4794 results found
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Sales | Invoices - Contact selection rather than search
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The current search box is outdated.3 votes -
Invoice - Ability to change text and sort the invoice by the headers
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 -
Prepayments - Create prepayment automatically for Income in Advance invoice
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 -
Publishing Reports wiith and without watermarks
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 -
AU Payroll | Superannuation payments - Date and signature
It would be helpful if a Superannuation payment in Xero had the date and the name of the person who processed it and sent it for Approval. As a bookkeeper who assists an Accountant, knowing if I had sent the payment for Approval or if the Accountant had would be very helpful
1 vote -
Automatic write-off for bad debts
Option to automatically write off bad debts that are over a certain number of days outstanding.
2 votesHi Sean, interested to know if you're interested in this for just Sales invoices or would you be looking for similar in the Bills side of things too?
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Invoice - Make bills from "Save to Xero" observe the original GST status
Every time I use your "Save to Xero" function on a Xero invoice to generate a bill, it goes into Xero as GST inclusive (regardless of the invoice's settings) and I have to manually reverse the GST out to make it exclusive as it was - make it so I can add a bill via that feature and have it observe the original GST handling as exclusive.
1 vote -
Xero Accounting app - Display more text on quotes and invoices on iOS
It would be nice to see the in-depth detail of each line of the quote/invoice so when discussing with customer or using as a check sheet to see what work is outstanding or to be completed.
currently if you have multiple lines you have to click each one until you find what you're looking for, easy to miss items you have quoted/charged for when on site,
1 vote -
AU Payroll: Include YTD leave from previous payroll system on Xero Payslips
When transferring payroll from another payroll system to Xero, would like to be able to enter the dollar value of YTD leave that has been paid so that it shows up correct on the next payslip that is generated from Xero. In the employee opening balances section we can currently enter YTD figures for other earnings categories but not for any type of leave. The attached payslip shows YTD LSL equal to the amount on the current pay run which is incorrect.
1 vote -
MFA - Touch ID and Face ID verification
Implementing touch ID/Face ID verification for users to log into Xero.
Purpose: Users can have more variety on how to log in.
4 votesHi community, we understand how increasing the ways and simplifying how you can securely log in to use Xero is important to our customers.
While we do already support the ability to unlock our Xero apps with face or touch ID, our team are now working on enabling the ability to log into Xero using passkeys. 🙂
Atm I'll shift this to Under review and will share when there's more updates on this.
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Dashboard: Account watchlist - Ability to add bank account to the account watchlist
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.
4 votes -
VAT Return - Submit for OSS (One Stop Shop) in Xero
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.
11 votes -
Quotes - Permanently Delete Quotes
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.
98 votesAppreciate 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.
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Reporting: Statement of Cash flow - Indirect Method Report to be made available as standard report
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.
97 votes -
Paypal - Ability to exclude hold & general Authorisation transactions
Ability to ignore ‘holds/temp’ transactions from PayPal.
Purpose: To make reconciliation easier.
7 votes -
Projects - Ability to bulk assign bills to Project
Ability to assign bills in bulk to Project.
Purpose: To save time rather than assign the bill one by one.
122 votes -
Project: Task list - Ability to change the order in the list.
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.
68 votes -
Projects - Notes or Description field in Projects
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.
84 votesHi 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.
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Reporting: Account Transactions Report - Add annual budget field
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.
24 votes -
User Roles - Expenses: Two step approval process in the New Expenses feature
Ability to have two people to approve expenses.
Purpose: This is to make sure that expenses are checked thoroughly.
38 votes
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