4177 results found
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New invoicing - Ability to cancel out of draft sales invoice
Cancel a Draft Invoice from Invoice Screen (rather than delete which loses the invoice number). Another user made this same suggestion and the Xero response was to hit the delete button and they then closed down the comments/voting option. However, her point was that if you cancel out of the invoice then the invoice number you cancelled out of is still usable, whereas hitting delete means the invoice number is no longer usable. Why has the cancel button been completely removed and only the delete function is now there.
8 votesAppreciate you raising this again, Tom. While it's possible to Delete a draft invoice as new invoicing has autosave built in it's not possible to just cancel out without saving once a contact has been entered.
We'll keep track of the specific interest for this here, and I have merged the original idea that was created around this in with this one.
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Profit & Loss - customise comparison dates
Customise comparison dates
When running a P&L or any other report with comparison data, it would be handy to be able to customise the date range of the comparison data. Some reports have an option of custom date range, but it's greyed out.
1 voteHi Daniel, it sounds like you may currently be running the Profit & Loss and comparing tracking categories? Currently if you compare tracking categories in the report it isn't possible to select comparison periods.
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VAT - Summary Report by box number
VAT summery report by catagory/box like the one in Sage which is a big help when you have resticted VAT on leasing, roundings, Import vat, VAT on legaland insurance claims etc so you can calculate what the full VAT is and agree the difference quickly without having to go through every single transaction
1 vote -
Business Snapshot - Remove loan bank account from current ratio
I would like to request that the parameters around the business snapshot ratio's (specifically current ratio) exclude long term loans that are connected to a bank feed.
Currently if a long term loan is connected to a bank feed it must be allocated as "Bank" this then over rides any account type or account mapping settings otherwise designating the account as a long term liability in regard to ratio's. Xero simply assumes if it is "bank" it must be an overdraft or credit card and therefore is a current liability. This deems any ratio's within the business snapshot relying on…
7 votes -
Budget - Select multiple tracking options when creating budget
Selecting Multiple tracking Categories in one Budget
I work in an NPO and we have a very complex system, we have 4 departments and in our department we work on many different projects which run over different year periods. we also have donors that donate to more than one project with donations overlapping financial year periods.
we have created two tracking categories, Projects and Donors. Under each category there is multiple options, For example Marketing team - school project and marketing team University project.
We would please like to be able to 1 create budget for each department by selecting…
10 votesHi team, if I understand correctly it sounds like you'd like to create a Budget that consists of multiple options within a single tracking category? Atm, it is only possible to create a filtered budget by one option within each tracking category.
It's not something we have plans for atm, however I'll slightly rename your idea here and we'll get a sense of the interest from the community in this.
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New invoicing - Untick sent when invoice is edited
New Invoicing My issue is that when an Invoice has been amended after it has been sent. I have found that currently the tick is still in the box as Sent . I think it should not be ticked until the amended invoice has been emailed again. I sent it twice to a customer Also The History and Notes on that Invoice Show it was updated but not emailed straight after I edited it. Anyone else having issues with this?? Maybe I should log a support call for it. If so let me know
10 votesThanks for your idea and feedback, Maria. I'm just checking in with the team on the history for the send in the second part of your post here.
In terms of the sent box being ticked. This is automatically ticked when the invoice is initially sent and does not change when an invoice is subsequently edited. Appreciate this might be something that would help your processes and I've slightly amended the title of the idea for this.
While we don't have any plans for this right now, we'll begin to get a sense of the interest in this, here.
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Sales Tax Report (US) - Recognize California's TY 6/30-7/1
Xero's Sales Tax Report doesn't recognize the great state of California's tax year: 7/1-6/30. Xero pull-downs only offer calendar-year options (1/1-12/31). So, we couldn't set up Sales Tax Report for largest state in the US. Please fix this. We can do it ad infinitum manually, but it seems that Xero could fix the problem. (Avalara could inform Xero if other US states also vary from a simple calendar Tax Year reporting.)
1 vote -
Bills - Password protect bills
For invoices received, allow settings to open the invoice for processing, especially for repeat bills. Invoices received from e.g. Municipalities uses the account number as pwd to open their invoice. Settings for this would be useful for automation of invoices received
1 vote -
Searching in Expenses
It would be good to be able to search the expenses to make sure that duplicated expenses are not submitted. Also it is really difficult to see what the expense was for and what the supplier was. Also it is really difficult to change any i8nformation on an expense as soon as it is marked as paid.
4 votesThanks for sharing your idea here in the forums, Mihaela. While we don't have specific plans for adding a search function in expenses atm, it'd be good to better understand what sort of details of your expenses you'd general want to search in order to identify duplicates? For example contact
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New invoicing - sending invoice reminder in a closed period
New Invoicing - currently wont allow me to send an invoice (as a reminder for payment) if it is in a locked period. Which i don't understand as it is not affecting the accounts in any way.
It is very time consuming having to download and then email from google, rather than straight from Xero as before.5 votes -
Bills | NZ - Manually adjust GST for each line
Ability to edit GST line by line on bills in order to agree balances to supplier invoices (Due to rounding issues)
22 votes -
Projects - Ability to move expenses to another project.
I'd like to be able to move expenses from one project to another without having to delete the expense under one project and manually enter it again into a different project number. It would be much easier and so much more efficient to be able to do the same as assigning a bill to a job number and if that job number turns out to be incorrect, it's simply a case of re-assigning the project number to it rather than having to delete and re-enter the whole thing again. Very frustrating and time consuming!
1 vote -
Sales overview - Show Invoice sent date
Sales Overview Improvement Request: Add "Send Date"
To enhance our efficiency and reduce time spent looking up invoice details, it would be beneficial to add the "Send Date" to the Sales Overview page.
Reason for the Request:
Clients sometimes claim they have not received an invoice and ask when it was sent. Currently, to answer this, we must navigate into each individual invoice and check the history, which is time-consuming.
Our team members occasionally inquire about the send date of invoices as well, and without this information readily visible, they too have to go into the invoice history.
Proposed Solution:…
4 votesThanks for sharing the details that’d help you when chasing payments and invoicing in Xero. We don’t have direct plans for developing this atm, however as we continue to plan further developments within invoicing, our product teams would like to get your input, so they can get a deepened sense of our invoicing users for future improvements. If you'd be interested in sharing further feedback we have a survey here, and we'd love to get your insights.
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Sales - Ability to 'add payment' to multiple invoices at once
This would be a really helpful time saver. When our clients make payments, sometimes one payment can be for 20 odd invoices. Rather than having to find each individual invoice to add the payment (which involves these steps: click on invoices awaiting payment > search for customer > click on last page > click on invoice > add payment > then repeat all steps 20 times); there are tick boxes next to the invoices, with the options to 'print', 'email', 'copy to'... could an option be added to the tick box, to 'add a payment'? Therefore the steps would be…
4 votesHi Emily, it sounds like you could use batch deposit here. This is available from the Awaiting payments list like you noted and will allow you to to record multiple invoices as paid in a single transaction.
It can be useful if you’re banking one deposit for multiple invoices, or when a customer makes a single payment for multiple invoices. 😊
Does this solve what you're after?
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AU Payroll - Pay Contractors in payroll and include GST
Hi,
It would be great to be able to pay contractors (who are paid Super) in Payroll and have an option for GST. I feel the Contractor payments aren't user friendly for most small business as they have subcontractors and contractors where only GST is added and no PAYG tax is deducted.9 votes -
UK Payroll - Download links for Payroll reports
Once Payroll is posted we require the relevant reports (journal and activity), I feel a download link (alike the one for payslips) would be beneficial rather than having to view reports and then having to export download for printing or saving purposes, this would save users time.
2 votes -
New invoicing - "add last items" adds last PAID items
I'm invoicing for June, and I'm clicking "add last items" so that I can copy and paste the descriptions, and it added the items from the last paid invoice and not the last invoice - I know because the last invoice had line items for May, and it added the line items from April. The May invoice for the client I'm invoicing is still open but the April one is paid and closed.
I just want the thing to do what it says on the box.
(I'd also like for there to be fewer than 7 different font/size/colour in the…
8 votes -
Bills - Select documents from files in the Upload bills feature
At the moment you can't directly Upload bills from the files inbox we are having to download the files then upload them. Seems like an obvious feature.
1 vote -
Bills - Option to add credit card surcharge
Nowadays everyone include a credit card surcharge when paying a bill. However when the bill is recorded originally, it is without the surcharge. When applying payment to the bill, if we are in the bill screen and we apply an amount higher than the original invoice it records as an overpayment and creates a credit note. There should be an option like in the bank rec screen where it allows us to type in the surcharge so that the surcharge takes the same character as the original invoice. Currently, I have to manually adjust the original invoice to include the…
2 votesThanks for raising your idea here, Carine. Can understand wanting a simpler option to add a credit card surcharge when adding a payment directly from the Bill.
Understand it's not the flow you're looking for here, but one option would be once the payment comes into your bank account you could use Find & Match to select the bill and in the second section you could use the Bank fee option for the surcharge like you mentioned.
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Repeating Invoice - Set up daily invoices
Can we please have the ability to set up daily repeating invoices - currently the only option is weekly or monthly. I can't find an easy work around so far.
2 votes
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