13 results found
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To be able to send out service and inspection reminders by date
Could we add a feature to enable us to email out service and inspection reminders up to 28 days before it is due.
This could be done by date only.
It would save us having to add another app and potentially another running system to get this feature.3 votesHi Peter, just to get a better understanding of your idea here - would this be to set a date to send the invoice reminder based on the Invoice due date?
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Stripe - Exclude Surcharge from Stripe Fee Calculation
I was wondering if it was possible to get surcharge not added into the total charge that stripe uses to get their processing fee. I always thought that the surcharge total would be like the money that they took their charge from which is why I added the surcharge anyway. It ends up being that stripe adds the surcharge in with the base charge on the customer invoice and then takes out their processing fee. I don't think that is right though. It should be a way for stripe to only charge their processing fee to the base cost of…
3 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Bills - Add a 'Planned Date' field when entering the bill
Next to ‘Date’ and ‘Due Date’ on the New Bill/Edit Bill page, it would be a massive time saver to also have a ‘Planned Date’ field. This would match the layout on the “Awaiting Payment” page.
Right now, after entering a bill you have to jump out, find it in the list, then enter the Planned Date. It would be a lot cleaner and more efficient if you could enter the Planned Date directly after the Due Date when creating or editing the bill.
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Accounts Payable - New Bills/payee's highlighted in Batch Payment Summaries
Accounts Payable - New Bills/payee highlighted in batch payment summary
I review the batch payment summaries for our organization after they have been approved by managers but I would like some further controls - it would be great if there was some indication on the batch payment summary that this was a first time bill payee and/or if Xero could check for duplicated bank account numbers in the batch payment summaries.
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Prototype Home Page - New dashboard widgets
Please, can we make sure the new dashboard will still have all the existing widgets and their current functionality, including VAT Return, Account Watchlist, Invoices owed to you, bills you need to pay, and that each bank account will have its own widget, so that it doesn't become the same debacle and waste of our processing time in doing the same functions as now.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Xero Accounting app - Mark quotes as invoiced on iphone when sending invoice
On iphone version I send my weekly quote for Purchase order approval as i leave site, I find it a bit of a pain to have to send the invoice then head back to quotes to mark as invoiced evetime I just think it could be streamlines by adding an automatic prompt like on pc version
o mark quotes as invoiced on iphone when sending invoice.1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Contact – bank details check reminder
Last Paid Date flag for Vendor or Check bank account details alert.
Increasing there is a need to check bank details for Suppliers - to make sure haven't changed. If a Supplier hasn't been used for many months, Xero doesn't prompt the bank details to be checked. We have had cases where the supplier changed owners and bank accounts but not informed us. The bank details weren't checked. it would be useful if we could have an alert or flag that prompts a check after 3 or 6 months.1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Xero Accounting App - Ability to sort quotes order
In app version, when we click omn Quotes then we see 2 options to choose- numer of quotes sent & number of quotes to invoice.
When we click on number of quotes to invoice then we see all the quotes converted to invoice. But they appear as increasing order means oldest quote on top, we should have option to change the order i.e newest quote on top.1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Bills - Work through the PDF (existing classic feature - please keep)
Bill entry - keep the ability to tab through and edit through the PDF of the supplier's bill.
Note this is a request to keep this beautiful feature when it comes time to upgrade Bill Entry. The ability to have a PDF in mid screen while tabling and data entry literally 'through' the PDF and seeing the fields change is a huge time saver and contributes to accuracy and speed - this is something that maybe overlooked when the team starts to 'upgrade' billing as per invoicing et al.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN numbe
while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN number is being displayed. Additionally, we would like to include page numbers for easier reference by our customers.
1 voteHi 👋 , just to get a better sense of what you'e asking here. It sounds the Quotes you create may be quite large and span multiple pages - Are you asking for the ability to enter a custom header that would appear across each page of your quote?
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Logout now option on the timeout screen
When the screen locks it would be helpful to have the option just to logout. Currently if you have timed out but finished working on Xero you actually have to login just to be able to log out which is a waste of time.
5 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Xero Accounting app | Bank Reconciliation - Ability to add an expense as 'common expenses'.
"Common Expenses" - fix product flaw.
In Xero app, as follows:
-Purchases
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-Add receipt
-Tap:Categorise to an acct
-acct list pops up with heading "Common expenses". 2 accts listed which I rarely use.
PLEASE FIX : there is no way to edit the list of accts under the heading at the top "common expenses". See my screen shot2 votesThanks for sharing your idea, Tim. I'm just checking in with our team to see if there's any way you can influence the 'Common expense' accounts that are shown. Will round back to confirm with you here.
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Purchase orders - Add column to list view
An option to add a column (Received by) to PO menu.
This will display that an order was received form the menu rather than clicking in to each individual PO to fond out.1 voteHi Declan, taking a closer look into your idea here we'd like a bit more information to help us better understand the detail you're wanting to see from the list view.
When you say you'd like to see if a PO was received - Can you share a bit more about how you currently determine when a PO has been received by your supplier in Xero?
- Don't see your idea?