2566 results found
Quotes - Convert to a deposit invoice and remaining amount invoice
Ability to convert quotes into invoice & the remaining amount of invoices.
Purpose: Because it helps users invoicing workflow as they often have to keep a separate record of deposits sent / paid and manually calculate the remaining amount to invoice on completion of a project26 votes
User Role - Restrict access to specific Settings
Ability to customise user roles to restrict some access in Xero.
Purpose: Some staff should only have limited access in Xero.125 votes
Quotes - Insert hyperlink text in description
Ability to insert hyperlink text in description of the quotes.
Purpose: Users’ can send more additional information by inserting hyperlink (e.g. website or T&C).6 votes
Manual Journals: Exporting to PDF - show description
Adding description when users export Manual Journals in PDF.
Purpose: Users’ can have better notes, as they can see the description in the PDF document.9 votes
Fixed Assets - Revaluation
Ability to revalue an asset in Xero.
Purpose: Because some assets need to be re-evaluate. Especially for businesses that holds property with its value increasing50 votes
Appreciate all your feedback and contributions on how being able to revalue assets you have registered in Xero would help your business.
Though we can't confirm any development of this at present we're keen to get more into the details and better define needs for our customers that would make most use of this function.
We'd like to invite you to participate and share more detail on how revaluations will help you with our Product Team - Complete our short survey here. 📝
As we continue forming the future of Fixed Assets in Xero these insights will feed into the team's plans.
Sales Invoices - Field for Customer's Purchase Order Number
Adding customer’s purchase order number in the sales invoices.
Purpose: because some companies will not pay an Invoice without a PO, so it’ll make users’ workflow easier when they can search #PO to find the right invoice.47 votessubmitted · AdminKelly Munro (Community Manager, Xero) responded
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.
In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Quotes - Ability to consolidate or merge
Ability to consolidate or merge multiple quotes into another quote.
Purpose: To make clients easily sign through of a single quote, as this usually happens in large projects.8 votes
Batch Payments - Export in format for Santander Personal and Business bank accounts
Ability to export documents that suit the Santander Personal and Business bank format from Xero.
Purpose: To save users time from having to convert the document after exporting.8 votes
Bank Feeds - Direct feed for American Express (AU)
Adding a direct feed for American Express Australia
Purpose: To get a better feed connection by having a direct feed.4 votes
Bills - Ability to allow multiple users in Xero to approve bills
Ability to approve bills by more than one user in Xero.
Purpose: Because some companies have more than 1 directors/managers, so this feature will improve users’ workflow in approving the bills within Xero.42 votes
Reporting: Statements - Export to excel
To export customer statements to excel.
Purpose: Some clients would like to get an excel statement instead of PDF, because it is more convenient for them.14 votes
Organisation settings - Charity mode
Ability to set up a Xero org for a specific charity organisation.
Purpose: Because charity organisations work differently (e.g. restricted/unrestricted transactions).10 votes
Contact - View Repeating Invoice details on Contact record
To make users able to see repeating invoice details from Contact record.
Purpose: To make users jump into active repeating invoices easily, and to minimise the risk of setting up duplicate repeating invoices for the same contact.12 votes
Bank Rules - Copy Bank Rules
Ability to duplicate bank rules.
Purpose: To save time from having to set up the same bank rule for each bank account.49 votes
Reporting: Aged Payable/Receivebles - Invoice description column
Adding description column for Aged Payable/Receivable report.
Purpose: To easily identify which invoices that need to be actioned.16 votes
Reporting - Add Client's logo
Ability to add client’s logo into Reporting.
Purpose: To make the look of the reporting belong to the client’s business.29 votes
Manual Journals - Editing journal with auto-reversal to update related journal/s
To have an option to automatically update the reversing journal.
Purpose: To save time and help avoid errors in updating both entries.26 votessubmitted · AdminKelly Munro (Community Manager, Xero) responded
Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
Manual Journals - Journal in foreign currency and see FX rate on journal
Ability to process a manual journal in foreign currency and to pull the exchange rate on the date of the journal.
Purpose: It’s beneficial for organisations who are dealing and operate with multiple currencies146 votes
Sales: Credit Notes - Override lock date
Ability to apply credit to an invoice that is issued within a lock period
Purpose: Apply credits from within a locked period to sales invoices19 votes
Online Quotes: Show trading name instead of legal name
Option to show trading in name in online quotes rather than legal name.
Purpose: To be able to show a consistent name when the user sends online quotes and PDF quotes. As the PDF quote shows the trading name.5 votes
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