Settings and activity
43 results found
-
33 votes
Hi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.
There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.
Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.
We appreciate the interest here but want to be honest and open with you here.
An error occurred while saving the comment 
AdminXero Team
(Admin, Xero)
shared this idea
·
-
201 votes
Hi everyone, we really appreciate hearing how a visible place for reminders, checklists and notes would help keep important work from being missed.
We've just introduced custom Tasks to the Homepage which allows you to quickly add your own one-off business task, or add and edit tasks from the right hand panel. You can update the details, mark work as complete, delete tasks and view completed tasks all from the Homepage.
This means reminders like requesting a missing receipt or preparing documents for your accountant can stay alongside your workflow in Xero instead of being kept in a separate note or spreadsheet.
The first release focuses on personal organisation, so shared tasks, notes and notifications aren’t included yet, but this is something we'll continue to consider as this space evolves.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Add feature on the Dashboard for users with the Adviser permission to add client notes.
Purpose: Notes specific to that client can be held here so that other advisers who're less familiar with the client can quickly check what they need to consider when working specifically in that file.
AdminXero Team
(Admin, Xero)
shared this idea
·
-
34 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to add a line in a paid bill.
Purpose: To meet requirements of break up bills at a later point in time after being paid or if clients are processing the bills and payments and you may need to modify the accounts allocated to
-
515 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
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
·
-
167 votes
Hi team, pleased to share another update as progress moves along in this space.
We'd now doing some early testing of the teams concepts for being able to bundle inventory in Xero.
With the high interest for this in the idea, we'd like to offer the opportunity to be involved in the process - If you'd be willing to give some of your time to share back with the team, we'd love you to fill in this short questionnaire ✍️
While this will be limited to a small group, we'll keep you updated on the outcomes, here. Thanks!
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.
-
83 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.
-
51 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).
-
107 votes
Thank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.
This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.
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.
-
222 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.
-
88 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.
-
36 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.
-
61 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Adding transaction description column into Aged Payable/Receivable report.
Purpose: To easily identify if there’s any special circumstances in some transactions.
AdminXero Team
(Admin, Xero)
shared this idea
·
-
34 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
My suggestions are as follows:
- Forum topics devoted to actual components of Xero i.e. Sales, Payables, Payroll etc
Current topics aren't specific or indicative of where to post your question or browse. (Delivered)- Communities by Country
Information would be accurate to country of business residence.
Saves going into many posts that aren't relevant to country accounting standards.
Users wouldn't have to preface each subject with country code -
178 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Setting up a clearing account in the chart of accounts.
Purpose: Users can use it as an actual bank account rather than creating a fake bank account in Xero. As this is important in some Payroll cases.
AdminXero Team
(Admin, Xero)
shared this idea
·
-
33 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to have weekly reports for sales in Xero.
Purpose: Users can track the daily trend across each week.
AdminXero Team
(Admin, Xero)
shared this idea
·
-
108 votes
Hi all, appreciate the interest and rationale in wanting to be able to recognise revenue of a sale at a date different to that of the invoice or payment date.
While this maybe a function we look to explore in the long-term we want to be upfront that this is not something we'll be developing in the near term. In the meantime it may be best to look into connected apps that can solve for revenue recognition. We'll be sure to let you know if there's any change around this, here.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to automate prepayment and accrual schedule.
Purpose: To reduce manual work that’s usually done through excel
AdminXero Team
(Admin, Xero)
shared this idea
·
-
18 votes
Hi everyone, appreciate the detail you’ve all shared around this. We understand you’re looking for GST lodgements to automatically create the related bills or invoices in Xero, so your tax obligations are reflected in your accounts without manual steps.
Having this connection between GST filings and transactions could help make reconciliation and tax workflows more seamless.
We’ll continue to track feedback and interest from the community for this idea for our Product team's assessment.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Automatically add bill when GST return is finalised.
Purpose: To save accountant’s time and help Identify where a client pays penalties and interest.
-
440 votes
Hey team, thanks for all your input on partial asset disposal.
We understand that manually managing parts of an asset can be time-consuming. While we don't have plans at this time to develop a built-in feature, your feedback's really helpful in showing us where things could improve.
For now, manual methods to calculate depreciation and record journal entries to keep things accurate would be the best option.
However, this is a feature that we'd like to revisit as we plan our future roadmaps, and will be happy to share if there is any traction around this. Please keep sharing this idea with any colleagues you feel could benefit from this too.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to have partial sale of an asset in Xero.
Purpose: Because the current workaround (dispose of the asset and create 2 new assets) takes time. And this feature will easily help the workflow.
-
486 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to break down a statement into periods.
Purpose: To help customers reconcile individual months outstanding and helps in getting payments from them as they are looking at smaller figures rather than one lump sum.
-
13 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
To have reference fields appear when applying cash basis in the Account Transaction report.
Purpose: To save time from having to manually export to excel and add the description from there.
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.