193 results found
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Xero Mail - Send as @company-name.com not message-service@post.xero.com
Ability to make an email sent from Xero appear as @company-name.com instead of message-service@post.xero.com, when users send an email to their client/customer.
Purpose: To provide more validity when sending communications from Xero out to clients/customers and avoid items ending up in Spam/Junk mail.
169 votesHi everyone, thank you for your thoughts and feedback to the idea here. We understand the interest and rationale for why you’d like to be able to send from your own company address when sending items from Xero.
This capability is something our product teams have reviewed multiple times, however being transparent with you all the road to developing a feature of this kind is rather complex and requires extra steps outside of Xero for customers to enable, and possibly impact delivery and spam control through the process. For the time being, this is not something that we have planned to develop.
To confirm how this currently works, when you send emails from your Xero organisation, these are are sent from our email message service. If your customer replies using ‘Reply to’ from the email they’ve received, their reply will go to the ‘reply-to’ email address that has been set… -
Purchase Orders - Import / Export function
Simply formalising the blog comments from others to have Import functionality added to PO's and Xero's "if there is sufficient demand".
+1 here
4 votesWe appreciate the passion and feedback we've received from customers about the ability to import and export purchase orders.
We want to be open, that we do not have a direct plan to build export and import functionality in Purchase Order any time soon.
Our Product team in this space are currently focused on modernising our underlying technology so we can build new features, faster in the future.
To give a clear message for anyone coming across the idea, we'll close this idea.
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Reporting: Aged Reports - Run in different currency
Ability to run different currencies in Aged Payable report.
Purpose: Because some organisation make their sales in a different currency, so it’s beneficial for them to run these reports using different currencies.
264 votesHi everyone, thanks for all the valuable feedback and ideas shared regarding aged reports in different currencies.
It seems that this idea picked up several different themes over time so we want to clarify where we’re at with this. In the past few months our product team has worked hard to improve the functionality in this area. That includes releases for totals when run in a single currency - so you can see a total of your foreign currency, and disclosures 🎉
We’ve introduced FX disclosures on the Aged Reports, which displays as a note at the bottom of your report or as an icon next to figures on the report to indicate that they include revalued foreign currency amounts to give you more flexibility. The disclosure will contain all the currency information that has been used to calculate the figures in your report. The exchange rate note will display…
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Organisation settings - Backup / export copy of Xero file
Ability to export copies of the Xero org data.
Purpose: Because the ability to export the copy of the Xero file data makes the user more comfortable. In case there’s incident happens.
149 votesHi everyone, we appreciate wanting the ability to create your own back of your data. For individual use, we recommend creating your own backup by exporting the relevant data from Xero - There are many areas of Xero you can export data from and we have an article that details this more.
Protecting your data is important to us. We do daily backups of customer data to safeguard against data corruption and any hosting service failure. However, these backups aren't designed to be used by individual organisations to undo/reverse data changes performed by users in the organisation.
You can read more on Security at Xero on our website.
Being transparent, this isn't something we're looking to develop for individual use ourselves. If of importance to your business, we do have some official app partners who can fulfill this need and you can explore these through our Xero App… -
Invoices - Ability to recognise future revenue
The ability to recognise future revenue from the invoice.
Purpose: To find out the future revenue, because for some businesses the invoice that they’ve issued to their customer is the revenue for the future month.
100 votesHi all, appreciate the interest and rationale in wanting to be able to recognise revenue of a sale at a date different to that of the invoice or payment date.
While this maybe 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. In the meantime it may be best to look into connected apps that can solve for revenue recognition. We'll be sure to let you know if there's any change around this, here.
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Product & services - Create custom (tiered) price lists for contacts
Ability to create multiple price lists for the same inventory items, and be able to set a default for each contact.
To enable tiered pricing for different groups of customers. Would save time and require less manual checking
89 votesHi all, thank you for contributing to idea here. While our Inventory team have reviewed the idea for custom / tiered price lists in Xero, we want to be open that we do not have development planned for enabling more extensive Inventory management like this.
There are many Inventory apps that connect with Xero and offer these types of services and more - You can explore these on Xero App store. To be transparent we will update the status to not planned - If there is any change to this we will share with you here.
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Batch Payments: Customise CSV batch file
The ability to customize a csv output file to be able to import into a banking system.
2 votes -
Bank Feeds - Foreign Currency Bank Feeds
Ability to set up bank feeds for foreign currency accounts.
Purpose: To save time rather than manually import the statements into Xero. And it’s beneficial for businesses who are dealing with foreign currencies.
8 votesHello everyone, thanks to those who’ve provided detail on the particular bank feeds you’d like to connect foreign currency feeds for.
Moving forward, we’re going to close this idea and encourage starting new ideas for each specific bank - This’ll make it easier for others to understand what they’re adding their support for, and enable our teams to get better insight.
As you’ve mentioned Westpac, we’ve created two separate ideas that can be joined - One for Westpac AU, and another for NZ here.
As for the CBA, you’re now able to connect your foreign currency feed into Xero - Read more on our article here for more information.
If you want other banks to connect with Xero and enable the foreign currency feeds, you can let them know that they can register their interest by filling this form here.
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Reporting - Calculate COGS for Untracked Inventory items: Opening Stock + Purchases - Closing Stock
To make the profit and loss report calculation is based on Cost of Goods Sold = Opening Stock + Purchases - Closing Stock.
Purpose: To get the figures easily in P&L report by deducting the closing stock from purchases.
14 votesHi community, in the way untracked inventory in Xero works it isn't possible to automatically calculate cost of goods sold for a period in your reports.
There is a way to go about this yourself through entering Manual Journals to account for the Cost of Goods sold, and adjusting the value of inventory on your Balance Sheet.
You'll want to enter your Conversion Balances into an account that has a Current Asset type rather than an inventory type (Inventory type is reserved for use with tracked inventory in Xero and can't be coded to on manual journals).
To avoid potential taxation and reporting issues - We highly recommend contacting your accountant to check whether this is suitable for your business, or if you need additional clarification on what journals to enter. -
History and Notes - Edit and delete notes on invoices, contacts, etc.
Can we please be able to edit or delete notes on invoices?
Currently we can't delete notes, which is really annoying when I make a mistake or enter a note for the wrong invoice (and having the wrong information on a note attached to a customer's invoice means that I can't provide proper support).
On a related note, it would be great if we could cut and paste screen shots (or images in the clipboard) into a note and also use the iPhone app to attach a photo to a note. That would be really handy for including courier or…
1 voteHi everyone, although no direct change of the status here we wanted to share a recent improvement to Contacts that may be of interest.
Contacts has recently added a new feature that allows you to add additional Notes for a Contact.
When adding or editing a Contact you’ll see a new field for this at the bottom of the Contact Details section, where you can enter, edit and remove notes for a contact.
Meaning that on-going you could enter any notes that you may wish to change or remove overtime in this field. Thanks -
Offline/Online Syncing Xero Accounting Desktop Program?
I'm thinking along the lines of Dropbox. When you dont have internet connection and a file or folder is added, obviously the file is not distributed to the cloud, but when the computer gets internet access it Syncs all of its data with the cloud.
Im thinking of the same thing for Xero, if for some reason internet connection is lost, you could still use all the same functionality, then once it gets online then it Syncs all the information with the cloud.
What does everyone think?1 vote -
Profit and Loss - appropriation report
Ability to generate Profit and Loss appropriation reports in Xero.
Purpose: Users can see figures of profit for a year, income tax expense, dividends paid, retained earnings from prior year.
16 votesHi everyone, currently there is an appropriation statement available to Partners in report templates for Australia. Being open we don't have plans to add this at the client level. However, you an create your own with the Blank report. You could add a schedule and pull in the appropriate accounts.
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Batch payment | Pay with Wise - Group supplier payments into single total amount
Currently, when we use Pay With Wise, each bill is paid as a separate payment from Wise to the supplier. This is not the expected way, as suppliers prefer to have one payment per month which bundles all pending receivables from us. This mimics how payment batch files work.
Please improve Pay with Wise so that multiple bills for the same supplier are sent as one bank payment.
0 votesHi all, while we removed the Pay with Wise as a follow on from our last update we wanted to confirm that we have released UK bill payments in Xero.
Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog
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