1399 results found
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Bills - Allow the ability to enter .01 instead of having to enter 0.01 in Total field
Fix the Bill Total field to allow regular number input ability.
Specifically, allow the ability to enter .01 instead of having to enter 0.01 which is very unnatural. So, disable/remove the logic that requires the Bill Total entered to start with a number.
Use Case
- We get numerous invoices with a $0.01 total where the product may be an allocation or new line incentive. I constantly get a Bill Total mismatch because I enter the Bill Total as .01 which results in $1.00 bill total instead of the expected $0.01 bill total.
Secondary to this primary fix - Allow…
1 vote -
Purchases Overview - Quick link to Aged payables report
Would be handy to have a link on the horizontal navigation bar of the purchases overview - direct to the aged payables report
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Purchase Orders - Option to decline
Would be useful to have the option to decline a PO request to remove it from the 'awaiting approval' tab, currently the only option you have is to delete it.
The full PO side of Xero requires an upgrade, it's useless
1 vote -
Send invoice - Drop down to select email address
I normally send invoices to the main accounts email address and the person who actually ordered the service to let them know work is completed and invoiced. This was well supported in classic invoicing with a drop down list of the previous 6 invoices enabling to easily pick the appropriate person who ordered. This feature is not available in new invoicing and it is time consuming to search email address of the ordering person and copy to new invoice email, if this feature can be reinstated will be appreciated!
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Sales invoice - Show the total net separated by vat rates
Creating a summary at the bottom of a sales invoice showing the total net brokendown by vat rates to give the customer a clear view of what they are purchasing
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Invoices - Show GST as 'GST 8%' instead of 'Total 8%, GST 8%"
Is it possible for the transactions created in Xero to just display "GST 8%" instead of "total 8% and GST 8%"
1 vote -
Quotes | Search by Item or account
Quotes/Sales Overview
Be great to search by account in addition to current fields. For those business that need to track quotes based on product or brand or account, this would allow a business to see activity and also follow up quotes from the one screen. hope that makes sense.1 vote -
Short cut for payment date to be equal to transaction date
Short cut for payment date to be equal to transaction date.
For example, you have entered a bill say 20/3/2023. The client has also paid it on the day. Rather than entering 20/3/2023, would be great to just enter say "s" in the date field and uses the transaction date for the payment date.
1 voteJumping the gun in my last update - sorry Marco. While Xero's date entry shortcuts can be helpful for the due date these don't quite extend to the Paid date field atm.
We'll get a sense of interest here and update if there's any plans made. 🙂
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Bank reconciliation - Pre enter Expenses non behalf of a user
We use debit cards for our business. This means I see the transaction posted into our bank account before the individual submits their expenses. With a lot of transactions there are expenses missed and it’s painful to match up lots of transactions.
In the account reconciliation function I would like the ability to have a draft expense created and assigned to an individual for them to complete the expense process, which is then reconciled once approves1 voteHi Jason, from the sounds these aren't reimbursable expenses - how would they generally be entered in your org? For example as Spend money transactions or Bills?
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Sales Invoice - Collate lines of a single invoice when exporting
When exporting invoices if an invoice has multiple lines in Xero it also appears with multiple lines on the exported Excel.
Can we have some way to collate the invoice lines onto one line on the excel?
Currently when exporting a bulk amount of invoices we have to manually combine lines on the spreadsheet for the same invoice. This can take a lot of time and often lead to mistakes as manual calculation is needed to get the correct invoice amount.
1 voteCan you provide more detail of your reason for needing to export invoices from Xero, Balraj?
We don't have any plans for changing the format of the export right now, however it sounds like this is a common action for you, and it'd be good to better understand the use case that we can share with the team.
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Xero Projects: Input historical invoices and expenses
Xero Project Module
we are currently using Xero Project module.
the duration of each project is around 3 years.I need to have an interface that allows me to input the sales invoices issued, purchases & expenses related to this project in the last 2 Financial years.
I need to track the profitability of this particular project that will be a duration of over 3 years
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Projects - Ability to assign expense to a contact and project
I have clients with multiple projects and multiple contractors billing for each project. If I want to sort the cost of the contractors by contractor, to evaluate the individual profitability of each person working on the project, then I have to create an estimated expense for each contractor. Easy enough - their contracts have the maximum hours they're expected to be billing my client.
But if I forgot to assign each bill to a tracked expense before I on-bill that expense, then once the hours that the contractor has worked have been on-billed, I can't assign them to a tracked…
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Bills - Ability to zoom in on a bill that's been uploaded.
There used to be a feature that you could zoom into a bill that had been uploaded when putting the information into Xero ( when the bill shows at the left of the Xero page ) This has gone and now I have to keep popping bills in and out to see details. Please could it be re-instated
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Sales Invoice | Advanced Template - Option to add 'QuantityTotal' field to invoice template
Would love there to be a total qty function at the bottom of invoices
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Global Search - Ability to search Projects
Why can't you search for project number using the magnifying option top right main screen?
1 vote -
Sales Invoice - Auto save draft email when sending
When amending the email which is sent when sending an invoice, I sometimes accidentally touch the screen, causing the screen to swipe down, losing the message. If you swipe down on the email, could this not be saved as a draft with the draft invoice, so I don’t have to start again?
1 voteUnderstand the nuance, Jason. Do you often find yourself sending personalised emails with each invoice? If something a little more generic or widely used perhaps it could be worth setting this up as an email template?
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Projects Reporting - View future fixed charge amounts
Xero Projects Reporting - fixed charges to be included in Charge Amount column
We use Xero Projects in our accounting practice to track time / costs for client billing. We have some clients who are on fixed monthly charges (e.g. $1,000 per month). When viewing the Xero Projects reports to track performance for the month so far, the fixed charges do not appear in the Charge Amount column. It would be beneficial if the fixed charges appears in the Charge Amount column, given they will be charged.
This allows us to forecast profit for the month more effectively. If we…
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Invoice Reminders - Trigger when importing from third party apps
Invoice reminders do not work when generating invoices in a third party app that pushes the invoices across to Xero.
This is unhelpful when the integration is otherwise seamless.
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Sales Invoice - Column for client Account number on invoice
Would like to be able to have adjustable columns on an invoice that I can change what they fill with. Right now an Invoice only has Item as a field. I would like to be able to change from Item to Account. That way I can have one payer and list several clients in the invoice without typing them all in. For instance, if a field was labeled Client Account # or something then I could set up the list with my clients or pull them up from contacts, and just select the clients account number, it would prefill a…
1 voteHi Laura, hen you say you'd have one payer - would this be a customer or someone internal in your organisation?
It still sounds like untracked inventory could work here - for example each 'client' would be set up as an untracked item, you could select clients using the Item column of the invoice and this would auto populate pre saved data such as the account number which could be referenced in the description column, and monthly service for the account.
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Xero Accounting App | Bills - Shortcut to favourite accounts in 'Categorize to an account' menu
My role as a user is to load my credit card receipts into Purchases/Add Bill. On the template screen I would like to be able to have a "favorite's list" when selecting the "Categorise to an account". Also, all my expenses are to the same Department so it would be great if I could set a default, same with "Select tax rate". Thanks!
1 vote
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