4691 results found
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Invoicing | Contact - Default address based on GPS
Hi,
My business often delivers the same or similar services to repeat customers. It would be useful if Xero could default the contact address based on GPS Location, and then even propose default invoice items and pricing to make the invoicing process easier. This reduces the risk of invoicing mistakes and adds efficiency into the process for invoice creation. Also helps with contact payment process improvement.1 voteInteresting idea here, Nathan. Can understand how this could increase efficiency for businesses that are invoicing on the go. It'll be good to get an idea of the interest from community through your idea here. Not something we have planned right now but I'll let you know if there's any change.
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Display positive holdback figures on invoices
Have a space to put a holdback amount after subtotal that is positive. Example, we are in construction and we have to do 10% Holdbacks for certain clients when invoices are over $100K
Currently we only have a negative value of a discount.
Same idea but a positive value of a holdback that you will be paid after 60 days of work completed.1 vote -
Bank Reconciliation - Search by Tracking category in Find and Match
Add tracking categories to the find and match function on the bank reconciliation screen. this would make matching payments to invoices easier for my clients as they have payments taken via DD per branch
3 votes -
Reports, QOL: "Find a Report" search (from 'Home' tab) returns from all tabs
Quality of Life suggestion:
At present, typing in a report name into the "Find a Report" search-box will only give you a return if you're in the correct tab (eg. searching from the 'Home' tab will not return any 'Custom' or 'Drafts' reports).
I suggest that reports from other tabs be included, at least when searching from the 'Home' tab, with an icon/heading to distinguish the tab-origin of the report.
(I appreciate 'Published' and 'Archived' returns could run into the hundreds, so perhaps a toggle/filter would suffice to omit/include those returns as desired)
1 vote -
Prevent sales invoice lines being posted to Overhead or Direct Costs nominal account codes
A number of users mistakenly post lines on their sales invoices to expense nominal codes, for example when recharging their mileage to a customer they credit this to Motor Vehicle Expenses instead of using their correct Sales account code.
Most other accounts/bookkeeping packages prevent this by default by only allowing sales invoices to be posted to sales nominal codes. Xero however allows sales to go to virtually any nominal account of the user's choosing, leading to this error cropping up quite often.
Could we have a way to restrict sales invoices only being posted to sales nominal account codes?
2 votes -
Batch payment report - Option to export it to Excel.
Currently there is the only one option to export Batch Payment Summary report to PDF format.
That report is coming with the vendors listed randomly without any order.
Usually I forward that report to the owner along with 'aba' file for payment processing, and the report with vendors listed in alphabetical order will be very helpful.
Exporting the report to Excel will solve the sorting problem.
Thank you very much,
Irina Rubina, bookkeeper @ Huff Bagelry2 votes -
Reconciliation - Auto search in find and match screen
when searching for an invoice number in find and match while doing reconciliation, it would be useful not to have to hit enter every time, especially as i can only search one invoice at a time. it all adds up to excess clicks when doing large batch reconciliations
1 vote -
Contacts - Additional People Search
it would be nice to pull from a dropdown of existing contacts already in the system to add to Additional People instead of having to type in their first/last name and email all over anew.
1 voteThanks for sharing your idea here, Daniel. We don't have any plans for this atm, but we'll gauge the interest and keep you updated if any plans are made.
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Invoicing - Clear email suggested list
DISABLE EMAIL SUGGESTIONS FROM XERO
I WANT TO REMOVE THE ABILITY FOR INVOICES TO BE SENT TO INCORRECT CLIENTS BY INADVERTANTLY SELECTING ONE OF THE (MOSTLY OUTDATED) SUGGESTIONS FROM XERO.
1 vote -
Show exchange rates on dashboard
It would be useful to be able to see today's exchange rates on the dashboard - I use information on the dashboard to prepare a weekly report and it's annoying to have to go to another screen to display exchange rates which also form part of my Excel report.
1 vote -
Jobber
There is currently a way one sync from Jobber to Xero. It would be great if a sync from Xero to Jobber can be implemented to records payments in Jobber as soon as a transaction is reconciled in Xero. Similar to what is being one with Thryv and other integrations. This will save me about 1 hour of effort everyday and about 5 hours monthly when the bulk payments come in. I have tried to implement this myself however Jobber API support states they will only allow this if a partner works with them like Quickbooks and Stripe.
1 vote -
Reconciliation | Bank fee - Cursor default to contact
When adding a bank fee adjustment during the details entry of a reconciliation, it'd save a click to automatically place the cursor focus on the contact field. This already happens when we click to add details to a reconciliation, so it makes sense for the same behavior to occur when we click to add a bank fee adjustment. One click...hundreds of times...lots of efficiency!
1 voteThanks for your suggestion, Matthew. I'll share back with our product team. In the meantime lets start to get sense of community interest through your idea here and we'll let you know here if there are any changes planned.
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French e-invoicing legislation
Purpose : Starting september 2026 or 2027 dependng on the size of business, all the invoices for French companies should respect the new legislation for e-invoicing.
Is Xero planning to be accredited by French admin as a registered software ? (https://www.impots.gouv.fr/liste-des-plateformes-de-dematerialisation-partenaires-pdp-immatriculees-sous-reserve)
It would be very helpful for all the companies doing business in France.
1 vote -
Projects - Add a project from supplier invoice.
Ability to add a project when in the suppler invoice, instead of going out to accounts function
1 vote -
Contacts | Activity - See if transactions have attachments
See which BILLS have attached documents.
On a Suppliers Contact page, under ACTIVITY tab, in the overview of the Bills/Spend Money, it would be useful to be able to see which items have a document attached to them.
And which items don't.
A simple icon to indicate that there is documentation behind the entry.
We frequently have to add documents after the entry has been made via Bank Reconciliation rules. Knowing which items have already been populated, rather then having to open/close individual items, would be a great time saver.1 voteThanks for sharing, John. Appreciate not all in one place atm, however from Bills lists (Awaiting payment etc) you can see if bills have file attachments in the far right column. Similarly from the bank account Account transactions page you'll be able to see this same file icon for Spend and Receive money transactions that have files attached.
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Contacts - Default cursor to search
I'd just like the cursor to already be IN the search field when I open Contacts please.
Thanks2 votesAppreciate your sharing your idea with us here, Shelley. No plans at present but we'll let you know if there are any changes made for this here.
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new invoicing changing due date
I am having problems with Xero automatically changing my due by date when I adjust the invoice date. I found a previous post where someone had the same problem and it was marked as resolved. But that is not the case. We often draft invoices for a customer - with carefully calculated due dates based on the service to be performed. When I go back to issue and approve the invoice - the invoice date changes but I want the due date to stay the same. I have to recalculate now as Xero changes it. Can this be fixed -…
2 votes -
Warning message when adding a second SGC line to a pay template (should only be one)
When adding second line items in super. If (I did this so I know it is easy) you add a second SGC line for a fixed amount as well as a statutory amount it would be great if xero asked a warning question 'are you sure you want to add a second SGC contribution. OR if just isn't allowed. My understanding is a employer additional contribution would be the correct line item if employer and salary sacrificing if employee (pre or post tax). This will avoid an accidental overpayment of SGC.
1 vote -
1 vote
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ID type of Xero contact for e-invoicing
Noticed that the BRN can be filled in the "Business Registration Number" data field in Xero Contact, but how about the individual contact with an Identity Card or Passport number?
Even we can fill the IC / passport number in the BRN field, but how to choose the ID type (whether it is IC No., Passport No., BRN, or Army No.)?
1 vote
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