11 results found
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Scrolling through documents in Files no longer possible?
With the old display, I could open a document and then click through a full screen view of each. Now its only a half screen view and its too small to read some small EFTPOS receipts! I know I can open the document in a new window, but the next/back buttons are gone and each document needs to be opened. Please reinstate the next/back buttons!!!
2 votesHi 👋 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.
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Xero Files - Option to sort files by Associated With
To activate the option to be able to sort files by ASSOCIATED WITH in addition to SIZE and UPLOADED. The enormous amount of files now sitting in Archive must have all three columns active to give us an option to locate our files ASAP.
2 votesHi 👋 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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Add 'Important' or 'Critical' Note field in Contact section
The ability to add an important or critial note in the main contact section would be hugely valuable. It could be for situations such as 'do not contact' - 'do not invoice until' - 'extended membership until'.
If this idea was implemented it would save so much time with it showing on the contact landing page rather that searching for the info and it would also serve as a highlighted reminder of something important1 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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AU Tax - Display foreign income worksheet on printed return
AU Tax - Display foreign income worksheet on printed return
Can you please ensure that the Individual Foreign Income Worksheet is generated and included when printing the ITR in PDF, even if the foreign income relates to dividends or interest (and not foreign rental property)?
This way, the worksheet will be attached to the PDF ITR, allowing the client to review the foreign income details. At present, the main form only displays the converted AUD amount, so including the worksheet will provide transparency around the original foreign figures1 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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Charge out rate and bad debtor tick box
Would be great to be able to assign a special rate to a particular client so that rate generates each time you invoice that client and also add tick box to mark as bad debtor which flags them up.
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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Contact Notes - include uploads
As an audit trail of bank account changes it would be good to include evidence of the bank account details, most likely from an image or upload - the current setup only allows written notes, not any images / uploads.
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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sort quotes and invoices by product code
For companies that keep large stocks of products, it would be very handy when it comes to picking orders to be able to batch a quote or invoice and then sort the invoice by product code into alphanumerical order with one click. For small orders we can use the drag and drop method but we are having to type each large order on a spreadsheet first. In our previous system you could just click on the column heading and it sorted it in one go.
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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Contact total spend/receive money, on contact page or dashboard
Easy way to see total money spend or money received for a contact for a set date range (year to date, this month, custom range). Ideally, be able to track this vs other contacts in the dashboard, eg, highest spending customer, most important suppliers etc. All the data is there but currently requires creating a report or exporting to a spreadsheet which is counterproductive. Really surprised it’s not a feature already to be honest as I was doing this in spreadsheets before migrating into Xero.
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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Dedicated Back Button
i feel like the interface could benefit from a dedicated back button to always go back to previous screen.
1 voteHi Darian, thanks for raising this with us here. We would be keen to get some more information on the scenarios that you find yourself in where the back button in the interface as compared to the browser would be useful. While we wait for some more details, we wanted to show you an idea that may be similar to what you're suggesting, if this is similar to what you're suggesting please let us know and we'll be happy to merge your idea with this. :)
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Bank Reconciliation - Automatically create customer and supplier contacts based on bank transaction details/payee
For users who do not use Xero to create invoices, automatically create customers and suppliers based on receipts or payments in bank reconciliation.
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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mandate - Show mandate status and progress etc.
Show mandate status and progress: In Sage one of the Customer fields is their mandate status. You can see when the mandate was sent, whether it has been submitted, is being processed, is now active or has been cancelled. These are crucial for us. We are finding it very hard to get even a couple of mandates set up due to the way that first invoices are processed (on their invoice date rather than as soon after as practical). Then we have no way of knowing whether a mandate has been sent or is being responded to. It's guesswork. In…
2 votesHi J, appreciate you sharing in product ideas however to make sure I share your feedback with the most appropriate team can you share a bit more of how you process mandates for your business with Xero?
It sounds like this may be through the use of Quotes?
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