4882 results found
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invoicing contact
Ability to select which "people" on a contact record will receive specific e-mails from Xero
For example i would like to be able to have the primary contact as the MD of the business BUT not for them to receive any general accounting communications.
I would like invoices to be sent to my clients purchase ledger department who have a shared e-mail box as well as the companies autoentry e-mail address for invoices and Statements to go to a specific lady that deals with statement reconciliations and payment runs. And none of these accounting documents to go to the primary…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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in mobile app, have a color banner to indicate an invoice has been
When using the mobile app, currently once an invoice has been completed and emailed, it says "unpaid invoice" in a blue banner at the top. It is sometimes difficult to notice the little popup which says "invoice sent" at the bottom, and this could lead to the invoice being sent again.
Changing the color of the banner at the top (i.e. to green) would be a nice visual indicator the email has already been sent.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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I need my employees to be able to log their time AND expenses, but not see the expenses of other users and invoices associated with a projec
For Projects, we need our employees to be able to log their time AND expenses, but not see the expenses of other users and invoices associated with a project. Limited role doesn't allow to log expenses. Standard role shows others' expenses and invoices. We need a new role or a checkbox "See only own expenses" in the Standard role.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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having more than one delivery address
Ability to have several delivery addresses for one customer
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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custom report comparing supplier expenditure per month
Custom Report comparing supplier expenditure per month - actual payments rather than total invoice that was entered on this date. Unless you are an accountant apparently this cannot be done - does that mean i have to pay an accountant just to get this report functionality? I am paying for Ultimate atm thinking I would have the ability to do everything, sadly this is not the case. Yes I have been on xero support who were not helpful in the slighest, tbh she had to check twice and then emailed to say the above!!!
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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more option to be added in sales invoicing role
We are encountering a limitation within the current user roles that is hindering our Sales team’s efficiency in managing customer accounts.
The Issue:
The existing 'Sales (Invoice Only)' role does not provide the necessary permission for sales staff to amend, edit, or delete payments applied to invoices. This is critical for adjusting client balances quickly during the sales and collection cycle.
The only alternative role grants full access, including Purchases/Accounts Payable, which we cannot provide to the Sales team due to internal control policies.
The Request:
To ensure our Sales staff can manage the revenue process without accessing sensitive financial…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Sales>Quotes | Bug | Amount is defaulting to 0.00 when columns 'Quantity' and 'Price' are hidden
Our business provides lump sum quotes. While we list individual products/services for clarity, we do not show a cost per item (row). As a workaround - we hide the 'quantity' and 'price' columns however we still use the inventory item feature to automatically import the individual product/service. We then include a row at the bottom of the quote with the lump sum, account & tax rate.
Problem:
When the 'Quantity' and 'Price' columns are hidden via quote settings, the 'Amount' column incorrectly displays 0.00 when a product is selected from the 'Item' column. If the item is manually typed in…2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Stop moving animations - Accessibility fail
A lot of the promo stuff Xero has been putting out recently contains animations (for example, there's several currently on https://innovations.xero.com/ including the banner). These animations cannot be paused. For people like myself, this is an Accessibility issue, and it fails WCAG success criterion 2.2.2
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Superannuation settings - SMSF ESA - able to change lower case to upper case
Currently, if you enter the ESA (electronic service address) of a SMSF (self-managed super fund) into Xero in lowercase instead of uppercase/capital letters, Xero times out and doesn't save when you ask it to. Xero should be able to take input in lowercase and automatically adjust it to the uppercase that seems to be required. Alternatively, an error message that tells me wheat the problem is would be useful.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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bank reconciliation
When you are in the bank reconciliation screen and click next page can it please go to the top of that page not the bottom? If I want to see the next lot of transactions, why would I want to see the last transaction? Doesn't make sense and would be a simple fix.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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revoke email
Budget manager currently only allows you to include actuals for 3m, 6m and 12m. Most businesses do quarterly forecasts and hence also need 9m....why isn't this included as a default option ?? It should be...please !
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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customer statements
Customer statements sent to be included on the contact record.
Currently i can see that a statement was sent on the history and notes of the files tab in a customer record but would be great if i could see the statement that was sent to the customer maybe by clicking on link from the history and notes tab or by having a separate tab for "credit control" or "statements" within a customer contact or taking it one step further a "communications" tabs in a customer record that lists all e-mails sent from within xero to the customer, with hyper…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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customer statements update contact
Customer statements to show on the contacts tab when sent - I can see in history & notes on the file tab on a contact that a statement was sent but it would be great if it was possible to click a link here to see the statement that was sent to the customer (rather ticking to send statement to own e-mail)
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allow tax adjustments on Bank Transactions added via API
In the Xero interface, both an Invoice and a Bank Transaction can be given a tax adjustment, e.g. to resolve a rounding error.
Via the API, only an Invoice can be given a tax adjustment. If sending a POST request with the exact same structure/data to create a Bank Transaction, the tax adjustment is ignored.
This doesn't make sense given that the tax adjustment on the Bank Transaction is possible via the UI.
Please amend this so that API POST requests to create Bank Transactions respect the TaxAmount field on the Line Item.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bank rule
When creating a bank rule, would it be possible to type in the "4. Set the Reference" field a FIXED reference so that it appears in the reference field whenever that rule is used?
Thank you, Janet1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Reporting - PDF Preview - fix the scroll and zoom behaviour
The PDF preview pane is fantastic... except a page can be lengthy and it doesn't let you scroll on it.
If I hover my cursor on the PDF preview and scroll (using the scroll wheel of my mouse), it zooms. I almost never need to zoom on it. If I needed to Zoom I would hold control and scroll, like I would on any other browser page.
I have to move my cursor to this skinny panel either side of the page to be able to scroll, or grab the skinny scroll bar (to the right, not the left).
Get…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Sales Invoice - Options to navigate pages of the contacts list from the top of screen
It'd be useful to have the ability to paginate from the top of the Sales Invoice list screen to avoid having to scroll down the page.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bills - Options to navigate pages of the contacts list from the top of screen
It'd be useful to have the ability to paginate from the top of the Bills list screen to avoid having to scroll down the page.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Contacts - Options to navigate pages of the contacts list from the top of screen
It'd be useful to have the ability to paginate from the top of the Contacts list screen to avoid having to scroll down the page.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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projects assign staff
Assign staff as bulk. At the moment I need to add everyone who I want to assign to a project individually and then click done and then go back to assign and do it again. It would be easy if we could select the staff once and once click done.
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