Settings and activity
27 results found
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2 votes
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7 votes
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nishimoto sonkirven
commented
That’s a really valuable suggestion — having a summary alert on the dashboard tile that shows the exact end date of the most recent reconciliation (e.g., “Reconciled up to and including 28 Feb 2025”) would make it much clearer which accounts are fully updated and which still require attention. This small but effective enhancement would save time, reduce confusion, and allow users to prioritize accounts more efficiently, similar to how a well-organized service, like Flower Shop Dubai https://sensationflowers.ae/by-locations/flower-shop-dubai/ , ensures customers immediately see availability and options at a glance.
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6 votes
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.
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An error occurred while saving the comment nishimoto sonkirven
commented
I completely agree that the quote feature should include a share option in the mobile app, similar to how Xero allows invoices to be shared via link or sent directly through SMS, as it makes client communication much easier; for example, just like businesses share service details or resources through links such as https://towingservicelasvegasnv.com/ , having a shareable quote link would provide clients with quick access and improve overall usability.
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6 votes
An error occurred while saving the comment nishimoto sonkirven
commented
A useful improvement for the New Invoicing | Files feature would be adding a bulk select option that allows users to attach all files to an online Invoice with a single checkbox, instead of manually ticking each file one by one. This would save time, reduce repetitive actions, and improve workflow efficiency, especially when dealing with multiple backup files. For example, just like browsing through menus quickly on sites such as https://awmenupricescanada.com/, having a streamlined option ensures faster navigation and a smoother user experience.
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3 votes
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 🙂
An error occurred while saving the comment nishimoto sonkirven
commented
Would be very useful to have an option on the Projects screen to mark items as "non-chargeable" in addition to the existing "invoiced" status, allowing for clearer tracking of project costs and preventing accidental billing for certain items; this feature would streamline project management and improve reporting accuracy, similar to how detailed menus like those on Subway Menu Prices Canada https://subwaymenupricescanada.com/ clearly categorize and display options for easier selection.
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9 votes
An error occurred while saving the comment nishimoto sonkirven
commented
Would be a great improvement to enable searching contacts by ABN in addition to ACN, as many businesses primarily use their ABN for identification and compliance purposes, making it much easier to find the right records quickly. This added functionality would streamline workflows, reduce errors, and save time for users who deal with multiple business entities. For example, just like you can look up detailed restaurant pricing through resources such as https://menuswithpricesinaustralia.com/ , having an ABN search option would provide users with more flexibility and accuracy when managing their contact databases.
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3 votes
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 🙂
An error occurred while saving the comment nishimoto sonkirven
commented
A recent bug in Xero has been causing copied invoices to default to "GST Inclusive" even when the original invoice is GST-Exclusive, your financial settings are set to "Based on last sale," and no contact defaults for GST are applied. This resulted in $500 + GST invoices incorrectly showing as $500 including GST, likely due to Xero referencing the very last invoice generated, which happened to be GST-Inclusive. This change was implemented around June 2025, so businesses should carefully check all copied invoices from 30 June 2025 onwards. As a temporary fix, setting the organisation default to "GST Exclusive" helps, though occasional GST-Inclusive invoices may still require manual adjustment. For reference or further discussion, see an example here: https://pileou-face.fr/ .
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8 votes
An error occurred while saving the comment nishimoto sonkirven
commented
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 for targeted needs.
Edited by community admin to remove external link
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13 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 🙂
An error occurred while saving the comment 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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6 votes
An error occurred while saving the comment nishimoto sonkirven
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. -
3 votes
Thanks for sharing your idea, and letting us know that you would like the option to run the Syft reports for a customised period.
We've reviewed your idea 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 vote too!
Along with votes, other members 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 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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10 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
Thanks for sharing your idea and letting us know what changes are most important to you.
We've reviewed it, and now it's time for the community to show their support! Please share your idea with colleagues who could benefit, so they can add their vote and comments. This will help us understand the full impact this change could have on their experience with Xero.
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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4 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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8 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
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 🙂
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
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 🙂
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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5 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.
I completely understand the frustration with autosave in the new invoicing system—when there’s a lag, typing and tabbing quickly can overwrite important fields like the invoice number, forcing you to redo steps that were never an issue before; ideally, Xero should either improve speed to eliminate the lag, give users the option to disable autosave, or both, to make invoicing smoother and less error-prone, and for those preparing for exams or wanting a quick example of efficient workflow management, resources like https://freerbtpracticeexam.com/ can be helpful.