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28 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Judy Diamond
shared this idea
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5 votes
Thanks for sharing this idea. We can understand how having the Save and Update buttons in a consistent location across transaction pages could make moving between different workflows feel more intuitive.
We've updated the status to Gaining Support so we can continue tracking community interest and sharing your feedback with the product team as they consider future improvements to the experience.
Judy Diamond
supported this idea
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3 votes
Hi Rebecca, thanks for sharing this suggestion. We understand the request for MFA status visibility or an audit report for users so administrators can quickly confirm which user accounts have Multi-Factor Authentication enabled.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your security and compliance workflow, add your vote and share how you’d like the MFA information to be displayed.
Judy Diamond
supported this idea
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10 votes
Hey Alicia, thank you for raising this with us. We always appreciate the input from our customers and its great to hear about your experience around accessing Support Articles and Help in Xero Central. This idea is now open for votes and for the community to add their comments and experiences You can share this with others and we will gauge the community interest and response. Any updates will be posted here..
Judy Diamond
supported this idea
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7 votes
Thanks for sharing this feedback, Kielan. We can see there’s a broader conversation here around how support could better meet the needs of partners who are managing complex issues across multiple client organisations.
We’ve moved this idea to Gaining Support so we can continue tracking interest and gathering feedback from our partner community. While we can’t make any commitments at this stage, we’re keen to hear more from partners about what they need from the support experience and where the current process could work better.
If this would improve your workflow, add your vote and share which parts of the current process you’d like to see improved.
Judy Diamond
supported this idea
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6 votes
Appreciate you bringing this to the community, Dennis. We understand the request for a way to identify dormant user accounts through automated alerts, rather than relying on manual checks.
I’ve updated the status to Gaining Support so we can continue tracking interest.
Judy Diamond
supported this idea
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8 votes
Thanks for starting this conversation, Mihir..
We can see how automatic notifications when a job is assigned could help Job Managers stay on top of new work and reduce the need to manually check their job lists.
I've updated the status of this idea to Gaining Support. If this is a feature you'd like to see, please keep voting and share how notifications would fit into your team's workflow.
Judy Diamond
supported this idea
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4 votes
Hi Jess, thanks for highlighting this improvement.
We can see how a monthly breakdown (or comparison) within payroll reports could make it easier to review trends, compare payroll costs across reporting periods, and support management reporting.
I've updated the status of this idea to Gaining Support. If this is a feature you'd like to see, please keep voting and share how a monthly breakdown would support your reporting workflow.
Judy Diamond
supported this idea
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120 votes
Hi everyone, we appreciate why you’d like a report that provides visibility of VAT late claims to streamline your reconciliation processes, especially around year-end and for monthly VAT returns.
Currently, it's possible to use the Account Transactions report to manually reconcile against filed VAT returns, although we get the desire for a more automated solution.
This isn’t on the team’s roadmap at present, however this is something we'll continue to consider how we accommodate these needs in future planning for tax reports in Xero. I'll be sure to let you know if there is any movement to share, here.
An error occurred while saving the comment An error occurred while saving the comment Judy Diamond
commented
would like to see a marker on each bill or sales invoice that you go into, to show whether it already appears on a vat return that has been finalised
An error occurred while saving the comment Judy Diamond
commented
Having to run the Account Transactions report to compare with the Transactions by VAT box tab of your VAT return is very long winded. We need this kind of info all the time eg when we do a movemybooks conversion. all other systems seem to have it.
Judy Diamond
supported this idea
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6 votes
Hi Claire, you can add an expected payment date from the Awaiting payments list in Sales. Appreciate it's not quite possible from the individual invoice itself atm so have slightly updated the title of your idea here. If there's any plans of adding this here we'll let you know.
Judy Diamond
supported this idea
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45 votes
Hi everyone, thanks for raising and supporting this idea of having more visibility or an alert when turnover is reaching the VAT threshold. This is something our team have picked up and taking a deeper dive into. No promises at this point but we'll keep you updated of any news here.
Judy Diamond
supported this idea
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55 votes
Thanks so much for sharing this idea, and to everyone who’s added their support and feedback here.
We’re moving this idea to Accepted as we can see the value in improving the experience for Group VAT workflows, particularly where customers are currently relying on manual import and export steps.
While this isn’t something we have scheduled right now, it is something we expect to consider as part of future planning. This would require a significant amount of work to build well, which means we’re not able to share a timeframe or delivery details at this stage. We’ll keep this idea updated as things progress.
Thanks again for helping us highlight the need here 🙂
Judy Diamond
supported this idea
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26 votes
Thanks for sharing this idea about choosing a default landing organisation, for when you first log into Xero.
We've reviewed this suggestion, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how this would help them, too!
Judy Diamond
supported this idea
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54 votesJudy Diamond
supported this idea
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46 votes
Hi everyone, we appreciate why some customers would like to have bills that are still in a draft or awaiting approval status included in reporting results.
These transaction types do not impact the general ledger until they are approved within your organisation, which is why they cannot be included in the Profit & Loss report.
Understand that is not within the report that you're asking here, however the Payable Invoice reports (Summary and Detail) can be run to include these transaction types, so you could get a view of the amounts related to these type of transactions.
We want to be upfront that this isn't something we have intentions of developing financial reports to accommodate for in Xero.
Judy Diamond
supported this idea
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82 votes
Hi team, thanks for the support and interest this idea has gained. Though we appreciate the value auto calculating VAT using the marginal scheme would be for those that need it, we want to be transparent here that this isn't in our roadmap.
Currently, it's possible to adjust VAT on invoices and credit notes - If you set the transaction to Amounts are 'Tax exclusive' and make sure the Tax Amount column is shown you'll be able to click into this field and edit the amount as needed for each line of your invoice - we have more detail on this in Xero Central.
Judy Diamond
supported this idea
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150 votes
Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
An error occurred while saving the comment Judy Diamond
commented
My request would be the ability to use an existing bank rule as the base for a new rule - copy then edit . Often you have similar rules that need setting up with just minor changes to one part of the rule. --same point as Judy Meyer below- (This is different than the idea described in the heading of this thread - which can already be attained to an extent by selecting to apply the rule to all bank accounts - using the last drop down on the rule creation page)
Judy Diamond
supported this idea
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296 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
Judy Diamond
supported this idea
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170 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Judy Diamond
supported this idea
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48 votesJudy Diamond
supported this idea
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Given the recent announcement of Xero's partnership with Anthropic, perhaps Xero anticipates that clients will setup a Claude.ai workflow to automate searching for VAT errors and missing transactions or other custom analyses not available natively in Xero ?