4823 results found
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Be able to move the Add Payment POPUP
Something so simple, can we have the ability to move the add payment pop up window as it pops up and blocks the invoice data like the reference number..... LOL.
Working on a laptop, I have to close the window to copy the reference of the invoice then go back to it, again, something so simple, that makes things harder1 voteThanks 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. 🙂
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Files - Reduce clicks to access folders
Please change the files layout to what it was before. It's extra clicks with your new archive and inbox set up. It's really poorly thought through.
1 voteSorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
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New invoicing - Increase Transaction lines in invoices
Currently one can only post 50 lines in an invoice. It should be unlimited as some clients have at least 200 lines or more depending on their line of business.
5 votes -
CIS - Monthly Statements to be sent to additional email contact
We use the feature to send the monthly CIS Statements to Subcontractors, which is a great tool. However the statements are only sent to the Primary Email Address. It would be really helpful if they were also sent to the additional email addresses saved in the contact details. Several of our subcontractors require the statement is sent to them and their Book-keeper/Accountant, which currently has to be done manually.
1 voteThanks 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. 🙂
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Link to invoices on issued Statements - Custom Clients
Link to invoices on issued Statements - Custom Clients
It would be beneficial to have a "review" type option on statements issued where clients can click into the review and see which invoices show as paid or unpaid. From there they can see in a single screen view what they need to attend too.
1 voteThanks 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. 🙂
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Sales Invoice - Mark as sent when sent by e-invoice
At the moment, when an invoice is sent using e-invoicing, the sent flag is not marked; they only show as sent if they were sent via email. This then follows through to the lists of invoices, giving a false impression that invoices were never sent, when they 100% have been.
1 voteThanks 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. 🙂
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NZ Payroll - Adjust hours automatically in 1st pay run to recognise employee start date
Xero defaults to full pay period hours for a new employee in the 1st payrun even if the employee start date (already entered into Xero) is part-way through a payrun. This doesn't make sense and is too easy to overpay a new employee in this way, if a manual override has not been done. Ideally, Xero would calculate the expected hours for a salaried employee based on the start date, but another idea would be to flash up a warning before finalising a payrun with employees that have a start date listed within the pay run period.
11 votes -
Invoice reminders - Custom date and time
Being able to customise the invoice reminder so it only goes through during business hours and during working days M-F.
16 votes -
Closed Projects Appearing when you select to add a Project
I thought that once a project was 'closed' it remains closed and does not appear anywhere except in the closed tab of projects however this is not the case. I tested and was able to allocate an invoice to a closed project.
Suggestion:
a) closed projects remain locked out; you can only allocate to them if you re-open - they should not even appear in any selections
b) If they must remain where they are then a pop-up warning appears if you try to allocate this way there are no mistakes in accidently allocating to a closed job1 voteThanks 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. 🙂
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Hardship rate
Cheaper subscription for businesses not doing well.
We have a start-up company that has struggled with sales, and one of our biggest ongoing costs to keep it afloat while we wait for an economic turn around is our Xero fees that have gone up recently to add insult to injury. When you have lots of transactions it justifies the cost but with just a few a month, if any, it’s really painful to keep paying out the same fees. Perhaps a “low transaction” or “company making a loss” or “hardship” reduced rate to help struggling businesses?1 voteThanks 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. 🙂
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Add transaction to an existing bank rule
Add a current transaction to an existing back rule with one-click!
This is a no brainer. Instead of going bank to rules to add another condition, we should be able to click - options: add to bank rule. End of story!1 voteThanks 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. 🙂
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Contacts - Add photo to customer profile
Add a photo to a customer file.
The companies I work for have over 100 tenants.
It would be great to be able to add a photo of the tenant for recognition purposes.It will make phone and email queries easier.
The photo can then be displayed next to the customer's name
2 votesThanks Bianca, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Batch payments - Option to export Batch Payment Summary report to .CSV file.
Currently there is the only one option to export Batch Payment Summary report to PDF format.
That report is coming with the vendors listed randomly without any order.
Usually I forward that report to the owner along with 'aba' file for payment processing, and the report with vendors listed in alphabetical order will be very helpful.
Exporting the report to Excel will solve the sorting problem.
Thank you very much,
Irina Rubina, bookkeeper @ Huff BagelryPost edited by Community Admin to remove screenshot containing sensitive information
3 votesHi 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.
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Emails to BIlls - Auto capture the bill as tax exclusive
You can set your company preference to tax exclusive or tax inclusive, but the Xero email bills to Xero function does not follow the company settings and always puts to tax inclusive. Can this be as per the company settings? Eg we would like it to always be tax exclusive.
1 voteThanks Dominique, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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AU Payroll - Draft timesheet warning message before posting a pay run
Should have a warning Pop Up before posting the pay run, there are draft timesheets for that pay run.
7 votes -
Bank Rule - Automated bank rule reconciliation
Automated bank rule reconciliation.
A choice for a bank rule to be automatically reconciled - once created a option to select if you wish for the bank rule to be reconciled to remove the need for manual reconcile.
This would be ideal for monthly direct debits and standing orders e.g. bank charges, drawings
24 votes -
invoicing contact
Ability to select which "people" on a contact record will receive specific e-mails from Xero
For example i would like to be able to have the primary contact as the MD of the business BUT not for them to receive any general accounting communications.
I would like invoices to be sent to my clients purchase ledger department who have a shared e-mail box as well as the companies autoentry e-mail address for invoices and Statements to go to a specific lady that deals with statement reconciliations and payment runs. And none of these accounting documents to go to the primary…1 voteThanks 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. 🙂
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in mobile app, have a color banner to indicate an invoice has been
When using the mobile app, currently once an invoice has been completed and emailed, it says "unpaid invoice" in a blue banner at the top. It is sometimes difficult to notice the little popup which says "invoice sent" at the bottom, and this could lead to the invoice being sent again.
Changing the color of the banner at the top (i.e. to green) would be a nice visual indicator the email has already been sent.
1 voteThanks 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. 🙂
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I need my employees to be able to log their time AND expenses, but not see the expenses of other users and invoices associated with a projec
For Projects, we need our employees to be able to log their time AND expenses, but not see the expenses of other users and invoices associated with a project. Limited role doesn't allow to log expenses. Standard role shows others' expenses and invoices. We need a new role or a checkbox "See only own expenses" in the Standard role.
1 voteThanks 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. 🙂
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having more than one delivery address
Ability to have several delivery addresses for one customer
1 voteThanks 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. 🙂
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