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142 results found

  1. Branding - Links to Invoices from custom DOCX Statements

    58 votes

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    submitted  ·  23 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    David Benady supported this idea  · 

  2. Xero Projects - Charge out Rates by staff member not by Task

    50 votes

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    submitted  ·  15 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Benady supported this idea  · 

  3. Xero Accounting app - Ability to send statements from the mobile app

    50 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Benady supported this idea  · 

  4. Bank Reconciliation - Option to switch Spend Money to Receive Money

    10 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Benady supported this idea  · 

  5. Bank Reconciliation - Filter by spend/receive money

    28 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Benady supported this idea  · 

  6. Invoice payments - Email notification when payment received

    30 votes

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    16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Benady supported this idea  · 

  7. Xero HQ | Reporting - Exchange Rates used over a period that is exportable to Excel

    43 votes

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

    Hi 👋 - Is there a specific purpose this report would help with? 

    Also to better understand the idea would this be on a client basis or across all clients that are managed by a practice? 

    David Benady supported this idea  · 

  8. Invoices - Ability to set "Ask a question" replies to be sent to the organisation delegated email address

    29 votes

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    10 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Benady supported this idea  · 

  9. Bank Feed - Ability to manually 'Get statements'

    16 votes

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    9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hey everyone! The ability to manually refresh your bank feed really depends on the type of connection you have. For many banks connected via Yodlee, you can already give the feed a nudge and refresh it manually within Xero when you're ready to reconcile. Some of our direct API connections also support this, with a few even importing transactions in near real-time.

    As this feature is only available on some feeds, we've moved this idea's status to 'Gaining Support' to align with our new statuses for Xero Product ideas. You can read more about this on our blog. 

    While building a manual refresh option for every feed type is not on our immediate roadmap, we're keeping a close eye on your votes and comments to help us gauge demand for future work.

    David Benady supported this idea  · 

  10. Email Templates - Account Number Placeholder

    11 votes

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

    Thanks for the confirmation, Sally. We have some current work underway with the email send modal in invoices, however I want to be open that at the time the team are not extending to add new placeholders that can be used. 

    For now, as you may have found you can edit the default email to add the Contact Account Number before sending the invoice. Appreciate wanting something more automated and we'll continue to track the interest of this idea and share if there's any development. 

    David Benady supported this idea  · 

  11. Reports - display currency symbol

    19 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    David Benady supported this idea  · 

  12. Invoicing: Set invoice reminders by invoice branding template

    26 votes

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

    Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.

    We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.

    David Benady supported this idea  · 

  13. Contact - Show total overpayment amount on Contact page

    11 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Benady supported this idea  · 

  14. Reporting | Budget Manager - Customise report layout

    215 votes

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

    Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.  

    While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.

    We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas. 

    David Benady supported this idea  · 

  15. Reports - Option for 'Start of Fiscal Year to End of Last month' date range

    13 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Benady supported this idea  · 

  16. Budget Manager - Ability to add Notes

    21 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Benady supported this idea  · 

  17. Supplier Bill Activity report - Run in Foreign Currency with totals

    25 votes

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    16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Benady supported this idea  · 

  18. Reports - Generate a report for transactions without receipts attached

    35 votes

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Benady supported this idea  · 

  19. Pricing Plans - Create a plan for 'Holding company with subsidiary ledger accounts'

    10 votes

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    submitted  ·  5 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    David Benady supported this idea  · 

  20. Pricing Plans - Have a dedicated team advising on software for different industries

    4 votes

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    0 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the idea here, it's good to know how we can help businesses understand how best to navigate Xero when onboarding a business. 

    For the UK we now have a page on our website that helps you find a plan that's right for their business. Xero will provide a plan recommendation based on responses to a selection of questions. 

    Though only available in the UK atm, we are looking to extend this to other regions and I'll keep you updated on when this is available elsewhere, here. 

    David Benady supported this idea  · 
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