Settings and activity

68 results found

1. Quotes - Attach PO to approved quote

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   Kate Rozmarniewich supported this idea  ·  Feb 3, 2025

2. Quotes - Make the Title Field searchable

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   Kate Rozmarniewich supported this idea  ·  Feb 3, 2025

3. Quote - Button to Accept from email received

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   1 comment  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Kate Rozmarniewich supported this idea  ·  Feb 3, 2025

4. Invoice - Automatically generate invoices on quote acceptance

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   submitted  ·  13 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   Kate Rozmarniewich supported this idea  ·  Feb 3, 2025

5. Quote - Copy Project through to Invoice created from a Projects quote

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   submitted  ·  5 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   Kate Rozmarniewich supported this idea  ·  Feb 3, 2025

6. Notification - When quote accepted

   14 votes

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   submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  Delete…  ·  Admin →
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   Kate Rozmarniewich supported this idea  ·  Feb 3, 2025

7. Quotes - Ability to create multi-section quote

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   submitted  ·  9 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   Kate Rozmarniewich supported this idea  ·  Feb 3, 2025

8. Quote - Ability to have quote reminder

   477 votes

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

   Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.

   I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.

   When the teams resources open up and we can consider new development in Quotes like being able to send reminders we'll be happy to share and update you all of this, here.

   Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.

   I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.

   When the teams resources open up and we can consider new development in Quotes like being… more

   Kate Rozmarniewich supported this idea  ·  Feb 3, 2025

9. Quotes - Title and Summary to flow through to Sales Invoices

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   216 votes

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   submitted  ·  119 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   Kate Rozmarniewich supported this idea  ·  Feb 3, 2025

10. BAS (AU) - Monthly PAYG Income tax instalment

    66 votes

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    31 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your input here, everyone. Our team has looked into this idea to better understand the needs and complexities involved, however they don't have any concrete plans for it just yet.

    Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.

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    Kate Rozmarniewich commented  ·  Jan 21, 2025  ·  Edit…  ·  Delete…

    This is an absolute necessity. This is one of my top reasons that I keep my eyes open for new accounting softwares..

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    Kate Rozmarniewich supported this idea  ·  Jan 21, 2025

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

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    14 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  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!

    Kate Rozmarniewich supported this idea  ·  Jan 16, 2025

12. UK Payroll - Employee birthday report

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    submitted  ·  1 comment  ·  For small businesses » Payroll  ·  Delete…  ·  Admin →
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    Kate Rozmarniewich supported this idea  ·  Jan 16, 2025

13. Payroll - Add pay run comparative to prior pay run

    101 votes

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    submitted  ·  5 comments  ·  For small businesses » Payroll  ·  Delete…  ·  Admin →
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    Kate Rozmarniewich supported this idea  ·  Jan 16, 2025

14. AU Payroll - Calculate future leave balances for employees

    177 votes

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    submitted  ·  49 comments  ·  For small businesses » Payroll  ·  Delete…  ·  Admin →
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    Kate Rozmarniewich supported this idea  ·  Jan 16, 2025

15. Payroll | Employees - Upload/attach files in notes section

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    916 votes

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    submitted  ·  230 comments  ·  For small businesses » Payroll  ·  Delete…  ·  Admin →
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    Kate Rozmarniewich supported this idea  ·  Nov 21, 2024

16. Contacts - Allow multiple addresses for a single contact record

    1,261 votes

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    406 comments  ·  For small businesses » Contacts & communication  ·  Delete…  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

    Kate Rozmarniewich supported this idea  ·  Nov 21, 2024

17. Dashboard - Add custom shortcuts as required

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    2 comments  ·  For small businesses » Settings & user roles  ·  Delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.

    The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'

    Are there other specific shortcuts you'd want to see here? 

    Kate Rozmarniewich supported this idea  ·  Nov 21, 2024

18. MFA | Role that can enable another user to reset multi factor authentication

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    submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  Delete…  ·  Admin →
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    Kate Rozmarniewich supported this idea  ·  Nov 21, 2024

19. Bank Reconciliation - Recording refund through bank reconciliation tab

    51 votes

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    5 comments  ·  For small businesses » Settings & user roles  ·  Delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Kate Rozmarniewich supported this idea  ·  Nov 21, 2024

20. AU Payroll - Customise User Permissions

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    submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  Delete…  ·  Admin →
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    Kate Rozmarniewich supported this idea  ·  Nov 21, 2024