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  1. It would be great to have a way of linking expenses on a project to an individual task so your invoices and quotes are much more streamlined and broken down into the tasks (especially when working on larger projects with many tasks and expenses)

    Something along the line of:
    when entering an estimated expense/expense into the project as well as having all the current tabs, having a another tab to 'assign to task' . When generating a quote/invoice you will then only have the task name and it will have combined the hours and materials listed.

    14 votes

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  2. Can Xero please bring back the function enabling the details to be printed with the Chart of Accounts. It was a feature when we converted to Xero, but is no longer.

    7 votes

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  3. When entering dates, can you please bring back the mouse scrolling function, where you could scroll down to go to the next month.
    Rather than now, we have to click the right button to go to next month.

    3 votes

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  4. Ability to change darker backgrounds in Xero.

    Purpose: White text against a Dark Background, is easier to see for the eyes.

    404 votes

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    Hi all, appreciate the interest in this idea and its importance to help reduce eye strain and headaches for improved user comfort, especially during extended usage.

    We understand that this has been a longstanding request, and we genuinely appreciate your patience and dedication to making Xero an even better platform for all.

    While this may be a function we look to explore in the long-term, we want to be upfront that this is not something we'll be developing in the near term due to the complexities involved and the need to prioritise other impactful updates. We know that this may be disappointing but hope that this provides some clarity.

    In the meantime, as some users have mentioned you may be able to use a third-party app like Google's High Contrast, which allows you to change the colour on your screen to make it easier to read.

  5. To make the user able to upload any type of file into the library in Xero.

    Purpose: To have more variety of file types that can be uploaded into Xero.

    7 votes

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    Hi everyone, there’s already a pretty wide range of accepted file types available for upload, listed here. Allowing any file type to be uploaded is not best practice from a security perspective, so we need to manage the file types available. For example, the XML file type can be used to perform a variety of attacks that we want to avoid to protect our customer’s data. For that reason we don’t have any plans to make the XML file type available. If there are other specific file types that you want to see, feel free to start a new idea per file type so we can gauge demand and assess associated risk.

  6. Add functionality for Apprenticeship Levy in Xero payroll for businesses with +£3m wage bill

    21 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  7. Overall Cash Balance widget for Xero Dashboard. I actually love the Overall Cash Balance widget for the app. Can we have that as an option for the Xero Dashboard for the web version as well? It's handy to be able to log in and instantly see the total cash for my business.

    6 votes

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  8. For Xero to expand their bank feed connections to develop a feed that supports Charities Aid Foundation (CAF)

    150 votes

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    Hi all, just updating the status of this idea to Accepted here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.

    We're also pleased to see in your comments here that CAF have introduced QFX file types for downloading transactions - this'll make manually importing more streamlined until a bank feed is made available.

    As per our last update, we appreciate all the interest a feed for CAF has gained and we want you to know this has definitely got attention from our product team, and something they hope to explore in the future however we can't provide any timeframes at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks

  9. 1 vote

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    Thanks, Merilda, for sharing your idea!

    We've reviewed it, and it's now available for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.

  10. Ability to only give new users quote access only.

    Purpose: Having more options when giving someone else access to Xero org.

    56 votes

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  11. Could you provide an audit record of dates when and which courses have been completed in My Learning to keep CPD log up to date?

    7 votes

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  12. As with the financial side in Xero and their history and notes section, it would be very useful to be able to track who has approved leave or timesheets in Xero Payroll. We need site on which manager has approved the leave application or timesheet to mitigate any risk of the wrong people approving these.

    14 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  13. When delete a file, do not automatically delete it from the linked transaction.

    I have had a client delete many of their files from the file library, as she wanted to 'clean it up'. This has in turn deleted them from all the bills/spend money transactions etc and we now have lost access to all the source documents and will need to reenter them.

    Even a warning that this would happen, would be better than just wiping everything.

    2 votes

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  14. Ability to export and import quotes in Xero.

    Purpose: Because putting quotes in/from a spreadsheet can make users better calculate future cash flow.

    181 votes

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    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…

  15. As you’ve found, right now it’s not possible to only show the organisations logo or to remove the organisation name from the email. This would help in customizing what is shown to recipients/clients.

    The best way to get your voice heard is by adding your thoughts to our Xero Product Ideas. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.

    I’ve included a link to the Xero Product Ideas page where you can view and support current ideas or create a new one to share your thoughts.

    7 votes

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  16. I always have my Xero dashboard open. I use it as my navigation starting point when using Xero. The Xero dashboard would be much more usable if 3rd party integrations were possible and developed. I personally would find it amazing if you would develop a widget to integrate Stripe into the Xero dashboard. This would save significant time and make Xero even more integral to my business an many other business. I utilise the Stripe payment gateway for my invoices and a Stripe widget that listed payments in transit, alerts for payments, etc would be wonderful. Please consider such…

    6 votes

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  17. In the files inbox, when I want to rename or delete a file, I cannot do so while looking at the contents of the file. I must close the file and try to find it amongst the dozen or so files sent by a dozen different people, and then rename or delete it. I would like to be able to rename the file while I have it open.

    Similarly, I would like to delete files from the inbox while looking at them - I get a LOT of forwarded email threads, and every logo in every footer shows up as…

    11 votes

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  18. We have a lot of personal expenses (reimburseable) and no company expenses within our business - when employees input their expenses it defaults to company money.

    Occasionally these slip through the net and aren't changed prior to approval.

    Can we switch off 'company money' in expenses - or can we set 'personal spend' to be the default option?

    5 votes

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  19. Ability to allocate credit notes to a customer.

    Purpose: To save users’ time rather than having to manually go into the Billable Expenses, outstanding report, find the original invoice and edit it to remove from recharging the client.

    45 votes

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  20. Ability to revalue an asset in Xero.

    Purpose: Because some assets need to be re-evaluate. Especially for businesses that holds property with its value increasing

    117 votes

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    Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.

    As a global business with many requests for our different regions and needs, we are not able to build everything at once. 

    We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.

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