1603 results found
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Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)
Ability to edit a bank account without having to delete the transaction and then re-enter it in the correct account.
Purpose: Save time from deleting the transactions and entering them from scratch in the correct account.
151 votes -
Bills - Add a second Reference field
Ability to add a second reference field.
Purpose: Because when importing invoices from another system, it generates a unique invoice number, and the actual supplier's invoice number is used as the second reference.
188 votes -
Invoice Templates - Standard Invoice Branding Theme to look more like Online Invoice
Ability to replicate standard invoice branding theme appearance to look like online invoice.
Purpose: To make the standard invoice appearance better and more presentable.
31 votes -
Organisation settings: Email Templates - HTML template to send with invoices
Ability to create email templates using HTML.
Purpose: It’ll make users’ able to edit the email templates easily, especially when inputting their company logo.
57 votesWe appreciate the interest in more customisation when sending documents from Xero, everyone. Currently in the space of new invoicing we have recently released a new send modal that enables the use of rich text formatting, and allows you to cc and Bcc emails.
Currently this is limited to send of invoices with new invoicing only, however over time we will look at expanding this to other areas of Xero that you can send from. I'll keep you updated of any further enhancements surrounding this, here.
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Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)
Ability to add interest for the late payment. This includes part-paid too
Purpose: Save time by adding the interest without having to delete the existing one and remake a new one with the additional interest.
986 votesHi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
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Invoice - Add notes/comments line item
Ability to add 'comment' only lines on invoices that run the full width of all the invoice table boxes.
Purpose: Users often want to add some comments specifically to a client in the line item.
95 votesHi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
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Sales Invoices - Combine and hide line items for customers
Ability to combine and hide line items in the invoices.
Purpose: To have good accounting and tracking of sales without showing the client the breakdown of all the items involved
210 votesHi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.
If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.
However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…
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History & Notes - Audit trail for all transactions and user activity
Ability to see audit trail for all transactions and user activity in Xero.
Purpose: So accountants and clients can work better, and can identify who did what in Xero easier.
178 votes -
Bills: Add contact - Enter full details from transaction
Ability to add all contact details needed when creating a contact from a bill
Purpose: Ease of use being able to create, and send invoices all within the transactions screen
17 votesHi everyone, currently our product team in the bills space are focused on the modernisation of Bills, upgrading technology.
Over the coming months you'll see some visual changes as we build and release these updates to Bills.
While entry of a Bill and contacts will come this is not the core focus atm. We'll move the idea here back to Submitted and will let you know when there's movement.
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Navigation - Ability to open multiple Xero organisations on different tabs
To make users able to open different Xero organisations in different tabs.
Purpose: To improve the accountant's workflow, rather than jumping into different browsers.
88 votes -
Bills - Deferred expenses/amortization of bills spread out over time
To see deferring expenses of bills that’s spread out over time.
Purpose: To save time posting manual reversal journals and users’ can get the ‘economic value’ figure easily.
17 votes -
Bills - Apply discounts on accounts payable invoices
Applying discount on account payables invoices.
Purpose: User doesn’t need to manually recalculate the cost of each item
91 votesHi everyone, thanks for feeding back to us here. Understand the rationale for wanting to be able to apply discounts on bills in Xero, similar to how you can with Sales invoices. This is something our team would like to develop into bills, however there are a few other important pieces of work that need attention first. So, for the time being we'll leave this as Submitted but as soon as there's movement we'll update you of any change through the idea here. Thanks!
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Tracking - Make mandatory / required
Make it mandatory to add tracking to items where available e.g Purchase Orders, Invoice, Bill, Expense
Purpose: Prompt for users when manually entering invoices, and assurity that each line has been allocated to a tracking option
225 votesHi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
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Invoicing - Customers to pay deposits on invoices
To have the ability for customers to pay deposit through invoices
Purposes: Business can just send one invoice to customer/client, so they don’t have to send multiple invoices when it comes to part payment.
396 votesThanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
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Expense Claims - Duplicate expense claims flag when there are potential duplicates.
Ability to have a flag feature when potential duplicate expense claims are uploaded.
Purpose: To make users easily noticed when the same/similar expenses are already uploaded.
32 votes -
Invoices - Date columns for individual line items
Ability to add date columns for individual line items.
Purpose: To make users easily put a date for each item. The scenario that can benefit users is for them to show a specific date of when the product/service is delivered.
187 votesHi everyone, we appreciate the interest in being able to add dates to individual lines of an invoice. Currently our team are focused on improvements to new invoicing and we want to be upfront we don't have any plans for adding a date column to the details grid within an invoice atm.
Right now if you do require dates for individual line items we'd recommend adding these within the Description field of the line.
We will continue to review this as we continue to evolve the product. If there are any updates or changes, we'll share this all with you through the idea here. Thanks
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Dashboard - Create and customise graphs/reports on the dashboard
Ability to give users options to customise various graphic reports on the dashboard.
Purpose: Users’ can easily see the graph and business performance from the dashboard.
46 votes -
Invoices | Inventory - Add units of measure (UOM) & weight to line items
Ability to add units of measure (UOM) and weight to line items.
Purpose: Customers can have clearer information. Because some of the items that Xero users’ sell are having these.
165 votesHi everyone, we appreciate your input and sharing detail of how you'd like to see this developed to help suit the needs of your business.
We want to upfront that we don't have plans for developing this in the next year. However looking further out to the future, our teams will continue to review and consider how they might build inventory in Xero to cater for units of measure.
If you're after an immediate solution, it might be worth exploring connected apps that can integrate with Xero and cater for your business needs. As soon as there's any change or news around this to share we'll be sure to update our community and all of your interested in this, here. -
Xero Analytics | Short term cash flows - Balance sheet modeling required
Ability to show future cash flow projection in Xero.
Purpose: To effectively plan and manage the upcoming fund needs of an organisation.
16 votesHello everyone, thanks for voting and commenting on this idea. Available right now is the short-term cash flow dashboard, which is a tool that visualises your future bank balance based on upcoming bills and invoices. The Analytics Plus version of this dashboard allows you to look 90 days into the future, and can make predictions for recurring cash transactions based on your spend and receive money history.
At this stage there are no plans to extend out the timeframe of this tool, or to account for balance sheet items but we’ll keep monitoring this idea, so please continue to add your feedback here on how this feature can improve your workflow.
If there’s any news to share, we’ll come back here and let you all now.
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Sales Invoicing - Order acknowledgement
Between a quote and sales invoice option to create a sales order acknowledgement
Purpose: To confirm to the buyer that the business agreed on the sales, before sending the invoice.
57 votesHi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm.
In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm.
You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template.
Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created.
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