103 results found
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Contacts - Seperate customer mailing lists
Ability to select different mailing lists for 1 customer. This will be useful when you have different projects for the same supplier.
3 votesHi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications?
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Report - Contacts not used within a time period e.g 12 months
A report to run to identify suppliers and customers that have not used in the last 12 months, so we can archive some contacts.
3 votesNot a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently.
You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here.
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Purchase Orders Report - Show Expected arrival date
It would be extremely useful to be able to either
1. export the main data from all purchase orders / or
2. be able to make up a custom reportIe: Supplier, date / reference / ETA / Salesperson / dollar / Revenue identity etc.
Used For: Sales team, Customer order ETA's etc3 votesHi Melissa, when you mention ETA - Is there a field in the Purchase order that you're currently using to track this?
There is a common format within the Payable Invoice detail report that might serve your needs here and can be set u and saved as custom with the columns you'd prefer, and can be exported to PDF, Excel or Google sheets.
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Invoice Reminders - Ability to send manually
We need to be able to send reminder letters through Xero but as and when, and to all customers, not just those that have fallen overdue since turning on the function. We have just migrated and have to go through each account and send an email outside of Xero to chase these so therefore no audit trail. This seems a key feature which is missing and easy to implement.
3 votesAppreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
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Quote Folders Expanding in Information Tab
Quote Folders Expanding
Option to expand the folders and keep them open. (Even when clicking in and out of costs etc)3 votesWhen you say 'Quotes folders' - could you provide a little more detail on where and what you mean by this in Xero, Kim?
Would this be when viewing folders in the Files library that may have been set u for your Quotes? or something a bit different? Thanks
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New Invoicing - Applying customer credit to invoice
In the new invoicing it is possible to add a customers credit onto their invoice from the bottom of the screen however the old version would have a pop up asking if you would like to apply the credit.
Can we change new invoicing so that it pops up asking for confirmation as this is easily missed.
2 votesHi Amy, when you start entering an invoice for a customer that has credit you'll receive a notification in the bottom right. Then, when you approve the invoice you'll receive a prompt to let you know that you have credit for the contact and would you like to apply it. Or is there a different place in this flow you'd expect to see the prompt?
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Project supplier invoices
Scenario - Multiple projects open. If materials are purchased at eg a builders merchants for mutliple projects on one invoice/receipt, it's not possible to allocate the spend to individual projects which is madness. It seems that the total invoice/receipt must be assigned to ONE particular project. When materials are bought, it's often far cheaper to buy them in bulk, hence buying for more than one project at the same time. It should be possible to therefore assign individual lines on the invoice to a particular project (a bit like tracking).
2 votesHi Clare, if you're adding an expense from within a project, it's expected that the expense you're creating is related to the Project you're in. You could create a Bill within the Bills to pay area where you can assign individual lines of your bill to different Projects.
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Purchases Overview - ALL Unpaid
Make it easier to just see a list of all unpaid bills by having a selection option rather than having to search All and filter by paid date
2 votesHi Keith, the Awaiting Payments tab of bills should show you all bills that are still awaiting payment (part or full). Is there a reason you'd specifically like this in the overview section?
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Inventory item list report - Ability to view all transactions
Browse all transactions on the "Inventory item list" report, it will also be helpful to reveiw in & out movement and can double check with other source.
2 votesIt sounds like the Inventory Item Details report is what you're in need of here, Apple - Is there something missing from this report that would be useful for you in review?
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Photo of receipt to create draft bill
Take a photo of a receipt in the Xero app and upload directly to draft bills. Xero automatically prefills readable data.
2 votesThere are already ways you can automate this process, Elise. Is there a specific reason you'd like to do this through the Xero mobile app?
I'd recommend looking into connecting Hubdoc to your Xero org, or emailing bills to your organisation.
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Bills to Pay - Export Overpayments as a negative to match Aged Payables report
Bills to Pay export report that contains Overpayments does not currently agree to Aged Payables report. The Overpayments are displayed as a positive value instead of a negative value. This means that the Bills to Pay export report is overstated. Please correct this.
2 votesTrying to better understand your idea here, Niamh - When you say Bills to pay export, would this be when exporting a list of Bills from the Bills to pay screen?
Overpayments for bills would be treated as credit available to be applied to a bill - Unlike Prepayments which would be treated as a debit that would be applied at a future date to a bill that has yet to be created.
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Inventory - View history of sales
previous invoice pricing to a customer, I want to see who i sold it too so i can do the same pricing, Instead of the history of products and invoice just say Invoice and Bill
1 voteYou should find the Inventory Item Details report grouped or filtered by Item Name useful for this information, Chris. If it's something you'll be using often you could star the report to make it available from the menu drop down list. 😊
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Contact Defaults Needed in Quotes & Invoices
When generating a quote or invoice, we've noticed that the [Customer First Name] placeholder doesn't work if we haven't added the customer as a contact beforehand. This process is time-consuming, especially when creating a new quote. Is there a way to customize the quote/invoice creation process so we can include the customer's details, like their first name, without having to create a separate contact?
Please, this will really increase productivity.
1 voteHi Bovi, trying to understand your idea here. When you say you'd like to include the customer name without adding the contact. Is this for a 1 time customer?
When using new invoicing you can add a new contact while you add the invoice?
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Link to Journals from the Dashboard
It would be very handy to have a link directly from the Dashboard into Manual Journals please...
1 voteHi team, if you have the Adviser role in an org from the dashboard you can click the '+' icon in the menu banner at the top of the screen, and select 'Manual journal' which'll take you directly to a new Manual Journal. Does this accomplish what you're after here?
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Projects Invoicing - Show total time entries per employee
Invoice in Projects - ability to combine time entries of employees to show total hours per employee
At the moment when you create an invoice in Projects, all the individual time entries are shown which can be 2-3 pages long. It would be great to have an option to combine all time entries per employee over a selected period so that the invoice doesn't have to be 2-3 pages long showing time entries done by each employee when all we need is one line item per each employee.
1 voteDoes this need to be on an employee basis, Jay?
At present, you can either create an invoice based on the Task or based on Time entries.
To confirm at present you can summarise the time entries by selecting to invoice as a Task - but appreciate this doesn't allow the individual lines for a employee breakdown
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General ledger with multicurrency
We would like to request that the General Ledger able to generate with currency amount, currency rate and currency balance.
Thank you
1 voteHi Dorothy, is there a particular reason you'd like to see this information in the General Ledger reports? Right now, you could run the Account Transactions report which will give you options to include a range of FX columns if the business is using multi-currency in Xero.
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Products and Services - Statement lines
Hi, Is it at all possible on the Product and Service where we create codes for the invoices, that under Purchase and Sell there is an option to add another line. By this I mean there are time when I create an invoice to a client under the same heading i want to have a line that show the price, the sales account and vat at 20%. Then another line to state a filing fee is zero rated. etc
1 voteHI Karen, trying to better understand your idea here - would you expect this additional line to be visible to the customer on the invoice? If so you could simply enter this in the description field of the new line. If it's a process you see yourself often using you could save this as a new 'untracked' item where the price would be $0.
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Contacts - SAP field
SAP Field- ability to add a field for SAP# that is searchable and exportable.
1 voteHi Andrea, if you'd like to have a field to enter your SAP # into you could look to save this as the Item Code for inventory you set up in your org. You can search items from products and services in Xero , and export your inventory items so you'd be able to export all item codes if this is where you save your SAP #.
If you're looking for the step further of being able to scan inventory into the system - this isn't something we're looking to develop for and you can see more on this from the idea here
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Aged Payable Overhead Report
Aged Payables Overheads Report. Allow filtering by cost code.
1 voteWhen you say filtering by 'cost code' - would this be an account or tracking category you've set up n the organisation, Kaytie?
If you can also share some detail of what you'll use the report for specifically this'll help when sharing back with our product teams. It's good for them to understand how a particular type of report or setup could help a business.
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Description and details in a new transaction
When you create a new transaction you have 2 fields which identify the nature of the transaction - "Description" and "Details".
I find myself constantly copying one to the other. It would be really useful if Xero could auto-copy description across to details, and if you don't want it the same you can overtype the details.
Having content in both fields helps identify the item, and usually the same content will do.
1 voteHi Rick, trying to better understand the flow you have here - would this be to copy the details of a statement line across to a transaction you're creating
when reconciling?
- Don't see your idea?