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  1. When selecting ACTIVITY under the Statements section, it would be helpful to filter receipts only. I can currently print a Statement of Activity using a custom advanced template I created, but I sometimes want to omit the invoices to show the client a list of receipts only in a nice report format. To recap, looking for a Statement of Activity, but only showing receipts for the period of time I select.

    1 vote

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    Hi Kathi, having a bit of a play with reports this is possible through the use of the Customer Invoice Activity report

    You can add a Filter for Source to only select Receivable Payments - this would then show all payments your customers have made without detail of the individual invoices themselves - Have a try and let us know if this solves your needs here 😊

  2. Occasionally when doing data entry in Fixed Assets we have typed a depreciation rate of more than 100%. It would be good if there was an error message preventing this.

    Thanks

    2 votes

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  3. One of my clients has suggested that it would be useful to be able to see the contents of the purchase orders on Xero without having to open them to find items ordered. In the same way that a salary is hidden but pops up when a mouse is hovered over on the payroll employee tab, the information on a PO could pop up.

    Opening them all is very time consuming.

    2 votes

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  4. Online Quote - Expect the quote be view directly even is a custom branding theme.

    Purpose: The reason we said "online quote", means no matter what the customer can view online. But now it's limited due to the organisation create their own theme which is not fair.

    2 votes

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  5. Invoices page, Please add a "Customer Dropdown Box" so we can just scroll and select a client from the list when looking for a clients older invoices.
    The current search box is outdated.

    3 votes

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  6. Improve Text Formatting - Invoicing

    • Ability to change all text to caps, lowercase or sentence case (like Microsoft word feature) to enable more consistent, professional invoicing in less time. For example when adding multiple billable expense lines.

    • Ability to sort invoice lines by the headers, i.e. description (alphabetically), by price or amount high-low etc.

    2 votes

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  7. Prepayment automatically be created for the combined total of the "Income in Advance" lines.

    Purpose: To save users time from having to prepayment invoices manually by adding a payment to the invoice from Income in Advance

    10 votes

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  8. When we publish Finanical Statements with a watermark and then have a client meeting and there are no changes to the accounts we have to open the published report, copy and edit, republish it without the watermark. Then delete the first publish report. It would be a timesaver if we publish any report we have the ability to print it with and without a watermark.

    This would be the case for 85% of our Financial Statements - no changes post draft stage.

    1 vote

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  9. Option to automatically write off bad debts that are over a certain number of days outstanding.

    2 votes

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  10. Implementing touch ID/Face ID verification for users to log into Xero.

    Purpose: Users can have more variety on how to log in.

    6 votes

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    Hi team, as another update surrounding passkeys we wanted to share that this week we've released passkey log in for Xero Me app users who haven't set up MFA yet. This is just the first stage, and over the coming months we'll progressively make this feature available to more users. I'll be back to share more as passkeys become available to more users.

  11. To make a bank account in Xero to be added to the account watchlist.

    Purpose: Users can easily monitor the bank account that’s added to the account watchlist.

    5 votes

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  12. Ability to make users submit their OSS returns through Xero.

    Purpose: To save time rather than having to submit the returns through the member's states revenue agency.

    12 votes

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  13. Ability to delete quotes permanently in Xero.

    Purpose: To make the ‘All tab’ didn’t get mixed up with the unused quotes that were supposed to be deleted.

    103 votes

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    Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.

    We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea. 

  14. Having an Indirect Method report to be available as a standard report.

    Purpose: Using this report is easier for users’ who don't have feeds activated in their Xero org.

    106 votes

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  15. Ability to ignore ‘holds/temp’ transactions from PayPal.

    Purpose: To make reconciliation easier.

    7 votes

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  16. Ability to assign bills in bulk to Project.

    Purpose: To save time rather than assign the bill one by one.

    130 votes

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  17. Add notes/description field in Xero Projects.

    Purpose: To have a better record of the Projects. E.g. notes about the quotes that users’ sent to their client/customer.

    93 votes

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    Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time. 

    For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record. 

    We're continuing to watch this space and will share if there is any progress. 

  18. Ability to change the order of the tasks from the list.

    Purpose: To make users’ workflow more efficient rather than having to scroll down to find the task each time.

    70 votes

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  19. Ability to add annual budget as one of the fields in the Account Transaction report.

    Purpose: To get a better figure of how much an organisation has spent.

    26 votes

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  20. Ability to have two people to approve expenses.

    Purpose: This is to make sure that expenses are checked thoroughly.

    42 votes

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