1398 results found
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Invoice Payments - Reverse bounced payments without removing from Accounts Receivable
Occassionally a debit order fails/ bounces after a considerable amount of time, after the receipt has already reflected on a customer statement. In this case, I should be able to reverse the receipt without removing it from the Accounts Receivable account.
For example, a debit order runs in March and bounces several weeks later in April, after the customer has received a statement.
E.g. end of March they receive a statement showing
Opening Balance 0
Invoice 100
Receipt -100
Closing Balance 0When the receipt now bounces in April, their next (April) statement should begin with what the closing balance…
1 vote -
Quotes - Support for quotes with rates but no quantity
Ability to remove value from online quote. This will allow templated quotes to be used where a total value isn't used and individual pricing is set per task. Dependant on the job there are specific rates per brick etc. Which is calculated at the end of a job bet the rate is set at the start therefore we need people to accept our quote (rates) but the total (quantity) wouldn't be determined until job completion.
1 vote -
Email to Bill - Auto attach copy of source email as a file when creating bill
When a client emails bills into Xero files, they often include a note saying APPROVED or POST TO DIRECT COSTS and even- PLEASE PAY TOMORROW. At the moment I have to open the email, take a copy, email it back into Xero files and then attach that to the bill along with the original bill. Can a copy of the email be automatically attached to the bill when it is processed from files? It would save a lot of time.
4 votes -
Xero Accounting app | Invoice - Ability to reorder/sort invoices
Please could you enable the option of re-ordering an invoice on the mobile app. Sometimes invoices need to be changed or additions to be made to specific dates. For example, if I want to amend my invoice and add a charge , I would like to be able to press a re-order tab, to make all items billed live, so I can move then up or down the invoice. It is not a new idea, a lot of payment software have this as standard.
5 votes -
Projects - ability to set a daily rate for resource costs
Projects currently only allows hourly rate, fixed price or non chargeable time. It would be great to be able to select a daily rate option
5 votes -
eInvoicing - Provide PDF copy of bill
When using E-Invoicing - the customer does not get a PDF copy of the bill. How do you provide supporting documents?
1 vote -
Projects - Pre-set task in time entry for projects with a single task
Most of my projects just have one task, so when I go and create a time entry for a project with a single task, it would be great if the task was already set.
1 vote -
Analytics Plus - Cash flow to recognise the payment according to the invoice transaction
Cash flow flow to allocate the figures according to the invoice transaction, not the payment transaction.
Currently, When a part payment is added to an invoice with multiple line items that are coded to different accounts, the amount is split to those lines based on each item's amount in relation to the total of the invoice.1 vote -
Remove the 'added feature' in New Invoicing that removes leading carriage returns and spaces
The 'new invoicing' option automatically removes any leading carriage returns and leading spaces in the invoice description field.
This did not occur in the classic version and wonder why it was introduced.
To enable the details of the invoice to be easily read, it is sometimes necessary to separate line items on the invoice and to indent the actual description.
Can this 'feature' be removed?2 votes -
Account transactions - Credit note/payment allocation to be supplemented by document number
I need CN and (over)payment allocation lines in Account Transactions to be supplemented by invoice number as unique document number. Currently, there is a link through Reference, but Reference might not be unique entry, and so tracking credit note allocation is not impossible. Thanks.
2 votes -
Sales Invoice - Auto save draft email when sending
When amending the email which is sent when sending an invoice, I sometimes accidentally touch the screen, causing the screen to swipe down, losing the message. If you swipe down on the email, could this not be saved as a draft with the draft invoice, so I don’t have to start again?
1 voteUnderstand the nuance, Jason. Do you often find yourself sending personalised emails with each invoice? If something a little more generic or widely used perhaps it could be worth setting this up as an email template?
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Projects - Display Project Number manager fields within invoice
Customer purchase order number field.
Why is there no field for customer po number?
6 votes -
Expenses - Option to 'Query' in addition to Approve or Deny
Expenses - Claim query function. Rather than just approve or deny, an option to query with a note to the submitter about the details of the claim or to add a better/proper receipt etc
1 vote -
Sales invoice - Add lines when part payment applied
Is there a way to add another description line after a part payment has been made? Sometimes customers want additional things after they have paid their initial deposit.
The only way we can fix it is by reversing the payment first.4 votes -
Invoice Settings - Simpler customisation
Invoices - Edit font, bold or underline, with a pop out feature
Be nice to be able to do light text edit in the invoices sent to customers as entering the invoice.
Eg. I invoice multiple facets of a job and underlining or bold each section 'heading' would be useful.
A pop out similar to how it is now handled with online emails with a pop out would be very helpful.
I understand that you can use seperate lines but nothing that stands out to the eye when you are skimming a multipage document.
thank you.
8 votesAppreciate the thought in your idea here, Tracey. Being open this would be quite a drastic change from the way in which branding works wirth invoicing today and I want to be open that we don't have direct plans for this right now.
Good to get a sense of interest in this through the idea here.
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Sales - Ability to calculate commissions
Ability to track Sales representatives commission for each sale.
Each invoice to a customer will require a commission calculation to be made and accrued to the reps account.Purpose: Ease of keeping track of commissions owed, and a pulse on cashflows
19 votes -
Batch payments - Back to revert to Awaiting Payments list with selections
Back button from the New Batch Payment window should take you to the Awaiting Payment window with the purchase invoices still checked. This has been lost with the upgrade to the Purchases window.
Now, the "back" button from an open batch takes you to the Purchases Overview, so you lose everything you've done3 votes -
Sales | List view - Show the Account manager
i would like to know if is possible to add a new field on the invoices dashboard to show the Account manager. at the moment there is number, ref, to, date, due date, due - all under draft. i would like to see AM ( account manager) without having to go into each invoice detail.
2 votesHi Monica, when you say Account Manager - would this be the user that entered the transaction? Or someone else/ a different field you'd like to see here?
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Quotes - Attach file from library
The upgraded Quotes layout does not allow me to attach pdf's from the Files Section.
The only way to do this now is to download pdf from Files. Open Quote and Save it. Upload pdf.This has significantly slowed down the workflow - please can Xero Quotes be able to add attachemnts from Files and before Saving.
5 votes -
Projects - Change behaviour of how multi-currency is calculated in reports
Profitability of projects not correct. We are setting up projects in Xero. We have found the profit figures are not accurate where there are a mixture of GBP and US$ bills. Could you please forward to your development team. It can't be that difficult for projects to pick up a translated figure surely??
3 votes
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