Settings and activity
33 results found
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69 votes
Hi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here.
When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up.
We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress.
An error occurred while saving the comment An error occurred while saving the comment 
Tasha Longmire
commented
This really needs to be added. It is extremely time consuming to check if a mark up has been applied for numerous line items on invoices.
I have noticed when assigning a billable expense to a contact, the cost price is what is used on the invoice, regardless if the expense is in the product/services list with a set sell price.
However, when assigning a billable expense to a project, the sell price is applied if the billable expense is in the product/services list. Though if it is a line item that is not a product/service, there is no markup added.
This causes a lot of confusion and drastically increases the possibility of incorrectly charging customers when invoicing. This needs to be fixed.
Tasha Longmire
supported this idea
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4 votes
Thanks for submitting your idea on Xero Product Idea's, Tasha. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
An error occurred while saving the comment Tasha Longmire
commented
I would like to say again how necessary this increase is.
There is a suggested workaround to put the item code in the purchase description, but it does not work when entering bills as it is the ONLY time Xero does not use the product description. When invoicing and searching in the P&S list the description is used, but on bills it only uses the item code and name, which are both limited.
This limit is significantly increasing the time spent entering bills and increases the likelihood of human error. Please work on adding an increase to at least 50 characters for the item code, if not more. There are requests from 2.5 years ago for this limit to be increased. If that cannot be done, fix Xero so it will use the description when entering bills like it does for invoicing.
Tasha Longmire
supported this idea
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Tasha Longmire
shared this idea
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1,041 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Tasha Longmire
supported this idea
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159 votes
Hi everyone, understand the confusion in some of the recent comments here. To explain how this works at present - A report will automatically default to portrait or landscape mode based on the width of the report. The more columns you add, Xero will automatically switch the layout from portrait to landscape mode.
The same report should not change from user to user, if you're finding this it may be worth checking your printer fit settings and if these differ.
We don't have plans for developing an option of whether a report prints in landscape or portrait mode atm, but our teams are across the interest of this, so if there's any change we'll share an update on this with you, here.
An error occurred while saving the comment Tasha Longmire
commented
Considering there is no way to change the width of the columns in a report, there should be the option to change the orientation.
There is a lot of white space on the exported report and it causes wasted pages (If I press Ctrl+P to print while viewing the report in Xero it is 2 pages, but when exported as PDF/Excel it becomes 5 pages)
Tasha Longmire
supported this idea
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29 votes
Hey team, thanks for sharing how we can improve Invoice reminders and make these more powerful for use in your business.
Our product team has kicked off some research around Invoice reminders. It'd be great to get your input - We've got a quick form here where you can sign up to be part of the process.
As we do our research, the team might reach out with surveys or even chat with some of you directly. We'd be super grateful for your involvement in shaping the future of Invoice Reminders at Xero!
Tasha Longmire
supported this idea
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7 votesTasha Longmire
supported this idea
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13 votes
Hi community, our product team have started exploring some improvements in inventory in Xero with the ability to bulk update the sales price of inventory items by a percentage being one they've set their eyes on!
For now, we'll shift to Under review and I'll be back to share more when there's news 😊
Tasha Longmire
supported this idea
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23 votesTasha Longmire
supported this idea
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An error occurred while saving the comment Tasha Longmire
commented
Even being able to use the multiply feature in the product info would be helpful.
Its annoying that I can use * or / in invoices and bills to pay, however when it comes time to update a products price or create a new product file, I have to use an external calculator because the function is not allowed for some reason.
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33 votes
Hi everyone, we understand that it's not ideal when the one person who set up a bank feed is away, causing delays to your reconciliation.
This is a tricky one, and the limitation you're experiencing is due to how certain bank feeds work, when supplied via our third party provider, Yodlee. These feeds are tied to an individual's online banking login credentials. When a bank requires multi-factor authentication (MFA) – like security questions or a one-time code – only the user who originally set up the feed can provide those details to refresh it. This is a security measure required by the bank, not by Xero, and you can read more about this here.
As noted by others here, one option is to have another user deactivate and then reactivate the feed with their own login details. A different approach could be for the bank account holder to arrange…
An error occurred while saving the comment Tasha Longmire
commented
There needs to be clear-cut option for allowing other users within the org. to refresh the feeds without needing to activate the feed under their own login.
Sidenote: I had the ability to refresh feeds for months, lost it yesterday, and now have it back; am waiting for a response from Xero support with an explanation of why this is as I am NOT the user that activated the account and therefore shouldnt actually be allowed to refresh the feed based on what they've said re: MFA.
Tasha Longmire
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168 votesTasha Longmire
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107 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
An error occurred while saving the comment Tasha Longmire
commented
A much needed feature for businesses that use Projects. We have hundreds of projects, and some customers have multiple open projects. Adding a note to the individual transactions or contact file is NOT a sufficient work around. I need to be able to see the projects status at a glance, not dig through tons of transactions.
This is the 16th comment since the last update by Kelly, can this feature please be added?
Tasha Longmire
supported this idea
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58 votesTasha Longmire
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138 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
An error occurred while saving the comment Tasha Longmire
commented
Yet another voice yelling into the void that this is a necessary feature... Though after 10 years and the update, I don't really have hope this will ever get implemented.
Tasha Longmire
supported this idea
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183 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
Tasha Longmire
supported this idea
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81 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Tasha Longmire
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88 votesTasha Longmire
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3 votes
Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
Tasha Longmire
shared this idea
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9 votesTasha Longmire
supported this idea
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42 votes
Thank you for sharing your feedback and voting on the idea here, community. While we've reviewed this idea and appreciate the needs in what you're wanting here, we want to be open that we don't have any plans for developing a billable expenses report of this nature in the near term.
We will continue to track the interest here, and share if anything changes.
Tasha Longmire
supported this idea
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11 votesTasha Longmire
supported this idea
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I commented already but am commenting again as this is a suggestion for a core feature that is continuing to garner support, meanwhile there are still no plans of implementing it? It has been over 10 years since it was first suggested, BY XERO!
Is it really that hard to set a default across Xero so that billable expenses use the associated sale price for the product?
It is extremely frustrating checking the product and service list to confirm that Xero, without fail, did NOT use the sale price we have recorded. For being an accounting software that we pay almost $100/mo for, there is a seriously uncomfortable amount of room for error.