4812 results found
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New Invoicing - Files - 'View' and 'Delete' UI
There is a significant design flaw in the new Files UI:
1. The delete button will remove an attachment on a single click, rather than prompting a confirmation.
2. The 'View' file button is directly next to the delete button increasing the chance of accidentally clicking delete instead. Given the point above there's no way of recovering the attachment as clicking it will instantly remove that file.In the old invoicing you could simply click the file name to view rather than clicking a 'View' button. The delete button was under a cog and initiated a second click to confirm…
6 votes -
Bills - Split once paid
Allow the split on a bill that's been paid to be modified.
2 votesHave you heard of Find and recode, Wade? This could possibly assist with what you're asking here. As the changes made using this tools aren't reversible it is restricted to users with the Adviser role, and we highly recommend trying it out in the demo company before using in your own.
Alternatively the best way to make changes to the bill would be to remove the payment, Edit, then reapply.
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Quotes - Bulk send
Make the functionality of quotes similar to invoices, e.g. import quotes, bulk approve quotes, bulk send quotes. I recently had to send out 417 quotes for the same thing and they had to all be done individually which was extremely time consuming. If they had been invoices, I could've imported them on a spreadsheet, approved them all at once and sent them all at once. Instead each one had to be done individually.
4 votesAppreciate your liking to invoices in Xero, Angela. Each functionality would need to be considered in isolation so I've changed the title of your idea here for bulk sending.
We don't have any direct plans for this right now, but we'll begin to get a sense of the interest and keep you updated of any change, here.
You'll find an existing idea for import/export of quotes that you may like to join as well. If there's any other feature like this that you'd like to see welcome to start another idea. 🙂
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Expenses - Inbuilt calculator
The sum and subtract function in invoices is a great feature; it would be great to use it in expenses as well. I often have to itemise a gross expense total into separate items with different VAT treatments. It would be useful to subtract the itemised line amount from the gross total directly in Xero rather than using a calculator.
3 votes -
Subscription - Read only data access for cancelled subscriptions
Can the data be access in a read-only mode for cancelled subscriptions?
Often historic data has to be referred to but once a subscription is cancelled, you are no longer able to view any of the data.
To differentiate between active and cancelled subscriptions the company can be marked in red.6 votes -
NZ GST - Include Payment due date on finalised/filed
Where have the GST due dates gone from the new GST Return layout?
Also would it be viable for Xero to default no GST for transactions up to a certain date considering some businesses are registered from any point during a month.
6 votes -
GST - Ability to transfer refund to an associated tax payer
We would like the ability to transfer a GST refund to another tax payer. It can be done if we file online at IR and we would like Xero's GST return to file automatically with this feature. We have associated groups and have refunds that we want to offset against another tax payers GST to pay.
15 votes -
Expenses | Navigation - Hold filters when processing expense claims
Currently, when filtering expenses by name, the settings reset to default each time an expense is opened and closed.
Please update it so that the filter settings remain active, eliminating the need to reapply them for each expense viewed.
Also, please add a date filter setting
3 votes -
Bills - View file attachments on a separate browser tab
I work with 2 screens - when entering a bill it would be really useful to be able to view the xero transaction on one screen and view the attachment on the second screen. Currently the bills sometimes have such small print you have to really zoom in and move around the screen to be able to read it. I am aware you can open it as a separate document, but this wastes as much time trying to zoom etc. Many people now work with 2 screens so I think this would be a really useful function.
2 votes -
Aged Receivables - Include credit limit
We would like to see the credit limits included in the Aged Receivables Details, as well as in the Summary. This way, when we are working with detailed reports, it will be easy to see if a customer has exceeded their limit without having to run a separate report.
The amount could be placed as an extra column on the total amount of each client in the report.9 votes -
Stripe - Sync products from xero to stripe
I would like to use Mailerlite with stripe and xero to sell my products. When I log into stripe my products catalogue is empty. I need my products in stripe to be able to use the Mailerlite landing page to sell my products
1 vote -
UK VAT - View multiple unsubmitted VAT returns
We should be able to prepare and view future VAT returns where there are multiple unsubmitted returns. Ie. able to prepare multiple VAT returns for client approval at once. Currently, they have to be prepared and submitted before the next quarter's return is visible.
2 votesHi, grateful for your engagement here community.
Just a quick update that this idea is open for voting and comments from the wider community - please share your thoughts on how this would help you. We'll keep an eye on the support for this idea here.
In the mean time, you may wish to use the “Looking to see VAT transactions for your own date range” option to run off reports for each return period, and then calculate the VAT from this report.
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Accept Lightning Payments
Xero can currently accept online payments however most methods have quite large fees and can result in chargebacks. BTC lightning payments have lower fees (almost nothing) and no chargeback risk. The ability to offer customers this would be great.
There are a few SDK's to implement end-to-end lightning payments that are apparently pretty good such as this one:
https://breez.technology/sdk/1 vote -
New Invoicing - Selecting Print to trigger autosave
Packing Slips need to print what is on screen. Xero how about you create a rule to check what is in the Packing Slip fields and make sure what is going to print also matches. Don't expect the users to have to check what they are printing actually comes out of the printer correctly.
This is the response I got from my Trouble Ticket on this issue today, which suggests the users "wait a few moments to allow the auto save to complete."
New invoicing is very frustrating, why should we have to wait for something that works perfectly well…2 votes -
Invoicing - Undo/revert to previous version of an invoice
Create an undo or revert option for edits made to invoices. We can already see the history of changes made to an invoice, so why can't there be a option to undo or revert to a previous revision of the invoice?
25 votes -
New Invoicing - View Exchange Rate Used
It’s not possible to view the original invoice exchange rate in New Invoicing. New invoicing only shows the current exchange rate. I have to revert to classic invoicing to see what rate was used when posting the invoice.
5 votes -
Xero Tax software for Canada
Sometimes small buisnees is exactly that - a small business without the need for a robust accounting software, but with the requirement for annual online tax filing ability. Effective 2024 all Canadian corporations, with very few execptions, are required to file their corporate tax online.
My understanding is Xero offers this option to UK Accountants & Partners only - not to small businesses.
I suggest this option be made available to the small business that make up most of the country's enterprises. The Canadian government has decreed the online filing method is required from 2024. There are many accounitng programs,…
1 vote -
Inventory - Option to set future price for items from a specific date
ABILITY TO AUTOMATICALLY CHANGE ITEM PRICE ON A SPECIFIC DATE
Obviously item prices vary and when we give customers notice of a price change, sometimes this is months in advance. Now I know I could add a note to the item, but seriously, this would mean checking the notes for every item which would become very tiresome + time consuming.
I would like the ability to be able to go into a line item and be able to change the price of the item on a specific date, so that it when that date comes the item price has automatically…1 vote -
Expenses - Create from PDF files
Allow submission of PDF expenses. We frequently see invoices paid on expenses in small businesses that come in by email as PDFs but need to be printed and photographed to upload the expense.
1 vote -
Projects - Monthly invoicing against time spent on fixed price tasks
We use the project and task options for all our projects.
Each of our tasks within individual project folders have fixed prices. These fixed prices are often of a substantial amount, with projects scheduled to run up to and at times over a year.
We invoice each task/project for time spent each month till the project is completed.
I would like to have the option to invoice against time spent at the end of each month on each fixed price tasks within each project.
This is currently proving to be a nightmare with options for invoicing time spent only being…1 vote
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