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46 results found

  1. New Invoicing - Option to switch Autosave off

    436 votes

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    submitted  ·  201 comments  ·  For small businesses » Business features  ·  Admin →
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    Bryan Steel supported this idea  · 

  2. New invoicing - Untick sent when invoice is edited

    9 votes

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

    Thanks for your idea and feedback, Maria. I'm just checking in with the team on the history for the send in the second part of your post here.

    In terms of the sent box being ticked. This is automatically ticked when the invoice is initially sent and does not change when an invoice is subsequently edited. Appreciate this might be something that would help your processes and I've slightly amended the title of the idea for this.

    While we don't have any plans for this right now, we'll begin to get a sense of the interest in this, here.

    Bryan Steel supported this idea  · 

  3. New invoicing - Remove invoice description character limit

    23 votes

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

    Thanks for continuing to share your feedback on new invoicing and your needs in increasing the description field. As mentioned in my last update, currently each line of your invoice can contain up to 4,000 characters within the 'Description' field.

    Though we don’t have immediate plans for extending this, our product teams have started some more research to get a deepened sense of our invoicing users for future improvements. If you'd like to share further feedback we'd love to hear from you, through our survey here.

    Bryan Steel supported this idea  · 

  4. Bills to pay - Consistent font size

    68 votes

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    14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bryan Steel supported this idea  · 

  5. Invoices - Show paid date on invoices screen

    15 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bryan Steel supported this idea  · 

  6. Contacts - Add customer's invoice payments to Contacts

    44 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bryan Steel supported this idea  · 

  7. GoCardless - GoCardless as a Bank Feed

    32 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bryan Steel supported this idea  · 

  8. New invoicing - Searching items by start of field

    18 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bryan Steel supported this idea  · 

  9. BAS - Add a GST calculation worksheet

    28 votes

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

    Appreciate the feedback on the use you found with the previous worksheet. 

    With the newer BAS while there is no GST calculation worksheet, you can run a Custom Date report to get YTD figures, which can be accessed through the Activity Statement dashboard.

    Being open we don't have plans of adding the worksheet to the new BAS report at this stage, however we'll continue to get a sense of interest on this here and share if there's any change.  

    Bryan Steel supported this idea  · 

  10. Reporting - Filter the Profit and Loss by Contact

    58 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bryan Steel supported this idea  · 

  11. Manual Journals - Ability to post journal entries to bank/cash accounts

    92 votes

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

    Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.

    Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.

    Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.

    Bryan Steel supported this idea  · 

  12. Chart of Accounts - Assign a Tracking category

    135 votes

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    submitted  ·  16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bryan Steel supported this idea  · 

  13. Bank reconciliation - Add attachment to Find & Match (multiple match) transactions

    118 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bryan Steel supported this idea  · 

  14. New Invoicing - Allow fields to be populated in any order

    38 votes

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

    It’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.

    Bryan Steel supported this idea  · 

  15. New Invoicing - History to include if invoice is resent

    313 votes

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    73 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

    Bryan Steel supported this idea  · 

  16. Invoicing / Bills | List views - Freeze top row and first column

    55 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Bryan Steel supported this idea  · 

  17. New Invoicing - Move Save button to bottom of invoice like classic

    226 votes

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    38 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes. 

    Bryan Steel supported this idea  · 

  18. Invoices/Bills - Feature to 'write off' as bad debt

    695 votes

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    14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Bryan Steel supported this idea  · 

  19. Credit control- Add 'Days Overdue' to Contacts

    83 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Bryan Steel supported this idea  · 

  20. New invoicing - When sending show organisation's trading name at top of invoice

    189 votes

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    submitted  ·  70 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bryan Steel supported this idea  · 
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