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1477 results found

  1. Ability to edit a bank account without having to delete the transaction and then re-enter it in the correct account.

    Purpose: Save time from deleting the transactions and entering them from scratch in the correct account.

    115 votes

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  2. Ability to add 'comment' only lines on invoices that run the full width of all the invoice table boxes.

    Purpose: Users often want to add some comments specifically to a client in the line item.

    85 votes

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    Hi everyone, understand the difference between a description only line and what's being asked for in the idea here. 

    This isn't something we have planned at present. 

    We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco) 

    Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer. 

    We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share. 

  3. Ability to show future cash flow projection in Xero.

    Purpose: To effectively plan and manage the upcoming fund needs of an organisation.

    16 votes

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    Hello everyone, thanks for voting and commenting on this idea. Available right now is the short-term cash flow dashboard, which is a tool that visualises your future bank balance based on upcoming bills and invoices. The Analytics Plus version of this dashboard allows you to look 90 days into the future, and can make predictions for recurring cash transactions based on your spend and receive money history. 


    At this stage there are no plans to extend out the timeframe of this tool, or to account for balance sheet items but we’ll keep monitoring this idea, so please continue to add your feedback here on how this feature can improve your workflow. 


    If there’s any news to share, we’ll come back here and let you all now.

  4. Ability to issue progress payments on quotes /invoices to percentage claim certain items or expenses.

    Purpose: Users can see the progress of the payments from their customer just from one invoice instead of sending separate invoices.

    175 votes

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  5. Ability to add a second reference field.

    Purpose: Because when importing invoices from another system, it generates a unique invoice number, and the actual supplier's invoice number is used as the second reference.

    169 votes

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  6. Ability to add subtotals in the invoices.

    Purpose: Because some clients are questioning and would like to see more details, and having subtotals can satisfy their needs & wants.

    264 votes

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    Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.

    As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.

    In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers

  7. To make users able to open different Xero organisations in different tabs.

    Purpose: To improve the accountant's workflow, rather than jumping into different browsers.

    82 votes

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  8. Applying discount on account payables invoices.

    Purpose: User doesn’t need to manually recalculate the cost of each item

    79 votes

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    Hi everyone, thanks for feeding back to us here. Understand the rationale for wanting to be able to apply discounts on bills in Xero, similar to how you can with Sales invoices. This is something our team would like to develop into bills, however there are a few other important pieces of work that need attention first. So, for the time being we'll leave this as Submitted but as soon as there's movement we'll update you of any change through the idea here. Thanks!

  9. Ability to see audit trail for all transactions and user activity in Xero.

    Purpose: So accountants and clients can work better, and can identify who did what in Xero easier.

    167 votes

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  10. Ability to give users options to customise various graphic reports on the dashboard.

    Purpose: Users’ can easily see the graph and business performance from the dashboard.

    34 votes

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  11. Ability to combine and hide line items in the invoices.

    Purpose: To have good accounting and tracking of sales without showing the client the breakdown of all the items involved

    193 votes

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    Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

    While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

    If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

    However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…

  12. To make the credit card fee or online payment fee visible in the invoice.

    Purpose: Vendor/customer will be able to see how much exactly they’re being charged.

    31 votes

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  13. Make it mandatory to add tracking to items where available e.g Purchase Orders, Invoice, Bill, Expense

    Purpose: Prompt for users when manually entering invoices, and assurity that each line has been allocated to a tracking option

    205 votes

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  14. Between a quote and sales invoice option to create a sales order acknowledgement

    Purpose: To confirm to the buyer that the business agreed on the sales, before sending the invoice.

    54 votes

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    Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

    In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

    You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

    Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

  15. Ability to add date columns for individual line items.

    Purpose: To make users easily put a date for each item. The scenario that can benefit users is for them to show a specific date of when the product/service is delivered.

    170 votes

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    Hi everyone, we appreciate the interest in being able to add dates to individual lines of an invoice. Currently our team are focused on improvements to new invoicing and we want to be upfront we don't have any plans for adding a date column to the details grid within an invoice atm.

    Right now if you do require dates for individual line items we'd recommend adding these within the Description field of the line.

    We will continue to review this as we continue to evolve the product. If there are any updates or changes, we'll share this all with you through the idea here. Thanks

  16. Ability to create recurring expenses in expense claims area in Xero.

    Purpose: To save users’ time from entering their regular expenses in Xero manually.

    48 votes

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    Thanks for the detail and support shared for this idea, everyone. We understand how recurring expenses would enable efficiencies when you frequently have expenses of a similar nature (like subscriptions). Currently there is work needed within expenses to enable us to develop future capabilities. We're keen to continue tracking the interest in this through the idea here, and as soon as we're in a better position to be able to dive deeper this work we'll share any progress with you all here. So, while not in the plans at present, please keep sharing detail of your needs and supporting in the idea here.

  17. Ability to add units of measure (UOM) and weight to line items.

    Purpose: Customers can have clearer information. Because some of the items that Xero users’ sell are having these.

    152 votes

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    Hi everyone, we appreciate your input and sharing detail of how you'd like to see this developed to help suit the needs of your business.
    We want to upfront that we don't have plans for developing this in the next year. However looking further out to the future, our teams will continue to review and consider how they might build inventory in Xero to cater for units of measure.
    If you're after an immediate solution, it might be worth exploring connected apps that can integrate with Xero and cater for your business needs. As soon as there's any change or news around this to share we'll be sure to update our community and all of your interested in this, here.

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