4794 results found
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Invoicing / Quotes - Omnipresent 'Save' button
Please make the “Save Button” omnipresent, so it hovers/tracks the page and wherever the user is working, while building Quotes & Invoices...
I keep having to scroll up to the very top of the page, in order to hit “Save” - and found when moving too fast, i can accidentally skip back, losing changes, and then having to start again.
1 vote -
enter key decimal point
The old version we used to be able to hit the Enter button whilst we are keying in the number keys to the right of our keyboard. In the new version we have come to realise that the Enter Button makes the decimal points pop up... instead of just being able to put in 50 for fifty dollars. I have been using the Enter key over near those numbers on the right since xero began and I am really hoping this is fixed ASAP if that is ok please
1 vote -
Bank Feed - Anext Bank (SNG)
Adding more banks in Singapore for the bank feed in Xero.
Example, adding Anext Bank into Xero. Will benefit small businesses who are using digital bank like Anext Bank.
4 votesHi Wilfred, appreciate you sharing in Product ideas. It helps to get a sense of interest in the specific bank you'd like us to connect with, so I'll update the title of your idea here for Anext Bank. Welcome to start new ideas for other banks you'd like to see us connect with as well.
Along with this we'd also recommend sharing this link with your bank to let them know you'd like to see them connect with Xero, and they can fill in the form if they're interested in Partnering with us. While we don't have any direct plans for this atm, we'll share if any are made with you here.
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Quotes - Ability to archive quotes
I am trying to archive legacy quotes - I have followed your instructions but when I highlight the selected quotes, there is no option button for archive?
We want our quotes section to a more true reflection of the current business activity but at the same time do not want to have to delete legacy quotes. There is a need to archive similar to Inventory feature.
4 votes -
Invoices/Bills - Feature to 'write off' as bad debt
At the moment, you need to raise a credit note to write off a bad debt, which then records the invoice as "paid" which is extremely irksome, and factually incorrect. There needs to be an actual "write off" option so that the debts don't show up constantly in your reports and you can claim a tax deduction for them, but they don't get recorded as paid.
659 votesHi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
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Cash flow - add invoice or bill number to "What" description
Can the bill or invoice number be added to the description shown when Xero automatically adds it to the short term cash flow. See picture for item added manually where we add the bill number and then item added by Xero where none is shown. This will really help where we have multiple items for the same customer/supplier for the same amount.
3 votes -
User Settings - Option to update name without changing historical data in org
Allow to change user name for a specific email, without changing the name on 'ALL" historical notes on profiles.
Currently, if i have a new user/employee doing the same roll and a previous user/employee, with the same email/log in; if i change this user name, ALL of the notes for that email account log in get changed to the current user name, so it is difficult to make out who actually made that/those notes without looking at the dates to work out when that person/started or left the role!2 votes -
Dashboard - Ability to export graph of bank account
export graph of bank account - the image of a decreasing bank balance in the form of a graph over a period of up to 6 months is very telling, please could the image already available be accessible as a download so this can be shared with business owners
1 vote -
Bills - Improve Contact Matching for Bill Imports
The current bill import functionality relies primarily on contact names for matching, which creates two significant problems:
1. Unreliable Contact Matching
- Contact names can change over time
- Even minor differences (single character) result in creating new duplicate contacts
- No fallback to more reliable identifiers
2. Character Encoding Problems
- Special characters (e.g., apostrophes in names like "O'Connor") cause import failures
- This particularly affects common surnames and business names
Proposed Solution
Implement a hierarchical matching system for contacts during bill imports:
- First attempt: Match by account code
- Second attempt: Match by database ID
- Final fallback: Match by contact name
Benefits
- More reliable…
1 vote -
AU Payroll | Timesheet - Ability to round time Up/Down
Other programs allow for rounding of time in timesheets to blocks of time.
Having the ability to round to blocks of 15 minutes is a request of one of my clients as their old program allowed for this.
1 vote -
Xero me receipts added to Invoices
I use Xero Me to upload expense receipts and assign to a client. I rename the photo of the receipt so that it should be traceable. The expenses are then visible when I create an invoice for that client. All good so far, however, there are two things that could be improved:
There is no option to add the receipt file to the invoice when the expenses are added. Very often clients want to see the original invoice when expenses are charged back at cost.
The expense files are saved in the fie library, however, the names I have given…
3 votes -
Invoices - Ability to set "Ask a question" replies to be sent to the organisation delegated email address
Currently, when a client clicks on "Ask a question" when viewing their invoice. This message is sent to the staff members personal email that created the contact in Xero rather than the delegated email address the organisation has selected in Email settings.
What if the staff member no longer works at the company or these emails are being missed as they are not sent to the organisations delegated email?
22 votes -
Payment service - Ability to test stripe integration
Allow Xero to connect to a Stripe Test account, so we can create a temporary Xero account and test the Stripe integration, knowing completely what it will do with other integrations, how to train staff and manage edge cases of transactions.
1 vote -
GST Audit Report - Select a specific entry to view from the report, back arrow should take you back to where you left the report
Currently when you are viewing the GST Audit Report , you can select an item to view in more detail. When you back arrow to return to the GST Audit Report, Xero takes you back to the first item on page 1, not at the position where you left the Audit Report . It would be beneficial to the user, and would save a lot of time scrolling, if Xero returned the user to the position where they left the report.
4 votes -
Analytics Plus - Incorporate GST prediction in Short-term cash flow projection
We use Analytics Plus Short-term cash flow projection, and it is great.
Given the GST returns are generated through the information entered into Xero (Bills & Invoices etc.), and the payment date also known, is it possible to incorporate a prediction of the future GST payment?
9 votes -
Pay Day Superannuation
The ability to make pay day superannuation contributions (on a weekly basis) prior to the government mandated deadline of 2026.
3 votes -
Budget Reports - Ability hide selected accounts
The ability to remove the nominal accounts from a budget or show only selection of nominal accounts on a budget report. This would be useful so we can send budget owners a reports which shows only the budget lines that they are interested in and keeps actuals and forecasts in other nominal codes confidential.
6 votes -
Invoice reminder - Auto include PDF of invoice
In invoice reminders you do not have the option to add the original invoice as a PDF. My customers accounting teams do NOT follow links in emails (against security policy), but can read an attachment (as long as it is PDF). I would like this added as an option on invoice reminders.
63 votes -
Timesheets - list current employees first
At the moment, when we click into Timesheets, it always defaults to Status and it lists old employee timesheets first. I have to search timesheets frequently and it's much easier if I had recent employee timesheets appear first, rather than ones that are outdated or no longer employed. It's time consuming and frustrating re-sorting by clicking on Last Edited every time. I would like to see all the current timesheets first in the list.
2 votes -
Allow current date to be generated in repeating invoice reference field
Instead of the currently available [Week] option in the repeating invoice reference field, which only shows the week number of the year, for example '34', instead allow the option for custom text that includes the date. For example to enable the customer to understand that the invoice being sent is for work that was undertaken during week ending 18/08/2024, which you want to display as WE20240818, you could allow something like this in the reference field: 'WE[yyyymmdd]'. This mitigates the issue of customers having to work out the date that e.g. week '34' applies to when reconciling invoices in Xero…
2 votes
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