4204 results found
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Contacts - Add document folders
Be able to Create Document Folders within a Contact, so can place documents within specified Folders
1 vote -
Products and Services - Product image in quotes and invoices
We sell ceramic pots and our customers are asking if we could included an image to the invoice for better tracking of the pots delivered especially if they orderes 20-30+ pots designs. It's very hard to look at the catalogue to double check the pots they have ordered since the item code and description is not enough.
8 votes -
Bank Feeds - BNZ feed to be 7 days, not just Tuesday-Saturday
Now that NZ has 7 days transactional banking by all banks, can BNZ who is only providing Xero with bank feeds Tuesday- Saturday, (per Xero support) now send Monday- Saturday, so Saturday/Sunday transactions can be reconciled Monday's and information be up to date.
4 votes -
Fixed Assets - Add tax depreciation for NZ
At the moment, only the Australian version of Xero offers a tax depreciation function. We hope that this feature can also be added to the New Zealand version, which is where Xero was originally incorporated.
13 votes -
Activity Statements - Collapse or Expand Transactions by Tax Type
It would be really helpful when in the Transactions by Tax Rate or Transactions by BAS Field tabs in the Activity Statement if you could collapse by the Tax Types. It is currently very cumbersome navigating these screens for businesses with high volumes of transactions. If you want to view the GST Free Expenses, you will have to scroll through hundreds of transactions and hope that you find the GST Free Expense heading in amongst all of them. The current work around is to export to Excel and manage the data that way, which isn't always ideal.
3 votes -
Contacts - Generate Statements with different currencies
Right now it's not possible to run the statements for a contact having different currencies. The statements will show the outstanding amount owed according to the default financial setting currency of the contact. It would be nice if we invoice a customer in different currencies to be able to produce one statement showing the balance even if it convert the other currencies to the default currency. Or produce different statements selecting the different currencies each time without having to go change the default currency in the contact each time.
2 votes -
Invoices / Bills - Option to copy line above
Whilst doing multiline bills and invoices we need a key stroke shortcut that copies the line above to reduce time taken to enter data. I was used to this in sage. I REALLY miss it. Please!!!!
16 votesAppreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
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AU Payroll - Super Payment Authorisation via Xero Verify
I need to be able to approve super when I am travelling and do not have access to text messages. It is most inflexible that there is only one method for doing this! Can the Xero Verify App not be used for auto super approvals too? Then I only need wifi.
Or, can text be received to whatsapp instead?
4 votes -
New invoicing - copy to bill
Give sales invoices the ability to create self-billing contractor bills - the same as billable expenses but for the the sales side, rather than the purchase side. I produce high vol royalties where the suppliers(producers) do not physically bill, but we need to raise the charges directly in line with the sales received. Massively labour intensive and could be fixed with this function.
12 votesHi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
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Contacts - Display the "included in emails" tag for additional contacts with no name
Currently this badge is displayed for the additional people only when there's at least a first name associated with them, but often our "additional people" are only email addresses with no first/last names, an the only way to see whether the "included in emails" option has been enabled for them is to enter two nested edit modes (4 clicks total). This is really unnecessary. Just display the badge if the box has been checked!
3 votes -
Invoices - Populate Description when importing with Item Code
When bulk importing invoices, I want everything to have the same item code and description.
BUT when they import, the item description does not pull through.
And the item code needs reclicking to make it pull through.
Therefore, you have to go into every invoice individually.
It should be updated so that when you import invoices, everything pulls through correctly.
2 votes -
UK Payroll - Notification when leave requests are created for the same date
Flag duplicate leave entries on the same day
We are extracting leave data through API to manage resourcing including leave booked. We have a few cases of employees with duplicate leave on the same day entered and approved in error. It would be great to see a flag or warning pop up to approvers and payroll admins where more than a standard number of hours leave is applied to a given day. The number of hours comprising a working day could ideally be set for each employee.3 votes -
New invoicing - Get link directs to online invoice
Include the Share Invoice and click to open the invoice electronically so a credit card payment can be quickly processed. In the classic invoice you are able to do this. The new invoice format doesn't have the same option.
1 voteAppreciate the screenshot and detail you've shared, Cyndi. Can see what you're saying by extra steps involved. I'll share this back with the team. While it's not something we have direct plans around atm, we'll let you know here if there's any plans made.
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Sales | List - View check number /payment reference
I would like to be able to see Check numbers in the list of invoices owed. that way when I view a client and their activity ... the invoice shows paid ... I would be able to see the check number they paid with. The reason is sometimes a client sends a check and does not indicate what invoice to apply it to. I normally apply it to the oldest invoice or the month they sent the payment. When they say I paid Feb with chk number 1234, I can look and see what invoice I applied it too and…
1 vote -
Bank feeds - Allow direct bank feeds with Discovery Bank
Please allow bank feeds to be connected via Discovery Bank. This is one of South Africa’s largest and fastest growing banks used by businesses.
1 vote -
Adding A Payment Using The New Invoice Template Is Frustrating!
Hi, Just thought I would let you know that adding a payment before sending the invoice to the customer showing $0 balance in the NEW invoice template settings is terrible and you have to flick from one section to another. It was so much easier in the OLD invoice setup. For ecommerce businesses who are creating an invoice for an item already paid for it needs to be more user friendly. If it is annoying for me it will be for others as well. Any chance your team can take a look at sorting the issue? I have moved back…
1 voteAppreciate your feedback, Earl - To make sure I'm sharing back correctly here. When you say adding a payment is frustrating do you mind confirming what you expect to occur. For example is it that there are too many steps involved? Or you're seeing something different when sending a $0 invoice that you'd like to be different?
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AU Payroll - Allow letters on employee's bank account number field
I have employees with bank account numbers that include a letter. Xero won't accept this as valid. The bank won't accept it as a valid account without it.
This means that I can't have the correct bank details in an employee's information, nor can I create a .aba file with the correct details for that employee, nor can I create a bill payment for a reimbursement for that employee, nor can I pay any bill for any other entity in the same position.
I would like to be able to pay these people the same as I do everyone else.
4 votes -
Invoices - Ability to manually mark multiple invoices as sent
The ability to mark any/all invoices as sent - even if using the copy/share function to send invoices to clients.
Not all invoices are sent via email. A tick/flick box to mark off any invoices that have actually been sent via the copy/share function would be handy. There could also be another box that would act as a reminder to follow up after 'X' amount of days if the invoice remained outstanding, in the same sort of format that follow-up emails are automatically sent for payment reminder.
4 votes -
Payroll AU - Custom Fields for Payroll Items
Custom Fields for Payroll Items - eg Item is included in Payroll Tax or Workcover remuneration or CoInvest reporting
6 votesHey Jen, thanks for submitting your idea!
Just checking if you're referring to Custom Pay Items, which are already available in Xero Payroll.
If not, could you let us know some examples of custom fields you require, that aren't already available in Xero Payroll?
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Xero interface - Stay on page when Saving/Updating/Cancelling
I am a bookkeeper working full time on Xero for various clients. I have a couple of major irritations that I'm sure others have, and it would be awesome if they could be fixed *literally begs
When I perform a task, and I hit save/update/cancel/whatever to complete it, I'd like to go back to the page I started from please, not get kicked out to somewhere completely different. For example, if I go to a Contact, and need to edit a Spend Money transaction (to add a bill reference number for example), I don't want to hit Update and find…
9 votesHey Jacqui! Thanks for sharing your ideas 😊
We try to keep it to one suggestion per Product Idea, so I've updated your title to reflect the first suggestion in your post.
With your second suggestion, I've found this similar idea that you might like to vote on. If not, feel free to create a seperate post for your spend money idea!
- Don't see your idea?