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40 results found

  1. Fixed Assets - Search by Serial Number

    21 votes
    8 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.

    At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.

    We'll keep watching the support for ideas closely and share any updates with you all.

    Jo Russell supported this idea  · 

  2. Bank Reconciliation - Attachment deletion alert when using Remove and Redo

    13 votes
    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Jo Russell shared this idea  · 

  3. Bills - View bills awaiting payment without a planned payment date

    44 votes
    9 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂

    Jo Russell supported this idea  · 

  4. Dashboard - Show total of unsent invoices in 'Invoices owed to you' section.

    4 votes
    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Jo Russell shared this idea  · 

  5. Reporting - Automatic generation and emailing of reports

    637 votes
    210 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

    We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

    An error occurred while saving the comment
    Jo Russell commented  · 

    Being able to Schedule custom reports to email out to various team members would save a lot of time, both in the actual sending and in the setting up of reminders in other systems such as Outlook.
    It also creates continuity for staff receiving the reports should the usual sender be away for whatever reason.

    Jo Russell supported this idea  · 

  6. Contact record - filter view based on activity type

    5 votes
    3 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback and sharing your idea in the forums here, Jo - As part of our work for 'building on beautiful' a contact record is the next page in this space that'll be getting a new look. 

    Though a little too soon to confirm what it will look like, I can say that the page will be cleaner, with filters to help with viewing what is shown on the page. 

    I'll keep you updated, here 😁

    Jo Russell shared this idea  · 

  7. Bills - Payment method shown on Bills (DD, BACS)

    144 votes
    submitted  ·  48 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Jo Russell supported this idea  · 

  8. Purchase - Add schedule payment date from within the transaction

    21 votes
    5 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Jo Russell supported this idea  · 

  9. Remittance Advice - Show all credit notes and invoices

    171 votes
    submitted  ·  75 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Jo Russell supported this idea  · 

  10. Branding - Custom DOCX template for Remittance Advices

    247 votes
    submitted  ·  110 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Jo Russell supported this idea  · 

  11. Contacts - Allow multiple addresses for a single contact record

    1,203 votes
    355 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.…

    Jo Russell supported this idea  · 

  12. Email Settings - Specify date/time to send transactions

    540 votes
    217 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?
    under review  ·  AdminHannah G (Admin, Xero) responded

    Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.

    Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!

    Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.

    Jo Russell supported this idea  · 

  13. Purchase Order - Make Recurring Purchase Orders

    37 votes
    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Jo Russell supported this idea  · 
    An error occurred while saving the comment
    Jo Russell commented  · 

    This would be great if recurring purchase orders could be set up based on the financial year's budget.
    E.g. Annual cleaning costs from Company A for the period Apr-22 to Mar-23 are based on a budgeted figure of $***.xx, with the budget approved by management, therefore a repeating purchase order is set up to match the approved annual budget and only needs to be authorised by a manager once at the beginning of the year. Any bills coming in via the email function (which captures all of the header data automatically) can be matched to that purchase order, within 10% either side of the authorised amount, and therefore all of those bills are pre-approved.

  14. Purchase Order - Applying multiple bills to a single PO

    91 votes
    submitted  ·  18 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Jo Russell supported this idea  · 

  15. Purchase Order - Link Purchase Order to Bill

    168 votes
    submitted  ·  43 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Jo Russell supported this idea  · 

  16. Management report pack - locking in start dates

    5 votes
    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Jo Russell commented  · 

    Have since discovered that this functionality existed in the Old Reports under Profit and Loss - see 'Common Format' which was called "Current financial year".

    Jo Russell shared this idea  · 

  17. Aged Accounts receivable/payable reports - Make headings across multiple pages

    3 votes
    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Jo Russell shared this idea  · 

  18. User Permission - Separate approver roles for both Invoices and Bills

    24 votes
    submitted  ·  4 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?
    Jo Russell shared this idea  · 

  19. Fixed Asset - Partial disposal of an asset

    303 votes
    41 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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
    Jo Russell commented  · 

    I've inherited an asset register where assets are listed together, e.g. 2 x iPads are listed as a single asset. One of these needs to be disposed of, so either the ability to split the asset then dispose or partial disposal of an asset would make this easier.

  20. Invoice reminders - Ability to change invoice reminder to different email address

    49 votes
    submitted  ·  16 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Jo Russell shared this idea  · 
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