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4837 results found
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Quotes - Import/Export ability
Ability to export and import quotes in Xero.
Purpose: Because putting quotes in/from a spreadsheet can make users better calculate future cash flow.
183 votesHi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.
Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.
We'll make sure to update everyone through the idea here if there's any plans made for this functionality.
Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.
Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.
We'll make sure to update everyone through the idea here if there's…
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Reporting: Customer Payment Performance - payment date and number of days late
Ability to generate a report where users’ can view contact payment activity
Purpose: Users’ can easily see which customer has good and bad credit performance, and manage customer relationships & debt.
341 votesHi everyone, thanks so much for sharing your comments and support for this idea. We really get why you'd like a central report, so you can check each customer's payment history just to see who's paying late.
Currently as mentioned in the discussion here, you can see a customer's average days to pay on their individual contact record, but we know this isn't the same as having a single report for all your customers.
While we can see there's a lot of interest in this, it's not on our current roadmap for development. Community members will still be able to vote - So we'll continue to keep a close eye here and will let you know if anything changes.
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Contacts - Send out bulk emails to suppliers and customers
Ability to send bulk emails to both suppliers and customers.
Purpose: Saves more time when businesses need to send emails to all their contacts. Especially when they need to announce specials or price increases.
240 votesHi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.
Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.
With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.
If this integration doesn't quite fulfill your needs in communicating with your contacts from Xero, there are other app solutions you can explore through our Xero app store.
Hi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.
Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.
With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.
If this integration doesn't quite…
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Quotes - Remove PDF attachment from email
Ability to remove PDF attachment when emailing quotes from Xero.
Purpose: To make the receiver of the quote click the link instead, so users’ will know that the quotes have been opened. Because if they choose to open the PDF attachment, users’ will not know whether quotes have been opened or not.
51 votesHi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here.
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Purchase Orders - Show partial amounts billed
Ability to show partial amounts within purchase orders.
Purpose: Because in some industries, showing partial bills to their clients can improve the workflow when doing ongoing projects.
259 votesHi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
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Advanced Inventory - Tracking raw material inventory for manufacturing
Ability to track raw material inventory for manufacturing.
Purpose: To make it easier for users to find out the amount that their business is using to convert raw material into sold products.
92 votesThanks for your interest and sharing how improvements to Xero Inventory could enhance your experience using Xero.
Tracking of inventory for manufacturing isn't something we have direct plans of right now, however as you may have seen from my update on this idea we have started exploring development for bundling of inventory in Xero.
At this point, our product team have some early concepts and they'd like to engage our community for feedback on these.
Knowing your interests here, we'd like to invite you to share back on the teams work for bundling inventory. If you'd be able to give some of your time, please fill in this short form.
Depending on interest we may not be able to involve everyone, however we'll come back to share any further progress of this with you here.
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User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)
Ability to have read only permission when setting up staff access in Xero.
Purpose: Because some staff aren’t allowed to make changes to certain area (e.g. access to bank accounts and reports).
90 votes -
Sales Invoices - Combine Invoice file and attached files into one PDF when sending
Ability to combine sales invoice and attachments into one PDF when emailing/printing
Purpose: To ensure all documents are sent to the customer, and make it easy for customer to reference all documents together
88 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
14 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
35 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.
16 votes -
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.
38 votes -
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
261 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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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.
293 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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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).
25 votes -
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.
455 votesHey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user access to specific reports
This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.
We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
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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.
188 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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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.
53 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 -
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
160 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.
32 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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