4796 results found
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Hubspot integration - Prefill invoice reference with 'Deal name'
The HubSpot-Xero integration should pull the "deal name" on HubSpot into the "invoice reference" on Xero. The way the integration currently works means that when you generate invoices from HubSpot the invoice reference on Xero is blank, making it impossible to identify which deals they relate to.
2 votesThanks for the idea, Matt. Not something we have direct plans for expanding the Hubspot integration for just atm, but I've made sure to share with our team in this space and its something they'll consider as they continue to improve the Hubspot and Xero integration.
For the meantime, we'll get a sense of the wider interest in this here. 🙂
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Contacts: Process batch deposit directly from contact
When processing a single payment for multiple invoices from the same customer, why can't you simply go to the customer, select the invoices paid and process. This is what most other accounting systems do and it is much easier then the Xero batch deposit process which is clumsy and time consuming.
2 votes -
Reconciliation: Remove archived accounts from drop-down menu
I have a number of accounts that are archived. However they still appear in the dropdown options when I reconcile an account. This makes for confusion when selecting accounts.
3 votes -
AU Payroll: Hide inactive employees on Payroll Activity Summary report
Stop showing deleted/archived employee's in drop down list when reviewing Payroll Activity Summary
3 votesHeya team, appreciate your feedback and sharing within Product Ideas, here. While a new version of this report has been released, we want to be open that there is no change to the employees that are shown. 'Inactive' employees will still be visible when selecting an employee when running this report.
While it's not something we have plans for developing in the near future, we'll continue to watch the interest for this here and share if there's any change. -
Reporting - Ability to add custom columns to the Depreciation Schedule report
Ability to add custom columns to the Depreciation Schedule report to add more information such as market rates for resale
3 votes -
Contacts | Recent bills - Update heading of report to Bills (from 'Invoices')
We have one contact who is a customer and a supplier. When I go to contacts I can do the report of recent invoices (to them as customer) and also the report for recent bills. But they are both have the same headings - ÏNVOICES. Can you not change the heading of the supplier recent bills report to BILLS.
2 votes -
Instalment Activity Statement: Ability to add cover letter
Instalment Activity Statement - It would be good if you could add a template cover letter for quarterly instalment activity statements. I receive phone calls from client asking why they are required to lodge a BAS as the current AS cover letter is confusing and docent distinguish between the different statements.
2 votes -
Customer Statements - Ability to choose invoices
Send Statements, Outstanding, Select Date.
We want to send statements to our clients for invoices that are 30 days overdue - so if I put in the 28th February 2022, Xero brings up a list of all overdue invoices as at that date however some of those invoices have been paid so if I send out the 'Activity Statement' its not a true record of the invoices outstanding.
I would like Xero to change this so that you can either click on each invoice you want to send out ie the ones that haven't been paid or Xero only shows…
5 votes -
Depreciation Schedule - Add Page breaks
Page breaks in the depreciation schedule would be great, would allow more flexibility and be in line with the other reports
8 votes -
AU Tax: Pay the ATO directly from the Activity Statement page
The ability to pay the ATO automatically from Xero would be a really handy feature. Similar to the automatic super payment, this would be a huge time saver.
10 votes -
Fixed Asset - Change behaviour when adjusting useful life of an asset
Have the FAr work correctly when changing the useful life of an Asset Class - it does not do so currently. This is based on the following research.....
I have done the following in the Demo company (which has a Year End of the 31st March):
- Posted an asset worth £6,300 on the 1st Jan 22 with a depn rate of 10%, resulting in a Depn charge to the P&L of £52.50 pcm
- Posted an asset worth £1,969.99 on the 1st Apr 22 with a depn rate of 10%, resulting in a Depn charge to the P&L of £16.42 pcm
…
1 vote -
Invoices/Bills - Ability to copy multiple bills into one invoice
Converse of the ability to copy multiple bills into one invoice.
9 votes -
Reconciliation: Automatically Find and Match items suitable for suspense accounts
automatically code items suitable for suspense accounts
when there's a debit and credit by the same provider - suggest to move to 850 suspsense account - provide explanation. accountants understand this - and it reflects spending and returning items - or rebates - and if you do this 1000 times - for products that cost $1000 each - the tax man will correctly give you totals to pay - and gst rebates -
if you incorrectly match to sales / expenses - then it could be way off.1 vote -
Search / Filter & Sort on previous screens when returning
When returning to a previous screen in xero ensure that it includes all search / filter and sort options applied at the time you originally navigated away from that screen.
When you need to look through many transactions from a search, going back and having to re-search every time is very time consuming.
2 votes -
Bills - Bill template that includes legal tax invoice
In our business we make use of the bill feature to create a legal tax invoice on behalf of our suppliers and currently the Bills don't give me a legal tax invoice?
Can we get a Bill template created that give us a legal tax invoice made out on behalf of the Supplier for the Supplier? Its called selfbilling and is a feature that is critical to our business as the Supplier dont always know what to invoice and we do this on their behalf and this has been legally agreed with the tax authorities.
However currently the Bill template…
4 votes -
Reporting | Tracking - Ability to select all when you search
When using the search function to filter reports, the "Select All" function disappears - it would be very helpful to have this function available whether using the search. Attached for demo.
2 votes -
Sales overview - Add a Sent column onto the Draft tab
1) When creating a draft invoice, and draft invoice is emailed out, it would be good to see from the 'home' page in the 'draft' folder, which invoices have been emailed. This could simply be an icon of an envelope, for example, that shows on the right hand side when the invoice has been emailed (yes even in draft form).
2) When viewing an invoice, a 'previous/back' and 'next' button to move to the next sequential invoice number (either forward or back) would be great, rather than having to back to 'draft' or 'awaiting payment' folder and then selecting next…6 votesHi Katrina, coming back across your idea here I notice there are 2 distinct ideas wrapped into the one.
We try to keep one idea per thread to make it clear for others to know what they're voting for and be able to share this information back with our product teams.
When you say next and back buttons - would this be when only viewing an invoice (not taking any action)? Reason being, is that there are Save and Approve options from the drop down that'd allow you to move onto the next invoice in the list or add a new one - More detail on this here
I'll slightly adjust the title here to reflect your first idea, but are welcome to start another if the current approve and next options are sufficient and we can get a feel for the interest around that separately.
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Organisation Settings: Option to one-click copy ABN to clipboard
The ability to copy with one click an entity's ABN without spaces so that it can be pasted in ABR
2 votes -
Invoices - Option to create folders for past year invoices
This folders would be to keep each years invoices separate for the customers that still owe from the year before
1 vote -
Batch Payments - Use cursor arrows to navigate and edit
Currently when editing a batch payment we can only tab across to the next cell, it would be good if we can use the arrow keys to move around and edit instead of using your mouse to get to the cell below, or the previous cell etc.
5 votesWe appreciate how this could be more intuitive. To confirm how this currently works - Within the body of a batch payment you can use Tab to navigate forward through cells, pressing Enter will enable you to edit the cell and then pressing Enter again will confirm the cells contents(highlighted).
When the cell is highlighted you'll be able to use the keyboard arrow keys to navigate up, down and across within the body of your batch payment.
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