1426 results found
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Stripe Dashboard Integration
I always have my Xero dashboard open. I use it as my navigation starting point when using Xero. The Xero dashboard would be much more usable if 3rd party integrations were possible and developed. I personally would find it amazing if you would develop a widget to integrate Stripe into the Xero dashboard. This would save significant time and make Xero even more integral to my business an many other business. I utilise the Stripe payment gateway for my invoices and a Stripe widget that listed payments in transit, alerts for payments, etc would be wonderful. Please consider such an…
6 votes -
Projects - Ability to assign time entries from Outlook
Ability to assign appointments from outlook into projects as time entries. Narrative of work completed could be put in the appointment and then assigned to the project. The colour of the appointment in outlook would change colour to show its been assigned.
5 votes -
Invoices | Single click back to drafts
I would LOVE a link back to draft bills & invoices from the approved bill or invoice. When using email to bill and repeating invoices, after approval there is a link to add a new 'whatever'. But there is no single-click option to go straight to drafts to keep processing these. Instead you must click twice to purchases overview and then drafts.
When processing a large queue of draft bills and invoices, this would be a huge time-saver for me, and I'm sure many others.
12 votes -
Projects - Ability to export all of the lines/tasks in a project to an invoice
Ability to export all of the lines/tasks in a project to an invoice. Able to see detailed tasks, time and cost for each task to send on to customer
9 votes -
Invoice - Contact bank account details field on invoice
The contacts screen has the financial details Bank account i.e Bank account name, BSB code e.g. 123-456, Bank account number e.g. 1234567890.
However these are not fields on the invoice.
Xero help out and create these fields on the invoice.
4 votes -
Xero Accounting app | iPad - Ability to Print Quotes
For clients who use the iPad app for quotes, it is important that the quote be able to be printed. This would be for Xero clients whose customers visit a place of business ("the shop") to discuss an order; the Xero client should be able to print the quote for delivery to the client.
For one of my potential clients, this procedure applies to 95% of the quote opportunities.As of this writing, it is not possible to Share the quote (only email) and if converted to a draft invoice, tapping the Share option automatically converts it to Approved without…
3 votes -
Invoices/Bills - Ability to copy multiple bills into one invoice
Converse of the ability to copy multiple bills into one invoice.
9 votes -
Sales overview - Add a Sent column onto the Draft tab
1) When creating a draft invoice, and draft invoice is emailed out, it would be good to see from the 'home' page in the 'draft' folder, which invoices have been emailed. This could simply be an icon of an envelope, for example, that shows on the right hand side when the invoice has been emailed (yes even in draft form).
2) When viewing an invoice, a 'previous/back' and 'next' button to move to the next sequential invoice number (either forward or back) would be great, rather than having to back to 'draft' or 'awaiting payment' folder and then selecting next…6 votesHi Katrina, coming back across your idea here I notice there are 2 distinct ideas wrapped into the one.
We try to keep one idea per thread to make it clear for others to know what they're voting for and be able to share this information back with our product teams.
When you say next and back buttons - would this be when only viewing an invoice (not taking any action)? Reason being, is that there are Save and Approve options from the drop down that'd allow you to move onto the next invoice in the list or add a new one - More detail on this here
I'll slightly adjust the title here to reflect your first idea, but are welcome to start another if the current approve and next options are sufficient and we can get a feel for the interest around that separately.
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Invoices - Option to create folders for past year invoices
This folders would be to keep each years invoices separate for the customers that still owe from the year before
1 voteHi Sherene, appreciate wanting to easily get a view or segment invoices from previous years. Being open we don't have any plans to add folders for invoices, however you might find the search capability useful for looking up invoices within a specific time period.
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Batch Payments - Use cursor arrows to navigate and edit
Currently when editing a batch payment we can only tab across to the next cell, it would be good if we can use the arrow keys to move around and edit instead of using your mouse to get to the cell below, or the previous cell etc.
5 votesWe appreciate how this could be more intuitive. To confirm how this currently works - Within the body of a batch payment you can use Tab to navigate forward through cells, pressing Enter will enable you to edit the cell and then pressing Enter again will confirm the cells contents(highlighted).
When the cell is highlighted you'll be able to use the keyboard arrow keys to navigate up, down and across within the body of your batch payment.
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Repeating Invoice - Ability to change description in bulk
Global change of description on repeating invoices - some folk have same text but include current month before sending - currently required to edit each invoice to achieve this
5 votesHi team, we don't have any plans for developing the ability to bulk update the description of your repeating invoices right now.
To help your work flow here, you could include placeholders so the description contains the current month. Dynamic date placeholders can be added to the Description and Reference fields of repeating invoices and bills. The placeholders will then insert the specified detail into the invoices and bills when they are created.
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History and Notes: Prompt user when there are unsaved changes to notes
Prompt if Changes have not been SAVED
What I would like is, after entering data in the Notes (or Items on Invoice, Purchase Orders etc..) If there are changes to the Invoice/Notes (or any update screen) on the screen BUT if the user does not click SAVE then the changes are lost.
If the invoice/purchase order/notes etc... have had changes and SAVE is not clicked, it would be helpful to have some sort of reminder available that auto prompts you
'Changes have been made do you want to save these?'
or something similar so any work entered, but not SAVED…
3 votes -
Quotes - Delete multiple lines
it would be ideal if you could have the ability to remove / delete costs in the main information tab in a quote. Ie: If you apply a template with a bunch of costs but realise you need to change it - it would be idea to be able to select multiple costs and just remove them from the quote rather than having to go into each individual cost and deletling.
6 votes -
Sales Invoice - Ability to translate to other languages
I would like Xero to create as sales invoice worded in English and then be able to click a button and Xero then translates all details (including hard coded items) into the language selected and visa versa.
9 votes -
Invoices - Automatically mark invoices from WFM as Sent to set off Reminders
When an invoice in emailed in Workflowmax it is marked with a tick as “Sent”, however this does not carry through to Xero. Is it possible to add this feature so that invoice payment reminders in Xero automatically work without the need to manually change the invoice status to “Sent”?
7 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.
6 votes -
Quote - Send an order confirmation to customer
Order book:
Ability to confirm to a customer that their quote has been accepted & processed as an order. It is either in the process of being made, or waiting in a queue of work to be done.
As the business manager I can look at my order book on a daily basis to see which orders are outstanding and in what priority they should be completed.
Deposits can be assigned to an order, the customer can receive a confirmation that their deposit has been received. This only needs to become an Invoice once the work is ready to be…
6 votes -
Bills - Record GST and employer deductions as bills and pay as batches
Where the business uses Xero for GST and payroll, it would be great to be able to create a bill off a finalised GST return or finalised payrun. To have the bill included in the payables automatically would ensure the bill is captured.
It would also be great to be able to pay GST and employer deductions with a batch file from Xero, just as we can with other bills. This would remove the need for manual loading of the payments in the bank and ensure the matching of the payment in Xero was a full circle to the finalised…4 votes -
Email templates - Ability to send statements using different email templates
I would like to be able to send statements using different email templates depending on how old the debts are. Smart lists seem to have the functionality to filter what I want but no option to send statements based on those lists.
7 votesHey community, thanks for sharing this idea.
For those who aren't aware, within the Email Settings it is possible to create a number of different templates to reflect the wording you'd like to use, depending on the age of the debt. The Add email templates support article has detailed steps on how to do this 😊
As mentioned, Smart Lists are a great way to filter your customers and can be used as a tool to identify the customers who should receive their statement with each template.
However as you have found, it is currently not possible to send statements directly to the customers from the Smart List. We understand this is the main ask of this idea, so we'll continue to monitor the suggestion to get a clearer understanding of users that'd like to see this developed.
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Purchase Orders - Show qty on hand
PURCHASE ORDERS - SHOW THE QTY ON HAND
Cannot understand why a bill will show the qty on hand, but not the purchase order. When creating a purchase order it makes sense that one should be able to see qty on hand on each line item so that you know how much to order.
8 votes
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