1398 results found
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Billable Expenses - Ability to add margin/mark-up
Ability to add a mark-up in the billable expense.
Purpose: Because some clients will ask additional expenses to users’, this will help them easily add mark-up price in their expenses.
42 votesHi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here.
When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up.
We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress.
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Quotes - Copy partial Quote to an Invoice
Ability to copy some part of quotes into invoice.
Purpose: Users’ can easily send an invoice for the work that clients/customers have done from what’s written on the quote.
49 votes -
Quotes - Option to update date when quote is revised
Ability to update the date of quote when it’s revised. So the date doesn’t automatically changed by the system.
Purpose: To save users time from changing the date when it’s automatically changed by the system.
7 votes -
Billable Expenses - Allocate supplier credit notes to a customer
Ability to allocate credit notes to a customer.
Purpose: To save users’ time rather than having to manually go into the Billable Expenses, outstanding report, find the original invoice and edit it to remove from recharging the client.
27 votes -
Dashboard - Add a Client Notes box
Add feature on the Dashboard for users with the Adviser permission to add client notes.
Purpose: Notes specific to that client can be held here so that other advisers who're less familiar with the client can quickly check what they need to consider when working specifically in that file.
19 votes -
Invoices - Increase Unit Price field to six decimal places
Ability to increase unit price field to six decimal places.
Purpose: To make users easier when they have to input unit price with lots of decimal numbers
68 votes -
Bills - Edit Date of paid bill
Ability to change the date of paid bill.
Purpose: To make it easier for users rather than going through the process of unreconcile the transaction, change the date and reconcile the bill again.
11 votes -
Quotes - Title and Summary to flow through to Sales Invoices
Ability to make quote’s title and summary flow through to Sales Invoices.
Purpose: To save users’ time rather than having them manually input the same title and summary when the quotes are converted into invoices.
158 votes -
Quotes - Remove PDF attachment from email
Ability to remove PDF attachment when emailing quotes from Xero.
Purpose: To make the receiver of the quote click the link instead, so users’ will know that the quotes have been opened. Because if they choose to open the PDF attachment, users’ will not know whether quotes have been opened or not.
42 votes -
Quotes - Import/Export ability
Ability to export and import quotes in Xero.
Purpose: Because putting quotes in/from a spreadsheet can make users better calculate future cash flow.
127 votes -
Bills - Merge multiple bills from one supplier
Ability to merge multiple bills from one supplier into one bill.
Purpose: To combine bills related to a single source or event, and show a link between. Also saves time from having to recreate lines from an existing bill in another.
27 votesHey community, thanks for your sharing and supporting this idea.
We wanted to share for those that may not already know - right now you can combine multiple bills to mark them as paid in a single batch payment? Bills display separately in Xero, but bills for the same supplier are combined in the payment file, so each supplier receives a single payment and reference. Appreciate that this may not help for all workflows of those who voted for this idea so we'll continue to monitor interest and feedback on the idea.
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Purchase Orders - Show partial amounts billed
Ability to show partial amounts within purchase orders.
Purpose: Because in some industries, showing partial bills to their clients can improve the workflow when doing ongoing projects.
181 votes -
Sales Invoices - Combine Invoice file and attached files into one PDF when sending
Ability to combine sales invoice and attachments into one PDF when emailing/printing
Purpose: To ensure all documents are sent to the customer, and make it easy for customer to reference all documents together
63 votes -
Bills - Add line in a paid bill
Ability to add a line in a paid bill.
Purpose: To meet requirements of break up bills at a later point in time after being paid or if clients are processing the bills and payments and you may need to modify the accounts allocated to
13 votesHi all, appreciate there's some interest in the idea here and the needs somewhat relate to those represented in the idea across here.
To note, where needing to change the account of lines of a bill at a later date, one option would be to post a manual journal if for an individual bill. Alternatively, you could look at using Find & recode to update the account of bills that have been paid if needing to do this on more of a bulk basis - we'd recommend connecting with your advisor and testing in the demo company before actioning this.
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Advanced Inventory - Tracking raw material inventory for manufacturing
Ability to track raw material inventory for manufacturing.
Purpose: To make it easier for users to find out the amount that their business is using to convert raw material into sold products.
60 votes -
Bills - Add Copy to options
Ability to copy bills into a new draft bill
Purpose: This would save time having to re-create purchases from scratch
10 votes -
Quotes - Ability to keep description when a quote is copied to PO
Ability to keep description when a quote is copied to purchase order.
Purpose: To save time from having to re-type the description again.
13 votes -
Batch Payments: UK org - Export to BACS with supplier's reference
To have the option to export BACS file type.
Purpose: To get BACS file type, so customer can import it directly to bank system
24 votesHi everyone, appreciate this idea has been in a state of Under review fro some time. While it was something our teams we're looking into, this work has had to be put down with other priorities that have transcended.
For now, we'll shift back to 'submitted' where we can continue to track appetite. We'll be sure to let you know if there's any change in this space. Thanks
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Sales Invoice - Sort items by column header
To be able to sort sales invoices by column header.
Purpose: To make it easier for users to check their invoices.
4 votes -
Dashboard - Track Quotes
Ability to track quotes on the Dashboard
Purpose: This would allow for quick access to do quoting work
64 votesThanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard.
At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.
If there is any change planned in this space we'll be sure to update you on this.
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