4572 results found
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Analytics Plus - Optional add-on for CA/US plans
Any appetite/plans to offer Analytics Plus as a per month add-on like projects and expenses?
For my starter clients, it would be nice to offer the 90 days, instead of just the 7/30 days.
4 votes -
Bills - Option to email customers to confirm supplier bill is accepted
Upon capturing a supplier bill in Xero, is it possible to have Email option to send an acknowledgement to the supplier for accepting the bill? Email option is there in Invoice, same way can we have the feature enabled in Bills as well?
3 votes -
Lock Previous Year End Accounts & "Compare with" Custom Dates
When changing the year end for a client, it would be nice if previous year's could be locked in dates, fixed assets, etc.
Once the year end is changed, it seems to amend the dates for the previous year in all reports too, if (for example) the new year end means the current "year" runs to 13+ months (such as when the year end is extended): it's hard to get the comparative period in any popular reports to show the previous year as it was filed.
And especially in the TB, I can't get it to show a period for…2 votes -
Find and Recode - Find transactions before lock date
At the moment, if dates are locked, you can't see transactions in Find and Recode prior to that date. I often use Find and Recode to check the previous coding of contacts/accounts and in order to see them I need to unlock dates and then relock them again. It would useful if they could still be viewed despite dates being locked but perhaps those prior to the lock date are greyed out to show they can't be changed?
3 votes -
Business Snapshot - Include budget amount
Hi Team- it would be a great idea to include the budget amount in the Business Snapshot so that we can have a one view on the actual against last year against budget,
4 votes -
Invoicing - Make it compulsory to assign to a project
Ability to make it compulsory to assign project to invoice.
2 votes -
Reports - showing receipts (credits), which matches bankings/receipts & can be filtered by date.
Report similar to Approved_sentand_paid which shows receipts (Payments & credit) for a specified week and not including previous part payments in the Payment and credits collum. The report should match our banking / receipts for that specific week including part payments.
1 vote -
Bank account - Drag & drop option to change order of bank accounts
It would save so much time if there was the ability to drag and drop the bank account order in the bank accounts screen (so it changes the order in the drop down menus). It is very cumbersome clicking the bank accounts up one step at a time especially when you have over 30 bank accounts!
3 votes -
Bills - Add a Due Date per line
Would like to have due date for individual lines on Bills.
Understand that we can key in manually in description lines, but it is not very convenient.1 vote -
Customised Document Reference Number as well as automation of this feature.
Document reference number could be modified & next number is shown is recommended.
Eg.
- Invoice number could be customised into "INV yymm-***", same goes to payment, receipt, credit note so on.
- to shown next number under the reference number.2 votesHi Casey, coming back across your idea here I was hoping to better understand. As you may be aware it is possible to change and customise the sequence of invoice numbers as well as other document types from within the Invoice Settings page - Or is it something a bit different you're after here?
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Invoicing - Follow up email after payment
It would be useful to be able to send an email to a customer xx days after an invoice is paid.
This could be used for all sorts of things from offering discounts on new orders to reminding them to leave a review for your service. A bit more of a CRM style feature but would help with business workflow and keeping actions in one place.
2 votes -
Tracking - Increase tracking options limit
Hi there, we have been using tracking options for our projects and we have now reached the maximum number and reached the limit for it, but we don't want to delete the previous projects<. Just want to know, if we can increase options limit to numbers. Thank you.
Limin Kaka Luo
Thee Group26 votes -
NZ GST - Increase size of the current period button
Rather than the very small, blue writing to preview a current GST period, can this please be bigger and a button.
A lot of clients do not know this feature is in the GST Return area as its too small to find easily and previewing the current return is useful for businesses to know what their current result is looking like, especially if they are using this feature for cashflow/GST saving.1 vote -
NZ Payroll - Option to upload employee IRD numbers
When setting up Xero payroll, have the option of uploading tax information (IRD number, tax code etc.), as currently needs to be done individually.
1 vote -
Bank Reconciliation - Simple mode
I found the reconciliation options too complicated for my use case. I didn't understand or need the codes and found my best efforts left the balances showing the wrong amounts. Really all I would need is a distinction between "Money in" and "Money out", and custom tagging so I could track my own categories rather than try to make sense of a technical coding system.
1 vote -
UK Payroll - Automatically assign employee number when bulk importing new employees
There is a new feature on Xero Payroll that creates employee numbers automatically on employee creation. A great new feature, it gets my vote. It would be good if this worked for bulk import, e.g. by setting the employee number field in the import as blank. (When I tried this it didn't work).
3 votes -
Branding - Links to Invoices from custom DOCX Statements
Link to Invoices on Custom Statements
Xero recently added a link to Invoices on the Standard Statement. Thank you! However, this is only helpful if you're using the Standard statement. We would like to be able to add the Invoice link on Custom statements as well.
55 votes -
Xero Support - Support chat feature
There should be a support chat feature, especially for new users. Drilling through support topics and forums is cumbersome for simple questions.
51 votesHi everyone, returning from my last update I wanted to confirm that we have released generative answers in Xero in app help for all customers.
We appreciate this isn't a direct live chat feature that is being asked for in this idea and will move the status back to Submitted, however we'd recommend giving this a try when you're next looking for an answer while working in Xero.
This feature takes into account what page you’re viewing, and the version of Xero you use, to do the best to ensure that the information provided is relevant to you.
Live chat is not something we have planned at this stage but if any steps are planned toward this, we'll let you know here.
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Bank Reconciliation - Automatically populate the Why field on account transactions
My request is to allow us to have a CSV column with data in it that will automatically populate the "Why" field with the bank account description content. I have a client with hundreds of different payees and recipients and each has a different description. Very few are consistent each month, and those are covered by the bank rules, but that is only about 5% of her transactions. She wants the same description in the ledger as is on the bank statement. It is very tedious for me to copy and paste the bank description into the"why" field for each…
1 vote -
New invoicing | Send - Rich text editor format
Please change the editor in the email copy, when sending an email & creating an email template, to a rich text editor. It would be useful to be able to bold/highlight particular lines especially when invoices are late & reminders are being sent
20 votesHi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.
That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.
If…
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