1620 results found
-
View current balance of accounts (not just MTD / YTD) on Account Watchlist / Dashboard
Dashboard - Account Watchlist to include current balance of account (not just MTD / YTD balances)
2 votes -
Log out message to remind staff to complete their timesheet
We have issues with staff not completing time sheets either at all, on time or with great detail. We are a small organisation and do not want to make this a big issue, so having a reminder when people log out of xero to complete their timesheet would be beneficial. e.g. Have you completed your time sheet? Is this something else other people struggle with?
2 votes -
Filter dropdown menus need to exclude Inactive / Archived items unless re
ALL report filters should EXCLUDE archived and inactive items with the option to Include them as per the attached.
2 votes -
New Invoicing | Attachments - Record Actions in History and Notes
All Actions relating to attached files should be recorded in History and notes, eg Attachment added from Files:Inbox, Attachment Downloaded, Attachment Deleted, Attachment returned to Files:Inbox
7 votes -
How do I speak to someone on Expedia?
To get in touch with a live person at Expedia, there are several methods available for your convenience. you can reach out to their customer service hotline at +1-+888-408-4775 (Quick connect) or 1-888-Expedia-Line (Live person) initiate a live chat on their website, or utilize email support.
1 vote -
New Invoicing - Add 'attach file' button at payment
Reducing clicks:
When applying a payment to a bill or an invoice, I usually want to attach a source document (image of check, confirmation of our POS system, etc.). Right now I cannot do it while applying the payment. Right now (in 'old' invoicing/bill) I have to instead apply the payment, find myself in the accounts transaction overview, go back to invoice, click on the payment I just applied and then I have to option of uploading/attaching a document. Very inconvenient.7 votes -
New invoicing | Send - show amount owed rather than invoice total
When emailing a sales invoice which has a credit note applied, the basic email template text should quote the amount owed MINUS the amount of the credit note. The email is incorrect with regard to the amount owed, and customers often erroneously overpay.
3 votes -
Expenses - Export expense claim receipts
Expense claims - Download all pdfs submitted by employees
4 votes -
New invoicing | Send - Rich text editor format
Please change the editor in the email copy, when sending an email & creating an email template, to a rich text editor. It would be useful to be able to bold/highlight particular lines especially when invoices are late & reminders are being sent
13 votesHi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.
That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.
If…
-
New Invoicing | Send - Placeholder for reference
The new invoicing doesn`t transfer the "Reference" field information to the email area and I have to retype this every time. The previous version just transferred it all. Now this means more work, having to input the reference three times in the process
Also there is no confirmation anywhere that the files I attach are being sent. If you PREVIEW it does not show the files anywhere ?3 votes -
New invoicing - Change options when printing from 'Cancel' to 'Leave as is'
New Invoicing. I see we got the ability to mark as sent when printing, which is great and fixes one of many defects which made me go back to classic a year ago. But the prompt that appears is bizzare and confusing. Classic always had "mark as sent" or "leave as it is" ... however new has "mark as sent" or "Canel" - which implies cancel the print job - except it doesn't (the x does this)... So on one hand a user if confused by cancel if they want to print without marking as sent, and 2 if they…
2 votes -
Product Search
When looking up product history Xero lists what invoices product was sold on. It would also be nice to be able to see the customer's name. This would make things much easier when trying to look up pricing assigned to specific customers.
2 votes -
New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
Can there be a system setting which controls the default option on Invoices for the Approve button.
It is currently Approve & Email and we would like to have the default as just Approve.If it was a system setting companies could chose best option for them.
344 votesHi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
-
Shipping within invoice subtotal
There is currently no section to include shipping in the subtotal of an invoice.
As it is not a product or service, including them in the line of items doesnt look right, plus we don't usually charge gst on shipping. So if the shipping is a separate fee in the subtotal, it will be useful to give an option of charge gst or not for shipping.
I am used to having this available in the accounting software I used previously.
Thank you3 votes -
Document Packs - Ability to include Audit Certificate for E-signing
Automatically provide the audit certificate for e-signatures applied in Document Packs. At the moment, you need to contact Xero Support to obtain the audit certificates, which often takes days, when you generally need these things urgently
7 votes -
Auto tax rate does not recognize non US address
Had to switch back to Classic INVOICE again... Because new INVOICE does not work...
Auto tax rate for us in the US can be a good feature if implemented with smarts... That seems to be a big IF... Some of us do business internationally. So not all our invoices are for US based customers.
Creating an invoice for a customer in Germany... !!!Unable!!! to complete the INVOICE because Auto tax rate insist I have to have a state for it to work???
IT IS IN GERMANY... No state required and being outside of the US Auto tax rate should recognize…
2 votes -
Credit notes only view in Sales overview
Sales overview should include an option to view credit notes only (appreciate that this can be done by sorting on amount and looking for negatives) but would be nice if there was a one click option to show credit notes only
2 votes -
bill payment
Bill Payments - be able to create a make payment for a set amount which is a part payment of a supplier statement and send remittance for a part payment for multiple bills on a statement
Client/business receives multiple bills from supplier, and pays 30 days after end of the month, they may want to pay installments of say $5,000 off the statement which will be applied against multiple bills including a part payment. At the moment there is no way to create this payment and send a remittance to the supplier, we have to wait until the payment appears…
1 vote -
1 vote
-
"How Can I Get Instant Blockchain Help? Contact UK Support Now"
➡𝐅𝐨𝐫 𝐡𝐞𝐥𝐩 𝐰𝐢𝐭𝐡 Blockchain Error , 𝐫𝐞𝐚𝐜𝐡 𝐨𝐮𝐭 𝐭𝐨 𝐨𝐮𝐫 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐭𝐞𝐚𝐦 𝐚𝐧𝐲𝐭𝐢𝐦𝐞 𝐚𝐭 44.0.208.123.7272 or 44.0.208.123.7272. 𝐖𝐞’𝐫𝐞 𝐚𝐯𝐚𝐢𝐥𝐚𝐛𝐥𝐞 𝟸𝟺/𝟽 𝐭𝐨 𝐚𝐬𝐬𝐢𝐬𝐭 𝐰𝐢𝐭𝐡 𝐢𝐧𝐬𝐭𝐚𝐥𝐥𝐚𝐭𝐢𝐨𝐧, 𝐬𝐞𝐭𝐮𝐩, 𝐚𝐧𝐝 𝐭𝐫𝐨𝐮𝐛𝐥𝐞𝐬𝐡𝐨𝐨𝐭𝐢𝐧𝐠.
➡For help with Dose Blockchain Error , reach out to our support team anytime at 44.0.208.123.7272 or 44.0.208.123.7272 . We’re available 𝟮𝟒/𝟕 to assist with installation, setup, and troubleshooting.
➡For help with Blockchain Error Support Number, reach out to our support team anytime at 44.0.208.123.7272 or 44.0.208.123.7272. We're available 𝟮𝟒/𝟕 to assist with installation, setup, and troubleshooting.
➡For help with Blockchain Error Support Phone Number, reach out to our support team anytime at…1 vote
- Don't see your idea?