1488 results found
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Dashboard | Watchlist - Customise at the user level
Could the Accounts Watchlist feature have an option to have user specific watchlists? The accounts I want to pay close attention to as Head of Finance is different to what the Finance Assistant wants to see. Not all accounts are organisation wide specific.
3 votes -
Quotes - Option to Accept part of the quote and Decline the remaining lines
Hi, I would like to be able to complete quotes correctly please. So for example, QU-6767 was accepted by the customer. The customer later decided that only one line of the quote was required, which was invoiced. I would now like to mark the remaining part of the quote as declined.
It would therefore be helpful to have more options for the quotes system, to be able to mark the quote as partially invoiced and the remaining as declined, even after the quote has been accepted.
I create monthly reports of accepted, declined and invoiced quotes. It would be helpful…
4 votes -
Purchase Orders - Mark an order as Delivered
Once a Purchase Order is created it would be great if there was a feature to allow you to mark the PO as delivered. Currently there is no way to see what ones are complete and what ones are still outstanding. This may need to be extended to allow individual line items on a PO to be able to be marked as delivered.
4 votes -
Batch Payments - Export file in a Santander-compatible format
The repsonse to my support case was to be told to post the bug here... seems a weird request, but sure...
"The best way to get our product team to consider this would be to create a new product Idea on this, which is submitted to our product team who then go ahead and make changed based in priority."The santander batch file does not follow the santander format. In the past Santander used to accept the file anyway but they have now started rejecting it.
Bills > Make Payment > Pay from (santander), Method = Create Payment File
Batch…6 votes -
Short term cash flow - Expected payment date based on history
It would help if the expected settlement dates for invoices (and bills) were based on past history rather than due dates
4 votes -
DOCX - Show CIS after subtotal
CIS Deductions need to show at the bottom of the invoice on advanced invoice templates as seen on the standard invoice template.
13 votes -
Billable expenses - show invoice date
Please show the date of invoices in billable expenses.. It is easier for us to search the invoice..
25 votesHi everyone, appreciate the feedback of the layout of detail in the Billable expenses modal of new invoicing. I've made sure to share your feedback here with the team.
To confirm, right now the date column is still included in this view however if you have a few billable expenses to assign you'll need to scroll down and then will see a horizontal scroll bar so you can scroll across to the date. Understand this isn't the most obvious atm, and I'll keep you updated here of any planned change.
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New invoicing - Increase Transaction lines in invoices
Currently one can only post 50 lines in an invoice. It should be unlimited as some clients have at least 200 lines or more depending on their line of business.
3 votes -
Billable Expenses - Assigning items to customers, make clicking "OK" act like the "Assign" button
I regularly forget to click "assign" before "OK" when assigning a customer to a billable expense. In the attached screenshot, I've identified an expense, found the customer, and the line item is ticked. It's infuriating to have to remember to click "Assign" before "OK", when the rest of the interface is telling me that everything is all set and saved. While I try to remember to press the wretched "Assign" button first, could you please change the default so that clicking "OK" has the effect of clicking "Assign" automatically? There shouldn't be a separate "Assign" button.
3 votes -
Quotes - Send quotes by WhatsApp
As with invoices could you add this function to quotes as well to make things easier
3 votes -
New Invoicing - Autosave in edit mode
New Invoicing Autosave function - Does not work in Edit Mode
When you create a new invoice the autosave function is there.
However, if you approve an invoice and then try to edit it, then the autosave is not there and you must manually click update.
Can you please make this feature more consistent. Either everything is autosave or not autosave. Having some aspects will create confusion and lost data6 votes -
Invoicing - Ability to turn off auto suggestions
What happend -
I imported invoices with an invalid account number. When I went to review the imported invoices in draft, the new invoicing AI technology selected suggested account codes for me, almost to fast for me to notice the account code was blankWhy this is important -
The "review draft invoices after import" step is critical in getting it right - I should be able to review exactly what I imported to see where the mistakes are. I can see this being an issue with integrations where invoices are imported via the APIWhat Xero can do - …
24 votes -
Bank Feed - J.P. Morgan Chase CHASAU2X
Bank Feed - J.P. Morgan Chase
For Xero to expand their bank feed connections to develop feed that supports J.P. Morgan Chase bank
CHASAU2X
2 votes -
Bank Reconciliation - Available balance including Overdraft
In the bank account settings, add an optional data field to enter in the Overdraft limit on a bank account. Then on the dashboard screen, show the net available balance of current bank balance + the undrawn Overdraft limit.
Purpose - to save the user from having to manually calculate how much is available to make supplier/payroll payments or login to internet banking prior to check.
Should also be a simple feature to add.
5 votes -
New Invoicing - add "Hide invoice summary in email" option
Despite several separate requests on this forum, New Invoicing's email still begins with an invoice summary, unlike Classic Invoicing.
For us, relationship and communication are more important than asking for payment so Classic Invoicing's email is perfectly set up with our message first and the invoice following.
New Invoicing's email reverses this with the money part writ large at the top.
Andrew Chadwick described it better than I can in the post linked below. The idea has been marked as Delivered but, respectfully, it hasn't been. His and my points still stand.
12 votes -
Customer Payments - Payments on Account, instead of Overpayments/Prepayments
You can only allocate payment on accounts to a customer ledger on Xero by clicking 'Overpayment' which is very long winded. Please can this be simplified to select the customer and then allocate straight as a 'payment on account' and then this can be allocated to the invoice once this is uploaded.
In addition, if there is money out that gets contra'd against money received from a client, there is no way of coding this to the customer ledger.
43 votes -
Repeating Invoices - Use updated inventory Unit Prices on repeating invoice templates
When you update the inventory selling price of an item you expect that this is reflected when a repeated invoice is generated. This is not currently the case. The price is ONLY updated when you edit the repeated invoice. Please have an option box on the repeated invoice that allows inventory price updates on generation. Currently waste hours and hours and make mistakes every time an inventory item changes price. Logged support cases about this for years but trying here now. Huge time saver.
24 votes -
Bills - Upload bills with New Bill and shortcut keys
When you go to add a bill it does not give option to upload.
Can shortcut keys not go on top to show add new bill upload new bill? it would be much handier3 votes -
Support French e-invoicing legislation
Purpose : Starting september 2026 or 2027 dependng on the size of business, all the invoices for French companies should respect the new legislation for e-invoicing.
Is Xero planning to be accredited by French admin as a registered software ? (https://www.impots.gouv.fr/liste-des-plateformes-de-dematerialisation-partenaires-pdp-immatriculees-sous-reserve)
It would be very helpful for all the companies doing business in France.
1 vote -
Bills - Awaiting payment bill highlight in a different colour.
Hi Xero,
It would be great if the status of bills/invoices that are partially paid could be highlighted in a different color and labeled as 'PARTIALLY PAID' or something similar.3 votes
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