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Inventory: Photos for inventory items
Ability to upload pictures for inventory items into Xero.
Purpose: To easily identify each inventory that was inputted in Xero.
4 votes -
Invoice Payment: Stripe - Partial payments
Ability to have partial payments through Stripe.
Purpose: Users can easily set up partial payment in one invoice rather than having to create separate invoices.
4 votes -
Advanced Inventory: Allow Negative Stock On Hand
Ability to allow negative stock in Xero.
Purpose: Users that take orders and receive payments from their contacts before placing inventory can easily do it in Xero.
4 votes -
Sales Invoices - Ability to schedule sending of invoices
To be able to schedule a one off invoice to go at a certain date in the future that is not a repeating invoice.
2 votes -
Projects | Sales invoice - Option to choose Task Total or Timesheet entry for each task
Choosing bill Task total or Time sheet entries for each task in a project when preparing a customer invoice.
4 votes -
Invoice - Repeating Invoice - Ability to make repeating invoices not reverted to draft
Stop repeating invoices being changed to draft when the author/owner/user that added it has been deleted.
Right now when a repeating invoice template has been created by a user who has since been deleted, the repeating invoice template option will be reverted to 'save as draft'.
1 vote -
Bank Reconciliation - AP Credit Notes
We need the ability to be able to find and match against AP Credit Notes when reconciling payments in the bank reconcile tab. We have a supplier that we pay at a group level for multiple third party suppliers. Like a credit card situation. When one third party supplier has a credit note we cannot select it in the bank reconciliation, therefore making it impossible to fully reconcile the payment to the main supplier.
3 votes -
Xero App - Ability to crop receipt photo
Crop photo of a receipt in phone app
1 vote -
Purchase Order - Convert received Quote to a Purchase Order in Xero
Our supplier also uses Xero and have sent a quote is there any way of converting their quote to a PO on our system?
2 votesHi Penny, to do this at present you could save the Quote to your Xero files.
You'll still need to manually create the Purchase Order in Xero, and can attach the file to the Purchase Order.
Good to get a sense of the interest in your idea here 🙂
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Batch Payment | PDF - Print invoices in logical order
When you print a batch payment to PDF it currently prints the invoices in a random order (not by supplier name, not by date, not by amount, not by invoice number, not by Details -- completely random by the looks of it).
It would be great if the invoices on this PDF could be sorted in the following order to make the PDF easier to read:
Supplier Name
Invoice Date
Due Date
Invoice NumberIf you are trying to use this report to check all invoices from a statement have been included, its currently very difficult/waste of time.
3 votes -
Project discount field
There's currently no discount field when adding a line item within projects, unlike the quotes facility.
This feels like a missing feature and an inconsistency between the two systems within xero.Current workaround is (Xero's response):
Use the quantity field to add the discount to your estimated expense line.
For example, if you wanted to give a 20% discount, use the quantity 0.8 on your estimated expense. This will leave the cost field alone and only adjust the price.
When you move to the quote, these will be easy to spot and you can adjust them back to quantity 1…2 votes -
Job Partner as a merge field on templates
In WFM currently, the only merge field you can use on job, quote or invoice templates that relate to the people looking after a customer or job are «ClientAccountManagerName», «JobStaff» and «JobManager». It would be very very useful to also be able to include Job Partner as one of the fields available.
2 votes -
Add Credit Note from shortcut "+" menu
Why make credit notes so difficult to create?
2 votes -
Credit Notes - Create a credit note from a paid invoice or bill
It is still absolutely ridiculous that in Xero you can't create a credit note from a bill or invoice that is paid.
2 votes -
Sales Invoicing - Generic contact for cash sales
Different 'shipping' or 'site' address on individual cash sale invoices. Eg for numerous cash sale customers invoiced once off by a tradie. Could be 6-8 a day. Use a single Miscellaneous customer file and change name/address on each invoice instead of having to create a new customer for every once off invoice.
Also being able to report on site addresses on invoices to export to Google maps for pinning customer locations for marketing purposes.3 votesHi Dawn, appreciate there's not a contact set up for this specifically atm. Good to get a sense of the interest here.
Perhaps for now, you could use a generic contact that users in your org all use when invoicing these sort of contacts.
When creating the invoice they would update the contact details, and you'd view history for all these type of contacts in 1 record?
Worth noting that this will also collate invoices for statements and when viewing reports.
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Project report - Include account name and account code
Please enable assigning manual journals to projects and for project reports to also include the account name / account code.
The benefits from using tracking categories far outweigh that of Xero project if features like manual journal and account transactions report is not able to reflect or is not consistent with the use of Xero projects.
Please also consider producing a warning if project name is being duplicated. Another thing that should be critically considered is to include projects under the Find & Recode feature.
3 votes -
Quote Folders Expanding in Information Tab
Quote Folders Expanding
Option to expand the folders and keep them open. (Even when clicking in and out of costs etc)3 votes -
Bills - Flagging or colour coding Bills in Drafts
Create a way of flagging or colour coding draft bills to pay. When you have some that are on hold for one reason or another and some that aren't due until a lot later in the year, rather than looking at them in drafts repeatedly if they were flagged or colour coded we could easily see to ignore them. Much like when bills are overdue in the 'Awaiting Payment' tab and coloured red. Would just be a nice option to be able to change manually in Drafts.
2 votes -
Xero App - Notification when quote accepted
when a customer accepts a quotation it would be nice to get a notification in the app so that i know earlier that the quote has been accepted rather than finding the email in my junk mail sometimes up to a week later.....
2 votes -
Invoice - Ability to change columns in screen view
Customise columns and allow in-line editing. Many online applications allow you to customise views, add or remove and in-line edit. With invoicing for example it would be great to be able to add a Note in a column from the view and be able to see that note in the view without having to open the individual invoice. Typically you have more than one person working on invoices, having to open an invoice to see the note and then click on Notes to see the Notes is an incredibly bad experience. I've uploaded an image of Zoho Projects that has…
2 votes
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