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  1. planned date

    1 vote

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    0 comments  ·  For small businesses  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Amy Hatcher shared this idea  · 

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

    51 votes

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    12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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. 🙂

    Amy Hatcher supported this idea  · 

  3. Aged Payables Report - Group by Planned Date

    2 votes

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

    Hi Alison, while there's no direct option to group by Planned date in the Aged Payables Detail report atm, if you change Group to None, once run you can click the Planned Date column header within the report to re-order by this field and it'll group all payable invoices by Planned Date.

    Amy Hatcher supported this idea  · 

  4. Bills | Awaiting Payment - Highlight the Planned date

    4 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Amy Hatcher supported this idea  · 

  5. Bills - Assign planned date when entering bill

    25 votes

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    11 comments  ·  For small businesses » Business features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest in being able to add a planned date when entering a bill in Xero. While this isn't in our immediate plans our team are aware and keeping a close eye of the support for this idea.

    While this isn't currently possible when manually entering bills I wanted to highlight our new Quick view and edit feature - If you upload or email bills to create drafts in your organisation you'll find you can use the quick view option to easily add a planned date.

    If you don't have the edit option in your bills just yet, this feature is in the process of rolling out and should be with all customers soon. 😊

    Amy Hatcher supported this idea  · 

  6. Contacts: Pin a note on client profile

    16 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Amy Hatcher shared this idea  · 

  7. Sales invoices - Download all invoices

    15 votes

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    3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as mentioned in my last update this is already possible with the option to export invoices as a CSV. This will download your invoices with the detail in a CSV format that could be used for some of the purposes described here.

    I want to be open that we don't have any plans at this time for enabling a download of multiple invoices at a time as separate PDF documents.

    While the idea will moved to Not in pipeline voting will remain open, and if it does pick up traction from the community we may revisit.

    Amy Hatcher shared this idea  · 

  8. Sales Invoice - Bulk Download of PDFs in separate files

    24 votes

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

    Thanks for stepping out the process for others here, Vicky. You're correct in the way this currently works. 

    It'd help when sharing back with the team if you could share more detail of why you'd like the ability to export in bulk but create individual files. What would this help your business do? 

    Amy Hatcher supported this idea  · 

  9. Xero Blue | Global Search - By Contact account number

    52 votes

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    submitted  ·  24 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Amy Hatcher commented  · 

    Ability to search by account number on dashboard for clients and invoices.

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    Amy Hatcher commented  · 

    Agreed! Would be extremely helpful, not sure why this isnt already an option!

    Amy Hatcher supported this idea  · 

  10. Invoice - Ability to search invoices using account number

    16 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Amy Hatcher supported this idea  ·