1605 results found
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Bills - Support for due dates prior to invoice date
Bill Due Date
At the moment the due date can't be set as prior to the bill's actual date. We self-bill a lot of customers on a monthly basis, but pay them on 27th or the last working day before then. We would like to set the bill date to the last day of the month, but can't.
3 votes -
Files - Add delete button to file preview
In the Files area, there are some that you do not know of until you opened them, and upon seeing them, it's not needed for the business. You have to close the file, either select the checkbox then delete, or the option button on the right to delete. Can you add a Delete function upon opening the file so we don't have to click close just to delete unwanted files? Thank you!.
2 votes -
Projects | Task Invoice - Show detail of time associated to task
Project invoicing to show time in minutes/hours for time entries
This is a requirement of many of our customers. Eg time sent 30 mins shows as 0.5 on invoice. We need a column that shows time for the task time enry. At present we need to manually type 30 mins in the task description to meet customer invoicing requirements.3 votes -
Invoices: Include quote number on invoices
It would be helpful if the quote number was automatically picked up and featured onto the converted invoice.
9 votes -
Invoice reminder - Show the list of those contacts that have reminders turned off
Currently there is no easy way to review the on/off status of invoice reminders for Customer unless they have an outstanding balance, and even then this is only on screen and not exportable, so either a way to filter the Customer list for those which have invoice reminders turned off, or just a report that can be run with a column for the reminders status (on/off and number of reminder sent) would be useful for better credit control review.
28 votesHey team, thanks for sharing how we can improve Invoice reminders and make these more powerful for use in your business.
Our product team has kicked off some research around Invoice reminders. It'd be great to get your input - We've got a quick form here where you can sign up to be part of the process.
As we do our research, the team might reach out with surveys or even chat with some of you directly. We'd be super grateful for your involvement in shaping the future of Invoice Reminders at Xero!
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Xero App - Show outstanding balance on invoices instead of the total amount
I often take part-payments against customer invoices in Xero. But, when I use the app, the full sales invoice amount appears rather than the remaining balance. The app should show the remaining balance on sales invoices - when viewing the list of unpaid invoices.
1 vote -
Files - Allow file to be attached to multiple transactions
The inability to attach credit notes from a batch is becoming increasingly problematic. To clarify: multiple credit notes sent from suppliers under 1 PDF - there isn't the capability to transfer these into a separate folder and then attach each PDF multiple times when creating a credit note from a supplier. As soon as it is attached once it disappears! I have had multiple occasions where there are numerous credits in one PDF and am having to write all but one down in longhand so I can then create the Credits. There is not the function to attach these to…
3 votes -
Branding Themes - Invoice merge field for customer's business registration number
I want to be able to merge a customer's business registration number onto a custom invoice template.
There is a field for this in the database but no merge field available.
15 votes -
Contacts | Quotes - View declined quotes for a contact from their record
Declined quotes to appear in the activity list of a contact - At the moment they do not and the only way to determine if a quote was raised previously is through a search through quotes.
Since it is an activity linked to a contact, fruitful or not, this should be linked to activity list of the contact.
7 votes -
Inventory - First-In-First-Out (FIFO) option in Tracked Inventory
Offer First-In-First-Out (FIFO) accounting within Tracked Inventory as an option.
Purpose: Established US Companies tend to use FIFO for inventory valuation, so Xero would widen its scope of clients by offering the option. Plus, the option adoption would make reporting of its current US clients so much more straightforward.
26 votes -
Xero Expenses - Option to Approve and View Next
Currently when you hit approve on an expense it takes you back to the To Review list. This trip back to where I started adds unnecessary clicks and load times. It would be faster if there was an Approve and View Next option, the same way there is when working through draft bills.
6 votes -
Invoices: Ability to have password protected email invoices
As is frequently reported in the news, cybercrimes are prevalent and increasing. In light of a security incident experienced by one of our own clients - additional security measures to avoid cyber security issues need to be addressed.
Being able to safely send invoices electronically that have some type of protection on them is of utmost importance.
One small step that can easily be made within Xero is to remove the word 'Invoice' from the subject line of the email which basically can lead hackers to where the dollars are.
This can be updated in your email settings- however secondary…14 votes -
Invoices | Statements: Highlight overdue in PDF
Statements to highlight overdue invoices. When running a statement there may be multiple invoices listed, it would be handy if the ones that were overdue could highlighted as such. currently we are editing every pdf to let customers know which invoices are overdue and this would be a huge time saver.
15 votes -
Purchase orders: Ability to add CIS labour & materials
Allocate purchase orders to CIS labour & CIS material account codes. Obviously these shouldn't be included in the CIS report until the purchase order is changed into a bill.
13 votes -
Quotes - Resize summary window
We are a professional services company and use the quote feature to outline our objectives, scope of work and deliverables for a potential new project. As such, we use the summary window to enter all this information.
It would be very useful for us to be able to resize the summary window to view a larger portion of the text. Some of our descriptions can run to several paragraphs and as such, the ability to review more text would be incredibly useful.
I hope this can be implemented with some simple coding.
Thank you.
3 votes -
Notice of Electronic Funds Transfer (EFT)
Option to generate a Notice of Electronic Funds document to send to suppliers requiring immediate proof of payment. Said Notice to include:
remittance date
name/contact details of remitting party
amount
reference / description for payment being made
the bank details of both the remitting and beneficiary banksNot an original idea but I received a notice from a customer. Today I was asked to submit one to a supplier as proof of payment so they could ship out an urgent delivery but I could not provide one. See sample document attached for reference.
4 votesHi Nina, this is something I'd recommend engaging your financial institution or bank about. While you can set up and create a payment in Xero, the confirmation of funds transfer would come at the point the money is paid from your actual bank account to the suppliers bank account.
If your suggestion however is from the Sales side where you'd like to request your own customers provide proof of payment for invoices you send to them perhaps this could be worked into your organisations branding as part of the payment terms?
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Bills - Apply contact defaults when sending bills to Xero (e-invoice, 3rd party etc.)
Populate Contact Purchase Defaults when Bills arrive as e-invoice or from 3rd party app.
As a bookkeeper I was so looking forward to promoting and using e-invoicing, but unfortunately it's not going to work for me (and many of my clients). This is because we often have invoices with A LOT of line items which are brought into Xero just as a total with one line only. However, if we receive an e-invoice all the individual lines would come into Xero and then we are faced with having to click through every individual line to populate the default purchase GL…
16 votesThanks for your support here, everyone. Appreciate there is some interest in this from people emailing bills to their organisation, or importing via a 3rd party application.
We wanted to share a recent change we've made for those using eInvoicing - invoices received via Xero's eInvoicing will apply Contact defaults (such as a set default 'Purchase account) when creating the invoice in Xero. 😁
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Credit Note - Create payment file for cash refunds
There should be an option when refunding money to customers, that we can export the file for internet banking processing?
1 vote -
Invoicing - Don't show Pay Now on invoices for Direct Debit customers
'Pay Now' shouldn't be displayed on invoices where the customer already has a DD in place as it is confusing, could lead to duplicate payments and cause them to contact us to query whether there is a problem with their DD when they don't need to. Xero say this is because xero can't differentiate customers who already have a DD in place, but they can - there is a flag and this is visible in settings and therefore must be available to developers.
2 votes -
Repeating invoices - Daily repeating option
Repeating invoices only currently have the option for weekly or monthly- would be really helpful for an daily option
22 votes
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