4681 results found
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Invoicing - Copy all lines when creating a purchase order from an invoice
I would appreciate to see when you create a PO that everything from the Invoice gets carried over to PO and then to Bill
2 votes -
Invoicing - Option to upload custom image to standard invoice
Dear Sir/Madam,
When I download custom xero template it has «PaymentImage» code.
I would like to upload my own image different from Payment Service image to the bottom of the standard invoice same as logo, then I will not need to use a custom PDF template.Could you add this option?
PDF invoices are not convenient as it requires invoice to have Sent status to print PDF. And no quick preview availiable, so no option to preview custom invoice prior sending it.
I don't need saving every preview PDF invoice perhaps it can just open in a new tab without…2 votesHi Taisiya, 2 ideas rolled up in one here. We have a separate idea that's been started to preview a docx/advanced branding theme that you're welcome to add your vote too and we'll slightly amend the title of your idea here to reflect the first idea you've noted.
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Xero Accounting app - Create delivery/service docket
We need to be able to create a service docket via the Mobile app so that service crew can create and issue a service/delivery docket to customers when they are out doing the service. The packing slip option is not available apparently and, besides, its not the right name for what we do.
2 votes -
Xero Accounting app - Order outstanding bills by due date
Please enable ordering of Outstanding bills by due date, not alphabetically.
Currently, if one wants to see bills ordered by due date one has to access the "Purchases" tab at the bottom of the screen, then hit "Bills" at the top of the screen. The "Outstanding bills" screen — accessed from the (default) Dashboard screen — displays bills ordered alphabetically and it should order them by due date, or at least make it user-selectable
2 votes -
Invoice - Allow Excel formulae in invoice fields
In due date fields (and why not other fields), allow Excel formulae with invoice fields as variables into the formula to drive the default value. The existing constant value is a valid excel formula so would be backward compatible.
2 votes -
Reporting: Profile based defaults for settings and reports - Based on client files and user
Ability to set default reporting options (default to show account numbers, specify no. of results per page, your own date preferences), along with favourited reports - but have it linked to your Xero user profile rather than the client's file.
I work on multiple files a day and don't want to change their file settings - but manually changing to my preferred reports every time the page refreshes is exhausting.
2 votes -
Invoices | Projects - Include project field on invoice summary screen
Can we include the Project field on the invoice summary screen - to help us manage whether a project has been allocated to an invoice but also manage potential duplicates.
2 votes -
Contacts - Show aged breakdown on contact overview
Why does the screen on each contact not show an aged breakdown at a glance like it does in Sage 50 accounts? Sometimes I only want to look at that particular supplier/customer to see what we owe them by month without having to go to the reports screen. Also why does it not list payments on account in the top part of the screen. It is so confusing to work out what is due and what isn't. Awful set up
2 votes -
Xero Interface - Select/Highlight details on page without automatically following link
Select/Highlight Xero web page details without automatically following link
Most web links allow for text and links to be selected/highlighted by clicking, holding and dragging for additional options when the selection is right clicked (copy, print etc.)
It seems unintuitive when attempting to select/highlight (clicking and dragging over text) items in Xero, such as invoice numbers, that the page immediately follows the link as though clicked.
It is often useful to select text for simple copying, or highlight specific sections for printing on web pages, but this behavior prevents that basic utility.2 votes -
Invoice - Add a Find search option on invoices
Simple Find button as used in Quickbooks Desktop. This facility was used on a daily basis by our construction company to find anything that came on an invoice, all you needed was to type in one word and it would seek it out in seconds. I do not understand why Xero are not capable of implementing this. I have been told by Xero that the more people that support an idea the more likely it is that they will do it. Please support this.
2 votesHave you tried Xero's global search, Val? Or is there detail from a particular field you're often trying to find that doesn't appear in results? For example would this relate to searching within the description field of invoices?
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Invoices - Ability to add details on the Description field without appearing on the customer invoice
In our business, there may be multiple people helping on a particular project for a client. Currently, in order to have the income allocated correctly to each employee we have to enter separate items for each person. This then flows through to the invoice, showing all the amounts and items listed separately.
Would it be possible to look at a way that "behind the scenes" we can add multiple invoice items so that income is allocated correctly, but on the invoice it shows a single description and amount?
It just makes the invoice look more confusing than it needs to…
2 votes -
Settings - Notification of settings change
There needs to be an automatic email notification sent to users when a financial setting is changed. Our gst number was changed and we had no idea until we manually spotted the change.
2 votes -
Bills - Support for JP Morgan Chase SGD Swift payments
Currently, Xero does not has option to select payment to
JP Morgan SGD account
Swift code CHASSGSGHI Xero, pls consider to add tis SWIFT code.
2 votes -
Email Templates - Specific email generated based on 'Item' record selected within invoice
Is there any way to have an invoice email that is generated automatically based on the 'Item' (business > products and services) record selected from within the Invoice?
We send invoices specific to individual contractors each month. These contractors ('Item' within invoice) have unique purchase orders and work order numbers that remain constant each month.
Currently the email generated is a generic email which does not automatically populate the purchase order / work order number.
Is there any way Xero can create an email template per 'Item' (business > products and services) record to minimise our risk of error and…
2 votes -
Check Register - Set check defaults by bank account
Ability to set a default check style per bank account.
On the operating account the check stock has the check on the top, on the payroll account, the check stock has the check in the middle, and on the sales tax account, the check stock has the check on the bottom. Three separate checking accounts, three separate styles.
It would be nice to have a setting where you can say, "if a check is generated from the operating account, apply the operating account style."
2 votes -
Xero - Sync multiple Xero organisations to an external invoice program
Be able to sync multiple Xero organisations to the one external program (for us it's Splose) to allow invoicing from one program to split to appropriate Xero organisation.
2 votes -
Reporting - Daily Sales entry option
For retail Shops Sales.
To put in Daily Sales. Of each stores. As there no function for that in Xero. Only can key in As Invoice2 votes -
Invoices - Option to download invoices by VAT report
We have dealt with a few VAT inspections recently and HMRC request all invoices in relation to the VAT report. We have had to download each invoice individually and rename to match the references posted on Xero which has been extremely time consuming. It would be great if all invoices could be downloaded in bulk as per each VAT report and each invoice referenced to match the VAT report.
2 votes -
Projects - Ability to add Task Title then seperate line for task description
When I add a Task to a project I would like to add a Task Title trhen have a seperate section to Describe the task detail. At the moment there is insufficient space for this information.
2 votes -
Files - Add delete button to file preview
In the Files area, there are some that you do not know of until you opened them, and upon seeing them, it's not needed for the business. You have to close the file, either select the checkbox then delete, or the option button on the right to delete. Can you add a Delete function upon opening the file so we don't have to click close just to delete unwanted files? Thank you!.
2 votes
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