1490 results found
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Bills - Support for due dates prior to invoice date
Bill Due Date
At the moment the due date can't be set as prior to the bill's actual date. We self-bill a lot of customers on a monthly basis, but pay them on 27th or the last working day before then. We would like to set the bill date to the last day of the month, but can't.
3 votes -
Cash Flow Projection - Ability to edit or amend cash flow prediction analytics function
Ability to update and amend or assist as a user the cash flow prediction analytics function. Currently the cashflow analysis prediction function doesn't pick up a number of our regularly occurring expense invoices and sales invoices (also sometimes it has them coded as monthly rather than fortnightly etc). Result is that for us the cashflow analytics is very inaccurate and then not usable and as user we are unable to amend or update. But think it could be a good tool if we could work with it somehow to update the AI and predictions
3 votes -
Bills - Automatically pay bills on due date
To have an option for a bill to be paid automatically on the Due date
Invoice comes from Supplier. Invoices is processed to Xero with a due date
On the due date invoice is paid automatically (through interaction with bank)3 votes -
Quotes - Attach PO to approved quote
PO to approved quote. My customers want to add their PO number and possibly an attachment upload to an approved quote when they select approve on the link. This should be very simple to fix. Also, then this would give us more capabilities in the approval process by allowing documentation to be added to the quote directly from the customer. This way it will tell me when I invoice them what PO was on the order. Also, they were asking for a place to put notes as well. They have notes on a reject but not approve.
3 votes -
Bills to pay - Untick bill after selecting planned payment date
This was happening for a while after a recent update, but it's gone back to the way it was :( ... having to manually unselect the items after the operation.
3 votes -
Invoices - Get payment link for inclusion in external email
Get payment link for inclusion in external email
Makes sending invoices easy if able to create a link that can be sent via email.
3 votes -
Projects | Task Invoice - Show detail of time associated to task
Project invoicing to show time in minutes/hours for time entries
This is a requirement of many of our customers. Eg time sent 30 mins shows as 0.5 on invoice. We need a column that shows time for the task time enry. At present we need to manually type 30 mins in the task description to meet customer invoicing requirements.3 votes -
Invoices: Show ItemName or ItemCode in online invoic
The online invoice sent to customer (not the PDF) and invoice in Xero only show the Item description and not the Item name or Code, this is not right as it means if we add personal details to the item on the invoice it isn't possible to tell what the item is without doubling up the Name in the Item description
3 votes -
Bills | Awaiting Payment - Highlight the Planned date
Bills - Highlight the “Planned date” (in red or bold) as you select the date.
This would assist greatly when batching weekly and monthly payment batches and working alphabetically.
The Bills screen is very busy.
Thank you3 votes -
Xero Files - Email files to Products and Services
Currently the 'attach files' function in the Products and Services (Inventory) only allows attachment of files outside of Xero. It cannot attach files from Xero inbox.
Currently, my client will send documents directly into Xero inbox. I have to open the document, download it and save outside of Xero and attach files to Products and Services. Just too many steps. Would appreciate it if your team can look into this.3 votes -
Quotes - Resize summary window
We are a professional services company and use the quote feature to outline our objectives, scope of work and deliverables for a potential new project. As such, we use the summary window to enter all this information.
It would be very useful for us to be able to resize the summary window to view a larger portion of the text. Some of our descriptions can run to several paragraphs and as such, the ability to review more text would be incredibly useful.
I hope this can be implemented with some simple coding.
Thank you.
3 votes -
Sales Invoice - View contact vat number
When Posting a customer invoice it would be very useful to be able to see customer address and ROI vat number so I can apply the correct vat code. ATM I have to go to contact details for that information then back into invoice posting
3 votesHi Gillian, understand it doesn't accomplish all of your idea here. However you can view a contacts address from the invoice. If you click on the 'To' field once you've added the contact you'll be able to view their email, postal and delivery addresses and telephone.
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Sales invoice List - Option to add an "Excluding" filter option
When using search in Bills/Invoices Awaiting Payment, it would be beneficial to include an option to allowing to search or filter for "not" or "excluding".
For example, if I want to exclude a particular customer/supplier from the displayed results, I could search for that contact name and check "not" or "excluding".
Secondary, but in the same vain, when you do add the ability to search or filter by contact group within bill/invoices, this feature would also be extremely handy to exclude a particular group from the results.
3 votes -
Global Search - Ability to search Projects
Why can't you search for project number using the magnifying option top right main screen?
3 votes -
Organization settings: Include option for Limited Liability Company type
Add LLC for Organization Type
3 votes -
Projects - Assigning an expense to an estimated expense, and the basis for 'What you'll charge'
When editing an assigned expense in the project module, there are four options for 'What you'll charge': % markup, pass cost on, custom price and non-chargeable.
I think there should be a fifth option.
In the instance where the expense is to be tracked to an estimated expense (ie field 2 is completed), there should be the possibility of linking to the 'What you'll charge' amount that is already prepopulated into the associated estimated expense.
This would save a lot of time repeating steps.
3 votes -
Invoices/Bills | Ability to search by exception (e.g no planned date)
Exception search capability - eg searching for invoices or bills that are not scheduled for payment.
3 votes -
Bills - Ability to approve a bill with a total negative amount
I would like to have the ability to create a bill with a negative balance. This way, I can control the full credit to the exact sales tax account. The current way a Credit is applied to a batch bill it takes a percentage off each line item (total due and sales tax). I have to remit tax in multiple states, and the way credits are handled throws off my totals to remit. Right now, I edit existing bills and apply credits within the bill for a workaround. It's a painful process. Creating a bill with a negative balance would…
3 votes -
Bills and Invoices - Automated data entry back ups
Add simple manual and automatic backup schedules that can download data entry and activity on a daily, weekly, monthly or annual basis.
This would address everyone's fear of losing all our hard work inputting invoices, receipts, data etc.
3 votes -
Chat - Insights and actions
I'd like to see a chat /conversational interface like ChatGPT where we can ask it questions like
What was our profitability last month?
Where is our biggest opportunity to cost cut?If I want to get profit to $*** with the same revenues what areas should I focus on cutting the most?
The goal here is to have conversational chat with Xero to dig through the data that's there and find action items to improve the business finances.
3 votesInteresting idea - Thanks for sharing, Carl.
Not something we have in the plans atm but we'll begin to get a sense of the interest surrounding this here.
In the meantime, if you'd like to get a view of insights from your org, you might like to look into Xero Analytics and Analytics Plus with Business Snapshot and Short term cashflows, two dashboards that give insight into your business information.
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