4692 results found
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New Invoicing - Approve & email + add another option
Hi Kelly, could we have approve + email plus add another invoice on the same option drop down please, saves soo much time 🙂
5 votesThanks for the suggestion! I've made sure to pass your feedback on to the the team, we don't have any immediate plans for this but will be good to build the interest of this here and I can keep you updated if any plans are made.
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New invoicing - Ability to set 'days due' when sending invoice
An option to see how many 'days' due in preview section for the new version of invoicing
Could we have an option in xero please to select 'due 30 days' from when we approve/send an invoice ?
In the classic invoicing when you preview it (before approving and sending it) it would always say how many 'days' it is due as well as the 'due date' this helps as we expect payment within 30 days of the customer receiving the invoice not 30 days from the invoice date.6 votes -
UK Payroll - Bulk imports such as tips
We currently need to manually enter additions such as tips to several employees which is time consuming. It would be nice to enter all the tips with one CSV import into Xero.
4 votes -
Invoices - Ability to batch print packing slips
Batch print packing slip
We are able to batch print invoices through the awaiting payment page, but having the ability to batch print packing slips would be great. Having to click in and out of invoices to print the packing slip for multiple entries daily takes quite a bit of time. Can this feature be added?
21 votes -
Bank Feeds - Automatic Bank Feed with Maybank
Since October 2023 automatic bank feeds with Maybank are not working anymore. Before that, they worked perfectly fine, but since then they are not working, and have not been restored from Xero ever since. As per Support there is a technical problem, and they are working on fixing it for over a year now. So this is not even a new idea, but only the request to restore an important feature that already existed before. Please work harder on fixing this issue!
1 vote -
NZ Payroll - Set a Fixed Amount to be paid into an employee's bank accounts
Option already exists to have multiple bank accounts, however If bonus etc is process separately this option doesnt work as its a different pay run, it would be good to have a fixed amount option that lasts for the month and then re-sets, regardless of how many times employee is paid, after fixed amount is paid, balance goes into different account for that month and then re-sets
1 vote -
Quotes - Option for feedback when rejecting
The idea is to develop a function for our clients to retrieve instant feedback from prospective customers on the rejection of a quotation they have received.
This can be in the form of an automated dialogue box where the prospective customer can give reasons/comments as to why they have rejected the quote i.e too expensive, found a better deal, specifications - lack of or incorrect etc.
This will save the customer time to know instantly what the problem is so when do give the prospective customer a call, they have a prepared response and enquire further as to how they…
2 votes -
Reconciling | Add Details - Highlight bank feed Description
During reconciling, when adding details - Description section coming from bank feed could be auto-highlighted saving time, allowing it to be changed more easily, rather than having to mouse across to select or (triple tap trackpad). This way if it didn't require a change of description, we can tab across. But having it automatically selected when tabbing through fields would be amazing if possible. eg. of highlighted area attached.
2 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?
27 votes -
Fixed Assets - Option to Show Depreciation Expense in Cash Basis Reports
This is an ongoing issue for a lot of accountants, as seen in the forums: https://central.xero.com/s/question/0D51N00005Ok9naSAB/regarding-depreciation-not-appearing-on-cash-basis-reports
111 votes -
Bank Reconciliation - Show invoice due date as well as issue date
It'd be great if we could view the invoice due date as well as the issue date while reconciling payments.
1 vote -
Customer Statements - Include prepayments
Customer Statements - Would be good if customer statements could include a prepayment balance somewhere on the statement. My client receives a lot of prepayments and would like customers to be able to see at a glance their remaining credit.
11 votes -
Collect payment in xero - Stripe
Is there any plan to add an option for collecting payments through Stripe directly within Xero? Often, when I call customers for payment, I am in Xero looking at the invoice, and the customer wants to provide a credit card for payment. Currently, I have to log in to Stripe to process the payment. It would be much easier and more efficient if I could charge the client directly from the invoice itself, don’t you think?
1 vote -
Contacts - View all transactions history & notes from contact record
Ability to go into the contact/client and see all notes under history and notes also the notes that are made under an invoice for the client. So ALL notes are in one place and users don't need to run a report to check a note. The former Xero layout had this. Invoice notes showed up under history and notes for the client in the old Xero layout before July 2023.
31 votes -
User Roles - Select which reports a user can access
It would be useful if a feature was added so that when granting access to users you can choose which reports they have access to. At the moment, in order to give any member of a business access to see any report they may need or find useful they will also have access to view far more intrusive reports like full Profit & Loss reports and Balance Sheets. A current situation we are trying to deal with is that our client would like one of their managers to provide them with estimated figures for specific expenses in order for them…
2 votes -
AU Payroll - Show Reimbursement total in pay run overview
When you view a payrun, the breakdown at the top shows: Earnings, Taxes, Superannuation, Net Pay, Status & Payment Date.
When you view the details for any of the employees there is an additional field for Reimbursements at the top of the screen.
It would be great if the reimbursements total was also shown on the pay runs summary screen to quickly review and identify the total.
Especially when the clients run their own payroll and we are just reconciling.4 votes -
Reporting - Add a Forecast in addition to a Budget, and include in Profit & Loss
Ability to insert forecasted figures into Xero and run a forecast report alongside the budget report. We get to half year and assess how on track we are with budget and more often than not it makes sense to adjust the forecast numbers for the remainder of the period but not lose sight of what the budget was in the first place.
If we're able to run a report with actuals for YTD and forecast for the remainder of the period it would be hugely helpful33 votes -
Invoices - Apply Autopay to multiple invoices at once
Allow autopay to be applied to a group of recurring invoices, rather than having to enable it on individual invoices. This would be useful for turning Autopay on for a number of invoices for the same customer or turning it on for a number of invoices for different customers.
2 votes -
Checks - Format cheque stubs to only show a summary
I propose an update to the formatting of the cheque stubs so that summarize the list of bills that are being paid by cheque on the stub, not the individual line items.
I have a client that owns 12 franchise restaurants. Some of the bills that are received have to be split 12 ways. if multiple bills are received, we're looking at that many more lines on the stub. Can we please update the format of the stub to summarize the bills that are being paid to avoid confusion for vendors?
The attached stub is a payment for 3 bills.
4 votes -
New invoicing | Copy to - Don't copy Reference Number
When copying an existing invoice to a new invoice, the reference should not be copied over as well or the user to be given the option to not copy the reference number to the new invoice.
There are many times, reference number is not updated or removed and then needs to be fixed at a later point.
1 vote
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