4559 results found
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Report templates - Report fields: Customising adviser reports at a client level
Ability to customise adviser reports at a client level.
Purpose: To make the accountant can easily provide the report that suits their client’s preference.
6 votesThanks for sharing your thoughts on how we can improve Xero for you. While our team are considering improvements to Report Templates, currently there are no direct plans for changing the way Report Template fields are updated. We'll continue to keep an eye on the interest of this here, and share if there's any change to this.
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Contact - Supplier Account Credit Limits
Ability to show account credit limit in supplier contact.
Purpose: Users can easily know the limit of orders from suppliers.
129 votes -
Dashboard - Cash flow forecast
Ability to show cash flow forecast on the dashboard.
Purpose: Users can easily get the snapshot on how their cash flow projection is doing for their business.
10 votes -
Organisation Settings - Add Registered office address separate to Postal & Physical addresses
Separate field between office address and postal & physical address.
Purpose: To make the administration process and setting up organisation details in Xero easier.
30 votes -
Manual Journal - Ability to set default for 'Show journal on cash basis reports'
Ability to set as default whether the "Show journal on cash basis reports" should be ticked or un-ticked on manual journals
Purpose: Because accountants that does the annual journals for clients who do their own GST we don't usually want these journals to show the late GST claims
172 votes -
NZ Tax - Donation Tax Receipt
Ability to get a single donation tax receipt for a year.
Purpose: Save time collecting Donation Tax Receipts for reporting
15 votes -
Invoices - Allow contra entries of sales invoices against purhcase invoices and vice versa
Allow the automatic matching of sales invoices against purchase invoices for the same contact.
Purpose: To make users don't have to use suspense accounts, and the function can work the way credit notes work.
33 votes -
Reporting - File Attachment Report
Ability to show attached documents in Reporting.
Purpose: To provide clients to see the list of transactions which also show the attachment for each transaction.
208 votes -
Account transaction - Restore deleted account transaction
To have the ability to restore the deleted account transaction
Purpose: To save time rather than creating a new account transaction manually again.
23 votes -
Bills - Prompt an alert for duplicate Purchase Invoice references when approving from list
Ability to alert a user when there’s duplicate invoices references when they’re about to approve it.
Purpose: To prevent when user approved invoices in bulk through either the Draft or Awaiting Approval sections. So they can double check
41 votesWe received really good feedback from the teams concept testing. Thank you to all those that participated in this!
We're now working on building a feature that'll help detect duplicate bills, and help you identify these in your workflow.
I'll move to working on it and be back to let you all know when this is released for you to get full use of. 😊
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Invoice Reminders - Auto email Statements to customers
Ability to send an automatic statement to customer
Purpose: To prevent late payment from customer
483 votesThanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
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Files - Include attached files when using 'Copy'
Ability to keep the files attached when users’ they’ve copied it into Bills.
Purpose: To save users’ time from having to manually send the file attachment separately.
22 votes -
Contact: Email notification - Notify all users or nominated users when supplier bank account changes.
Ability to have email notification to all users/nominated users when supplier bank account changes.
Purpose: So all people in Xero orgs will immediately know if there’s any unusual activity in supplier bank account detail.
79 votes -
Reporting - Layout | Option to choose portrait or landscape
Ability to choose either portrait or landscape for aged payable/receivable report layout.
Purpose: To make the layout look more consistent between these two reports.
129 votes -
Fixed Assets - Dispose multiple assets at once
Ability to dispose of multiple fixed assets at once.
Purpose: To save users’ time, because the current process is users need to dispose assets one by one.
225 votes -
User Roles - Purchases Only access to Age Analysis
To make users that have Purchase only access to be able to have Age analysis permission as well.
Purpose: To have more flexibility for giving other staff access to other parts of Xero.
7 votes -
Profit and Loss report - Detailed Profit and Loss to show all transactions
To show all expenses in the profit and loss report.
Purpose: To make it easier for a user to see all the expenses in the report rather than having to individually open each expense
40 votes -
Inventory Adjustments - Ability to edit
Ability to edit Inventory adjustment.
Purpose: Because it would allow the accountants to reverse the effect of any wrong adjustment.
36 votes -
E-Invoicing - PEPPOL Compliance
Ability to send invoices through PEPPOL network.
Purpose: To comply with the European standard of e-invoicing and e-ordering. Especially for those who deal with the public sector.
17 votesHi everyone, along with AU and NZ it is now possible to send approved invoices electronically through the Peppol network in the UK. 😊
We'll shift the idea back to submitted again with other regions interested in this feature and will let you know if there are any further plans made around this.
For those interested in the ability to bulk send eInvoices - we have a separate idea for this that you can join and follow.
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Global Search - Search items by Description
Ability to search items by description through global search in Xero.
Purpose: To save time searching line items, especially for users who are dealing with lots of items.
104 votesAppreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
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