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29 results found

  1. Workpapers - Integrate with the Xero trial balance

    85 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Jason Rodrigues supported this idea  · 

  2. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    92 votes

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    10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jason Rodrigues supported this idea  · 

  3. Invoice - Discounts more than 2 d.p

    11 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Jason Rodrigues supported this idea  · 

  4. Quote - Bigger space for terms

    8 votes

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

    Hi team, while we don't have plans to increase the space directly within the Quote on Xero there are two ways you could go about adding larger terms to your Quotes. You could;

    1. Attach the (externally created) file with the full T&Cs to each quote as it is created, and then include it as an attachment
    2. Use an advanced invoice template for your invoices/quote etc - making the document the second page of the advanced template.
    Jason Rodrigues supported this idea  · 

  5. Invoice - Prompt Payment / Settlement Discount

    325 votes

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    submitted  ·  98 comments  ·  For small businesses » Business features  ·  Admin →
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    Jason Rodrigues supported this idea  · 

  6. Files - Bulk export/print attached files

    581 votes

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    230 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
    We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
    While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
    However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…

    Jason Rodrigues supported this idea  · 

  7. Tracking - Ability to bulk add and delete tracking on invoices

    56 votes

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

    Hi everyone, appreciate the interest in the idea here. 


    We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here. 


    We'd recommend having a try in the demo co. if this is a new tools for you. 🙂

    Jason Rodrigues supported this idea  · 

  8. Repeating Invoice - bulk update of amounts

    211 votes

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

    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

    Jason Rodrigues supported this idea  · 

  9. Invoice - Bulk allocation of credit notes

    341 votes

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    submitted  ·  119 comments  ·  For small businesses » Business features  ·  Admin →
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    Jason Rodrigues supported this idea  · 
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