4897 results found
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How to enter the budget per project or E&E Asset?
Would be great if Xero can have the option of entering the budget per each project or E&E Asset, so that way, the company can control the expenses per project and avoid any exceeding expenses per each month or identify some changes needed in the projection
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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Compact Dashboard
Seeing more information on the dashboard without scrolling. I do not need to see account graphs. I need to see the actual data on one screen.
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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Project transaction expenditure type
Project Details report - Add expenditure Type to information
1. Can we have the option to include the account name for the expenditure type. ie I want to see total spend on materials or contractors etc.
2. when selecting report parameters for columns, can we have the option for all, like the project status option1 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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Keeping Payee Reference When Grouping Payments
When making a payment via "bills to pay" the Payee Reference is lost when payments are grouped. When grouped this should revert to the supplier reference, we pay lots of larger UK business (Travis Perkins/Screwfix/Trade UK) who require the customer reference number to be included in the payment otherwise it isnt allocated.
In addition, when you request someone else to pay the bill the references are lost. As a result I have to send them the payment request and a seperate email with the references that they need to re-add.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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bill 200
When I go to save bills as a payment file and process the payment, it only lets me select 200 bills to pay in bulk at one time. I'd be good if you could see more bills at once, 200 isn't enough. Maybe 500 or 1000 in a list would be good too. Thanks!
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Mileage
For mileage expenses a way to have a total amount of miles used so that I can track once I reach 10,000 miles and adjust the rate from 45p to 25p. Or have this set to automatically.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Payroll having access to submit a question or request on Xero Central
I have a member of staff who I have granted access to the payroll feature, however she cannot submit anything to Xero central such as a question or request. The only way this can be done is if I also give access to the accounting feature as well which I do not wish to do. Can you improve the system so that anyone who has payroll access can submit a request to xero central.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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deposit another sales invoice option
When processing a number of customer remittance advices, it would be very useful to have a button to get you straight back to sales invoices awaiting payments list. Currently, when finalising a deposit, the system takes to the bank account that you have selected for the deposit. You then have to go back to Sales>Invoices>Awaiting Payment which the system does lag in loading.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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RDO hours as deduction in pay template
Ability to add a deduction in the pay template that minuses 2 hours a week to show the deduction of 2 hours for RDO hours.(E.g. Team works 40 hours a week but only get paid 38 as 2 hours accrue for RDO) Currently have to add this manually or only enter 7.6hrs a day which doesn't correctly portray there 8 hours worked.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Xero Expenses Add 'Assigned To Project' to Expense Summary for easy approval
When approving expenses in Xero Expenses, list the 'Assigned to: Project; show up next to the date and category for easy approval instead of having to click into the expense to ensure its been assigned to a project before approving the expense.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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eInvoicing add External Reference field for Government clients
We have government clients who are asking to be sent invoices using the eInvoicing function, rather than pdf's via Xero's email function.
Some government clients will ONLY accept eInvoices from Jan-27.
BUT these government clients require a separate field to be added to the invoice header so that their system can recognise the invoice and link it to their purchase order.We are unable to comply as we alreadyusetheReferencefieldforINTERNALpurposes.
If we could add an internal reference field that can be seen on the Contact card's Activity section in the same way the Reference…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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“User Name” Placeholder to Email Templates
In our company, we like to ensure that invoices emailed to customers are personally signed by the person who sends them, rather than a generic “Kind regards, Company Name.”
At the moment, this requires manually typing the sender’s name every time we email an invoice, which is inefficient and prone to inconsistency.
It would be very helpful to have the option to include a placeholder for the logged-in user’s name within the invoice email templates.
Just as we can currently insert placeholders for customer details (e.g. customer name, invoice number, amount), we should be able to include something like [User…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Issue: Incorrect Due Date When Copying Invoices from Customer Activity List
When copying an invoice directly from a customer’s activity invoice list, the new draft invoice incorrectly sets the due date to yesterday’s date - this generally happens if the monring only.
For example, if copied in the morning, the new invoice shows today’s invoice date but a due date of the previous day.
Even more concerning, Xero allows the user to approve and send this invoice without flagging the error, meaning an invoice can be approved and sent with a due date earlier than the invoice date.
This behaviour should trigger an error or warning message to prevent invalid due…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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consolidated invoice
Consolidated invoices:
Have a proper feature that allows us to consolidate customer invoices rather than the "copy to" or "merge" as this does not tack the consolidation.
So the example us Customer A has 15 invoices you bill on 20th of each month but want to consolidate all 15 into 1 invoice to send them with all line items (not statements). Then the 15 invoices consolidated would be zero'd or closed off with a note saying the old invoice reference and where they were consolidated to into the new single invoice.Statements won't work, with the copy or merge you…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Move a transaction to a different account
I would like to be able to move a transaction to a different account.
Sometimes I enter a transaction into the wrong account and don't realize until after I've completed and saved it. The only way to move it to the correct account is to delete (remove and redo) the transaction, and enter it all over again into the correct account.
It would save me a lot of time if there were a way to move it without having to re-enter all the details and reattach the supporting documents.
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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Copying from invoice(proforma) to purchase order
Why is the purchase order (created by copying from an invoice) now showing sell price not cost price!!!!! This is a massive issue - it means i have to manually enter cost price on the PO. Why has this changed??????
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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Invoice manager - allow sorting (draft) invoices by 2 fields
Currently I can sort my draft invoices by "To" which seems to then default to "Number" as a second level. I have multiple invoices for the one client each month and it would be great if I could sort by "Ref" then sort by "To" and the "Ref" would remain the second level field, instead of "Number."
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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Quote - add account number to template
Invoice Settings - need to be able to add account number to Quotes. This feature is available for invoices but not for quotes. We currently have to copy and paste the account number from the clients contact details.
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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2 votes
Thanks 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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Login - Don't Log Me Out/Extend Log Out Time (more than 60 minutes)
Why have you closed comments on this idea?
https://productideas.xero.com/forums/939198/suggestions/44960581
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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