4581 results found
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Invoicing - Template invoice including an inventory item
Permanent inventory item on a specific invoice template
For example, we are an automotive repair shop
If I was to have a specific invoice template for 'vehicle servicing' and would like every service invoice to come up with Sundries and Freight automaticallyThis would be a great way to save time as well as making sure everything is being charged out correctly
11 votesHi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.
On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here.
As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill…
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Invoices - Option to identify which invoices are not assigned to a Project
When using Xero Projects, we can assigned Bills and Sales Invoices to a Project.
However, it is possible to create a Sales Invoice and easily overlook assigning it to a Project.
There is no way to identify Sales Invoices which have not been assigned to a Project. (A recent update provided a feature to do this for Bills but not Sales invoices)
60 votes -
Project Reporting - Sort by invoice/bill date, rather than assigned date
Currently when you filter all project reports by a date range it pulls the report based on when you assigned the invoice/expense to a project. Please update the report to pull by the invoice/bill date similarly to all other reports in Xero. This is crucial so you can compare your project reports to all other financial statements to confirm accuracy.
5 votes -
Reporting - Include Draft invoices and Purchase Orders in the Sales by Item report
It would be great to have an option to run a sales report by item which includes draft invoices, delivery dockets, and purchase orders as well.
For example, I tried to run a sales report on qty of each product sold for the financial year to date and realised this information was inaccurate as we had sold a significant qty as draft invoices (using draft invoicing in lieu of delivery docket functionality), these products were not included in the sales report.
2 votes -
Projects - Create time entry not associated to a project.
Ability to enter time not associated with a project.
1 vote -
Reconciliation - Filter for money in or out
Can you please add a filter to the payments page so we can filter them to show just the incoming payments. It would make it a lot easier to reconcile the payments if we don't have to scroll through all the outgoing payments as well.
2 votesHi Carmen, if your role has access to Cash coding you could click the Receive column to re-order and group the statement lines you'd like to reconcile first. 🙂
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New Invoicing | Send - Placeholder for reference
The new invoicing doesn`t transfer the "Reference" field information to the email area and I have to retype this every time. The previous version just transferred it all. Now this means more work, having to input the reference three times in the process
Also there is no confirmation anywhere that the files I attach are being sent. If you PREVIEW it does not show the files anywhere ?4 votes -
Report templates - Add Project reports
Ability to add project financials rerporting into an advisor template report
Being able to build a management report template that includes project financials seems like a no-brainer. but you can't do it at template level. You have to start with the existing template for a managmeent report and build a report from scratch for each client.
You can't even take an existing template and add in a project report.2 votes -
Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees
913 votes -
16 votes
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Budget Manager - Ability to add Notes
I really need to add notes to the Budget Manager fields to explain (as much to aid my own memory as anything) how I calculated the amounts in each line for each month. This will be helpful when the budget is interrogated at Board meetings and I can easily reference what was included in the expected income or expenditure figures for a month. Xero has this facility in other financial reports, but it is desperately needed in budget manager.
20 votes -
Expense claims - auto populate data like date, organisation, amount when uploading
When uploading an expense claim, Xero should auto populate data like date, organisation, amount to cut down on data entry and mistakes.
Hubdoc has this feature, can this be applied to expense claims?
1 voteAppreciate you confirming that you were referring to this from the desktop version, Kelly. I'll re-open the idea here. It's not something we have plans on at present but will track this here, and let you know if any change i s planned.
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Expense Claims - keep the attachment in a fixed position on the screen, allowing us to view information without needing to scroll down.
When reviewing an expense claim, it would be ideal if the attachment (receipt) could fill the left side of the screen, so we can see the full receipt.
Scrolling up and down to view information is tedious, so having the attachment displayed in a fixed area with an option to zoom in when needed would make the process much smoother.
Currently, the view shows the top third only, so it misses a lot of information.
1 voteHi Kelly, just to confirm would this be when using the Xero Me app to view and enter claims?
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UK Payroll - Process payments after employee has left
Please allow payments to be made to an employee after they have left and their P45 has been generated. Sage, for example, allows you to include past employees in a pay run and tick a 'payment after leaving' box which gives the correct 0T tax code and produces the correct FPS submission for HMRC. This is a very basic part of payroll that needs to be included in this system, the option to create a new employee file in order to pay them is not complying with HMRC and is not an acceptable alternative.
24 votes -
Subscription Payment Method - Auto GIRO Deduction
Current subscription payment method only allows debit/credit cards, it creates an additional step for the cardholder to claim back the fund from company every month. Therefore, I need the option to pay for the Xero subscription via auto GIRO deduction directly from company's bank account. It is more logical to have auto GIRO option since the subscription is for company use and the payment is recurring.
4 votes -
Projects - Show project allocation (or blank) on Invoices/Bills overview and exports
Ability to show Xero Project assignment on the Invoice overview export report an the Bills export report so you can see what sales and costs have been allocated to which project or not at all.
3 votes -
AU Payroll - Show employee groups or Employee ID in payroll reports
It would be great if the employee group was included in the payroll reports. The company I am working for requires the employee ID (or employee group) to be displayed in the reports along side the name of the employee. Or if Xero could create a new field that has the employee ID number so that it is displayed in all payroll reports.
4 votes -
Document Packs - Ability to include Audit Certificate for E-signing
Automatically provide the audit certificate for e-signatures applied in Document Packs. At the moment, you need to contact Xero Support to obtain the audit certificates, which often takes days, when you generally need these things urgently
9 votes -
Login - Single Sign-on (SSO) across Xero Products
Would be nice when moving from Xero to Xero HQ and Xero Central to have it retain your login so you do not have to login to each site separately.
39 votes -
Quotes - Line numbers for items in quotes
Not being able to enter an item # in quotes: This is a bad flaw in your software for people selling services and should be fixed. I People doing custom project services will not want to create new "products" every time they do a custom quote, they just want to add Item 1, 2, 3 and start typing work description
11 votes
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