Skip to content

For small businesses

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

2454 results found

  1. 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.

    26 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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.

    263 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi everyone, appreciate the support in the ability to auto add interest to an invoice that's gone past it's due date.

    While we understand how this feature would help automate and create more efficient processes, focus for the team at present is completing technology upgrades across features in Sales.

    We're keeping close to the ideas here, and will share if there's any progress. Thanks

  3. 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.

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi community, thanks for supporting the idea here. We understand interest in being able to adapt the email templates that are sent from Xero.

    Current focus for the team at present is on the experience when using and creating invoices in Xero. We will get to email templates overtime, and your feedback and support in ideas here will help drive the teams thinking but this isn't planned atm.

  4. 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

    62 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. To allow multiple contacts under the same company.

    Purposes: To save time changing of contact details, since some clients dealt with the same company with different people.

    176 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi community👋, appreciate your inputs here. 

    With two differing ideas in the conversation we've slightly updated the name of this one to reflect the ability to add multiple persons & details to a single contact record, and have started another for the ability to save multiple addresses for a single contact record which you'll find across here. 


    If you're interested in both add your support and stay updated on each. 🙂 Thanks!

  6. 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.

    155 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi community, thanks for sharing how deposits are used in your business and adding support for a direct way to apply a deposit to an invoice in Xero.

    Bringing this idea over from our previous forums we appreciate interest for this.

    Our team have done a fair bit of research to define what deposits could look like. Right now, there's dependency on work that is being done to upgrade technology through sales and payments, and no direct work for deposits.

    • As others have mentioned in the thread - there are options through payment service providers like Stripe to collect deposits, and you may want to look into

    We'll stay tuned to the support and feedback here, and share any updates.

  7. 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.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Ability to match multiple transactions to one invoice, then reconcile it.

    Purpose: It’ll save users’ time when they’re doing reconciliation and matching the transactions.

    18 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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.

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Applying discount on account payables invoices.

    Purpose: User doesn’t need to manually recalculate the cost of each item

    28 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Ability to add full livestock trading accounts to Xero.

    Purpose: some of the bookkeeper’s clients can benefit by having a way of tracking livestock within xero.

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Ability to reconcile clearing,control and non-bank accounts in Xero.

    Purpose: To save time rather than having to copy and paste into excel to reconcile the balance.

    109 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 


    Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 


    That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

    Alternatively, if you’re using an external system, you could look into the Xero App store


    Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…

  13. Ability to show future cash flow projection in Xero.

    Purpose: To effectively plan and manage the upcoming fund needs of an organisation.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hello 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.

  14. 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.

    16 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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

    34 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Ability to record staff hours spent with the client.

    Purpose: Because it’s important to track how much time an employee spends on a job

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 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.

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. To make the profit and loss report calculation is based on Cost of Goods Sold = Opening Stock + Purchases - Closing Stock.

    Purpose: To get the figures easily in P&L report by deducting the closing stock from purchases.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 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.

    62 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. To make the credit card fee or online payment fee visible in the invoice.

    Purpose: Vendor/customer will be able to see how much exactly they’re being charged.

    14 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?