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4809 results found

  1. Customer Statements download to Excel

    191 votes

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  2. 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

    37 votes

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  3. 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…

    29 votes

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  4. 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.

    121 votes

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    Hi team, pleased to share another update as progress moves along in this space.

    We'd now doing some early testing of the teams concepts for being able to bundle inventory in Xero.

    With the high interest for this in the idea, we'd like to offer the opportunity to be involved in the process - If you'd be willing to give some of your time to share back with the team, we'd love you to fill in this short questionnaire ✍️

    While this will be limited to a small group, we'll keep you updated on the outcomes, here. Thanks!

  5. Inventory - Fully integrate Locate Inventory into the Xero platform so users have a fully functioning ERP and inventory management system.

    30 votes

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  6. 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?

    25 votes

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    Hi everyone, we appreciate the feedback we've received from customers that would like to use Xero to manage their own personal finances.

    We want to be open that we don't have plans for developing a specific product for personal use - However, if you'd like to use a Xero business organisation for monitoring your personal finances, you could follow this process for getting set up:

    • Set up your 'personal finances' organisation.
    • Edit the Chart of Accounts, adding accounts that you would like to use (eg Salary & Wages, Groceries, Insurance Expense), and delete any unnecessary accounts.
    • Add your personal bank accounts and import your bank transactions.

    You could then use Tracking to create Categories like Income & Expenditure Goals and add the items that you'd like to track, as options within the related category. 

    The Tracking Summary Report will give you an overview of these 'goals'.

    For customers in the…

  7. 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

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  8. 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

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     ·  3 comments  ·  Payroll  ·  Admin →
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  9. A report that shows all purchase orders with invoices against them and balance remaining.

    59 votes

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    Hi 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.

  10. Create a report to show all payslips for an employee for a given time period. Currently these have to be downloaded one by one.

    571 votes

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    192 comments  ·  Payroll  ·  Admin →
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    Hey everyone 👋thanks so much for your ongoing feedback and commitment to supporting this idea.

    We understand the need for a straightforward process to download all payslips at once, particularly for WorkCover claims or employee requests where multiple payslips are required. We’re excited to let you know that our product team is now actively working on a solution to allow bulk downloading of payslips.

    In the meantime, you can use the Payroll Activity Details report to get a detailed breakdown of each payslip. It's also worth noting that employees can access and download their own payslips directly through the Xero Me portal.

    We'll keep you updated on our progress right here. 🙂

  11. This should be automatically added to your account, rather than having to save to Xero manually each month

    627 votes

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    Hi 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.

  12. Ability to share a link to share Xero to Xero key

    8 votes

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  13. Have the option to create nominal codes and assign them to CIS returns to allow for more granular review of costs. E.g. Bricklayer expense, Plumber expense etc.

    59 votes

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  14. Allowing attachments to be included when sending a remittance advice so we don't have to send them manually via email

    70 votes

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  15. Ability to format a cheque voucher so that the tax amount shows on each line item and not just in the total below or even better so that sales tax automatically shows within the line item amount.

    30 votes

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  16. The option to manually or automatically create an overdue statement for late paying customers

    312 votes

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  17. Statement of Account able to toggle difference currency since we have set a exchange rate should be able to tabulate base on the exchange rate

    17 votes

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    Hi everyone, 

    Reiterating what Kelly Munro shared previously, if you're using multi-currency in Xero, invoices issued to a contact in a foreign currency will be shown in the currency it was issued - example attached. 

    I see there's been new voters over the last couple of months and was hoping some of you could add a comment to describe more specifically what you're looking for, if the example above is not suitable. Let me know if it is though!

    For example, do you want to see the ability to show the Customer Statement in a single foreign currency only?

    Thanks!

  18. ability to add/upload the bank statement/credit card statement to reconciliation report for future cross checking by accountant

    265 votes

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  19. When running the Payment Summary Details report for a previous financial year, the report does not show the dates of the financial year the data belongs to. The report is titled Payment Summary Details as at Today's Date. For example: it should show Payment Summary Details reporting period 1st July 2017 - 30th June 2018. For audit purposes, there is no way of determining the date range the reported data relates to.

    24 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  20. DOCX - Add merge fields for the organisation's Phone number and Email Address in all templates

    5 votes

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