4765 results found
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Xero Files - Rename files once they are attached
Ability to rename the files in Xero Files once it’s attached.
Purpose: To make other users in Xero (the one that doesn’t upload the file) can easily identify the file without having to click it.
30 votes -
Manual Journals - Assign Contact name to journal
The ability to assign contact in manual journals.
Purpose: To enable to track journal entries with contact name
217 votesThanks for your interest and sharing your needs in being able to add a Contact to Manual journals you post in Xero. We know this is important for customers and enabling this capability is on our product team's roadmap.
Right now, they're currently focused on other important items of work, however as soon as we're able to dedicate resource to this I'll be back with a further update to share progress with everyone, here.
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Sales Invoices- Flag as 'in dispute / query'
Ability to flag an invoice or bill when it’s in dispute or query.
Purpose: To ensure users do not pay an invoice/bill when it is currently 'under query/dispute' in error.
487 votes -
Inventory - Add default tracking options to items
Adding default tracking option for inventory items in Xero.
Purpose: To make users don't have to think about or forget to add the correct tracking.
83 votesAppreciate the interest in being able to set default tracking options against inventory items.
While this isn't possible at an item level atm, it might be useful to some here knowing that you can set default tracking for your contacts.
To be open we don't have any immediate plans for extending default tracking set up against items, however we'll keep a pulse on the interest here and if there are any plans made we'll be sure to let you know.
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Tracking - Ability to bulk add and delete tracking on invoices
Ability to bulk add and delete tracking options on invoices
Purpose: Ease of updating old invoices and purchases.
59 votesHi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
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Contacts: Statements - Allow to be sent to Contact Groups
Ability to send statements to contact groups.
Purpose: To make users’ easier to send statements rather than sending it individually.
222 votes -
Xero Mail - Send as @company-name.com not message-service@post.xero.com
Ability to make an email sent from Xero appear as @company-name.com instead of message-service@post.xero.com, when users send an email to their client/customer.
Purpose: To provide more validity when sending communications from Xero out to clients/customers and avoid items ending up in Spam/Junk mail.
355 votesHi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.
I can confirm this idea has been continually reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.
When there is opportunity to pick this up, I will share any news with you all here.
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Contacts - Permanently delete if no records
Ability to delete contacts who have no related records/activity.
Purpose: Because some contact that has no record shouldn’t be visible in Xero and can just be deleted.
144 votes -
Notifications - Alert when an invoice has been paid
Ability to have an alert in Xero when an invoice has been paid.
Purpose: Users can easily be reminded. Which will make it easier for them to order the product/stock for their business when they know that they have been paid.
157 votes -
Organisation Settings: Email Templates - Add a default CC email address
Ability to add a default CC email address in the email template.
Purpose: Users can easily input another email address when they have to add they create an email template.
68 votesHi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify.
We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing.
While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea.
For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact'
On the other hand, if you'd like to ensure…
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Chart of Accounts - Add a clearing account with Bank account type
Setting up a clearing account in the chart of accounts.
Purpose: Users can use it as an actual bank account rather than creating a fake bank account in Xero. As this is important in some Payroll cases.
6 votes -
UK VAT - Ability to enter VAT scale charge
Ability to enter VAT scale charge on VAT returns.
Purpose: To easily enter and calculate VAT scale on charge in Xero.
9 votes -
Invoice: Invoice Templates - Custom Fonts for Standard Invoice Themes
Ability to add custom fonts for standard invoice themes.
Purpose: To have a better branding for users’ business.
42 votes -
History & Notes - Xero Mail - Log of mail sent via Xero
Have a log or register of all emails sent from a Xero organisation with detail of content, recipients, senders, and date of send.
Purpose: Validity when being queried by customers about a transaction, verifying payments and collecting debtor payments. Proof of interaction.
405 votesHey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
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Contacts - Allocate a contact as a supplier, customer, or both
Ability to make a contact as supplier, customer and both.
Purpose: To make bills cannot accidentally be entered as sales and vice versa
43 votes -
Organisation settings - Copy a 'Live Xero Organisation’ details into the Demo company.
Ability to copy/duplicate details into Demo Company.
Purpose: To easily test any changes in the Demo Company rather than implementing it directly into ‘Live Xero organisation’.
43 votes -
Invoices - Multiple due dates for payments/deposits along with the ability to offer trade terms
Ability to set up multiple due dates for payments/deposits.
Purpose: payments and deposits can be spread throughout different dates.
180 votes -
Overpayments - Email/Print
Ability to email and print overpayment receipts from Xero.
Purpose: Some accountants need to print and email overpayment receipts from Xero, and having this feature will make their work easier.
86 votes -
Purchase Orders - Import / Export function
Simply formalising the blog comments from others to have Import functionality added to PO's and Xero's "if there is sufficient demand".
+1 here
5 votesWe appreciate the passion and feedback we've received from customers about the ability to import and export purchase orders.
We want to be open, that we do not have a direct plan to build export and import functionality in Purchase Order any time soon.
Our Product team in this space are currently focused on modernising our underlying technology so we can build new features, faster in the future.
To give a clear message for anyone coming across the idea, we'll close this idea.
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Bills - Automatic Bills sequential numbering
Ability to automatically create a sequential numbering.
Purpose: To make filing invoices quicker.
33 votes
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