4685 results found
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Products and Services - Add "In committed quotes" and "Quantity on order" to the columns in the main page & reports
This will allow a more accurate look on the stocks pre-ordered as well as incoming stocks. Instead of having to click each item to see it.
Even in the reports, it's great to see it so we can just generate a quick report about it.
2 votes -
Invoice list view - Add View Option
View Invoices in the Invoices menu - Add View Option
2 votesHi community, thanks for your insights on how this feature would be useful to you within Sales invoices. Being open we don’t have direct development for this planned atm, however our product teams are doing some more discovery in this space and we’d like to invite you to feedback through our survey here. Your input would be really valuable to the team as they get a deepened sense of our users for future improvements.
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Projects | Quotes - Add project title to reference field
I think the idea of Xero Projects is great. However, it requires a lot of hand-holding and reentering information to go through a project life cycle.
Here are my top 10 improvements I think would make a FAR smoother experience.
Pull through items quoted into the project as tasks once 'started'. This should be a bare minimum. At the moment tasks have to be manually added to any project.
Push the project title into the reference tag so it displays in the Xero invoice list (otherwise there is no high-level description of what the job is for an invoice). Or…
3 votesThat's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.
It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.
We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.
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GST Audit Report - Page number to appear at top and bottom of screen
GST Audit Report Page number selection to also appear at the top of the screen as well as the bottom of the screen. This would be beneficial to the user so they do not have to scroll down to the bottom of the screen to select what page they wish to review/go to. saving time for the end-user.
7 votes -
Edit invoice direct from awaiting payment list
If I need to edit an approved invoice (which I do regularly) I have to click "Invoices" > "Awaiting Payment" > Select an individual invoice > Click 3 buttons > Click Edit.
I would like to see an option to edit an invoice direct from the "Awaiting Payment" invoice list screen - perhaps just an edit icon or something similar so that the default behaviour doesn't change BUT, there is an additional option to go directly into Edit mode
2 votes -
Ability to edit GST amounts
would be great we we could override or manually edit the GST on a transaction that may be part GST and part non GST, like any item that is only part deductible rather than having to manually split into two lines one gst and one non gst. Keeps the gross as one figure, easier to trace.
2 votes -
sales invoices default landing tabs
When I save/submit for approval an invoice Xero always takes me back to the Sales Invoice "Drafts" tab - it would be great if the default was to take me back to the same tab
1 voteHi Carla, just to check when you say take you back to the same tab would that be the same list view that you started from or the same invoice that you have just saved?
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AU Tax | Depreciation - Auto populate return when recouped on sale of property
depreciation recouped on sale of property should be populated into the relevant section of the return once it has been entered into the Rant
1 vote -
Bill Payments - Allow payments to be scheduled
When making a bill payment using open banking direct transfer from bank account, it would be nice to be able to schedule the payment - currently there is no ability to do that.
18 votesHi everyone, we have some updates in the UK with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This helps to avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
We know there are users from others regions also interested in the idea here and we'll share if there are any updates for expanding similar functionality in other places.
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Invite user: bulk-invite user to multiple organisations
i would like to add a user with same profile to a number of organisations at the same time rather than individually access each company in Xero
6 votes -
Bills - Remove compulsory Due Date on bills
Receipts sent to bills do not require due dates, having to have them as a compulsory item wastes a lot of time. Can you make this an Option?
Constantly having to fake a due dates and re-approve is not needed for 60% of bills.
2 votes -
Navigation | Bank Accounts - Drag and drop accounts to move
In Accounting and Bank accounts, i would love to be able to drop and drag bank accounts to put them in order, Currently you have to click each account to move it to where you need it. This is fine if you only have 10 or under bank accounts but if you get to over 100 plus it's a very slow process
2 votes -
Inventory - Create groups/combinations of items
Combo packages as in the required ladies, lawn mower lady weed eater lady trimmer lady and the rakers
16 votes -
Xero Product Ideas - Improve navigation & search
There seems to be a trend to hide the button that is used to post a discussion or submit a product idea amongst others. It appears that you click on a link that you think should take to the "submit new product idea" page, and when you get there and enter in your idea, you realise it was a search box that is searching for existing ideas. Fair enough, force me to search first, patronising but I guess it reduces Xero's workload (not mine though). But where is the button to submit the product idea? And how do I get…
4 votesAppreciate the feedback, Martin. As you noted you do need to search ideas first and to create one you'll need to enter a forum and search where you'll then get an option to Post a new idea if lone of the results doesn't match what you're after.
Understand how this could be simpler and while we don't have any immediate plans on this, we;ll update you here if any are made.
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AU Payroll - Show number of employee's allowed depending on subscription
Display number of employee's allowed depending on the subscription they're on, in the Employee list screen.
3 votes -
Tracking - Ability to bulk Archive categories
We use tracking categories of building jobs. It would be great to archive the tracking category once the job it complete. Allowing a P&L by tracking category report to only show active jobs.
115 votes -
Find and Recode - Grand total for line total column
When using find and recode it would be helpful to show the grand total of the line total column at the bottom. This way you know if the isolated transactions in your Excel worksheet matches with all the conditional filtered transactions in find and recode.
4 votes -
Remittance Advice - Send from the new Direct Bank Transfer screen
Add a send remittance button once a payment is made via the new Direct Bank Transfer Feature.
I previousley made batch payments via Wise and once the payments went through there was a button to send remittances. This feature is not available when using the new Direct Bank Transfer option. You have to maunally send each remittance advice from the banking screen which is a poor use of time and there is the chance that a remittance advise will be missed or sent twice.
13 votes -
Xero Me - Upload timesheet templates OR apply default template
Hi,
Our employees work standard hours each day, but in addition to this there are often additional items on their timesheets, such as overtime, trip and overnight stay bonuses.
The use of timesheet templates simplifies this process by automating the inputting of their standard hours, though due to the remote nature of their work timesheets are being submitted through the mobile application which does not allow the uploading of templates.
Can the ability to upload templates be added to the mobile app or a default template be added when creating a new timesheet?
3 votes -
Contacts - Show date on files added to contact
Files added to contacts - can we please show date against when each file is added to a contact ? Add a column to the attached screen to show Date Added
6 votes
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