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4871 results found
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Quotes - Quote status between Accepted and Invoiced
After the customer accepts the quote, we need to book the work in. It doesn't get invoiced until the work is complete. It would be helpful if we could add an "Expected Start Date" to quotes after they've been accepted, or at least be able to mark it as "Booked".
2 votesHi Brian 👋 Thanks for for letting us know the changes that matter to you, especially when it comes to managing the progress of your quotes.
We've reviewed your idea to add more detailed statuses to quotes between the 'Accepted' and 'Invoiced' stages, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this idea could improve their experience with Xero.
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Bank Rules - Ability to search by Account Code
It would be very useful to be able to search bank rules for an account code, since account codes cannot be archived/deleted if there is an associated bank rule. I eventually found the relevant bank rule but it was very time consuming to go through each bank rule individually - there can be hundreds of bank rules.
4 votes -
Applications and invoices for construction company
Have the ability to post a application before the invoice is received.
2 votesHi Danielle, when you say you'd like to post an application. Could quotes potentially be a fit for this purpose here? Otherwise could you share a bit more detail on what would be needed to record the application in Xero.
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Check remittance advice from contact record
Ability to send or check remittances from individual contact page
When a supplier requests a copy remittance it would be easier to be able to go into their contact page and check/send a remittance from there instead of having to look at the batch remittance and send from there.4 votes -
Reporting | Publishing - option to include cover & contents by default
Small request: Include the cover & contents page by default, please.
The following is info from a Support webpage... Publish a report from the Drafts tab. In the Accounting menu, select Reports. Select the Drafts tab. Click the menu icon kebab style menu icon to the right of the report you want to publish, then select Publish.
(Optional) You can apply different publishing style options depending on the type of report:
[Include a cover and contents page] < Can this be marked to include by default instead of having to check mark them to be included every time that I almost always do? >
Small request: Include the cover & contents page by default, please.
The following is info from a Support webpage... Publish a report from the Drafts tab. In the Accounting menu, select Reports. Select the Drafts tab. Click the menu icon kebab style menu icon to the right of the report you want to publish, then select Publish.
(Optional) You can apply different publishing style options depending on the type of report:
[Include a cover and contents page] < Can this be marked to include by default instead of having to check mark them to be included every time that I…
1 voteThanks again for your idea, John. Appreciate I reviewed this a few months ago, and while we still don't have any plans at this stage it'll be good to get a sense of interest from others here.
Make sure to share with any colleagues that may also find this helpful, so they can vote too!
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Please make archiving and restoring contacts more intuitive and user-friendly
Make archiving and restoring contacts more intuitive and user-friendly.
Option for archiving contacts should be select from drop-down menu or click on "the 3 dots" and select.
Having to find an historical invoice allocated to an archived contact in order to restore them is super-unhelpful and counterintuitive. MUCH better to include archived contacts in Contacts options and include a "Restore" option via "press and hold", drop-down or the 3 dots.
1 voteHi Bradley, have you tried archiving and restoring contacts from the Contacts list? From here simply select the contact/s you'd like to archive and you'll see the option at the top of the list turn blue for you to click.
When you'd like to restore a contact you'll find the Archive tab as an option from this same screen, where you can click on the contact to open it's record and there is a blue Restore option in the top right.
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Repeating Invoice Template - Date Placeholders to show as YYYY MM
In Recurring invoice templates provide date placeholders in numeric form, so you can format as YYYY MM, e.g. 2024 12, 2025 01, 2025 02 etc. Rather than the most similar option of 2024 December. This would also be beneficial within the decriptions of the lines to show dates from/to e.g 2024-12-03 to 2025-01-02 (for a monthly subscribtion or similar), instead of it populating as 2024-December-03 to 2025-January-02.
5 votes -
Expense Claims - Split expense claims over multiple projects
Ability to be able to add multiple line items to expense claim bill, like a normal bill, when expense claims are submitted through Xero Me. When a singular cost is associated with multiple jobs, being able to add a second or third line etc to divide this cost within the bill and assign to project accordingly would be far better than having to upload the same expense claim multiple times with different portions of costs allocated.
When in "Bill Expense Claims" once the expense claim has been approved, under the "Bill Options" there is only the option to "Void" unlike other bills the have the "Edit" option.
Ability to be able to add multiple line items to expense claim bill, like a normal bill, when expense claims are submitted through Xero Me. When a singular cost is associated with multiple jobs, being able to add a second or third line etc to divide this cost within the bill and assign to project accordingly would be far better than having to upload the same expense claim multiple times with different portions of costs allocated.
When in "Bill Expense Claims" once the expense claim has been approved, under the "Bill Options" there is only the option to "Void" unlike…
7 votes -
Xero for Sole Traders
Xero needs to create a subscription purely designed for sole traders.
Applications like hnry are alot more user-friendly and a subsciption plan designed purely for sole traders who want to manage their own returns would be great. It would also be ideal to have the subscription cost refined for this type of usage also2 votesHi Shyam, this likely depends on your needs as a Sole trader and the type of features you need when using Xero. If you're wanting to process payroll for yourself the Ignite plan offers this for 1 person, as well as access to many features across Xero that will help you record expenses, track and manage your business on Xero. Is there something in particular about this plan or it's offerings that don't fit your needs? See more of our plan offerings on our website.
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New invoicing - Option to Approve, send eInvoice and email with one click
I raise invoices for clients who provide services to government departments and have project managers involved. This requires me to send an invoice to the accounts department who may have einvoicing and to the project manager who does not have access to the financial software and therefore requires a copy of the invoice which also confirms to them that the invoice has been submitted to accounts. Would it be possible to have another option when preparing an invoice to Approve, Send (as an e-invoice) and Email all in one process?
3 votesInteresting to here your feedback here, and would be good to get a wider sense of customers that have similar scenario here. We don't have any plans for adding this option atm, but we'll update you here if anything changes. Thanks
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Projects - Include supplier name in Tasks & Expenses
When in Projects - Tasks & Expenses - it would be really handy if the supplier name was included.
When adding bills, I have to remember to add the supplier name in the bill description before adding the bill info.
Attachment 1 - shows bills in projects without manually typing in supplier name when adding bills
Attachment 2 - shows bills in projects with manually typed supplier name9 votes -
AU Payroll - Show Annual leave in the General Ledger
We need to be able to account for annual leave transactions in the general ledger but Xero does not currently facilitate this. Is there any chance that an update will be done which will allow this? I know that this has already been raised but it is baffling as to why a basic payroll/GL integration is lacking.
2 votes -
AU Payroll - Workers compensation
Workers Comp pay item leave accrual idea.
There is an option to "Accrue Leave for this Earnings Rate" when setting up the WC pay item.What would be good is the option to accrue for AL or PL separately as this alters according to state law eg in WA, AL is accrued but not PL on WC payments.
17 votes -
New Invoicing - Allow fields to be populated in any order
New invoicing forces you to populate fields in order and I cannot set the tracking code until the description / amount et al are filled.
Please can the ability to populate in any order just classic invoicing
38 votesIt’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
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Bank Feeds - Square bank feed integration
Please please please Xero can you work on a proper Square bank feed integration so we don't have to keep using Amaka or other 3rd party connection apps!!!
Why can't we connect Square as a bank account with a feed similar to Stripe?!?! We are in 2024, square has been around for 15years!!I have so many issues with Square! And it is one of the most widely used payment processors!
A recent example -
A client has a coffee van and uses it to take payments for cups of coffee. I had to setup the Amaka integration so that the sales come through as a daily sales invoice, then the fees come through as an expense. These come through as reconciled. Then the transfer comes into the bank account, we allocate it to the Square account and always have to go in and manually mark as reconciled in Square. This is not a huge drama, but now that I have talked the client into doing his invoicing out of Xero instead of square (he invoices businesses who book him for events) the invoices may be paid via Square and this doesn't convert to the Square Balance account automatically! The client has had to go in and manually mark them as paid. Did so to the bank account instead of the Square Balance account so i have had to undo them, and redo. I then need to apply a credit in the square balance account otherwise the sales are doubled up from the daily sales invoice from that day!Amaka is also a horrible add on. it use to be ok, but i have also had heaps of issues with the GST not coming through correctly and on a couple of clients who aren't even GST registered, i had it all set as BAS Excluded in the settings, then something changed and all of a sudden the sales were coming in as BAS excluded but still had GST added to the bottom of the invoice. So it wasn't as simple as just recoding them!
Long story short... GET A SQUARE BANKFEED!!!! (LIKE STRIPE)
Please please please Xero can you work on a proper Square bank feed integration so we don't have to keep using Amaka or other 3rd party connection apps!!!
Why can't we connect Square as a bank account with a feed similar to Stripe?!?! We are in 2024, square has been around for 15years!!I have so many issues with Square! And it is one of the most widely used payment processors!
A recent example -
A client has a coffee van and uses it to take payments for cups of coffee. I had to setup the Amaka integration so that…34 votesHi everyone, thanks for sharing your feedback on a direct bank feed for Square. We understand that using a third-party integration isn't always seamless and that a direct feed, like the one for Stripe, would make life easier when reconciling your payments.
As noted by others here, the current solution is to connect an app from the Xero App Store to bring your Square transactions into Xero, or you can continue to manually import these.
Right now, building a direct bank feed for Square isn’t in our plans. We're continuing to monitor the interest in this idea, so please keep adding your votes and comments as it helps us see the demand.
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Inventory - Add a Description column or preview to the Products and Services list
The option to view the product descriptions when in the Product and Services list should already be a feature.
Many of our products have an abbreviated item name, with the description containing the expanded product information. Opening individual products to view the description takes a significant amount of time as we have over 1,500 items.
It is also the product description, not the product item name, that appears on invoices to customers, so it only makes sense to be able to view the descriptions from the P&S list.
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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AU Payroll - Employee Summary report include employee group name on the report
when printing or saving the employee summary report x group the name of the group doesn't appear. If doing multiple groups, this makes it difficult to know which group is which when referring back or from printed reports.
19 votes -
Increase bank account, Invoice and Bill transaction limits
A big request to please increase bank account, Invoice and Bill transaction limits per month (i.e. from 2/4k to 10k+ at least).
6 votesHi Kyle, it's necessary to have some limits in place to prevent performance issues, and I want to be open that we don't have any plans to increase these in the near term.
I'd recommend raising a case to connect with our Xero Support team where our specialists can get more detail from you to understand how you use Xero and possibly make suggestions so you can still achieve what you need using Xero.
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Dashboard - Add Business Snapshot widgets
add specific tiles to xero Dashboard from Business Snapshot.
I would like on my dashboard 3 main tiles
1. Revenue by month, 3 mths 6 and 12 months shown as options
2. Expenses the same
3. Financial Position this year by Rev, Expenses & Profit.
Is this doeable???4 votes -
JAX - Import Supplier Bills
I would like to be able to drag and drop supplier invoices as PDFs into the JAX chat window as attachments.
JAX should allow me to include additional prompts before processing the invoice.
For example, how to handle different situations such as shipping and taxes listed in the supplier invoice.
It would also be great if JAX could support currency conversion.
For example:
- Please import these bills and update the supplier contact details.
- Assume the bills are tax exclusive.
- Assume that the amounts on the invoice are MXN pesos and convert these to USD assuming the following USD exchange rate.
Once I submit the prompt including attachments, the draft bills should be created for me and automatically attach the supplier invoice PDF to the draft bill.
This would be a fantastic timesaver!
I would like to be able to drag and drop supplier invoices as PDFs into the JAX chat window as attachments.
JAX should allow me to include additional prompts before processing the invoice.
For example, how to handle different situations such as shipping and taxes listed in the supplier invoice.
It would also be great if JAX could support currency conversion.
For example:
- Please import these bills and update the supplier contact details.
- Assume the bills are tax exclusive.
- Assume that the amounts on the invoice are MXN pesos and convert these to USD assuming the following USD exchange rate.
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2 votesAppreciate you separating out the different ideas you have for JAX on the site here, Mark. This has also been shared back with our team.
We'll begin to track the interest from the community in being able to use JAX to import supplier bills here.
In the meantime you may find the Upload feature in Bills handy for this sort of entry - however just to note it doesn't support currency conversion atm so will still require manually updating to reflect the correct currency.
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