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1153 results found
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Repeating Invoices - Schedule a specific time for repeating invoices to be generated and sent
Ability to schedule time for repeating invoices to be generated and sent.
Purpose: To make repeating invoices are generated and sent to the contact/supplier/customer’s preferred time.
82 votes -
Bank reconciliation report - Set default date period
New bank rec reports are based on the start of the month to the current date as a default. The old bank rec report just had an end date. Would like a fast way to move end date field and not have to also alter the start date.
13 votesHey community! As a few of you have rightly pointed out, the previously posted workaround isn’t suitable if your end date is prior to your start date. In this case, you will have to update both start and end fields.
Thank you to everyone that flagged that, and apologies for the confusion.
Because the the Bank Reconciliation summary lives in the Bank Reconciliation reporting pack, the date picker available is the same as the other bank reports (Bank Statement and Statement Exceptions).
Understand that some users would prefer an ‘as-at’ date instead, similar to the older report. In the meantime, you can select the same date in both fields to achieve this.
As that doesn't quite solve this for some users, we're leaving this idea open to continue to collect and share your feedback with our product team.
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Quote report - Filter by accepted date
Accepted Quote Report
Great to see that we can now look at a report for accepted quotes but the report is not filterable by the accepted date - please can this be added to the date search for quote reports within Quotes through Receivable Invoice Details and Summary reports.
At the moment the report isn't right as you can only search by due date and created date which is no good - the accepted date needs to be a searchable date or the quote filtered by accepted quotes is useless if you ant to see what quotes have been accepted…12 votes -
Reporting - Option to remove the Date from the Footer of all reports
The print date that now appears at the bottom of reports is useful for some reports and circumstances, and I understand this date is now turned off for Published Reports.
However we do not 'publish' our financial statements - we send our financial statements to clients in a practical and informative pack instead. This is a more efficient, professional and streamlined approach for us.
Showing the print date on these financial statements is of concern, due to various issues including the lag time between preparing and approving the report. It is also not ideal when preparing the directors resolution and…
69 votesIt's good to know the small changes that can make a difference to our customers. Thank you for all sharing with us on the idea, here. Our team are looking into a solution at the organisation level, that'd enable you to remove the Date from footer for all reports exported to PDF. While they explore this we'll move the idea to Under review and I'll be back to share more as this moves along.
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Repeating Invoices - Generate invoice before invoice date
Ability to make repeating invoices to be generated to an earlier date without having to change the setup.
Purpose: Users’ can sometimes ask their customer/client to pay the invoices earlier.
203 votes -
Purchase - Add schedule payment date from within the transaction
Payment Schedule Date - add from other screens
Make it easier to schedule payment dates. I love the ability to schedule payment dates but it is only available from one screen. It would be great to be able to add a schedule payment date from within the purchase. That would mean you could approve and schedule from the one screen.
22 votes -
Email Settings - Specify date/time to send transactions
Ability to specify date/time when users’ want to send emails from Xero.
Purpose: So clients/customers can receive the email during the working hours and not at random time.
591 votesAppreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
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Bills - View bills awaiting payment without a planned payment date
Ability to easily see which bills have not been scheduled for payment.
There are tabs for each date that payments have been scheduled. An "unscheduled" tab would be useful, showing bills awaiting payment without a planned payment date.
Will save users time having to sort the bills by planned date to see which ones need scheduling.
44 votesHi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
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Bills - Add Transaction date
For the bill want 2 dates: one is the bill date, and one is the transaction date. we normally received the bills in the next month...if one date will affect the cost (as construction, use WIP), will be confused....
6 votesHi XinXiang, when you say 'transaction date' would this be the bills due date or the date it was created in Xero? Or would this possibly be the ability to set multiple due dates?
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Organisation settings - Ability to wind back/restore to a previous date
Ability to restore Xero org to previous date.
Purpose: To make customers able to get the previous data from the previous date if they made mistakes in their Xero org.
69 votes -
Reporting - Aged Receivables Reports - run as at one date, and view the amount still outstanding at another date
Within the debtors and creditors reports (either detailed or summary) the ability to show balances as of todays date when working on client's system up to 9 months later, would be handy to see which debtors and creditors are still outstanding.
I.e. client has £100k debtors as at their year end 31/3/22, but when we run report on say 31/7/22, how many of that £100k is still outstanding? To have a toggle to the balance at the report date (31/3/22) or the current date would help,35 votesHi everyone, thanks for showing your interest here. With the newer Aged Detail reports, you can achieve this by;
- Setting the date of the report to the date you want to include payments up to
- Click Filter
- Set an Invoice Date filter as 'any' - 'invoices raised up to date'
If this is something you'll commonly run you may want to save the report as custom so you can easily open the report anytime. You'll just want to remember to adjust the filter for the Invoice Date. 🙂
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Invoice - Ability to have recall/undo sent invoices
It would be a huge benefit to be able to recall an email (with invoice attached) sent in error to the wrong client.
An invoice has now gone to the wrong client and my manager will now have to have an embarrassing conversation with the competitor, due to my mistake.
54 votes -
Invoices - Show paid date on invoices screen
Put the paid date on the Invoices screen. It would be really nice to have the paid date showing so I wouldn't have to click on the invoice to see when it was paid.
15 votes -
Lock dates - Ability to edit reference of an invoice in a locked period
Sales Invoices - Ability to edit a purchase order number on approved/sent invoices when accounts period is locked.
Purpose - ease to amend non financial adjusting information.
20 votes -
Reporting - Show date and time stamp report was run
Ability to show date and time stamps, to see when the report was run.
Purpose: This will help users to do their Audit Trail.
241 votesHey community, thanks for your continued interest in this idea. Earlier this year we delivered some updates to reports, so that they’ll now show page numbers and date stamps when exported to PDF.
This is an idea that was seeded by the community team when we launched Product Ideas back in 2022.
The Product team has done some great work to address the original request but reading the commentary here, the scope of the idea has grown a bit since then!
We’re confident that this release solves the original request so I’ll be marking this as delivered.
There are additional improvements that have picked up some momentum in the comments: to make the date stamp toggle-able, and to extend the field to include time as well. To be open we don't have plans to progress these specific asks.
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AU Payroll: Automatically add approved expense claims to pay runs
Currently to reimburse employees for expenses you have to add them manually to each pay run for each employee, it would make sense for expenses that have been added using the expenses function to auto add to payroll each month to reduce work and to allow staff to be reimbursed quicker. this would also make the expenses function more worthwhile for the cost.
This would reduce stress for staff putting on employees as expenses that have been approved will automatically be added and marked as paid.
11 votes -
UK Payroll - Payslips - Schedule date for payslips to be emailed
Ability to have an automated scheduled payslip.
Purpose: To make Payroll admin workflow easier, especially when they aren’t working on the day when payslip needs to be sent.
192 votes -
Sales invoices - Bulk date change
Could we have a bulk date change please for when we are ready to send a lot of draft invoices or any in awaiting approval (and in the repeating 'payment due date' section)
we rely on the repeating function but its a pain to go in and change them one at a time when there's loads, especially when they copy over into draft aswell, its a mammoth taski.e also an option for '30 days payment due upon receipt of invoice' 😃
10 votes -
Xero Mail - Add email signature with company logos to sent emails
Ability to add email signature with company logos to all emails sent to clients.
21 votes -
New invoicing | History & Notes - Show email sent to
Can the new invoicing template show the address like the old templates used? Now if you go into edit the addresses have disappeared and to check if it is correct you have to click on the contact and fix it in a new tab.
Also the notes section has removed the time stamps and the email address the invoices get sent to. Can the new invoicing have the same notes and history function as the old one.118 votesHi team, I can confirm we have released another update for the history of new invoicing where now you'll see an entry when the invoice is sent and the email address it has been sent to. 🎉
We appreciate the interest we've seen around this. We still have a few more pieces of work we're doing around the history in new invoicing and you can stay updated on this progression on this idea.
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