4723 results found
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New invoicing - Send invoice via sms from laptop
I like to be able to send an invoice to both email and SMS at the same time from both laptop and phone
2 votesThanks for sharing how we can improve sending via SMS for your business use. This is something our team ave started exploring, so we'll keep you updated of any news of being able to send both SMS and email at once, here.
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Contacts - Record / copy of the statement email attached to the contact profile so you can see the history for debtors managem
Have a record / copy of the debtors statement email attached to the contact profile so you can see the history for debtors management.
1 voteHi Matthew, this isn't automated however you can manually upload an attachment of the contacts statement to their record for this purpose.
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budget variance report
Variances for expenses to be correct, ie, an underspend is a positive variance and and overspend is a negative one. This will require a slight change to the variance formula in the report.
1 vote -
Xero Projects - Allow Users to print their own timesheet
Limited Projects Users should be able to print a timesheet. Those who are subcontractors require their own records, and this saves duplication. Clients often require timesheets to be signed, and the person who entered the time is usually the best person to arrange this, however they cannot do so unless they can print their own timesheet.
4 votes -
Repeating Invoice - automatically calculating days of the month in the qty field
Repeating Monthly Invoices:
Can we have a feature where monthly invoices have the ability to automatically calculate the days in that month based on the date in the "next invoice date". Therefore it doesn't need to be manually changed. Eg Monthly repeating invoice. next Invoice date - 1 November 2024. Qty - 30
3 votes -
Invoicing - Import with Sent status
Make it possible for imported invoices to be marked as sent when importing them.
Perhaps an additional column in the template Mark as sent status "Y for sent N for not sent"
If this is not possible the ability to bulk "mark as sent"
this would eliminate the issue of individually opening each invoice to manually "mark as sent" to activate the auto invoice reminders2 votes -
AU Payroll | Pay Items - Date driven (add start & end date)
Can we please have the ability to add effective start and end dates against pay items. For example, a deduction may only be for 10 weeks at a set amount. Rather than having to setup multiple notes offline to remind us of this, can't we have this function setup in the payroll system so it only deducts the amount over the set period specified?
2 votes -
Add VAT to Stripe fees that automatically feed into Xero
When the Strip transaction fees come across for UK customers, the VAT box states 'NO VAT'. All Stripe fees are VATable so the VAT box should be '20% VAT'
Currently have to go into each transaction to change this manually.1 vote -
MFA | Role that can enable another user to reset multi factor authentication
Have a designated advisor / subscriber have the ability to remove multi factor authentication from a user so that a new method can be set up by the user.
Purpose: For those businesses that have operators which are not tech savy, having either the subscriber or the advisor who holds a professional membership / qualification, who have passed ID verification processes, let the designated person have the ability to toggle off multi factor authentication so that the user and re set up their authentication process so that when their phone is lost or stolen and their alternative entry points don't…
12 votes -
New invoicing - Attach more files to invoice when sending/resending
I'm currently re-sending an invoice (manually sending a reminder) and I'd like to attach the email delivery receipt (which I have because I originally sent the invoice to me and then forwarded to the client from Outlook but that's a different set of bugfix/feature requests) as a file to the reminder. The only way to do this at the moment is to back out of the invoice sending screen, attach it to the original invoice and then send the invoice with the attachments both old and new.
I'd like to be able to attach things to the invoice email when…
2 votesAaah I see, thanks for the extra detail, Freya. Appreciate where you're coming from. With a few other items of focus for the team in this space atm, I do want to be open that there aren't any plans atm, but we'll track the interest here, I'll make sure this extra detail gets back to the team, and can share if there is any change to update you on, here.
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Projects - Repeating projects
Would it be possible to set up repeating projects? IE if I do the same work for a client each month to save me keep setting up a new project could I choose for it to be a repeating project?
7 votes -
New Invoicing - Show quantity in Item drop down
You've finally forced us into the new invoicing. Lots of promises were made to fix what was broken with it. Unfortunately these promises are just as broken as the new invoicing. Here's what needs fixed:
When a new invoice comes up automatically set the focus to the name field so it's ready to receive data. Have to click on it.
Fix the date field. If I use the down arrow key it opens up the date widget But then using the left and right arrow keys should move the date off of the current date to either tomorrow or yesterday.…
1 voteThanks for your feedback, Randall. I want to assure you we're still working on features and improvements within new invoicing.
In order for others in community to know what they're voting for and help our product teams get understanding of the specific changes our customers would like to see it's best that these are tracked separately on product ideas site. There are existing ideas for some of the points you've raised here.
Relating to your point on the date field - I'd recommend connecting with our specialists to confirm the behaviour that you're getting and the specific date field this is related to. Once you press enter or space after opening the calendar widget you should be able to use your keyboard arrow keys to navigate the calendar.
I'll update the title of your idea…
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Workpapers - custom tables do not export to pdf
Workpapers 'Custom Work Programme' custom tables do not export when - the space where they should appear is blank / incomplete.
We don't really understand why the workpapers would allow tables that cannot be exported, as from our perspective the purpose of workpapers is to guide and record preparation procedures followed.
From our perspective this is not a product idea request but rather an oversight or error that needs to be resolved.
1 vote -
NZ GST - Late claims report for previous financial year
A GST report that showed the late claims that relate to the prior financial year.
1 vote -
Bank | Reconcile period - Allow copy & paste with '$' symbol
Thanks for adding this feature. I'm trying it and I noticed that if you copy and paste a value with a $ in it, it will not paste properly. Sometimes when you copy paste opening or closing balances from PDF it copies including the dollar sign.
Please allow to paste the value with the $ in it.
Also, there doesnt seem to be any way of deleting a draft period. Please consider adding a small garbage bin icon in the period list and inside the period.
Thanks!
1 voteGreat to hear you're making use of Reconcile period, Alvaro. Taking your comment from the idea here. I've split this into 2 new ideas; one for deleting a draft period, and this one for being able to copy and paste amounts with a $ sign.
We'll start to track the interest from community in this here 😊
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Bank Reconciliation - Recording refund through bank reconciliation tab
Recording refund through bank reconciliation tab rather than doing a cash refund on the bill/invoice
51 votes -
Inventory - Warning of item code duplicate
Item code duplication notification prior to adding all the purchase and sales details or if it is duplicated make it editable while entering invoices without having to go out and into the inventory tab.
1 voteThanks for your feedback, Sue. Not something we have immediate changes for but we'll begin to get a sense of the interest from your idea here.
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Contacts - Add customer's invoice payments to Contacts
Please put the customer's payments on the activity page so it is easier to see what payments went to which invoices. Seeing that an invoice is paid isn't enough information if the customer has questions. It would be nice to see WHICH payment is applied to an invoice.
44 votes -
Unassigned account Code
We need to be able search for items which have no account or account code allocated to them in error. There is no way to search for 'unallocated Accounts' under account transactions.
2 votesHi Charlotte, appreciate your idea however need a but more information to categorise and share with the right team. Is there a type of document you're looking for this information in? For example sales invoices, or bills?
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Xero Projects - Edit Default Work Week
Ability to change the default work week for entering and viewing time entries in Projects.
Purpose: Allows us to easily view employees time in the work week that we use for an outside Payroll.
2 votes
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