225 results found
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Invoicing – Integrated Job Planning and Approval
Create a buisness planner to plan your work force to a job site with costings for the job all on the app , when the job is marked as finished the invoice gets marked as ready to send requiring approval without the extra admin of retyping everything out its all there and nothing is lost track off. You could plan lorrys from it too would be a huge competetive edge.
1 voteHi Mark, we hear you—having work and invoicing more connected could make things feel smoother and help reduce the chance of missing items.
Some people use Xero Projects to track time and expenses against a job and bring those details into invoices. Another approach is the Quote to Invoice flow: you can raise a quote when a customer requests a job, mark it as accepted once they agree to the price, and then, when the job is complete, copy the quote to an invoice. This automatically populates invoice fields with the information from the quote, helping save time and reduce manual entry.
You can try these approaches in the Demo Organisation to see how they might work for your workflow.
This idea has been moved to Gaining Support, and we’d love to hear from others about which parts of your workflow you’d most like to see more connected.
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Bank Reconciliation - Show number of lines 'Auto-reconciled' since last login
Add the number of transactions that have been auto reconciled (since last login) for each bank account so that we need to check the auto reconciled transactions rather than think that there is nothing to reconcile. Now we have to drill down into each account to check if there was anything and this takes longer than reconciling the transactions in the first place, making it easier to turn off the auto reconcilie functionality.
1 voteHi Kathy, a quick “recap” of what’s happened while you were away could be really useful—especially when automation is handling a lot of the work, it’s reassuring to have that confirmation without having to dig through transactions.
For now, you can review all reconciled statement lines via “View all reconciled” from the last date you previously checked. It does take manual effort to remember the exact date, but it’s a practical workaround for now.
We’ve moved this idea to Gaining Support, and it’d be great to hear from you and others about how you’d use a summary feature—your examples really help the team understand its potential impact.
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Homepage - Cash in/out Graph ability to set longer period
Currently this only shows over a 12 month period when in all cases I'd like to see how well each customer or supplier has performed against the same month last year.
At worst could this not simply be a 15 month graph (as if it were 13 then the previous month/previous year would drop of when everything was in by the beginning of the following month?
- at best could you select filters to compare even the past 3 years by month etc...
7 votesWe appreciate the feedback on having more controls over the period of the cash in and out widget.
With the rollout of the new Homepage underway our product teams have a close ear to the ground of feedback and I'll be sure to update if there is any changes planned for the periods of this widget here.
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Homepage - Add a tracker for deadlines (such as tax due dates)
I would like to set and track deadline dates on the dashboard for each client relating to statutory and other submissions (i.e. provisional tax / monthly management reports / tax return submissions / etc.).
59 votesHi everyone, appreciate the tractions on this idea.
It's clear that having key tax and compliance dates visible on the dashboard would make it much easier to plan ahead and ensure due dates are met. When those deadlines live outside of Xero, it can mean extra admin and more mental load than necessary.
I’ve moved this to Gaining Support so we can capture interest and share with the product team how valuable this added visibility would be.
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Homepage - Monthly Profit and Loss Graph
The ability to add a monthly Profit and Loss Graph to the dashboard. This feature was available in my old accounting software (Wave Accounting).
8 votesHi team, thanks for the feedback we've received on this idea. We'd like to highlight that on the new homepage, you'll find Net Profit & Loss is a widget, on the widget you'll find there are a few different date selections.
I appreciate this doesn't quite achieve the monthly comparative as shown in the screenshot and we'll continue to keep this idea open for votes and share if there are improvements planned.
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