1399 results found
-
Bills | Make payment - Wider Fields for "Paid From" and "Reference"
Can you make the "Paid From" and "Reference" fields wider in the Make a Payment section of the bills and invoices? I like detail in my Reference field and there are only 14 characters that you can see and in the Paid From field, you can't see both the account number and the text.
3 votes -
Tracking category on Automatic fees from Payment services
There should be an option to add the Tracking categories in the automatic fees from the Payment services such as Paypal, Stripe, etc. This is a small update but can save a lot of time in EOM processes so we do not need to do Find and Recode at the month-end for these transactions.
3 votes -
Invoice Reminders - Ability to send manually
We need to be able to send reminder letters through Xero but as and when, and to all customers, not just those that have fallen overdue since turning on the function. We have just migrated and have to go through each account and send an email outside of Xero to chase these so therefore no audit trail. This seems a key feature which is missing and easy to implement.
3 votesAppreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
-
Billable expense - Record time to customer without task or project link
Record time to a customer with a billable or non-billable item only WITHOUT a task or project link.
3 votes -
Add a free text column for comments to the 'Invoices' and 'Bills' dashboards
Add a free text column for comments to the 'Invoices' and 'Bills' dashboards
Purpose: To track reasons for delay, communications with contacts etc. and have them be clearly visible all in one place.
3 votes -
Purchase Orders - Link to view other orders items are ordered from
When on a product screen and you have X amount of parts on order I would like to be able to click that too see the purchase orders relating to it.
3 votes -
Expenses - Change the setting to automatically record at Accrual when user input Expenses at new bill
change the setting Xero can automatically record at Accrual when I input the Expenses at new bill dont lock the AP account we can change the automatically record account
3 votes -
Quotes - Adjust format of item price
Absolutely hate the new quote layout and the way it adds zeroes to the item price. Would like to be able to use the old style and elect to use the new style
3 votes -
Quote Folders Expanding in Information Tab
Quote Folders Expanding
Option to expand the folders and keep them open. (Even when clicking in and out of costs etc)3 votesWhen you say 'Quotes folders' - could you provide a little more detail on where and what you mean by this in Xero, Kim?
Would this be when viewing folders in the Files library that may have been set u for your Quotes? or something a bit different? Thanks
-
Customer Statements - Ability to choose invoices
Send Statements, Outstanding, Select Date.
We want to send statements to our clients for invoices that are 30 days overdue - so if I put in the 28th February 2022, Xero brings up a list of all overdue invoices as at that date however some of those invoices have been paid so if I send out the 'Activity Statement' its not a true record of the invoices outstanding.
I would like Xero to change this so that you can either click on each invoice you want to send out ie the ones that haven't been paid or Xero only shows…
3 votes -
Invoice - Ability to add a line at any point in an invoice
currently only allows you to add lines at the bottom
3 votes -
Sales | Invoices - Contact selection rather than search
Invoices page, Please add a "Customer Dropdown Box" so we can just scroll and select a client from the list when looking for a clients older invoices.
The current search box is outdated.3 votes -
Customisable Receipt interface
Hi Xero, I would really like to request the receipt template can be customised just like to quotation and invoice. It is as important to my customer to see my documents consistency from quotation, invoice to receipts.
2 votes -
Quotes - Create repeating quotes
I note there are repeating (aka recurring) invoices and bills.
I would like repeating quotes as well because every year, we issue a quote to some of our clients for maintenance agreements or hosting agreements. It is basically the same quote every year except that the amounts are adjusted for CPI2 votes -
Unallocated Expenses In Xero Projects to Show Supplier Name for ease of Expense Assignment
Currently Unallocated Expenses in Xero projects just show the item line description Which can make assigning to an estimated expense difficult especially when you have "Delivery Charges" I propose a change so that once an expense is allocated to a project and falls into the unassigned it shows the name of the supplier
2 votes -
New Invoicing - Approve & email + add another option
Hi Kelly, could we have approve + email plus add another invoice on the same option drop down please, saves soo much time 🙂
2 votesThanks for the suggestion! I've made sure to pass your feedback on to the the team, we don't have any immediate plans for this but will be good to build the interest of this here and I can keep you updated if any plans are made.
-
Sales invoices - Bulk date change
Could we have a bulk date change please for when we are ready to send a lot of draft invoices or any in awaiting approval (and in the repeating 'payment due date' section)
we rely on the repeating function but its a pain to go in and change them one at a time when there's loads, especially when they copy over into draft aswell, its a mammoth taski.e also an option for '30 days payment due upon receipt of invoice' 😃
2 votes -
New invoicing - Ability to set 'days due' when sending invoice
An option to see how many 'days' due in preview section for the new version of invoicing
Could we have an option in xero please to select 'due 30 days' from when we approve/send an invoice ?
In the classic invoicing when you preview it (before approving and sending it) it would always say how many 'days' it is due as well as the 'due date' this helps as we expect payment within 30 days of the customer receiving the invoice not 30 days from the invoice date.2 votes -
Credit Note - Ability to view contact when in the allocate Credit Balance Screen
When a credit note is approved, the next page that pops up is the Allocate Credit Balance screen. This screen does not state who the customer/supplier is, and when creating multiple credits, it can be hard to recall who each one is to. It would be great to have the Allocate Credit Balance screen displaying the contact of the credit (the reference would also be great, but I have already voted for that one separately).
With the new invoicing re-vamp this would be a great opportunity to increase the information on the Allocate Credit Balance screen too.
2 votes -
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
2 votes
- Don't see your idea?