4692 results found
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Receipts - Add payment date on Custom Receipts
For invoices/receipts that are created by a custom branding theme, change the 'issue date' to 'invoice issue date', and create a separate field for 'payment date'.
This is so that when an invoice is sent in 2021, and payment is made in 2022, the receipt that is automatically generated will clearly show both dates, instead of just the issue date which implies that the receipt was issued in year 2021 when it was actually issued in year 2022.
13 votes -
Bank reconciliation - Show Account Code on spend/receive money
Bank Accounts Cash Coding problems:
xero auto enters "unknown" if payee not used
No Quantity column for shares or livestock transactions
Posted entries disappear which does not allow easy scroll up and down scrutiny of work done
account code does not show for coded entries
bank account description/particulars does not show as per bank statement
ie simply make the bank statements screen like Banklink so I can move my practice.7 votesHi Brian, appreciate your feedback here. However, in order for others in community to understand the specific idea they're supporting and to also share back with the right teams here at Xero we ask to keep one idea per thread.
We have an idea started that you can support for livestock calculations
I've adjusted your idea here specifically for showing the account code in the cash coding screen, and you're welcome to support others cash coding ideas or start others for ideas that are represented.
If you're having any trouble with conversions, I'd recommend coming directly into our team at Support for 1-on-1 help from our specialists. 🙂
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Files - Move 'New Folder' button to top of page
It would help if the NEW FOLDER button in the Files area was available at the top of the page. We have built up a number of folders over the years and having to scroll to the bottom of the page to add a new (current month) folder is a little niggly. If there was a button at the top (as well as the bottom?) that would be a small but helpful improvement! Thanks, love the software otherwise :-)
5 votesHi community, appreciate your interest and feedback on the idea here. I wanted to provide an update for you all here - while this isn't something we have plans to develop in the near term, in lieu of shifting the placement of this button you may find keyboard shortcuts useful to help you navigate.
On your computer you can press 'end' on your keyboard to help draw you straight to the bottom of a page and avoid having to scroll (if you're using a Mac you'll want to press Command + the right arrow) 😊
Do get this isn't directly what you're asking here and we'll leave the idea open, however hopefully this helps speed things up for now.
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Remittance - Ability to show a breakdown of the invoices
Line items on a remittance. When making a batch payment the remittance should show a breakdown on the invoices paid with refernces, not just the total amount paid.
34 votes -
Quote - Ability to have quote reminder
Add feature to automatically follow up on quotes / send quote reminder *days before expiry or *days after quote issued — as there is with invoices. This feature comes standard with most other quoting interfaces.
472 votesHi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
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Email to bill - Enter a bill as already paid
It would be great to have the ability to mark a bill as already paid when being entered.
We use the bills email address for employees with company credit cards to submit receipts/invoices for purchases however, when these go into bills and before they can be reconciled, they get mixed up with bills actually needing to be paid. This is also the case for invoices we receive that are then direct debited, before the amount is deducted from our accounts, it's easy for these to be confused for bills that need to be batched and paid. If multiple people are…
21 votes -
Customer Statements - Use Contact default to apply template
We are a multi-currency business. We send out invoices in GBP (base currency), EUR and USD. We have 3 bank accounts (GBP, EUR, USD. I therefore had to create separate invoice templates for each currency, to show the correct bank details. I added the relevant invoice theme when setting up a new contact (customer). This works well when raising an invoice. However when manually sending out a statement it does not take the invoice theme from the one chosen on the invoice (= in our case normally default invoice theme on contact). It takes the ‘default template’ = the first…
20 votes -
Organisation settings - Ability to set colour of screen and fonts of display.
I would love to be able to adjust background colors and font colors. I find working for several hours in Xero leaves me with eye fatigue and headaches.
25 votes -
Customer statements - Export to Excel
Customer Statements download to Excel
186 votes -
Inventory - Reserve inventory for consignment or pre-sales
Ability to reserve inventory (through invoices or some other format) to account for pre-sales or consignment of goods
Purpose: Make some inventory reserved so it cannot be sold through other channels
36 votes -
Sales Invoice - Mark as shipped or processed
Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.
An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.
A tracking number would be useful, too. Setting it to "shipped" would send…
28 votes -
Inventory - Bundle multiple products together within tracked inventory
Bundle multiple products together within tracked inventory.
Purpose: To track sales for individual items that are sold together as a bundle at a different cost than the individual items.
119 votesHi community, we appreciate the feedback we received from everyone that participated in the survey shared in my last update. This has really helped deepen our teams understanding of our customers needs in inventory.
As we develop and improve our customers experience when using inventory in Xero, we know that efficiency and being able to accurately track your inventory is important. I'm pleased to share that we're taking a closer look at enabling product bundling. As there is further news I'll bring you more updates, here. Thanks
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Inventory - Fully integrate Locate inventory ERP
Inventory - Fully integrate Locate Inventory into the Xero platform so users have a fully functioning ERP and inventory management system.
30 votes -
Xero for personal use
My main business uses a Xero subscription moderated by a by a book-keeper.
Is there are means to add personal non-business expense bank feeds into Xero under the same licence so they can be separately and privately monitored?
24 votes -
Reporting - 'Select all' option on the Account Transactions Report when Search is used
It would be great if when you use the search field to search for a name/description, if there was an option to 'select all' of the searched items. I often search for a description and then have 10-15 account codes I want to view, but i have to tick them all individually. A select all button would be amazing!
There is already a select all / deselect all option but only when there is no description searched.11 votes -
UK Payroll - Employee Details export in bulk with correct date format
Purpose: to be able to move payroll from one Xero company to another quickly and without errors.
When exporting employee details from payroll in order to bulk upload them onto another company's payroll, it is not possible to do a bulk export. You have to instead individually download each employee. This is fine if there are only 10-20 employees, but any bigger and you are opening yourself up to missing employees and making mistakes. Any other exports currently available do not give all the information needed to then import directly into a new payroll.
Perhaps the main frustration, however, is…
9 votes -
Purchase Order - Report that shows invoice against PO and remaining balance
A report that shows all purchase orders with invoices against them and balance remaining.
52 votesHi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
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AU Payroll - Historical Payslip Report (bulk download)
Create a report to show all payslips for an employee for a given time period. Currently these have to be downloaded one by one.
540 votesHey community, 👋 thanks for all your support on this idea, I’m pleased to let you know that this has been delivered for UK Payroll initially! It includes the ability to select the date range you’re interested in, and check boxes to either select all results or multiple. Then you can download your selection as a single PDF of multiple payslips.
For users in AU and NZ we know this is a highly anticipated feature, however to be open this is not any immediate plans for those teams so we’ll leave this idea open. While we appreciate it doesn’t help employers needing bulk downloads, employees can be invited into the Xero Me portal to self-serve payslip collection.
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Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation
This should be automatically added to your account, rather than having to save to Xero manually each month
614 votesHi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar. -
Xero Network - Ability to share Xero to Xero key link
Ability to share a link to share Xero to Xero key
8 votes
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