2454 results found
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Contacts - Show information on one page
The edit contact format has recently been changed and I now have to click through multiple tabs to edit and view contact info. This is much more time consuming. I would like to be able to edit and view all contact info on one page.
403 votesThank you for all your feedback and impressions of the new contacts add/edit screen.
We can ensure you that the team's designs and flows were thoroughly tested with customers prior to release and there were strategic reasons for why things were designed the way they were. Still, sometimes things are picked up through the release of change to a full page like this, and it's been really good to get feedback from our community to help highlight areas of attention and opportunity.
The team have made changes that will have resolved some points raised in feedback here and we’ve noted these below;- ABN field now sits above the ACN field within Contact details
- Change to the requirements for entry of bank details so you can input data the way you’d prefer (this should have also resolved issues with processing of batch payments)
- All fields of your contact will now…
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Bills - Flag a Bill as 'in dispute / query'
Ability to flag individual bills as in dispute
Purpose | To enable review and ensure the business does not make payment for a bill when it's currently 'under query'
147 votesHi community, you may have seen our recent update on this like-minded idea for Sales invoice - Flag an invoice as 'in dispute / query'.
We'd like to confirm from a bills side of things that this is not something we have plans to develop at this time.
We're still interested to get a clearer understanding of users that'd like to see this developed for bills, and will continue to track this through the conversation here. If there's any change we will let you know on the thread here. Thanks
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Contacts - Allow multiple addresses for a single contact record
Ability to create and save multiple addresses for a single contact record
Purpose: Allow customers to map customer & supplier details against a single contact record
390 votesHi everyone, we appreciate wanting an update on multiple addresses.
As many will know here this idea requires a complex solution. We have 12 different products within Xero that rely on contact data as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero.
To build multiple addresses, we need to upgrade the technology across all these areas at Xero to make it feasible. However, as you’ll have experienced in some areas already, it's good that the work is well-underway now.
Recent change to Contacts reaches a milestone on our work beneath the surface to upgrade and prepare these products for new features. You’ll see more upgrades happening across Xero that’ll continue to help enable this work.
As things progress, there’ll be opportunities for some of you to support us with usability testing and we look…
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Bank Reconciliation - Show more statement lines per page
Ability to show more statement lines during reconciliation in one page.
Purpose: To save users time from scrolling and changing the page.
533 votes -
Customer Statements - Ageing (30, 60, 90days)
It would be great if we could add ageing on client/customer statements. (Current, 30, 60, 90 days) Many clients have requested that the ageing be displayed on their statements. Current, overdue and total isn't detailed enough..
335 votes -
Payroll: Employees - Upload/attach files in notes section
Xero - in employee section and only those with payroll admin rights can upload notes/documents such as medical certificates/TFN forms/super choice forms etc in the notes section to be able to track this better and with relevant payruns as well
376 votes -
Fixed Assets - Attach a file
Option to attach files to individual fixed assets
Purpose: Ease of reference, being able to attach files and documentation that related to an asset
387 votesHi everyone, thanks for joining and supporting this idea.
We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.
To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.
That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.
As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.
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Bank Reconciliation - Sort and Filter
Add Sort and Filter to the Main reconciliation screen.
339 votes -
Xero subscription invoice to be added automatically to xero for reconciliation
This should be automatically added to your account, rather than having to save to Xero manually each month
296 votesHi everyone, thanks for your inputs and support in this idea overtime. It makes sense that we should have a mechanism that allows our very own subscription invoices be automatically recorded to Xero with ease.
We've been developing Xero's automation capabilities and as part of this work the team are working on a new flow that'll enable businesses in AU, NZ and Singapore to opt into having their monthly Xero subscription bill sent as an eInvoice directly into their draft bills.
As we get to final stages I'll return to share when businesses registered for eInvoicing can take advantage of this feature. 🙂
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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.
237 votes -
Bank Rules - Ability to import and export
Allow users the ability to import and export bank rules.
This would save time having to manually create similar bank rules in Xero, and ease with new client organisation setup
249 votes -
Quote - Ability to have quote reminder
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.
211 votesAppreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
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Banking - Pay Bill electronically from within Xero
Ability to automatically pay supplier bills from within Xero, withouth having to login to online banking.
Purpose: To make it easier to pay bills, rather than having to jump between two different platforms.
264 votes -
Audit Trail Report
We desperately need an audit trail report available for advisors.
I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
1 - the ability to include an 'edited date' column
2 - the ability to include a 'notes' column
3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
4 - a unique un-editable transaction identifier for all transactions, not just bills/invoicesIt must be exportable to excel with…
232 votes -
Payroll - Historical Payslip Report (bulk download)
Create a report to show all payslips for an employee for a given time period. Currently these have to be downloaded one by one.
199 votes -
Contact - Notes section that's visible within all screens of contact's record
Ability to have a notes section in the Contact’s record.
Purpose: Users can easily add extra notes about their contacts.
188 votesHi everyone, over the recent months you’ll have experienced some of the change coming in Contacts with the new Contacts list view that was released in 2021.
We’re still working heavily in this space and the team have been continuing to iterate on the List View page and developing the Create/Edit view for a contact.
While foundational work is the primary focus for the team at present, new functionality like notes as you’re asking here aren’t in scope yet.Keep sharing interest and feedback, so we can continue to consider as opportunity arises.
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Batch Payments - Ability to 'split' when reconciling
Currently a client can upload a number of invoices and then create a batch payment for these invoices. When they make a payment for 1 of the invoices in the batch, you have to remove and redo the payment then match the separate invoice up, and then recreate the batch payment, excluding the amount which has now been paid. Would be easier if like with invoices, the batch payment could be split, saving the new to remove and then recreate the batch payment.
33 votes -
Email Settings - Ability to have separate reply-to email address
Ability to have separate ‘Reply-to’ email addresses within the same Xero organisation.
Purpose: Users can easily change the email address that they’d like to use when sending email from Xero, rather than having to go through settings to change it.
180 votes -
Sales Invoice - Include files attached to an invoice when sending
Ability or setting to default include files attached to an invoice when sending from Xero
Purpose | Steps are currently involved to include files that are on an invoice when sending the invoice to a customer, an option like this would ease the process of including files that a customer needs to have access to and see when they received their invoice
30 votes -
Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF
Would like a report showing a list of bank account number changes. This would show original bank account number, new bank account number, contact's name, date the bank account number was amended and who amended the bank account number and to be able to print this as a pdf. This would be of great benefit because of fraud and also our Auditor has asked if we can produce a list of bank account number changes for a selected period.
115 votes
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