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20 results found
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1 vote
Thanks for submitting your idea on Xero Product Idea's. 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. 🙂
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12 votes
Hi Samantha, when referring to send would this be the 'Email' button in classic?
If so this is actually still available in new invoicing, you'll find the option in the 3 dot menu at the top of the page 🙂
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nishimoto sonkirven
commented
You’re absolutely right, Samantha — having the send button at the top in classic invoicing was a quick and efficient way to share invoices directly by email, PDF, or even with another Xero customer, and its absence in the new invoicing layout makes the process less intuitive. Many users would appreciate this feature being reinstated to save time and avoid extra clicks when managing invoices. Just like when searching for practical guides such as best ways to find your lost house in Minecraft https://mineccraftapk.com/best-ways-to-find-your-lost-house-in-minecraft/ , having straightforward and accessible tools within Xero can make workflows smoother and more user-friendly.
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5 votes
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commented
Including material-only bills in the CIS monthly return is essential to ensure accurate reconciliation of the CIS materials nominal code with the report, as it confirms that all invoices—both labour and materials—are properly captured. By having material-only bills listed, it becomes much easier to cross-check and verify that nothing is missed during the reporting process, ultimately improving accuracy and efficiency in compliance. For example, just like how resources are consolidated on platforms such as https://nullsbrawll.de/, integrating all relevant invoices into the CIS return provides a complete and transparent overview.
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13 votes
An error occurred while saving the comment nishimoto sonkirven
commented
I completely agree, having the ability to preview a PDF invoice directly within Xero without downloading it first would save a lot of time and improve efficiency, especially when inputting purchase invoice data side by side. Instead of juggling multiple tabs or printing out paper versions, a built-in preview panel would make the process smoother and more accurate. For example, just like when you can easily view the Peter Luger menu with prices in USA online without needing to download a file https://menuswithpricesinusa.com/peter-luger-menu-with-prices-in-usa/
, being able to view invoices in the same way would create a seamless experience. -
1 vote
Thanks for submitting your idea on Xero Product Idea's. 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. 🙂
An error occurred while saving the comment nishimoto sonkirven
commented
That’s a really useful suggestion, Suzane—having Syft Analytical reports and dashboards customised by variable accounting periods instead of being limited to calendar months would give companies like yours far more flexibility in financial analysis, especially when it comes to tracking performance and making accurate comparisons; for example, just like how https://xn--test-de-puret-nhb.fr/ customises results and insights based on unique inputs, a similar feature in Syft could adapt to different fiscal structures and provide more relevant insights for decision-making.
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8 votes
Hi Tristan, thanks for sharing such a detailed and well-thought-out suggestion. We appreciate you taking the time to explain the specific accounting impact and how this would improve financial visibility.
We've reviewed your idea for having approved Purchase Orders post to the general ledger and integrate with Xero Projects. This suggestion is now ready to gain support and feedback from other community members.
Along with votes, others can now comment on how having this visibility of committed costs could improve their own project management and financial forecasting in Xero. 🙂
An error occurred while saving the comment nishimoto sonkirven
commented
The idea of enabling Purchase Orders to post directly to the General Ledger would significantly improve financial visibility, allowing a debit to Work in Progress (WIP) expenses and a credit to creditors at the approval stage, thereby reflecting anticipated costs and liabilities before the supplier invoice arrives. This functionality would close the gap in Xero where POs are currently non-posting documents, providing more accurate project-level reporting and forecasting, especially if integrated with Xero Projects so WIP and projected costs appear in real-time. Such a feature would be a game-changer for managing long-term projects and cashflow planning, giving businesses the clarity they need to track commitments — much like how tools such as https://how-many-of-me.com/ offer quick visibility into unique statistics with just one click.
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1 vote
An error occurred while saving the comment nishimoto sonkirven
commented
Yes, it would be a great enhancement to the Mobile App if selecting the + symbol directly provided the option to transfer between accounts, streamlining user experience and making transactions faster and more intuitive. Implementing this feature would not only improve app functionality but also align with user expectations for seamless mobile banking. For businesses looking to promote such app updates and ensure users are aware of new features, leveraging professional SEO strategies can help, as demonstrated by services like Webesko Local SEO https://webesko.com/services/local-seo/ to reach the right audience efficiently.
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3 votes
Aaah gotcha, thanks for the confirmation and additional feedback on the idea here. A bit of an extension from our existing functionality for Contacts and there may be some CRM solutions that you could explore in the Xero app store atm.
For now we'll track the interest in this from community here.
An error occurred while saving the comment nishimoto sonkirven
commented
Adding a feature to send service and inspection reminders by date, allowing emails to be triggered up to 28 days before the due date, would be a highly efficient solution. This date-based system would eliminate the need for additional apps or running separate systems, streamlining operations and ensuring timely notifications. By integrating such a feature, users could easily stay on top of important maintenance tasks without extra hassle, similar to how professional services, like those offered at Mold Removal Tallahassee FL https://moldremovaltallahassee-fl.com ,proactively notify clients to maintain a safe and healthy environment.
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6 votes
Thanks, Carol for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment nishimoto sonkirven
commented
That’s a really practical suggestion—having thumbnail previews in the Xero Files inbox would save a lot of time when sorting through forwarded attachments, especially since so many end up being irrelevant logos from email signatures. Instead of opening each file individually, users could quickly identify duplicates or non-relevant PDFs at a glance and delete them in bulk, making file management much smoother. Just like how platforms such as Local Business 101 https://localbusiness101.com/ streamline local SEO services with clear and organized tools, Xero could improve workflow efficiency by giving users a more visual way to manage their documents.
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2 votes
An error occurred while saving the comment nishimoto sonkirven
commented
A VAT Reconciliation Report for South African Xero Orgs would be highly beneficial, as it would allow users to easily match transactions in the VAT Control Account to their respective VAT periods and returns, eliminating the need for external Excel reconciliations—especially important after conversions from other accounting software or mid-VAT period changes. Including columns for the posting date (or “last edited” date) and the user responsible for creating or editing the transaction would provide a clear audit trail and simplify identifying late claims, which currently can only be found within individual VAT201 transaction details. This enhancement would greatly improve accuracy, efficiency, and compliance for businesses; for related insights, visit https://tocalifesworld.com/.
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4 votes
Thanks for sharing, Jenal. It's not something we have planned at present, but we'll get a sense of the overall interest for this here and keep you updated.
In the meantime, appreciate it's not exactly what you're after here, however to save you scrolling perhaps you could use the Home and End keys on your keyboard to more easily navigate the page. 🙂
An error occurred while saving the comment nishimoto sonkirven
commented
Hi Jenal, I completely agree that having an option to freeze the heading panels on the cash coding screen would be a big productivity boost, especially when working through thousands or even millions of lines—it would make tasks like quickly unchecking all boxes much easier without constant scrolling. Similar to how some websites keep their navigation or category bars fixed for quick access, like in this example of the East Side Mario’s menu prices in Canada https://menuswithpricesincanada.com/east-side-marios-menu-prices-in-canada/ page, a floating header in cash coding could save time and improve workflow efficiency.
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4 votes
Thanks for sharing this valuable feedback about your experience with e-invoicing.
We've reviewed your idea for a dedicated report on generated e-invoices. We understand how this would be crucial for ensuring the accuracy of data you export to the MyInvois portal and for tallying with your Xero sales reports.
Your suggestion is now open to gain support from the wider community. Along with votes, others can now comment to share how an e-invoicing report could improve their own reconciliation and data validation processes. 🙂
An error occurred while saving the comment nishimoto sonkirven
commented
Hi, thank you for your query. Currently, Xero does not provide a dedicated report specifically listing all individual e-invoices generated through Xero/Invoici, but you can cross-check by exporting your sales invoices report from Xero and comparing it with the data exported to the MyInvois portal to ensure accuracy. We understand the need for a streamlined report feature to simplify reconciliation, and we’ve passed your feedback to our product team for consideration in future updates. In the meantime, similar to how platforms like https://usescarlet.app/ provide centralized access for quick reference, we recommend creating a custom report or using available integrations to consolidate your e-invoice data for verification.
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3 votes
Hi Irina, thank you for this excellent suggestion.
We can see how being able to export the Batch Payment Summary report to a .CSV file would make it much easier to sort and manage before sending it on for payment processing.
We're grateful for your engagement and letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how a CSV export option for batch payments could improve their experience with Xero.
An error occurred while saving the comment nishimoto sonkirven
commented
Irina, your suggestion to add an option for exporting the Batch Payment Summary report to .CSV or Excel format makes perfect sense, as it would allow easy sorting of vendors alphabetically and streamline payment processing alongside the 'aba' file. Currently, the PDF-only export limits flexibility, but with Excel, you could quickly filter, organize, and customize the data as needed. This kind of user-friendly feature is similar to how detailed breakdowns, like the one at Subway toppings https://subwaymenu.co.uk/subway-toppings/, give customers more control and clarity over their selections, ultimately making processes smoother and more efficient.
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6 votes
Thanks for your idea here, Mariel.
Appreciate hearing why you'd like to be able to change the account for invoices that have auto sales tax.
We've reviewed your idea and now it can gain support from other community members.
I've created a new idea to track support in being able to find & recode here so we can get interest in this specifically.
If there is any plans made for either of these we'll update you through the respective idea. For now it can gain support from others in community 🙂
An error occurred while saving the comment nishimoto sonkirven
commented
The inability to use the Find and Recode feature with the Auto Sales Tax function (powered by Avalara) in Xero is indeed a significant limitation that many users have raised concerns about, as it restricts efficient transaction management and could lead to bigger issues over time; this is a known issue that requires community voting to prioritize a fix, and addressing it promptly would greatly improve workflow for businesses dealing with auto sales tax; for an example of streamlined solutions in related fields, you can check out https://yesornowheelplay.com/.
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20 votes
An error occurred while saving the comment nishimoto sonkirven
commented
The new Xero Invoicing system's restriction on negative quantities is a major inconvenience for users who previously relied on this feature in Classic Invoicing to clearly indicate refunds and automatically adjust stock levels. While negative financial amounts are still permitted, the inability to set negative quantities creates confusion and inaccurate inventory tracking, forcing users to resort to issuing separate credit notes—an unnecessarily complicated step. Restoring the option to input negative quantities would streamline workflows, enhance transparency for clients, and align with user expectations. Just as tools like Block Blast Solver https://blockblastsolverlive.com/ Live simplify gameplay with precision and flexibility, Xero should aim to simplify invoicing with intuitive features that users have come to rely on.
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11 votes
An error occurred while saving the comment nishimoto sonkirven
commented
Introducing custom accounting periods in Xero—such as Period 1, Period 2, or a 4/4/5 week structure—would be a true game changer for finance teams. This feature would greatly simplify pivot-based transaction reporting, eliminating the need to manually export data, create additional columns, and repeatedly adjust for non-standard fiscal periods. Most businesses operate on customized calendars rather than strict monthly cycles, yet Xero still lacks this essential flexibility for accurate month-end analysis. Tools and solutions like those discussed on Toca Life's World https://tocalifesworld.com/ illustrate the importance of user-centric customization, and Xero should follow suit to support real-world financial workflows more effectively.
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22 votes
An error occurred while saving the comment nishimoto sonkirven
commented
A Fixed Asset Register that includes rules for tax treatment of amortization—especially where it differs from accounting depreciation—can greatly streamline compliance and reporting. Many companies face challenges in managing separate depreciation schedules for tax and accounting purposes, often resulting in manual reconciliations. By setting up and maintaining these differences directly in Xero, businesses can automate calculations, reduce errors, and save time during audits or tax filing. This would be a game changer, much like how platforms such as Pikashow APK https://pikashowapks.app/ simplify OTT streaming by centralizing content access, making complex tasks more efficient and user-friendly.
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9 votes
An error occurred while saving the comment nishimoto sonkirven
commented
It sounds like you're experiencing a common UI issue with Xero where key screens like Bills, Timesheets, and Invoices don't respond properly to browser resizing, especially on smaller laptop screens. This kind of fixed layout can be frustrating when there's no horizontal scroll or responsive scaling. You've already tested it across Chrome and IE, so it's likely a design limitation within Xero itself. As a workaround, you could try adjusting your screen zoom or using browser extensions that force responsive behavior. Alternatively, lightweight browsers like xnxubd VPN Browser (https://xnxubdvpnbrowser.co/) can sometimes handle resizing better or provide simplified views that adapt more fluidly, especially on limited screen sizes.
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1 vote
Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
An error occurred while saving the comment nishimoto sonkirven
commented
Rearranging the Accounting menu to improve navigation would significantly enhance user experience by logically grouping related functions. Splitting it into three distinct menus—Accounting, Reporting, and Bank Accounts—would streamline access. For instance, the Accounting menu could house all core actions like journals, fixed assets, chart of accounts, advanced accounting, and favorites. Reporting could feature Adviser, Custom, Drafts, Archived, and favorites sections, making financial insights easier to locate. A separate Bank Accounts menu for reconciliation reports, account management, and bank rules would reduce clutter and improve workflow efficiency. Just as a well-structured menu like Steak 48 Menu (https://usamenuwithprices.com/steak-48-menu-with-prices/) clearly segments offerings for better clarity, this layout would offer a similar intuitive experience for accounting users.
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4 votes
An error occurred while saving the comment nishimoto sonkirven
commented
Xero should allow users to assign the 210 CIS Labour account directly to a service item, just like it does for non-CIS labour, to streamline invoicing and avoid manual errors. Currently, the lack of this feature makes invoicing inefficient, as each CIS labour line item requires manual assignment of the account, increasing the risk of typos and misallocation. A simple toggle or option to assign 210 CIS to a service would significantly reduce time and errors. For example, platforms like https://register2park.org/ simplify repetitive user actions through pre-set configurations—Xero should aim for similar efficiency by allowing CIS labour automation.
Adding the ability to filter Analytics Plus results by Class would greatly improve reporting flexibility, especially for organizations managing multiple classes across different business units, as it would allow users to view analytics at a granular level or aggregate them for the entire business, similar to how other reports already function; this added snapshot granularity would not only enhance insights but also streamline decision-making, much like how users explore specific versions of tools or resources online such as https://spikethegame.com/a-girl-adrift-mod-apk/ for targeted needs.