1439 results found
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Invoice Templates - Customize header for Paid Invoices
Would like to have the ability to customize the header for a paid invoice to be TAX INOVICE while the unpaid invoices are just called Invoice. Currently the templates allow for a custom title for the over due invoices, approved invoices but not paid invoices.
1 vote -
Run a report on a monthly basis to pay my employees expenses
If employees are putting their expenses onto Xero Projects then you should be able to pull a report and pay their expenses from it. Otherwise they are going to have to duplicate work by putting it on Projects and then submitting an expense claim.
4 votesMaybe a case of understanding your workflows here a bit better, Rachel. Currently when entering an expense through Xero Expenses you can assign to Projects so these'll attach and show against your Projects in Xero - Would be great to get more details if there's something in here which requires duplication.
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Invoice - Link back to project from invoice
I would like to be able to have a link to click that takes you back to the project that the invoice was created from. There is a note to say what project it was but I have to go to projects and find the project, I would love for this note to be a direct link to the project.
13 votes -
Global Search - Ability to search Projects
Why can't you search for project number using the magnifying option top right main screen?
3 votes -
Invoice - Show Domestic Reverse Charge VAT on Invoices
Show the total amount of Domestic Reverse Charge VAT on an invoice, to make it clear to the customer what is due by them.
It is not necessary to show the VAT amount on each line, when it is the same for the whole invoice.
While Xero may be compliant with HMRC, it is not right for businesses who are being repeatedly asked for this information to be shown on invoices. It would be a simple fix for Xero as the functionality is already in place.This is on a discussion thread with plenty of users requesting the same thing.
13 votes -
Customer Statements - Use Contact default to apply template
We are a multi-currency business. We send out invoices in GBP (base currency), EUR and USD. We have 3 bank accounts (GBP, EUR, USD. I therefore had to create separate invoice templates for each currency, to show the correct bank details. I added the relevant invoice theme when setting up a new contact (customer). This works well when raising an invoice. However when manually sending out a statement it does not take the invoice theme from the one chosen on the invoice (= in our case normally default invoice theme on contact). It takes the ‘default template’ = the first…
24 votes -
Projects - Display Project Number manager fields within invoice
Customer purchase order number field.
Why is there no field for customer po number?
8 votes -
EU Invoice: Ability to switch comma/decimal format
Currently in European Countries except for the United Kingdom, the comma is used as a decimal separator not the dot.
Europe: x.,xx i.e. €1.250,55
UK: x,.xx i.e. £1,250.55For those Xero users invoicing to Europe countries It would be great if we could change the format of these numeric separators to better conform to European countries.
The only ability we have at the moment to customise this is to remove the comma separator completely and have no decimal places.
i.e €1 2518 votes -
Xero Me | Expenses - Add a missing tax invoice declaration form option
Can you please add a missing tax invoice declaration form option in the expense app that aligns with ATO requirements so that I can complete within the expense app rather than completing a form outside of Xero and attaching it.
1 vote -
Bills - Add a "Remove All Payments" option when editing
When editing a paid bill, for example, changing the VAT rate, where you have to Remove the Payment first before editing line items, could there be a function to Remove all Payments rather than one by one clicking remove and re-do.
We often have bills paid in installments, or electricity bills paid by Direct Debit, so we have to remove 10 payments one by one in order to make any changes to the original bill.
1 vote -
Reports - Customer/Supplier Bill Activity show Debit & Credit in separate columns
I refer to the Customer/Supplier Bill Activity reports which shows transactions as positive and negative figures. Could you *** create a report to show bill activity in Debit & Credit separate columns format instead of positive and negative figures in 1 column? Thank you
8 votes -
Purchase order - Ability to attach PO to the invoice
Attach the raised purchase order to the invoice rather than creating supplier invoice from it. Upload the created purchase order in Xero - against the supplier invoice uploaded to Xero awaiting authorisation
20 votes -
Projects | Mobile app - Increase expense description character limit
When I post an expense through to a project, for some reason it limits it to 100 characters, which pretty much makes it un-useable for me.
This is annoying, as I was just thinking how handy the projects app is, but now all the "projects" I've set up are basically a waste of time as I need the extra detail on my invoices.
Please can you change this?3 votes -
Xero Projects - Search Tasks within a Project
We are a small consultancy firm and we do work for customers for multiple sites. We set up our projects where each task is a separate site. We need to be able to search for these tasks but the search option only allows searching at a project level. Can you please update the functionality to be able to search based on task name?
6 votes -
Check Register: Hide previously printed checks
When printing newly created checks it would be nice to have the ability to easily select all for just those new checks by marking all previously printed checks as having already been printed instead of either having to check the box next to each check you want to print or by doing a search by date (if you print checks once daily) to be able to then select all to print.
5 votes -
Project Details Report - Summarise by Project Name
The Project Details report has the option to Summarise by Project Name, however the feature doesn't work if you select multiple projects. Xero support have advised that they know about the problem but don't plan on fixing it. The report just comes back with a message saying "There is No Data to Display". This report would be very useful as it is the only report that shows remaining hours on the summary version. Project reports overall are very confusing and this is the report that makes the most sense and is not working.
6 votes -
Bills: Open links in new tab on the new bills screen
On the new bills screen you're now unable to open other areas (awaiting payment/draft etc) in a second tab without first opening the purchases overview window in a new tab.
On the old bills screen you could either middle click or ctrl+click the options at the top of the list to do this and it was rather useful.
5 votes -
Bills - Transaction dates shown in batch payment summary PDF
What I want to show in the batch payment summary is the transaction date.
For example, I used my personal money to buy sth on 1st June & 10th June. Then I submit "expense claims" on these two days. And when accountant batch the payment for my claims, I want to show the transaction date (1st June & 10th June) on the batch PDF, just as shown in my attached image.1 vote -
Purchase Orders - Option to decline
Would be useful to have the option to decline a PO request to remove it from the 'awaiting approval' tab, currently the only option you have is to delete it.
The full PO side of Xero requires an upgrade, it's useless
2 votes -
Bills - Auto populate Description from Reference field
When you create a new transaction you have 2 fields which identify the nature of the transaction - "Description" and "Details".
I find myself constantly copying one to the other. It would be really useful if Xero could auto-copy description across to details, and if you don't want it the same you can overtype the details.
Having content in both fields helps identify the item, and usually the same content will do.
3 votesAaah I see, thanks for the extra detail, Rick. Have slightly updated the title of your idea and we'll start to get a sense of the interest from your idea here.
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