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370 results found
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New invoicing - Emailing Invoice where invoice date in locked period
Do NOT display an error message and update the history and notes.
Sending Receipt to Client48 votesAppreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?
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Dashboard - Ability to add sticky notes/notes
To have notes in the Xero Dashboard.
Purpose: Users within the Xero org can leave the notes and easily remind one another.
155 votes -
NZ Payroll - History and notes in Payroll to show changes made
There should be an audit trail in Payroll detailing when changes to an Employee record is made (for example: date an address was updated for an employee and what it was until that date, likewise for other details such as email address, bank account number, tax code etc). As an Employer we should be able to rely on the digitised Payroll system we are using to determine when changes to an Employee's record has been made. In terms of creating an audit trail, this doesn't necessarily only apply to Payroll only and should ideally be something that is normal and…
4 votes -
One Click Delivery Notes
We need to include delivery notes with orders. The current packing slip does not cover this requirement. I'd like to be able to select multiple invoices, and bulk print delivery notes for them all. The delivery note needs to be somewhat customisable.
The notion of having to edit an invoice and change the theme in order to generate a delivery note is completely impractical!
67 votesWhile only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
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Reporting: Aged Payable Reports - Show invoice/contact record notes to report notes
Ability to show details on notes or comments from Invoices/Contact record to Aged Payable report.
Purpose: With notes and comments, users will have extra details with the debts that the suppliers/customers owned to users’ business
42 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.
97 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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Contacts - Ability to export/import additional notes
Ability to export and import Notes that are shown in the contact details section as a column in the exported file.
This would allow bulk update and review of notes that have been added across Contacts.
107 votes -
Batch payments - Ability to include credit notes
Allow the inclusion of Credit Notes in Batch Payments where the total to be paid to a supplier is still positive. This would allow a single batch for a Supplier to match their Statement, particularly where credit notes are not related to specific Bills.
784 votesHi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
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Invoices - Add invoice notes to age receivable report
Receivable invoice summary- add notes column - if notes are made on why invoice are not yet paid. can we run an age receivables report, that also includes the notes on an invoice please
34 votes -
Remittance Advice - Show all credit notes and invoices
Ability to produce supplier remittances that include all the credit notes against any payment as unallocated.
Purpose: Because some of the credit notes do not relate specifically to an invoice, e.g. marketing aid, retro discounts.
172 votes -
AU Payroll - Audit history for autosuper submissions
Audit history that shows who has submitted a super batch in Xero
11 votes -
AU Payroll - Add notes in timesheet
Ability for employee to add notes in timesheet. Detailing works performed.
44 votesHey community, thanks heaps for this suggestion.
As you may have seen in our Xero Blog post, we’ve rolled out support for start and end times in timesheets, and with this update comes the ability for staff to add in notes 🎉
As such, I'll be marking this one as delivered !
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Contacts - 'Are you sure' alert when deleting Files
Needs 'Are you sure' pop up for Deleting Contact Files
Its too easy to accidentally delete a file attached to a Contact. Needs to be an 'Are you sure you want to delete ...' pop up when deleting.
Especially as it also doesn't populate in the history/notes section that anything has been deleted.10 votes -
Invoicing | History - Show detail of action made
With the currect feature History and note report we are able to see which invoice for example has been edited - change name of invoice - reconciled etc. However we would like to have a more detailed view, for example if an invoice is booked in USD and someone will change the currency in EUR we are not able to see this change , we can see only that the invoice is edited by X person but we are not able to see the change. How can we have this feature?
24 votesHi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.
We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.
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Contact List - Viewing notes from the Contact List
Ability to view notes added within the contact details section from the list view.
This would help with viewing contact notes across different contacts, for detail such as method of payment or terms of service.
50 votes -
Contact - Notes section that's visible within all screens of contact's record
Ability to have a notes section in the Contact’s record.
Purpose: Users can easily add extra notes about their contacts.
195 votesHi everyone, as noted in my recent update Additional notes for a Contact is now live to 100% of organisations. A quick recap - You’ll find this new feature located at the bottom of the Contact details section, when adding or editing a Contact. It’ll be visible in the Add/Edit screen, and from the right panel of a Contact’s record.
There are some asks through this idea that go beyond this release such as;
- Viewing notes from the Contact List
- Ability to export/import additional notes
- Sales Invoices - Pop-up reminder of notes
If you're interested in these features please join and support them. It’d be good to get a refreshed sense of the interest in each. You're also welcome to start a new idea for additional functionality - Our product teams will bear these in mind as they continue to develop across Xero. Thanks again for all contributing, and helping…
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Contact - Ability to delete notes
In the Notes section under Contacts, allow:
- specific notes to be pinned to the top of the list of notes:
- notes to be deleted
6 votesHi community, I’m pleased to share that Additional Notes for a contact are now live to everyone!
As mentioned in my last response - You’ll find the feature available to use when adding or editing a Contact, at the bottom of the Contact details section.
You can edit the contact at any time to edit or delete text that you’ve entered in this field. Once saved, you’ll see the saved text shown in the right panel of a Contacts record.
To confirm, this does not apply to notes that are added to the History & Notes of a Contact. If you'd like the ability to edit and Delete notes we'd recommend using the additional notes option.
Thanks for all your inputs here.
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Bills/Invoices - Notes preview
The ability to preview notes added against a bill/invoice from the summary screens, rather than having to open each record to view them. For example a notes icon next to the existing document one, which would display the note when clicked.
8 votes -
Contacts - Show transaction history report
To be able to see a proper transaction report of either outstanding or all transactions from the contact screen. All it gives you at the moment is a list of invoices and notes etc with no structure. If you could get a transaction history from that screen and an aged breakdown it would be really helpful, which you could download, without coming out of there and having to go to reports. It's so frustrating.
3 votes -
Dashboard - Add a Client Notes box
Add feature on the Dashboard for users with the Adviser permission to add client notes.
Purpose: Notes specific to that client can be held here so that other advisers who're less familiar with the client can quickly check what they need to consider when working specifically in that file.
22 votes
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