1605 results found
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Sales Invoice - Default sales account when entering invoices
When entering invoices and the account is always "sales" (for example), I would like the option to set up invoices to automatically use the "sales" account? It is currently only an option by setting up item codes and/or setting up through contacts. I would like to see it automatically assign the account at the time of entering the invoice, instead of having to type in an item code. It will save so much more time and avoid errors by users selecting an incorrect account from the chart of accounts.
10 votes -
Repeating Invoices list - View total amount
Hi
On the repeating invoices tab, can we please have the total amount showing of repeating monthly invoices.. Just as it shows the awaiting invoices value on that tab.
This will help business keep an eye on their recurring value income.
10 votes -
Xero Accounting app - Assign billable expense to Project when creating a transaction
I would really like to be able to allocate my expenses to a project within the app.
If I add a receipt via the app, (which for me is the most efficient way to add expenses) I then have to go online, find the transaction, edit it and resave it, in order to sign it to a project. This is frustratingly inefficient and doubles the time it takes to input a purchase!
Could you please add this ability to the app?10 votes -
Xero Accounting app - Use the default tax rates from account codes on invoices
In the Xero App, you have to select a tax rate. It doesn't auto fill like it does on the desktop version
2 votes -
Bank Reconciliation - Bank 'statement details' screen covers invoices
There has been an ongoing BUG in Xero, on the bank reconcile screen, when you select more details about the transaction, it covers the invoices. If you have invoice references in the details, you have to close that then select the invoices in the reference. Xero should not cover the invoices, but display the details along the side, see CASE BUG CX0013467462 for full details and screenshot.
4 votesAppreciate your screenshot and can see what you're meaning here, Craig.
While this is not a bug we appreciate this is not ideal and understand why you'd like to be able to view these to items at once. Currently these are two separate features in the Reconcile screen which is why they work in isolation and the More details view can be open and closed while working with Find & Match.
We don't have immediate plans for changing this behaviour, however I've shared with our team and we will let you know if there's any change planned.
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Branding - Set defaults for different types of transactions
I already submitted and someone closed off my ticket incorrectly.
I want the ability to have a default template for INVOICES and a different default template for QUOTES.
Someone submitted this as already existing here https://central.xero.com/s/article/Set-default-invoice-quote-templates?userregion=true
But the default invoice template set for the contact will override the organisation’s default template when you add an invoice, quote, customer
5 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Being upfront this isn't something we have plans for at this time, however we're keeping a watchful eye on the idea support for this here.
If there's any news we'll share with you all.
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Quotes - Add CIS
Be able to use CIS nominal codes on quotes so CIS is displayed
41 votesHi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.
Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work. -
Payment Services - Add Zeller as a payment option
Zeller is a far better payment option to Stripe. It would be great to have this as an integrated 'PAY NOW' option
1 voteHi Terry, we don't have any plans for extending the payment services we offer with Xero in the near term. However if you have a payment service that doesn't currently integrate with Xero you can see if they have a custom URL with placeholders that can be applied to your invoice template in Xero.
We have a bit of information on this here, however you'll also need to touch baser with Zeller to request the custom URL that you can include, from them.
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Reporting - Running scenario analysis with draft transactions
Dave Andrews asked a question.
Edited Tuesday, 15 August 2023 12:36 PMCan one create a report based on DRAFT information eg Draft invoice not approved
Can one create a report based on DRAFT information eg Draft invoice or draft bill (not approved and therefore not posted into the books of account).For example I would like to see what impact certain entries would have on a balance sheet or income statement but dont want to approve them only to see the impact and then subsequently void or reverse them if I am, say unhappy with the outcome ? I…
2 votes -
Quotes - Choice to show VAT information
Quotes need the ability to either show the VAT content or not. Depending on the type of business you are dealing with at the time i.e domestic or Commercial. Generally domestic clients want to know the total cost including tax (VAT) whereas on a Commerical clients are not bothered as it is generally assumed or stated plus VAT.
3 votes -
Xero Accounting app - Link to Google Drive to upload multiple pictures
I’d like to be able to use Google drive on the app and be able to share links to any given file.
For example: Unit (apartment units) turnovers require multiple pictures (before and after).1 vote -
3 votes
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Reports - Group account transactions by month
I would be good to be able to carry out data analysis of each nominal code and therefore group the account transactions by month with totals rather than by week which will ultimately tie back to the P&L. This would make it useful when carrying out data analysis from the P&L.
8 votes -
Xero Accounting app - Create delivery/service docket
We need to be able to create a service docket via the Mobile app so that service crew can create and issue a service/delivery docket to customers when they are out doing the service. The packing slip option is not available apparently and, besides, its not the right name for what we do.
2 votes -
Inventory - Bulk update/import stock quantities
Ability to have bulk updates and import stock quantities into Xero.
Purpose: To save users time from having to adjust/update inventory one by one.
58 votesHi community, happy to share that we're in the midst of rolling out bulk adjustments! We've heard you, and appreciate that updating stock quantities 1 by 1 can be tedious especially when conducting a stock take.
With our new tool for bulk inventory adjustments you'll find finishing your stock takes faster, giving you more time back to do the things that matter.
Once available in your org, you'll be able to create, review and submit bulk inventory adjustments in-one-go, you can export and import items after a count, and you'll have an Adjustment History page where you can view historical adjustments.
If you don't quite have it just yet, look forward to seeing this soon 😊 I'll be back to confirm once it's live in all organisations. In the meantime you can read more about this feature on our blog.
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Xero Accounting app - Order outstanding bills by due date
Please enable ordering of Outstanding bills by due date, not alphabetically.
Currently, if one wants to see bills ordered by due date one has to access the "Purchases" tab at the bottom of the screen, then hit "Bills" at the top of the screen. The "Outstanding bills" screen — accessed from the (default) Dashboard screen — displays bills ordered alphabetically and it should order them by due date, or at least make it user-selectable
2 votes -
Sales Invoices - Reference field for each line item
It would be great if the Reference field was moved to the body of the sales invoice so that you could add item line referencing with the option to enable the referencing to print on the sales invoice.
For example, a plumbing business completes work for a customer that has multiple rental properties. If the reference field was in the body of the sales invoice, they could add the applicable property address here so that they and the customer could differentiate what work was completed at each property for the invoiced period.
Currently, you would have to invoice separately for…
21 votes -
Purchase orders - Ability to lock/stop editing once billed
Purchase orders should not be able to be edited after they have been billed (even part billed). It defeats the purpose of a purchase order.
We want staff to be able to issue purchase orders. Invoices are approved on those matching purchase orders. The same staff shouldn't be able to edit the original PO if it has been billed as then it doesn't match the invoice that's been paid/being paid.4 votes -
Projects - Assigning an expense to an estimated expense, and the basis for 'What you'll charge'
When editing an assigned expense in the project module, there are four options for 'What you'll charge': % markup, pass cost on, custom price and non-chargeable.
I think there should be a fifth option.
In the instance where the expense is to be tracked to an estimated expense (ie field 2 is completed), there should be the possibility of linking to the 'What you'll charge' amount that is already prepopulated into the associated estimated expense.
This would save a lot of time repeating steps.
4 votes -
Sales invoice - Export Contact account number
Hi,
I have seen several posts about the Account Number not being searchable/usable within the system or via exports. Contacts' names can vary easily from the different systems used by a company and even between departments: ABCco , ABC Company Ltd, ABC Ltd... - the account number can solve these format issues.
In my case i need to export invoices in csv to be then imported in another system, also the invoice standard template has this field (to be ticked or not) it does not get exported which is rather peculiar; that obliges our finance to maintain a mapping file…9 votesIf I understand correctly, you're asking to export the contact account number when exporting invoices from your organisation, Christophe?
If so we don't have any direct plans for developing this at this stage. I'll change the title of your idea here slightly and we can get a sense of the interest from the community of this, here.
- Don't see your idea?