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243 results found

  1. Purchase Order - Edit default .pdf name

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Andrew Syme supported this idea  · 

  2. Repeating invoices - File attached to generated invoice/bill

    23 votes

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    6 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew Syme supported this idea  · 

  3. Bank reconciliation - Import spend & receive money transactions

    18 votes

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    submitted  ·  13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Andrew Syme commented  · 

    There is and has been for many years an import tool for Spend / Receive Money in the Xero Conversion Toolbox.

    https://conversiontoolbox.xero.com/Tool/ImportTransactions/ommdp

  4. Conversion Toolbox - Add a tool to convert Bank Transfers

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Andrew Syme shared this idea  · 

  5. Bank Reconciliation - Import bank transfer

    5 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?

    Andrew Syme supported this idea  · 

  6. Batch Deposit - More than 50 transactions

    46 votes

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    23 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Andrew Syme supported this idea  · 

  7. Reports - Add report with all bank statement lines

    9 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Andrew Syme shared this idea  · 

  8. Reporting - Attach documents to published reports

    5 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Andrew Syme shared this idea  · 

  9. Bank Reconciliation Find & Match - search for multiple invoices

    8 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Andrew Syme supported this idea  · 

  10. Invoice - Automatically generate invoices on quote acceptance

    17 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew Syme supported this idea  · 

  11. Quotes - Title and Summary to flow through to Sales Invoices

    132 votes

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    submitted  ·  80 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew Syme supported this idea  · 

  12. Invoice - Auto create a credit note for negative amounts

    7 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the detail, Darren. While you could create a prepayment for the initial bond I can see how this wouldn't show as you need for the customer on their statement. I'll slightly update the title of your idea here but want to be open that this isn't something we have plans for atm. You may also want to join and follow any updates for this idea that would help with your flow of work. 

    Andrew Syme supported this idea  · 

  13. Invoice: Invoice Templates - Custom Fonts for Standard Invoice Themes

    24 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew Syme supported this idea  · 

  14. Invoices - Show tracking category on invoice list screen

    6 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Andrew Syme supported this idea  · 

  15. Invoices - Allow contra entries of sales invoices against purhcase invoices and vice versa

    22 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew Syme supported this idea  · 

  16. Chart of Accounts - Ability to add custom fields

    2 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi John, to better understand how these custom fields would help - could you explain where you'd expect them to appear or how you might use them?


    For example, would you expect to be able to report on these? It sounds like you'd like them to be visible when entering an item such as posting a journal, or adding a line to an invoice however it'd be good to know how you expect these to differ to the fields that are available in those as well. 

    For example when adding an invoice you can enter an issue and due date, writes a text description and enter a price with 2d.p. 

    Andrew Syme supported this idea  · 

  17. Products and Services - Custom Field

    9 votes

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    Andrew Syme supported this idea  · 

  18. Sales Invoices - Issue progress payments on invoices for project/instalment

    114 votes

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    submitted  ·  67 comments  ·  For small businesses » Business features  ·  Admin →
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  19. Payroll AU - Custom Fields for Payroll Items

    6 votes

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    0 comments  ·  For small businesses » Payroll  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hey Jen, thanks for submitting your idea! 

    Just checking if you're referring to Custom Pay Items, which are already available in Xero Payroll.

    If not, could you let us know some examples of custom fields you require, that aren't already available in Xero Payroll?

    Andrew Syme supported this idea  · 

  20. Sales Invoices - Reference field for each line item

    20 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew Syme supported this idea  · 
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