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  1. Hi there,

    Most clients cannot accept 'DRAFT' quotes, and not all clients like to be emailed through Xero (how you turn it non-DRAFT currently).

    Please can you add the same functionality as an invoice where you can accept, save and export it so we can email non-DRAFT quotes to clients and keep communication on our systems/in the format they like?

    THANK YOU

    1 vote

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  2. Payroll Overview Dashboard - Can you please make this editable so that it can be customised to what details we want to see at an easy glance? Also the Calendar populates all 'holidays/public holidays' regardless of what state/country you're in. This should be customisable so that you can opt to only have your relevant holidays shown.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. I would like to evaluate cash flow by project. To be able to see when cash was received and payments made for each project. It will be a useful tool to manage a project and decide when to invoice and to know when we are funding projects from our own cash. At present there isn't a report which I can run to see cash flow by project. Could you please consider building one. Thank you.

    1 vote

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  4. The real cost of an employee is not shown on the payslip, even though things like Workcover, public liability, Qleave could be shown as percentages based on no of staff over a year. Eg $20k workcover is / staff/weeks of year/hours work this week or $200000 / 16 staff / 52 weeks and 200 hours worked = 0.12c per hour. Same could be shown for Public liability, and any other costs attributable to each staff member.

    Also showing all forms of leave accrued in $$ values as well as hours gives a clearer picture to the staff member how much…

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     ·  0 comments  ·  Payroll  ·  Admin →
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  5. Ability to add emojis to email templates.

    Currently, you are able to add the emojis when emailing individual invoices, but it is not possible to add the emojis to the email template.

    If you try to add an emoji to an email template, Xero will delete it after saving it.

    1 vote

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    Appreciate the difference in what you're asking here, Christopher. 

    No plans to allowing inserting emoji's directly into the email template atm, but we'll track this here and let you know if there's any plans made.

  6. I have invoices that have a fixed due date, e.g 4th of the month, and would like invoices to be generated, and dated, a fixed number of days (e.g. 7) before this.

    WHen it's not near the end of the month then setting the invoice date and the due date to be 7 days after is fine. The issue arises when the invoice dates cross a month boundary as the varying number of days in the month makes this awkward. I either need to accept a movement in the due date or set the due date to be fixed and…

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  7. It would be very useful if we could upload any supporting documentation for invoices or bills as attachments in Hubdoc. At the moment, I upload the invoice in Hubdoc and then have to add any supporting documentation in Xero directly.

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  8. I recently encountered and failed a question about user invitation, which I have used many times without problem. Quite why the learning organisation has increasingly focused on sequence recall rather than book-keeping, is something of a mystery. Good software should be intuitive where there is no need to remember the exact order of clicking presented options.

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  9. Make an invoice pdf downloadable from a mobile device.

    I get invoices from a supplier via email but it's only viewable as a PDF on a desktop, this stops me from being able to send the invoice to Dext.

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  10. It will be very efficient if there is a feature automating invoice payment reference i.e. Sales or Service Invoice numbers

    1 vote

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  11. In the Basic Account Transactions Report (Common Format Bank Account Transactions) Can you please add the Reconciliation Status for each Bank Transaction. Both as a field and a filter.

    1 vote

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  12. It would be helpful to assign an account to an email sent to Xero containing a receipt (similar to how this is possible in the mobile app).

    1 vote

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  13. Ex Employees older than 5 years cannot be deleted. Data still contains payslips. Old data can be overwritten but payslips remain and employee cannot be deleted because Xero thinks it is in a payrun. This is a cyber security breach as old data of ex employees can still be accessed and cannot be deleted.

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. I would love to see an integration with Zendesk to track time spent on tickets to be invoiced in Xero. I know this can by done with WorkflowMax but I don't want yet another app to deal with, it would be great to have this directly in Xero.

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  15. It makes no sense to always automatically change the description, price etc when the inventory code is changed.

    Make this "feature/bug!" optional, very simple to implement and makes XERO more flexible.

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    Hi David, could you provide a bit more detail of where you're finding this behaviour? It might even be best to raise this with our specialists at Xero Support who can get a closer look in.

    Editing an inventory items Item Code can be done independently so you shouldn't have to update the description or price.

  16. Integrate with Shortcuts Software CRM/POS and aGlow membership software program.

    (Beauty industry.)

    1 vote

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    Hi Emma, we have a developer community that's best to share requests for integrations through. Being open, we don't generally build integrations ourselves however Xero has an open API that enables interested parties to build an integration with us if they choose. I'd recommend approaching aglow to see if this is something they interested in, and you can share our Developer Centre with them that has more information on this process.

  17. Please provide a privacy button on dashboard that can be toggled on / off

    Quickbooks does this, why can’t Xero?

    1 vote

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  18. In XPM you can create a time entry for a Job you are not assigned to. However this is not possible if we are making the time entry through the API.

    The API should offer that possibility as it is the same as in the brows.er

    1 vote

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  19. I would like to be able to see Customers and Suppliers on the top bar, without having to first go into contacts, this would make looking up customers or suppliers easier with less delay. I often select the wrong one in error and then it takes even longer.

    1 vote

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  20. Enable payments to a GL account.
    It would be awesome if there was a quicker way to enable/disable payments to an account. Or have an additional column on the COA so it's easy to see which have payments enabled. Alternatively, be able to run a report on this.

    1 vote

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    Hi Lauren, you could export the Chart of accounts to be able to view which accounts have 'Yes' in the 'Enable Payments column. It's also possible to import this option in bulk, however I'd highly recommend doing a test in the demo company to ensure this'll work as you intend when importing back into the organisation. 

    Would this achieve what you're in need of here? 

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