4823 results found
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Quote - Create repeating Invoice from quote
Currently, to invoice from a quote = a standard invoice. There needs to be an option to create an repeating invoice also. This is consistent with the request to change a standard invoice into a repeating invoice also.
7 votes -
Search bar navigation
Many of my clients complain that they 'can't find what they are looking for' when using the top search bar facility. I too often struggle to find things unless I am specific and know the exact detail of a posting. A search return of more options would be very beneficial listing all transactions in relation to any word or value typed into the search bar.
7 votesHi team, appreciate the continued engagement in the idea here, apologies I've not returned to update before now.
I want to be upfront that we don't have any plans for changing the logic of search results in the near term. However, I felt it might help to explain how this is working at present to understand results you may be seeing - Global search considers several factors in deciding which results to display, and in what order. These factors include, but aren't limited to:
- Document type – Document types searched most often get priority in the order of the search results. Contacts and invoices appear at the top of the results, as they’re the most popular search.
- Term frequency – The frequency the term you search for appears in the document.
The top 25 results across all search categories in Xero. To limit the search to one specific category, click…
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Invoice - Create a single receipt for multiple invoices
Send a single Receipt for multiple invoices which will help the customers who are expecting an annual Tax receipt for the payments made for the reporting financial year.
7 votes -
Bills - Add an Autosave function
It would be really useful if Bills autosaved to Drafts - as happens when you enter an Invoice. Because Invoices are autosaved, you are in that mindset and can often forget that you have to click Save or Approve for a Bill to be logged.
7 votes -
Reporting - Add a Quote Title column to the Outstanding Quotes Summary
Quote Titles should show up in the reporting so that clients can see which projects they are looking at. This is much different than a reference which is typically a job or project number that the client needs reference to.
7 votes -
Xero Accounting app - Ability to switch between organisations when using different email address
Ability to switch between organisations on the Xero phone app. I presently work for several businesses and upload receipts/invoices as go. I presently would need to login and out to be able to do this as I have different email accounts for some of the businesses I work for. I am told that I can only do this if I use the same email account across all clients, this is not possible with in house email accounts.
7 votes -
New invoicing doesn't contain previous useful features
New invoicing version makes me tick 'Include files as attachments' for every invoice I send off, whereas the old invoicing remembered my defaults. I prefer the old way where my preferences were saved.
New invoicing also cannot preview attachments, it always has to open a new tab to view an attachment. Old invoicing I could preview an attachment on a pop up within the same browser tab. I prefer just viewing the attachment quick within the same screen, I personally don't like having another tab that needs closing.
Invoicing notes are inaccurate. For example; the system keeps marking invoiced as…
7 votesThanks for sharing your thoughts and feedback on how you'd like to see new invoicing developed. All your feedback here is being shared with the team as they continue to iterate and develop this new experience.
That said, in order for us to get a better understanding of interest for the different points raised here it's best for us to track and update any progress on these each separately. We appear to have ideas for each of the points mentioned in the thread here and I've linked these below so you can join and follow any updates for each.
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Projects - Copy time entry on web
Projects - Ability to copy time entries using web platform
Currently you can copy a time entry using the Projects app but this function does not seem to be availible using the web based software. This could be added to the hamburger menu where at present the only options are edit or delete.
7 votes -
Contacts - Add a Title field for Mr, Mrs, Dr, etc.
Please could you add a Title field into the customers name - my invoices show with just the surname on which is very unprofessional.
ie. Mr Smith on the invoice would look much nicer than just Smith !!! This must be a basic thing to do.?? Please consider this as urgent.7 votes -
Purchase orders - Expand Overview columns to fit the width of the page
Please change the table view on the Business --> Purchase Orders (Purchase Order Overview) to be the same as the Invoice Overview, which expands to fill the width of the page, as the current Purchases Overview is truncated and you cannot see pertinent purchase order details; like the PO name as an example.
7 votesGreat to have this feedback on the improvements that'll help you get the most out of using Xero especially purchase orders. As you might've seen in our news we're refreshing purchase orders in Xero and as part of this will be giving the overview screens an uplift too! 😊
Product teams have paid close attention to the ideas represented through our community and I'm pleased to share this will be something we're bringing in with the new experience. I'll keep you updated when this work rolls out to our customers.
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Invoicing - Add optional donation
Allow charities to add an option for customers to make a voluntary donation when paying their invoice.
When making a payment through the pay now link, they would be able to add an additional amount as a donation, if they choose to.
7 votes -
Reporting - Rename published report
Once a report is published, there's no way to edit the name. I like to add a reference in the publish-name of a report so that I can easily find the specific one that I'm looking for in the list of published reports - especially useful when you're publishing multiple bank account reconciliation reports. Sometimes I forget, and the only way to change the name of a published report is to delete the report and re-create it.
7 votes -
Inventory - More decimal places for Quantity
It would be useful to add possibility of using long figures of quantity when entering inventory transactions. For now only 4 decimals are allowed. On practice it would be great if up to 10 would be possible.
7 votes -
AU Payroll - Add or edit breaks in timesheets
There is no functionality to retroactively add or edit break times into an employees submitted timesheet. It would be good to be able to edit or add a break time on the timesheet if they forget before approving it.
7 votes -
Fixed Assets - MACRS depreciation
Be able to run depreciation as MACRS in Fixed Assets.
7 votes -
Find and recode - Save or favourite a search
We have to use find and recode each month for adjusting certain batches of transactions. These are the same combination of searches used monthly to find and recode.
It would be useful to be able to name and save or favourite search criteria for quick recall each month. (Looking back at previous searches is ok, but not obvious which is which until you click into them).
7 votes -
Fixed Assets - Create as Draft if recoded from other accounts
Xero should create Fixed Assets as a draft if they are recoded from other accounts at a later date, rather than having to completely remove them and re-enter them as fixed assets.
7 votes -
AU Payroll - Ability to generate timesheet report for hours paid vs hours submitted
We are wanting to create a report for timesheet information for hours worked submitted by employees, that have been reviewed by their managers, i.e. rejected and unapproved overtime worked. The timesheet report only lists the paid hours. We would like to know the hours submitted by employees on their timesheets, versus the hours that were eventually approved and paid for. Are we able to create a custom report for this, to work out unapproved (as revised by the approver) overtime hours per employee, for a specific time period. This information is needed to do the BOOT test each year for…
7 votes -
Inventory - Increase character limit for products description
50 characters is often insufficient to identify separate products in (particularly) technical book names or descriptions especially where there are different versions of the same book (hard/soft covers, multiple language versions)
7 votes -
Journal Report - Showing user creating/editing journal
I understand the new journal report can add a column of "Posted by". it would be great if we can also add the "created by" and "edited by" in the report. We want to see a list of creator, editor and poster for each journal (with Journal details).
7 votes
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