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1454 results found

  1. Not being able to enter an item # in quotes: This is a bad flaw in your software for people selling services and should be fixed. I People doing custom project services will not want to create new "products" every time they do a custom quote, they just want to add Item 1, 2, 3 and start typing work description

    8 votes

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  2. Hi Kelly, could we have approve + email plus add another invoice on the same option drop down please, saves soo much time 🙂

    5 votes

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    Thanks for the suggestion! I've made sure to pass your feedback on to the the team, we don't have any immediate plans for this but will be good to build the interest of this here and I can keep you updated if any plans are made. 

  3. Email Templates - Supplier remittance to include a place holder option for invoice number.

    3 votes

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  4. The idea is to develop a function for our clients to retrieve instant feedback from prospective customers on the rejection of a quotation they have received.

    This can be in the form of an automated dialogue box where the prospective customer can give reasons/comments as to why they have rejected the quote i.e too expensive, found a better deal, specifications - lack of or incorrect etc.

    This will save the customer time to know instantly what the problem is so when do give the prospective customer a call, they have a prepared response and enquire further as to how they…

    2 votes

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  5. IT would be really good to have the capability to add 'optional' items to a single quotation -

    • example #1: supplying in quantities of 10, 25 and 50,
    • example #2: there are five items in the 'basic quote' but the customer may choose to add items 6,7 and/or 8 but these aren't a fundamental requirement to include.

    If there is a quotation tool, then being able to offer customer flexibility is important as issuing multiple quotes can appear unprofessional

    2 votes

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  6. Can I ask why Xero thought the new sales format works and looks better. It does not flow with dataentry. You have moved the save/update button to top of screen which means when a business now starts to enter a draft sale and it has a number of lines you have to now scroll to the top of the page where as before it appeared close to your last entry line. The font is now larger which I personally find takes up more of the screen so you have to change formats all the time. Can we please have the…

    2 votes

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  7. Would be great to be able to run a report showing the monthly net movement on the trial balance for a year (ie. 12 columns)

    2 votes

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    Aaah yes I get what you mean, thanks for coming back to clarify for me, Kevin. We'll leave the idea here to gather interest.

    While this isn't something we have plans for atm, I'll update if there is any change around this to share.

  8. Restricted to entering 9 digits before the decimal place in estimated expense unit price/total fields.

    4 votes

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  9. New Invoicing has switched the position of Add from file library and Upload files. Whilst this may seem a small change, users are familiar with the order from left to right and I personally keep clicking the wrong one. Changing this order has no streamlining purpose so can it please be changed back?

    3 votes

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  10. 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…

    9 votes

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  11. For those of us that have multiple entities in Xero - Somewhere along the way an extra step (click) has been added when changing from one entity to another, you can no longer just choose your required entity from the drop-down menu (in the top left-hand corner), but now have to click on the drop-down menu and then click 'Change organisation' to show and select your entity.

    Are we able to remove this unneccessary extra step (click) and have it back how it was originally?

    3 votes

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  12. 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.

    7 votes

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  13. Automatically captures each line items as indicated in the bill when sending bills directly to draft using Xero Bills email link provided

    10 votes

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    1. New invoice screen – in needing to see the NET Total GST position, this appears to be no longer available. How can calculating it manually be avoided now?
    2 votes

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  14. Can we have an option to print to pdf statements in landscape as well as portrait?
    for example the screen in xero when I look at the statement shows the invoice reference in full but when you download this to PDF the reference gets shortened. This is an issue when the reference is a PO number and then you don't see all the PO number on the PDF version, for some customers they will not accept the PDF statement because of this

    2 votes

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  15. The ability to bulk archive Contacts via exporting a CSV, deleting contacts and then re-importing those that should stay.

    2 votes

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  16. We used saved invoice drafts with set templates for customers and we have noticed that when "saving & close" that any accounts that have a $0 value are now not saving and reverting to random accounts. Current advice from support is that we put $1 values into account lines so that they stay the same account, just so the account codes do not disappear, but this can cause risk of invoices with wrong values. We want to save draft invoices with $0 values as before "Approving" the invoice, we might change details or add in new values to accounts that…

    2 votes

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  17. Thanks for fixing Over payments in the new system - works great! - 1 adjustment - the account menu pops - UP not Down, and bank accounts are off the top of the screen need a lot of scolling, can you change to normal pop-down please? (like the Date Paid menu)

    2 votes

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  18. It would be amazing to have an option on the approve drop down to be approve and copy!

    2 votes

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  19. Contact Dojo to arrange an integration with their card payment system as already done with Quickbooks

    9 votes

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