4790 results found
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Email Settings - Specify date/time to send transactions
Ability to specify date/time when users’ want to send emails from Xero.
Purpose: So clients/customers can receive the email during the working hours and not at random time.
477 votesAppreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
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Invoices - Unapprove option
Ability to unapprove invoices once it’s already approved.
Purpose: it’s easier to have this feature if users approved the wrong invoices by mistake.
464 votes -
Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'
Ability to show bills and invoices that are in ‘awaiting approval’ status.
Purpose: Saving users’ time from having to click on ‘invoices owed to you’.
101 votes -
User Role - Access to Products & Services (Inventory) and Purchases/Sales only
Ability to allow individual access to inventory(products & services) and sales in Xero.
Purpose: Enable ability to view different sets of information within an org.
430 votesThanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
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Search: Sales/Purchases - Ability to prompt credit notes when selecting 'credit'
The ability to search credit notes without having to know the credit note details.
Purpose: To make users easier when searching credit notes in Xero.
7 votes -
Reporting - Customisable Contents & Cover pages in New Reports
To make contents and cover page customisable in the New Reports.
Purpose: To make the report look more professional when showing it to the clients.
62 votesHi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template.
Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers
We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports.
We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.
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Fixed Assets - Bulk edit
To allow multiple Fixed Asset Changes to be made at once and also selecting multiple Assets to Register at once.
Purpose: To save users time. Especially when dealing with large Asset Registers and users have to edit it one by one.
93 votes -
Quote - Get a link that can be shared externally
Ability to get quote links so users can also send it from their own/other email address.
Purpose: To simplify the current workflow. As users’ currently sending a quote to themselves from Xero, and then copy the link out of there.
69 votesHi everyone, completely appreciate wanting to hear from us on the idea here. Having checked in with our product team we totally get the interest in this idea and creating more consistency between quotes and invoices in Xero.
While we'd like to take a closer look into this down the line, we want to be upfront that there's other work that the team are drawn to atm as a priority and creating a shareable link for a quote is not planned at this stage.
It's definitely on the teams radar and we're keeping an eye on the feedback here, as soon as there's any news to share I'll be sure to update you on this, here. -
Billable Expenses - Ability to add margin/mark-up
Ability to add a mark-up in the billable expense.
Purpose: Because some clients will ask additional expenses to users’, this will help them easily add mark-up price in their expenses.
52 votesHi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here.
When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up.
We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress.
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Email Settings - Set which users to receive Bank account change notification
Ability to select one or two users to receive the notifications when there’s some changes in a Bank account.
Purpose: Because some staff in Xero doesn’t need to know if there’s changes within the bank account.
45 votes -
Quotes - Copy partial Quote to an Invoice
Ability to copy some part of quotes into invoice.
Purpose: Users’ can easily send an invoice for the work that clients/customers have done from what’s written on the quote.
58 votes -
Contacts - Different default email addresses for different transactions in Xero
Ability to allocate different transactions to different email addresses.
Purpose: Because it’ll make users’ workflow easier when they’re dealing with the contacts that have different departments.
304 votes -
Bank Rules - Set Reference to Custom Text
Ability to have custom text in the ‘set reference’ when setting up Bank Rules.
Purpose: This will save users’ time when they’re doing reconciliation each week.
29 votes -
Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
Ability to send an automated 'Payment received with thanks' email to the customer
Purpose: To give a professional image to users’ customers/clients, and save time in a current manual process
335 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
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Reporting - Show average Days to Pay by customer
Ability to show average days to pay by customer.
Purpose: User can sort into the customer that habitually pay late and take appropriate action.
143 votesHi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
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Billable Expenses - Allocate supplier credit notes to a customer
Ability to allocate credit notes to a customer.
Purpose: To save users’ time rather than having to manually go into the Billable Expenses, outstanding report, find the original invoice and edit it to remove from recharging the client.
40 votes -
User Role - Invoice Only + View Reports
Ability to assign a user where they can only have Invoice only and view only reports.
Purpose: To make user permission easier to set up, rather than having to upgrade them into Standard. As this will allow a user having access to more confidential reports.
144 votes -
Prepayments - Send receipts and remittance advices
Ability to send receipts and remittance advice when allocating a payment as a prepayment.
Purpose: Users’ can easily send the customers receipts of their deposits.
32 votesHi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible
alternative where you could send the prepayment transaction to your customer.
Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.
- Change the 'Approved Invoice title' field to Receipt.
- Deselect the Show unit price and quantity columns.
- Deselect the tax column.
- Deselect the Show payment advice cut-away
We'll continue to stay tuned to the idea here, and let you know if there's change.
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Email Settings - Ability to add other email address when user choose 'Send me a Copy' option
Ability to add ‘Send me a Copy’ check to also include other email addresses.
Purpose: To make other colleague within the users' workplace get the copy of the email, so they’re all informed.
39 votes -
Quotes - Option to update date when quote is revised
Ability to update the date of quote when it’s revised. So the date doesn’t automatically changed by the system.
Purpose: To save users time from changing the date when it’s automatically changed by the system.
7 votes
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