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Bank Reconciliation - Show more statement lines per page
Ability to show more statement lines during reconciliation in one page.
Purpose: To save users time from scrolling and changing the page.
67 votes -
Sales Invoices - Set defaults for attach PDF and send a copy in new invoicing
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 invoicing
67 votesIt'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.
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Fixed Assets - Attach a file
Option to attach files to individual fixed assets
Purpose: Ease of reference, being able to attach files and documentation that related to an asset
62 votes -
Payroll: Employees - Upload/attach files in notes section
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 well
49 votes -
Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero
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 -
Projects - Assign a Purchase Order to a Project
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 -
Bank Rules - Ability to import and export
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 -
Customer Statement - Send an overdue invoice statement
The option to manually or automatically create an overdue statement for late paying customers
30 votes -
Bank Reconciliation - Sort and Filter
Add Sort and Filter to the Main reconciliation screen.
29 votes -
Banking - Pay Bill electronically from within Xero
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 -
Invoice Reminders - Auto email Statements to customers
Ability to send an automatic statement to customer
Purpose: To prevent late payment from customer
29 votes -
Purchase Orders - Report on outstanding
Ability to get reports on outstanding purchase orders.
Purpose: User can get the detailed information on outstanding purchase orders.
27 votes -
Quote - Ability to have quote reminder
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 votesAppreciate 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.
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Contact - Notes section that's visible within all screens of contact's record
Ability to have a notes section in the Contact’s record.
Purpose: Users can easily add extra notes about their contacts.
23 votes -
Contacts - Bulk Merge
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 votesHi 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. 🙂
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Organisation settings - Dark mode
Ability to change darker backgrounds in Xero.
Purpose: White text against a Dark Background, is easier to see for the eyes.
22 votes -
Files - Bulk export/print attached files
Ability to export and print files from Xero in bulk.
Purpose: To have backup files and audit purposes.
22 votes -
Reporting - Show date and time stamp report was run
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 -
Email Settings - Ability to have separate reply-to email address
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 -
Files - Automatically include specific file attachments when emailing Invoices
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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