3858 results found
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Chart of accounts | Print - Include descriptions
Can Xero please bring back the function enabling the details to be printed with the Chart of Accounts. It was a feature when we converted to Xero, but is no longer.
2 votes -
Contacts - Option to choose column to sort by
Sorting bills or invoices under contacts by bill/invoice number or date or due date or reference, etc., Previously I believe that this was possible, now the only column is date and that's pretty annoying when looking for a particular bill number, etc.,
2 votes -
New Invoicing | Attachments - Record Actions in History and Notes
All Actions relating to attached files should be recorded in History and notes, eg Attachment added from Files:Inbox, Attachment Downloaded, Attachment Deleted, Attachment returned to Files:Inbox
1 vote -
New Invoicing - Ability to return file to library
Great that New Invoicing can now add attachments from the Inbox - Yay
BUT, the key functionality of being able to return the file to the inbox when it is removed from the invoice is still missing. Removing an attachment from an invoice DELETES it, Gone. Cannot be recovered.
Tip: ALWAYS Download your attachments before removing them from invoices, regardless of Needing them.3 votes -
New invoicing - Import CSV without suggestions
What happend -
I imported invoices with an invalid account number. When I went to review the imported invoices in draft, the new invoicing AI technology selected suggested account codes for me, almost to fast for me to notice the account code was blankWhy this is important -
The "review draft invoices after import" step is critical in getting it right - I should be able to review exactly what I imported to see where the mistakes are. I can see this being an issue with integrations where invoices are imported via the APIWhat Xero can do - …
2 votes -
Bug report/Disable autofill on Invoices
I want to disable Xero from autofilling my tracking categories on invoices. I regularly invoice a client but the invoice tracking category differs regularly. I'm sick of having to correct the autofilled tracking category to the correct selection.
There also appears to be a bug in this area. When I delete/amend the invoice tracking category that has been autofilled and then alter any part of the line item it reverts the tracking category to whatever it was originally, which is really annoying me.
this has caused my organisation major headaches now at the end of the financial year and is…
2 votes -
Products & services - Bulk create inventory items in Xero (no import)
Product - Streamline creating new variants of one product. It's common to have one product with lots of variants (size, colour, etc). They have different SKUs and description but the same cost price, sale price, accounting codes, tax treatment, inventory tracking. I should be able to create many products on one screen. I know I can do this by importing an excel file that I've created but should be able to do it within Xero.
1 vote -
Sales Invoice - Import with attachments
Import the sales invoices to Xero with the PDFs being attached to the invoice automatically. I understand we can import sales invoices through CSV files but to provide relative documents to customers, we need to attach pdf manually. Would be great if this could be possible. This action can save time and possible error of attaching a wrong pdf.
2 votes -
Contacts - Add Sales Tax Exemption field to import/export file
Please include the Sales Tax Exemption field as a column in the Contact csv template/import.
The new auto tax feature appears to utilize this field, and having to go to each contact through Xero, one at a time, to edit and update this field is very time consuming. Too many clicks to update a field for every customer contact a client has.
Tax affects all customers. It would be beneficial when rolling out new features such as this to consider what needs to be done to make such a feature truly work and be efficient. The ability to do mass…
2 votes -
Cant send reminder invoices when the accounts are locked
Since the new update on invoices, you can no longer send a reminder invoice when the accounts are locked. This seem a bit silly as you are not changing the invoice just simply sending a reminder. To do this now i have to go and unlock the accounts the the month which the invoice is dated, send the reminder and then re-lock the accounts.
Please can this be changed back as it is a waste of time
2 votes -
New mobile invoicing - Due date visibility
The new mobile functionality for Outstanding Invoices adds more steps to being able to see when an invoice is due.
In the past, it was a one button press into Outstanding Invoices and it was easy to see the dates for when all invoices were due.
With the new system, now when you press into Outstanding Invoices, you cannot quickly see the due dates, and it's cumbersome to have to dig into each client by pressing View all invoices, only to then be able to see the due date.
I believe the previous system was far more effective for a…
1 voteThanks for your feedback on the change in the mobile app, Mike. I've passed this onto the team however do want to be upfront that there's no immediate plans around this atm.
Instead, the 'Sales' tab invoice list screen might help what you're trying to view. This will show all the invoices and due dates in the same screen.
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New Invoice - Drag & Drop file without clicking 'Attach files'
Change the PDF "Drag & Drop" feature back to how it was for the 'New Invoicing' template.
Why would we want to click on the file box and then drag a file from a folder??
It makes no sense!
Please stop changing things without testing or seeking feedback from people who actually use the program.
Program designers use the program and features differently from how an accounts person does.
An accounts person has hundreds of invoices to complete and learns how to efficiently process large batches of invoices.
Remember, we buy this software to make things easy, not harder.10 votes -
Subscription - Make billing clearer, including an itemised breakdown
Xero billing: Please make the packages pricing clearer on the monthly invoices.
i.e. please add the package elements breakdown. It doesn't have to be a separate line item, it could even just be added to the text description, but showing one price, as per the invoices from xero, does not explicity explain that there is a breakdown for items mentioned. Seeing this clarity on the monthly invoices is very helpful for ensuring transparency from xero to its customers. Also, months - or years - down the line it is hard to remember what the package elements cost unless so having…3 votes -
Xero Me - Add an optional Reference field for expenses
Xero Me - By adding a reference number field as an optional input you can more easily trace and reference expenses loaded onto the system via the Xero Me app on your phone. At present such a bill has no reference number.
1 vote -
Multiple Report Styles
Multiple Report Styles
It would be great to have multiple report styles for reporting where different logos and different names can be added for reporting. For example we have 2 companies using the same Xero HQ where one company does the accounting work and the other company compiles the reports so we need to publish reports with 2 different report styles and logos.
Thanks
1 vote -
PDF attached to Invoices sent via Xero Email system
PDF attached to all invoices being sent out from Xero - we utilise Salesforce who triggers the email to send from Xero directly - however there is currently no options for PDF to be attached.
We have numerous clients refusing to pay because they wont click the link to download an invoice and in the last few weeks the link now takes them to a screen to enter card details not a copy of the invoice causing more clients not willing to click the link (screenshot of new screen attached). Regional Australia business where all of our customers aren't tech…5 votes -
Xero me receipts added to Invoices
I use Xero Me to upload expense receipts and assign to a client. I rename the photo of the receipt so that it should be traceable. The expenses are then visible when I create an invoice for that client. All good so far, however, there are two things that could be improved:
There is no option to add the receipt file to the invoice when the expenses are added. Very often clients want to see the original invoice when expenses are charged back at cost.
The expense files are saved in the fie library, however, the names I have given…
2 votes -
Sales - Complete POS solution
Hi i can't believe you don't have a POS app tablets for use in cafes and shops. a quick google api for databasing while offline and it would be solid as. you only need to support a handful of thermal printers and cash draws. just look what vend is doing. it would be a huge product if deployed correctly
3 votesHi Douglas, while we don't have a POS app ourselves you'll find Xero integrates with many different POS solutions, including Vend. You can explore the range of these on our App store.
We don't have any immediate plans for expanding into this area atm, but we'll keep tracking the interest of this here and share if there's any plans made. Thanks
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New Invoicing - Use item sales price when copying from Sales invoice
New Invoicing problem - we are copying new invoices from the existing purchase orders and prices on the new invoices are showing as a cost price instead of the sales prices! :(((. A massive issue! Also, the new invoicing look is not user friendly with a lot of space on the screen. We were very happy with the current invoicing when everything was working perfectly, and the new invoicing does not work for us at all. Dear Xero developers, please do not fix what is not broken and leave the current invoicing as it is.
4 votes -
Find & Match | Pagination - Move cursor to top of page
Find & Match: Pagination is not working properly when moving to "next" page of bills.
For example, when you scroll to the bottom of "Page 1" and then select "next" or "page 2" for example. The cursor remains at the bottom of the page.
It should move to the top of the page.Once you scroll to #50, #51 is the next logical bill to view, however it goes from #50 to #100 in the view, the user needs to scroll to the top of the page to view the next bill in sequence.
A small bug, but very annoying…
2 votes
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