1399 results found
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50% deposit for invoice
Would like an option to request a % deposit for a job when creating a single invoice. I know it can be done in Job/projects, but my jobs are not large enough to have to create a project in Xero for each job. I would like to just create a single invoice which requests a deposit and then final payment when required.
1 vote -
Put an invoice on hold in drafts till completely finished
Once an invoice as started to be entered in Drafts putting it on hold till it is fully completed so it can't be approved till is finished
1 vote -
Bank Reconciliation - Sort
Add Sort functionality to the Main Bank reconciliation screen.
By Date, By Description, By Reference, by any text field, By Debit Amount, By Credit Amount and by absolute Amount. Both Ascending and Descending.
1 vote -
add hierarchy to the Bill structure - add date to Bill item lines
As a single director, I need to create internal monthly bills that contains car mileage, home usage and expensed costs. At the moment I need to create a bill per transaction and two entries per car mileage in order to reclaim the VAT (Crazy!).
Much better to add a simple Bill structure that enables each item to have a date which can then accommodate monthly detailed internal Bills.
It just needs to an optional field (e.g. date) in each item line within the Bill.
The workaround for imported old data is to use the Inventory Code but you can change…
1 vote -
Inventory Code - Make automatic change of description, price etc when the inventory code is changed optional
It makes no sense to always automatically change the description, price etc when the inventory code is changed.
Make this "feature/bug!" optional, very simple to implement and makes XERO more flexible.
1 vote -
Demo Company - clear ALL, don't reset, optional data reload and cloning
This idea has been raised again and again but XERO isn't listening!!!
The demo company is a great idea, but it makes no sense to automatically reload all the "duff" data every 30 days.
It's VERY simple to achieve a very useful and flexible feature, by....
1) Be able to clear all the data in the Demo Company
2) Make the 30 day reload of useless data optional
3) Enable cloning of an existing organisationWe need to be able to test imports, features etc. and be able to return the "demo company" to EMPTY and if required to restore…
1 vote -
holiday
It would be a great ides if holiday could be worked out in Days and not just hours - especially for those who work on a number of days holiday.
Personally my staff members wont appreciate having to work out how many days leave they have left as we dont work in hours!
So please bring a days option!!
1 vote -
Reports - Include paid date (as per history)
It would be great if we could run a report for payments actually made in an exact date range, therefore not payments that have been reconciled and marked as paid on a certain date but the payments that were actually paid in the bank during a period.
Currently there is no actual report that can be run and it seems so simple. Like a bank statement but with all of the details from the 'Bills to Pay' invoice section ie. Invoice no; paid date; description and amount.
Thank you!1 voteAppreciate not exactly the way you're wanting to view this information, but in lieu of a report for this atm perhaps the History & notes could be a way for you to view this information.
You can add a filter for the type of transactions (like payments) that you'd like to view and the date noted in history will be the date the action was made in Xero.
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Bcc quotes
Bcc Quotes and Invoices.
Our quotes and invoices do not show on our CRM when sent from Xero as we cannot Bcc them. Come on xero. Add Bcc for quotes and invoices
1 vote -
Staff rates in projects
Include staff rates / payroll costs / staff hourly costs in the profitability calculation used in the xero projects dashboard.
1 vote -
Subscriptions/ Memberships/ Portal
Memberships/ Subscriptions/ Portal
New feature required offering memberships/ subscriptions so that clients pay through Xero weekly/ fortnightly/ monthly etc. They would need to have their own log in portal which shows the subscription/ membership they’ve signed up to. Even if this was a subsidiary company of Xero. Even better if there was a dedicated Xero team who helps draw up legal templates and whom follows up failed payments etc.
1 vote -
New invoicing - View in files library when uploading and option to return to library
In New Invoicing, I need the ability to view the files in the file library prior to attaching them to an invoice, as I can do in Classic Invoicing. This is because when received into the file library, the files aren't always in the same order as they were scanned. I tried attaching a file using New Invoicing and it wasn't the right file and, because I couldn't return the file to the file library, I had to rescan the document back into the file library. Without the ability to view files prior to attaching them to the invoice, users…
2 votes -
Customizable Print PDF options for bills.
Dear Xero Product Team,
I hope this message finds you well. I am writing to propose an exciting idea that I believe could enhance the user experience within Xero:
The implementation of customizable Print PDF options for bills.
Currently, when users print a bill from Xero, the PDF generated may not always align perfectly with their specific needs or preferences. My suggestion is to introduce a feature that allows users to tailor their Print PDF output by selectively displaying or hiding certain columns.
Here's how it could work: within the Print PDF settings, users would have the ability to toggle…
1 vote -
New invoicing - Show invoices with "includes Adjustments to Tax"
In Classic views if there was an Adjustment to Tax it was quite obvious when the Invoice (or Bill) had an adjustment to tax. Compare that to the new Invoice screen where there is nothing showing that this adjustment exists.
It must be sitting in the database somewhere as its shows in classic invoicing.Could this be added back into new invoicing plus could there be a report or filter that could show invoices or bills that have an adjustment to tax?
2 votes -
quote tick box to choose what client wants
It would be great it quotes could have a tick box for the client to accept only some quoted items.
As an interior designer, I present quotes for a number of furniture options and it would be so helpful if the client could tick the boxes for what they do want, rather than only being able to accept the whole quote.
I'd also like the option to save the quote items and aren't accepted and only convert accepted items to an invoice, as sometimes the client will come back and purchase other quoted items at a later time.2 votes -
Archived Products and Services
Whilst creating or editing "normal" bills, archived Products and Services don't appear in the Item pick lists to choose from. However, when creating or editing Repeating Bills ALL the Products and Services appear in the Item pick lists, irrespective of whether they're active or archived.
With many Products and Services archived (we have to renew them all annually), this makes the resetting of our Repeating Bills very labourious and makes the chances of making errors many times greater, as we can accidently choose archived Products and Services.
This looks to be a bug in the system that needs rectifying quickly.
2 votes -
New invoicing - Option to turn off 'mark as sent' pop-up
Stop "Mark as sent" pop-up for every invoice. When making multiple new invoices, this pop-up occurs for each invoice made, no matter if reminders are turned off. This is new, started April 2024, and XERO support states there is no way to turn this off.
1 vote -
New invoicing - Pay now link in email
We use many xero accounts, and for two of them, when accessing the invoice link, the invoice appears first, followed by a "PayNow" card payment option in the top left corner. However, for the other two accounts, the card payment window appears first without the invoice, which causes inconvenience to customers. (Of course, there is a download option at the bottom right.) Please change the settings to make the invoice appear first.The specialist can't fix this, and the different output seems to be a xero system issue. Please fix it soon.
2 votesHi Rex, there's an option within Email Settings on each of the sales invoice templates you have set up where you could deselect 'Include action to online invoice and detail summary'. This will strip back the look of the email a bit but this means the pay now, or Review and pay link will stop showing and instead you can just include the link to view the online invoice for your customers.
I'd recommend having a try and sending yourself one fro the demo company so you can see how this appears.
Let me know if this helps what you're need of.
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New invoicing - View full list of inventory items
It is most annoying and time consuming to only be able to access half of the inventory items when raising an invoice. Instead one has to look up every item in the second half of the inventory, line by line before you can add it to an invoice. This is a step into the dark ages.
3 votes -
CoOp Reconciliation
Being able to choose a supplier from the Item Code drop down when entering bills. This would allow you to use CoOperatives that give you accounts with hundreds of different companies and reconcile those accounts to the individual company.
For e.g. I use Capricorn Society that gives me accounts with hundred of different companies throughout Australia. I enter the Capricorn bill and then brake that invoice down into the companies that I bought from as line items. All of the invoices are just attached in a massive list. Then when I need to go back and find an item that…
1 vote
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