1397 results found
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Quotes - Subtotal feature
We have to do annual quotes for the service provided.
So we do 1 day quote and then multiply that 1 day quote with the total days of service provided. If there can be a option of have a total of 1 day price and then a separate section underneath to show the total of certain no. of days, that would be great.
2 votes -
Purchase orders - Expand Overview columns to fit the width of the page
Please change the table view on the Business --> Purchase Orders (Purchase Order Overview) to be the same as the Invoice Overview, which expands to fill the width of the page, as the current Purchases Overview is truncated and you cannot see pertinent purchase order details; like the PO name as an example.
2 votes -
Navigation - Standardize the wording of Menu options
We noticed some forms use Edit vs. Revise, and Save vs. Update, and other different wording for the same outcome. It might be helpful to standardize the wording in the Options menu across the forms. A standardized options menu for the common options to save, edit, print, send, delete, etc, might help users learn the program faster and increase efficiency of use, overall. It would for us. What are your thoughts?
2 votes -
Email Settings - Contact Name Placeholder to include additional person
It would be great if the Contact Name placeholders could populate the name of the individual person receiving the email rather than just the primary person for a contact.
ex. I have a contact name for a child with the primary person being Parent 1 and additional person being Parent 2. Would love if the Contact Name placeholders could address the email to each Parent 1 and Parent 2 independently instead of just addressing Parent 1 in both emails.
2 votes -
New Invoicing - Allow fields to be populated in any order
In classic invoicing we can populate the fields in any order we like. My usual route is client > date > tracking as we use the tracking code in both the reference and the description so a quick copy and paste saves me a lot of keystrokes. New invoicing forces you to populate fields in order and I cannot set the tracking code until the description / amount et al are filled.
Please can the ability to populate in any order as exists in classic invoicing be brought across to the new.
2 votes -
Invoicing - Add optional donation
Allow charities to add an option for customers to make a voluntary donation when paying their invoice.
When making a payment through the pay now link, they would be able to add an additional amount as a donation, if they choose to.
2 votes -
Customer Statement - Show links to credit notes
Please can the hyperlinks to Credit Notes appear on the statements of customer accounts? We have so many queries to send credit notes after statements are sent out because there is no hyperlink to it on the statement, time consuming and unnecessary.
2 votes -
Inventory - Check items on Quotes and Orders from Products and Services screen
When checking information on the inventory screen it would be extremely helpful if you could click on the 'In committed quotes' or 'Quantity on order' to see the customer or supplier to which they are assigned. Sometimes I need to chase a supplier for parts but have to waste time trawling through the purchase orders to track down who they have been order from. Likewise it would save time to be able to go straight to the customer quoted once an item has been received.
2 votes -
BAS - Automate GST data entry on Bills
Ask for Xero to auto generate GST data entry on Bills.
I wish to only enter gross invoice total and GST paid amounts and have XERO calculate and record GST free line and GST inclusive line - This was a valuable feature of Quicken.2 votes -
Cheques - Print cheques for Canadian companies
Set Cheques up properly for Canadian Companies.
Canadian companies should be able to print cheques properly at the bottom, and we should be able to use blank cheque stock.
2 votes -
Shopify - Multicurrency support
Xero and Shopify integration - Currency should not be an issue to connect both apps, foreign currency should be taking into consideration. A company can be having sales in different currency to different country. Xero and shopify please look into this issue to ensure the integration doesnt limit by the based currency for both apps.
2 votes -
Inventory - More decimal places for Quantity
It would be useful to add possibility of using long figures of quantity when entering inventory transactions. For now only 4 decimals are allowed. On practice it would be great if up to 10 would be possible.
2 votes -
Standard Branding Theme - Add Terms options for Purchase orders and Remittances
Current options in the "Standard - Edit Branding Theme" exist to add details/terms in certain fields that show only on (Invoice and Statement) or (Quotes).
Two additional options for maximising a field for Terms for (Purchase Orders) and (Remittances) would complete the set.......pleeeeease!!2 votes -
Invoicing - Exempt flag for non-taxable lines
When using the new Avalara auto taxes, the options are now show every line item tax rate, even if it's except. This is not right. Tax Exempt lines should show Exempt, just like they did with the manual tax entry. My clients are confused why every line item shows a rate rate, even if it isn't being taxed. In the business AND accounting world this is not right. Only items that are being taxed should show tax rate.
2 votes -
Invoicing - Keep a record of all invoices sent before changes are made
We sent an invoice to a customer that had the bank details for payment added into Xero incorrectly on our end. Error has since been corrected, but customer has the initial Xero-generated invoice with the incorrect details. When I view the invoice in Xero now, it shows the correct bank details. Is there a way to find/see the invoice that was sent with incorrect details?
2 votes -
Reporting - Checkbox to reconcile bills against supplier statements
I think it would be helpful to have an interactive check box next to invoices in aged payables detail report to help with reconciling against supplier statement.
2 votes -
Batch Payments - Schedule a Payment Date for Crezco payments
Add a payment date for Crezco open banking payments so they can be scheduled upto 10 days in advance. This used to possible with Wise batch transfers
2 votes -
Navigation - Update the user interface
Not a major one but I feel the whole online site needs a facelift.
Information is not given in an easy to process way and this can make navigating the program more complicated than it seems to be.I recently transferred over from MYOB and where I feel the general program of Xero is better for ease of reconciling etc. some tasks can feel super overcomplicated and difficult to carry out due to poor layout and outdated visuals. This is something MYOB seem to have done well, Xero seems clunky and outdated in comparison, whilst having all the programming and…
2 votes -
Mobile app - Support US Auto Sales Tax
Including the AUTO lookup feature for sales tax in the Mobile App would make the product usability much better in states such as Colorado. To create invoices at "pop-up" events in various tax jurisdictions is crucial so you don't have to remember to continuously load new rates for complex destination /home-room rule situations. The "usability" of the app would be increased rather than being tethered to a computer to manage.
2 votes -
Hubdoc - Multi-page PDF
Hubdoc - Would like a second email address to be able to upload PDF with multiple pages for multi page split.
2 votesHi team, this is something we're working on at present. When available you'll be able to upload up to 10 documents at a time. 🎉
I'll come back to share once it's live.
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