44 results found
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Invoice/Quote - Approval Process for Quote/Invoice Maker/Checker
Have a maker and checker workflow for quotes and invoices, allowing a single user to toggle between situations.
Eg. User A draft quote/ invoice -> submit to User B for approval -> Once approved, User A is then allowed to send out the draft quote/ invoice and vice versa. User should be not allowed to approve quote/invoice that he/she has drafted.2 votesHi Madeleine, thanks for sharing your idea around having an approval process for both quotes and invoices. It's something we've seen come up from time to time, and it's helpful to understand how it fits into different workflows.
Just to clarify, invoice approval is already achievable in Xero and can be set up by adjusting user roles and permissions. This allows you to manage who can create, approve, and send invoices.
For quotes, there’s already an existing idea for quote approval that was raised by another customer. We’ve added your vote to that idea so it’s included in our tracking, and you’ll be notified of any updates.
If there’s any extra context you’d like to add, feel free to comment on the idea directly, that kind of insight is always useful for the team.
You can edit your post, and respond directly to my update if you'd like us…
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Expenses and Projects - Demo version
Expenses and Projects - We have received some complaints about the functionality of these apps from our clients. In order for us to be able to assist our clients, it would be useful if there was a way to see what the app looks like from their point of view. e.g. a demo version.
2 votesExpenses and Projects are featured in our Demo Company. Clients looking to test these features can use the Demo Company to check out how these features work. We have a bit of help around this in Xero Central Use the demo company, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Bills - Capture data from pdf bills
Capture data from PDF bills and automatically populate Bills fields in Xero. Similar to Hubdoc image recognition, but need to be for Bills as standard feature in Xero.
Workflow is next: Create a New Bill, upload pdf bill file, then click button or toggle "AI auto-fill", boom no need for manual entires. Double check and approve the bill, saved a lot of time on manual entires/bookkeeping.
2 votesThis is already possible within Xero, Sergii. While it's dependent on Xero being able to read your PDF, you can use our Upload bills feature.
Alternatively, you can email bills to your organisation and similarly Xero will try to autofill details of your bill based on the data in your file.
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Ability to Send over due reminders from invoices page
Please set up an option on the invoice page to send over due reminders. It is very cumbersome and time consuming being required to open the invoice
click email
click edit
Click the correct email template
click send
find the tiny box that says sent (make this bigger and green)A more efficient method is to have a column on the invoice page with a heading that says "send over due reminder" with a tick box next to each invoice.
We can then tick all the over due invoices, it will automatically populate the over due email. Have an icon…
2 votesHi Jesse, welcome to Xero! Thank you for sharing your thoughts on how to increase efficiency when sending overdue reminders.
Did you know that you can set up invoice reminders within Xero? Invoice reminders automate the process of sending out overdue reminders and you can keep a track on the reminder status from within the Awaiting Payment screen.
If you wish to manually send reminder emails instead, from the Awaiting Payment screen you can select all the overdue invoices and use the email option to email multiple customers.
We have a bit of help around this in Xero Central Invoice Reminders, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Sales Report by Customer with financial year comparatives
I just want a simple report that show sales by customer with comparatives to previous financial years that agrees back to the sales on the profit & loss statement. Surely thats not too difficult??
I am disappointed at the lack of decent sales reporting in Xero. Whilst I agree that Xero has many great features, their sales reporting is not one of them.
The income by contact report does not work as it picks up all receive money transactions for all contacts, not just those in the sales accounts or for customers, so it is significantly different to the P&L.
7 votesHi community, as noted in my last update you can use the Income by Contact report which will show the contacts you’ve received money from over a chosen period, and includes both receive money and sales invoice amounts that have been entered for the contact.
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Xero Me- Accessing historical payslips and information if an employee transfers from one entity to another
In our business, we currently have two entities, and employees are sometimes transferred from one entity to the other. Currently, when the employee transfers to the other entity and accepts the Xero Me invite, they lose access to their Xero Me records from the former entity, therefore, they can't access their previous payslips, etc for that entity. It would be good if, when an employee is invited to Xero Me in the new entity, if this entity was simply added to the Xero Me app, and the employee could select the entity they require.
It would also be really good…
1 voteHey Kym thanks for raising this Idea. We understand how important it is for employees who have moved between different entities to be able to seamlessly access all their historical pay slips and information in one place within Xero Me. The good news is that this functionality already exists! You have noted in the comments, an employee can access their pay slips from different entities within Xero Me. All they need to do is switch between the different entities from their profile. You can also export and import employee information between Xero organisations, you can read about it here.
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Bank Feeds - Automatically import bank statement lines directly into Xero
Bank feeds - where the transactions feed from the bank account directly into Xero, similar to how QBO does it.
1 voteHi Rebecca!
You can already do this in Xero, and we have a bit if help around this in Xero Central here: Connect your bank to Xero.
If you need an extra hand you can raise a case with our Xero Support specialists here: Get help from Xero support. 😊
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Customer Support - Callback option
Xero to offer a "Callback" option to discuss over the phone clients challenges and having the possibility to see their screen.
This will allow clients to resolve issues much faster than by going through Xero Central or finding videos on the internet that sometimes not exist.
1 voteHi Simon, thanks for your feedback about this.
Currently the quickest way to get a phone call from our Support team is to raise a case via Xero Central with some details of your query.
If you leave the best phone number and a convenient time window, a specialist in the relevant area will be happy to give you a call, and if it helps, they can also use Xero Meet to view your screen with you.
There's more on this here: Get help from Xero support
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Xero Accounting app - Mark quotes as invoiced on iphone when sending invoice
On iphone version I send my weekly quote for Purchase order approval as i leave site, I find it a bit of a pain to have to send the invoice then head back to quotes to mark as invoiced evetime I just think it could be streamlines by adding an automatic prompt like on pc version
o mark quotes as invoiced on iphone when sending invoice.1 voteHi 🙂 Thanks for sharing your thoughts on this idea. We understand the extra steps needed to accept the quote, then mark as invoiced on the iPhone mobile Accounting app is not ideal. We're actively monitoring this idea and will keep you updated😊
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Invoice - Tab through the Add Payment pop-up
When the box pops up to enter the payment details I used to be able to tab through the options to complete them. Now I have to click on the account before I can "select the account". Is it possible to bring back the ability to tab and then to start typing?
1 voteHi Carmel, it's already possible to tab through the Add Payment pop-up in Invoice screen 🙂 - You can use the Tab key to navigate between the fields. When you reach the Account field, you can press the space bar to activate it and then begin typing to select the correct account. This allows you to navigate and complete payments with your keyboard.
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Customer Statement – increase character limit on reference field
Hi everyone,
Our customers would like to see the full PO number in the customer statement. Could we increase the character limit of the reference field to 40–50 characters?1 voteHi! There's already a way to do this in Xero.
You could add a Custom DOCX branding theme, and download our sample templates to customise in Microsoft Word.
With the statement template open in Word, you'd replace the <Reference> merge field with <LongReference> to display the full reference, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your statements.
There's more info on this here: Create an advanced invoice template (the same feature is used for invoices, statements, purchase orders and more).
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Docusign
Signing online documents by customers and suppliers is integral to most businesses. I would recommend you look into providing this as an additional feature, not from an integration.
1 voteHi Glen,you can already achieve this with a Xero Advisor using Document Packs. If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Keep report preference settings
Can the report preferences be set to stay the same until changed?
I am catching up on prior months and any enquiry everty time defaults to current period and I have to change the date every single time.1 voteHi Maresa, as noted in my last update, you can set up the report with the filters as you choose then save the report as Custom this way you'll have access to that report anytime with the same setup. If you'd like to set this as the org's default this is also possible 🙂
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Add CommBank Credit Card Bank Accounts
Adding a CommBank Credit Card Bank Account
1 voteHi Navid, that's something you can do in Xero. We have some great resources on Xero Central that can walk you through it, If you need more specific help, you can always raise a case with our Xero Support specialists. 😊
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Rearrange - Bank Account List
The ability to re-order bank accounts on the Accounting > Bank Accounts screen has been lost on the BETA version I am trialling.
Previously, you could drag and drop or use an up or down arrow to order multiple accounts in a manner most appropriate. Now they are listed in alphabetic order.
Santander is my business current account so it at the bottom of my screen under various accounts that have only monthly transactions not dozens of daily transactions. I’d like to put that account at the top of the screen.
1 voteHi Chris
You can do this right now in the Beta version. Simply click on Customize and drag things around to organize the screen how you like. If you get stuck, feel free to open a case with our Xero Support specialists for assistance.
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Tracking by customer notes
this is aimed when there is more than 1 user:
Is there a way to log in and see the latest customer activity notes per date?
We are a retail shop, & have many customers in & out.
I'm looking for an easier way to log in and see a timeline who's been in store and what's been enquired about etc
Based on the clients notes which are date stamped1 voteHi Mike
It seems like you would like to view the notes entered for contacts. To view notes entered for contacts, you can use the History and Notes report. Simply filter the report by setting the type to Contact and searching for the word "note".
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Invoices - Upload and attach a delivery order
Can you add a task bar for upload of Delivery order so that we can link invoice with delivered DO documentation.
1 voteHi Gary, as Kelly mentioned, you might do this by adding the customer's delivery order to your invoice as an attachment.
We have a bit if help on how to do this in Xero Central here: Attach a file to a transaction, but if you need an extra hand, you can raise a case with our Xero Support specialists. 😊
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Showing partial/overpayments allocated to online invoices sent to customers below the invoice total, as customers want to see amount due
Showing partial/overpayments allocated to online invoices sent to customers via email below the invoice total, as customers want to see amount due (what they have to pay) instead of seeing the invoice total. Customers just pay the last amount shown on the invoice. They often don't read the emails, that state the amount due is less than the invoice total. We want them to see it as we see it on xero.
1 voteHi Laetitia,
This is already possible in Xero! When you use the standard invoice template, the overpayment allocation appears as a credit under the invoice total. The final amount due is then shown below that. I've attached a screenshot from my demo company to show you how it looks. Please check the invoice to see if you're using the standard template or a customized one. Thanks
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customer/supplier activity report - Select multiple contacts
Add the feature to run customer/supplier activity report for a range of customers.
1 voteHi 👋, this is already possible however it exists within a different report. You can run either the Receivable or Payable Invoice Detail or Summary reports, where you'll be able to filter and select the contacts you'd like to run the report for. You'll find help for each of these report types on Xero Central - here's one for the Receivable Invoice Details report
You can also add a Source filter if you'd only like to view results for transactions from specific sources e.g Receivable Credit Note, Receivable Invoice
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Profit & Loss - Compare tracking categories
It is not possible to run a Profit & Loss report for a business, which can compare 2 options from different tracking categories.
1 voteHi Martin, this is possible with the use of the Layout editor, where you can add multiple Tracking columns. 😊
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