4319 results found
-
Quotes - Save contact details
It would be really helpful if, when adding a new contact, the system allowed you to save their email address and full contact details at the same time—this would streamline the process and improve efficiency.
Additionally, it would be useful if the "Title" field and accompanying text box from a quote could automatically transfer to the invoice. I often include important client information in these sections (e.g. wedding details), and having it carry over would save time and reduce the need to refer back to the original quote.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Scheduled Invoice Sending (Beyond Recurring Invoices)
While recurring invoices currently exist in Xero, it would be valuable to have functionality that allows users to schedule one-off invoices for future dates with flexible send times.
Example:
A user creates an invoice today for a job scheduled on August 20, 2025.
Once the job is completed, the invoice should be automatically sent at a pre-set time such as:
Immediately after job completion
By the end of the same business day
First thing the next morning
This would help service-based businesses streamline post-job billing and reduce manual follow-up, while maintaining accurate timing for customer communication and cash flow management.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Scheduled Invoice Sending (Beyond Recurring Invoices)
While recurring invoices currently exist in Xero, it would be valuable to have functionality that allows users to schedule one-off invoices for future dates with flexible send times.
Example:
A user creates an invoice today for a job scheduled on August 20, 2025.
Once the job is completed, the invoice should be automatically sent at a pre-set time such as:
Immediately after job completion
By the end of the same business day
First thing the next morning
This would help service-based businesses streamline post-job billing and reduce manual follow-up, while maintaining accurate timing for customer communication and cash flow management.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
AU Payroll report include hours with no rate
When employees are paid on a commission bonus structure, but hours worked still need to be recorded for pay rate determination, currently if number of hours worked are entered without a value, they are not recorded, only the salary line paid. Would like to be able to record hours worked, even without a value. thanks
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Ability to select a person instead of company name for all instances of use
In nearly every other business program, a Contact refers to a person and not the business name. The person should be the primary entry entered for contact information, and the business name is an attribute to that person, not the person an attribute to the business as it is currently set up in Xero. We often have to change the specific person (or entity like Accounts Payable) who a quote or invoice or other document needs to go to, and the only way to do that currently is to change the primary person under the business name each time we…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Stripe Surcharge
I was wondering if it was possible to get surcharge not added into the total charge that stripe uses to get their processing fee. I always thought that the surcharge total would be like the money that they took their charge from which is why I added the surcharge anyway. It ends up being that stripe adds the surcharge in with the base charge on the customer invoice and then takes out their processing fee. I don't think that is right though. It should be a way for stripe to only charge their processing fee to the base cost of…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
quotes to invoice should have option to change order in xero app
quotes to invoice should have option to change order in xero app
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Plan - Free option for new entrepreneurs
I'm unfortunately recommending many new small business owners (mostly solopreneurs) with limited financial resources to use Wave Accounting free version for their bookkeeping.
I mention to each of them to transition to Xero once their business will have overgrown Wave free version.
I'd love to recommend new entrepreneurs to get started on Xero immediately, but when they have very limited financial resources it makes more sense to use a free accounting software than the $25/month Xero offer.
I'd love to see a similar offering from Xero so I would recommend solopreneurs to get started on Xero and to start paying…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Purchases overview - View Billable expenses not billed.
Purchases Tab: would like to see Billable expenses not billed.
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Sales overview - Ability to customise and shift Billable expenses above Quotes
Sales tab - Love the "Billable Expenses", Needs to be above Quotes.
Need to be able to not bill them where I have a project invoice. Just assign the customer.2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Upload a pdf file into an employee timesheet or pay run (for evidence)?
Upload a pdf file into an employee timesheet or pay run (for evidence)?
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
new items
Couple of ideas for the "products and services" tab. Firstly, if I am adding a New Item to inventory, there's a pretty good chance that that means I have just had one arrive in stock. So it would be good if I could populate the item in the same window as creating it, rather than having to Create New Item, and then come back and add stock to it.
Secondly, if I am inputting goods to stock, 90% of the time the reason for this is because these parts have been purchased. It's a pain to have to write "purchase"…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
stop pop ups
Please stop with the endless pop-ups! I don't need to be reminded of your set up bills payments button every time I open up the bills page.
We already pay enough to you without having extra add-ons shoved down our throat's every time we open up the software.
The annoying pop up is for a function which is A)wildly expensive, and B) Doesn't work!
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Invoices - Allow Credit Card Payment Services
It would be great to be able to show two payment services on the invoice template. Currently you can only select one option from the drop down. We offer POLi payments and credit card payments via Stripe but cannot currently display both options using the invoice template. We have to manually select both options on each invoice & this is quite time consuming when issuing a large number of invoices.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Increase the number of Bill payments allowable in Ignite
We are a small Seniors Tennis Club in NZ with everything possible done by volunteer members. We have hit a road block in paying our bills with the 5 only limit not even covering our Utilities. Going up to the next level will double our cost and provide features we will never use. We gratefully accept your Not for Profit discount but can we pay a discounted yearly subscription or even better, in the Ignite plan raise the allowable number of payments to a sensible number. I would appreciate some imput on this matter as I see it effects a…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN numbe
while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN number is being displayed. Additionally, we would like to include page numbers for easier reference by our customers.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
projects and expenses
we are currently setting up our company so that all employees use projects to keep track of time entries.
however, we have given majority of our employees limited access as they don't need to see much, but it means they aren't able to add their expenses on. This isn't ideal for us as our employees do a lot of travelling and need to be able to add their own expenses on to claim their millage back, is this something that could be changed?
we are also assigning employees to projects, we roughly have 15 people per project and it is…
3 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Summary of outgoing correspondence
A summary page of outgoing correspondence via Xero - for example, statements going to a particular contact, any automatic invoice reminders that have gone out etc. Purely anything that is outgoing from Xero to be easily viewed so if a customer calls, you can quickly pinpoint what has triggered their enquiry.
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Cashflow analysis integrates with Preno
Could Xero access the future bookings value by month from preno and lightspeed (and other integrated apps)this would provide more accurate cashflows when preparing forecasts.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Activity Statements - Export Sorted Transactions
Activity statement line items can now be sorted in the Activity Statement report in Xero, which is great to be able to review transactions by Account Name, to group similar transactions. However, transactions do not keep this order when exported to CSV or PDF. If manually sorted by the user in the Activity Statement report, the exported report should keep the same sorting preferences.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
- Don't see your idea?