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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.
10 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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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.
13 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.
5 votes -
Organisation settings - Xero organisation for Germany specific business
Having an option for creating Xero org that suits small businesses in Germany.
Purpose: So businesses in Germany can get a better package (e.g. compatible with tax codes) when using Xero.
1 vote -
Invoicing - Make Tracking mandatory / required
Making tracking on each invoice line to be mandatory.
Purpose: It saves time for users’ by not having to go back to their client and request them to assign each invoice line to a tracking option.
3 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
2 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.
2 votes -
Keyboard shortcuts in xero
Creating more Keyboard shortcuts in Xero.
Purpose: Save time and create efficiencies.
6 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.
3 votes -
Invoice: DocX - Preview / Test Button
Adding a preview button when creating an invoice with DocX.
Purpose: To save time rather than to send a dummy transaction.
2 votes -
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.
1 vote -
Bank transactions - Create a repeating template for spend or receive money
Ability to create a template liek you can for invoices for recurring direct expenses
Purpose: Automate processes and save time
3 votes -
Organisation settings: Remember my settings preferences in Xero
Ability to save and remember users’ settings in Xero (e.g. view of chart of accounts).
Purpose: Each users’ in Xero org have their own settings preference, and by enabling this feature, it’ll improve their workflow.
2 votes -
Dashboard - Tracking Watchlist
Ability to see tracking watchlist on the Xero dashboard.
Purpose: To save users’ time from clicking and going through multiple pages.
1 vote -
Profit and Loss - appropriation report
Ability to generate Profit and Loss appropriation reports in Xero.
Purpose: Users can see figures of profit for a year, income tax expense, dividends paid, retained earnings from prior year.
1 vote -
Expense claims - recurring expenses
Ability to create recurring expenses in expense claims area in Xero.
Purpose: To save users’ time from entering their regular expenses in Xero manually.
1 vote
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