460 results found
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Bills - Bulk Void multiple bills
When duplicate bills have been entered you have to delete them one by one, would be great to be able to delete them in bulk
103 votesHi everyone, thanks for your input and joining the conversation on this idea. Bulk voiding bills is in the process of being released to all users. You can bulk void bills from the awaiting payments tab in Xero, selecting up to 200 bills at once 🎉
If a bill has had a payment applied to it you'll need to remove this before it can be voided. Have a quick look over the video to see how this works. 😊
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New Invoicing - Ability to remove email 'Review and pay' buton
Allow change to email format so that the VERY LARGE $X,*** 'Review and pay' button can be removed - as it can in the Classic invoicing. I have a large client who has stated they will leave Xero, rather than send emails in this format. They find it too aggressive.
3 votesHi everyone, appreciate the feedback here. Right now it is possible to hide the 'Review and Pay' buttons completely from the Email Settings in the Organisation settings. From here you can disable the 'Include quick link to online invoice and detail summary' setting to hide the payment buttons entirely.
Just to note, this does strip back the email formatting so you might like to send yourself a copy to see what this then looks like once the option has been disabled. Thanks
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New Invoicing - Calendar lookup to select Issue Date
When selecting the date, why only have today and tomorrow, not the calendar. A lot of the time when entering an invoice, it will be dated to a previous day. Why not have the calendar and these options? Or have yesterday as an option.
So far, this new invoicing is a mess and definitely doesn't make life easier. Improvements are needed.
5 votesHi community, appreciate things are a little different between classic invoicing and new. While we've created common date selections when entering dates using new invoicing you can still pick any date you need.
From the date field, under Today and Tomorrow, is 'Pick another date', clicking this will open a calendar popup so you can select the date you need. You may also find some of our date entry shortcuts useful when entering this information in Xero.
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New invoicing | View contact address
Can the new invoicing template show address like the classic invoicing template does?
Classic invoicing - Shows company address and the person it is addressed to (Attention:) when viewing the invoicing from our end
New Invoice - Only shows the company name and to check if the address is correct and if the person it is addressed to is correct you have to click on Edit or download it as a pdf to verify it.
Example Snapshots attached.54 votesHi team, with our latest updates to new invoicing you're now able to see your contacts address if they have one saved when viewing the invoice.
Appreciate the question around being able to edit the address and to confirm - you'll find in view mode you can click on the contact to view the contact card. If you'd like to edit the address click the small link in the top right of the contact card. This'll pop the contact open in a separate browser tab where you can edit and add a billing and/or delivery address. 🙂
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Trial balance - Compare MoM movement
On 31 July 2023 my old Trial Balance that shows the current movement per the months selected as well as the YTD figures will be discontinued. It will be replaced by a Trial balance that only shows the YTD figures and the comparative figures with the previous year. That doesn't help me at all when I have to do a monthly management report and can only see the YTD figures. I'm begging you, don't discontinue the old Trial Balance report! Or at least give me the option between displaying YTD figures and the movement for a specific period.
30 votesHey community, just popping back as promised! We’ve rolled out an update to the Trial Balance report this morning, adding in two new additional columns that show the monthly movement, similar to the older report. You can add in these optional columns from the Columns drop down menu - I’ve attached a screenshot for reference.
Thanks again for all your feedback on the new reports 😊
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Xero mobile app - Take photos of receipts and auto fill data
Allow the Xero app to take photos of receipts at the time of purchase. To reduce the number of steps to get a photo of a receipt attached to a transaction.
Ideally then when reconciling credit card transactions, the receipts will already be in Xero and they would pop up as a suggestion, based on the date of the transaction with the date the photo was taken.
It would also be ideal if you could view the receipt whilst coding, like it does when you are viewing a draft bill to pay.
3 votesHi Lauren, this is possible with the Xero Expenses through the Xero Me app. When you enable receipt analysis, you can take a photo and Xero will pull the detail out of the receipt to enter into the fields of your expense - Find out more on this here.
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New Invoicing - Populate Tracking column from settings in contact's Sales Defaults
Hi, the new version of invoicing will increase my work load. at present when you open an invoice to approve it, it is easy to select the tracking categories, as it is linked to the client profile. in the new version it does not and you have to go through the list in a drop down!
Also we have an issue when we change the invoice date. for example and Invoice raised on the 5th Feb should be paid on the 6th March. If we change the invoice date from the 5th to the 4th, it does not change the…
3 votesThanks for your feedback on the idea here, with the way new invoicing works once you add a contact, any sales defaults saved for that contact in their record will be applied.
Adding a Qty or Price for a line will trigger Tracking defaults saved for them to be automatically applied. Similarly this applies to the any default saved for Due Date. If you have saved a due date that is driven by the invoice Issue date you should see this update if you change the Issue date on the invoice.
If this is not behaviour that you're experiencing please do raise a case with our team of specialists so we can take a closer look into this with you.
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New Invoicing - Receive payment for an invoice before sending it
Immediately after creating an invoice, you approve it, then a series of boxes appears at the bottom of the screen allowing you to receive the payment. Once payment is applied you can send the receipt to the customer. This is ESSENTIAL for accepting cash payments or any payment made at the time of delivery but before sending the invoice. Please add this feature from OLD invoicing to New invoicing.
3 votesHi Fiona, it's not necessary to send an invoice before adding a payment. Once an invoice is created in new invoicing the default option is 'approve and send' but 'approve' can be selected instead. A payment can then be added and receipt sent, with a similar workflow to classic invoicing.
Atm there's no way to set the default approve option for an invoice. However, this has been raised as an idea across here if you'd like to add your vote. 🙂
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Invoice template defaults per Customer
It would be great to have an invoice template default set up per Customer in their Contact settings.
2 votesHey Kyle 👋 this is already possible. You should see the option when editing a contact under the Sales defaults 😊
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Reporting - Show date and time stamp report was run
Ability to show date and time stamps, to see when the report was run.
Purpose: This will help users to do their Audit Trail.
242 votesHey community, thanks for your continued interest in this idea. Earlier this year we delivered some updates to reports, so that they’ll now show page numbers and date stamps when exported to PDF.
This is an idea that was seeded by the community team when we launched Product Ideas back in 2022.
The Product team has done some great work to address the original request but reading the commentary here, the scope of the idea has grown a bit since then!
We’re confident that this release solves the original request so I’ll be marking this as delivered.
There are additional improvements that have picked up some momentum in the comments: to make the date stamp toggle-able, and to extend the field to include time as well. To be open we don't have plans to progress these specific asks.
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Bills to pay - Highlight bills that have been selected
Bring back highlighting of selected bills
16 votesHi everyone, highlighting in the bills list view is now available 😊
Now, when you select bills these'll be highlighted on the screen. Thanks for voting and sharing how we can improve Xero for you.
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Projects - View quote and invoices linked to project
Why does the Project record not cross-reference the invoice number when the project is invoiced?
And why do they not have dates that they were created or invoices?2 votesJust rounding back, we'll shift this idea to delivered. For anyone coming across the idea here - Currently within a Project you can click on the Quotes & invoices tab to view Invoices that have been raised with the Project assigned and this will also show the Invoice and Due dates. 😊
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Invoice/Bill - Change transaction type
It would be nice if you could flip an invoice or a bill to a credit note of each kind. Sometimes when bringing in data from Hubdoc, a credit note will be pushed as a bill, so if you could basically hit a button to flip it the other way that would be great, same with invoices.
244 votesThanks for all the interest on this idea, Community!
You may already have seen on this idea, Hubdoc has rolled out support for automatic credit note detection.
As mentioned by some here, when a credit note is detected by Hubdoc, all you'll need to do is review before publishing to Xero.
Though there are suggestions for a direct button in Xero, based on this availability through Hubdoc, we're going to mark this idea as delivered.
If you haven't already connected your organisation to Hubdoc, you can read more about it here.
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XeroMe - Zoom function in when viewing submitted receipts
Add the capability to zoom in submitted receipts. As an approver of claims it is very hard to read the receipts without being able to zoom in or enlarge on certain parts of submitted receipts. This was available in the old “expenses” app which will no longer be in use at the end of February
2 votesHi community, thanks for your input on this here. It's now possible to zoom in on receipts from your iOS or Android device. 🎉
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Cancel a Draft Invoice from Invoice Screen
Bring back the Cancel Button in the Draft Invoice Screen please. We are all human and make mistakes and sometimes it is better to cancel and start again. In the new invoicing you need to exit and delete the draft - losing another invoice number. Please reinstate. Thanks
1 voteIn new invoicing this has been renamed to 'Delete'. You can do this from the 3 dot menu, Barbara 😊
Here's a pic of where you'll find this option.
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Add Another Invoice Link
The Add Another Invoice link is not in the New Invoicing. This is really handy and it would be great if it could be reinstated. Thanks
1 voteHi Barbara, from the Approve & email option you can drop down to Approve and add another 🙂
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Bank Reconciliation - Allocate Payments to a Supplier's account
I do not know if there is a way to do this if so it is not too simple. I would like to allocate a payment from the Bank to a Supplier but to not allocate it against any invoices. This would not be a new invoice but would sit on there account so it is easy to know what they owe a supplier. This idea would be similar to Sage "Payment on Account" which is very simple to do on Sage.
2 votesHi team, the way to do this in Xero would be to reconcile the payment as an overpayment or a prepayment. This would then be credit on a suppliers account that could be applied to a bill at a later date.
Best to connect with your adviser if you're unsure which transaction type you should record these as, however we have a bit more information on these here and here respectively. 😊
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UK Payroll: Customise default working week
Ability to set up standard week in Xero Payroll.
Purpose: To make users easily calculate their employee’s wages. Especially for industries that run 7 days a week.
186 votesHi everyone, we’re pleased to share that we’ve now released working patterns to all UK organisations that use Xero Payroll.
This change reduces manual workarounds enabling you to enter more information employees’ working patterns to support accurate allocations of leave and earnings rates. You’ll find you can now;
- Create or select from working pattern templates
- Add working patterns manually or using the template
- Setup multiple weeks of a working pattern
We’ve shared a few videos on YouTube that’ll help guide you through the change 😊
We really appreciate everyone who’s engaged with us on this idea and those who’ve been involved in testing some of the functionality with us through the journey.
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Reports - Use custom report layout across all organisations
This is so customers can use the same custom made report layout for multiple entities.
22 votesHi everyone, appreciate your interest and sharing on the idea here. Right now Report Templates offer the ability to create a custom report layout that can be used in multiple organisations.
To access Report Templates you must be a Xero Partner, if you don't have one you can find one through the Xero advisor directory.
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How to record and reconcile a part payment on a Bill
The client has been using Hubdoc for uploading the bills into Xero. How can we record the part payment for the bill during the reconciliation in Xero please?
In general, we use "Split" to record the part payment but we are unable to see the split on Hubdoc bill1 voteHi Just a heads-up that this is a public forum for discussing improvements to Xero, rather than finding support with using Xero.
To do this you could:
- View the bill and scroll to the bottom to the 'Make a payment' section.
- Record the part payment here, directly on the bill.
- Finally, use Find & Match to reconcile the bank statement line with the part payment.
If you need any further assistance with this, or anything else in Xero, please raise a case with some details on Xero Central, and our Support team will be happy to help.
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