4681 results found
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Dashboard - Ability to add sticky notes/notes
To have notes in the Xero Dashboard.
Purpose: Users within the Xero org can leave the notes and easily remind one another.
155 votes -
Quotes - Ability to request signature
Instead of having the client simply click on "Accept" quote, they should be prompted to actually digitally sign the quote. If there is for example two people as the contact, then both of these owners need to sign the quote for it to be accepted.
18 votesThanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
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Contacts - View suppliers and customers at the same time
I would like to be able to see Customers and Suppliers on the top bar, without having to first go into contacts, this would make looking up customers or suppliers easier with less delay. I often select the wrong one in error and then it takes even longer.
1 voteHi Helen, did you know you can search a contact from the 🔍icon in the blue banner? This will avoid having to go all the way to contacts and find the contact there 😊
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Bank Reconciliation - Discuss Tab - Change to a chat module to show User and date
The Discuss Tab should have a history trail showing the user and date that a comment was submitted.
Also registered comments should not be editable or removed once submitted. The ideal situation would be if the tab took on the functionality of a chat system also allowing to tag a user of that particular company in a discussion prompting a notification to the user.
Once a transaction is processed, the notes should be attached to the transaction in the history and notes section for future reference.
9 votes -
AU Payroll - Report on all pay items created in Payroll Settings
A report showing Pay Items (or any of the Payroll Settings) including all the fields associated with the pay item.
9 votes -
Contacts - Ability to bulk restore archived contacts
I have 4000 archived contacts that I need to restore. Doing them one by one is ridiculous and will take an eternity. Adding check boxes on the side to select multiple to restore in bulk would be an easy feature to add and benefit greatly.
13 votes -
Financial Settings - Custom accounting periods/calendars
It would be great if it were to be possible to apply accounting periods Period 1 , Period 2 etc even if these fall into the calendar months or fall into 4/4/5 week pattern . It would make looking at transaction reports in a pivot far easier , it would avoid having to save data , fix it with additional columns and then review constantly . This would be a game changer . All companies work to months calendar or something else yet Xero doesn't have this functionality which is crucial to analysing data and preparing month end .
9 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.
114 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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Bills to Pay UI - Visual Hierarchy
Bills to Pay UI - Visual Hierarchy
the new update of the 'bills to pay' screen is great and has some very useful new QOL features but i think the current layout is quite difficult to read and should contain a similar visual hierarchy that the old style had.
i have found myself focusing intently and trying to figure out where i am up to which could easily be fixed by a graphic designer adjusting fonts, weighting and alignment.
9 votesHi community, thanks for sharing your feedback in the idea here. Since first raised, we have made some improvement to the Bills to pay page including the ability to quick view and edit bills on the fly from the list, a duplicates review feature and the ability to directly upload to create draft bills in your organisation.
Taking some of the more recent development into play it'd be good to hear if there are still particular aspects of this page that you feel could be improved.
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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.
19 votes -
Expenses Report - Ability to view unapproved expense claims
Xero Expenses - Currently there is no report to get information on expense claims needs approving. (by staff member, period etc) It would be useful to have a report which can be filtered rather then logging in to screen and view all. Thanks!
13 votes -
Navigation - Buttons at top to navigate between pages of a list
Having a ‘Back to top’, ‘Next’ and ‘Previous’ page link options at the top of the page as well.
Purpose: To save users time from having to scroll the page.
158 votes -
Bills/Invoices - Notes preview
The ability to preview notes added against a bill/invoice from the summary screens, rather than having to open each record to view them. For example a notes icon next to the existing document one, which would display the note when clicked.
9 votes -
Xero Support - Increase description field size in case raise form
Hi,
Could you make the "Tell us what happened" box bigger? It's meant to be used for clients to give Xero detail of the what the issue is.
It only takes 2 lines at a time and is abit annoying when trying to compile a message and give details.
3 votesThanks for sharing your feedback 😊
If you need to add more detail than two lines, you can resize the description box using the draggable corner in the bottom right.
To be open and upfront, our product team don’t have any plans to change the description box at this time, but will see how the feedback evolves here and through other channels, and keep this in mind. We’ll be sure to pop back to let you know of any updates. -
Purchase Orders - Include payment terms
Would be extremely helpful to be able to include the Suppliers Payment Terms as an addtional field on the Purchase Order Template.
10 votes -
Bank Reconciliation - Remember Search details in Statement and Account transaction pages
If you go to the bank transaction page and search for a word then click one of search results then go back on your browser, the previous page has forgotten your search. It should remember the search, quite a few other sections do this but not the bank statements page
4 votes -
AU Payroll: Control default 'Timesheet type' for employees
Set the default time method for timesheets.
Allow the payroll admin to set the default method for all employees to capture the timesheet details. EG set all employees to use only the time in and time out method not the hours method.
17 votes -
Timesheets: Daily approvals
Weekly Payroll calendars and get paid monthly.
It would be advantageous if timesheets can be submitted daily and approved daily.
Reason: approved cannot remember hours staff worked last 30 days. approver has to make a note of hours and then refer to notes when approving timesheets submitted.42 votes -
Custom report - Add formula rows for % percentages (e.g Gross/Net profit)
Custom Reports: It would be great to be able to add a formula row in the custom reports that can display as a percentage. For example GP% and NP%
Or just have the ability to add a GP% and NP% row.88 votesHi everyone, while we thank you all for your input on this idea here, with shifting priorities the planned work for formulas for % within reports has changed and this will not be picked up as soon as we originally hoped.
For now we'll move the status of this idea back to Submitted and share if there's any further progress. Please do keep feeding back and contributing to this idea if this is something you'd like to see.
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Project reports - View estimated profit based on quotes
We need to know Potential Gross Profit when Quoting ( Obviously ! ).
Potential Gross Profit = Estimated Charge minus Estimated Cost.I understand that Project Details reports and Project Summary reports require Time Spent to be entered or an Invoice to be generated before Gross Profit can be shown.
But for Quotes we do not wish to generate an Invoice or record Time Spent, because a Quote is not a Project until it is awarded/won and does not require an Invoice until the Project is complete.
Please can we have the capability to look at Potential Gross Profit equals…
19 votes
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