- or
No existing idea results
- ~ No ideas found ~
4897 results found
-
Invoices - Show tracking category on invoice list screen
Invoices list - allow the user to select the invoice fields that they want to see on the Invoices list. Eg. we can search/view by Contact, but not by Tracking Category, which would be very useful.
21 votes -
new invoicing
New invoicing has to go, it is aboslute rubbish and does not work, The new reporting si so bad and hard to work along with the latest change I will likely leave. And no one at xero wants to talk to you, and one reply i saw was basically gaslighting every one into a tough ti..ies it is changing. keep old invoices, and work on weaknesses like inventory for small businesses.
2 votesSorry to hear you're not liking some of our changes in Xero, Fiona. I've made sure to share your feedback here with the team but want to be honest that we will be retiring classic invoicing in September and we will move the idea here to not planned. However, that said we are committed to continuing to build on new invoicing.
I understand you've seen some of our responses elsewhere and as you may have seen some of the ideas on the site that relate to changes that you'd like to see I encourage you add your vote and join these for any updates. If there's not an existing idea for a particular change you'd like to see please do add it, our product team are taking on board all feedback we're receiving on this.
-
Tracking categories - Spread costs across tracking categories
We run a music festival of 10 concerts. Each concert is set up as a tracking category. It would be great to spread the direct and admin costs across evenly acoss all 10 concerts in a way that doesn't involve entering each invoice across 10 lines.
8 votes -
Debit Notes - Add a feature for Debit Notes issued by the supplier
To request with Xero to add in Debit Note feature, which it is issued by buyer/ purchaser to the seller where under this circumstance a debit note is given by the buyer/purchaser to the seller to reduce the total value of the bills/invoices.
Currently, only supplier can issue credit note, but as buyer in Xero can't really generate debit note if encounter return of stock/reduce total value of purchase invoices & etc
20 votes -
Contacts - Auto generate Account Number for a New Contact
When adding a new contact if you use account numbers (which is important to use as a primary key for records) it would be really good if a autogenerated number was assigned as a default (like it does with an invoice number etc.). Currently you have to remember/check what the last account number you've used was.
149 votesHi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.
While this request is not in the pipeline, that does not mean the need has gone unnoticed.
Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.
We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.
-
NZ Payroll - Import past earnings
When setting up new employees from another system, it would be great, if we could import the past earnings information.
9 votes -
Contact Bank Activity Graph
Reinstate the bank activity graph for contacts (clients) which used to enable us to see all bank activity for all bank accounts on the client contact page. Give us back our credit control eyes!
10 votes -
Bills - Enter days for bills due
Hi
Please can we have the ability to change the settings on suppliers bills due date to move than 31 days of the following month. We have several suppliers where we do not need to pay until 60 days after the end of the month in which the bill is issued.
Thank you
2 votesThanks for sharing here, Karen. To just get a better understanding would this be when creating a new bill, or perhaps a repeating bill? It'll be handy when sharing back with the team.
You could set up defaults in your Contacts to auto enter the due date for example as 60 days after the end of the invoice month, or similarly with a repeating bill you could set this up in the template.
-
AU Payroll - Employees to enter tracking categories in timesheets
Employees to be able to add tracking categories in the 'Start and end hours' timesheet setting, rather than a payroll administrator having to do it manually before approving.
8 votes -
Reports - Add Business Snapshot report to management reports
It would be great to be able to add the Business Snapshot Report to the Management reports
10 votes -
Dashboard - New updated "look" and Shortcuts to main features
I would love to see a newer updated "look" similar to what Freshbooks or Quickbooks Online has. They have a very streamlined look. I like how they have the tabs on the side that say "invoice" and "expenses" without having to go through the dropdown menus.
3 votesHi team, while not a solve for an updated 'look' of the dashboard we wanted to make sure everyone on this idea was aware of some of the shortcuts that can help you get around and create transactions from many screens.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features such as bank accounts, the files library or reports. See more on these in our help article here.
-
Inventory - Increase character limit for products description
50 characters is often insufficient to identify separate products in (particularly) technical book names or descriptions especially where there are different versions of the same book (hard/soft covers, multiple language versions)
7 votes -
Stripe - Option to select and pay multiple invoices at once
It would be great if a customer could pay more than one invoice on their account using stripe, perhaps when sending a statement there could be a link for Stripe to include all items in that statement, many of our customers have lots of small invoices that require payment at month end and it isn't practical to ask them to make individual payments
43 votes -
VAT excel export - Date column should default to date format
Dates should default to date format when exporting the VAT return to excel.
Currently when exporting the VAT return to excel that dates automatically default to either text or general format. This means you can't filter the dates by oldest to newest as the filter selection defaults to A-Z.
Changing the date to date format via format cells does not fix the issue. The only way I have found is to manually update the dates using the =DATEVALUE(x) formula and paste these new values over the old ones. This can be very tedious when working with a lot of late claims etc.
Dates should default to date format when exporting the VAT return to excel.
Currently when exporting the VAT return to excel that dates automatically default to either text or general format. This means you can't filter the dates by oldest to newest as the filter selection defaults to A-Z.
Changing the date to date format via format cells does not fix the issue. The only way I have found is to manually update the dates using the =DATEVALUE(x) formula and paste these new values over the old ones. This can be very tedious…
4 votes -
Contacts - Add Sales Tax Exemption field to import/export file
Please include the Sales Tax Exemption field as a column in the Contact csv template/import.
The new auto tax feature appears to utilize this field, and having to go to each contact through Xero, one at a time, to edit and update this field is very time consuming. Too many clicks to update a field for every customer contact a client has.
Tax affects all customers. It would be beneficial when rolling out new features such as this to consider what needs to be done to make such a feature truly work and be efficient. The ability to do mass changes via csv is crucial to large integration updates such as this.
(Really all contact fields should be in the contact csv template)
Please include the Sales Tax Exemption field as a column in the Contact csv template/import.
The new auto tax feature appears to utilize this field, and having to go to each contact through Xero, one at a time, to edit and update this field is very time consuming. Too many clicks to update a field for every customer contact a client has.
Tax affects all customers. It would be beneficial when rolling out new features such as this to consider what needs to be done to make such a feature truly work and be efficient. The ability to…
3 votes -
Batch Payments - Include Line separators in CSV export
I would like to export batch payments but instead of a summed up amount for a supplier I would like to have separated invoice line items.
Eg, 5 invoices for OF should result in 5 lines on the CSV import for the bank instead of 1 line with the total.
22 votes -
Bills - Remove "Forwarded Bill" note from the Reference field
I'd like the ability to remove the "Forwarded Bill" note from the Reference field on the Bills tabs.
Purpose: to make the data on these tabs easier to view. All of our bills are input via the Email Bill to Xero functionality - this note therefore appears on every single bill and is not only redundant but makes the actual references / invoice numbers harder to read.
24 votes -
Bills - Ability to Reject bills, with a Note for the reason
Ability to reject a Draft Supplier Invoice and send a email to the supplier with why their Invoice was rejected.
To often, I receive invoices from Suppliers of whom have forgotten Purchase Order details or have missing information.
There is obviously the option to Approve an Invoice, nut nothing to reject.
I would like a function where I can Reject an Supplier Invoice and respond to the Supplier with why Invoice was rejected and this information is stored against the supplier and shown as a note on the Supplier History or.Would also be handy if there was icon or able to be displayed against Draft Invoices which indicate if a invoice has been Rejected etc.
Ability to reject a Draft Supplier Invoice and send a email to the supplier with why their Invoice was rejected.
To often, I receive invoices from Suppliers of whom have forgotten Purchase Order details or have missing information.
There is obviously the option to Approve an Invoice, nut nothing to reject.
I would like a function where I can Reject an Supplier Invoice and respond to the Supplier with why Invoice was rejected and this information is stored against the supplier and shown as a note on the Supplier History or.Would also be handy if there was icon or…
6 votes -
Report - Produce Dividend vouchers in Xero
Dear All,
i have the following suggestion. I think it would make sense to allow the production of a Dividend Voucher in Xero also by in-house accountants, rather than only by an accounting firm that is a Xero partner.
Many thanks and kind regards, Andrea
12 votes -
AU Payroll - Option to add ETP Type D
We have had the unfortunate event of an employee pass away whilst still employed.
I would like to suggest that Xero make it easier for companies to be able to process a death benefit payment (ETP - type D) within the system rather than having to process this manually and then having to do journal entries for the system to balance correctly. And to then have to process paper copies of PAYG payment summaries to report this to the ATO.
4 votes
- Don't see your idea?