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1607 results found

  1. 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.

    5 votes

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  2. 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.

    117 votes

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    Appreciate 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. 

  3. Ability to assign bills in bulk to Project.

    Purpose: To save time rather than assign the bill one by one.

    151 votes

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  4. 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.

    104 votes

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    Hi 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. 

  5. 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.

    71 votes

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  6. Ability to upload time entries for projects in bulk.

    Purpose: To save users’ time from manually entering the time entries and transitioning projects from different software.

    106 votes

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  7. Ability to assign repeating to Xero Project.

    Purpose: To save users’ time from manually assigning repeating invoices.

    173 votes

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    Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.

    The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.

    We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.

    We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…

  8. Ability to import bills, invoices and project lists into Xero Projects.

    Purpose: It is beneficial for organisation that heavily rely on Xero projects, as this feature will help them do their invoicing and track their expenditure.

    216 votes

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    Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.

    While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.

    Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.

  9. Ability to show the supplier’s bank account details of payment in the remittance advice.

    Purpose: To easily let the supplier know where the user sent the money to.

    51 votes

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  10. Ability to assign purchase orders to a project in Xero.

    Purpose: To make Xero projects overview shows everything ordered/billed & invoiced to the customers.

    499 votes

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    Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
    We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
    Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.

  11. Ability to attach files to Xero projects.

    Purpose: To make users’ able to attach necessary documents for their project such as contracts and quotes.

    162 votes

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    Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here. 


    To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i

    Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference. 

    Understand this isn't the ideal solution, but may help some for now 🙂

  12. Option to apply invoice or bill credits in bulk to invoices
    Purpose: To save time from manually allocating invoices one by one.

    430 votes

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  13. Ability to set different rates and multiple tasks for each employee in a Project.

    Purpose: To improve the workflow when users’ using Xero Project, rather than having to duplicate the task for the employee.

    54 votes

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  14. Ability to add project snapshot in Xero Dashboard.

    Purpose: users’ can easily view the snapshot of Project from their Xero dashboard, rather than having to go through pages.

    22 votes

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  15. Ability to have preview options for quotes

    Purpose: To make sure that quotes can be printed nicely.

    30 votes

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  16. Ability to show cash flow forecast on the dashboard.

    Purpose: Users can easily get the snapshot on how their cash flow projection is doing for their business.

    15 votes

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  17. Allow the automatic matching of sales invoices against purchase invoices for the same contact.

    Purpose: To make users don't have to use suspense accounts, and the function can work the way credit notes work.

    59 votes

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  18. Ability to send an automatic statement to customer

    Purpose: To prevent late payment from customer

    621 votes

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    Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

  19. Ability to send invoices through PEPPOL network.

    Purpose: To comply with the European standard of e-invoicing and e-ordering. Especially for those who deal with the public sector.

    29 votes

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    Hi everyone, along with AU and NZ it is now possible to send approved invoices electronically through the Peppol network in the UK. 😊

    We'll shift the idea back to submitted again with other regions interested in this feature and will let you know if there are any further plans made around this.

    For those interested in the ability to bulk send eInvoices - we have a separate idea for this that you can join and follow.

  20. Ability to assign multiple bills into single purchase orders.

    Purpose: To improve the users’ workflow rather than having to create multiple purchase orders.

    120 votes

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