Ability to show more statement lines during reconciliation in one page.
Purpose: To save users time from scrolling and changing the page.67 votes
Auto select option to attach a PDF copy of the sales invoice by default.
Purpose: Save time having to manually tick the option to include PDF when sending an invoice in new invoicing67 votes
It's great to see this idea getting so much engagement - Thanks everyone.
Taking in recent comments, I wanted to give a little more clarity to the idea here, as it sounds like there are a couple of differing asks.
Right now, in both new invoicing and classic you can select to include a PDF of the invoice - See my image below.
A bit different to including files that you may have attached to an invoice when sending.
Our product team are aware there are still some differences between new invoicing and classic, and we'll keep developing to add functionality from classic to new invoicing - Not something we can give a timeframe around. You can stay in the know of upcoming features through our article here, we'll let you know of any updates that impact the idea here.
Option to attach files to individual fixed assets
Purpose: Ease of reference, being able to attach files and documentation that related to an asset62 votes
Xero - in employee section and only those with payroll admin rights can upload notes/documents such as medical certificates/TFN forms/super choice forms etc in the notes section to be able to track this better and with relevant payruns as well49 votes
Ability to reconcile clearing,control and non-bank accounts in Xero.
Purpose: To save time rather than having to copy and paste into excel to reconcile the balance.44 votes
Ability to assign purchase orders to a project in Xero.
Purpose: To make Xero projects overview shows everything ordered/billed & invoiced to the customers.43 votes
To make users have the ability to import and export bank rules.
Purpose: save time from manually creating same/similar bank rules in Xero. Which will make partners easily set up a new client Xero org.36 votes
The option to manually or automatically create an overdue statement for late paying customers30 votes
Add Sort and Filter to the Main reconciliation screen.29 votes
Ability to automatically pay supplier bills from within Xero, withouth having to login to online banking.
Purpose: To make it easier to pay bills, rather than having to jump between two different platforms.29 votes
Ability to send an automatic statement to customer
Purpose: To prevent late payment from customer29 votes
Ability to get reports on outstanding purchase orders.
Purpose: User can get the detailed information on outstanding purchase orders.27 votes
Add feature to automatically follow up on quotes / send quote reminder *days before expiry or *days after quote issued — as there is with invoices. This feature comes standard with most other quoting interfaces.23 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Ability to have a notes section in the Contact’s record.
Purpose: Users can easily add extra notes about their contacts.23 votes
Would be great to have the ability to bulk merge contacts in Xero rather than having to do this one at a time - would be a great time saver!22 votes
Hi team, we're looking into change for contacts taking on board feedback and monitoring usage.
Our team are looking at how we enable a bulk merge functionality in the new contacts view.
I'll share more on updates here with you all. 🙂
Ability to change darker backgrounds in Xero.
Purpose: White text against a Dark Background, is easier to see for the eyes.22 votes
Ability to export and print files from Xero in bulk.
Purpose: To have backup files and audit purposes.22 votes
Ability to show date and time stamps, to see when the report was run.
Purpose: This will help users to do their Audit Trail.21 votes
Ability to have separate ‘Reply-to’ email addresses within the same Xero organisation.
Purpose: Users can easily change the email address that they’d like to use when sending email from Xero, rather than having to go through settings to change it.21 votes
Ability to automatically attach a file to all invoices when users send an email out from Xero.
Purpose: To save time from having to manually attach the files.21 votes
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