1331 results found
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Stripe - Add multiple stripe connections
We have multiple stripe accounts that we need to connect. It would be great to be able to add more than one strip payment processor that connects to two separate stripe IDs.
44 votes -
Bank Reconciliation - Available balance including Overdraft
In the bank account settings, add an optional data field to enter in the Overdraft limit on a bank account. Then on the dashboard screen, show the net available balance of current bank balance + the undrawn Overdraft limit.
Purpose - to save the user from having to manually calculate how much is available to make supplier/payroll payments or login to internet banking prior to check.
Should also be a simple feature to add.
7 votes -
Make projects better
Projects - Make the entire Projects experience better. Today is May 17th 2024, there are currently 300+ ideas, suggestions, and requests here related to Projects, few of which have even been responded to by Xero. It seems clear that Projects is the red-headed step-child of the Xero platform, always the last to the table when the development team starts talking about updates.
For those of us who run project-based businesses, the features requested on these pages are CRITICAL to our ability to understand how our business is doing. I'm calling on Xero to put more energy into building out Projects…
37 votes -
Bills - Assign a Name to Planned Dates
Being able to name planned dates would make it easier to manage payments when multiple users are setting up different types of payments on different dates.
5 votes -
Account Transaction Report: Filter by Customer Account Number
Please can you consider offering a accounts transaction report that allows you to see transaction by unique customer account number - otherwise what is the point of having a unique customer account number?
4 votes -
Bills - Wrap tracking category in field
Can the tracking category be "text wrapped" so that the full description can be seen? I often have to click edit to see the full description of the tracking category which takes takes time.
- see image attached... The account description has 3 lines, please could the tracking category also have space to see full description.
Thanks4 votes -
Invoicing / Bills | List views - Freeze top row and first column
Ability to see Header rows and side columns on all screens when scrolling
As per Microsoft Office where the top and side ribbons remains static.
e.g. When you're in the Dashboard and scroll down it would be good if the top ribbon is static. It makes it easier to select another item (business; accounting; contact etc) without having to scroll up.The same with Bill Payments; Invoicing; reports etc where the top ribbon and column headers - see attached - would remain static as you scroll down the list.
The same as when you might have a lot of columns…
56 votes -
Billable Expenses - Assigning items to customers, make clicking "OK" act like the "Assign" button
I regularly forget to click "assign" before "OK" when assigning a customer to a billable expense. In the attached screenshot, I've identified an expense, found the customer, and the line item is ticked. It's infuriating to have to remember to click "Assign" before "OK", when the rest of the interface is telling me that everything is all set and saved. While I try to remember to press the wretched "Assign" button first, could you please change the default so that clicking "OK" has the effect of clicking "Assign" automatically? There shouldn't be a separate "Assign" button.
4 votes -
Invoice - Recurring invoice reference for a contact
When a new invoice is created, have the reference number auto fill from saved data. Just like you can save what sales account and tax to use for a contact. I have customers that give me a blanket PO for the year and I use it on every invoice I create for them.
5 votesAppreciate the feedback here team. We'll track the interest for this here, however not something we have direct plans of right now.
Perhaps, right now the Contact Account Number could be used for this?
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New invoicing - View in files library when uploading and option to return to library
In New Invoicing, I need the ability to view the files in the file library prior to attaching them to an invoice, as I can do in Classic Invoicing. This is because when received into the file library, the files aren't always in the same order as they were scanned. I tried attaching a file using New Invoicing and it wasn't the right file and, because I couldn't return the file to the file library, I had to rescan the document back into the file library. Without the ability to view files prior to attaching them to the invoice, users…
29 votes -
New Invoicing - Add Total at Top
Add a total invoice amount at the top of the screen like the old invoicing format. It's a pain to open an invoice and have to scroll all the way to the bottom to find the total amount of the invoice, especially if it's a long invoice. The old invoice format shows the invoice total at the top of screen
8 votesWhile we don't have any direct plans for adding a total back at the top of the invoice, it'd be good to get a sense of the interest if this is important to others in community here, too.
Though I appreciate it's not a solve for the idea. To help speed up getting to the bottom of the page on those lengthier invoices, Julie you may find using the 'end' button on your keyboard helpful 🙂
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Billable Expenses - Tickbox to remove outstanding expense from multiple bills at a time
If an item has been billed manually or your stuck with some items in billable expenses you have to open every bill and remove the client from the items that are have not been billed.
Could you add a tick box selection in the Billable Expenses - Outstanding so that you can then select a remove billable expenses from multiple bills in one go.8 votes -
New invoicing - Ability to view as tax exclusive (when entered inclusive)
In the "New version of Invoicing" disappeared an amazing function - when you open an invoice after it has been approved, it always displays as tax exclusive, even if you entered it as tax inclusive. In the new version if you approved an invoice tax inclusive it ONLY shows it as tax inclusive. Can you please add the feature of seeing both versions of the same invoice.
And another feature that disappeared in the new version is to see account number, not just the name of the account. Can you add it back too? And move it back to the…36 votesThanks for raising the idea here, Maria. Will be good to get a sense of the interest in being able to view invoices as exclusive when entered as inclusive. We don't have any immediate plans for changing this but I'll be sure to let you know if there's any change.
We have a separate idea tracking the ability to view the account number that I'd recommend joining for any information or updates around this.
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Repeating invoice - Set Frequency for price/amount increase
Repeating Invoices - automatic price increase
We have several client contracts which include 5% price increases per annum. It would be great if you could create a repeating invoice and specify a percentage to increase the amount by on its next repeat
19 votes -
Dashboard - List prepayments separately from "Awaiting payment" list
List prepayments separately from "Awaiting payment" report in Dashboard.
At the moment, prepayments are lumped together with "Awaiting payment" reports in Dashboard. This gives a wrong view of the actual number of invoices that are awaiting payment. Please list prepayments separately on a different line.11 votes -
Inventory - Add multiple suppliers for same product
When adding products from suppliers, it would be great to be able to add multiple suppliers details on one product (to save having the same item listed multiple times with each individual suppliers codes/costs etc). For example Supplier 1: Coca Cola Cans, Code: 1234 Cost: £12.99, Supplier 2: Coca Cola Cans, Code: A1244, Cost: £19.50. Rather have Coca Cola saved twice had sections within that product for multiple suppliers.
3 votes -
Short term cash flow - Expected payment date based on history
It would help if the expected settlement dates for invoices (and bills) were based on past history rather than due dates
5 votes -
New invoicing - Option to "approve and print packing slip"
New invoicing - please add "approve and print packing slip" as a drop-down option
5 votes -
New invoicing - Don't open new tab when clicking the contact
Dont automatically open a new tab when clicking the contact link in the new invoice or give option to turn this off.
There is Alt+click shortcut on all browsers to do this already.
Making this auto open as default leads to too many unnecessary tabs and attributing to a more messy workflow8 votesThanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.
With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.
We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.
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Invoice Email - Ability to edit "Review and pay" banner
The "Review and pay" banner misleads recipients into thinking they can make electronic payments, but we're not using e-invoicing and have it turned off. Another major issue is that it causes significant delays in loading or, in some cases, renders the invoice completely inaccessible. The banner in the new invoicing should be named "Review" rather than "Review and pay" or be editable to suit different needs.
15 votes
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