4667 results found
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Invoices - Override GST by +/- 1c
Both Xero and XPM really need to have the ability to override the GST calculated by 1c either way to fix the GST rounding errors that continually occur. This would be more efficient than having to add a Cost rounding adjustment in XPM of 1c to have it then import to Xero showing this rounding adjustment on a separate line which then needs to be altered before sending to the clients. Having to do this for hundreds of invoices is very inefficient.
9 votes -
Invoice - Option for customers to add a tip
Allow customer to add a tip to invoice when paying.
9 votes -
Invoicing - Add a QR Code to view the invoice online
QR Code on Invoice that goes to same web location as the 'View your Bill Online' link on Invoices.
Currently, a Xero Invoice can have a link displayed for easy/direct payment by customer.
I would like to see the option to include a QR Code, embeded within the EMAIL sent to customers, and on the PDF attached to the Email, that translates to the same link, allowing for easy payment of printed invoices at time of delivery.
Great for 1st time customers, Pay on Delivery or COD customers.
9 votes -
Xero to Xero - Send the attached files on the invoice
When sending invoices from Xero to Xero it doesn't attach the actual invoice in the draft bill as an attached so we don't have this invoice for record keeping purposes and can't even see if there's VAT or No VAT charged on the invoice as it is not attached to the bill. This needs to be added.
9 votesThank you for all sharing how we could keep improving your use of Xero and it's features. For those that haven't explored yet - we recommend considering if eInvoicing can serve your needs in this space. It's available now and incorporates even more functionality than Xero to Xero offers.
As we're developing new invoicing, our product team are looking at development to build the Xero to Xero network into new invoicing as well as considering enhancing it's functionality by allowing customers to include attachments when using this feature to send invoices. Right now we'll move to Under review and I'll be back when there's more news on this to share with you all.
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Invoice - Ability for users with Invoice Only user role to add prepayments
Users with the Sales (quoting and invoicing)/ Invoice only role to record prepayments in Xero.
9 votes -
Reports - Add Contacts report to show contact details and contact activity
Contacts report that shows contact details (name address etc) and Activity in last Financial Year.
This would assist in cleanups of multiple contacts / old contacts etc.9 votes -
Reports | VAT201 report - View total per transaction
I am looking for a way to view a value for the supplier or customer transaction as a total value not as individual lines in the vat201 report. For example. I have 3 line transactions in 1 customer invoice, so it shows these three separately. I dont want to view it like that, I want to view it as a complete value, so we can double check the whole invoice as opposed to going to the invoice and looking line through line, which is extremely time consuming
9 votes -
Financial Settings - Custom accounting periods/calendars
It would be great if it were to be possible to apply accounting periods Period 1 , Period 2 etc even if these fall into the calendar months or fall into 4/4/5 week pattern . It would make looking at transaction reports in a pivot far easier , it would avoid having to save data , fix it with additional columns and then review constantly . This would be a game changer . All companies work to months calendar or something else yet Xero doesn't have this functionality which is crucial to analysing data and preparing month end .
9 votes -
Invoices - Autofill customer fields
Make the Customer Field AutoFill in new invoicing
In the old invoicing - which by the way was must better and more reliable, the customer field would autofill if it was setup to autofill within the customer set up. With the new invoicing this field no longer autofills. Please Fix
9 votes -
Bank Reconciliation - Upload files within the "Match" option
Upload AR Remittance Advices within "Match" option within Bank Reconciliations
I have noticed that when processing the Bank Reconciliation and matching bank deposits to raised AR invoices, the Remittance Advice can't be uploaded directly to the receipt under the "Match" option (see attached screenshot).
However, under the "Create" option (next to Match then clicking "Add Details") there is the option to Upload files.
Not being able to do this directly within Bank Rec matching means it is an inefficient process where I have to go back to the Customer account, look for the Invoice(s) that were paid and open it…9 votes -
Invoices - Include item code column in invoice CSV download
Is it possible to include a item code column when downloading Xero invoices. This information is already included in the PDF download.
9 votes -
AU Payroll - Report on all pay items created in Payroll Settings
A report showing Pay Items (or any of the Payroll Settings) including all the fields associated with the pay item.
9 votes -
Bills to Pay UI - Visual Hierarchy
Bills to Pay UI - Visual Hierarchy
the new update of the 'bills to pay' screen is great and has some very useful new QOL features but i think the current layout is quite difficult to read and should contain a similar visual hierarchy that the old style had.
i have found myself focusing intently and trying to figure out where i am up to which could easily be fixed by a graphic designer adjusting fonts, weighting and alignment.
9 votesHi community, thanks for sharing your feedback in the idea here. Since first raised, we have made some improvement to the Bills to pay page including the ability to quick view and edit bills on the fly from the list, a duplicates review feature and the ability to directly upload to create draft bills in your organisation.
Taking some of the more recent development into play it'd be good to hear if there are still particular aspects of this page that you feel could be improved.
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Purchase Orders/Quotes - Remove Deleted PO's and Quotes from Sales & Purchases Overviews
PO's and Quotes that have been Deleted are marked as Deleted but continue to be displayed in the Sales and Purchases Overviews. There is no need to continue to display deleted items in the Overviews. They should be removed.
9 votes -
Invoices - Bulk export more than 500 invoices
Hi,
Currently Xero restricts the export of Invoice / Bills to 500 rrecords at a time.We, I am sure like so may other Xero users are a small value per transaction - High Transaction number enviromment and therefore even if one filters on date range for one day, the number of invoices are in excess of 500. This also means that we are unable to append files for one day at a time.
My I request Xero to remove the restriction on the number of records while exporting Invoice / Bills transactions please.
Please keep me posted on the…
9 votes -
Bank Reconciliation - Discuss Tab - Change to a chat module to show User and date
The Discuss Tab should have a history trail showing the user and date that a comment was submitted.
Also registered comments should not be editable or removed once submitted. The ideal situation would be if the tab took on the functionality of a chat system also allowing to tag a user of that particular company in a discussion prompting a notification to the user.
Once a transaction is processed, the notes should be attached to the transaction in the history and notes section for future reference.
9 votes -
Purchase Orders - Include payment terms
Would be extremely helpful to be able to include the Suppliers Payment Terms as an addtional field on the Purchase Order Template.
9 votes -
Xero - Reduce white space
There seems to be a lot of white space on each page. An accounting system really needs to show concise, compact, neat lines so it is easy to compare figures without having to scroll up and down all the time. I feel that Xero is more interested in the look of the screen, when really the information is the most important part of an accounting system.
The important information seems to start half way down the screen!
9 votesHi Karen, appreciate you shared this feedback sometime ago. Looping back to better understand your idea here - Is there a specific part of Xero you find shows too much white space?
This will help when sharing your feedback with our product teams internally.
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Bills | Export summary
Ability to export bills with one line per bill showing the Invoice Total rather than showing each line entered for each bill.
9 votesHi Jenny and Michelle, you can run and export the Payable Invoice Summary report to get this information.
If this isn't suitable, could you explain bit more of what you'd like to use this information for? It may help in trying to find a solution that'll work for you both. Thanks
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Invoice Reminders Report - Date and email sent to
Provide a report on who the automated invoice reminders have been sent out to, to know when the final reminder has gone out and payments not made can then be chased manually.
9 votes
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