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1394 results found

  1. Ability to combine sales invoice and attachments into one PDF when emailing/printing

    Purpose: To ensure all documents are sent to the customer, and make it easy for customer to reference all documents together

    58 votes

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  2. Ability to get quote links so users can also send it from their own/other email address.

    Purpose: To simplify the current workflow. As users’ currently sending a quote to themselves from Xero, and then copy the link out of there.

    57 votes

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  3. Ability to track raw material inventory for manufacturing.

    Purpose: To make it easier for users to find out the amount that their business is using to convert raw material into sold products.

    57 votes

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  4. Good Day

    We would like to request that the feature or the option to charge interest on customers for overdue accounts be developed as most other accounting packages has this feature and it becomes time consuming when this has to be calculated and brought in as additional invoices when there are numerous accounts that this needs to be done on.

    56 votes

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  5. Ability to upload changes to existing invoices via csv.

    Currently - When uploading a list of invoices that already exist, Xero will not allow the upload to continue. This feature would mean, that for any invoice that exists already, Xero would prompt the user whether they would like to update changes for existing invoices or not.

    Purpose example - For invoices that need to have changes applied, for example amending the due date to an agreed revised payment due date. This change would enable the user to bulk update instead of needing to open each invoice manually and edit each…

    56 votes

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  6. Xero Expenses - The ability (like with bills) to forward an email invoice to Xero and it to be automatically added to your Xero expenses app.

    55 votes

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    Hi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here

    Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team. 

  7. Ability to create a separate proforma invoice function which allows you to make part payments against the proforma invoice, before being able to convert it to a sales invoice.

    Purpose: Users can easily manage part payments before sending their sales invoices to their contacts.

    55 votes

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  8. Ability to apply credit to an invoice that is issued within a lock period

    Purpose: Apply credits from within a locked period to sales invoices

    55 votes

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  9. Is there a way that within Xero Projects, we could have a field for "Project Number" and a seperate field for "Project Name".
    Unfortunately we have found that some duplication of project numbers can happen within Xero as the project name and project number are within the same field.

    54 votes

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  10. 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.

    54 votes

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  11. It would be great to send an invoice to a client to be signed electronically, and on signing, the signed invoice is automatically attached to the invoice in Xero.

    52 votes

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  12. Project reports are very difficult to follow and understand. The ability to click a transaction and open the source is not possible unlike all standard Xero reports. A Profit and Loss by project is crucial. Project transactions need to be combined into the audit trail so that standard reports can be ran to include project information.

    51 votes

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  13. Ability to have a pop up reminder feature from the notes when creating a new invoice.

    Purpose: This will make users’ easily identify if there’s any special note from their contacts in Xero, when they’re creating invoices for them.

    51 votes

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  14. Adding default tracking option for inventory items in Xero.

    Purpose: To make users don't have to think about or forget to add the correct tracking.

    51 votes

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  15. Ability to use backorders in the Purchase Orders.

    Purpose: Users can easily know which purchase orders have backorders.

    50 votes

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  16. Ability to have a supplier name and link back to supplier contact list from the inventory.

    Purpose: Users can easily have information from which suppliers that they’ve purchased their inventory from, and can easily update any changes within inventory and supplier.

    50 votes

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  17. Ability to bulk add and delete tracking options on invoices

    Purpose: Ease of updating old invoices and purchases.

    50 votes

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    Hi everyone, appreciate the interest in the idea here. 


    We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here. 


    We'd recommend having a try in the demo co. if this is a new tools for you. 🙂

  18. Ability to copy some part of quotes into invoice.

    Purpose: Users’ can easily send an invoice for the work that clients/customers have done from what’s written on the quote.

    49 votes

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  19. If a business uses more than one branding theme for their sales documents, a feature to apply a separate automatic numbering sequence to each one would be useful.

    48 votes

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  20. Ability to set different rates and multiple tasks for each employee in a Project.

    Purpose: To improve the workflow when users’ using Xero Project, rather than having to duplicate the task for the employee.

    48 votes

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