962 results found
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Bills - Flag a Bill as 'in dispute / query'
Ability to flag individual bills as in dispute
Purpose | To enable review and ensure the business does not make payment for a bill when it's currently 'under query'
374 votesHi community, you may have seen our recent update on this like-minded idea for Sales invoice - Flag an invoice as 'in dispute / query'.
We'd like to confirm from a bills side of things that this is not something we have plans to develop at this time.
We're still interested to get a clearer understanding of users that'd like to see this developed for bills, and will continue to track this through the conversation here. If there's any change we will let you know on the thread here. Thanks
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Banking - Pay Bill electronically from within Xero
Ability to automatically pay supplier bills from within Xero, withouth having to login to online banking.
Purpose: To make it easier to pay bills, rather than having to jump between two different platforms.
339 votes -
Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)
Ability to add interest for the late payment. This includes part-paid too
Purpose: Save time by adding the interest without having to delete the existing one and remake a new one with the additional interest.
327 votesHi everyone, appreciate the support in the ability to auto add interest to an invoice that's gone past it's due date.
While we understand how this feature would help automate and create more efficient processes, focus for the team at present is completing technology upgrades across features in Sales.
We're keeping close to the ideas here, and will share if there's any progress. Thanks
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Sales invoices - Flag an invoice as 'in dispute / query'
Ability to flag an invoice when it’s in dispute or query.
Purpose: To ensure users do not pay an invoice when it is currently 'under query/dispute' in error.
310 votesWe appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
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Projects: Reporting - Bills assigned to a Project
Ability to to show periods of bills that haven't been matched to a Xero project.
Purpose: to confirm that all bills are being assigned to properly to Project.
296 votesHi community, a step further in our journey I can confirm that the ability to view bills not assigned to a project has been enabled for all NZ organisations.
From your Bills list screens, you'll get a new option from the 3 dot drop down menu where you can select 'Bills not assigned to projects'. This takes you to a page where you can select a date range to view all bills that do not have a project assigned. From here, you can open and edit the individual bills to assign projects. You can also access this page from within a project, clicking Add > Expense from bill.
I'll continue to keep you updated as this extends to other regions. Thanks -
Quote - Ability to have quote reminder
Add feature to automatically follow up on quotes / send quote reminder *days before expiry or *days after quote issued — as there is with invoices. This feature comes standard with most other quoting interfaces.
282 votesAppreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
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Invoice Reminders - Auto email Statements to customers
Ability to send an automatic statement to customer
Purpose: To prevent late payment from customer
250 votesThanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
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Invoices - Unapprove option
Ability to unapprove invoices once it’s already approved.
Purpose: it’s easier to have this feature if users approved the wrong invoices by mistake.
230 votes -
Projects - Assign a Purchase Order to a Project
Ability to assign purchase orders to a project in Xero.
Purpose: To make Xero projects overview shows everything ordered/billed & invoiced to the customers.
227 votesAppreciate your input here, everyone.
Our team is looking into this idea. However, they don't have any dates planned on when they’ll develop the ability to assign Purchase orders to Xero Project for now. They’re currently focusing their work on modernising our underlying technology first, so that we can build more features faster in the future.
Totally understand how this feature can benefit your workflow and get that this isn’t the news that you’d like to hear. But rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread.
For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
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Customer Statement - Send an overdue invoice statement
The option to manually or automatically create an overdue statement for late paying customers
192 votes -
Invoicing - Customers to pay deposits on invoices
To have the ability for customers to pay deposit through invoices
Purposes: Business can just send one invoice to customer/client, so they don’t have to send multiple invoices when it comes to part payment.
192 votesHi community, thanks for sharing how deposits are used in your business and adding support for a direct way to apply a deposit to an invoice in Xero.
Bringing this idea over from our previous forums we appreciate interest for this.
Our team have done a fair bit of research to define what deposits could look like. Right now, there's dependency on work that is being done to upgrade technology through sales and payments, and no direct work for deposits.
- As others have mentioned in the thread - there are options through payment service providers like Stripe to collect deposits, and you may want to look into
We'll stay tuned to the support and feedback here, and share any updates.
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Invoice - Prompt Payment Discount / Settlement Discount
To apply a prompt payment discount/settlement discount to an Accounts Receivable invoice from the match items screen in the Bank Reconciliation.
Purpose: So users can offer early discounts to vendors/suppliers without needing to do manual credit notes or editing the invoices.
183 votes -
Bills: Batch Payments - Batch pay multiple foreign currency bills
Ability to have batch pay for multiple foreign currencies.
Purpose: Because some organisations are dealing with foreign currencies, and it’ll save users time to be able to mark a payment in batch for their customers/clients.
168 votes -
Bills: Remittance Advice - Customise using DocX
Ability to customise the branding of Remittance with a DOCX / advanced branding theme
Purpose: This would allow businesses that are already using DOCX / Advance branding to apply consistent branding to the Remittance advice that is sent to their suppliers.
158 votes -
Expenses - Specify approver for expenses
Ability to specify a set approver for a specific employee when they submit expenses
139 votes -
Purchase Orders - Show partial amounts billed
Ability to show partial amounts within purchase orders.
Purpose: Because in some industries, showing partial bills to their clients can improve the workflow when doing ongoing projects.
129 votes -
Invoices - Permanently delete invoices.
Ability to delete invoices permanently in Xero.
Purpose: To make the lists of invoices looks cleaner, as the voided invoices will not be listed there. Especially for the ones that’s created accidentally.
125 votes -
Invoices: Add subtotals
Ability to add subtotals in the invoices.
Purpose: Because some clients are questioning and would like to see more details, and having subtotals can satisfy their needs & wants.
121 votes -
Purchase Orders - Include document attachments when emailing to supplier
Ability to include an attachment with an emailed Purchase Order
Purpose: Because there may be additional specifications or plans that need to be sent to the supplier through PO
114 votesHi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
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Inventory - Option to automatically update purchase price when buy new product
Ability to have an option to automatically update purchase price on the item when users buy the same new items.
Purpose: To save time from having to manually update each item price when there’s a different price on the same new items.
112 votesThanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
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