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21 results found
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1 vote
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. 🙂
Jeanne-Mari Kriel
shared this idea
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1 vote
Thanks for sharing this idea, Jeanne-Mari. The ability to add multiple parties to an invoice could be useful for businesses where billing involves several stakeholders.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this were available, what details would you want to include and where?
An error occurred while saving the comment Jeanne-Mari Kriel
shared this idea
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42 votes
Hi team, we appreciate the needs some customers have to be able to better manage and keep record of bills and bad debts related to these transactions.
This idea has been created off the back of this original idea so we can get a clear sense of interest in managing bad debts in Bills versus Sales invoices.
This isn't something we have planned at this point, but will continue to review this idea as the team plan their roadmaps. We will share if there are any updates around this.
Jeanne-Mari Kriel
supported this idea
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162 votes
Thanks for sharing your idea, on the platform.
We've reviewed the idea and it's now up to the community to get behind and support it. Sharing your idea with colleagues could benefit so they can add their vote too!
Members can now also comment to share additional details about how your idea could improve their experience with Xero.
Jeanne-Mari Kriel
supported this idea
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13 votes
An error occurred while saving the comment Jeanne-Mari Kriel
commented
It would be great if Xero Practice Manager included an automatic time-tracking feature similar to Memetime.
Instead of manually starting and stopping timers, XPM could detect which client, Xero organisation, or work files a user is actively working on and automatically suggest time entries. Users could then simply review and approve their time at the end of the day.
This would:
Reduce missed billable hours.
Save time on admin.
Improve the accuracy of timesheets.
Make time tracking much easier for accounting and bookkeeping practices that switch between multiple clients throughout the day.This would be a huge productivity improvement for firms using XPM.
Jeanne-Mari Kriel
supported this idea
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2 votes
Hi everyone, thanks for sharing your feedback on being able to import PDF bank statements directly into Xero in the UK.
We can see how this would make it easier to get bank data into Xero without needing third-party conversion tools.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Jeanne-Mari Kriel
commented
Not all clients use bank feeds or are able to connect their bank accounts to Xero. Many still provide PDF bank statements, which have to be converted to CSV using third-party software before they can be imported.
Add a built-in tool that allows users to upload a PDF bank statement and automatically convert it into a Xero-compatible CSV file for import. Users should be able to review the extracted transactions before importing them.
Eliminates the need for third-party conversion software.
Saves time for accountants and bookkeepers.
Makes it easier to process clients who don't use bank feeds.
Reduces manual data entry and import errors.
Creates a smoother workflow for accounting practices managing multiple clients.Jeanne-Mari Kriel
supported this idea
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1 vote
Thanks for sharing this idea. We understand the value of being able to request documents in one place and make it easier for clients to provide what’s needed, without relying on separate emails or tools. We’re moving this idea to Gaining support so we can gauge how broadly the community would use this capability and understand the scenarios that matter most. Please vote and comment, including how you would use it and what types of documents you would request, to help us assess the level of interest.
Jeanne-Mari Kriel
shared this idea
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5 votes
Thanks for raising this with us, this was great Feedback. We are continually enhancing Xero and specifically the new Smart Doc Capture feature, so its great to hear what our customers want to see. The option for a search function in Files is something that our Product team is currently developing and we will round back to this idea and update you when this is is released.
Jeanne-Mari Kriel
shared this idea
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125 votes
Thanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
Jeanne-Mari Kriel
supported this idea
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66 votes
Hi team, in the aim of transparency we have split this idea out from the original one here so we can get a better understanding of the interest for this change in each area of Xero.
Being quite different features within Xero it's not likely that a change in one would be reflected in the other area at the same time. We will continue to track interest in removing quotes from the all list here and share if there are any updates.
Jeanne-Mari Kriel
supported this idea
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37 votes
Thanks for your feedback on bulk photo attachment for invoices created via the mobile app.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Jeanne-Mari Kriel
supported this idea
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10 votes
Thanks for sharing, Jane.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We don't have any plans for this right now, but we'll track the interest from your idea here.
An error occurred while saving the comment Jeanne-Mari Kriel
commented
Currently, when downloading invoices, quotes, statements, or other documents from Xero, the files are automatically saved to the browser’s default Downloads folder.
It would be very helpful to have an option in Xero to select a specific save location or default folder for downloaded documents. This could include different folders for invoices, quotes, statements, and purchase orders, or the ability to save directly to a client folder in OneDrive, SharePoint, or Google Drive.
This feature would reduce manual filing, improve document organisation, and save significant time for businesses and accounting firms that process a high volume of Xero documents daily.
Example:
Instead of every file going to Downloads, users could choose:Invoices → Client A > Invoices
Quotes → Client A > Quotes
Statements → Client A > StatementsThis would create a much more efficient workflow for Xero users managing multiple clients and large volumes of documents.
Jeanne-Mari Kriel
supported this idea
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101 votes
Thanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.
Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.
Jeanne-Mari Kriel
supported this idea
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34 votes
Appreciate you sharing your idea, and letting us know the changes that matter most for you, Alyson.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the tractions this idea receives in the community. Thanks!
Jeanne-Mari Kriel
supported this idea
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42 votes
Hi everyone, we'd like to get a feel of the support from the community in this idea. If there's any progress or updates to share we'll post to you all here, Thanks
Jeanne-Mari Kriel
supported this idea
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143 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Jeanne-Mari Kriel
supported this idea
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8 votes
Appreciate you raising the idea here, Sally.
It'd be great to understand when you say "dismissing" notifications, would this be by clicking the "x" icon in the top right hand corner of the notifications pop-up, or within the notification feed? Thanks
Jeanne-Mari Kriel
supported this idea
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12 votes
Hi Karen, appreciate you shared this feedback sometime ago. Looping back to better understand your idea here - Is there a specific part of Xero you find shows too much white space?
This will help when sharing your feedback with our product teams internally.
Jeanne-Mari Kriel
supported this idea
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83 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more control over lock dates is for protecting your data integrity and supporting your workflows.
As part of our wider review of roles and permissions across Xero, we’re pleased to let you know that this is a feature that we’re exploring controls in and reviewing the viability of. We'll keep you updated here as our plans shape up further.
Jeanne-Mari Kriel
supported this idea
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38 votesJeanne-Mari Kriel
supported this idea
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Good day Xero,
Thank you for considering this idea.
I would want the following dedicated, optional fields on both Quotes and Invoices:
* Bill To / Customer – the party responsible for payment
* Property Owner – ideally selectable from Xero Contacts
* Tenant Name – ideally selectable from Xero Contacts
* Service Address – separate from the customer’s billing address
* Rep / Technician – the person who completed the work
* Job Reference / Work Order Number
For example:
Bill To: ABC Property Management
Property Owner: John Smith
Tenant: Jane Smith
Service Address: 123 Main Road
Job Reference: WO-45821
Technician: Mike Jones
The key would be having these as dedicated fields rather than manually typing everything into the invoice description. Ideally, the relevant people could be selected from existing Xero Contacts, making the information consistent, searchable and easier to manage.
I would also make these fields optional and configurable within invoice and quote templates. Users should be able to select which fields they want displayed and deselect or hide any fields that aren’t relevant to their business.
For example, a property maintenance business could choose to display Property Owner, Tenant, Service Address, Technician and Job Reference, while another business may only need the Job Reference.
This would make the feature flexible across different industries and keep invoices and quotes clean and relevant.
Thank you again for considering the suggestion. I think this would be a really valuable addition to Xero, especially for service-based and property-related businesses.