2566 results found
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Contacts - Allow multiple people & details within a single contact record
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.
187 votesHi 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!
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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.
168 votesHi 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.
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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.
15 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
32 votes -
Chart of accounts - Add Livestock Trading Account Calculations
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.
15 votes -
Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero
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.
116 votesHello 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…
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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.
11 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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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
41 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.
43 votes -
Organisation settings - 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.
16 votes -
Invoices - 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.
76 votes -
Global Payroll - Time billing
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
9 votes -
Profit and Loss report - Calculating COGS by Opening Stock + Purchases - Closing Stock
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.
10 votes -
Dashboard - Ability to create a customise graphs/report 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.
13 votes -
Payment services - Auto Calculate Credit Card Fee or online payment fee and show on Invoice
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.
19 votes -
Business Activity Statement - Calculate Wine Equalisation Tax (WET) in AU
Ability to calculate Wine Equalisation Tax in Australia.
Purpose: To easily comply with transactiona tax requirements in Australia
26 votesThanks for your interest, everyone - we’ll keep monitoring this here.
While we appreciate the appetite, we want to be open that developing automatic calculation of wine equalisation tax within Xero is not in the teams roadmap at this time.
For those in need right now, we’d recommend looking into our app partner integrators that can fulfill these needs. Alternatively, you can view and join discussion on how others are doing this with invoices in Xero. -
Business Activity Statement - To automatically calculate Fuel Tax Credits
Ability to automatically calculate Fuel Tax Credits in the Business Activity Statement.
Purpose: It can save user’s time when calculating fuel tax credit, rather than doing it manually.
25 votes -
Files: Sending from Xero - Control/edit name of PDF
Ability to edit the PDF name when sending PDF attachment from Xero.
Purpose: Users’ can name their attachment with their business name.
28 votes -
Sales Invoicing - Turning sales orders into invoice
To turn sales order into invoice
Purpose: To confirm the buyer that the business agreed on the sales, before they send the invoice.
15 votes -
Keyboard shortcuts in xero
Creating more Keyboard shortcuts in Xero.
Purpose: Save time and create efficiencies.
25 votes
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