1645 results found
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API - Connector for Microsoft Power Automate
It would be great if there was a connector for the Microsoft Power Automate platform so that Xero could be more easily integrated with other services.
15 votes -
Profit and Loss - Option to show opening and closing stock
Ability to show opening stock & closing stock closing amounts in the P&L on a monthly, quarterly etc basis.
A function to allow to pick a Balance Sheet code or P&L code for stock and specify what balance to report in the P&L or trading account. ie. when running May 2023 monthly reports, the ability to specify that the opening stock is the stock on hand balance at 30 April 2023 and the closing stock is the stock on hand balance at 31 May 2023.
30 votes -
Xero to Xero - Import Name/ABN and contact with invoice
XERO To XERO - IMPORT NAME/ABN AND CONTACT ACROSS WITH INVOICE
It would be helpful when a supplier who is also on Xero - sends us an invoice that their business contact details are also imported with the invoice. It would make it easier than going back and entering the Contact name , address and ABN numbers.2 votes -
Purchase orders - Expand Overview columns to fit the width of the page
Please change the table view on the Business --> Purchase Orders (Purchase Order Overview) to be the same as the Invoice Overview, which expands to fill the width of the page, as the current Purchases Overview is truncated and you cannot see pertinent purchase order details; like the PO name as an example.
7 votesGreat to have this feedback on the improvements that'll help you get the most out of using Xero especially purchase orders. As you might've seen in our news we're refreshing purchase orders in Xero and as part of this will be giving the overview screens an uplift too! 😊
Product teams have paid close attention to the ideas represented through our community and I'm pleased to share this will be something we're bringing in with the new experience. I'll keep you updated when this work rolls out to our customers.
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Quotes - Add sales tax lookup tool
The sales tax lookup tool is really nice to have on invoices. That function should be added to quotes. When I'm trying to quote a customer, that isn't an option (sales tax lookup). I have to select a pre-saved tax rate. Seems like it would be easy to add that.
13 votesHi everyone, we're really grateful for your insight into how you use and apply sales tax when trading with customers. Our team have found this very valuable as we continue to develop auto sales tax across other areas of Xero.
With that in mind, our team have been working on auto sales tax within quotes and would love to get your feedback on it. If you'd be interested in signing up to our beta please share your interest through this form✍️ and we'll be in touch over the next couple of weeks. I'll return once our team have evaluated the outcomes and we have more progress to share.
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Hubdoc multi-organisation search option
It would be useful if we could search for invoices/suppliers/amounts/Invoice references in all organisations listed within our Hubdoc portal. Meaning one search bar that searches all organisations, no just the one that is open at the time.
2 votes -
Contact | Activity - view reference of transactions
Implement a feature to make it easier to ensure purchase bills are paid only after the corresponding sales invoice has been settled by the client. Ideally, this could be achieved by adding a visibility feature, such as a dedicated column (along with the already existing Type, Reference, Issue date, Due date, Paid date, Paid, Due, Total, and Status) in the ‘Activity - Bills’ tab of a contact. This would eliminate the need to manually search for each sales invoice or purchase bill reference. This column could be optional, as the others are.
1 voteInteresting idea here, thanks for sharing. Will be good to get a sense of the interest and other businesses that process sales and payments in this manner. Being open it's not something we have plans for atm, but we'll start to track the idea here and let you know if there is any plans made.
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Invoicing - Option to highlight selected invoice lines
It would be great to see an option of being able to highlight in red or yellow a particular line on your sales invoice for the client to specifically take note of, because at the moment when I add a note for clients to see I write it in capitals but it still gets ignored. Whereas if it was highlighted they may take more notice of it.
4 votes -
Customer Statement - Filters in statements page and option to exclude customers
The ability to mark customers to exclude from sending statements, or add more filters ( including customer groups) in statements page, which will help to find correct group of clients to send statements. This will simplify collections process.
12 votes -
Batch Deposit - Create multi contact deposit without invoices
In QB you can "create a deposit" and in each line item, you can assign a customer, assign a GL account, class & amount. (there is also a line to assign to an invoice/customer ledger if you use those). You can then print a deposit slip from this as well!
PLEASE make this function available.
It is a hassle to enter every check or payment into "Receive Money", then have to go back and try to match up all the correct payments to the bank deposit in the bank reconciliation.
But if we don't do it like that, we cannot…5 votes -
Invoicing - Duplicate draft invoice warning
Draft sales invoice. I would be helpful that when entering a sales invoice for a customer if Xero could advise/warn you that there is already a "Draft" invoice in the system.
I add to draft invoices each week, and sometimes a draft that is already in existence gets missed.14 votes -
VAT rounding issue - avoid manual edits on Xero
We have to regularly edit invoices from specifics suppliers to correct pennies in the VAT boxes to ensure these match. Using up valuable and unnecessary time.
We use another software with another company that gets this spot on every time, but considering we pay for Xero we felt it would be helpful to get the VAT extraction down to 100% accuracy.
4 votes -
Xero Expenses - Search Projects by code
Currently when we are submitting expense claims we have to scroll through all our past projects to find the project we need to assign an expense to. We would like a simple search bar placed at the top of this list so we can start typing and the relevant projects will come up as an option.
4 votes -
New invoicing - Ability to archive
Archive invoices that are not paid on time, to avoid depleting stock levels and to still keep a record of what was sent.
1 voteThanks for confirming, Karla. We'll start to feel out the interest of this here. It's not in our direct plans atm, but if there's any plans made we'll be sure to let you know, here.
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Customer Statement - Show links to credit notes
Please can the hyperlinks to Credit Notes appear on the statements of customer accounts? We have so many queries to send credit notes after statements are sent out because there is no hyperlink to it on the statement, time consuming and unnecessary.
5 votes -
Cheques - Print cheques for Canadian companies
Set Cheques up properly for Canadian Companies.
Canadian companies should be able to print cheques properly at the bottom, and we should be able to use blank cheque stock.
5 votes -
Sales Overview - Search within descriptions on invoice lines
Be able to search for a particular term within invoices. For instance as service that is not often invoiced. Could then allow you to copy that particular invoice to a new invoice.
5 votes -
Shopify - Multicurrency support
Xero and Shopify integration - Currency should not be an issue to connect both apps, foreign currency should be taking into consideration. A company can be having sales in different currency to different country. Xero and shopify please look into this issue to ensure the integration doesnt limit by the based currency for both apps.
6 votesWe're grateful for your engagement and letting us know the changes that matter to you.
While we don't have any plans for extending our Shopify integration for this atm, we're watching the votes and support for this through the idea here and will share if there are any plans made.
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Dashboard - Awaiting Approval in Bills Section
Add a line item/total for 'Awaiting approval' to the 'Bills you need to pay' section of the Dashboard.
23 votesThanks for all your input and sharing the needs in seeing awaiting approval invoices and bills from the Dashboard.
We'll soon be rolling out our new Homepage experience. The team have put a lot of work into designing the new widgets with our customers front of mind.
Within the new Tasks widget you'll be able to get a quick snap of invoices (and bills) awaiting approval, and from the 'Invoices owed to you', and 'Bills to pay' widgets you can get a quick understanding of the # of invoices or bills awaiting approval and amounts associated to them.
Try it out in the demo company now and I'll be back to share when it's fully released 😊
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Bills - Pay Bill electronically from within Xero
Ability to automatically pay supplier bills from within Xero, withouth having to login to online banking.
Purpose: To make it easier to pay bills, rather than having to jump between two different platforms.
514 votesHi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors…
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