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4691 results found

  1. New Invoicing - Option to apply credit when using 'Approve and add another'

    The new invoicing alerts you to a credit on a customer's account if you APPROVE an invoice but if you APPROVE AND ADD ANOTHER invoice it simply moves right on and does not mention the credit. Please could the apply credit option be available regardless of the way you finalise your invoice.

    10 votes
    submitted  ·  4 comments  ·  Business features  ·  Admin →
    How important is this to you?

  2. Invoicing - Template invoice including an inventory item

    Permanent inventory item on a specific invoice template

    For example, we are an automotive repair shop
    If I was to have a specific invoice template for 'vehicle servicing' and would like every service invoice to come up with Sundries and Freight automatically

    This would be a great way to save time as well as making sure everything is being charged out correctly

    10 votes
    4 comments  ·  Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.

    On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here. 

    As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill…

  3. Reporting - Option to extract transaction details without subtotals and formatting to support pivot analysis

    Most often when I extract XERO finance reports I have to strip out all of the headings and totals in order to get to the raw transaction data for further pivot analysis and data refinement. Having a raw data dump (i.e., excel or csv format) as an option to the formatted files would save considerable time for users doing pivot analysis, multi period or year comparisons, adding calculations and additional columns, preparing charts, and just trying to summarize the data in a different way.

    10 votes
    submitted  ·  2 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  4. New Invoicing - Retain Invoice Number when leaving the entry screen

    This is an extremely basic feature that must be fixed (in my opinion, a bug). If I create a NEW invoice, but then do not approve it or save it as a draft, and simply close the browser or the session times out) the invoice number that had been temporarily allocated to this invoice is now lost. The next time I open Xero and input a new invoice, it skips that number and uses the next number. This is ridiculous behaviour as consecutive invoice numbers are critical to many companies.

    To fix this, whenever a new invoice is started, the…

    10 votes
    submitted  ·  3 comments  ·  Business features  ·  Admin →
    How important is this to you?

  5. New Invoicing - Due Date option for End of this month

    When creating an invoice and adding a due date, it would be handy to have the option of end of this month, so you don't need to click into pick another date.

    10 votes
    4 comments  ·  Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while there's not a preset option for end of this month you'll find you can simply type the number e.g '31' into the due date field to populate the date for the current month.

    Toward the end of 2024 we also made some improvements to the calendar picker within new invoicing so you can now easily access the calendar without having to click 'pick another date' which may also help some in the idea here.

  6. AU Payroll - Option to deep archive employee records

    Could a similar function that UK organsiations have to "deep archive" employees be rolled out to AU organsiations? This will assist to adhere to legal requirements of retaining employee records for 7 years.

    10 votes
    submitted  ·  3 comments  ·  Payroll  ·  Admin →
    How important is this to you?

  7. Invoices - Change Column widths on invoice template

    On the invoice template there is a lot of 'white space', particularly to the right of the Product Description, which frequently wraps to a second line. The Product Item code also wraps to a second line on occasions. The Quantity, Unit Price, Discount and VAT columns could be reduced in width to allow for the increase in Item and Description fields.

    10 votes
    3 comments  ·  Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we're currently working on some improvements to the table/grid within new invoicing that'll provide better visibility of details.

    While we won't be enabling customers the ability to adjust columns widths yourself, we're making changes that'll condense the view so you can see more at once, such as the full account name. We'll also be shifting some of the detail shown beneath the description into columns of their own for ease of view. I'll come back to share as there's more news.

  8. Reports - Inventory Item details report to include columns for Item code and tracking

    Report - Inventory Item details to include columns for Item code and tracking, or Account transaction report to include Item code and quantity.

    10 votes
    submitted  ·  2 comments  ·  Business features  ·  Admin →
    How important is this to you?

  9. Email Templates - Account Number Placeholder

    In Organisation Settings / email settings / templates
    Can we have a place holder to allow us to include our Account Number in the subject and body of our default emails to clients for invoices and statements

    10 votes
    7 comments  ·  Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the confirmation, Sally. We have some current work underway with the email send modal in invoices, however I want to be open that at the time the team are not extending to add new placeholders that can be used. 

    For now, as you may have found you can edit the default email to add the Contact Account Number before sending the invoice. Appreciate wanting something more automated and we'll continue to track the interest of this idea and share if there's any development. 

  10. Contacts - 'Are you sure' alert when deleting Files

    Needs 'Are you sure' pop up for Deleting Contact Files

    Its too easy to accidentally delete a file attached to a Contact. Needs to be an 'Are you sure you want to delete ...' pop up when deleting.
    Especially as it also doesn't populate in the history/notes section that anything has been deleted.

    10 votes
    submitted  ·  4 comments  ·  Contacts & communication  ·  Admin →
    How important is this to you?

  11. Projects - Integrate with Google Calendar

    Integrate Xero Projects with Google Calendar so you can allocate workload/timesheets to projects more seamlessly.

    10 votes
    submitted  ·  2 comments  ·  Business features  ·  Admin →
    How important is this to you?

  12. Bills - Bulk approve and bulk edit accounts on draft bills

    I forward invoices to Bills via the email feature.
    I then batch process these at regular intervals.
    There could be 50 to 100 bills here.
    I have set default purchase contacts for all these contacts yet none of these drafts use that until I go into the bill for manual approval.
    This wastes a lot of time as I have to go through each bill 1 by 1.

    Allow me to bulk edit the accounts on Draft Bills and / or use the default account setting for that contact.

    This simple change would save me hours and I would get…

    10 votes
    1 comment  ·  Business features  ·  Admin →
    How important is this to you?

  13. API - Assign a Project to an Invoice line via the API

    Via the XeroAPI, assign a project to a line item on an invoice.

    Looking in both the invoices, and projects APIs I can not see how to do the assigning.

    Also, If i assign the project from with in the Xero website, and GET either the invoice or the project, neither response seems to have the assignment.

    First raised by Chris Chase on the community archive: community-forum-archive/discussion/118540025

    10 votes
    submitted  ·  5 comments  ·  Business features  ·  Admin →
    How important is this to you?

  14. Reporting - Automatically update footer page range based on report page numbers

    Can we get the report pack to automatically update both the footer and compilation report, based on the page range for the statement of accounting policies and notes to the financial statements. We're currently doing this manually and it leaves room for error.

    10 votes
    0 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  15. Reports - Fix report header formatting for reports longer than 1 page

    When a report runs over a single page, the header formatting does not pull through to pages 2 forward. It pulls through the report name in small writing at the top of the page and leaves a large spacing at the top of page, as the attached screenshot shows.

    This product idea is to fix this bug so that either the report name header formatting pulls through to all pages within the report (preferable), or at least the empty space is removed.

    For example with the accounting policies section of the accounts, we would want the data shown in the…

    10 votes
    submitted  ·  1 comment  ·  Accounting features  ·  Admin →
    How important is this to you?

  16. UK Payroll - Change payroll journal date

    The Payroll Journal dates are currently fixed to be the Pay Date, which is incorrect for any business that has hourly paid employees which must pay after end of month, when all hours are calculated.

    Every month all of our P&L figures are wrong because of this. Nobody wants to have to waste time doing loads of manual journals every month, which have the potential for mistakes, when Xero has created a system which is supposed to automate this process.

    Others have raised it but Xero never replied, see link at the bottom below.

    The solution is:

    Create "Payroll Journal…

    10 votes
    submitted  ·  1 comment  ·  Payroll  ·  Admin →
    How important is this to you?

  17. Contact Bank Activity Graph

    Reinstate the bank activity graph for contacts (clients) which used to enable us to see all bank activity for all bank accounts on the client contact page. Give us back our credit control eyes!

    10 votes
    7 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  18. AU Payroll - Remove past employees from drop-down menu in payroll reports

    It would be great to be able to remove past employees from the drop-down menus when generating Payroll reports. This would be particularly helpful for businesses who employ a lot of staff members, especially if there's a high churn rate.

    10 votes
    submitted  ·  1 comment  ·  Payroll  ·  Admin →
    How important is this to you?

  19. Timesheet UK - Option to include note entry on timesheets

    Include a note section on employee timesheets to enable employees to note where they have worked/ how long they have worked at various locations.

    10 votes
    submitted  ·  4 comments  ·  Payroll  ·  Admin →
    How important is this to you?

  20. Account Transaction Report - Add additional custom columns

    request for additional columns available in customised account transactions report

    only standard columns available, would like to access other options such as unit quantity, unit cost, invoice status, etc.

    10 votes
    submitted  ·  4 comments  ·  Business features  ·  Admin →
    How important is this to you?
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