1619 results found
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Expenses - Ability to filter by spent date
To have a filter or sort option on expenses to filter by spent date.
Purpose: To easily check whether expenses have been entered by the users or not.
18 votes -
Invoice/Bill - Ability to automatically recognise user's division/branch when they enter bill or invoice
When a business has multiple branches or divisions, it would be great for the system to recognise who (from which division or branch) is entering the Bill or Invoice or Journal, and would automatically assign the correct cost centre to the transaction based on that (with the ability to override allowed or not in the user setup). It would also be good to be able to only allow reconciliation/viewing of that branch or division bank account instead of all bank accounts.
3 votes -
Payment Services - Integrate with Procuret
Procuret is an essential B2B platform for customers to pay invoices in instalments. Integration with Procuret in Xero is possible but clunky and not end-user (our customers) friendly. Please add Procuret as a Payment Service in Xero, like other vendors, GoCardless, Paystation etc. This should not be an instead of option, but an as well option.
1 vote -
Bills: Apportion percentages of a bill to different customers
Apportion percentages of a total bill to different customers.
1 vote -
Dashboard - Widgets for integrated apps
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 FuseSign into the Xero dashboard. This would save significant time and make Xero even more integral to my business. As an accounting practice I utilise this service and a widget that listed outstanding signing packages, alerts for due dates and completed packages would be wonderful. Please consider such an integration!
1 voteThanks for the idea, Luke. I've passed it on to our team that look after the Dashboard.
Would be good to se others support and understanding of the specific apps and elements that would be most useful from this view.
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Bills to Pay - Export Overpayments as a negative to match Aged Payables report
Bills to Pay export report that contains Overpayments does not currently agree to Aged Payables report. The Overpayments are displayed as a positive value instead of a negative value. This means that the Bills to Pay export report is overstated. Please correct this.
2 votesTrying to better understand your idea here, Niamh - When you say Bills to pay export, would this be when exporting a list of Bills from the Bills to pay screen?
Overpayments for bills would be treated as credit available to be applied to a bill - Unlike Prepayments which would be treated as a debit that would be applied at a future date to a bill that has yet to be created.
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Quote Folders Expanding in Information Tab
Quote Folders Expanding
Option to expand the folders and keep them open. (Even when clicking in and out of costs etc)3 votesWhen you say 'Quotes folders' - could you provide a little more detail on where and what you mean by this in Xero, Kim?
Would this be when viewing folders in the Files library that may have been set u for your Quotes? or something a bit different? Thanks
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Invoices - Ability to process invoices in bulk for one transaction
Process invoices in bulk for one transaction and one set of charges on a certain day of the month. At the moment it is only possible to take a single invoice on DD i.e. each one individually. This incurs costs from providers such as GoCardless. Setting all invoices with the same due date will not work as they will all be taken as individual transactions. It would be great to be able to wrap they up to take them all in one on a certain day of the month.
1 vote -
Purchase Order - Hover mouse over order list to view contents, without opening the order
One of my clients has suggested that it would be useful to be able to see the contents of the purchase orders on Xero without having to open them to find items ordered. In the same way that a salary is hidden but pops up when a mouse is hovered over on the payroll employee tab, the information on a PO could pop up.
Opening them all is very time consuming.
2 votes -
Online Quote - Consistent view with PDF when using advanced branding template
Online Quote - Expect the quote be view directly even is a custom branding theme.
Purpose: The reason we said "online quote", means no matter what the customer can view online. But now it's limited due to the organisation create their own theme which is not fair.
2 votes -
Sales | Invoices - Contact selection rather than search
Invoices page, Please add a "Customer Dropdown Box" so we can just scroll and select a client from the list when looking for a clients older invoices.
The current search box is outdated.3 votes -
Invoice - Ability to change text and sort the invoice by the headers
Improve Text Formatting - Invoicing
Ability to change all text to caps, lowercase or sentence case (like Microsoft word feature) to enable more consistent, professional invoicing in less time. For example when adding multiple billable expense lines.
Ability to sort invoice lines by the headers, i.e. description (alphabetically), by price or amount high-low etc.
2 votes -
Prepayments - Create prepayment automatically for Income in Advance invoice
Prepayment automatically be created for the combined total of the "Income in Advance" lines.
Purpose: To save users time from having to prepayment invoices manually by adding a payment to the invoice from Income in Advance
10 votes -
Invoice - Make bills from "Save to Xero" observe the original GST status
Every time I use your "Save to Xero" function on a Xero invoice to generate a bill, it goes into Xero as GST inclusive (regardless of the invoice's settings) and I have to manually reverse the GST out to make it exclusive as it was - make it so I can add a bill via that feature and have it observe the original GST handling as exclusive.
1 vote -
Dashboard: Account watchlist - Ability to add bank account to the account watchlist
To make a bank account in Xero to be added to the account watchlist.
Purpose: Users can easily monitor the bank account that’s added to the account watchlist.
4 votes -
Quotes - Permanently Delete Quotes
Ability to delete quotes permanently in Xero.
Purpose: To make the ‘All tab’ didn’t get mixed up with the unused quotes that were supposed to be deleted.
98 votesAppreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
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Paypal - Ability to exclude hold & general Authorisation transactions
Ability to ignore ‘holds/temp’ transactions from PayPal.
Purpose: To make reconciliation easier.
7 votes -
Projects - Ability to bulk assign bills to Project
Ability to assign bills in bulk to Project.
Purpose: To save time rather than assign the bill one by one.
122 votes -
Project: Task list - Ability to change the order in the list.
Ability to change the order of the tasks from the list.
Purpose: To make users’ workflow more efficient rather than having to scroll down to find the task each time.
68 votes -
Projects - Notes or Description field in Projects
Add notes/description field in Xero Projects.
Purpose: To have a better record of the Projects. E.g. notes about the quotes that users’ sent to their client/customer.
84 votesHi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
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