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4226 results found

  1. Ability to duplicate bank rules.

    Purpose: To save time from having to set up the same bank rule for each bank account.

    87 votes

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  2. Ability to show details on notes or comments from Invoices/Contact record to Aged Payable report.

    Purpose: With notes and comments, users will have extra details with the debts that the suppliers/customers owned to users’ business

    33 votes

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  3. My suggestions are as follows:

    • Forum topics devoted to actual components of Xero i.e. Sales, Payables, Payroll etc
      Current topics aren't specific or indicative of where to post your question or browse. (Delivered)

    • Communities by Country
      Information would be accurate to country of business residence.
      Saves going into many posts that aren't relevant to country accounting standards.
      Users wouldn't have to preface each subject with country code

    16 votes

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    It's good to hear how we can improve our forums for you all to continue engaging with one another within Xero's community. With the launch of Xero Product Ideas in April, we took the opportunity to restructure the site in a more meaningful way for our customers.

    The forums are split by product - In for small businesses, you'll find categories that represent feature in your blue Xero organsiation. While over in for accountants & bookkeepers, you can support ideas for Xero's Partner products and features aimed at practices servicing Xero clients.

    Communities by country is something we'll continue to assess. We appreciate how greater visibility of a users time zone could help with navigation of knowledge and ideas. In the meantime, you'll find in the forums here and across in Xero Central Discussions community managers may sometimes edit the title of a community discussion to include most relevant regions…

  4. Setting up a clearing account in the chart of accounts.

    Purpose: Users can use it as an actual bank account rather than creating a fake bank account in Xero. As this is important in some Payroll cases.

    5 votes

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  5. Ability to customise user roles to restrict some access in Xero.

    Purpose: Some staff should only have limited access in Xero.

    301 votes

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    Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
    We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…

  6. Ability to restrict access to specific tracking categories for some users in Xero org.

    Purpose: To help users hide the incoming and outgoing transactions from some users within the Xero org. Some organisations (e.g. not for profit) need this to protect the privacy of their donors and departments.

    41 votes

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  7. Ability to make Physical address as default delivery address when creating Purchase orders.

    Purpose: It’s saving users time rather than change the address manually.

    60 votes

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    Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.

    I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.

    In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…

  8. Ability to have to have a check box for "Include Account Numbers" and "Include or Omit Zero balances".

    Purpose: Because it demonstrates completeness to show that the balance actually is zero

    157 votes

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  9. Ability to have a pop up reminder feature from the notes when creating a new invoice.

    Purpose: This will make users’ easily identify if there’s any special note from their contacts in Xero, when they’re creating invoices for them.

    51 votes

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  10. Ability to enter VAT scale charge on VAT returns.

    Purpose: To easily enter and calculate VAT scale on charge in Xero.

    5 votes

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  11. Ability to rename the files in Xero Files once it’s attached.

    Purpose: To make other users in Xero (the one that doesn’t upload the file) can easily identify the file without having to click it.

    17 votes

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  12. Ability to have a notification when there’s a duplicate contact in Xero.

    Purpose: To make users easily check contacts that have similar details.

    46 votes

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  13. Ability to process a manual journal in foreign currency and to pull the exchange rate on the date of the journal.

    Purpose: It’s beneficial for organisations who are dealing and operate with multiple currencies

    267 votes

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    Hi community, first off thank you for contributing and detailing why posting manual journals in a foreign currency is of interest to you all.

    We appreciate our customers would like to see more capability in accounting for and dealing in foreign currencies across Xero.

    In it's current form Manual Journals are a part of Xero that require some upgrade to uplift technology in order to provide capability for ideas like this to be considered. We have intentions of bringing attention to this over the coming year, however getting this done first is necessary before we can even think about adding newer functionality like journaling in another currency to the mix.

    To set the expectation here, there is no work planned over 2023 for this feature. We know it's of high interest and when we're in a place to reassess we will share with you here.

  14. Show files icon and number of documents attached within Account Transaction report.

    Purpose: To easily search the attached document from the main account transaction report screen.

    75 votes

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  15. Ability to have weekly reports for sales in Xero.

    Purpose: Users can track the daily trend across each week.

    12 votes

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  16. Feature where users’ can include addition to existing assets.

    Purpose: To save users’ time rather than having two create two different assets in Xero.

    87 votes

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  17. Ability to import/export invoices in bulk.

    Purpose: It’ll save users time rather than having to create each one individually.

    190 votes

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  18. Ability to have duplicate contact names in Xero.

    Purpose: It’ll make an easier workflow for users. Because often, they have the same contact name and trading name but different addresses.

    127 votes

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    Hey community, thank you for your continued interest in this idea.

    Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.

    I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete. 

    Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.

    In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.

  19. Ability to bulk add and delete tracking options on invoices

    Purpose: Ease of updating old invoices and purchases.

    52 votes

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    Hi everyone, appreciate the interest in the idea here. 


    We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here. 


    We'd recommend having a try in the demo co. if this is a new tools for you. 🙂

  20. Automatically send email reports every month.

    Purpose: Users can set up recurring reports to the dedicated person consistently at the same date.

    473 votes

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    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

    We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

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