1439 results found
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Invoice / Bill - Copy to a Credit Note
Hi,
You can only create credit notes to Invoices or Bills if these aren't marked as paid on Xero, or by creating them as new items from contacts or using upload via Hubdoc.
I think it would be beneficial to allow the creation of credit notes from bills or invoices that are already paid. Very often, there is a requirement for a credit note to be created when the bill/invoice is already paid. Adding the feature to allow creating credit notes based on the information already recorded on paid bills/invoices would save a lot of time in dealing with creating…
110 votesHi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
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New Invoicing - show 4 decimal places on invoice (i.e. R44.1309)
I want more decimal places on the Line Amount and Invoice Total to display as follow:
1.7568 x 25.12 = 44.1309I can get it to show 44.1300 but I want to set it up to show 44.1309
4 votes -
Profit and Loss - Option to show opening and closing stock
Ability to show opening stock & closing stock closing amounts in the P&L on a monthly, quarterly etc basis.
A function to allow to pick a Balance Sheet code or P&L code for stock and specify what balance to report in the P&L or trading account. ie. when running May 2023 monthly reports, the ability to specify that the opening stock is the stock on hand balance at 30 April 2023 and the closing stock is the stock on hand balance at 31 May 2023.
25 votes -
4 votes
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Email Settings - Contact Name Placeholder to include additional person
It would be great if the Contact Name placeholders could populate the name of the individual person receiving the email rather than just the primary person for a contact.
ex. I have a contact name for a child with the primary person being Parent 1 and additional person being Parent 2. Would love if the Contact Name placeholders could address the email to each Parent 1 and Parent 2 independently instead of just addressing Parent 1 in both emails.
5 votes -
Bills - Automatically open a new tab when adding a bill
Xero made a change when adding bills at some point last year.
Before, when you clicked to add a new bill, it would automatically open in a new tab, really handy when adding multiple bills to a specific supplier.
Now, you have to right click on add a new bill to open a new tab otherwise you have to keep going back to contacts to re-find the supplier in order to add another bill.
Not sure why this needed to change as it was far more user friendly and was quicker to add bills before.
1 vote -
Invoice - Option to customise view of email
The ‘fresh new look’ you have decided to give invoice emails is garish and on the verge of being offensive/pushy - WE ARE NOT A FAN! - and we have been told that this cannot be adjusted!!!!!!!!!!! - REALLY!!!!!!???? - not impressed!!!!! - give the option to amend this or put it back to as it was, please!!!
4 votesSorry to hear the changes are not to your liking, Oliver. While we won't be changing back I can definitely share any specifics that you'd like to see changed. Can you give me any more detail on what it is about the new look that you don't like?
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Invoices/receipts - 'Next' option when viewing attachments
When you've uploaded multiple receipts/invoices to a transaction it would be useful to have a "next" button to go through all the uploads rather than having to X out and click individually into each attachment. For example expenses. This will save time reviewing
1 vote -
Expenses - Multiple levels of approval
We need to upload an Approval Matrix/Approval hierarchy with a scope depending on "Location" and "Total amount" with 2 levels of approvers for "Expense claims" (EC) & "Purchase Orders" (PO).
With that, we are looking for automation on sending the EC & PO automatically by the system to the correspondent Approver depending on the scope through email.79 votesThanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
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Projects - Automatically add project when starting timer
If im in a project and i start the timer i still have to tell it which project im timing (find or choose a project) Seems logical for it to automatically populate the field with the project im currently in...
1 vote -
Reporting - Checkbox to reconcile bills against supplier statements
I think it would be helpful to have an interactive check box next to invoices in aged payables detail report to help with reconciling against supplier statement.
5 votes -
Invoices and Bills - Use cursor keys instead of mouse or tab
Include Alt+Key options for cursor positioning rather than having to use the mouse or Tab Key. eg Search, Save, Save and continue, Approve, Approve and add, etc
10 votes -
Products and Services - Add contact column to transaction report
In the Products and services 'Transactions' page I would like add a column so I can see who I sold a particular product to without going into every invoice separately.
6 votes -
Bills/Invoices/PO's - Select and edit multiple lines
Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL
5 votes -
Projects | Bills assigned to a Project - Filter and search options
Feedback - Projects: Reporting - Bills assigned to a Project
This is providing feedback on the new feature released in response to
Unfortunately, the issue has been closed for comments - which seems strange as this feature release is clearly a start and not the end of the road for this topic.
My feedback: Thanks for shipping this new feature. It is a good start, but only a start.
Most businesses have a large number of suppliers (& bills) that are overheads related and not project related. As such, these need to be omitted from the view to useful…
22 votesThanks Daniel, and really appreciate your feedback in relation to the recent release and update of the idea you've linked - Feedback you share on our Status updates also get back to the teams involved so they've received your comments there too!
Not meaning to cut the curb the conversation, but we do sometimes need to make tough decisions of when to change the status of an idea.
It's great to get a fresh sense and understanding of interest in further improvements to this feature that our Projects product team can consider development for.
I've slightly amended the title of your idea to reflect the abilities to search and filter within this view and it's really good to have this detail from you of the specific fields and ways in which you'd make use of this change.
We'll begin feeling out the community interest on the idea here, and can…
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Quotes - Add sales tax lookup tool
The sales tax lookup tool is really nice to have on invoices. That function should be added to quotes. When I'm trying to quote a customer, that isn't an option (sales tax lookup). I have to select a pre-saved tax rate. Seems like it would be easy to add that.
10 votes -
Multiorganization Reports
Background: We are a chapter-based organization with almost 50 chapters. Each chapter is a 501(c)3 organization and uses Xero as its accounting software, meaning each one is treated as an individual organization in Xero.
Every week, as the PM, I need to report on the health of each individual chapter. Currently, this process involves me manually switching into each organization's dashboard, checking if their bank is synced, identifying any unreconciled transactions, and recording the date of the oldest unreconciled transaction. This currently costs me ~1.5 hours per week.
Purpose: A report that would allow users the ability to extract KPIs…
1 vote -
Bills - Warning to make clear payment not made form Xero
When paying bills through Xero there should be some warning box to state this will not take money from your bank account. This will be recorded in Xero however you will need to make payments from your bank account.
1 vote -
Invoice - Ability to show invoices with Korean or Chinese characters
Allow the downloaded PDF copies to show chinese characters and korean characters
Regards, Vivian
5 votes -
Invoices / Bills - Option to copy line above
Whilst doing multiline bills and invoices we need a key stroke shortcut that copies the line above to reduce time taken to enter data. I was used to this in sage. I REALLY miss it. Please!!!!
55 votesAppreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
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