Security & support

4 results found

1. cash flow manager extend date range

   Cash Flow Manager is a great tool but please can it cover 52 weeks not just 26 weeks, as at present you can not see where your business will be in 12 months time?

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   0 comments  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

2. Bills to Pay - additional column for department or project

   How about adding a column for Department or Project for quick glimpse so you do not need to open the bill to see the department?

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   0 comments  ·  Billing  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

3. Issue: Payment deletion triggers uncontrolled automatic charges and reminders

   ISSUE: Payment deletion triggers uncontrolled automatic charges and reminders

   When a payment is deleted in Xero (even to correct a reconciliation mistake), it automatically re-triggers both autopay and invoice reminder notifications without any warning or opportunity to prevent it. This created a situation where:

   1. A bookkeeper deleted a payment to reconcile what appeared to be a duplicate charge in Stripe
   2. This action caused Xero to mark the invoice as unpaid and automatically re-charge an autopay client through Stripe without ANY notification, which cannot be recalled.
   3. A second client received an invoice reminder and paid again manually

   THE PROBLEM:
   There's currently no built-in protection or warning system to prevent automatic payments from being triggered when a payment is deleted. Since autopay charges can't be easily recalled once they process through Stripe, this creates real financial risk and client relations issues when reconciliation mistakes happen.

   FEATURE REQUEST:
   Add a control mechanism that either:

   1. Prevents automatic payments/reminders from triggering when a payment is deleted, OR
   2. Requires confirmation before allowing deletion of a paid invoice, OR
   3. Provides a warning that deletion will re-trigger these automated actions

   This would allow bookkeepers and business owners to safely reconcile without unknowingly creating duplicate charges.

   ISSUE: Payment deletion triggers uncontrolled automatic charges and reminders

   When a payment is deleted in Xero (even to correct a reconciliation mistake), it automatically re-triggers both autopay and invoice reminder notifications without any warning or opportunity to prevent it. This created a situation where:

   1. A bookkeeper deleted a payment to reconcile what appeared to be a duplicate charge in Stripe
   2. This action caused Xero to mark the invoice as unpaid and automatically re-charge an autopay client through Stripe without ANY notification, which cannot be recalled.
   3. A second client received an invoice reminder and paid again manually

   THE PROBLEM:
   There's currently… more

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   0 comments  ·  Security  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

4. Automatically allocate Subscription Sales into Unearned Income and Earned Income based on timing

   Allow front-loaded revenue (such as annual subscriptions or project fees) to be automatically allocated to Unearned Income (i.e. a liability) and then gradually transferred to earned Subscription Sales Revenue.

   As a small business owner which sells hundreds of annual subscriptions to our service (different price packages and different start dates for each customer), it would be really handy to know how much of that received money has been 'earned' and how much remains 'Unearned Income'. On Day-1, 100% of it is unearned income (and would need to be refunded if we close as a business), on Day-183, 50% is in Unearned Income and 50% is in earned subscriptions income; thru to Day-365 whereby all of it has transitioned from Unearned Income into earned Subscription Sales income.

   Manual Journals can be used at EOFY to properly show this unearned income liability, but then the Year To Date figures make no sense. It would be much better if this calc could be automatically done each day. The Manual Journals allow for auto-repeated journals, but only for the exact same amount (i.e. $xx) and on the same dates. Allowing a percentage amount of the original total (i.e. X%) to be shifted across each day (or each month), would be helpful. Presumably the underlying Xero code development to allow this functionality would be pretty simple as well.

   Such a feature could also be very useful for front-loaded fees for consulting projects, and/or front-loaded annual expenses such as insurance (which is technically a pre-paid asset on Day-1 but transforms into a fully incurred expense by Day-365).

   It might sound niche, but any business which has annual subscription sales as a bulk of their revenue will find this feature very useful!!

   Cheers
   Damon

   Allow front-loaded revenue (such as annual subscriptions or project fees) to be automatically allocated to Unearned Income (i.e. a liability) and then gradually transferred to earned Subscription Sales Revenue.

   As a small business owner which sells hundreds of annual subscriptions to our service (different price packages and different start dates for each customer), it would be really handy to know how much of that received money has been 'earned' and how much remains 'Unearned Income'. On Day-1, 100% of it is unearned income (and would need to be refunded if we close as a business), on Day-183, 50% is in… more

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   0 comments  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂