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  1. In our business, there may be multiple people helping on a particular project for a client. Currently, in order to have the income allocated correctly to each employee we have to enter separate items for each person. This then flows through to the invoice, showing all the amounts and items listed separately.

    Would it be possible to look at a way that "behind the scenes" we can add multiple invoice items so that income is allocated correctly, but on the invoice it shows a single description and amount?

    It just makes the invoice look more confusing than it needs to…

    2 votes

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  2. It would be an idea to be able to add to a purchase order by simply ticking the item from the stock list while you are checking stock levels. This would save time typing in every item after you have checked it.

    2 votes

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  3. Currently, Xero does not has option to select payment to
    JP Morgan SGD account
    Swift code CHASSGSG

    HI Xero, pls consider to add tis SWIFT code.

    2 votes

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  4. When importing bills from a csv file, Xero will currently treat all lines with the same invoice number as one transaction, even if the separate lines are from different suppliers. The system should ideally not ignore the fact that the supplier name is not the same. Would be good to assume that the bill is posted against the correct supplier, even if it happens to have the same invoice number as another supplier's invoice.

    2 votes

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  5. I would like to receive a notification when draft purchase bills are automatically created when using e-invoicing. Otherwise, i wouldn't know it was there to be paid.

    2 votes

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  6. Is there any way to have an invoice email that is generated automatically based on the 'Item' (business > products and services) record selected from within the Invoice?

    We send invoices specific to individual contractors each month. These contractors ('Item' within invoice) have unique purchase orders and work order numbers that remain constant each month.

    Currently the email generated is a generic email which does not automatically populate the purchase order / work order number.

    Is there any way Xero can create an email template per 'Item' (business > products and services) record to minimise our risk of error and…

    2 votes

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  7. It would be great if the placeholder format can be customised:

    i. with all capital letters

    ii. date format "01/01/2023"

    iii. with "JAN" instead of "January"

    iv. with "23" for 2023

    2 votes

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  8. Be able to sync multiple Xero organisations to the one external program (for us it's Splose) to allow invoicing from one program to split to appropriate Xero organisation.

    2 votes

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  9. We only want to pay the supplier/freelancer once our customer has paid for the service.
    Some form of link between a purchase invoice and the associated sales invoice to flag that the supplier can now be paid as the corresponding sales invoice was settled.
    Trigger something in the Due Date or even set up a payment so that it is easier to make sure we only pay once we have been paid

    2 votes

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    Bit of a 2 pronged request here, Neill. Appreciate the detail in your idea to understand your business needs here. Being open it's unlikely we'd be able to accomplish all you're asking with one change but we'll keep the idea open and let you know if any progress that could help with your flow. Thanks

  10. Allocation to Projects

    Can a feature please be added where a recurring bill is allocated to a project on set up? At present this can only be done manually after the recurring transaction has been created. We have over 100 recurring bills per month where we'll have to do this manually month-on-month in perpetuity.

    2 votes

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  11. Import data in at same Invoice number in multiple line but there is some negative amount need to included like deposit and charges etc

    2 votes

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  12. You have marked the idea at "Profit & Loss - Filter Tracking Report by second tracking category" (https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45050152-profit-loss-filter-tracking-report-by-second-t) as delivered and closed the comments, but unfortunately it's a terrible implementation, and you could really benefit by hearing comments from your customers on it.

    It allows the user to filter the data, and then to choose the columns it will appear in by selecting tracking category items for columns. However if I want to change the filter criteria I have to undo the column choices, then edit the filter criteria, and then recreate the columns.

    It still does not…

    2 votes

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  13. Hi

    Client is wondering whether there is a way to split bills in the cash flow prediction to show half the bill being paid on this day and the remainder on another day. Currently you can tell it that we estimate to pay the bill in full on this day but can't see an option to split the bill.

    Look forward to hearing from you.

    Thanks

    2 votes

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  14. 'Pay Now' shouldn't be displayed on invoices where the customer already has a DD in place as it is confusing, could lead to duplicate payments and cause them to contact us to query whether there is a problem with their DD when they don't need to. Xero say this is because xero can't differentiate customers who already have a DD in place, but they can - there is a flag and this is visible in settings and therefore must be available to developers.

    2 votes

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  15. 2 votes

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  16. I request xero development team to edit the billable expense feature or create a new feature. Currently for billable expense to be invoiced to customer, first we need to enter the billable expense and than later invoice to customer. However, in our case, we first send the customer a tax invoice to collect advance from customer and than make spending for the expenses on behalf of customer. However, in this case we can not make sure or link within xero what was invoiced to customer and how much was spent against that invoice. I mean if we the invoice for…

    2 votes

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  17. Purchase orders should not be able to be edited after they have been billed (even part billed). It defeats the purpose of a purchase order.
    We want staff to be able to issue purchase orders. Invoices are approved on those matching purchase orders. The same staff shouldn't be able to edit the original PO if it has been billed as then it doesn't match the invoice that's been paid/being paid.

    2 votes

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  18. The ability to notify (possibly by email) a user when they have been assigned to a project so they are aware they can start working on that project.

    2 votes

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  19. In the Aged Payable detail reports: Show a column of paid bills and Credits listed by month by month. This is the functionality form the old aged payables report that I want added to the new reports.

    2 votes

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  20. The Dashboard panel "Invoices owed to you" shows the number and total of
    * Draft Invoices
    * Awaiting Payment
    * Overdue

    Having a fourth line showing Unsent invoices would quickly notify users of those approved invoices which haven't yet been sent, whether intentionally or in error.

    2 votes

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