615 results found
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New Idea
Has anyone actually had one of their ideas implemented by Xero??
2 votesHi Tony, there are lots of ideas that have come from our community that we have developed and delivered on. One way to get a view of this is to filter a forum by Status = Delivered. Alternatively, if you follow our blog we have been sharing the ideas that we have been delivering each month and the team note which ones have come from our community. Here's an example
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Products & Services - Abillity to Attach Supplier Quote to Product
We use Products and Services for parts that we buy in as well as what we make and sell and it would be great to have the ability to attach documents just like with invoicing so that original quotes may be attached for future convenient reference.
1 voteYou can already attach files to your Products and Services, Simon. If you open the item from the list , you'll see an option to Attach files in the top right of the page. 😊
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Customer service improves
Call the customer allow contact
1 voteHi Nicholas, it doesn't look like you've been in touch with our specialists at Xero Support before?
While you'll need to raise a case through Xero Central, if you feel a call would best help to resolve your question let the team know and they are usually happy to arrange this at a time that suits you.
Having your support interactions recorded through your My Cases on Xero Central means you can always look back at your correspondence with the team at a later date, which can be quite handy if you ever run into the same scenario again. It also allows you to share or set up screen meets with the team to get better detail of any issues, and the team can share links to resources that you can access anytime.
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Resend an invoice
Resend a "Repeating Invoice"
A repeating invoice contained an error, which we have already corrected, but I don't see any way/opc to resend the email with the corrected rep invoice.What worked for me was switching to classic mode, where I was able to modify and resend that invoice.
I think it's important that you add those options to your new look before you change it, because they are necessary in my opinion.
2 votesHi Chris, you can resend an invoice that has been created from a repeating template by opening the invoice in the Awaiting Payment tab and clicking the 3 dots in the top right above the invoice where you'll see an option to Email.
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New invoicing - Due in 10 days
Could you please add "due in 10 days" in the drop down on an invoice?
1 voteIf this is the common selection for due date you can set this up as a Default in your Invoice Settings, Denise. It's also possible to set this up as a default for individual contacts if you'd prefer too. 🙂
Alternatively, you might find it handy to use the shortcut when entering your invoices. You can simply type +10 in the due date field and it will set the date to 10 days after the Invoice Issue date.
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New Invoicing
Not all businesses want to set up credit card payments. We actually use another system to generate our invoices as they are complex. I have been repeatedly asked to set up stripe and an authenticator with every step when keying in new invoices - I do not want to do this. I started to investigate and have now been charged $59.99 for an authenticator I do not need. I am incredibly frustrated and want my money back. I have contact the app company however it was xero's repeated badgering that caused the error. please remove the call to action
2 votesThanks for the screenshot, Nicole. Appreciate if you're not intending to set up credit card payments that this continuous pop up would be frustrating. This indicates that the Stripe payment service setup was entered into at some point but hasn't been completed. You should be able to stop this from appearing by removing Stripe as a payment service from your organisation. We have some help on doing this, here.
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Purchase Orders - Automatically include delivery instructions
We have the same blurb to add to every purchase order—please add the ability for this blurb to automatically populate each purchase order.
1 voteHi Kelly, you can add this information using an advanced branding theme and customising the template in MS Word.
For example you could add a text box with these delivery instructions, add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
When creating purchase orders you'd then select this branding.
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files
After uploading a file, one must select account and what it is (bill, invoice, expense, spend money)etc, before you see what it is. I should be able to open file, add all the details, while viewing the image/document
3 votesHi Tonya, it's currently possible to view a file you've uploaded to the library before having to add it to a transaction. Just click on the file name.
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Allocate Contact Groups from Contact Page
Allocate Contact Groups from Contact Page
At the moment you have to go into each individual contact to allocate a group, it would be beneficial to be able to allocate the group from the contact page.
1 voteYou can add contacts to groups from the main Contact list page, Jane 😊
Simply select the contacts you'd like to add to a group then click the Add to group option on the left header.
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Assign costs from bill to mulitple rental properties
I get a monthly insurance bill for all my rental properties. Would like to associate the cost of each to the appropriate property.
1 voteHi Coleman, this is possible with the use of Tracking. You could set up one of your tracking categories as properties and list each of your properties as an option. Then when you're entering documents in Xero you can assign each line of your bills, invoices and other document types to the property it relates. 🙂
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New Invoicing - Due Dates drop down add Tomorrow
In the new invoicing, invoice date, drop down has tomorrow as an option, but in the drop down for due date this is not an option and have to go in to manually select the date which is time consuming this is something we use for most of our invoices.
3 votesHi team, returning to the idea here we're going to shift this to delivered with the existing ability to enter the keyboard shortcut 'T+1' that'll auto select Tomorrows date in the Due Date field.
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Retain the edit, copy and void features for bills and invoices. These are used all the time in our organisations
Accountants need to to be able to amend the account to which an invoice or one of the lines on it is allocated, as we can with the edit function in Classic Invoicing. We also need to be able to edit the Tracking Category of an invoice or line on the invoice. This is vital for our organisation and likely to be so for others businesses where invoices and bills are booked by financial staff and checked by Accountants. The ability to copy a previous invoice is also used all the time and saves a huge amount of time. Also…
2 votesAppreciate your idea here, Michael. While it won't be possible to retain Classic invoicing, it is possible to Edit, Copy and Void in New Invoicing.
That said, a couple of the Copy to options (to a purchase order or bill) are planned for new invoicing but aren't there quite yet. You can stay updated on these through the ideas I've linked.
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Invoice Should Remain in the Same Format Once Sent
When an invoice is approved it must stay in the shape of an original table where the ledger account column and the tracking category columns are present, (presenting this information in a line with a small font is ridiculous).
2 votesHi Melissa, coming across your idea here you may have already noticed that a couple of weeks ago we released an update to the view of an invoice so all details are now shown in separate columns (similar to classic). 😊
Thanks for your feedback and sharing how we could improve things for you, here.
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phone assistant person
Hi xero team, all my friends are recommended to use Xero for my small buisiness, its so easy to ure and so on, but i found so hard to established. i still couldn't able to link my bank account. this message comes up when i tried to link, see in the attached files.
1 voteSorry to hear the trouble you were having with setting up, Ngawang. I hope you've managed to resolve this but if you still need any help our specialists at Xero Support will be happy to give you a hand. You can get in touch with them by clicking the Contact Xero Support option found at the bottom of most pages throughout Xero Central. We have some more pointers on getting help here.
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Aged history report for suppliers
Transaction/summary report for suppliers but showing history in aged format, to be able to report on what we;ve spent with a supplier for the last 12 months - Each month!
Xero really need to look at producing a report generator like sage had, so we can create any report we need.
2 votesHi Les, the Aged Payable Summary or Detail reports will produce what you're asking here. In terms of setting this up for a 12 month on month view you can change the Ageing Periods option to '12' periods of '1 Month'.
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Bulk reconcile bank transactions for accounts without bank feeds
We have deposit and cash accounts with no bank feed, I would like to be able to reconcile a whole month's transactions in one go rather than each individual line (mark as reconciled).
I know the balance at the end of the month is correct so I would like to be able to tick all transactions and 'mark as reconciled' in one hit.2 votesHi team, this is already possible. However in order to bulk mark as reconciled you'll need to enable this option.
When in a bank account in Xero, click the '?' icon at the top of the screen where you should see the option to turn on 'Enable Mark as Reconciled'. Its based on your user login so while this will turn it on for yourself, another user in the organisation will need to follow these actions to for themself.
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online payments in invoicing
Would be great to be able to turn off online payments for specific customers.
Would also be good to be able to choose which online payment methods we accept or dont accept rather than currently having to take them all or nothing.2 votesHi Joe, thanks for raising this here. We've made some updates to how you manage online payments so this can now be done on an invoice by invoice basis.
If you go to your Payment service settings you'll be able to set up all the payment services you'd like to offer, then on the individual invoice you select Set up online payments so you can choose those that you are providing on that invoice.
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Remove VAT line from Invoice email template
I want to hide the VAT line from below the subtotal on the 'Invoice email' template. I can hide it on the 'Invoice PDF' but not on the 'Invoice Email'. I'm not VAT registered so it currently says VAT 0%. But thus may look confusing to my customers. I would rather it was either hidden or removed.
3 votesHi Sam, sorry we've not updated you here sooner. This is possible through your email settings. If you open the Email template that you apply to invoices you'll find a check box for 'Include action to online invoice and detail summary'. You'll want to deselect this option to remove that detail from showing in your invoice emails. Just a note it does strip back a bit of the formatting of the email but will help you achieve what you're after here.
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startup help
Most Small business owners like myself are not accountants. Getting Xero working and using the integrations with hubdoc has been lots of trial and error and frustration. It would be so much easier if as part of starting an account I had someone for the first month to get online with me who can see my screen and walk me through how to do all of the basics such as: 1. How do I correctly bring a receipt into xero through hubdoc so it matches to transactions I can reconcile? 2. How do I setup the quote system to work…
1 voteHi Joshua, I see you've also been in touch with our Xero Support team for help with some of your questions and advice on setting up.
Our Support team are able to offer some of this sort of guidance, and can answer specific questions. We also have some great getting started resources available on Xero Central with guidance, courses and content that can be a good starting point.
For one-to-one help for the best setup for your particular business, or questions on meeting reporting and regulatory needs we'd recommend using the Advisor Directory, to find a Xero-certified adviser in your area.
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Monthly subscription
Go back to sending the monthly invoice with the notification. When you changed this so we had to log on and download the invoice it makes more work takes more time and we are less efficient. I had already emailed you about this but received no reply. Regards Arthur
4 votesHi community, our subscriptions are on a monthly basis. If you have any issues with receiving your invoice it's best to contact our specialists at Xero Support to take a closer look and confirm any queries round this.
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