1605 results found
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Receipts - Add payment date on Custom Receipts
For invoices/receipts that are created by a custom branding theme, change the 'issue date' to 'invoice issue date', and create a separate field for 'payment date'.
This is so that when an invoice is sent in 2021, and payment is made in 2022, the receipt that is automatically generated will clearly show both dates, instead of just the issue date which implies that the receipt was issued in year 2021 when it was actually issued in year 2022.
14 votes -
Invoices List - Show totals of items selected
On an invoice search from 'All' or 'Paid' Invoices - it would be useful to able to select any or all invoices, and see the £ total of the items selected. This function exists in the Invoices 'Awaiting Payments', and 'Drafts'. On the 'Paid' invoice section, you can select the invoices but it does not show you the total £, only number of items selected. From the 'All' section there is no ability to select any invoices. It would be great if in all sections where you wanted to you can select any / all invoices and it calculates the…
11 votes -
Bills - Ability to zoom in on a bill that's been uploaded.
There used to be a feature that you could zoom into a bill that had been uploaded when putting the information into Xero ( when the bill shows at the left of the Xero page ) This has gone and now I have to keep popping bills in and out to see details. Please could it be re-instated
1 vote -
Invoice Template - Make organisation email address a mandatory field
On the invoice template a mandatory field to be completed of the business email address. Majority on Xero invoices sent don't have an email address which makes it difficult to contact the business via email.
7 votesThanks for the confirmation, Andrew and Sue. While it's possible to add the organisations email in the Contact details field of a Standard branding theme, and could be inserted as Static text on an Advanced template, appreciate there is no specific field for this atm, and why you may like to make this mandatory or a default on the template.
We'll leave your idea for making this mandatory here and you may like to also join this idea for providing as a specific field for this in advanced templates. Being open it's not something we have direct plans for atm, but we'll keep an eye on the interest here and share if there's any plans made.
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Timesheets - Ability to customise their own workplace tasks on the timesheets
Ability for employees to choose tasks carried out via drop down menu.
It would be great if companies had the flexibility to customise their own workplace tasks on the timesheets. This way when employees are filling in their timesheets they can choose the task / tasks they have done for that day and then input the respective hours for each task.
8 votes -
Bills - Bulk delete payments
When bills have had payments added on incorrectly from a non-bank account (i.e. enabled payments to account)
enable a function to remove payments in a bulk action9 votes -
Xero Accounting app | Credit Note - Add a file
We use the app to add a photo to an invoice. It would be great to be able to add a photo to a credit note too.
5 votesThanks for raising the idea, team.
Right now, we don't have plans for developing the ability to edit Credit Notes within the mobile Accounting app which is where functions like adding files would come in, too.
It's good to begin tracking the interest of this here, but want to be upfront with this atm.
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Branding - Invoice merge field for contact's payment terms
Having recently created a custom invoice template for our business I wanted to include a merge field for payment terms (e.g. "30 days form date of invoice") next to the invoice due date field. Unfortunately customer payment terms, even though a data field in the contact record, is not available to incorporate in a customer invoice template. In my opinion this would be a useful addition to the custom invoice functionality.
9 votes -
Invoicing | Default Invoice Date to last entered
It would be nice when entering transactions, for the date field to remain as the last entered date, at least while staying on the transaction page. It is frustrating having to enter the date each and every time when entering transactions. I understand a lot of people are working in there, in real time, and that it is beneficial that the date is always "todays" date, however, when entering stuff for a client from the previous month, this gets annoying.
6 votes -
Invoices - Show payment advice on last page of invoice only
When creating sales invoices in Xero, the cut away remittance slip (or "payment advice") appears at the bottom of the invoice, but if your invoice has several line items and therefore goes over one page, the remittance slip still shows on the first page and makes the invoice look disjointed.
We have played around with the custom invoice feature but because the remittance slip is in the footer of the invoice template, there doesn't seem to be a way for us to manually change this so that it only appears on the last page.
If Xero could build this feature…
3 votes -
Projects Reporting - View future fixed charge amounts
Xero Projects Reporting - fixed charges to be included in Charge Amount column
We use Xero Projects in our accounting practice to track time / costs for client billing. We have some clients who are on fixed monthly charges (e.g. $1,000 per month). When viewing the Xero Projects reports to track performance for the month so far, the fixed charges do not appear in the Charge Amount column. It would be beneficial if the fixed charges appears in the Charge Amount column, given they will be charged.
This allows us to forecast profit for the month more effectively. If we…
1 vote -
Bills - Draft Bills overview, add GST and Account columns
Is it possible to add GST and Account columns to the draft bills screen in Xero to check the account and GST total before approving?
11 votesHi everyone, right now our team are doing lots of work in the bills space to help you streamline your accounts payable. Soon, we'll be adding a quick view so you can review bills and make changes on the fly without leaving the list view. Read more on other changes coming to this space on our blog.
I'll keep you updated when this is released and you can try it out for yourself.
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Projects | Ability to mark task as Invoiced
Have all tasks automatically marked as invoiced (preferably with invoice number) when they have varying hourly rates and times set within the task. Also ability to mark any task manually as invoiced and assign an invoice number if required.
3 votes -
Xero Accounting app - Notification when quote accepted
when a customer accepts a quotation it would be nice to get a notification in the app so that i know earlier that the quote has been accepted rather than finding the email in my junk mail sometimes up to a week later.....
9 votes -
Xero Accounting app | Bills - Shortcut to favourite accounts in 'Categorize to an account' menu
My role as a user is to load my credit card receipts into Purchases/Add Bill. On the template screen I would like to be able to have a "favorite's list" when selecting the "Categorise to an account". Also, all my expenses are to the same Department so it would be great if I could set a default, same with "Select tax rate". Thanks!
1 vote -
Invoice - Encrypt pdf tax invoices (South Africa)
Encryption of PDF documents from within Xero.
Purpose: To ensure Tax Invoices are SARS compliant (VAT404 Guide - Tax invoices must be sent in encrypted format (at least 128 bytes), over a secure line or contain an electronic signature)
9 votes -
Projects Detailed time report - Filter Staff (only show current users)
Reports Projects Filter Staff:
When filtering Project time reports by staff, is it possible to show only currently active (valid) users rather than any and every user ever associated with the account for all time? Can the list be alphabetized?
Currently the list includes every user that ever existed including every instance of when Xero Support was invited (via a support ticket) as well as staff removed from the practice. Furthermore, it is in a random order.
1 vote -
Xero Accounting app - Option to remove decimals
In the mobile app, please make decimals optional. Decimals take up space and cause large numbers to wrap on the screen.
1 vote -
Xero Accounting app | Invoice - Copy to Purchase order
This is for on the App. (Not website). to create purchase order from an invoice. And send the purchase order by email
3 votesThanks for raising your idea, Zoe. The second request for being able to send a purchase order from the app has been raised across here and you can add your support and follow for updates there 🙂
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Stripe Dashboard Integration
I always have my Xero dashboard open. I use it as my navigation starting point when using Xero. The Xero dashboard would be much more usable if 3rd party integrations were possible and developed. I personally would find it amazing if you would develop a widget to integrate Stripe into the Xero dashboard. This would save significant time and make Xero even more integral to my business an many other business. I utilise the Stripe payment gateway for my invoices and a Stripe widget that listed payments in transit, alerts for payments, etc would be wonderful. Please consider such an…
6 votes
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