4848 results found
-
Email Templates - Ability to add Emojis to email templates (rather than individual invoices)
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 voteAppreciate 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.
-
New invoicing - Enable ability to set a dynamic invoice date based on a fixed due date
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…
1 vote -
Xero Learning - Remove sequence recall questions
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.
1 vote -
Xero accounting app: Download PDF invoice from mobile devices
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.
1 vote -
Invoice - Ability to automate payment reference
It will be very efficient if there is a feature automating invoice payment reference i.e. Sales or Service Invoice numbers
1 vote -
Bank Transaction Report - Add reconciliation Status
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 -
Assigning invoice when sent to xero email
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 voteHi Lauren, just to make sure I understand your idea here correctly. Would this be when using Xero's email to bills feature, or just generally when sending a file to the files inbox?
-
Zendesk Time Tracking Integration
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.
1 voteHI Christopher, Xero offers the ability for interested parties to build an integration with Xero, however OI want to be open that we don't regularly design an build integration with other applications ourselves.
You're welcome to share this link to our Developer Community with Zendesk support in case this is something they'd be interested in looking into.
-
Inventory - Automatically change Description, Price etc when the Item Code is changed
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.
1 voteHi 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.
-
Shortcuts/ aGlow programs
Integrate with Shortcuts Software CRM/POS and aGlow membership software program.
(Beauty industry.)
1 voteHi 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.
-
Dashboard - Add a privacy button
Please provide a privacy button on dashboard that can be toggled on / off
Quickbooks does this, why can’t Xero?
1 voteHi Dominique, thanks again for your feedback here. Out of interest as it'll be useful detail to our product teams. What sort of information would you like to be made private if this feature was enabled, yet allow you to continue to work efficiently in your organisation.
Being open this isn't something we have plans for developing at this time but any added information does help when the team are reviewing ideas from these forums in their planning.
-
Allow booking of time entries on Jobs I am not assigned through in the API for XPM
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 voteHi Mislav, appreciate your request around what's possible with Xero's API. We have a separate community for ideas around the API that'd be best to post this on as there are experts in that channel that can help and respond to ideas around this specifically. Welcome to copy and paste the detail from your post here in that channel. 🙂
-
Contacts - View suppliers and customers at the same time
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 voteHi Helen, did you know you can search a contact from the 🔍icon in the blue banner? This will avoid having to go all the way to contacts and find the contact there 😊
-
Chart of accounts - Enable payments in bulk
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 voteHi 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?
-
New invoicing - Integrate with Chrome Exporting Tables extension
In original invoicing the Chrome CopyTables extension worked to copy the data from the invoice into Excel for creating pivot tables; that feature doesn't work in new invoicing. We work with multiple vendors on a single project and it's significantly easier to place those orders by copying the tables from Xero into Excel and creating a pivot table. If the base code can't be adjusted to work with extensions like that than being able to export an invoice as a CSV would be helpful.
1 voteHi Jonathan, appreciate the feedback however this is something you'd need to contact Chrome about in relation to how their extension works and if any change can be made to apply to Xero's new invoicing
-
Reports - Depreciation schedule report break down by month
from country singapore
- depreciation schedule present by monthly - can show each month depreciation
- inventory xero function - not good for SG country
- export report, GL - kindly include the attached document together when export out. so we don not need save another document in our server. every doc can view via xero software.
- phone apps - xero - not much thing can do. just for upload purpose. not good enuf. at the end we still need use laptop to do the job.
1 voteHi Wendy, thanks for sharing your feedback here. So that other users can understand your idea and vote for it, it's better to keep to one suggestion per product idea. It also helps us accurately gauge interest in specific ideas to share with the right product teams for prioritisation.
We'll leave this idea as "Depreciation schedule report - break down by month" and I've created a new idea for your 3rd point, and added your vote to it.
For points 2 and 4 we need more detail to understand specifically what is lacking in inventory and the phone apps. Would you please be able to see if any other ideas already exist for the features you'd like to see, and vote for them. If they don't already exist, create a new idea per request 😊
-
Bank Reconciliation - Pull Transaction ID from Payoneer transactions
when pulling Payoneer transactions to reconcile, pull also the transaction ID, not just the payee,date, amount etc. seems rather basic, but it's very much needed.
1 vote -
Xero Projects - Include Day in the invoice
Xero Projects: include 'Day (i.e. Sun, Mon etc)' in the invoice line item field with 'Date'
1 vote -
Invoicing - Send customer receipts to a mobile phone
Would it be possible to send a customer receipt to a mobile phone/cell phone?
1 voteNice to hear your interest in this, Sarah. While we don't have immediate plans for sending invoice receipts to customers via SMS, as you may have heard we've made steps in this space with sending of invoices via SMS now available to AU customers, and in the works for the US - See my update on this idea.
We're continuing to expand on this feature for the time being but we'll continue to track interest in your idea here and share if there's any plans made. 🙂
-
Xero Accounting app - Reference in invoice heading
I have a long list of draft invoices, however in the app, I don't know what each one is unless I click on it? Why is the reference not in the heading? This would save a LOT of time for such a small feature.
1 vote
- Don't see your idea?