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4647 results found

  1. To make users able to see repeating invoice details from Contact record.

    Purpose: To make users jump into active repeating invoices easily, and to minimise the risk of setting up duplicate repeating invoices for the same contact.

    18 votes

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  2. Ability to send an automated 'Payment received with thanks' email to the customer

    Purpose: To give a professional image to users’ customers/clients, and save time in a current manual process

    330 votes

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    Hi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.

    Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.

    Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have  have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.

    As we embark work on the Account Transactions tab we'll be able to revisit…

  3. Ability to produce accurate Vat reports suitable for the Irish Revenue Commissioners.

    Purpose: Irish users can file their VAT easily using Xero.

    42 votes

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    Hi everyone, thanks for your interest and good to see how we can be expanding capabilities for our users across the world.
    While we don't have plans of developing this in Xero, we have recently partnered with Parolla to offer a connected plug-in to your Xero organisation at no additional charge to users with an Ireland based org.
    Connected to Xero, Parolla will generate VAT3 returns for direct upload to Revenue Online Services, as well as generating Single Euro Payments Area (SEPA) compliant payment files - Find out more here

  4. Ability to only allow some users to access specific reports.

    Purpose: Because in some organisation, only some people can only see the information for some reports.

    214 votes

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    Hi everyone, thanks for the interest in this idea.

    As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.

    However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting  team are leading up to retiring older versions of Xero’s reports on 31

  5. To get the ability to unvoid Invoices

    Purpose: Because creating a new invoice will generate a new invoice number, and if user can unvoid it, they can still get the same invoice number.

    15 votes

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  6. Ability to export and import quotes in Xero.

    Purpose: Because putting quotes in/from a spreadsheet can make users better calculate future cash flow.

    158 votes

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  7. Ability to make quote’s title and summary flow through to Sales Invoices.

    Purpose: To save users’ time rather than having them manually input the same title and summary when the quotes are converted into invoices.

    180 votes

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  8. Ability to convert quotes into invoice & the remaining amount of invoices.

    Purpose: Because it helps users invoicing workflow as they often have to keep a separate record of deposits sent / paid and manually calculate the remaining amount to invoice on completion of a project

    42 votes

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  9. Ability to track quotes on the Dashboard

    Purpose: This would allow for quick access to do quoting work

    77 votes

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    Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard. 

    At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.

    If there is any change planned in this space we'll be sure to update you on this. 

  10. Ability to send bulk emails to both suppliers and customers.

    Purpose: Saves more time when businesses need to send emails to all their contacts. Especially when they need to announce specials or price increases.

    194 votes

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    Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.


    That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.


    I know this isn’t the news you’re hoping…

  11. Adding description column for Aged Payable/Receivable report.

    Purpose: To easily identify which invoices that need to be actioned.

    45 votes

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  12. Ability to handle reverse charges for VAT EU in Xero Global edition.

    Purpose: It’ll save users time instead of having to use third party API or creating a second line with a negative amount.

    20 votes

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  13. Ability to show partial amounts within purchase orders.

    Purpose: Because in some industries, showing partial bills to their clients can improve the workflow when doing ongoing projects.

    202 votes

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  14. Ability to generate a report where users’ can view contact payment activity

    Purpose: Users’ can easily see which customer has good and bad credit performance, and manage customer relationships & debt.

    276 votes

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  15. Ability to pause repeating invoices and resume it.

    Purpose: Users’ don’t need to delete the repeating invoice and re-create it again.

    36 votes

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  16. Ability to export Bpay payment batches.

    Purpose: To save user time in exporting Bpay batches, as currently they have to do it one by one.

    66 votes

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  17. Ability to use the cash coding screen to post to a bank account.

    Purpose: It’s time consuming having to tick off each item in the reconciliation screen when there are a lot of transfer transactions

    142 votes

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  18. To have an option to automatically update the reversing journal.

    Purpose: To save time and help avoid errors in updating both entries.

    43 votes

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    Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited. 

    While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time. 

    We'll move the status back to submitted and keep you informed if there is any movement.

  19. Adding customer’s purchase order number in the sales invoices.

    Purpose: because some companies will not pay an Invoice without a PO, so it’ll make users’ workflow easier when they can search #PO to find the right invoice.

    122 votes

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    We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.


    At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.


    It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.


    In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here

  20. Adding an undo option when users are doing reconciliation in Xero.

    Purpose: Undo button will make users reinstate the transactions easily if they remove it by mistake.

    25 votes

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