1405 results found
-
Invoice - Ability to show invoices with Korean or Chinese characters
Allow the downloaded PDF copies to show chinese characters and korean characters
Regards, Vivian
1 vote -
Bill - Show Supplier bank account when creating a bill
When you are entering a Bill to Pay, the Creditor bank account number that you have stored on their contact comes up as a window at the top, so you easily compare with the bank account number with the bank account number on the invoice. This can prompt you to check if the bank account number has been changed and you can make a phone call or follow your company guidelines regarding changing of bank account details to avoid Cyber Crime. I believe this is really important for users and will save me a lot of time. I deal with…
1 vote -
Dashboard - Show account watchlist on cash basis
Allow an option for the Account Watchlist to show figures on a cash basis.
Clients are finding recent sales are not showing due to the current accrual basis of the watchlist.
5 votes -
Bills - Add an Autosave function
It would be really useful if Bills autosaved to Drafts - as happens when you enter an Invoice. Because Invoices are autosaved, you are in that mindset and can often forget that you have to click Save or Approve for a Bill to be logged.
1 vote -
New invoicing - Show discount column when copying an invoice with discounts
new invoicing - when copying an old invoice with prepopulated details, the discount column is not automatically a column, can the column appear automatically please?
1 vote -
reCAPTCHA - reCAPTCHA authentication for invoices
Recaptcha authentication for invoices issued from Xero
1 vote -
Credit Notes - Create for Contact Groups
Allow credit notes to be created for contact groups in the same way invoices can be.
2 votes -
Navigation - Make the Default records per page not 10 or 25
Make the default items viewed on reports, journals, invoices etc the maximum you can view not 10 or 25
1 voteHi Paul, while we don't have any immediate work planned for this is there an ideal # of items you'd like to set as a default per page?
Just to keep things transparent, in the way features in Xero are developed, it's unlikely that this would be implemented across all areas at once. You may notice with the recent update we have being rolled out in the Reconcile page you can now see 50 statement lines at once. Also from within Products and Services, if you change the # of items per page, this selection will be held when you navigate away. A couple of exceptions for this would be if working in incognito mode or switching between browsers.
-
New Invoicing - Account allocation pre-populating
We use an invoice as a template to take up daily sales from the external POS system, and there are a large number of different line items with different account allocations. There is an issue at the moment with the chosen account allocation not saving to the account selected, with a seemingly random default account chosen by the system, which I believe is a known issue that the Product Team is investigating.
As part of solving that problem, it would be great if the account allocation isn't shown on the finalised invoice for any lines with a $0 value.
The…
1 vote -
Invoices - Bulk send receipts for paid invoices
If you receive a lot of payments on the same day (20th of the months) would be useful to select the paid invoices all at once and send the receipt to all clients at the same time rather than have to open every single transaction and send the receipts individually
Alternatively could be a feature on invoices were you choose to send receipt automatically upon payment received.
8 votes -
Bills | Export summary
Ability to export bills with one line per bill showing the Invoice Total rather than showing each line entered for each bill.
8 votesHi Jenny and Michelle, you can run and export the Payable Invoice Summary report to get this information.
If this isn't suitable, could you explain bit more of what you'd like to use this information for? It may help in trying to find a solution that'll work for you both. Thanks
-
Expenses - Automatically populate $ per KM when creating expense claims
At the moment, when lodging mileage claims, users have to enter $ per km themselves. It would be good if it can be pre-set to avoid confusion and mistakes.
4 votes -
Products and Services - Product image in quotes and invoices
We sell ceramic pots and our customers are asking if we could included an image to the invoice for better tracking of the pots delivered especially if they orderes 20-30+ pots designs. It's very hard to look at the catalogue to double check the pots they have ordered since the item code and description is not enough.
8 votes -
Projects - Transfer funds from one Project to another
Right now there’s no functionality in Xero Projects to transfer or "reallocate" funds from one Project to another.
As a charity, from time-to-time we need to reallocate funds from one project to another (for example if we have not received enough money to complete a particular project we reallocate the funds assigned to that project to a similar one to honor our donor's preferences).
I have tried looking in Manual Journals but there is no option there either. The only option I can find is to locate each invoice or "receive money" and change the project allocation. This is tedious…
3 votes -
Invoices / Bills - Option to copy line above
Whilst doing multiline bills and invoices we need a key stroke shortcut that copies the line above to reduce time taken to enter data. I was used to this in sage. I REALLY miss it. Please!!!!
16 votesAppreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
-
AU Payroll - Super Payment Authorisation via Xero Verify
I need to be able to approve super when I am travelling and do not have access to text messages. It is most inflexible that there is only one method for doing this! Can the Xero Verify App not be used for auto super approvals too? Then I only need wifi.
Or, can text be received to whatsapp instead?
4 votes -
Invoices - Populate Description when importing with Item Code
When bulk importing invoices, I want everything to have the same item code and description.
BUT when they import, the item description does not pull through.
And the item code needs reclicking to make it pull through.
Therefore, you have to go into every invoice individually.
It should be updated so that when you import invoices, everything pulls through correctly.
2 votes -
Sales | List - View check number /payment reference
I would like to be able to see Check numbers in the list of invoices owed. that way when I view a client and their activity ... the invoice shows paid ... I would be able to see the check number they paid with. The reason is sometimes a client sends a check and does not indicate what invoice to apply it to. I normally apply it to the oldest invoice or the month they sent the payment. When they say I paid Feb with chk number 1234, I can look and see what invoice I applied it too and…
1 vote -
Bank feeds - Allow direct bank feeds with Discovery Bank
Please allow bank feeds to be connected via Discovery Bank. This is one of South Africa’s largest and fastest growing banks used by businesses.
1 vote -
Adding A Payment Using The New Invoice Template Is Frustrating!
Hi, Just thought I would let you know that adding a payment before sending the invoice to the customer showing $0 balance in the NEW invoice template settings is terrible and you have to flick from one section to another. It was so much easier in the OLD invoice setup. For ecommerce businesses who are creating an invoice for an item already paid for it needs to be more user friendly. If it is annoying for me it will be for others as well. Any chance your team can take a look at sorting the issue? I have moved back…
1 voteAppreciate your feedback, Earl - To make sure I'm sharing back correctly here. When you say adding a payment is frustrating do you mind confirming what you expect to occur. For example is it that there are too many steps involved? Or you're seeing something different when sending a $0 invoice that you'd like to be different?
- Don't see your idea?