Settings and activity
26 results found
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183 votes
An error occurred while saving the comment 
AdminXero Team
(Admin, Xero)
shared this idea
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211 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to change colour/add branding header to make users able to differentiate Xero orgs.
Purpose: Users can easily distinguish each Xero org that they have access to.
AdminXero Team
(Admin, Xero)
shared this idea
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12 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to have read only file options to retain the record of the business.
Purpose: Users who close their business can still retain their records
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965 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to add delivery address to quote/invoices.
Purpose: To save time from having to edit a contact to add a street address.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
To allow multiple contacts under the same company.
Purposes: To save time changing of contact details, since some clients dealt with the same company with different people.
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115 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to add images for each line item in quotes.
Purpose: Users’ who are selling products can easily send the picture of the product through Quotes.
AdminXero Team
(Admin, Xero)
shared this idea
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22 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to add/remove line items of a paid/part-paid invoice.
Purpose: To make users easily enter any changes on line items that have paid/part-paid status.
AdminXero Team
(Admin, Xero)
shared this idea
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70 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to sell an item below Zero when using tracked inventory
Purpose: Users can send an invoice to their customers when it’s 0 or below. So they can secure the deposit from the customer.
AdminXero Team
(Admin, Xero)
shared this idea
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169 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
To show bank account changes in the Audit Report.
Purpose: To have clear information that specifically shows what changes in the bank account and who changed it.
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215 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to email to credit note feature in Xero.
Purpose: It’ll save users time when they need to email credit notes directly within Xero.
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26 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to have additional 3 editable fields for printing layouts
Purpose: To make the printing layout look good and consistent.
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10 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
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.
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121 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
To be able to enter the note and share/notify someone else in the team.
Purpose: To be able to discuss some actions that each member of practice need to action for their clients.
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28 votes
Hi everyone, as much as we appreciate the feedback and interest of being able to receive a notification of whether an invoice has successfully sent. The team priority right now is around the body of the invoice within Xero.
We want to be transparent in this here and will move the status of the idea back to submitted.
We will let you know of any change.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to get a reminder and notification through email and text message when users’ send invoices.
Purpose: To notify client/customer that invoice has been sent, so they don’t forget.
AdminXero Team
(Admin, Xero)
shared this idea
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24 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Stripe just rolled out the option to accept payments using ACH. I use Xero to invoice clients for payments with the Stripe Add-On. Many of my business clients prefer to send a check that comes from their banking account. If the invoice included the ACH option (along with the credit card payment), I feel sure more of them would pay the invoice electronically, which would eliminate paper and added time to deposit the checks. Yay! I have faith in Xero that you will implement this soon. :) Thanks!
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572 votes
Hi everyone
To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.
I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test…
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to search unreconciled items in a bank account.
Purpose: To save users’ time rather than having to scroll through multiple pages to find the transaction.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to automatically match the oldest invoice to the newest.
Purpose: To make users’ save time from manually matching the same transaction from the same client/supplier.
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264 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Allow customers to pay a deposit towards an invoice instead of paying the full amount.
Purpose: Because some businesses start to do their work when the customer pays the 50% amount in advance first.
AdminXero Team
(Admin, Xero)
shared this idea
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125 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to transfer the reference number from Purchase order to Bill.
Purpose: To easily match the purchase order with the bill.
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149 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
To export customer statements to excel.
Purpose: Some clients would like to get an excel statement instead of PDF, because it is more convenient for them.
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48 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to have a numbering sequence per contact.
Purpose: It is easier for users and their customers to track if all invoices have been paid.
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18 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to reconcile invoices & bills where they are part-paid that’s written within the line items.
Purpose: To make users easier to reconcile part payment that was made by the customers/suppliers.
Ability to schedule time for repeating invoices to be generated and sent.
Purpose: To make repeating invoices are generated and sent to the contact/supplier/customer’s preferred time.