1610 results found
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Projects Easier way to check items to be onbilled
Projects - Ability to check multiple items to Pass on/Mark up.. Surely its an easy interface fix to create a column in the right hand side next to items so we can check all items to be passed on to the client or that need a mark up. When lines are identical amounts Im going goggle eyed trying to work our which line im up to when clicking on the stupid 3 dots! Fix this please!
1 vote -
After a payment is added to an invoice, can the invoice stay open
After a payment is added to an invoice, can the invoice please stay open on the screen.
The green box sometimes disappears and have to search for the invoice again in a different section (or clients do not read the text in the green box and complain the invoice has disappeared1 vote -
Long Term Cashflow
I like the design of the short term cash flow except for the limited forecast time. As we have contracts with other corporations for years (3-5 years). It would be nice to be able to display a cash flow graph that extends beyond 90 days. The calculation engine can remain the same, but we need to be able to look beyond just 3 months in advance.
I am wondering why this is not already a feature...1 vote -
Balance Sheet Movement in Custom Reports
Hey - when making a custom report it would be really useful to be able to show the movement in balance sheet codes. For example, when preparing our month end summary we can't bring in the capitalised wages cost automatically because it brings in the cumulative balance, rather than the balance for the period. To be honest it's crazy to me that this doesn't exist, but would be great if it could!
1 vote -
Expenses - Ability to add an expense as 'common expenses'.
"Common Expenses" - fix product flaw.
In Xero app, as follows:
-Purchases
- +
-Add receipt
-Tap:Categorise to an acct
-acct list pops up with heading "Common expenses". 2 accts listed which I rarely use.
PLEASE FIX : there is no way to edit the list of accts under the heading at the top "common expenses". See my screen shot1 vote -
Reports - Project financials to show task amount without time entry
Some of our projects are charged at a fixed price each month or per milestone, regardless of whether or not any time entries are recorded against the task.
In the Project Financials report, I would like the option to calculate a project's profit based on the actual invoices issued to the customer, right now, it only calculates income based on the time entries entered, not what is actually charged to the customer.
You could have a radio button to toggle between the two methods. Ideally it could be set in the individual project, as we have some time & materials…
2 votes -
Bills -Use Avalara for Consumer Use tax look up as well
Love that the sales tax uses Avalara, please add that functionality to bills too, to look up consumer use tax. Thanks!
1 vote -
Online payment option for prepayments
Lawyers, migration agents, and other services require deposits to clients' accounts that will be invoiced when the job is done. The deposits are usually large, and customers prefer using credit cards to pay for the services.
Xero offers prepayments as a tool to reflect deposits, but it does not provide online payments as an option to pay with credit cards, and businesses have to provide the credit card option manually, which is neither convenient for customers nor for businesses.
Please provide the ability to add an online payment feature for prepayments.2 votes -
Cash Flow Running Balance and Export!
Please make the Cash Flow Report able to be exported to excel/sheets/csv! And please list the starting balance in the account, and show running balance like any other chart. This would be so helpful.
1 vote -
Invoicing - Ability to bill/charge a different contact
Some of my customers utilise my services through a scheme where their employer or a separate 3rd party will pay their invoice.
Often this same employer or 3rd party will be paying for many of my different clients and they will often pay me in one payment.Think of something like an insurance company paying for repairs on many different vehicles, or NDIS payments for the provision of health services to many different customers.
I quite urgently need a way to keep each customer separate so that I can easily retrieve sales history and data based on individual customer, and…
1 vote -
Sales report table by month and year on app
I would like to be able to see sales totals on a simple table on the Xero app. I simply wish to see monthly sales totals as well as year totals per selected year. This helps me to get a quick snapshot of how my sales are increasing or decreasing, and also to view sales trends by month.
1 vote -
automatically tick include with online invoice when attaching files
Ability to automatically tick the 'include with online invoice' option when attaching files to an invoice.
When attaching multiple files to an invoice, I find it tends to only tick that option for the newest file (which I can understand). However, it would be great to choose in the invoice settings or something the ability to 'automatically include all attached files when emailing invoices'1 vote -
repeating invoices
Repeating Invoices - Ability to bulk update repeating invoices.
We provide a subscription service which some of the 470+ customers have been using for years.
At times we make changes to T&Cs, the wording, rates, payment services etc. and it would be extremely times shaving if we could do bulk changes i.e. change the Item, Due Date, Reference, Payment Services etc, without having to go into each repeating invoice individually.
1 vote -
Products and services - View average cost as a column
Products & Servicesw - Add Avergae Cost Column
Suggestion - Add the option to show and hide the average cost of a product.
1 vote -
Purchase Orders - Mark items as received to update inventory without having to create an approved bill
We often receive all or partial items of a purchase order before the supplier bill. We want to be able to mark these items as received on the PO so that our inventory will update the quantity we have on hand.
1 vote -
Bills - Duplicate bill review
The duplicate bill review is very annoying. For instance, we have a supplier that sends us in a bill for £18.00 each month, without an invoice number, so every month it is flagged up as a duplicate bill for review, even though it's clearly not a duplicate as it has a different date. Please make it so that the date is also considered when identifying duplicates. It even lists all the bills that I have already reviewed and passed as okay! It's an annoying waste of time.
1 vote -
Allocate Credit
When the Allocate Amount pops up to allow for Pre-Payments to be allocated to an Invoice, I find I am going between Mouse, Tab, Numeric repeatedly. We have a large number of Clients who pay weekly and build up a number of Pre-Payments. It would be a lot easier to just use the mouse. Allow for a Double Click in the box containing what is available, or Double Click in the amount allocated, or something - but there has to be a simpler method.
1 vote -
New invoicing - Inbuilt calculator when posting payment
New invoicing is missing the mark by getting rid of Classic Features. I can no longer do math when making a payment. I will often post a partial payment ie: 50% payment, I can add /2 or *.5 after the prefilled amount. I can no longer do this in New Invoicing. Why get rid of features? So frustrating now that Classic Invoicing is gone in less than 50 days. It was much more efficient to have add payment at the bottom of the invoice opposed to jumping to the top of the screen to add a payment, and now the…
1 vote -
Email template - Fully customise
The email template, for example sales invoice, controls most of the email body but not all of it. If the email template starts "Hi [Client]" for example, the actual email generated automatically adds content before this, namely a logo, company name, amount and due date. I would like to be able to control this content as well, but it seems unchangeable. In contrast, the invoice template allows full control so you can apply various branding. Please can you open up all the email content to be controlled by the template.
1 vote -
AU Payroll - Decimal format
Invoices Australia
An update in the last few months bought inconsistency into the invoicing format in terms of the decimal points on the unit pricing. It would be good to be able to define this - to two, three, four decimal points so that there is consistency on the invoices rather than some units at two and some at four decimal points.1 vote
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