1397 results found
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Bcc quotes
Bcc Quotes and Invoices.
Our quotes and invoices do not show on our CRM when sent from Xero as we cannot Bcc them. Come on xero. Add Bcc for quotes and invoices
1 vote -
copy
Invoice Copy to Purchase Order.
The classic invoicing has the ability to copy from an invoice to a purchase order. The new does not have this option.
It is an important feature when you work with subcontractors or suppliers.It is possible to Copy to > Purchase orders from a quote on the new invoicing but not always you will have a quote prior to have the invoice.
1 vote -
Staff rates in projects
Include staff rates / payroll costs / staff hourly costs in the profitability calculation used in the xero projects dashboard.
1 vote -
Subscriptions/ Memberships/ Portal
Memberships/ Subscriptions/ Portal
New feature required offering memberships/ subscriptions so that clients pay through Xero weekly/ fortnightly/ monthly etc. They would need to have their own log in portal which shows the subscription/ membership they’ve signed up to. Even if this was a subsidiary company of Xero. Even better if there was a dedicated Xero team who helps draw up legal templates and whom follows up failed payments etc.
1 vote -
Ability to view files in file library prior to attaching to an invoice and return file to library from invoice
In New Invoicing, I need the ability to view the files in the file library prior to attaching them to an invoice, as I can do in Classic Invoicing. This is because when received into the file library, the files aren't always in the same order as they were scanned. I tried attaching a file using New Invoicing and it wasn't the right file and, because I couldn't return the file to the file library, I had to rescan the document back into the file library. Without the ability to view files prior to attaching them to the invoice, users…
1 vote -
New Invoicing - Support Title and Summary Like on Quotes
We use Xero's title and summary in every single quote to give important details specific to that order but not to any single line item. But Xero doesn't provide anywhere to put important order-specific or summary information like this on invoices. And the alternatives are ugly kluges:
- Adding these details to a description only item-line confuses customers and looks unprofessional since it's not a line item.
- Adding this to the email subject/text means it is lost when customers just pass around the PDF or view the invoice web link. And it's not saved with the invoice, so it's also lost…
1 vote -
Customizable Print PDF options for bills.
Dear Xero Product Team,
I hope this message finds you well. I am writing to propose an exciting idea that I believe could enhance the user experience within Xero:
The implementation of customizable Print PDF options for bills.
Currently, when users print a bill from Xero, the PDF generated may not always align perfectly with their specific needs or preferences. My suggestion is to introduce a feature that allows users to tailor their Print PDF output by selectively displaying or hiding certain columns.
Here's how it could work: within the Print PDF settings, users would have the ability to toggle…
1 vote -
Add a second reference field to customer invoices
It would be helpful to include both the customer reference number and our file number on an invoice. This would make it easier when cross referencing with our database.
1 vote -
quote tick box to choose what client wants
It would be great it quotes could have a tick box for the client to accept only some quoted items.
As an interior designer, I present quotes for a number of furniture options and it would be so helpful if the client could tick the boxes for what they do want, rather than only being able to accept the whole quote.
I'd also like the option to save the quote items and aren't accepted and only convert accepted items to an invoice, as sometimes the client will come back and purchase other quoted items at a later time.2 votes -
Report for Repeating Invoices and Bills Set-Up
It seems that when repeating invoices and bills are set up, there's no way of generating a report that shows the details of their contents prior to them being created as either draft or approved. Reports can only be produced once the invoices and bills are actually created. Therefore, when many of these are created there's no concise way of reviewing them and making appropriate changes before the draft entries are created. Therefore, if changes are discovered to be necessary after they're created, they have to be done twice - once on the new invoice/bill just created and once on…
2 votes -
Archived Products and Services
Whilst creating or editing "normal" bills, archived Products and Services don't appear in the Item pick lists to choose from. However, when creating or editing Repeating Bills ALL the Products and Services appear in the Item pick lists, irrespective of whether they're active or archived.
With many Products and Services archived (we have to renew them all annually), this makes the resetting of our Repeating Bills very labourious and makes the chances of making errors many times greater, as we can accidently choose archived Products and Services.
This looks to be a bug in the system that needs rectifying quickly.
2 votes -
calendar
Xero Business Calendar
Simple Calendar with in the business side of Xero.Would be great to see Invoice Due dates/Bills/Appointments/Notifications/Public holidays/etc...
With appointments or notifications, would be nice to have an options to customise. Like blocking invoice Due dates for a day or period. ie. if a factory is closed due to planned outage.
In addition, adding a Time(hour/s) to Due dates would be great.As a small business we rarely heavily on Xero and not using External calendars at the moment.
But having integration with external calendars would be great (ie. Outlook365/ical/goole/etc)
Being able to see leave, employee birthdays,…2 votes -
Invoice link issue
We use many xero accounts, and for two of them, when accessing the invoice link, the invoice appears first, followed by a "PayNow" card payment option in the top left corner. However, for the other two accounts, the card payment window appears first without the invoice, which causes inconvenience to customers. (Of course, there is a download option at the bottom right.) Please change the settings to make the invoice appear first.The specialist can't fix this, and the different output seems to be a xero system issue. Please fix it soon.
2 votes -
CoOp Reconciliation
Being able to choose a supplier from the Item Code drop down when entering bills. This would allow you to use CoOperatives that give you accounts with hundreds of different companies and reconcile those accounts to the individual company.
For e.g. I use Capricorn Society that gives me accounts with hundred of different companies throughout Australia. I enter the Capricorn bill and then brake that invoice down into the companies that I bought from as line items. All of the invoices are just attached in a massive list. Then when I need to go back and find an item that…
1 vote -
Mobile profit and loss - Custom Date Range
Hi,
The Profit and Loss function in the Accounting mobile app is great.
It has a range of precanned Date options.Could you please add a Custom option to select start and end dates?
A useful period for us to look at is start of current FY to end of last month. Custom date pickers would make that very useful.
Thank you!
Cheers
Chris
1 vote -
New Invoicing - Use the same button layout as other transaction entry screens
Why are the attach file buttons in the opposite order in New Invoice from the likes of Bills and everything else?
2 votes -
New Invoicing - Add from FILES before having to add Customer name
In the Classic invoice system I am able to go to FILES, ADD TO NEW INVOICE and see the file I have attached. I can then add all the information to the invoice (it being an invoice generated on a different software, so I am actually importing an invoice to add to Xero). On the NEW INVOICE system I am unable to do this unless I add the customer name first! I don't know the customer name until I import the invoice from FILES then open it up and extract all the information I need. I don't want these going…
2 votes -
to print / extract the short-term cash flows projection into a pdf/ excel file
It would be helpful to have the option of extracting the short-term cash flow projections into a pdf or excel spreadsheet.
2 votes -
New invoicing - Use persons name from Contact record (rather than contact name)
We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even…2 votes -
New invoicing - Print packing slip in one click
We print packing slips for every invoice we print, since the changes xero has made it has added another step in out process, we are all about streamlining our processes. We would like to revert back to the old way as this is adding time and is also adding more unnecessary files to our computer system. please help us to streamline this process again as the current system doesn`t work for us
3 votes
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