1482 results found
-
Invoices: Repeating Invoices - Bulk Import/Export
Ability to import/export invoices in bulk.
Purpose: It’ll save users time rather than having to create each one individually.
250 votes -
Dashboard - Widget Calendars starting on Monday
Add the option to show widget calendars that start on Monday instead of Sunday.
Purpose: To make the start of the week, is the first day when they’re going to work.
40 votes -
Sales Invoices - Pop-up reminder of notes
Ability to have a pop up reminder feature from the notes when creating a new invoice.
Purpose: This will make users’ easily identify if there’s any special note from their contacts in Xero, when they’re creating invoices for them.
62 votes -
Manual Journals - Assign Contact name to journal
The ability to assign contact in manual journals.
Purpose: To enable to track journal entries with contact name
208 votes -
Sales Invoices- Flag as 'in dispute / query'
Ability to flag an invoice or bill when it’s in dispute or query.
Purpose: To ensure users do not pay an invoice/bill when it is currently 'under query/dispute' in error.
479 votes -
Inventory - Add default tracking options to items
Adding default tracking option for inventory items in Xero.
Purpose: To make users don't have to think about or forget to add the correct tracking.
77 votesAppreciate the interest in being able to set default tracking options against inventory items.
While this isn't possible at an item level atm, it might be useful to some here knowing that you can set default tracking for your contacts.
To be open we don't have any immediate plans for extending default tracking set up against items, however we'll keep a pulse on the interest here and if there are any plans made we'll be sure to let you know.
-
Tracking - Ability to bulk add and delete tracking on invoices
Ability to bulk add and delete tracking options on invoices
Purpose: Ease of updating old invoices and purchases.
59 votesHi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
-
Xero Network - Include PDF of Invoice when sent with Xero Network Key
Automatically include PDF of invoice when sending it via Xero Network Key.
Purpose: Some clients need to see the attachment of the invoice. It’s also good for audit purposes.
85 votesThanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
-
Invoice: Invoice Templates - Custom Fonts for Standard Invoice Themes
Ability to add custom fonts for standard invoice themes.
Purpose: To have a better branding for users’ business.
42 votes -
Invoices - Multiple due dates for payments/deposits along with the ability to offer trade terms
Ability to set up multiple due dates for payments/deposits.
Purpose: payments and deposits can be spread throughout different dates.
176 votes -
Overpayments - Email/Print
Ability to email and print overpayment receipts from Xero.
Purpose: Some accountants need to print and email overpayment receipts from Xero, and having this feature will make their work easier.
83 votes -
Bills - Automatic Bills sequential numbering
Ability to automatically create a sequential numbering.
Purpose: To make filing invoices quicker.
33 votes -
Purchase Orders - Additional supplier reference field
Having another field for supplier reference.
Purpose: User can check duplicate purchase orders easier by having another supplier reference field.
46 votes -
Invoice - Prompt Payment / Settlement Discount
To apply a prompt payment discount/settlement discount to an Accounts Receivable invoice from the match items screen in the Bank Reconciliation.
Purpose: So users can offer early discounts to vendors/suppliers without needing to do manual credit notes or editing the invoices.
370 votes -
Reconciliation - Inter-entity loan reconciliation
Ability to identify transactions that are transferred between related entity loan accounts that have separate Xero accounts.
Purpose: a huge time saver for partners who are dealing with multiple Xero orgs.
22 votes -
Invoices - Xero to Create/Assign invoice number when importing
To make have Xero fill the invoice number automatically when customer importing invoices.
Purpose: To save users’ time rather than having to supply their own invoice numbers.
52 votes -
Invoices - Reuse invoice number if voided
Ability to reuse invoice number if voided, so the next invoice will use the number from the voided invoice.
Purpose: Ease of reference and to make the list of invoices cleaner to manage
137 votes -
Batch Payments - Bills stays selected/ticked on multiple pages
Ability to make the invoices that have been ticked in the previous page stays ticked.
Purpose: Because it’ll save users’ time when they’re doing batch payments, especially when they have to tick all the invoices across multiple pages.
125 votesThanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
-
Invoices/Bills - Default bank account for Bill payments and Invoice receipts
Ability to set up a default bank account for bills payments and invoice receipts.
Purpose: To save time from having to select a bank account.
42 votes -
Sales Invoices - Issue progress payments on invoices for project/instalment
Ability to issue progress payments on quotes /invoices to percentage claim certain items or expenses.
Purpose: Users can see the progress of the payments from their customer just from one invoice instead of sending separate invoices.
200 votes
- Don't see your idea?