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  1. Xero has the sell price and cost price of our products. When my sales team create a quote or invoice, why isn’t there a display of the profit margin on invoices and quotes to help them see their profitability?

    2 votes

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  2. We are a multi-currency business. We send out invoices in GBP (base currency), EUR and USD. We have 3 bank accounts (GBP, EUR, USD. I therefore had to create separate invoice templates for each currency, to show the correct bank details. I added the relevant invoice theme when setting up a new contact (customer). This works well when raising an invoice. However when manually sending out a statement it does not take the invoice theme from the one chosen on the invoice (= in our case normally default invoice theme on contact). It takes the ‘default template’ = the first…

    3 votes

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  3. Ability to export contact activity or notes in a readable format eg PDF or Excel (dates/detail)

    2 votes

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  4. When on a product screen and you have X amount of parts on order I would like to be able to click that too see the purchase orders relating to it.

    2 votes

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  5. Projects - when duplicating a project, expenses need to follow through as well.

    2 votes

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  6. At the moment to enter a project number when reconciling, you have to enter details every time. Can you add the project drop-down box into the bank rec screen for every transaction

    3 votes

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  7. Having recently created a custom invoice template for our business I wanted to include a merge field for payment terms (e.g. "30 days form date of invoice") next to the invoice due date field. Unfortunately customer payment terms, even though a data field in the contact record, is not available to incorporate in a customer invoice template. In my opinion this would be a useful addition to the custom invoice functionality.

    2 votes

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  8. change the setting Xero can automatically record at Accrual when I input the Expenses at new bill dont lock the AP account we can change the automatically record account

    2 votes

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  9. Absolutely hate the new quote layout and the way it adds zeroes to the item price. Would like to be able to use the old style and elect to use the new style

    1 vote

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  10. New quote page no longer allows apostrophes in the contact box, quite annoying

    2 votes

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  11. Not able to insert row or spacing into quotations and invoice to separate per item. Quotations and Invoices now looks very ugly without spacing per line items.

    2 votes

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  12. Ageing periods on Customer Statements - Can you please add ageing on the customer statements. We have had numerous clients leaving or moving away from Xero because it doesn't have this function.
    We cannot continue to loose clients because of this, specially not when the desktop packages or competitors like Sage offer this in their package.

    2 votes

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  13. To have an option to set up e-mail notifications to receive a report when an invoice payable becomes due

    Purpose: To easily be reminded when invoices/bills due through email.

    2 votes

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  14. Ability to merge inventory items.

    Purpose: Users can easily merge the inventory items when they accidentally created the new same items in Xero.

    4 votes

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  15. I would like to check which invoices are not allocated to a project and check for each project, which invoices have been allocated.

    4 votes

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  16. Ability to have a format option for sales invoices.

    Purpose: To make sales invoices appear more professional.

    3 votes

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  17. I'd like to have the ability to carry the estimate summary through to project and into the invoice.

    Also I'd like the ability to attach the PO number to an estimate, carry it through to project (Searchable in reports) and automatically Carry through to the invoice.

    This would help with automatically invoicing projects on a weekly/monthly basis.

    2 votes

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  18. New Quote / Invoice template - Bring back time stamps and what amounts were changed in History & Notes!

    Previously with the classic version of our quotes and invoices, in the History & Notes section, it showed us what specific time the quote or invoice was edited and if the description changed, or if the amount on it changed - and it showed what amount it changed to!

    This is sadly no longer a feature on the new look, and I find it harder to use.

    Having the old feature where you could have a timestamp (not just a date…

    1 vote

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  19. It would be useful to see a breakdown of the time assigned to each task within a project, rather than just a list of the time entries in date order. Seeing the overall time on the task page is useful, but being able to delve into that would be more useful.

    2 votes

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  20. To save on screen real estate, after selecting the item, don't display the description in the "Item" column. This small column wraps the description and takes up much needed screen space, when it is not necessary as the description repeats itself in the very next column "Description"

    Our quotes and invoices can have 40-100 lines of product on them, and after zooming out as much as possible ( but still be able to read the screen), only 14 lines can fit on the screen while in edit mode. This is because in the "Item" column, the item code is displayed,…

    1 vote

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