Settings and activity
32 results found
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1,277 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
An error occurred while saving the comment 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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278 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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38 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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38 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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162 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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107 votes
Hi everyone, we appreciate the restrictive nature of inventory(Products and Services) atm, and our product team have plans to explore adding capability to cater for negative inventory or back order of stock recorded in Xero.
While they have a few other priorities to get through first we'll move this idea to Under review and return to share more when this work picks up.
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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79 votes
Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to have two people to approve expenses.
Purpose: This is to make sure that expenses are checked thoroughly.
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180 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
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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285 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
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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30 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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26 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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154 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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30 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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401 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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16 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to have customisable description fields for items in the Inventory.
Purpose: To have better notes if the user is able to customise the description item.
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60 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to include freight into the cost of inventory.
Purpose: For some businesses, freight is a significant portion of the value to determine the cost of an item.
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40 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to set up a Xero org for a specific charity organisation.
Purpose: Because charity organisations work differently (e.g. restricted/unrestricted transactions).
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97 votes
Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful?
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability resize columns in reporting to be narrower or wider.
Purpose: To make the report easier to read, and can be printed nicer.
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179 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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189 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.
Ability to add delivery address to quote/invoices.
Purpose: To save time from having to edit a contact to add a street address.