4699 results found
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Invoice reminders - Automatically send invoice overdue notification to designated email address
So far I know Xero only have features of sending overdue invoice reminder to customers, but in absence of the feature I mentioned. This feature is good for the operation.
The invoice overdue days could be set by us and automatically send the notification to our preset email address once the overdue day came. So that, our customer services staff can easily be notified all the overdue invoice and doing their followup tasks.2 votes -
Bill - Show Supplier bank account when creating a bill
When you are entering a Bill to Pay, the Creditor bank account number that you have stored on their contact comes up as a window at the top, so you easily compare with the bank account number with the bank account number on the invoice. This can prompt you to check if the bank account number has been changed and you can make a phone call or follow your company guidelines regarding changing of bank account details to avoid Cyber Crime. I believe this is really important for users and will save me a lot of time. I deal with…
1 vote -
NZ Payroll - Show leave balances to approvers in Xero Me
Leave approvers to be able to see sick leave balances in Xero Me app as part of approval process
4 votes -
Bills - Email to bills without requiring it to be an attachment
Often companies email invoices but they aren't a PDF - just an email.
So you have to print the email as a PDF - then send to Xero Bills.
It would be good if you could just send through the email invoice (no PDF) to Xero Bills and it was processed without being a PDF.7 votesHi team, you may have read that we're doing some work in the accounts payable space atm and one feature that will help here is the ability to upload bills directly to Xero - Read more on our blog
I'll be back to confirm once this is available to all
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MFA | Add support for Yubikey
Please can you add support for Yubikeys, the development webpage is here:
51 votesThanks for sharing with us here, everyone. We appreciate why you'd like simpler methods to improve efficiency when logging in to use Xero.
Our product team have started some work to enable logging into Xero using passkeys. As mentioned in some of your comments, this'll support Yubikeys by default.
For now, we'll move this idea to Under review and I'll come back to keep you updated on the latest news for this feature.
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Subscription Invoices - attach as pdf
We receive an email each month with a link to the invoice, which we can then print to a pdf to download & attach to another email to send to Hubdoc or Xero Bills.
Many businesses have a 'do not click links' policy.
Please attach the pdf invoice to the original email to save all your users those extra clicks.67 votes -
Project Summary report - "Project to Date" time period option
We often need to generate Project reports for the time period 'Project to Date'.
This isn't an option in the Project Summary report. Can this be built-in as a further standard option?
7 votes -
Chart of Account - Ability to change bank a different account type
Ability to change a bank account to a different account type. e.g. A bank account that should be an equity type was added as a bank. To resolve this requires adding a new equity account type, transfer the bank account balance and archiving the old account. These could be avoided if we are able to change the account type in the COA.
16 votes -
Find & Recode - support invoices that use auto sales tax
Currently you can NOT recode invoices that use auto sales tax in bulk (with the find/recode) - please add
1 vote -
AU Payroll - Include opening balances in P&L and Balance sheet
When adding opening balance of YTD gross salary, tax and superannuation from the processed payroll from other payroll software, in the employees, it should be also included in the total expense, liability respectively. Currently, it's not coming in P & L account or balance sheet. Pleasee rectify it.
1 vote -
DATA WAREHOUSING- AU
In Australia, if your company wants to offer training services for a recognized Qualification, like an Apprenticeship or Traineeship, and (in particular) claim the associated subsidies from the Government, then the RTO Company must be registered with the Government training/education department.
Under that system, the RTO company has a contract with the department, which stipulates in detail the matters that the RTO’s operation must comply with.
In Qld State, the contract requires that the RTO’s data be warehoused in Australia. A strict reading of the clause includes the financial data related to our Students, which is held in the RTO’s…
1 vote -
reCAPTCHA - reCAPTCHA authentication for invoices
Recaptcha authentication for invoices issued from Xero
1 vote -
Invoices: Bulk update invoice all lines
It would be extremely helpful to have a 'master' input at the top of each column of a quote / invoice / bill etc so that the master input is then auto-populated under that column heading for all line-items of the quote / invoice / bill.
For instance, my sales code is likely to be the same for each item of a given invoice, and yet I need to input this code as many times as the number of line-items in the invoice - rather than just once. Same for eg tax code and, in my case, I have a…
17 votes -
Bank Accounts - Ability to add a 'Reporting name'
There isn’t the ability to have a ‘reporting name’ for a bank account name on the Chart of accounts
(. e.g. you either have to update the name in the system (problematic for live files where the client names accounts based upon their use and not in out reporting name format) or manually create a group with the correct name when drafting the financials to replace the account name.18 votesThanks for your images showing what you're meaning here, Zoe. Makes it super clear for others and our product teams.
Appreciate it's not the ideal solution but good to hear you're aware of how you can group and rename an account through the Financial reports at present. We'll keep an eye on the interest in this, here.
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Organisation Settings - Display more than 5 organizations from change organisation drop down list
When a person has more than 5 organizations in their portfolio the 'Change of Organization' drop down list only shows the most recent 5 used. It would be helpful if ALL your organizations showed on screen to choose from. Or of course, having the option to reduce to the 5 normal.
43 votes -
Files - Ability to have sub files
Files is a great feature to use, to make it even more user-friendly it would be really useful to have a high level folder e.g. for the current FY, with the info sitting in sub-folders under it. that way you hold multiple years worth of info there, keeping it well-organised, easy to find and manageable.
103 votesThank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊
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Quotes - Create one invoice from multiple quotes
Ability to consolidate multiple quotes in to a single invoice
6 votes -
Analytics plus - Include bills with future dated payments in STCF projection
Short term cash flow projection, please can you update it to show bills with future dated payments?
Once our suppliers bills are in for the month, we often set bank payments up for them for their due date so that we don't' have to keep remembering to make payments. If we mark them up with a future payment date, they are removed from the cashflow forecast. It would make much more sense if they appeared in the cashflow on the date they have been set to pay.6 votes -
Checks - Bulk upload check
Bulk upload of check data into registers for printing using excel or third party. Not the same as paying via check bill payment.
4 votes -
Navigation - Make the Default records per page not 10 or 25
Make the default items viewed on reports, journals, invoices etc the maximum you can view not 10 or 25
1 voteHi Paul, while we don't have any immediate work planned for this is there an ideal # of items you'd like to set as a default per page?
Just to keep things transparent, in the way features in Xero are developed, it's unlikely that this would be implemented across all areas at once. You may notice with the recent update we have being rolled out in the Reconcile page you can now see 50 statement lines at once. Also from within Products and Services, if you change the # of items per page, this selection will be held when you navigate away. A couple of exceptions for this would be if working in incognito mode or switching between browsers.
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