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4360 results found

  1. Ability to assign a user where they can only have Invoice only and view only reports.

    Purpose: To make user permission easier to set up, rather than having to upgrade them into Standard. As this will allow a user having access to more confidential reports.

    135 votes

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  2. Ability to update the date of quote when it’s revised. So the date doesn’t automatically changed by the system.

    Purpose: To save users time from changing the date when it’s automatically changed by the system.

    7 votes

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  3. Ability to send receipts and remittance advice when allocating a payment as a prepayment.

    Purpose: Users’ can easily send the customers receipts of their deposits.

    27 votes

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    Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible

    alternative where you could send the prepayment transaction to your customer.

    Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.

    • Change the 'Approved Invoice title' field to Receipt.
    • Deselect the Show unit price and quantity columns.
    • Deselect the tax column.
    • Deselect the Show payment advice cut-away

    We'll continue to stay tuned to the idea here, and let you know if there's change.

  4. Ability to add ‘Send me a Copy’ check to also include other email addresses.

    Purpose: To make other colleague within the users' workplace get the copy of the email, so they’re all informed.

    37 votes

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  5. Ability to only allow some users to access specific reports.

    Purpose: Because in some organisation, only some people can only see the information for some reports.

    209 votes

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    Hi everyone, thanks for the interest in this idea.

    As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.

    However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting  team are leading up to retiring older versions of Xero’s reports on 31

  6. Add feature on the Dashboard for users with the Adviser permission to add client notes.

    Purpose: Notes specific to that client can be held here so that other advisers who're less familiar with the client can quickly check what they need to consider when working specifically in that file.

    20 votes

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  7. Ability to increase unit price field to six decimal places.

    Purpose: To make users easier when they have to input unit price with lots of decimal numbers

    75 votes

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  8. Ability to allocate credit notes to a customer.

    Purpose: To save users’ time rather than having to manually go into the Billable Expenses, outstanding report, find the original invoice and edit it to remove from recharging the client.

    28 votes

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  9. Add an option to remove and redo transactions within the find and recode function.

    Purpose: To simplify users’ workflow from having to recode to another code, or individually search each transaction in account transactions, then remove and redo it again.

    14 votes

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  10. Ability to change the date of paid bill.

    Purpose: To make it easier for users rather than going through the process of unreconcile the transaction, change the date and reconcile the bill again.

    11 votes

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  11. Ability to make quote’s title and summary flow through to Sales Invoices.

    Purpose: To save users’ time rather than having them manually input the same title and summary when the quotes are converted into invoices.

    171 votes

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  12. The ability to report on items sold each month (by quantity) on a month by month basis

    Purpose: Users can easily run a report to see how many items customer buy this month, then they can also easily print it

    8 votes

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  13. Ability to merge multiple bills from one supplier into one bill.

    Purpose: To combine bills related to a single source or event, and show a link between. Also saves time from having to recreate lines from an existing bill in another.

    30 votes

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    Hey community, thanks for your sharing and supporting this idea.

    We wanted to share for those that may not already know - right now you can combine multiple bills to mark them as paid in a single batch payment? Bills display separately in Xero, but bills for the same supplier are combined in the payment file, so each supplier receives a single payment and reference.  Appreciate that this may not help for all workflows of those who voted for this idea so we'll continue to monitor interest and feedback on the idea.

  14. Ability to export and import quotes in Xero.

    Purpose: Because putting quotes in/from a spreadsheet can make users better calculate future cash flow.

    146 votes

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  15. Ability to remove PDF attachment when emailing quotes from Xero.

    Purpose: To make the receiver of the quote click the link instead, so users’ will know that the quotes have been opened. Because if they choose to open the PDF attachment, users’ will not know whether quotes have been opened or not.

    44 votes

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    Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here. 

  16. Ability to generate a report where users’ can view contact payment activity

    Purpose: Users’ can easily see which customer has good and bad credit performance, and manage customer relationships & debt.

    261 votes

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  17. Ability to have read only permission when setting up staff access in Xero.

    Purpose: Because some staff aren’t allowed to make changes to certain area (e.g. access to bank accounts and reports).

    83 votes

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  18. Ability to send bulk emails to both suppliers and customers.

    Purpose: Saves more time when businesses need to send emails to all their contacts. Especially when they need to announce specials or price increases.

    170 votes

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    Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.


    That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.


    I know this isn’t the news you’re hoping…

  19. Ability to show partial amounts within purchase orders.

    Purpose: Because in some industries, showing partial bills to their clients can improve the workflow when doing ongoing projects.

    187 votes

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  20. Ability to track raw material inventory for manufacturing.

    Purpose: To make it easier for users to find out the amount that their business is using to convert raw material into sold products.

    65 votes

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