264 results found
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Adding Cashflow manager view into the dashboard
Adding Cashflow manager view into the dashboard is a helpful view to have. It will not only promote the idea of using the cashflow manager but for those who use it, will start giving dashboard views on cash forecast, balances and risks as cashflow management is an active part of small business users sensitivity.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Homepage - View last reconcile period
Please add the ability to see last reconciled period for each account on the home screen
1 voteThanks for sharing your idea! Well start to get a sense of other in the community that would like to see this too. I'll let you know if there is any news of this here.
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Time saver !
It would be great if you were able to drop a pdf into an invoice from the list view without having to open the said invoice / bill.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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leave request
Would love a widget that shows the leave requests sorted by closest leave date to later leave dates with a filter option to adjust to be able to show just pending approval, just approved or all.
Another widget that would be helpful is a summary of timesheets submitted for the current pay period/ next due pay run.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Faster and easier navigation to overdue invoices
I love that there is an easy to see red link to overdue invoices on the homepage, but could this also be added to the Invoices page? I keep going through extra clicks because I click into my overdue invoices to deal with them, select an invoice, and then have the 'back to invoices' link but if I click this there is then no option to select only overdue invoices to view. Also it would be great when viewing all invoices to have some easy way (maybe an '!' symbol or similar so it's colour-blind friendly) to identify which ones…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Correction on Widget
The "Recent invoice payments" Widget on the Homepage seems to be showing the wrong date for the receipt date. It seems to be behind by a day.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability to enter actual statement balance and date, compared to just what the bank feed assumes it to be
Ability to enter actual statement balance and statement date (i.e. from a PDF), compared to what the bank feed assumes it to be. This way we can verify that a user has actually checked the bank balance and the last date it was verified (and for what value). Xero is far to easy to post historic transactions without a clear reconciliation (due to always having items in "unreconciled" at any point in time.
There could be a link from the Bank reconciliation report, or as mentioned above, a box to enter last statement balance and date, for better oversight all…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Homepage | Tasks - Add CIS monthly return reminder
ADD CIS MONTHLY RETURN TO HOME PAGE
1 voteThanks for your feedback, Nathan. We'll start to get a sense of the community support for this from your idea here.
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email recipient
When typing in the email recipient box when sending a quote or invoice it used to remember previously imputed email address (as well as the contact addresses) but doesn't anymore. Is this coming back or staying as is?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Save a lot of Time when switching between menus.
Add the Bank Feeds as a Seperate Item in the top menu, where currently Home, Sales & Purchases is. This would shorten the movement between modules. Currently I have to click Home, then select the bank to reach the Bank Feeds
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Add Income in Advance as dashboard widget
Would be good to be able to see prepayments/income in advance account on homepage so you can see deposits that are in.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Homepage - Add shortcut to create repeating invoice
Shortcut to add recurring invoice via a simple UX - just add a drop down next to the 'New invoice' button. Similar to what you already have in the Sales overview page.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Reconcile ALERT on top of the Dashboard
The new Dashboard can be huge and challenging to navigate if you have multiple bank accounts. It will be helpful to have a section with ALERTS at the top of the page.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability to personalise each account
Have the ability to name each account for example, working account, tax savings account, etc...
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Homepage - Widget to view a List of recently entered invoices
A widget to quickly locate "most recent invoices put in system".
We use Xero in our retail store and sometimes we end up DOUBLING up invoices for one order (paperwork is picked up by another helpful person to put in, but has already been put in).
Also good for tracking daily invoices/orders placed.Thanks,
- Merlin B.1 voteGood to know the different elements that our customers find would help them rom the Homepage, Merlin. We'll continue to get a sense of the interest in this here.
For the time being just to make sure you're aware - The History & notes report is probably most useful to you atm for getting a view of this. You'll be able to run the report for an individual all or users across your organisation and can filter to select only Invoice for Type. Once run if you type 'Created in the search box this'll further zone into just the invoice created by the selected users with in the date range. 🙂
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connecting Stripe account to get payment details immediately
Having Stripe account shown. Then as soon as payment is made via Stripe, you know it's been paid, instead of waiting for notifications.
1 voteHi Julie, thanks for sharing your thoughts here. We'd like to get a bit more information on what the idea is here. Can you please provide us an example of a scenario of what it is that you're wanting? We look forward to your reply!
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File upload | Receipts - Automatically recognise and link to transaction
When uploading a receipt, Xero should recognise the information on the receipt and automatically find the bank transaction or ones similar to match with, like what Quickbooks does. It would make life a lot easier.
1 voteHi Erin, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Dashboard - Option to link Account Watchlist to Balance Sheet
From the watchlist for chart of accounts I would prefer the link go to the balance sheet, not the full chart of accounts.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Homepage - Widget for a customer/supplier watchlist
Watched Clients/suppliers widget
Summarise the invoices and Bills for a given contact
It would be nice to have an overview of specific (perhaps problematic) clients.
It would be good to be able to see at a glance:
- average payment timeframe (i.e. usually 5 days late etc.)
- current credit/debt value
- scheduled invoices/bills1 voteHi everyone, I can see how having a watchlist for key customers or suppliers would be really useful. Whether it’s keeping an eye on a major account’s balance or making sure a supplier hasn’t overbilled you, having those names front and center would save a lot of manual searching.
Right now, important accounts can sometimes slip through the cracks, since you have to remember to check on them individually. A dedicated watchlist would mean Xero could flag the status of these contacts the moment you log in, helping you stay on top of your business relationships.
For now, you can use the Account Watchlist to track overall categories, and for individual contacts, you can bookmark their Activity page in your browser. This lets you jump directly to their transactions and balances with a single click, saving time navigating through multiple screens.
I’ve updated this idea to Gaining Support so our…
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Users - Show number of days for 'Last Signed In' in the previous year
The 'Last Signed In' date on the homepage is a bit misleading when in the situation where you signed in before the Xmas break, and then signed in again in the new year. Currently the way it handles this 'Last signed in 1 year ago' makes it sound like you haven't signed in for 12 months.
I think a better solution here would be if it just said x days ago
1 voteThanks for sharing your idea about how you'd like to see this improved.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments too!
- Don't see your idea?