1612 results found
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New invoicing - Integrate with Chrome Exporting Tables extension
In original invoicing the Chrome CopyTables extension worked to copy the data from the invoice into Excel for creating pivot tables; that feature doesn't work in new invoicing. We work with multiple vendors on a single project and it's significantly easier to place those orders by copying the tables from Xero into Excel and creating a pivot table. If the base code can't be adjusted to work with extensions like that than being able to export an invoice as a CSV would be helpful.
1 voteHi Jonathan, appreciate the feedback however this is something you'd need to contact Chrome about in relation to how their extension works and if any change can be made to apply to Xero's new invoicing
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Invoicing - Auto updating your quote or invoice while working on it.
Send quotes and invoices via WhatsApp.
4 votes -
Inventory - Automatically change Description, Price etc when the Item Code is changed
It makes no sense to always automatically change the description, price etc when the inventory code is changed.
Make this "feature/bug!" optional, very simple to implement and makes XERO more flexible.
1 voteHi David, could you provide a bit more detail of where you're finding this behaviour? It might even be best to raise this with our specialists at Xero Support who can get a closer look in.
Editing an inventory items Item Code can be done independently so you shouldn't have to update the description or price.
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Batch Payment - File compatible with Lloyds CBO
Any chance we could get compatibility to upload batch payments to Lloyds Commercial banking online without having to manipulate the batch file outside of Xero before uploading.
12 votes -
Projects - Assign bills to closed Projects
As an event company, we often receive bills months after the original project is "complete". I wish I could assign costs to "complete" projects the same way that I can assign invoices to "complete" projects.
40 votesHi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
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Invoice Payment- Stripe Partial payments
Ability to have partial payments through Stripe.
Purpose: Users can easily set up partial payment in one invoice rather than having to create separate invoices.
175 votes -
Inventory - Record stock when Purchase Order entered
Currently, the stock is not updated until the bill is entered. Many times the deliveries can be part-deliveries or billed on multiple bills. It is impossible to part bill and update the stock for the delivered items
Also, we can get billed before any order is even processed by the supplier. To match the bill with the purchase order, it needs to be entered through the purchase order, which updates the stock before it has even arrived in store.
We need the ability to update the stock record in Xero at the time of delivery, not on billing date.
This…104 votes -
Invoices - Bulk export more than 500 invoices
Hi,
Currently Xero restricts the export of Invoice / Bills to 500 rrecords at a time.We, I am sure like so may other Xero users are a small value per transaction - High Transaction number enviromment and therefore even if one filters on date range for one day, the number of invoices are in excess of 500. This also means that we are unable to append files for one day at a time.
My I request Xero to remove the restriction on the number of records while exporting Invoice / Bills transactions please.
Please keep me posted on the…
11 votes -
Invoicing - Add a QR Code to view the invoice online
QR Code on Invoice that goes to same web location as the 'View your Bill Online' link on Invoices.
Currently, a Xero Invoice can have a link displayed for easy/direct payment by customer.
I would like to see the option to include a QR Code, embeded within the EMAIL sent to customers, and on the PDF attached to the Email, that translates to the same link, allowing for easy payment of printed invoices at time of delivery.
Great for 1st time customers, Pay on Delivery or COD customers.
10 votes -
Batch Payment - Ability to 'Bundle' Source Documents with Batch Payment Summary Report
It would be great if there was an option to automatically attach the supplier source invoices to the batch payment summary report.
For example, where an SME has an in-house accounts person raise the batch payment for approval, you would have the option to not just download the batch summary report but include the attached files as well (i.e. the supplier invoices).
Currently you have to down load the batch payment summary and attach the invoices separately. Whilst accounting practices may have document manager packages that can do this for them, SME owners may not and this feature would be…
5 votes -
Xero Accounting app - Ability to view watchlist from mobile dashboard
I would love for the Watched Accounts box from the website dashboard to show up on my phone app dashboard. Sometimes I just need to see a bank balance or expense balance while traveling. Currently have to go to online website to see those watched accounts on my dashboard. Would be super cool to have them on phone app dashboard as well.
16 votes -
Bills - Ability to edit or reinstate voided bills
Reinstate "Voided" bills and invoices
We have had an invoice created accidentally with sensitive payroll info, it was then voided without thinking and now that info is permanently in the xero file - we need to at LEAST be able to edit voided invoices (as you can at any other stage - ie maybe a "reinstate" so we can edit to remove this sensitive data, then re-void??!!16 votes -
Invoicing - Auto send receipt when payment applied to invoice
Allow XERO to automatically send a receipt to a client when an invoice is paid in part or in full.
105 votesThanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
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Quotes - Automatically add attachments when emailing
We have to disclose certain information when issuing quotes and it would be very helpful if we could choose a template that automatically adds documents to our quotes as instead we have to; create the quote; process it; go back into the quote; attach the files and then send this out to the client. We only have 1 business manager and this is very time consuming for them as their time could be spent elsewhere.
6 votes -
Xero Me - Change Expense claimant on Xero Me app
Change Expense Claimant in Expense Claims.
I have a delegate who adds most all of my expenses using XeroMe.They are not an employee rather a bookeeper at the accountant. At present using XeroMe all expeneses are created in their name and in Xero, it states them as an Employee and after saving or submitting you cannot change whom it is for.
In Xero on a laptop, you can change who a claim is for, why is this greyed out in XeroMe?
It should be the same.Also, it would be good to enhance Xero, where you can change the…
2 votes -
Invoicing | History - Show detail of action made
With the currect feature History and note report we are able to see which invoice for example has been edited - change name of invoice - reconciled etc. However we would like to have a more detailed view, for example if an invoice is booked in USD and someone will change the currency in EUR we are not able to see this change , we can see only that the invoice is edited by X person but we are not able to see the change. How can we have this feature?
26 votesHi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.
We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.
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Bills - Quick option to add a new Supplier Credit Note
When you enter a bill and save it as a draft or approve a bill up the top it gives you the option to enter a new bill but it doesn't give you the option to enter a credit note. Because I can click add a new bill I enter all my invoices first but if Xero gave me the option to enter a credit note I would use this very much. Right now I have 14 supplier credit notes to enter and that is not unusual and it is very time consuming having to go back to the bill…
5 votes -
Overpayments - Create Overpayments with Tax on for cash basis VAT
Ability for Xero to treat an overpayment with VAT on - I don't want to use a secondary debtors control account.
We have a client on the VAT cash accounting scheme and we have a number of overpayments which need to hit the debtors control account. When I run the VAT return, these amounts are not being captured for VAT purposes since there is no option to select a tax rate when using the overpayments option.
Should I treat these as prepayments, Xero will allow me to code these to a nominal account with VAT. However, the nominal code I…
11 votes -
Dashboard - Add a privacy button
Please provide a privacy button on dashboard that can be toggled on / off
Quickbooks does this, why can’t Xero?
1 vote -
Navigation - Update the user interface
Not a major one but I feel the whole online site needs a facelift.
Information is not given in an easy to process way and this can make navigating the program more complicated than it seems to be.I recently transferred over from MYOB and where I feel the general program of Xero is better for ease of reconciling etc. some tasks can feel super overcomplicated and difficult to carry out due to poor layout and outdated visuals. This is something MYOB seem to have done well, Xero seems clunky and outdated in comparison, whilst having all the programming and…
3 votes
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