1319 results found
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Repeating templates - Set a number of cycles within a period rather than frequency
Have repeating invoices repeat for a number of cycles rather than a specific end date. So send out 10 monthly invoices not having to work out when the 10th might occur.
1 vote -
Sales Invoice - Email a range of invoices with different status
the feature should be available to to email a range of invoices, for all tabs whether paid or unpaid, not just one single tab
1 voteHi Wendell, it'd be good to understand the needs behind your idea here. Is there a specific reason you'd like to be able to send a invoices of different status together?
In lieu, you could look at running and exporting the Contact transaction reports to help paint a picture of your customers activity, this could then be sent to them outside of Xero.
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Invoices - Option to create folders for past year invoices
This folders would be to keep each years invoices separate for the customers that still owe from the year before
1 vote -
Reconciliation: Import spreadsheet file that allocate invoices against bank deposit in XERO
I would like to be able to Import a file from a spreadsheet for a bank deposit received. We currently receive 1 bank deposit which will pay 200 invoices over 10 Sales Accounts.
We currently Import a Spreadsheet file to upload our sales invoices.
I would like to be able to Import a Spreadsheet file to upload the bank deposit received for 200 plus invoices, this would save a lot of manually typing invoice numbers in when processing the Deposit in XERO.1 vote -
Invoice Reminders - Ability to pause and resume
Have a function that allows Invoice Reminders to be paused over holiday periods (to prevent clients receiving invoice reminders on Christmas Day, Easter etc). Would delay the reminders sending them out after the "holiday" dates had lapsed.
1 vote -
Account Transactions - Show credit notes as unallocated so they can be matched with customer remittance
Show credit notes as individual transactions so that they can be matched to customer remittance advices. Also allow cross referencing to original invoice if applicable. Not faff about offsetting credits to invoices before payment received
1 vote -
Sales invoice - Option to prevent editing once sent
I wonder if this is possible: After sending a sales invoice to a client there is nothing on Xero stopping me from editing it. I would like to see Xero put something in place whereby once a sales invoice is marked as sent, it should not be possible at all to edit it. If the user needs to edit it, they would need to issue a credit note and new invoice. Also, if the customer requires another copy of the sent invoice it should automatically be marked “Copy”. Is that possible?
1 voteHi Howard, not on an individual invoice basis, however it might be worth exploring if Lock Dates could be a good way to help prevent changes to
invoices that have been entered to a specific date?
Lock dates are limited to certain roles in an org, which would help prevent users with roles outside of these from being able to make changes to transactions within the lock date range.
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Quotes: Show when a quote is already being chased
It would be great to have a status on quotes for when you have chased a quote. We can add a date of this and details of what has happened in notes, however if it could show as chased on the first screen under status, this would make more user friendly.
1 vote -
Sales Invoice - Make reference field mandatory
How to make any particular non-mandatory field in an Invoice change to mandatory.
I want to make the Item Code field & Reference Field Mandatory.1 vote -
Bills screen - Show total payment and overpayments after reconciling bills
I would find it really helpful to be able to see the amount of the invoice and the 'overpayment' on the Bills and the Sales Invoices screens after they have been 'matched. Currently the amount for both shows as zero.
1 vote -
Sales invoices - View attachments after paying
Clients can view and download invoice attachments after paying the invoice. Lawyers, accountants, engineers, architects, can benefit from automatically being paid for their reports, documents etc before clients can get access to them.
1 voteJust to make sure we understand your idea here, would this be for the ability to restrict the ability to view or download attachments of an invoice until the invoice has been paid?
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Project Reporting - Increasing character limit for job filter to 100-150
When searching in reports for Xero Projects, the facility to enter 100-150 characters would allow us to do a full search, instead of the approx 50 characters it currently allows.
1 vote -
Credit notes: Apply credit to item price
We sometimes get Credit Notes which change the price of the items. We don't want to credit the whole item, simply want to adjust the price but Xero doesn't seem to have a straightforward option for this.
1 vote -
Batch Payments - Single " quotation marks removal on export of .csv files
Single double quote marks in an exported .csv file cause the file to lose data integrity - a facility to remove single double quote marks " prior to export of the file
1 voteHey Stephen, thanks for raising this one!
It'd be great to get a bit more information on this one.
Could you let us know where you're experiencing issues with .aba files and what those issues were?
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Quotes: Choose default quote screen
I work a lot with quotes and 99% of the time I am interested only in Draft quotes. So I select "Draft" but everytime I select a quote to change it, after I close a change quote screen and I return to the list of quotes, the list is shown again with "All" quotes. Why doesn't Xero keep the selection criteria to re-show the list? I literally have to re-select "draft" hundreds of time per day. It doesn't make sense to me... The same applies to the search criteria in the top part of the screen. If I want to…
1 vote -
Hubspot integration - Unlock invoicing for EMEA Users
The Hubspot CRM integration for the EMEA region doesn't offer the option to 'Get invoicing'
1 voteThanks sharing with us here, Haider. Not something that we have plans for extending the integration for at present, but we'll start tracking the support in this here and let you know if there's any plans for change.
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Xero mobile app - Set default behaviour for 'Send me a copy'
When sending an invoice from a mobile device, remove the “send me a copy” button, or at least let us make a one time adjustment to stop having to turn it off every single time.
1 vote -
Xero Mobile | Bill - Add currency to the main view for Create bill
As you can see in the attached pictures, the "New bill - screenshot 1" shows the information to key in when we want to create the bill. As we have many expenses in different foreign currencies, we need to add the currency unit to the bill. We have to open "Optional details" to add, as in the picture "New bill - adding currency".
It would be great if we could set the field "Currency" to be mandatory, so this field is always on the main screen and we don't have to open the "Optional detail" every time we create the…
1 vote -
Projects - Unique email to send estimates for auto creation in Xero
- Dedicated email address to submit supplier quotes to Xero (like the email used for bills)
- Once in Xero can create the estimate, add mark up etc and assign to a particular project
This would be a huge time saving feature for me to be able to quickly add supplier quotes for a variety of different projects on the go at once and a faster creation time for a quote. At the moment this is a laboriously time consuming process.
1 vote -
Xero Mobile App | Dashboard - Show Pre tax profit
I want to show my operating profit pre tax on the mobile app dashboard.
1 vote
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