4794 results found
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Bills - Add line in a paid bill
Ability to add a line in a paid bill.
Purpose: To meet requirements of break up bills at a later point in time after being paid or if clients are processing the bills and payments and you may need to modify the accounts allocated to
13 votesHi all, appreciate there's some interest in the idea here and the needs somewhat relate to those represented in the idea across here.
To note, where needing to change the account of lines of a bill at a later date, one option would be to post a manual journal if for an individual bill. Alternatively, you could look at using Find & recode to update the account of bills that have been paid if needing to do this on more of a bulk basis - we'd recommend connecting with your advisor and testing in the demo company before actioning this.
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Sales Invoice - Sort items by column header
To be able to sort sales invoices by column header.
Purpose: To make it easier for users to check their invoices.
5 votes -
Bills - Option to Copy to a new Draft bill
Ability to copy bills into a new draft bill
Purpose: This would save time having to re-create purchases from scratch
11 votes -
Batch Payments: UK org - Export to BACS with supplier's reference
To have the option to export BACS file type.
Purpose: To get BACS file type, so customer can import it directly to bank system
30 votesHi everyone, appreciate this idea has been in a state of Under review fro some time. While it was something our teams we're looking into, this work has had to be put down with other priorities that have transcended.
For now, we'll shift back to 'submitted' where we can continue to track appetite. We'll be sure to let you know if there's any change in this space. Thanks
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Quotes - Ability to keep description when a quote is copied to PO
Ability to keep description when a quote is copied to purchase order.
Purpose: To save time from having to re-type the description again.
14 votes -
Dashboard - Track Quotes
Ability to track quotes on the Dashboard
Purpose: This would allow for quick access to do quoting work
86 votesThanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard.
At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.
If there is any change planned in this space we'll be sure to update you on this.
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Find and Recode - Edit payment Bank Account
Ability to make ‘find and recode’ to change/edit the Bank Account involved.
Purpose: It saves people time from having to redo the complete transactions.
33 votes -
Organisation setting - Ability to hide/delete the demo company
Option to hide or delete the demo company in Xero.
Purpose: Often a demo company creates confusion for users, so it’s better if they can hide/delete it.
262 votesHi everyone, the demo company provides the ability to test and trial Xero features without impacting data in your live organisation. It's especially useful when you're getting started with the product or want to see how a feature works that you haven't used before.
That said, we understand not all our customers want or need access to the demo company. We appreciate your feedback on being able to hide or remove this here, and our product team are aware of the interest and feedback surrounding this - Both from this direct thread and the previous commentary and votes from the older forum where this originated.
While we don't have immediate plans, this is an area our team are looking to review. We will update you if there is any planned changes to this, through this idea.
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Purchase Orders - Include document attachments when emailing to supplier
Ability to include an attachment with an emailed Purchase Order
Purpose: Because there may be additional specifications or plans that need to be sent to the supplier through PO
222 votesHi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
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User Role - Restrict access to specific Settings
Ability to customise user roles to restrict some access in Xero.
Purpose: Some staff should only have limited access in Xero.
353 votesHi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews… -
Quotes - Insert hyperlink text in description
Ability to insert hyperlink text in description of the quotes.
Purpose: Users’ can send more additional information by inserting hyperlink (e.g. website or T&C).
20 votes -
Bank Reconciliation: Cash Coding - Bank Transfers
Ability to use the cash coding screen to post to a bank account.
Purpose: It’s time consuming having to tick off each item in the reconciliation screen when there are a lot of transfer transactions
143 votes -
Tax: Ireland Tax - Irish Vat Return & RTD Details
Ability to produce accurate Vat reports suitable for the Irish Revenue Commissioners.
Purpose: Irish users can file their VAT easily using Xero.
42 votesHi everyone, thanks for your interest and good to see how we can be expanding capabilities for our users across the world.
While we don't have plans of developing this in Xero, we have recently partnered with Parolla to offer a connected plug-in to your Xero organisation at no additional charge to users with an Ireland based org.
Connected to Xero, Parolla will generate VAT3 returns for direct upload to Revenue Online Services, as well as generating Single Euro Payments Area (SEPA) compliant payment files - Find out more here -
Sales Invoices - Field for Customer's Purchase Order Number
Adding customer’s purchase order number in the sales invoices.
Purpose: because some companies will not pay an Invoice without a PO, so it’ll make users’ workflow easier when they can search #PO to find the right invoice.
132 votesWe appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
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Inventory - Customisable description fields for items
Ability to have customisable description fields for items in the Inventory.
Purpose: To have better notes if the user is able to customise the description item.
12 votes -
Sales: Invoicing - Include QR code for quick entry
Add custom QR code to invoices sent from Xero
Purpose: Ease of entry - to scan and upload to your Xero org for auto creation of bills.
22 votesHi everyone, we appreciate the interest for being able to add QR codes to invoices.
While this is something we started looking into this is not something we're developing.
To set the right expectation I'll shift this status to submitted and we can continue to track the interest here.
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Quotes - Convert to a deposit invoice and remaining amount invoice
Ability to convert quotes into invoice & the remaining amount of invoices.
Purpose: Because it helps users invoicing workflow as they often have to keep a separate record of deposits sent / paid and manually calculate the remaining amount to invoice on completion of a project
42 votes -
Bills - Ability to allow multiple users in Xero to approve bills
Ability to approve bills by more than one user in Xero.
Purpose: Because some companies have more than 1 directors/managers, so this feature will improve users’ workflow in approving the bills within Xero.
104 votes -
Reporting: Aged Payable/Receivables - Invoice description column
Adding description column for Aged Payable/Receivable report.
Purpose: To easily identify which invoices that need to be actioned.
45 votes -
Manual Journals: Exporting to PDF - show description
Adding description when users export Manual Journals in PDF.
Purpose: Users’ can have better notes, as they can see the description in the PDF document.
20 votes
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