17 results found
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Data Tagging
Xero has limits in data tagging, making it hard to extract raw data for dashboards. As data tools like Power BI grow, we see Xero as a base layer and need better tagging or add-ons to support deeper data analysis.
1 voteHi Giselle, from the sounds of your post here you're referring to the ability to extract data from Xero in a systematic way and possibly through the use of integrations?
API and ideas related to the backend of Xero are best homed on our Developer Community idea forums where we have experts that can best review and keep you updated of any changes that could serve your needs.
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Parolla
Parolla is a brillant tool for Irish VAT. I would ask if there is anyone interested in Parolla VAT RTD? This tool would save so much time during vat returns, that is something I would ask you to take a look and see if it's doable.
1 voteHi Beatriz, Thanks for sharing your feedback about Parolla. We've passed it on to our product teams for review.
However, as this does not meet one or more of the qualities of an idea votes and comments have been turned off.
You're welcome to edit your post and reply to this update if you'd like us to take another look.
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OneDrive connected to Practice Manager
Can we please get OneDrive connected to Practice Manager for upload of documents please, we can upload them but cannot access them in XPM
1 voteHi Darena, generally integrations are best to engage the app provider on as they would need to make a change to an existing integration they're built with Xero.
You can also share integrations or changes to what Xero allows via integrations through our Developer community, you'll find our forums for this across here.
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More customisation on reports, especially management report, trial balance, etc.
What if I want to add something on the cover and content page? There should be an option to insert content, add a text block, etc. Not to mention the period customisation, we have clients that just started out and we are required to add (Date of Incorporation) behind the starting date, e.g. period from 23 August 2024 (Date of Incorporation) to 31 March 2025.
I want to also address the trial balance and some other reports as well, namely the accounting period has a lack of flexibility in terms of displaying the figures we wanted, like all I want…
1 voteHi Ronald, we appreciate you sharing feedback about reports in Xero, however we do need each post to be contained to one idea. This means others in community know what they're voting for, helps us understand interest in a specific functionality and ensures we can keep users updated of changes - You can view the qualities of an idea on Xero Central.
I've found 2 existing ideas that relate to points you've raised and have added your vote to these, so if there are any updates you'll be notified,
I've also found an idea around the Trial balance that may relate to what you've mentioned on the period figures view which you can support if you'd like.
You're welcome to start a new idea for another feature in a particular report you'd like to…
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show detail for rounding transactions when clicking on it from account transactions
From the account transactions report for the Rounding account, clicking a transaction just loads the dashboard, it would be ideal if this took you to the transaction which includes the rounding adjustment, i.e. the detail for the reconciled bank statement line
1 voteSorry to hear the troubles you're running into here, Hayden. If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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deposits
When making deposits in Xero - can we have the ability to add tracking code categories please?
1 voteSorry Lyndsey we'll need a bit more detail in your idea here to gain community support and share back with our product teams.
When you say 'deposit' - would this be a batch deposit, or say a Project amount invoice?
With batch deposits, you would add tracking within the individual invoices within the batch so you can assign lines of the invoices to differing tracking options if needed.
Extra detail will help others in community know what they're voting for here, as well as share your idea clearly with our product teams - see more on the qualities of an idea on Xero Central.
If you'd like to come back and edit your post to add more information, you can reply to my update and we can re-review this.
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general ledger opening balances
General Ledger Detail - Opening Balances - The Option in More..allows you to tick the box to include Opening and Closing Balances, but when the report runs it does not show the opening balances. Please fix this up.
3 votesSorry to hear the troubles you're running into here, Lois, and apologies we've not responded sooner.
If something isn't working as you'd expect it to, like the opening balances not appearing on the report, it's best looked into with a closer lens.
If you're still experiencing this behaviour, please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1.
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gst export
GST transactions (in GST Return) - The description is now the payment supplier or customer instead of the description on the invoice or transaction. And the links are now going to the payment or payment batch rather than to the invoice so then you need to look for the invoice you are trying to verify. Can the link please be the actual invoice being paid?
2 votesSorry it's taken so long for us to engage through your idea here, Alanna. What you've described would be best looked into by our specialists at Xero Support so we can confirm the expected behaviour versus what you're experiencing. If not already, please do get in touch with our Xero Support team about this via Xero Central.
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Printing invoice
Customize the invoice template according to the need of the organization. On the template over the setting it should give the possibility for adding extra rubrics or fields that it will appear in the invoice as a separate section and just not adding in the "Description" field. Especially when we have to use two currencies and the exchange rate. And also when print the invoice out it doesn't as on the print preview.
2 votesWe'll need some more detail for your post to be considered as an idea here, wirtgen. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
You can edit your idea on the site here, then reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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The ability to remove grid lines from pasted in excel spreadsheets from xero reports. Also the ability add blank row with now other details
The ability to remove grid lines to a xero report that has been exported to excel spreadsheet then edited and then pasted back into xero reports. Currently this is extremely annoying and you might as well set it up in excel from the start. Not friendly at the moment and doesn’t look professional or doesn’t save any time.
1 voteHi Sue, we appreciate your feedback about improving the experience of pasting edited spreadsheets back into Xero reports, particularly the ability to remove grid lines and add blank rows. This has been shared with our product teams.
However, as this does not meet one or more of the qualities of an idea votes and comments have been turned off.
You can edit your post, and respond to this status update if you'd like it to be re-reviewed. Thanks
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Reports - Why does the Styled PDF not show the ABN?
Why does the Styled PDF report not show the ABN?
I thought it was supposed to look the same as if it was published but having to publish it
i.e. I would like to review what the report will look like before it is published.
Can this be updated please - before are anymore financials are published without ABNs!1 voteApologies we've not got back to your post here sooner, Anita. I'd recommend if the styled PDF is not displaying as you'd expect this is best to engage our specialists at Xero Support about - You can raise a case via Xero Central.
As it's possible to add a bit more customisation to these, they have tools to get a better look in at your set up and see if there are any pointers they can provide to give what you're after here. Thanks
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Settings - Allow UUID in all URLs
The 3.1 version of the API only gives UUIDs instead of numeric IDs. I would like to see all URLs on the website accept either UUID or numeric ID. This already seems to be partially supported, but I would like to see full parity with numeric IDs and UUIDs.
E.g. When viewing a client, the url is:
https://practicemanager.xero.com/Client/{NUMERIC_ID}/Detail
but the website will handle a uuid here too
https://practicemanager.xero.com/Client/{UUID}/DetailSimilarly for a job
https://app.practicemanager.xero.com/job/jobview.aspx?id={NUMERIC_ID}
https://app.practicemanager.xero.com/job/jobview.aspx?uuid={UUID}But unfortunately viewing a group is only possible with numeric ID
https://practicemanager.xero.com/Group/{NUMERIC_ID}/Members
but not as
https://practicemanager.xero.com/Group/{UUID}/MembersGiven that using the XPM API v3.1, you ONLY…
3 votesHi team, though we appreciate your feedback about Xero, we actually have a dedicated developer community forum where requests around the API are best shared.
In these forums we have experts that can review and keep you updated of any improvements to Xero's API that could serve your needs. Thanks
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Income by contact Detailed report!
Income by contact Detailed report! to show all invoices, itemised that are on
2 votesHi Oliver, as Kelly mentioned it appears that your idea was cut off. We'll need some more detail for your post to be considered as an idea here. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central. 🙂
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Group details update - sync to other programs
When using the group address update, for example, it does not register as a change to all group entities and thus does not push the change for all entities across to integrated programs (such as Xero and HowNow). It is only the individually changed client that gets updated. Can this be fixed so the group update also registers as an update for the rest of the group entities?
5 votesHi Zoe, if you have integrated your Practice Manager with other external apps it would be best to connect with the app providers directly to see if this is something they would consider extending their integration to accommodate.
Many applications have built and designed their integration with Xero themselves and would be the best to approach about what their integration can provide and if there are any changes you'd like to see to it.
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Practice Manager - Make WIP Ledger Write On Amount available in the API
It would be ideal if the "Write On Amount" fields in WIP Ledger reporting within XPM are made available in the API. We leverage multiple systems that need to tack together a formula to measure write offs using the available fields in the API, or cannot include Write On information, so is often inaccurate.
6 votesHi all, we thank you for sharing feedback with us on how we could improve Xero for your needs. For API requests we have a dedicated community with experts that can keep you update on any changes for this.
I've had a quick search here but it doesn't look like we have a requests specifically for writing on the WIP ledger.
While we'll close your idea as feedback in the forums here please do feel free to start one for this there.
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XPM - Export Estimated Billing Details and WIP via API
Can you please allow Estimated Billing dollar amounts and WIP data to be accessed by third party approved apps.
We have FYI Docs connected and they integrate with Xero Job Manager. They can only show WIP on jobs as time amounts not dollar values. Seeing actual WIP in hours is pretty much useless.
This is critical for our practice as we use FYI Docs Job Manager. We currently have to also have a excel document running along side it that needs manual updating so we can view Estimated Billable amounts on jobs compared to the budget.
6 votesThanks for sharing your feedback with us here, however API requests are best shared via our dedicated community forums for this, here.
It looks like we have one idea around exposing the WIP that you're welcome to add your vote to if you feel this is specific enough for your needs here, otherwise please feel free to create a new one.
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Xero HQ - Use API for Document Packs
Would be great to have ability to GET document packs stored in Xero HQ so the files can be also hosted externally in other document systems (Suite Files, FYI, SharePoint, Google Drive etc).
4 votesThanks for sharing how we could improve Xero for your needs. We actually have a dedicated developer community for API requests that I'd recommend sharing this through.
There we have experts that can keep you updated of any changes that may serve your needs.
Taking a quick look I couldn't see one for what you're after here but welcome to start a new one.
- Don't see your idea?