1600 results found
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New invoicing - Ability to add Account Code within the invoice
It would be helpful and efficient to be able to make or add an account code straight from the "account code" dropdown in the bill/invoice/journal without needing to go to chart of accounts to make a new one. Currently, users still need to go to the chart and then go back to the bill/invoice/journal but since this refreshes the page, it erases all the data already filled up in the invoice.
21 votesHi team, as mentioned in our last update here our team were looking into improvements.
You may have already noticed but we made a change since this was initially raised so when you select '+ Create new account' at the top of the dropdown list in the Account field, the Chart of Accounts screen will open in a new tab. Fro here you can create the account, and when you return to the invoice, the new account is instantly available for selection.
We are still considering future improvements of enabling account creation directly within new invoicing, so I'll update if there's any news of this to share, here.
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Bills List - Add a Description column
How do I adda column showing the "Description" to the columns of Bills...??
5 votesHi all, while we don't have any plans for adding description as a column to the bills list you may find it a bit easier to view the bill details now using the quick view option.
From the list view you'll see an eye icon that allows you view all details of the bill without having to navigate away from the list screen.
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Quotes - Ability to set default for Discount by % or amount
While it's nice to be able to enter a fixed value discount in our business we use % discounts only. We find the new quote discount field feature that requires a % for the discount or it defaults to $ amounts is causing us to make errors. This is especially confusing as it use to default to % and the invoice still does. I have a couple of suggested updates:
- Create a site wide setting to choose whether your default is $ or %.
- Include a dollar symbol when it is a fixed amount discount to highlight it's…30 votes -
Bills - Automatically calculate Unit Price from a Quantity and Line Total
I have a bill to enter from a supplier with around 40 line items.
The supplier does not list unit prices on their invoice, so i do not have accurate unit prices to enter for each line item to match the line item total.
This means i have to calculate and enter each line item unit price individually in order to match each line item total.
If i could enter the line item total and qty, with xero automatically calculate/enter the unit price, this will make entry of these bills significantly quicker.4 votes -
Purchase Orders - Include payment terms
Would be extremely helpful to be able to include the Suppliers Payment Terms as an addtional field on the Purchase Order Template.
12 votes -
Bills/Invoices - Notes preview
The ability to preview notes added against a bill/invoice from the summary screens, rather than having to open each record to view them. For example a notes icon next to the existing document one, which would display the note when clicked.
11 votes -
Sales Invoices | Awaiting payment list - View Invoice Notes
When on the awaiting payment tab for invoices - having a small notes section visible so you don't have to go in and view each invoice to see if there are any notes. For example if an invoice is dispute and the payment expected date isn't known it would ideal just to see it at a quick glance.
17 votes -
Inventory: Photos for inventory items
Ability to upload pictures for inventory items into Xero.
Purpose: To easily identify each inventory that was inputted in Xero.
162 votes -
Xero to Xero - Share invoice reference number
Please add the invoice reference field when sending an invoice from Xero to Xero via a network key.
4 votes -
Tax Component Calculation - Xero should be calculating the sum of each tax component rounded for each line item.
Xero calculates tax per line based on the total tax value of all components then rounds this figure. It is later split between tax components.
Xero should be calculating the sum of each tax component rounded for each line item.
Image attached shows how Xero calculates a different value for two equal tax components due to this simplistic method it is using to calculate tax. What is the point in having the ability to set multiple tax components if this is not taken into consideration when calculating the total tax value per item.
2 tax rates, both set at 9%…
4 votes -
Project reports - View estimated profit based on quotes
We need to know Potential Gross Profit when Quoting ( Obviously ! ).
Potential Gross Profit = Estimated Charge minus Estimated Cost.I understand that Project Details reports and Project Summary reports require Time Spent to be entered or an Invoice to be generated before Gross Profit can be shown.
But for Quotes we do not wish to generate an Invoice or record Time Spent, because a Quote is not a Project until it is awarded/won and does not require an Invoice until the Project is complete.
Please can we have the capability to look at Potential Gross Profit equals…
20 votes -
Checks - Bulk upload check
Bulk upload of check data into registers for printing using excel or third party. Not the same as paying via check bill payment.
5 votes -
Invoice Settings - Ability to create multiple numbering sequences
If a business uses more than one branding theme for their sales documents, a feature to apply a separate automatic numbering sequence to each one would be useful.
73 votes -
Tax - VAT e filling for Netherlands (Belasting over de Toegevoegde Waarde or BTW)
eFiling connection for VAT with Dutch government (belastingdienst). Similar to https://central.xero.com/s/article/Set-up-eFiling-for-VAT-in-Xero which is available for South Africa.
6 votes -
Bills | Export summary
Ability to export bills with one line per bill showing the Invoice Total rather than showing each line entered for each bill.
10 votesHi Jenny and Michelle, you can run and export the Payable Invoice Summary report to get this information.
If this isn't suitable, could you explain bit more of what you'd like to use this information for? It may help in trying to find a solution that'll work for you both. Thanks
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Projects - Allocate account transactions as expenses
Be able to allocate an account transaction to a Project as an expense.
3 votes -
Quotes - Undo option
Undo option in quotes, invoices etc. When you write int he description field sometimes it gets deleted by mistake and then you ahve to write it all out again. The option to just have an undo button to go back would be so good.
6 votes -
Bills - Email to bills without requiring it to be an attachment
Often companies email invoices but they aren't a PDF - just an email.
So you have to print the email as a PDF - then send to Xero Bills.
It would be good if you could just send through the email invoice (no PDF) to Xero Bills and it was processed without being a PDF.8 votesHi team, apologies for the mismatch in my last update and appreciate the feedback we received on this.
While our new bills upload feature might be handy for some customers in automating their bills process, reviewing the idea here I can totally understand how this does not solve for where you receive an invoice within the body of an email.
We'll open this idea back up, and I want to be transparent that this isn't something we have direct plans for developing atm, however we'll continue to keep eyes on the support here and share if there is any progress surrounding this, here. Thanks
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Purchases - Line numbers on Purchase orders and Bills
Line numbers on Purchase orders and Bills. This is standard industry practice when ordering oversea as they all speck by a line number when referring to a Purchase order. hard to do when there isn't one. I have invented a work around but I shouldn't have to, it should be a standard option as it is a standard thing that the rest of the world uses
9 votes -
Invoices - Permanently delete invoices.
Ability to delete invoices permanently in Xero.
Purpose: To make the lists of invoices looks cleaner, as the voided invoices will not be listed there. Especially for the ones that’s created accidentally.
175 votes
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