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4698 results found

  1. Ability to make repeating invoices to be generated to an earlier date without having to change the setup.

    Purpose: Users’ can sometimes ask their customer/client to pay the invoices earlier.

    172 votes

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  2. To apply a prompt payment discount/settlement discount to an Accounts Receivable invoice from the match items screen in the Bank Reconciliation.

    Purpose: So users can offer early discounts to vendors/suppliers without needing to do manual credit notes or editing the invoices.

    311 votes

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  3. Ability to add budgets in the balance sheet accounts.

    Purpose: It’ll make it easier for users to see the figure when they're budgeting in Xero.

    164 votes

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  4. Ability to identify transactions that are transferred between related entity loan accounts that have separate Xero accounts.

    Purpose: a huge time saver for partners who are dealing with multiple Xero orgs.

    19 votes

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  5. Ability to add a custom fields to a contact record that is able to be displayed on invoices

    Purpose: Ability to include more information that’s unique to customers/business/industry that assist the transaction and relationship between customers

    491 votes

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    Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

    With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

    Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

    We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

  6. To be informed of the status of mail sent from Xero
    Purpose: Identify contacts that mail is not getting to, and ability to validate if information has been received by contacts

    30 votes

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    Hi everyone, as much as we appreciate the feedback and interest of being able to receive a notification of whether an invoice has successfully sent. The team priority right now is around the body of the invoice within Xero. 

    We want to be transparent in this here and will move the status of the idea back to submitted. 

    We will let you know of any change. 

  7. Ability to create a prepayment in a currency other than the organisations base currency

    Purpose: Having a multi-currency prepayment option in Xero will make users’ who are dealing with customers that pay prepaid foreign currency accounts to their business easier.

    109 votes

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  8. Ability to integrate budgets by tracking categories with the master overall budget.

    Purpose: Because it can automatically flow through the master budget, so users don’t need to manually reconcile during this process.

    142 votes

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  9. To make have Xero fill the invoice number automatically when customer importing invoices.

    Purpose: To save users’ time rather than having to supply their own invoice numbers.

    35 votes

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  10. Report that shows the total sales made by each sales person in an organisation

    Purpose: Ease of being able to compare Sales reps stats across the organisation and/or overtime

    10 votes

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    Hi community, as you've found Xero doesn't currently have a function that automatically tracks or calculates sales by sales person.

    In the meantime, you could use tracking when you record your sales, which will allow you to report based on sales made by each sales person.

    A suggested process is:

    • Create a tracking category called something like 'Sales Rep', and create category options within the category for each of your sales staff.
    • When a sales invoice or quote is created, you can include the staff member's name in the staff member (Tracking) field on the invoice/quote.
    • You can then use the Tracking reports to see the sales that relate to each 'Sales Rep' and calculate commission manually outside of Xero.

    If commission sales are a regular part of your business, you may wish to consider using one of our integrated App products. These integrate with your Xero organisation and…

  11. Ability to add a Pay Now link to statements so customers can pay all outstanding bills via the statement they receive.

    Purpose: To make it easier for customers to view and pay their outstanding bills and make a bulk payment for all at once.

    309 votes

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    Hi everyone, we wanted to return and give a little more information with the update of this idea's status.

    Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.

    Though it's early days at present we'll keep you updated of their progress, here.

  12. Ability to add account description from statement description when setting up bank rules.

    Purpose: To easily reconcile similar transactions but have different descriptions.

    76 votes

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  13. Ability to add item 7A to track deferred GST

    Purpose: Because many organisations import goods and defer GST.

    11 votes

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    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding adding item 7A to the Business Activity Statement.

    We understand that the ability to easily track deferred GST is crucial to your workflows.

    Currently 7A on the BAS is a manual field, which does not update the figures on 1B. To adjust for this, we recommended the following workaround:

    1. Enter the original purchase as BAS Excluded.
    2. Once you have the Customs Entry form N10, you're entitled to claim a GST credit. Create a Bill with the value of the Deferred GST showing on the N10. Code this to your GST account (820 in the default Chart of Accounts) using the tax rate GST on Imports so that it shows separately in the Transactions by BAS field report and gets reported under 1B. You'll still need to manually add the Deferred GST…
  14. Ability to make the invoices that have been ticked in the previous page stays ticked.

    Purpose: Because it’ll save users’ time when they’re doing batch payments, especially when they have to tick all the invoices across multiple pages.

    117 votes

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    Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.

    We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.

  15. To have the ability to combine the reporting between more than one Xero org.

    Purpose: Better at group budgeting and account managements

    206 votes

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  16. Ability to set up a default bank account for bills payments and invoice receipts.

    Purpose: To save time from having to select a bank account.

    37 votes

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  17. Ability to reuse invoice number if voided, so the next invoice will use the number from the voided invoice.

    Purpose: Ease of reference and to make the list of invoices cleaner to manage

    78 votes

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  18. Ability to trigger notification when expense claims are awaiting approval and approved status.

    Purpose: So the approver can review the expenses faster and the one who’s asking for an approval don’t need to wait longer for approval.

    118 votes

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  19. Ability to show and can select credit notes on the find & match screen.

    Purpose: To save time rather than having to go in and allocate the credit note against an invoice then going back to the bank reconciliation screen.

    586 votes

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    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

  20. To have the ability to add additional currencies that are not on the standard list.

    Purpose: Business accept payments in Bitcoin and have no way to add that to the currency list. This would allow the ability to calculate tax, profit, and loss from the currency/cryptocurrency that the business is using.

    111 votes

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    Hello I am the product manager for the group within Xero which looks after the currency capability.

    I follow the digital currency space closely, I find it incredibly interesting both sociologically as well as technically. However as a product manager my role is to ensure that my engineering group works on the things that create the most value, for the most people, and in alignment with the company's long term goals and aspirations.

    Digital currencies continue to have an extremely passionate, but also extremely small group of users who want to see them handled in Xero. The cost remains very high for us to deliver this feature, and does not make a difference to enough peoples lives to justify that investment. There are a lot more touchpoints than many people appreciate to implement crypto properly. Huge decimal precision, UX, currency rate feeds, revaluation logic, reporting - all need changes to…

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