4140 results found
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Contacts - Allow duplicate contact names
Ability to have duplicate contact names in Xero.
Purpose: It’ll make an easier workflow for users. Because often, they have the same contact name and trading name but different addresses.
122 votesHey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
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User Role - Restrict access to individual bank accounts
To have the ability limit some users to access some bank accounts within Xero org.
Purpose: To limit some staff to not be able to see the information about the client’s bank balance.
330 votesThanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
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Sales Invoices - Pop-up reminder of notes
Ability to have a pop up reminder feature from the notes when creating a new invoice.
Purpose: This will make users’ easily identify if there’s any special note from their contacts in Xero, when they’re creating invoices for them.
51 votes -
Invoicing - Unique Reference Number for Transactions
Ability to add unique reference numbers to transactions so that user can search by the Xero reference number.
Purpose: Will be helpful in identifying which transaction belongs to the paper copy of the invoice in a client's records
19 votesHi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here
The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon.
Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented.
Alternatively, in terms…
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Reporting: Aged Payable Reports - Show invoice/contact record notes to report notes
Ability to show details on notes or comments from Invoices/Contact record to Aged Payable report.
Purpose: With notes and comments, users will have extra details with the debts that the suppliers/customers owned to users’ business
31 votes -
User Role - Restrict access to specific Tracking categories
Ability to restrict access to specific tracking categories for some users in Xero org.
Purpose: To help users hide the incoming and outgoing transactions from some users within the Xero org. Some organisations (e.g. not for profit) need this to protect the privacy of their donors and departments.
40 votes -
Reporting: Account Transactions Report - Show Files icon & number attached
Show files icon and number of documents attached within Account Transaction report.
Purpose: To easily search the attached document from the main account transaction report screen.
70 votes -
Fixed Assets - Ability to include additions to existing assets
Feature where users’ can include addition to existing assets.
Purpose: To save users’ time rather than having two create two different assets in Xero.
85 votes -
Contacts - Warning if entering contact simliar to existing
Ability to have a notification when there’s a duplicate contact in Xero.
Purpose: To make users easily check contacts that have similar details.
44 votes -
Sales invoices - Flag an invoice as 'in dispute / query'
Ability to flag an invoice when it’s in dispute or query.
Purpose: To ensure users do not pay an invoice when it is currently 'under query/dispute' in error.
398 votesWe appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
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Improved Community Forums - Communities by country
My suggestions are as follows:
Forum topics devoted to actual components of Xero i.e. Sales, Payables, Payroll etc
Current topics aren't specific or indicative of where to post your question or browse. (Delivered)Communities by Country
Information would be accurate to country of business residence.
Saves going into many posts that aren't relevant to country accounting standards.
Users wouldn't have to preface each subject with country code
16 votesIt's good to hear how we can improve our forums for you all to continue engaging with one another within Xero's community. With the launch of Xero Product Ideas in April, we took the opportunity to restructure the site in a more meaningful way for our customers.
The forums are split by product - In for small businesses, you'll find categories that represent feature in your blue Xero organsiation. While over in for accountants & bookkeepers, you can support ideas for Xero's Partner products and features aimed at practices servicing Xero clients.
Communities by country is something we'll continue to assess. We appreciate how greater visibility of a users time zone could help with navigation of knowledge and ideas. In the meantime, you'll find in the forums here and across in Xero Central Discussions community managers may sometimes edit the title of a community discussion to include most relevant regions…
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Tracking - Ability to bulk add and delete tracking on invoices
Ability to bulk add and delete tracking options on invoices
Purpose: Ease of updating old invoices and purchases.
50 votesHi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
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Login - Enable Windows Azure Active Directory Single Sign On
Ability to use Azure Active Directory for MFA.
Purpose: It makes Microsoft users easily log into Xero.
204 votesHi community, we appreciate many businesses have adopted single sign on with providers like Google, Microsoft Azure/Entra, and Okta to easily streamline logins to many applications and manage operational risk. Our team are staying close to votes and feedback of the idea here, and though we can't commit to development at this time, we will be sure to let you know of any progress toward enabling single sign on
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Manual Journals - Assign Contact name to journal
The ability to assign contact in manual journals.
Purpose: To enable to track journal entries with contact name
136 votes -
Inventory - Add default tracking options to items
Adding default tracking option for inventory items in Xero.
Purpose: To make users don't have to think about or forget to add the correct tracking.
51 votes -
Xero Files - Rename files once they are attached
Ability to rename the files in Xero Files once it’s attached.
Purpose: To make other users in Xero (the one that doesn’t upload the file) can easily identify the file without having to click it.
17 votes -
Login - Don't Log Me Out/Extend Log Out Time (more than 60 minutes)
Develop the feature where Xero doesn't log user out time is extended for more than 60 minutes when it’s idle.
Purpose: Because having to log in again can disrupt users' workflow, which some users had to be interrupted as they’re also taking care of their business at the same time.
159 votes -
Contacts: Statements - Allow to be sent to Contact Groups
Ability to send statements to contact groups.
Purpose: To make users’ easier to send statements rather than sending it individually.
147 votes -
Xero Network - Include PDF of Invoice when sent with Xero Network Key
Automatically include PDF of invoice when sending it via Xero Network Key.
Purpose: Some clients need to see the attachment of the invoice. It’s also good for audit purposes.
74 votesThanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
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Contacts - Permanently delete if no records
Ability to delete contacts who have no related records/activity.
Purpose: Because some contact that has no record shouldn’t be visible in Xero and can just be deleted.
96 votes
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