186 results found
-
Bills - Prompt an alert for duplicate Purchase Invoice references when approving from list
Ability to alert a user when there’s duplicate invoices references when they’re about to approve it.
Purpose: To prevent when user approved invoices in bulk through either the Draft or Awaiting Approval sections. So they can double check
41 votesOur duplicate bills detection is now live! 🥳Xero will compare the contact, reference and amount of bills and credit notes to identify and help you review possible duplicates.
Where duplicates are picked up you'll see a banner above the bills list where you can click to review, this option is also available from the 3 dot menu in the top left of the list.
From the review page you'll be able to take action on any unpaid bills. See more on this feature in Xero Central.
Thanks for all your contribution and sharing how we can improve Xero for you.
-
Batch Payments - Export in format for Santander Personal and Business bank accounts
Ability to export documents that suit the Santander Personal and Business bank format from Xero.
Purpose: To save users time from having to convert the document after exporting.
9 votesHey community - we've delivered this idea 🎉
Xero provides two extra file format options for Santander batch payment exports: Santander Connect BACS payments and Santander Connect Standard bulk payments.
For Payroll, users can download the Faster Payment file in the UK.
-
Online Quotes: Show trading name instead of legal name
Option to show trading in name in online quotes rather than legal name.
Purpose: To be able to show a consistent name when the user sends online quotes and PDF quotes. As the PDF quote shows the trading name.
7 votesHi team, reviewing your idea here - his is actually possible with the use of DOCX using an advanced invoice template.
You can download the template and enter the organisations name in static text. When applied you'll see this show on both the online Quote and PDF of the Quote.
Give it a go and send to yourself if you'd like to see how it looks first.🙂
-
Xero Network - Include PDF of Invoice when sent with Xero Network Key
Automatically include PDF of invoice when sending it via Xero Network Key.
Purpose: Some clients need to see the attachment of the invoice. It’s also good for audit purposes.
85 votesHi team, pleased to share that with the release of Xero to Xero in invoicing we've also provided the ability to include attachments with your invoice when sending, as well as the option to include a PDF copy of the invoice. See more detail on Xero Central.
Currently this is live to all regions excepting Singapore which we're just doing a little more work to enable. I'll be back to share when Singapore users can also make use of this feature in Xero.
-
Bills - Bulk create Purchases invoices
Ability to create purchase invoices in bulk.
Purpose: To save time rather than having to manually create purchase invoices one by one.
7 votesIt sounds like you're looking to create supplier bills in bulk. If so, you can do this by importing them using a CSV template, which you can download from the 'Purchases overview' screen in Xero.
There's more info on how to do this here: Import bills and credit notes.
-
Invoices - Preview / Test Button for DOCX invoices
Adding a preview button when creating an invoice with DocX.
Purpose: To save time rather than to send a dummy transaction.
8 votesHi team, this is now possible in new invoicing. 🙂
You'll find when you 'Preview' an invoice in new invoicing if you have applied an advanced branding theme template to the invoice your customised template will be visible.
Alternatively, you can also Print PDF or use the 'Get link' to view the invoice, too.
- Don't see your idea?