1397 results found
-
Products and Services - Add contact column to transaction report
In the Products and services 'Transactions' page I would like add a column so I can see who I sold a particular product to without going into every invoice separately.
2 votes -
Remittance Advice - Include all lines on the bill
Please have all lines be included in a remittance so clients can have full details.
2 votes -
Bills - Bulk add Due Date when creating bills from Purchase Orders
Draft Bills - BULK add Due date when bulk approving.
- need to use when creating RCTI's from purchase orders. We have the option to bulk move from Purchase order to Draft Bill, but then must open each one individually to apply the due date so that they can then be approved.Another alternative is to add a 'due date' field on the screen when choosing to transfer the Purchase Orders to the Draft Bill page
2 votes -
Products and Services - Include field for supplier
To have the supplier entered on the product so that reports can be sorted by supplier
8 votes -
Quotes - Partial allocation to invoices and orders to bills
We did have purchase order in bulk of goods or service and supplier will sent us by few time of delivery goods or service. And it happen to Quote to sales invoice too. There is no possible to show percentage of PO/quote balance after partial convert only, So we have a problem to control how much/how much of percentage of work amount we havent invoice from Quote and how much/how much of percentage of work amount havent received goods and service from supplier from PO.
We have many client base on project base billing need to trace to quotation and…
2 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!!!!
14 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?
-
Invoicing - Remittance advice to customer
Allow remittance advice to be sent by email to a customer when they have paid an invoice
2 votes -
Bills list view - Flag to make credit notes stand out better
The changes made to the new bills view is inefficient when when viewing a column, if it is a credit note or had a credit note applied to it the icon creates an indent thus making it harder to follow with the eye. In addition the previous easy to locate yellow icon that did not create an indent has been replaced with a blue icon that blends with other Xero Coloring.
4 votes -
Sales Invoice - Revert Approved invoice to Draft
Revert an approved invoice that's not been sent back to a draft. Especially helpful if accidentally approved.
116 votes -
Invoicing - Mandatory contact details
Set a particular contact field (e.g. account number) as a mandatory field, so that an invoice cannot be issued without that field having been added to the customer account.
2 votes -
Email-to-Bill - Record sender's email
When a bill is generated through Email-to-Bill the bill history only says System Generated and 'Received through Email-to-Bill'
It would be much more valuable to see the sender's email here (e.g. 'Received through Email-to-Bill from ***@gmail.com') in case a follow-up is needed2 votes -
Expenses - Multiple levels of approval
We need to upload an Approval Matrix/Approval hierarchy with a scope depending on "Location" and "Total amount" with 2 levels of approvers for "Expense claims" (EC) & "Purchase Orders" (PO).
With that, we are looking for automation on sending the EC & PO automatically by the system to the correspondent Approver depending on the scope through email.21 votesThanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
-
Quotes - Add delivery address to quote
Thank you for adding the ability to show both invoicing and delivery addresses on an invoice.
Please may you add the same functionality to the quotes? And as a follow on, if this option is selected at the quote stage, continue this onto the invoice as well when it is created.
Thanks.
1 vote -
Projects - quote for a number of visits a year - NOT time specific visits.
In Projects I would like the option to create a quote, track and invoice my client where the charge is per "session" Currently Tasks are either fixed price (which does not allow me to quote for a quantity of the same item over the course fo the project) or they are hourly based and my client does not wish the time spent to be shown on the quote or invoice. My situation is that for example my client approves 40 weekly sessions over the course of a year at £250 per session. Neither I nor my client wishes to show…
5 votes -
Inventory: Photos for inventory items
Ability to upload pictures for inventory items into Xero.
Purpose: To easily identify each inventory that was inputted in Xero.
115 votes -
Cheques - Remove this function in South Africa
Although this is not a new product idea, it is rather a option removal idea. Recently a option has appeared on the Business tab for Cheques to be printed on bank provided stationary. We do not use Cheques in South Africa anymore and is clearly a function isolated to maybe the US whose banking system is still in the paper age. However new customers are always asking what is this function and then it takes our accountants some time to explain they cannot use it.
1 vote -
Dashboard - Awaiting Approval in Bills Section
Add a line item/total for 'Awaiting approval' to the 'Bills you need to pay' section of the Dashboard.
6 votes -
Data entry - Increase the character limit of transaction amounts
For clients or businesses in Indonesia, the operating amounts are in 14 digits. Currently XERO only able to have it at 12 digits only. Please implement this so that we can attract more Indonesia user into XERO platform.
1 vote -
Invoicing | Awaiting Payments - Adjust column sizes
Can the display width of the invoice items be adjusted to fit the screen. For example: Lengthen the date, hide or shorten Expected Date, hide empty spaces...
1 vote -
Bills - Default Date option for bills received from previous month
Provide a setup option for a new bill to default to the previous month in order to match the accounting period for the goods and services being provided.
Invoices usually arrive from suppliers in the first week or so of the month following the provision of service or receipt of goods. Therefore a new bill often needs to be entered for the previous month.
A new bill currently defaults to the current date, and when a large batch of bills are to be entered, it can be tedious and time consuming to change the bill date each time.1 vote
- Don't see your idea?