1394 results found
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Products and Services - Custom Field
It would be nice to have a few custom fields, attached to a product or service.
9 votes -
Contact | Note that Purchase Order Required
The ability to flag a customer as "purchase order required". We have a growing number of customers who won't pay us unless we put a purchase order reference on the invoice. It would be good if we can have a flag in the customer that says they require a PO and therefore when we raise an invoice to them it pops up a reminder message.
9 votesQuick turn around, as we were able to roll this out rather fast 😁!
You should all have access to the new Notes feature I mentioned - Found at the bottom of the Contact details section when adding or editing a contact.
As I mentioned, this’ll enable you to enter text such as a requirement for a Purchase order that you’ll be able to see when viewing the Contact record.
It’d be great to get feedback - if this helps with your needs here. -
Xero Mobile app - Ability to Delete/void invoices
Need to be able to void/delete invoices on mobile app. (Not have to do it via xero on computer)
VERY frustrating for clients who invoice daily from their phone and need to void or delete an invoice.9 votesHi team, thanks for sharing where improvements in Xero's mobile app could help the way you work.
While it's currently possible to delete draft invoices through the Xero mobile app, our product team are currently developing the ability to also Void awaiting payment invoices from the app. I'll round back to share when this is live for you all 😊
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Quotes - Make tax rate and account code mandatory
It would be great to make the tax rate (and account code) mandatory when creating quotes. This is a fail safe way of ensuring the gst is correct on quotes.
9 votesAppreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too.
Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here.
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Quotes: Hide line item cost
When we create quotes we do not want the individual cost to be sent to the client as we may increase or decrease price depending on actual needs. Therefore I would like to send a quote with all the products/services itemized but not individual cost just a TOTAL?
9 votes -
Delivery Order
Most our clients require Delivery Order. The current packing slip does not cover the clients company requirement.
9 votesHi Gloria, could you give detail on what is missing in the packing slip that doesn't quite suit your clients needs here?
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Xero Expenses: Automatic receipt scan in web app
Add the ability to extract data from scanned receipts in the Xero Expense web app.
At the moment, both the mobile app and HubDoc can automatically scan receipts and extract data (date, amount, payee, etc). This doesn't work in the web app and Hubdoc cannot send documents to the Expense app.
We use a document scanner to scan multiple reciepts at a time and then batch upload to our expense keeping app (Zoho Expense). Drag and drop multiple receipts into Zoho Expense and the software will automatically extract the data from multiple reciepts at a time. This is more user…
9 votes -
Expense Claims: Ability to add notes
Xero should add "Add Note" to Expense Claim just like we have it on Bills to pay. This would be helpful for requesters to provide additional information or make comment on their payment requests. Thank you.
9 votes -
Xero Accounting app - Send customer receipt
I generate invoices from the Xero app. Quick and easy. I would like to generate a receipt from my iPhone app as well after a customer has paid. At present you can only do this via the website.
9 votes -
Projects: Show total uninvoiced amount
Projects in progress list must show the total uninvoiced amounts also.
9 votes -
Expenses - Prevent users from submitting expense claims for locked periods
Xero should not allow employees to submit Expenses for locked periods. It must have a Posting Date & Document Date to facilitate this. The document date should always be what's on the invoice/receipt
9 votes -
Invoice - Link back to project from invoice
I would like to be able to have a link to click that takes you back to the project that the invoice was created from. There is a note to say what project it was but I have to go to projects and find the project, I would love for this note to be a direct link to the project.
9 votes -
Repeating invoice for a customer group
The ability to create a repeating invoice to a customer group
9 votes -
Projects - Report based on employee projects
Projects - Would be terrific if we could produce a report based on employee projects, for example to be able to see what staff currently have on, the $$ they have quoted for a period of time etc.
9 votes -
Invoices | Single click back to drafts
I would LOVE a link back to draft bills & invoices from the approved bill or invoice. When using email to bill and repeating invoices, after approval there is a link to add a new 'whatever'. But there is no single-click option to go straight to drafts to keep processing these. Instead you must click twice to purchases overview and then drafts.
When processing a large queue of draft bills and invoices, this would be a huge time-saver for me, and I'm sure many others.
9 votes -
Bills - Draft Bills overview, add GST and Account columns
Is it possible to add GST and Account columns to the draft bills screen in Xero to check the account and GST total before approving?
9 votesThanks for the image, Julie.
Not possible atm - Appreciate this detail might be useful, however considering a single invoice can have a different tax rate and account per line it would be quite hard to represent this in the screen.
Perhaps the Payable Invoice Detail report could be useful instead?
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Invoices/Bills - Ability to copy multiple bills into one invoice
Converse of the ability to copy multiple bills into one invoice.
9 votes -
Prepayments - Create prepayment automatically for Income in Advance invoice
Prepayment automatically be created for the combined total of the "Income in Advance" lines.
Purpose: To save users time from having to prepayment invoices manually by adding a payment to the invoice from Income in Advance
9 votes -
Inventory - Customisable description fields for items
Ability to have customisable description fields for items in the Inventory.
Purpose: To have better notes if the user is able to customise the description item.
9 votes -
Checks - Restore voided checks
Ability to restore voided checks in Xero.
Purpose: To easily get the checks back when a user accidentally void it.
9 votes
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