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156 results found

  1. Global Search - Enter terms/phrases and show similar results (not just exact matches)

    5 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Fiona Davidson supported this idea  · 

  2. AU Payroll - Revert to the "Pay Employees" page after a pay run has been filed

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Payroll  ·  Admin →
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    Fiona Davidson supported this idea  · 

  3. Bills - Feature for Recipient-Created Tax Invoices (RCTI)

    5 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Fiona Davidson supported this idea  · 

  4. Invoices - Ability to show recurring invoices within the Contacts page

    9 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Fiona Davidson supported this idea  · 

  5. Contacts - Add screen scroll bar to allow better view when minimised

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Fiona Davidson supported this idea  · 

  6. Contacts - Recognise a customer code aswell as the name

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  7. Email Templates - Create your own custom placeholders

    1 vote

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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  8. Email - Ability to cc and bcc sent emails

    19 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  9. User roles - Restrict Users from updating contact details

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  10. Quotes - Add delivery address to quote

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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  11. Credit Note - Allocate to different contact

    5 votes

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

    Thanks for your feedback here. Currently when you create a credit note/overpayment the balance is reflected in the contacts record. This shows as a negative value in the list of the customer's invoices.

    With new invoicing, if you create an invoice for a contact that has outstanding credit, you'll be asked if you'd like to allocate this credit once the invoice has been approved. You'll also see the available credit and option to apply each time you view an approved invoice. 

    While it's not possible to allocate credit from one contact to another you could edit an existing credit note to change the contact without having to recreate it from scratch. 

    Fiona Davidson supported this idea  · 

  12. Reporting - Rename published report

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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  13. Reports - View banking narration in account transaction report

    25 votes

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    submitted  ·  14 comments  ·  For small businesses » Accounting features  ·  Admin →
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  14. AU Payroll - Ability to add multiple Pay Templates

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Payroll  ·  Admin →
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  15. Xero Me - Add field for overtime reason

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Payroll  ·  Admin →
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  16. Bank rules - Option to pause/disable Bank Rules

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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  17. Customer Statement - Show links to credit notes

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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  18. Bills - AI reconciliation of supplier statements

    10 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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  19. Reporting | Current Financial Year by month - actual and budget

    2 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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  20. Main Dashboard - API option to allow access to the dashboard only

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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