4576 results found
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Quote - Get a link that can be shared externally
Ability to get quote links so users can also send it from their own/other email address.
Purpose: To simplify the current workflow. As users’ currently sending a quote to themselves from Xero, and then copy the link out of there.
82 votesHi everyone, completely appreciate wanting to hear from us on the idea here. Having checked in with our product team we totally get the interest in this idea and creating more consistency between quotes and invoices in Xero.
While we'd like to take a closer look into this down the line, we want to be upfront that there's other work that the team are drawn to atm as a priority and creating a shareable link for a quote is not planned at this stage.
It's definitely on the teams radar and we're keeping an eye on the feedback here, as soon as there's any news to share I'll be sure to update you on this, here. -
Email Templates - Add image and hyperlinks
Can customise email signatures. Add feedback links in emails
80 votes -
Expenses: Set default due date
Can we please have the ability to set a due date for an expense? Currently it is set as the day it is approved, but we pay all our expenses for the whole month, on the 15th of the following month. It would be good to be able to set this as default for any expenses raised.
Thanks,
Sarah80 votes -
AU Payroll - Provisions for Annual and Long Service Leave
We need to know how much to provide for on the balance sheet for annual leave and long service leave each month and track these for our financial statements. All the information is available via Xero payroll (leave balances and pay rates for each employee as well as leave accrued and leave taken) but in order to account for this correctly we are expected to export reports and do the calculations ourselves. And we need to maintain external files to reconcile this to each month.
If Xero is offering a payroll and leave tracking function it should ensure the accounting…80 votes -
AU Payroll | Timesheets - Ability to Import Timesheet templates from excel
Could we have the ability to update timesheets each payrun from and excel spreadsheet.
This is so that admin staff can data enter timesheet information without necessarily having access to the payroll system. This is also in the case of Company's who do not want the Xero Me function.80 votesAppreciate raising the idea here, Mona
With improvements to XeroMe our intention is to make it simpler for employees to self enter this sort of information.
Is there a particular reason why you'd prefer not to use this function? Would be good to be able to share this back with our team or perhaps there's another idea I could be connecting you in with here
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Bank Reconciliation - Match multiple payments to one invoice
Ability to match multiple transactions to one invoice, then reconcile it.
Purpose: It’ll save users’ time when they’re doing reconciliation and matching the transactions.
80 votes -
Inventory - Add default tracking options to items
Adding default tracking option for inventory items in Xero.
Purpose: To make users don't have to think about or forget to add the correct tracking.
79 votesAppreciate the interest in being able to set default tracking options against inventory items.
While this isn't possible at an item level atm, it might be useful to some here knowing that you can set default tracking for your contacts.
To be open we don't have any immediate plans for extending default tracking set up against items, however we'll keep a pulse on the interest here and if there are any plans made we'll be sure to let you know.
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Sales Invoice | Delivery address - Update for individual invoice
Delivery Address:
To have the ability to add a delivery address when raising an invoice that can be printed onto the invoice. This would need to permanently save the delivery address to that invoice. When a new invoice to the same customer is raised then have the ability to enter another delivery address if required without effecting the previous invoice delivery address.
78 votes -
Budgets - Order by GL account number
The ability to do budgets by GL account number. It's very perplexing this is not available today!
78 votes -
Expenses - Multiple levels of approval
We need to upload an Approval Matrix/Approval hierarchy with a scope depending on "Location" and "Total amount" with 2 levels of approvers for "Expense claims" (EC) & "Purchase Orders" (PO).
With that, we are looking for automation on sending the EC & PO automatically by the system to the correspondent Approver depending on the scope through email.78 votesThanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
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Contacts - Add a Job Title field
To be add the job title of a primary person and additional person in a contact details.
Xero is not a CRM but to manage the invoicing and bills relationship with contact, it could be great to know the position of the person on the other side.
It could be a great add-on as to know to whom we are addressing our email in the contact company.78 votesHi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
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Payroll - Flag negative leave balances
More explicit flagging of a leave application resulting in a negative leave balance.
78 votes -
Invoices/Bills - Don't update contact address for existing invoices
Currently, if you change the address of a contact, old invoices and bills will show the new address and not the old address.
It would it be good if the old documents can keep the old address. It is because having the old address is a piece of evidence to show where the goods have been delivered to. It is important to show that to the tax authority and auditors where the goods are delivered to determine the GST/VAT type, etc.
pls look into this. thank you.
78 votes -
AU Payroll | Superannuation - Set up auto payment with a credit card
Have automatic superannuation payments be able to be paid via credit card, through xero. Currently there seems to only be the ability to make automatic payment via direct debit but it would be good if it could be made by a credit card.
77 votes -
Bank reconciliation - Send automatic receipts
Send automatic receipts when reconciling payments received.
77 votes -
AU Payroll - Ability for timesheets to not override Pay Template
When a Pay Template has been created for an employee, only the matching Earnings Rate should be overwritten by entries in Timesheets. Any other Earnings Rates that are set up in the Pay Template should still should still be available in the Payslip - they shouldn't have to be added back in again when processing the pay run. For instance, Fares & Travel Pattern Allowance needs to be paid over and above the Ordinary Hours recorded on the Timesheet. If it is listed on the Pay Template as an Earnings Rate for an Employee it should appear regardless of whether…
77 votes -
Contacts - Automatic Credit Hold/Stop
Ability to automatically put customers/contacts in Xero on credit hold.
Purpose: This is to make staff within the Xero org can’t send the invoice to the customer if they have an overdue payment.
77 votesHey community,
As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.
Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.
We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀
If there's any change we will let you know on the thread. Thanks
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Pricing Plans - Keep Payroll accessible from the Ignite and Grow plans
I currently pay for the Standard Plan (15/month) plus Payroll (5/month) and use it for 2 payroll users.
Under the newly unveiled pricing plans my business has been completely shafted.
In order to use Payroll at all, I need to upgrade to the new Grow plan (33/month), already an increase of 13/month. But on top of that, that isn't even enough because you're restricted this plan to only 1 payroll user. So actually I have to jump all the way to the second from top plan which is the Comprehensive at 47/month.
This is a complete joke.
This shift in…
76 votesHi everyone, thanks for sharing your feedback with us here. We've been listening and taking this all into careful consideration. As you may have recently heard, we've made the decision to provide the same flexibility on payroll in AU and UK as you could before, as well as being able to process automated super payments for employees on all these business plans in Australia.
With these changes we'll be enabling payroll for 1 person on Ignite, and an additional for Grow (up to 2 people) similar to the Starter and Standard plans.
While we don't have a set date for this change yet you can read more on this through our blog post and we'll update you with more news when available through this idea. Thanks
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User Role - Reconcile without access to approve invoices
Being able to customize each user role is quite important as every person in every company does something different. Giving them access to systems they shouldn't have because the User Role they need to do their job allows them access to these other areas is a security risk in general.
Putting in Custom Roles will also allow companies to adjust the Users to their Company Policies for controls.
This is the main reason I am posting this, as we are soon bringing on a new junior accountant where I will need to give them "approval" rights for Invoicing and a…
76 votesAppreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
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Xero Analytics Plus | STCF - Options to export
Even though the above feature in XERO has great potential for add on value services to clients, example, 90 days cash flow projections, I am very surprised that no one asked, why cant we produce a report in PDF or Excel??? Isn't this an essential part of a report?
76 votes
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