2186 results found
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Projects - Batch Edit of time entries for projects
Ability to enter search criteria for time entries and then make batch edits to the selected entries. Similar to the find and recode function for accounting transactions. Sometime projects change and/or split into multiple projects. Please add the ability to search for time entries by date, employee, project name, task, etc., and returning a list of the time entries that meet that criteria; select the time entries desired and then make bulk edits to the selected items.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Turn off JAX and remove prompts
I would like to know how to turn off JAX prompts and remove the icon from the middle of my screen when I am trying to send an email to a client. The comments are closed on the other post regarding this, however the question has not been answered. Please directly address how to remove this now that it no longer in beta.
6 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Ability to sort the expense claims paid sorting by date of payment ascending or decending order
It would be great if we can have a SORT by date of payment feature in Expense claims window, while checking all claims. This will enable the users to check for any duplicate bills submitted twice before approving for payments.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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To be able to send customer statements from mobile app
Would love to see the ability to send customer statements from the mobile app
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Invoice branding theme - Ability to View on Invoice list & Change in Bulk
A problem I have each month is when preparing sales invoices - I use several branding themes, one of which is for the AdFin integration.
It would be ideal to be able to see on the invoice list (in Sales > Invoices) which theme was attached to each invoice, it would be further beneficial to be able to select a bunch of invoices and bulk change the theme where required.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Sales Invoices Include Contact Notes in Pop Up Window
Include contact notes in the pop up window when contact is selected in the Invoice screen.
Currently in the invoice screen when you click on the contact brings up a pop up window detailing contact contact info, contact address, and amount owed.
Can this pop up window be expanded to include the contact notes ( in the contact details screen) this would enhance usability by allowing the user to easily view key contact notes when in invoice screen. which for us is used to identify whether a customer requires PO #, special discounts, preferences etc.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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How to enter the budget per project or E&E Asset?
Would be great if Xero can have the option of entering the budget per each project or E&E Asset, so that way, the company can control the expenses per project and avoid any exceeding expenses per each month or identify some changes needed in the projection
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Compact Dashboard
Seeing more information on the dashboard without scrolling. I do not need to see account graphs. I need to see the actual data on one screen.
1 voteHi Martin, thanks for your feedback. As you may have seen we're in the process of releasing a new Homepage which will be rolling out to all customers over the next few months.
Just to check with your idea here do you happen to have this new Homepage yet or are you referring to the existing Dashboard?
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Keeping Payee Reference When Grouping Payments
When making a payment via "bills to pay" the Payee Reference is lost when payments are grouped. When grouped this should revert to the supplier reference, we pay lots of larger UK business (Travis Perkins/Screwfix/Trade UK) who require the customer reference number to be included in the payment otherwise it isnt allocated.
In addition, when you request someone else to pay the bill the references are lost. As a result I have to send them the payment request and a seperate email with the references that they need to re-add.2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Expenses - Mileage tracking to alert when 10,000KM's are reached
For mileage expenses a way to have a total amount of miles used so that I can track once I reach 10,000 miles and adjust the rate from 45p to 25p. Or have this set to automatically.
2 votesThanks for the idea ✨ and for explaining the need to be alerted at a mileage threshold so the rate can be updated. We’ve reviewed this and, at this stage, we’re not planning to progress it. The approach needed here would rely on a GPS component for automated tracking, and this isn’t something we’re exploring right now. In the meantime, you can continue recording mileage manually and adjust the rate when you reach your threshold. We’ll keep monitoring interest in this space, and if our direction changes, we’ll update here. Thanks again for sharing your use case and helping us understand your needs 🙏
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Invoices - routing back to the invoices page after sending a remittance
When processing a number of customer remittance advices, it would be very useful to have a button to get you straight back to sales invoices awaiting payments list. Currently, when finalising a deposit, the system takes to the bank account that you have selected for the deposit. You then have to go back to Sales>Invoices>Awaiting Payment which the system does lag in loading.
3 votesHi Mike 🌟 Thanks for sharing this idea. We appreciate you explaining how streamlined navigation could help when processing multiple customer remittance advices. Your idea has moved to Gaining Support, meaning the community team have reviewed it and it's open for votes and comments. This is a great opportunity for others experiencing similar workflow challenges to add their votes and perspectives. We encourage you to share this idea with your network to help build momentum!!
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Xero Expenses - Add an 'Assigned To' reference in Expenses to show if its been assigned to a project or tracking category
When approving expenses in Xero Expenses, list the 'Assigned to: Project; show up next to the date and category for easy approval instead of having to click into the expense to ensure its been assigned to a project before approving the expense.
2 votesHi Kim, thanks for sharing this idea. We appreciate you explaining how displaying project and tracking category assignments in the Xero Expenses approval view could help streamline your workflow. Your idea has been reviewed by our Community team and we're moving it to Gaining support. This means it's now open for the community to show their support through votes and comments, helping us understand how many users would benefit from this enhancement.
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Einvoicing - add a second Reference field for Government clients
We have government clients who are asking to be sent invoices using the eInvoicing function, rather than pdf's via Xero's email function.
Some government clients will ONLY accept eInvoices from Jan-27.
BUT these government clients require a separate field to be added to the invoice header so that their system can recognise the invoice and link it to their purchase order.We are unable to comply as we alreadyusetheReferencefieldforINTERNALpurposes.
If we could add an internal reference field that can be seen on the Contact card's Activity section in the same way the Reference…
3 votesHi Jo, thanks for sharing this idea. We appreciate you explaining how dual reference fields could help meet government client requirements, especially with the January 2027 eInvoicing mandate approaching. After reviewing this with our product team, we've moved this idea to Not in pipeline, which means the product team have reviewed the idea and it isn't on the foreseeable roadmap. The idea remains open for votes, so we encourage the community to continue supporting it if this impacts their business. We'll keep monitoring feedback from the community on this topic.
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New Invoicing - Consolidated invoice process voiding the original invoices automatically
Consolidated invoices:
Have a proper feature that allows us to consolidate customer invoices rather than the "copy to" or "merge" as this does not tack the consolidation.
So the example us Customer A has 15 invoices you bill on 20th of each month but want to consolidate all 15 into 1 invoice to send them with all line items (not statements). Then the 15 invoices consolidated would be zero'd or closed off with a note saying the old invoice reference and where they were consolidated to into the new single invoice.Statements won't work, with the copy or merge you…
1 voteHi Keith, thanks for sharing this idea. We understand the consolidated invoice feature is an area of interest for our customers. The scenario you've described, combining multiple invoices into one with proper tracking, provides really helpful context. Your idea has now moved to Gaining Support, which means it's open for the community to show their support through votes and comments. Thanks for contributing to making Xero better ✨.
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Copying from invoice(proforma) to purchase order
Why is the purchase order (created by copying from an invoice) now showing sell price not cost price!!!!! This is a massive issue - it means i have to manually enter cost price on the PO. Why has this changed??????
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Invoice manager - allow sorting (draft) invoices by 2 fields
Currently I can sort my draft invoices by "To" which seems to then default to "Number" as a second level. I have multiple invoices for the one client each month and it would be great if I could sort by "Ref" then sort by "To" and the "Ref" would remain the second level field, instead of "Number."
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Quote - add account number to template
Invoice Settings - need to be able to add account number to Quotes. This feature is available for invoices but not for quotes. We currently have to copy and paste the account number from the clients contact details.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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tracking time for non-Xero users in Projects
Feature request for better support of tracking time for non-Xero users in Projects. Need a solution for tracking self-employed labourer's (non-Xero users) hours worked across Projects. Time sheets for non-Xero Users across Projects.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Calculate running total difference of transaction details
When 'Adding details' or editing a transaction, the running total amount needs to equal the original transaction amount (money receive or spent). Some businesses require entering multiple line item entries in order to balance a deposit or withdraw. XERO states the total amount entered at the bottom, but does not state the 'Mathematical Difference' between the original transaction amount & the running total. In order to determine this, a manual calculator is needed. XERO should state the running total as well as the running difference.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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The ability to set up payment schedule on a single bill such as insurance, rates, leases etc...
Being able to schedule the DD dates on a single bill such as insurance, business rates, leases etc... so that when you run a bills to pay you can get a clear snapshot of what is due for the period rather than having to manually work it out - this would assist in not missing outgoings for the period.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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