4859 results found
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New Invoices - New Contact search address by postcode
As the new invoicing is no longer optional. I believe this issue must be addressed for all customers in the United Kingdom.
When adding a new contact upon invoice creation, allow us to search for the address via postcode like we used to. This could be achieved by postcode search ABOVE Billing Address, then auto-populate the billing address based on the input post code.
Note there were many issues with the search results which must also be addressed (See: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46289185-contacts-improve-uk-postcode-lookup)
OR alternatively allow us to simply input the full address as one line and YOU automatically digest it and…
18 votes -
Reports - Ability to add Sales Inventory Items to P&L Report
We would love the ability to include/add Sales Items to the P&L Report under Cost of Goods Sold - in order to track specific items(products/services).
1 vote -
Reports - Voided invoices have a currency value on the Receivable Invoice Summary
It could be a glitch or just how the reports work, but Voided Invoices that were voided with a currency value in them, appear on the Receivable Invoice Summary with that value. So Invoice INV-45831 was for £123.00 but was voided. You can now no longer edit that invoice and in this report it eternally has the value of £123.00.
This is an issue as the data is downloaded to extrapolate many different analysis for sales data.
A bad fix after the data has been downloaded is to try filter and take out the ££ and change the data after…
1 vote -
Bank Feeds - Bank feeds from Macquarie Bank
Ive moved form Quickbooks to Xero (I guess this is common).
Xero does not accept bank feeds from Macquarie Banks - Offset Accounts.
It's very frustrating to manually have to import bank statements every month and I would love if they could please collaborate so it can occurs. It makes it tedious for my business and I lose hours trying to do it every time.Cheers
2 votes -
Account Transactions - Edit transaction dates without remove & redo
I would like to be able to edit an entered transaction, i.e., transfer, payment, etc. When I am reconciling, some transactions are posted on the following month, but they were entered at the end of the prior month this creates a problem when reconciling. All I need to do is edit the date and change it, but I have to remove and redo the transaction. This is extremely time-consuming.
Also, could we change the bank account when we enter the transaction in the wrong registry instead of removing and redoing it?
2 votesHi Ana, out of interest is there a transaction type you generally find needing to use these actions? For example Spend money, Receive money or Payments applied to invoices and bills?
I've slightly amended the title of your idea for the date of the transactions, we have separate idea for changing the bank account you can join for any updates.
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Sales Invoice - Include files attached to an invoice when sending
Ability or setting to default include files attached to an invoice when sending from Xero
Purpose | Steps are currently involved to include files that are on an invoice when sending the invoice to a customer, an option like this would ease the process of including files that a customer needs to have access to and see when they received their invoice
305 votesThanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
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Purchase Order - Change Contact when copying to Invoice
Have also the change payee option, From copying the Purchase order to Invoice, so the customer from PO will remain in supplier contact lists only.
2 votesHi Janilyn, appreciate it's not an option when going through the copy to process. However, once the invoice is created you can click the 'x' next to the contacts name to remove and type the correct customers name.
If the previous contact has only had purchase transactions entered for them, once you've remove them from the invoice they should not be shown in the customers list in your organisation.
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New Invoicing | Attachments - Record Actions in History and Notes
All Actions relating to attached files should be recorded in History and notes, eg Attachment added from Files:Inbox, Attachment Downloaded, Attachment Deleted, Attachment returned to Files:Inbox
11 votes -
AU - Manually edit AU GST on transactions
In Australia, users need to be able to manually edit the amount of GST paid on a transaction. This is required because certain transactions (particularly grocery and pharmacy transactions) have a mixture of items, some of which have GST applied, and some that do not. Unfortunately, the receipts for these types of transactions do not indicate which specific items have incurred GST - they just have a total amount of GST paid on that receipt. As such, it would be great if users could just override the total amount of GST paid for those receipts. See attached for an example…
66 votes -
Financial reports - Insert blank rows
Insert blank row in customised financial reports to separate different groups..
9 votesHi Karen, could you edit the report to create groups that would show this separation?
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Chart of accounts - Ability to set up credit card as a liability without a feed
Set credit card accounts as liabilities, not assets. We are not a bank, so credit cards are properly liabilities. There should be no reason these accounts should be reported as assets in any circumstance.
I can't set Account Type for bank accounts unless there is a feed associated with it. Even though, I'm not sure what good that actually does, and we don't have feeds for all our accounts. "Credit Card" is an available account type for bank accounts when they are feed-enabled, so adding credit cards as bank accounts appears to be what Xero intended, and that's what we…
4 votes -
Trial Balance - Monthly movement report
Would be great to be able to run a report showing the monthly net movement on the trial balance for a year (ie. 12 columns)
7 votesAaah yes I get what you mean, thanks for coming back to clarify for me, Kevin. We'll leave the idea here to gather interest.
While this isn't something we have plans for atm, I'll update if there is any change around this to share.
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Email Templates - Create your own custom placeholders
Create your own placeholders for email templates - For example, I want to create a new placeholder for the previous month.
18 votesHi Kirsty, having looped in with the team this placeholder is not something that has been developed in new invoicing and isn't on the immediate plans at present.
For the time being, you'll be able to use the shortcut shared in classic invoicing. We'll re-open the idea to continue building traction in this here and I'll update you if there is any progress surrounding placeholders that'd help here.
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Quotes - Create repeating quotes
I note there are repeating (aka recurring) invoices and bills.
I would like repeating quotes as well because every year, we issue a quote to some of our clients for maintenance agreements or hosting agreements. It is basically the same quote every year except that the amounts are adjusted for CPI10 votes -
Reporting - Print pdf shortcut
To be able to have a short cut to be able to print pdf straight from report screen without having to click multiple times to get there
1 voteThanks for your feedback, Sadie. We don't have any direct plans for a PDF / Print shortcut atm but we'll feel out the interest from your idea here and let you know if there's any progress.
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Save and continue on draft invoice
New Invoicing - bring back the 'save and continue adding' button in drafts, a feature classic invoicing offered. When completing invoices with multiple lines it is imperative that it you can save during input without having to save and close. Especially now that the new invoicing is unreliable.
1 voteHi Meradene, as new invoicing also encompasses auto save there is no need to manually save your invoice. Once you've added a Contact, as you move between fields of your invoice Xero will continuously save any data you've entered.
It sounds like you may be having trouble with this though and if you're finding you're loosing information you've entered I'd really encourage reaching out to our specialists at Xero Support who can take a closer look to investigate what's going on for you.
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Xero Expense - Use date of last entry
When entering expense claims, the program should be set to retain the date entered in the last expense claim item. When catching up on accounting, it is cumbersome to be working on July in December and have to go back and change the entire date for each entry. I should be able to retain the last entry date on the next and simply be able to edit the day.
1 voteThanks for sharing your feedback here, David. Appreciate how this could be useful when entering back dated expenses. Have you tried enabling receipt scanning as an option to automate some of this data entry?
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AU Payroll - Ability to export timesheets to PDF
When you go into Payroll Overview-Timesheet to Approve-then click on the individual timesheet can you please add an option to export the timesheet to pdf for printing.
3 votes -
History & Notes - Enhance visibility of notes
Suggestion for Enhancing Note Visibility in Xero
When writing notes for any invoice, bill, or manual journal in Xero, the notes are typically placed in the History column. However, this makes them less visible to someone new who might review these documents. If these notes could be added as sticky notes at the top corners of the page, they would be more prominent and could help avoid potential mistakes caused by missing information. Additionally, creating an alert for anyone new accessing these documents would ensure they are aware of important notes. Highlighting these notes could further enhance visibility and capture…
5 votes -
Projects - Add a Customer Sales Order to the Project
Xero Projects - have the ability to add a Customer Sales Order to the Project, and this defaults on the Invoice Reference field when we invoice the project at the end of each month.
2 votes
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