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4648 results found

  1. Ability to have customisable description fields for items in the Inventory.

    Purpose: To have better notes if the user is able to customise the description item.

    11 votes

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  2. Ability to show average days to pay by customer.

    Purpose: User can sort into the customer that habitually pay late and take appropriate action.

    136 votes

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    Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.

    To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.

  3. Ability to remove PDF attachment when emailing quotes from Xero.

    Purpose: To make the receiver of the quote click the link instead, so users’ will know that the quotes have been opened. Because if they choose to open the PDF attachment, users’ will not know whether quotes have been opened or not.

    44 votes

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    Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here. 

  4. To have the option to export BACS file type.

    Purpose: To get BACS file type, so customer can import it directly to bank system

    30 votes

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    Hi everyone, appreciate this idea has been in a state of Under review fro some time. While it was something our teams we're looking into, this work has had to be put down with other priorities that have transcended. 

    For now, we'll shift back to 'submitted' where we can continue to track appetite. We'll be sure to let you know if there's any change in this space. Thanks 

  5. Ability to insert hyperlink text in description of the quotes.

    Purpose: Users’ can send more additional information by inserting hyperlink (e.g. website or T&C).

    20 votes

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  6. Ability to increase unit price field to six decimal places.

    Purpose: To make users easier when they have to input unit price with lots of decimal numbers

    87 votes

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  7. Ability to consolidate or merge multiple quotes into another quote.

    Purpose: To make clients easily sign through of a single quote, as this usually happens in large projects.

    11 votes

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  8. Ability to make ‘find and recode’ to change/edit the Bank Account involved.

    Purpose: It saves people time from having to redo the complete transactions.

    32 votes

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  9. Ability to unapprove invoices once it’s already approved.

    Purpose: it’s easier to have this feature if users approved the wrong invoices by mistake.

    453 votes

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  10. Ability to assign a user where they can only have Invoice only and view only reports.

    Purpose: To make user permission easier to set up, rather than having to upgrade them into Standard. As this will allow a user having access to more confidential reports.

    139 votes

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  11. Ability to specify date/time when users’ want to send emails from Xero.

    Purpose: So clients/customers can receive the email during the working hours and not at random time.

    430 votes

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    Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.

    Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!

    Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.

  12. Ability to restore voided checks in Xero.

    Purpose: To easily get the checks back when a user accidentally void it.

    9 votes

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  13. Ability to have read only permission when setting up staff access in Xero.

    Purpose: Because some staff aren’t allowed to make changes to certain area (e.g. access to bank accounts and reports).

    83 votes

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  14. Adding description when users export Manual Journals in PDF.

    Purpose: Users’ can have better notes, as they can see the description in the PDF document.

    20 votes

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  15. Ability to combine sales invoice and attachments into one PDF when emailing/printing

    Purpose: To ensure all documents are sent to the customer, and make it easy for customer to reference all documents together

    66 votes

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  16. Ability to set up a Xero org for a specific charity organisation.

    Purpose: Because charity organisations work differently (e.g. restricted/unrestricted transactions).

    18 votes

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  17. Ability to allow individual access to inventory(products & services) and sales in Xero.

    Purpose: Enable ability to view different sets of information within an org.

    415 votes

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    Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.

    As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.

    While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.

  18. Ability to track raw material inventory for manufacturing.

    Purpose: To make it easier for users to find out the amount that their business is using to convert raw material into sold products.

    70 votes

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  19. Add custom QR code to invoices sent from Xero

    Purpose: Ease of entry - to scan and upload to your Xero org for auto creation of bills.

    22 votes

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    Hi everyone, we appreciate the interest for being able to add QR codes to invoices. 

    While this is something we started looking into this is not something we're developing. 

    To set the right expectation I'll shift this status to submitted and we can continue to track the interest here. 

  20. Ability to produce statements of activities that can specifically produce tracking categories for not for profit organisations.

    Purpose: This will make a not for profit organisation can classify different types of income that they’ve received using these specific tracking categories.

    8 votes

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