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4303 results found

  1. Ability to email and print overpayment receipts from Xero.

    Purpose: Some accountants need to print and email overpayment receipts from Xero, and having this feature will make their work easier.

    49 votes

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  2. Ability to allow a 13 month accounting period.

    Purpose: Because there are some industries that are benefited by getting 13 month/13 four weeks accounting period (e.g. restaurants that depends on running on a weekly sales basis).

    36 votes

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  3. Ability to make repeating invoices to be generated to an earlier date without having to change the setup.

    Purpose: Users’ can sometimes ask their customer/client to pay the invoices earlier.

    151 votes

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  4. To apply a prompt payment discount/settlement discount to an Accounts Receivable invoice from the match items screen in the Bank Reconciliation.

    Purpose: So users can offer early discounts to vendors/suppliers without needing to do manual credit notes or editing the invoices.

    283 votes

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  5. Ability to add budgets in the balance sheet accounts.

    Purpose: It’ll make it easier for users to see the figure when they're budgeting in Xero.

    152 votes

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  6. Ability to identify transactions that are transferred between related entity loan accounts that have separate Xero accounts.

    Purpose: a huge time saver for partners who are dealing with multiple Xero orgs.

    17 votes

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  7. Ability to add a custom fields to a contact record that is able to be displayed on invoices

    Purpose: Ability to include more information that’s unique to customers/business/industry that assist the transaction and relationship between customers

    426 votes

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    Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

    With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

    Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

    We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

  8. To be informed of the status of mail sent from Xero
    Purpose: Identify contacts that mail is not getting to, and ability to validate if information has been received by contacts

    29 votes

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    Hi everyone, as much as we appreciate the feedback and interest of being able to receive a notification of whether an invoice has successfully sent. The team priority right now is around the body of the invoice within Xero. 

    We want to be transparent in this here and will move the status of the idea back to submitted. 

    We will let you know of any change. 

  9. Ability to create a prepayment in a currency other than the organisations base currency

    Purpose: Having a multi-currency prepayment option in Xero will make users’ who are dealing with customers that pay prepaid foreign currency accounts to their business easier.

    98 votes

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  10. Ability to integrate budgets by tracking categories with the master overall budget.

    Purpose: Because it can automatically flow through the master budget, so users don’t need to manually reconcile during this process.

    134 votes

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  11. Ability to have batch pay for multiple foreign currencies.

    Purpose: Because some organisations are dealing with foreign currencies, and it’ll save users time to be able to mark a payment in batch for their customers/clients.

    268 votes

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  12. To make have Xero fill the invoice number automatically when customer importing invoices.

    Purpose: To save users’ time rather than having to supply their own invoice numbers.

    28 votes

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  13. Report that shows the total sales made by each sales person in an organisation

    Purpose: Ease of being able to compare Sales reps stats across the organisation and/or overtime

    8 votes

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    Hi community, as you've found Xero doesn't currently have a function that automatically tracks or calculates sales by sales person.

    In the meantime, you could use tracking when you record your sales, which will allow you to report based on sales made by each sales person.

    A suggested process is:

    • Create a tracking category called something like 'Sales Rep', and create category options within the category for each of your sales staff.
    • When a sales invoice or quote is created, you can include the staff member's name in the staff member (Tracking) field on the invoice/quote.
    • You can then use the Tracking reports to see the sales that relate to each 'Sales Rep' and calculate commission manually outside of Xero.

    If commission sales are a regular part of your business, you may wish to consider using one of our integrated App products. These integrate with your Xero organisation and…

  14. Ability to add account description from statement description when setting up bank rules.

    Purpose: To easily reconcile similar transactions but have different descriptions.

    72 votes

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  15. Ability to add a Pay Now link to statements so customers can pay all outstanding bills via the statement they receive.

    Purpose: To make it easier for customers to view and pay their outstanding bills and make a bulk payment for all at once.

    268 votes

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    Hi everyone, we wanted to return and give a little more information with the update of this idea's status.

    Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.

    Though it's early days at present we'll keep you updated of their progress, here.

  16. Ability to make the invoices that have been ticked in the previous page stays ticked.

    Purpose: Because it’ll save users’ time when they’re doing batch payments, especially when they have to tick all the invoices across multiple pages.

    112 votes

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    Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.

    We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.

  17. Ability to add item 7A to track deferred GST

    Purpose: Because many organisations import goods and defer GST.

    10 votes

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    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding adding item 7A to the Business Activity Statement.

    We understand that the ability to easily track deferred GST is crucial to your workflows.

    Currently 7A on the BAS is a manual field, which does not update the figures on 1B. To adjust for this, we recommended the following workaround:

    1. Enter the original purchase as BAS Excluded.
    2. Once you have the Customs Entry form N10, you're entitled to claim a GST credit. Create a Bill with the value of the Deferred GST showing on the N10. Code this to your GST account (820 in the default Chart of Accounts) using the tax rate GST on Imports so that it shows separately in the Transactions by BAS field report and gets reported under 1B. You'll still need to manually add the Deferred GST…
  18. To have the ability to combine the reporting between more than one Xero org.

    Purpose: Better at group budgeting and account managements

    181 votes

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  19. Ability to set up a default bank account for bills payments and invoice receipts.

    Purpose: To save time from having to select a bank account.

    34 votes

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  20. To have the ability to add additional currencies that are not on the standard list.

    Purpose: Business accept payments in Bitcoin and have no way to add that to the currency list. This would allow the ability to calculate tax, profit, and loss from the currency/cryptocurrency that the business is using.

    110 votes

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    Hello I am the product manager for the group within Xero which looks after the currency capability.

    I follow the digital currency space closely, I find it incredibly interesting both sociologically as well as technically. However as a product manager my role is to ensure that my engineering group works on the things that create the most value, for the most people, and in alignment with the company's long term goals and aspirations.

    Digital currencies continue to have an extremely passionate, but also extremely small group of users who want to see them handled in Xero. The cost remains very high for us to deliver this feature, and does not make a difference to enough peoples lives to justify that investment. There are a lot more touchpoints than many people appreciate to implement crypto properly. Huge decimal precision, UX, currency rate feeds, revaluation logic, reporting - all need changes to…

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