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Invoices/Bills - Ability to copy multiple bills into one invoice
Converse of the ability to copy multiple bills into one invoice.
3 votes -
Quote - Add a tick box when converting from quote to invoice to keep quote date
To add a tick box when converting from quote to invoice to keep quote date and not for it to default to today's date. Similar to the option to mark as invoiced or not. It would be great if the date does not default today's date if it is revised but stay on the original quote date. Once the quote is accepted and it is converted to an invoice, we please need the ability for the quote to stay on the original quote date and not to default to today's date.
3 votes -
Bills - Ability to return an unpublished bill to drafts or for approval
It would be good to unpublish a bill, to send it back to drafts. This would help where "Approve" was clicked instead of "Save" or where a bill was queried after it was published.
4 votes -
Repeating Invoices - Schedule a specific time for repeating invoices to be generated and sent
Ability to schedule time for repeating invoices to be generated and sent.
Purpose: To make repeating invoices are generated and sent to the contact/supplier/customer’s preferred time.
6 votes -
Customer Statement - Show in a foreign currency
Statement of Account able to toggle difference currency since we have set a exchange rate should be able to tabulate base on the exchange rate
5 votes -
Email to bills - Use contact defaults
if a contact has a specific account code assigned - allow the invoices to pull this across when it's emailed to Xero Bills. Otherwise time and productivity are down going into each single invoice to allocate
4 votes -
Quote - Order book
Order book:
Ability to confirm to a customer that their quote has been accepted & processed as an order. It is either in the process of being made, or waiting in a queue of work to be done.
As the business manager I can look at my order book on a daily basis to see which orders are outstanding and in what priority they should be completed.
Deposits can be assigned to an order, the customer can receive a confirmation that their deposit has been received. This only needs to become an Invoice once the work is ready to be…
3 votes -
Sales Invoices - Edit the Unit Price and Quantity of a paid/part-paid invoice
Ability to edit the unit price and quantity of both paid and part-paid invoice.
Purpose: Users can easily change the unit price and quantity, especially when their customers often ask for these changes.
4 votes -
Invoice - Ability to add cc field when sending invoices
It would be useful to have a cc and bcc field when sending invoices so that either the business owner or another individual could receive a copy of the invoice when it is sent. This functionality is available in QuickBooks.
3 votes -
Bills - Payment method shown on Bills (DD, BACS)
In ‘Bills Awaiting Payment’ it would be useful if you could assign (or at contact level) a payment method. Specifically so that anything due to be taken by DD isn’t inadvertently paid on a payment run.
3 votes -
Sales Invoice - Add 2nd description field
Sales Invoices Additional Line Level Text Field (2nd Description field)
For businesses that need to record the date, reference (work order/docket number & job number) and also the full description of the items purchased for each line item as opposed to issuing separate invoices for each sale to that same customer through out the month.
For example: Trucks pick up materials from the local quarry daily. The driver provides a work order that is sent to the office for invoicing. A draft invoice is created and each work order is added as line on the invoice until the invoice is…
3 votes -
Loan Interest Calculations
Ability to manage our loans in Xero. We should have the option to enter the interest %, term, opening balance, simple/compound interest and repayment period (monthly, annually, end of term etc.)
3 votesHi Jason, have you read our help on how you can set up and manage a loan on Xero?
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Adjusting Quantities in Quote Information Tab
Being able to adjust quantities in the main quote / information tab, rather than having to go into each cost in a new window to change the quantities.
3 votesHi Kim, trying to better understand your idea here - would this be the ability to edit a Quote from the list view, rather than opening and editing an individual quote?
If so - I guess the thing to consider here is that a Quote can have multiple lines. Surfacing all this data in the list view could make the page quite noisy.
Are there common scenarios that you have in your business that require you to often edit the Quotes quantities for multiple quotes at once?
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drop down
Drop down boxes should go full length of the screen
1 vote -
Xero Projects - Time & Expense Approval
Ability to approve time and expenses on Xero Projects on a single (one manager) or on a multiple (one manager and one director) level.
2 votes -
Invoice - Encrypt pdf tax invoices (South Africa)
Encryption of PDF documents from within Xero.
Purpose: To ensure Tax Invoices are SARS compliant (VAT404 Guide - Tax invoices must be sent in encrypted format (at least 128 bytes), over a secure line or contain an electronic signature)
2 votes -
Invoices List - Show totals of items selected
On an invoice search from 'All' or 'Paid' Invoices - it would be useful to able to select any or all invoices, and see the £ total of the items selected. This function exists in the Invoices 'Awaiting Payments', and 'Drafts'. On the 'Paid' invoice section, you can select the invoices but it does not show you the total £, only number of items selected. From the 'All' section there is no ability to select any invoices. It would be great if in all sections where you wanted to you can select any / all invoices and it calculates the…
3 votes -
Quote Register
Quote Register. Good to have the ability to progressively bill a quote.
Either through the sales screen or a report to see the progress of a quote that has been invoiced as most clients bill a deposit and then a final bill once job completed.
It would be good doe say a window like the invoicing screen to be able to add quote amount and be able top compare that to an invoiced amount so you know the status or every quote.
3 votesHi community 👋, one of our teams have started looking into how we can bring Quotes into reports in Xero, to help you get some insights on Quotes across your organisation.
As development progresses we'll fill you in on all the detail here. -
Purchase - Add schedule payment date from within the transaction
Payment Schedule Date - add from other screens
Make it easier to schedule payment dates. I love the ability to schedule payment dates but it is only available from one screen. It would be great to be able to add a schedule payment date from within the purchase. That would mean you could approve and schedule from the one screen.
3 votes -
Project - Automatically import individual time entries from projects to payroll timesheets
To import individual time entries from projects to payroll timesheets, at the moment this only comes through as a bulk time for the day, you then have to manually add the time to the particular pay item if you use more then one pay item. Very frustrating and time consuming, would be nice to have this automated.
2 votes
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