-
Quotes - Preview option
Ability to have preview options for quotes
Purpose: To make sure that quotes can be printed nicely.
6 votes -
Contact - Reconciled to Supplier Statement
To have the option to mark a contact as reconciled to a statement.
Purpose: Users can easily communicate to the large clients that the balance is reliable and can be paid.
3 votes -
Organisation Settings - Add Registered office address separate to Postal & Physical addresses
Separate field between office address and postal & physical address.
Purpose: To make the administration process and setting up organisation details in Xero easier.
17 votes -
Dashboard - Cash flow forecast
Ability to show cash flow forecast on the dashboard.
Purpose: Users can easily get the snapshot on how their cash flow projection is doing for their business.
2 votes -
Contact: Prepayment - Show on statement with negative balance
To show a negative number in customer balance, when customers have a prepayment.
Purpose: To make users easier to see any prepayments that were made by their contact in Xero.
2 votes -
NZ Tax - Donation Tax Receipt
Ability to get a single donation tax receipt for a year.
Purpose: Save time collecting Donation Tax Receipts for reporting
4 votes -
Bank Feeds - Ability to download bank statements in Xero from the account that has Bank feed
Ability to download bank statements from the bank account that have bank feeds.
Purpose: To make the accountant/bookkeeper get bank statements from within Xero easily rather than waiting for their client to give them.
2 votes -
Invoices - Allow contra entries of sales invoices against purhcase invoices and vice versa
Allow the automatic matching of sales invoices against purchase invoices for the same contact.
Purpose: To make users don't have to use suspense accounts, and the function can work the way credit notes work.
6 votes -
Bank Feed: RHB Malaysia - Current account feed.
Having RHB Malaysia current account feed in Xero.
Purpose: To save users time from having to manually import the statement.
2 votes -
Manual Journal - Ability to set default for 'Show journal on cash basis reports'
Ability to set as default whether the "Show journal on cash basis reports" should be ticked or un-ticked on manual journals
Purpose: Because accountants that does the annual journals for clients who do their own GST we don't usually want these journals to show the late GST claims
23 votes -
Contact - Supplier Account Credit Limits
Ability to show account credit limit in supplier contact.
Purpose: Users can easily know the limit of orders from suppliers.
8 votes -
User Roles - Purchases Only access to Age Analysis
To make users that have Purchase only access to be able to have Age analysis permission as well.
Purpose: To have more flexibility for giving other staff access to other parts of Xero.
3 votes -
Account transaction - Restore deleted account transaction
To have the ability to restore the deleted account transaction
Purpose: To save time rather than creating a new account transaction manually again.
3 votes -
Bank Feed - Triodos Bank Feed
Adding Triodos bank feed in Xero.
Purpose: To have a better workflow of importing statements into Xero for those who have Triodos bank account.
3 votes -
Bills - Prompt an alert for duplicate Purchase Invoice references when approving from list
Ability to alert a user when there’s duplicate invoices references when they’re about to approve it.
Purpose: To prevent when user approved invoices in bulk through either the Draft or Awaiting Approval sections. So they can double check
6 votes -
Invoice Reminders - Auto email Statements to customers
Ability to send an automatic statement to customer
Purpose: To prevent late payment from customer
60 votes -
Invoice Template - Increase logo dimension contraints over 400x120 in standard invoice
Increasing the limit of logo dimension for standard invoicing.
Purpose: To save time from creating a new logo from different place (e.g. DOCX).
1 vote -
Reporting - File Attachment Report
Ability to show attached documents in Reporting.
Purpose: To provide clients to see the list of transactions which also show the attachment for each transaction.
14 votes -
Reporting - Prepayment report
The ability to get a prepayment report.
Purpose: To see how much credit each supplier has through prepayments
4 votes -
Files - Include attached files when using 'Copy'
Ability to keep the files attached when users’ they’ve copied it into Bills.
Purpose: To save users’ time from having to manually send the file attachment separately.
2 votes
- Don't see your idea?