Settings and activity
45 results found
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30 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.
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AdminXero Team
(Admin, Xero)
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21 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
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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
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418 votes
Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.
In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.
However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.
While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.
We’ll be sure to keep you updated…
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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142 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.
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64 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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43 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
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.
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193 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
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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194 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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77 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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32 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.
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55 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
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30 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 -
157 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
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30 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
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105 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
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107 votes
Thanks for the on-going support in this idea, everyone. We're pleased to share that work in inventory and purchase orders is moving along well.
As noted in our last update, work for negative inventory is in progress, and our team are looking at how this flow works through to sales invoices for backorders. We'll share more as soon as there's news.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Being able to enter negative quantities.
Purpose: Allowing negative quantities makes more transparency when sending invoices to customers.
AdminXero Team
(Admin, Xero)
shared this idea
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10 votes
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.
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384 votes
Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.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.
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432 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.
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.