4810 results found
-
Invoicing - Move 'Amounts are' drop down to right side of page
When adding an invoice we can add an amount and make it either Vat inclusive or exclusive using the drop down box.
Currently this box is on the left side of the invoice layout..why not have it on the right next to the total box as it was in classic view?
It would be more user friendly!1 voteHi Phil, appreciate the feedback. Our teams did lots of research and user testing when making decisions on the placement of options within invoicing.
Being open we don't have any plans for changing the placement of the Amounts are field. However it'd still be good to track the interest in this from our community here that our team can consider.
-
Bank Reconciliation - Add an approval process
Ability to request approval for bank reconciliation and upload the bank statement
1 vote -
Ability to charge a credit card on file
It would streamline workflow if there was a feature that allowed us to store a client's credit card on file and when a single invoice is sent out to the client, the business can charge the card on file.
In previous invoicing systems, I was able to "store" a client's credit card on file and then invoice and charge the credit card on file. This is an important feature for my business as it removes the burden off my clients for paying the invoice and reduces the amount of follow up on my end for collecting payment.
23 votes -
Hubdoc - Add an Audit Trail
HubDoc - Audit Trail
We desperately need an audit trail for documents in HubDoc. We need to know who viewed a document when, who published when, who archived it and when, etc.
13 votes -
Bill Payments - Payment service for South Africa
Supplier bill payments for South Africa for payments and debit orders that directly pulls from Xero, like being done in the UK with Crezco, which can be done with Paysoft Flow (https://paysoftflow.co.za/) in South Africa for example.
2 votes -
Xero Expenses - Email to create expenses
Xero Expenses - The ability (like with bills) to forward an email invoice to Xero and it to be automatically added to your Xero expenses app.
73 votesHi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
-
Account Transactions report - Include project column
Would it be possible to add Project Codes as a selectable column in the Account Transactions report? We would find this most useful as it would save time.
94 votes -
Reports - Ability to include Draft bills and invoices in cashflow reports
I would like to visualise how draft bills and invoices affect my cashflow, something which I know is not possible at the moment. This would allow me to predict how multiple open quotes & projects could affect my financing requirements. Could this be added in future?
16 votes -
Purchase orders - links existing bills to purchase orders
Please provide bills allocation to purchase order option. converting purchase order to bills is not that useful as we received multiple invoice from different suppliers. sometime some supplier send us wrong invoice and without P.O allocations to bills we were unable to catch that kind of mistakes. which result in wrong payment.
benefits of that option:
it will be easy to see if trade/supplier invoiced more than our purchase order (agreed price). as right now there is no way we can see that information in xero.
implementations way could be:
Purchase order should be zero after allocating bill to it…
32 votes -
Contacts - Receive Money option from the New dropdown
The contact card has a drop down box where you can create a NEW invoice/bill etc. Please could RECEIVE MONEY be added to this shortcut?
2 votes -
AU Payroll - No Annual Salary for Casuals on Employee Remuneration
It is better to not to have annual salary for casual employees in their pay sheets and also in the remuneration report in Xero as it is not a reliable figure to have in.
2 votes -
REPORTS - Ability to rename columns
I generate a custom report for Project Timesheets and I would like to be able to rename the columns as sometimes we use slightly different terminology or we use the tasks in a slightly different way to work around limitations.
e.g "Resource" instead of "Staff", "Role" instead of "Task".
For some projects we enter a week's worth of time entries at a time, so they are dated at the end of the week, so I would like to change the column to "Week ending" instead of "Date".
1 voteHi Emily, similar to your other idea if you can share detail of the Projects report you're running here it'll be useful when sharing with our team and may help others also interested in this associate to your idea here, too. Thanks
-
Bank Reconciliation | Add Contact - Enter full details
When adding a new contact while in the bank feeds screen, you can add a new contact name but cannot give it the gl acct number or enter the address etc. You have to go back to contacts pull up new contact and then enter all info. Please add a feature to add all the info at the moment you set up the new contact name.
4 votes -
Notifications - Turn off all pop up notifications/errors in Xero for all users
Option to turn off error messages and pop up notifications for the entire organisation.
4 votes -
Invoicing - Increase the character limit for terms on quotes using Standard-type branding themes
Increase the character limit for invoice and quote terms for the standard invoice template.
Currently the limit is 1000 characters and that is not enough. Please please look into this! It is so important to be able to have terms in the body of the invoice and very useful to be able to use the terms section for this.21 votes -
VAT return - Make sections collapsable
It would be great to be able to open & close the sections in the VAT return.
I might be looking for a specific line in the Expenses for example, but need to scroll though all the sales. A little toggle to drop down or close off would be great!2 votes -
Billable Expenses - Assign to repeating invoices
I want to assign the customer to repeating invoices like software subscriptions that we pay for our clients. I have those bills in as repeating invoices but I have to assign the customer to them every month. It would be nice to be able to assign the customer on the repeating invoice and save that time each month.
4 votes -
Xero Accounting app - Save a Quote as a PDF
Hi, it would be good of we could save a quote as a pdf using the mobile app instead of having to login to the desktop version to do it.
6 votes -
Expenses - Ability to import expense claims
This is basic, if you want people to move to XERO make it easy to import data from existing systems. I have a huge amount of expenses to get into XERO and you can't use Bills because that is limited to 5 Bills per month!
I pay for expenses so if the work around is use Bills import then remove the 5 Bill/m limit.
6 votes -
New invoicing | Overpayments - Account drop down (not up)
Thanks for fixing Over payments in the new system - works great! - 1 adjustment - the account menu pops - UP not Down, and bank accounts are off the top of the screen need a lot of scolling, can you change to normal pop-down please? (like the Date Paid menu)
2 votesThanks for the feedback, Stuart! Great to hear you're already using it. I've passed this back on to the team and will keep you updated if there's any planned change 🙂
- Don't see your idea?