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4643 results found

  1. Automatically send email reports every month.

    Purpose: Users can set up recurring reports to the dedicated person consistently at the same date.

    532 votes

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    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

    We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

  2. Ability to handle reverse charges for VAT EU in Xero Global edition.

    Purpose: It’ll save users time instead of having to use third party API or creating a second line with a negative amount.

    20 votes

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  3. To get the ability to unvoid Invoices

    Purpose: Because creating a new invoice will generate a new invoice number, and if user can unvoid it, they can still get the same invoice number.

    13 votes

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  4. Ability to import/export invoices in bulk.

    Purpose: It’ll save users time rather than having to create each one individually.

    216 votes

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  5. Ability to produce statements of activities that can specifically produce tracking categories for not for profit organisations.

    Purpose: This will make a not for profit organisation can classify different types of income that they’ve received using these specific tracking categories.

    8 votes

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  6. Adding an undo option when users are doing reconciliation in Xero.

    Purpose: Undo button will make users reinstate the transactions easily if they remove it by mistake.

    25 votes

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  7. 26 votes

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  8. Ability to export and print files from Xero in bulk.

    Purpose: To have backup files and audit purposes.

    573 votes

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    Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
    We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
    While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
    However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…

  9. Ability to make Physical address as default delivery address when creating Purchase orders.

    Purpose: It’s saving users time rather than change the address manually.

    63 votes

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    Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.

    I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.

    In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…

  10. To have the ability limit some users to access some bank accounts within Xero org.

    Purpose: To limit some staff to not be able to see the information about the client’s bank balance.

    400 votes

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    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to…

  11. Ability to have duplicate contact names in Xero.

    Purpose: It’ll make an easier workflow for users. Because often, they have the same contact name and trading name but different addresses.

    137 votes

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    Hey community, thank you for your continued interest in this idea.

    Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.

    I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete. 

    Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.

    In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.

  12. Ability to show details on notes or comments from Invoices/Contact record to Aged Payable report.

    Purpose: With notes and comments, users will have extra details with the debts that the suppliers/customers owned to users’ business

    36 votes

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  13. Ability to have a pop up reminder feature from the notes when creating a new invoice.

    Purpose: This will make users’ easily identify if there’s any special note from their contacts in Xero, when they’re creating invoices for them.

    53 votes

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  14. Ability to restrict access to specific tracking categories for some users in Xero org.

    Purpose: To help users hide the incoming and outgoing transactions from some users within the Xero org. Some organisations (e.g. not for profit) need this to protect the privacy of their donors and departments.

    48 votes

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  15. Ability to add unique reference numbers to transactions so that user can search by the Xero reference number.

    Purpose: Will be helpful in identifying which transaction belongs to the paper copy of the invoice in a client's records

    19 votes

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    Hi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here 


    The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon. 


    Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented. 


    Alternatively, in terms…

  16. Show files icon and number of documents attached within Account Transaction report.

    Purpose: To easily search the attached document from the main account transaction report screen.

    88 votes

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  17. Feature where users’ can include addition to existing assets.

    Purpose: To save users’ time rather than having two create two different assets in Xero.

    95 votes

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  18. Ability to have a notification when there’s a duplicate contact in Xero.

    Purpose: To make users easily check contacts that have similar details.

    49 votes

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  19. Ability to use Azure Active Directory for MFA.

    Purpose: It makes Microsoft users easily log into Xero.

    339 votes

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    Hi community, we appreciate many businesses have adopted single sign on with providers like Google, Microsoft Azure/Entra, and Okta to easily streamline logins to many applications and manage operational risk. Our team are staying close to votes and feedback of the idea here, and though we can't commit to development at this time, we will be sure to let you know of any progress toward enabling single sign on

  20. Ability to flag an invoice or bill when it’s in dispute or query.

    Purpose: To ensure users do not pay an invoice/bill when it is currently 'under query/dispute' in error.

    445 votes

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