4568 results found
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Sales Invoices - Edit the Unit Price and Quantity of a paid/part-paid invoice
Ability to edit the unit price and quantity of both paid and part-paid invoice.
Purpose: Users can easily change the unit price and quantity, especially when their customers often ask for these changes.
36 votes -
Sales Invoices - Allow to have column for backorders
To have a column of back orders/negative items within the Sales Invoices.
Purpose: Users can easily enter back ordered items rather than doing extra steps of adding 1 more item in their inventory.
79 votesHi team, we know some of our customers find using inventory(Products and Services) in Xero a little restrictive atm. Related to the idea here - Exploring the ability to record negative inventory, or back order of stock in Xero is in our product teams plans. They have a bits of work to get through first, but we'll shift this idea to Under review and keep you updated when this progresses.
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Email Templates - Option to select different font for outgoing emails
Ability to have options to select different fonts for outgoing emails.
Purpose: To make users outgoing emails more presentable when they send it to their customers/clients.
20 votesHi everyone, we've released a new send modal for new invoicing in Xero. As part of this update you now have a rich text editor that allows for small formatting changes such as bold, italics, underlining and the ability to insert emojis.
You'll also find other improvements like the ability to cc and bcc emails, and have more visibility of your emails and the PDF of the invoice with a preview on the left of the screen.
While this is limited to new invoicing at present, we will look into surfacing this to other areas of the product over time. We'll let you know of any further change for this, here.
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Inventory - Bulk update/import stock quantities
Ability to have bulk updates and import stock quantities into Xero.
Purpose: To save users time from having to adjust/update inventory one by one.
43 votesHi everyone 👋, we appreciate all the feedback we've received here and understand how being able to make bulk adjustments to tracked inventory would increase efficiency in your workflow. This is an area our team have their eyes on atm, and are beginning to do some discovery of how we could solve the main pain points of the idea here.
As part of our work we'd like to invite you into some research and testing to validate our work and determine where this goes. If you'd like to be involved please use the form here to sign up ✍️ and share your details with us. We'll be in touch soon with more detail of what'll be involved 🙏 -
Email Settings - Ability to have separate reply-to email address
Ability to have separate ‘Reply-to’ email addresses within the same Xero organisation.
Purpose: Users can easily change the email address that they’d like to use when sending email from Xero, rather than having to go through settings to change it.
318 votes -
Banking - Bank deposit slip with subtotals for cash and cheques
Ability to print a deposit slip that shows the subtotals of cash and cheques.
Purpose: Users can easily see the figure of subtotal cash and cheques in the deposit slip.
21 votes -
Bank Reconciliation - Untick 'Show (currency) items only' by default
Ability to untick the option of ‘Show currency items only’ by default.
Purpose: To avoid confusion especially for users who are dealing with multiple currencies.
32 votes -
Organisation Settings - Ability to set colour of organisation
Ability to set colour of organisation in the naivgational banner
Purpose: To help distinguish between clients, and avoid entering data incorrectly when working with multiple clients.
233 votes -
Files - Automatically include specific file attachments when sending from Xero
Ability to automatically attach a file to all invoices when users send an email out from Xero.
Purpose: To save time from having to manually attach the files.
222 votes -
Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'
Ability to display customer names when users reconcile batch payments.
Purpose: It saves users’ time from having to open the payment individually to check the customer’s name.
87 votes -
Inventory - Include supplier’s name and link back to supplier contact list
Ability to have a supplier name and link back to supplier contact list from the inventory.
Purpose: Users can easily have information from which suppliers that they’ve purchased their inventory from, and can easily update any changes within inventory and supplier.
62 votesHi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
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Navigation - Return to previous screen after viewing/editing a transaction
Ability to return to the previous screen after the user edited a transaction.
Purpose: To make users easily continue working on the previous page rather than having to navigate from the different page again.
84 votes -
Reconciliation - Bulk 'OK' for reconciling bank transactions
Ability to select multiple/all transactions during reconciliation.
Purpose: To save users time from having to reconcile the transactions one by one.
209 votesThanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
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Files - Allow file emails without attachments
Ability to accept emails that have no attachments in Xero Files.
Purpose: Users can upload their email invoices/quotes easily into Xero.
24 votes -
Reporting | Budget Manager - Customise report layout
Ability to customise a budget manager layout.
Purpose: To make users able to get their preferred figures appear in the budget manager report.
144 votes -
Bank Feeds - Automatic feed for Swiss banks
To establish bank feeds for Swiss banks in Xero.
Purpose: To save users time from having to manually import the statements from Swiss banks into Xero.
18 votes -
Navigation - Buttons at top to navigate between pages of a list
Having a ‘Back to top’, ‘Next’ and ‘Previous’ page link options at the top of the page as well.
Purpose: To save users time from having to scroll the page.
150 votes -
Reporting - Report that shows Repeating Invoices
Users in Xero can see the figures of the repeating invoices.
Purpose: Users can easily see the figures and forecast their sales, especially those who are having many repeating invoices.
173 votes -
Files - Ability to send documents to cloud storage from Xero Files
Ability to push files that’s uploaded in Xero Files to cloud storage (e.g. Google Drive, Dropbox, and Sharepoint).
Purpose: Users can easily store/keep their files that they’ve uploaded in Xero into their own cloud storage. Especially when they have many documents that exceed the limit of Xero Files.
10 votesHi team, though we appreciate the use you'd find in being able to connect or send Xero Files to your cloud storage we want to be open that this isn't in our short terms plans.
We're keen to keep getting an understanding of interest in the capability, and will share if there are any updates or progress of this, here.
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Sales Invoices - Ability to print invoices in Xero in one click
Ability to have a ‘Print now’ option in Invoices, so the invoices can be printed in one click.
Purpose: To save users time from having to open the PDF and click Print again.
88 votes
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