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4643 results found

  1. Ability to rename the files in Xero Files once it’s attached.

    Purpose: To make other users in Xero (the one that doesn’t upload the file) can easily identify the file without having to click it.

    26 votes

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  2. My suggestions are as follows:

    • Forum topics devoted to actual components of Xero i.e. Sales, Payables, Payroll etc
      Current topics aren't specific or indicative of where to post your question or browse. (Delivered)

    • Communities by Country
      Information would be accurate to country of business residence.
      Saves going into many posts that aren't relevant to country accounting standards.
      Users wouldn't have to preface each subject with country code

    18 votes

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    It's good to hear how we can improve our forums for you all to continue engaging with one another within Xero's community. With the launch of Xero Product Ideas in April, we took the opportunity to restructure the site in a more meaningful way for our customers.

    The forums are split by product - In for small businesses, you'll find categories that represent feature in your blue Xero organsiation. While over in for accountants & bookkeepers, you can support ideas for Xero's Partner products and features aimed at practices servicing Xero clients.

    Communities by country is something we'll continue to assess. We appreciate how greater visibility of a users time zone could help with navigation of knowledge and ideas. In the meantime, you'll find in the forums here and across in Xero Central Discussions community managers may sometimes edit the title of a community discussion to include most relevant regions…

  3. The ability to assign contact in manual journals.

    Purpose: To enable to track journal entries with contact name

    168 votes

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  4. Ability to bulk add and delete tracking options on invoices

    Purpose: Ease of updating old invoices and purchases.

    55 votes

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    Hi everyone, appreciate the interest in the idea here. 


    We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here. 


    We'd recommend having a try in the demo co. if this is a new tools for you. 🙂

  5. Adding default tracking option for inventory items in Xero.

    Purpose: To make users don't have to think about or forget to add the correct tracking.

    62 votes

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  6. Ability to send statements to contact groups.

    Purpose: To make users’ easier to send statements rather than sending it individually.

    177 votes

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  7. Ability to delete contacts who have no related records/activity.

    Purpose: Because some contact that has no record shouldn’t be visible in Xero and can just be deleted.

    113 votes

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  8. Automatically include PDF of invoice when sending it via Xero Network Key.

    Purpose: Some clients need to see the attachment of the invoice. It’s also good for audit purposes.

    82 votes

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    Thanks for your interest in being able to send a PDF of an invoice via the Xero Network. 


    While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network. 


    Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central 

  9. Ability to have an alert in Xero when an invoice has been paid.

    Purpose: Users can easily be reminded. Which will make it easier for them to order the product/stock for their business when they know that they have been paid.

    120 votes

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  10. Ability to have weekly reports for sales in Xero.

    Purpose: Users can track the daily trend across each week.

    13 votes

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  11. Ability to add a default CC email address in the email template.

    Purpose: Users can easily input another email address when they have to add they create an email template.

    56 votes

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    Hi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify. 

    We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing. 

    While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea. 

    For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact' 

    On the other hand, if you'd like to ensure…

  12. Setting up a clearing account in the chart of accounts.

    Purpose: Users can use it as an actual bank account rather than creating a fake bank account in Xero. As this is important in some Payroll cases.

    6 votes

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  13. Ability to enter VAT scale charge on VAT returns.

    Purpose: To easily enter and calculate VAT scale on charge in Xero.

    6 votes

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  14. Have a log or register of all emails sent from a Xero organisation with detail of content, recipients, senders, and date of send.

    Purpose: Validity when being queried by customers about a transaction, verifying payments and collecting debtor payments. Proof of interaction.

    300 votes

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  15. Ability to copy/duplicate details into Demo Company.

    Purpose: To easily test any changes in the Demo Company rather than implementing it directly into ‘Live Xero organisation’.

    32 votes

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  16. Ability to add custom fonts for standard invoice themes.

    Purpose: To have a better branding for users’ business.

    27 votes

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  17. Ability to make a contact as supplier, customer and both.

    Purpose: To make bills cannot accidentally be entered as sales and vice versa

    31 votes

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  18. Ability to set up multiple due dates for payments/deposits.

    Purpose: payments and deposits can be spread throughout different dates.

    155 votes

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  19. Ability to automatically create a sequential numbering.

    Purpose: To make filing invoices quicker.

    29 votes

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  20. Ability to have an automated scheduled payslip.

    Purpose: To make Payroll admin workflow easier, especially when they aren’t working on the day when payslip needs to be sent.

    172 votes

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     ·  44 comments  ·  Payroll  ·  Admin →
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