4745 results found
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Invoice Reminders - Ability to send manually
We need to be able to send reminder letters through Xero but as and when, and to all customers, not just those that have fallen overdue since turning on the function. We have just migrated and have to go through each account and send an email outside of Xero to chase these so therefore no audit trail. This seems a key feature which is missing and easy to implement.
5 votesAppreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
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Organisation settings - Ability to select landing page after login
Ability to select your own landing page after login.
Am I the only person who finds it annoying to have to navigate from the dashboard, to business, invoices, then to the awaiting payments tab every time I log in?
I would love to able to choose which page I see when logging in.
5 votes -
UK Payroll - Holiday Pay Adjustment
Lot of employee are working overtime. Holiday should be paid adding the Holiday Pay Adjustment. This means that overtime, certain allowances and commission plans will be included in the first 20 days of leave taken in any holiday year. To put this simply, you should be no worse off financially by taking your holiday. So if you earn commissions, claim certain allowances or work overtime these will now be considered as part of your holiday pay adjustment payment. Every employer must calculate this manually, and errors may occur during the process. It would be fantastic if a formula could be…
5 votes -
Quote - Send an order confirmation to customer
Order book:
Ability to confirm to a customer that their quote has been accepted & processed as an order. It is either in the process of being made, or waiting in a queue of work to be done.
As the business manager I can look at my order book on a daily basis to see which orders are outstanding and in what priority they should be completed.
Deposits can be assigned to an order, the customer can receive a confirmation that their deposit has been received. This only needs to become an Invoice once the work is ready to be…
5 votes -
Bank Reconciliation | Stripe - Add an option to set 'only match' with the reference
We integrate with Stripe for payments and we reconcile our Stripe payments every day to invoices that we generate automatically via a script. On average, we reconcile 50 to 100 invoices each day to Stripe payments. The issue we have with Xero is that the Xero algorithm looks at the amount, the name (customer), OR reference (invoice, order, etc) to match payments with invoices. Like many businesses, our sales price is the same across many accounts and we sell many of the same products over and over to the same customers so this renders the Xero algorithm useless for an…
5 votes -
Workpapers - Zoom feature
Xero Workpapers needs to be able zoom in on the attached documents instead of downloading to be able to view clearly
5 votes -
Bills - Ability to only copy PDF document once
In Xero when adding a new Bill, and the PDF is shown on left side, I often copy information to save typing it all, however I have to do a 'copy' twice to make it work? if I copy it once only, and paste, it will paste in information from previous 'copy'.
It would also be a fabulous time saving feature (and accuracy feature) to have in Hubdoc.5 votes -
Repeating Invoice: Sales Overview - add a Last Updated Date to the Overview Screen
Repeating Invoice: Sales Overview Screen - add a Last Updated Date to the Overview Screen
Purpose: We use repeating invoices for the Auto Pay feature but most invoices need some form of adjustment before being sent each month. With a list of repeating invoices that goes on for pages it would be great to see the last date/time each invoice had been updated so that if you are interrupted during the monthly updating you can tell where you are up to when you come back to the Sales Overview screen, rather than needing to keep track of this somewhere else.
5 votes -
AU Payroll - Prompt to enter Leave loading rates
When ticking the "eligible to receive leave loading" box under taxes, have a pop-up to enter the leave loading rate. A lot of clients tick the box, but are not aware they need to manually enter the rate under leave in the payroll settings as well for it to occur.
5 votes -
Repeating Invoice | Stripe Auto Pay - Allow option to skip sending the initial invoice
At the moment the only option to allow us to offer Auto Pay via Stripe is to set recurring invoices to "approve for sending". Clients receive an email from Xero when their invoice is ready and an email with the payment confirmation linking to the paid invoice and their receipt. Clients on a subscription do not need to get the initial invoice and this confuses many of them. I would like the option to disable sending the invoice when Auto Pay is active, where the only email they receive is the payment confirmation.
5 votes -
Hubdoc - Full integration with Xero files
I can email my receipts to Xero, when will Xero be integrating the same sort, file, and account application features that Hubdoc has so that I don't have to use Hubdoc at all?
5 votesHi Amanda and Sandy, I want to let you know that you can upload your document or invoice directly into Xero Files without using Hubdoc, and you can assign it from there - See more on our article.
If you’re looking into publishing the document from Hubdoc to Xero files, you can do it too. And you can read more here.
In saying that, let us know if you’re actually after something else.
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Bank Reconciliation - Import bank transfer
Import and reconciled bank transfer
5 votesHi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?
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Customer Statements - Ability to choose invoices
Send Statements, Outstanding, Select Date.
We want to send statements to our clients for invoices that are 30 days overdue - so if I put in the 28th February 2022, Xero brings up a list of all overdue invoices as at that date however some of those invoices have been paid so if I send out the 'Activity Statement' its not a true record of the invoices outstanding.
I would like Xero to change this so that you can either click on each invoice you want to send out ie the ones that haven't been paid or Xero only shows…
5 votes -
Navigation - View all option and dates instead of page numbers
As the title suggests. A "view all" option throughout the product would be great. Or even view a year. Far batter than having to click load more over and over again. Especially when if you click off of the page you then have to laboriously keep clicking load more again and again.
Also to have dates next to (Or instead of) page numbers in the various scrolling pages; cash coding, reconcile, etc.
Having to select a page and another and another to try and guess where the date of the transaction is is ver laborious. Having the date range alongside…5 votes -
Projects - Create Draft invoice in a new browser window
Automatically opens a new window when preparing Draft invoice from Projects Screen. This means the project screen stays open to do your next invoice rather than having to navigate back after you have approved your invoice.
5 votesHi team, just having a little play in Projects - while it won't work for Deposit or Project Amount creation, if you're creating an invoice from a Project for Tasks & Expenses you'll be able to hold down 'ctrl' while clicking on this option and should find this opens the Tasks and expenses screen in a separate browser tab.
Totally get this doesn't resolve the idea here, but wanted to share for those it helps 🙂
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Sales Invoice - Show supplier
Having the option to show client or supplier on invoices.
Purpose: Eliminates the need to go to contacts tab each time to look up the phone number to contact the person while going over the invoices. Also for the delivery person to be able to reach the receiver at point of destination or to make an arrangement for receiving as well.
5 votes -
Quote Template - Condense to single page
Almost every quote/invoice I make ends up having the last little bit of the quote/invoice on the second page, with a huge amount of wasted space on the first page, which looks unprofessional. Having the option within standard invoices to remove the spacing would be amazing. I know you can get around this by using the 'Advanced invoice' option, but that requires a lot more manual work, so it's inconvenient.
This has been an issue for years. For example, when you add a 'title' or 'summary' to the quote, it instantly adds about 2 inches of empty space on the…
5 votes -
Files - Move 'New Folder' button to top of page
It would help if the NEW FOLDER button in the Files area was available at the top of the page. We have built up a number of folders over the years and having to scroll to the bottom of the page to add a new (current month) folder is a little niggly. If there was a button at the top (as well as the bottom?) that would be a small but helpful improvement! Thanks, love the software otherwise :-)
5 votesHi community, appreciate your interest and feedback on the idea here. I wanted to provide an update for you all here - while this isn't something we have plans to develop in the near term, in lieu of shifting the placement of this button you may find keyboard shortcuts useful to help you navigate.
On your computer you can press 'end' on your keyboard to help draw you straight to the bottom of a page and avoid having to scroll (if you're using a Mac you'll want to press Command + the right arrow) 😊
Do get this isn't directly what you're asking here and we'll leave the idea open, however hopefully this helps speed things up for now.
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Reporting - Run P&L / Income Statement in Amount order
I would like to have the option to run an income statement with categories sorted by Descending/Ascending order and not just alphabetical.
4 votes -
Email templates - Ability to use rich text: Bold, Underline and Italics
Very basic - please make a change email templates that we can bold, underline, italic important lines within the body of our email.
4 votes
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