4899 results found
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Xero Mail - Add email signature with company logos to sent emails
Ability to add email signature with company logos to all emails sent to clients.
23 votes -
Xero App - Show outstanding balance on invoices instead of the total amount
I often take part-payments against customer invoices in Xero. But, when I use the app, the full sales invoice amount appears rather than the remaining balance. The app should show the remaining balance on sales invoices - when viewing the list of unpaid invoices.
1 vote -
Files - Allow file to be attached to multiple transactions
The inability to attach credit notes from a batch is becoming increasingly problematic. To clarify: multiple credit notes sent from suppliers under 1 PDF - there isn't the capability to transfer these into a separate folder and then attach each PDF multiple times when creating a credit note from a supplier. As soon as it is attached once it disappears! I have had multiple occasions where there are numerous credits in one PDF and am having to write all but one down in longhand so I can then create the Credits. There is not the function to attach these to…
3 votes -
AU Payroll - Filter Payroll Summary Report by tracking category
show tracking options in Payroll summary report
13 votes -
Bills - Apply contact defaults when automating bill creation
Populate Contact Purchase Defaults when Bills arrive as e-invoice or from 3rd party app.
As a bookkeeper I was so looking forward to promoting and using e-invoicing, but unfortunately it's not going to work for me (and many of my clients). This is because we often have invoices with A LOT of line items which are brought into Xero just as a total with one line only. However, if we receive an e-invoice all the individual lines would come into Xero and then we are faced with having to click through every individual line to populate the default purchase GL…
17 votesThanks for your support here, everyone. Appreciate there is some interest in this from people emailing bills to their organisation, or importing via a 3rd party application.
We wanted to share a recent change we've made for those using eInvoicing - invoices received via Xero's eInvoicing will apply Contact defaults (such as a set default 'Purchase account) when creating the invoice in Xero. 😁
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UK Payroll - Timesheet summary report
To be able to produce a report on historic timesheets, week by week and or month by month for each employee
Timesheet report
12 votes -
Bank Statements - Support OFX importing with multiple statements per file
I am working with Société Générale (France) and we are not so lucky to have the automated bank transactions functionality. Our bank is combining both main bank movement and credit card movements in their OFX format.
This currently gives me the following error message in Xero : The file selected contains more than one statement which is not currently supported. Download a file with transactions for one account and try again.
My error message finds its cause in the fact that I have an export from the bank that contains both <bankmsgrsv1> and <creditcardmsgrsv1> transactions.
Why does Xero not allow…1 vote -
Project detail report - Include Supplier invoices name and invoice reference
I would like to include the supplier invoices name and invoice reference on the on the project detail report rather than just the Expense name. Is there any way i can do this?
7 votes -
VAT - Show Unreconciled Statement Lines for a VAT period when completing a VAT return
A note of outstanding, unreconciled statement lines before completing a VAT return.
Currently you click review and can see the VAT return; however, it would be useful to have a box that would flag if there any unreconciled transactions within the VAT period.
This would help to ensure no transactions are missed when completing a VAT return.
9 votes -
Emails - Avatar in email inbox to use business logo
Have the option to change the Avatar/ coloured circle with initial in email inbox, to a business logo when emails are sent from Xero on behalf of the business. I.e when sending out invoices and quotes through the Xero app.
2 votes -
Contacts | Quotes - View declined quotes for a contact from their record
Declined quotes to appear in the activity list of a contact - At the moment they do not and the only way to determine if a quote was raised previously is through a search through quotes.
Since it is an activity linked to a contact, fruitful or not, this should be linked to activity list of the contact.
7 votes -
Xero Accounting app - Ability to add & edit repeating invoices
In the app, it would be a huge timesaver if you could create repeating invoices. I spend most of my time in the android app and this is the one thing it's missing 🙂
5 votes -
Sales invoices - Option to turn off prompt for allocating available credit
When we create a bilk of invoices we are stuck with Xero trying each time to allocate an existing Credit Note that will possibly never be allocated. How do we disable this annoying function?
10 votes -
AU Payroll - Filter superannuation payments screen
Multi select or more filter options when processing superannuation payments. This would expediate processing super payments for large employers. For example, you should be able to filter the super payment to show only last month super and select all and submit for payment. At the moment, if we want to process the previous month's super, we have to manually unselect each employee super that relates to the next month or quarter that we aren't required to pay yet.
11 votes -
Tracked inventory - Attach files to inventory adjustments
Ability to attach supporting file to tracked inventory adjustment entry
5 votesThanks for the response, Joanne. While it's not something we have direct plans for atm, we'll get a better of the interest around this here, and I'll share if there's any changes planned.
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Invoices/Bills - Sorting Invoice number to be sequential
Invoice numbers to be sorted in sequential order so when you get past 9999 the invoices going to 10000 upwards don't then end up at the bottom of the list and out of order.
35 votes -
Invoices - Default due date set regardless of an integration upload
Default invoice due date / contact due date can be set when integrated with other products that fed the invoices in. Currently it is overriden with due date from integrated system
Setting due date so we can clearly see what is overdue is an excellent feature and would help significantly with accounts
1 vote -
Inventory - First-In-First-Out (FIFO) option in Tracked Inventory
Offer First-In-First-Out (FIFO) accounting within Tracked Inventory as an option.
Purpose: Established US Companies tend to use FIFO for inventory valuation, so Xero would widen its scope of clients by offering the option. Plus, the option adoption would make reporting of its current US clients so much more straightforward.
26 votes -
Xero Expenses - Option to Approve and View Next
Currently when you hit approve on an expense it takes you back to the To Review list. This trip back to where I started adds unnecessary clicks and load times. It would be faster if there was an Approve and View Next option, the same way there is when working through draft bills.
6 votes -
Invoices: Ability to have password protected email invoices
As is frequently reported in the news, cybercrimes are prevalent and increasing. In light of a security incident experienced by one of our own clients - additional security measures to avoid cyber security issues need to be addressed.
Being able to safely send invoices electronically that have some type of protection on them is of utmost importance.
One small step that can easily be made within Xero is to remove the word 'Invoice' from the subject line of the email which basically can lead hackers to where the dollars are.
This can be updated in your email settings- however secondary…14 votes
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