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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.
150 votes -
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.
23 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
116 votes -
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
86 votesHi everyone, wanting to update you all of the teams work here.
We're currently investigating work required for delivering the ability to create and save multiple addresses for a single contact within Xero.
As we confirm more detail around this we'll share with you all here.
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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
128 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.
104 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.
65 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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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
78 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..
61 votes -
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.
84 votes -
Sales Invoices - Set defaults for attach PDF and send a copy in new invoicing
Auto select option to attach a PDF copy of the sales invoice by default.
Purpose: Save time having to manually tick the option to include PDF when sending an invoice in new invoicing
166 votesThanks for on-going support and input to the idea here.
We appreciate the importance of being able to attach a PDF of the invoice when it is sent from Xero and as an immediate action the team have made an update to the behaviour.
Now, when you send customer invoices from Xero 'Attach PDF' will be selected as a default.
We're continuing to monitor the feedback and usage in this for consideration of further change.
💡 To help the team, we’d love some more insight from you all on how the default would best work for your business?
For example, at an organisation level - where all invoices sent from the organisation could be set to attach PDF? Or at a user level - where each user in an organisation could choose whether invoices they send have attached PDF?
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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.
60 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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Reconciliation - 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
62 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.
53 votes -
AU Payroll - Sort by Surname
To be able to sort Pay Employees by Surname and it holds them in that order instead of refreshing
27 votes -
Reconciliation - Bulk 'OK' for reconciling bank transactions
Ability to select multiple/all transactions during reconciliation.
Purpose: To save users time from having to reconcile the transactions one by one.
48 votes -
Customer Statement - Send an overdue invoice statement
The option to manually or automatically create an overdue statement for late paying customers
56 votes -
Reporting - Show date and time stamp report was run
Ability to show date and time stamps, to see when the report was run.
Purpose: This will help users to do their Audit Trail.
51 votes -
UK Payroll - Set up a Standard Week / Work Pattern
Ability to set up standard week in Xero Payroll.
Purpose: To make users easily calculate their employee’s wages. Especially for industries that run 7 days a week.
42 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.
40 votes
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