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  1. The relocation of ‘edit’ on the drop down feature of options within invoicing.

    Reason being, it is far too close to ‘copy’ and on a couple of occasions whilst invoicing I have selected ’edit’ rather than ‘copy’ which has caused some cash flow issues and time explaining to clients where the issue has arisen.

    By simply separating them on the drop down would eliminate the accidental selection. Once selecting ‘edit’ or ‘copy’ the only difference is once changes invoice number and the other doesn’t.

    2 votes

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  2. I would like to visualise how draft bills and invoices affect my cashflow, something which I know is not possible at the moment. This would allow me to predict how multiple open quotes & projects could affect my financing requirements. Could this be added in future?

    12 votes

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  3. Turnover per XERO and VAT declared Net Sales should be ideally Equal ,however often may not match and therefore need reconciling-which is important to understand the difference from both the YE accounts and HMRC point of view .

    There should be a report in XERO which can facilitate this reconciliation rather than use spreadsheets -which is time consuming when the information is already existing in XERO

    One of difference arising is -"The Date" invoice created and approved -are different and will report in different periods of the VAT return and Xero Sales Nominal Account

    Example -Invoice created and left as…

    1 vote

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  4. There should be a generate receipt option without having to create invoice first. This receipt should continue running numbers as invoiced.

    17 votes

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  5. Thank you for adding the ability to show both invoicing and delivery addresses on an invoice.

    Please may you add the same functionality to the quotes? And as a follow on, if this option is selected at the quote stage, continue this onto the invoice as well when it is created.

    Thanks.

    6 votes

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  6. Be able to change the branding theme without editing the invoice or unlocking the date

    4 votes

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  7. Delivery Address:

    To have the ability to add a delivery address when raising an invoice that can be printed onto the invoice. This would need to permanently save the delivery address to that invoice. When a new invoice to the same customer is raised then have the ability to enter another delivery address if required without effecting the previous invoice delivery address.

    74 votes

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  8. Increase the number of tracked inventory from 4000 to more, potentially on tiered plans.

    1 vote

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  9. A way to mark contacts as " preferred suppliers",( traffic light colours?) and a way to attach a document to this contact such as a hire agreement/ contract/ agreed rates/insurance documents etc.

    2 votes

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    Interesting idea around being able to mark suppliers as preferred, Catherine. It'll be good to get an understanding of the interest in this here.

    In terms of contracts, you can currently upload files to a contacts record which is where you could upload any contract, hire agreements, rates etc.

  10. The preview window that pops up when entering new bills is a bit small and you need to almost always zoom in on the pdf to read it.

    It would be great to be able to resize the different page components to make things a bit more readible.

    29 votes

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  11. At present when you create an invoice and then use the triple dot menu and "get Link" option you are presented with a overlay which gives you the Invoice link that you can give to the customer. But this link includes an extra querystring parameter utm_source - I want a setting that stops this being added to any links.

    The links currently look like this:
    https://in.xero.com/XXXXXXXXXX?utm_source=newInvoicingGetLinkButton

    And I want them to look like this:
    https://in.xero.com/XXXXXXXXXX

    They are long and ugly looking with the UTM parameter and current I have to remove this manually from every link. I also think adding…

    5 votes

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  12. Payroll:

    Allow changes to employees' regular earnings details even when a draft pay run is in progress. If an employee's rate needs to be changed, they should be unticked or deselected in the draft pay run.

    Currently, the entire pay run needs to be deleted, even if only one out of fifty employees needs a rate change, doubling the time spent on preparing the pay run. All calculations for overtime, leave, reimbursements, and deductions will need to be redone.

    Hopefully, this can be considered.

    Thanks!

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  13. Projects - Ability to copy time entries using web platform

    Currently you can copy a time entry using the Projects app but this function does not seem to be availible using the web based software. This could be added to the hamburger menu where at present the only options are edit or delete.

    6 votes

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  14. Sending a activity statement or outstanding statement from the mobile app

    44 votes

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  15. Be able to run depreciation as MACRS in Fixed Assets.

    7 votes

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  16. I would like to be able to add any available report into a practice Report Pack. At the moment, the available reports are limited to those within the Financial Statement realm.

    I would like to produce a report pack that had all the reports i need for my annual working papers:
    - Employee wage summary
    - Bank Rec
    - Tax depreciation report
    - GST rec reports

    etc etc.

    289 votes

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  17. Add feature to automatically follow up on quotes / send quote reminder *days before expiry or *days after quote issued — as there is with invoices. This feature comes standard with most other quoting interfaces.

    473 votes

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    Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.

    I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.

    When the teams resources open up and we can consider new development in Quotes like being…

  18. Set a default mileage rate for reimbursement in Xero expenses

    110 votes

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    Thanks for sharing and supporting the idea here, Community. We understand the needs and desire to set a default mileage rate for Xero expenses, however want to be upfront that this is not something we have plans for in the short term.

    Our product team are staying close to the feedback, and will continue to review this idea, so if there's any changes planned we'll update you of this, here.

  19. In Organisation Settings / email settings / templates
    Can we have a place holder to allow us to include our Account Number in the subject and body of our default emails to clients for invoices and statements

    10 votes

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    Thanks for the confirmation, Sally. We have some current work underway with the email send modal in invoices, however I want to be open that at the time the team are not extending to add new placeholders that can be used. 

    For now, as you may have found you can edit the default email to add the Contact Account Number before sending the invoice. Appreciate wanting something more automated and we'll continue to track the interest of this idea and share if there's any development. 

  20. I want to be able to add notes to rules I setup, but I don't want to use the description field as that shows on the books. I like to know why I chose not to set a tax rate on a rule, or if the business owner has told me something specific about a re-occurring transactions that they may not always provide a receipt for. I would like to have something to look back at so that I understand why I set it up as I did. Hopefully that makes sense?

    2 votes

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