1629 results found
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Inventory - Add pack size for use on Purchase Orders and Invoices
In my business it is common for orders to be eg 10 bags of 25kg bags with prices $xx/kg. As far as I can see there is no field for pack size, ie 25 in the example. Also a product coming in range of sizes is easier with 1 description and range of pack sizes. Then would want functionality to have total line quantity and total line cost calculated from the 3 parameters.
Does this exist or can it be added?2 votes -
Quotes - Feature for customer to select which items to accept
It would be great if when a customer receives a quote, it were possible for them to select which items they wanted from the quote and to deselect the ones they didn't want.
12 votes -
New Invoicing - Change tabbing behaviour
Hey Xero, there seems to be a lot of issue and complaints about new invoicing. How about giving us all a break and re-enable the old invoicing till you get thing sorted out.
- Cant stop auto save , there is no undo button if you make a mistake.
- Tabbing between fields is not the same.
- Can't add expenses and leave them un-allocated to a GL, I know that the expense is @ cost price and needs to be completed. -Cant change the Customer with Billable expenses assigned without loosing the billable expenses and have to re-assign them
Cheers
1 voteAppreciate your feedback, Selwyn. We try to keep each idea separate so it's clear to others in community what they're adding their vote for, we can gauge the interest in a particular feature, and we can keep everyone updated of any development.
In relation to the points you've shared here we have an idea you may like to join around being able to switch off autosave, and another around the auto suggest feature that current fills in the account GL field for you and relates to your second point on leaving this blank.
Our team did make some changes to the flow of tabbing, so this should be more logical however it'd be good to get more detail on what's causing you issues when tabbing in new invoicing atm.
It might help to get a bit more detail about the billable expense scenario you're running into, too. In terms…
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Invoicing - Show Delivery Address on invoices by default
Enable the option for invoices to by default display both billing and delivery addresses.
19 votesHi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
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Xero Expenses - Adjust width of Categories field
Expenses, the Categories field should be wide enough to display the text on the website. Note that the mobile app works fine.
Or there should be the ability to nest categories.
As a web developer, widening the Categories field should be trivial. Apparently not according to Xero support....3 votes -
Overpayments - Convert to Bill for refunding
If a client has overpaid an invoice, or paid an invoice that has been voided/credited, when Ihave reconciled the incoming payment as an Overpayment, I would then like to be able to create a Bill from this payment so that the refund it sitting in Bills Awaiting Payment.
2 votes -
Quotes - More Filter options for the Overview screen
A user that has limited access but needs to be able to filter from the main screen not just start date and end date - it needs further drill down options
1 vote -
Expenses | Navigation - Hold filters when processing expense claims
Currently, when filtering expenses by name, the settings reset to default each time an expense is opened and closed.
Please update it so that the filter settings remain active, eliminating the need to reapply them for each expense viewed.
Also, please add a date filter setting
2 votes -
New Invoicing - Reduce lag in items column and change pop up message location
Reduce the lag in items column when searching, it takes too long to search, sometimes up to 4secs! Please also change the location of the pop up message "default contacts have been applied", as when I start a new invoice the pop up message appears in the bottom left, but I'm trying to look at my contact info and enter items. The pop up box lingers too long and covers the information I need to read! This is frustrating every time when creating multiple invoices and I have to "x" the pop up message away each time, which then causes…
6 votesAppreciate your feedback here, we're currently working on some updates to the line item grid where you enter the detail of your invoices and the 'Item' field is located. Part of the work the team are doing in this space should also address issues you've noted in the loading of items when you're invoicing.
We'll keep you updated of this change here.
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Email template | Sales invoice - Ability to remove due date
My client does not want to show due date on the email template on a sales invoice that I send to them.
4 votes -
Bills List View - Add a Notes / Reminder section
Insert a Notes section on the Bills You Need To Pay screen.
For example, I can enter a due date, planned date etc .. but a section for Notes that can include a little reminder for example "confirm A123456 has been delivered"2 votes -
Expenses - Export expense claim receipts
Expense claims - Download all pdfs submitted by employees
7 votes -
Tracking Codes in Products and Services
When setting up products and services codes I would like to be able to add in tracking categories. this will make processing easier, and especially when using import files.
1 vote -
Accept Lightning Payments
Xero can currently accept online payments however most methods have quite large fees and can result in chargebacks. BTC lightning payments have lower fees (almost nothing) and no chargeback risk. The ability to offer customers this would be great.
There are a few SDK's to implement end-to-end lightning payments that are apparently pretty good such as this one:
https://breez.technology/sdk/1 vote -
batch payment show vendor
On the Reconcile screen, the right-hand column has user-generated transactions to match with the bank feed transactions. For Batch Payments, there is no vendor information shown. All it says is "Payment: Multiple Items" and "ref: Batch Payments", two utterly unilluminating bits of information which are of no interest to me. What would be very interesting indeed would be to tell me which vendor was paid by this particular Batch Payment. If I make multiple payments for the same amount to different vendors, there is no way to distinguish them on this screen. This is quite common for us, as we often…
1 vote -
New Invoicing - Selecting Print to trigger autosave
Packing Slips need to print what is on screen. Xero how about you create a rule to check what is in the Packing Slip fields and make sure what is going to print also matches. Don't expect the users to have to check what they are printing actually comes out of the printer correctly.
This is the response I got from my Trouble Ticket on this issue today, which suggests the users "wait a few moments to allow the auto save to complete."
New invoicing is very frustrating, why should we have to wait for something that works perfectly well…1 vote -
Purchase Order - Add new tracking category from Purchase Order
Add a new tracking category from the Purchase Order tracking field dropdown
1 vote -
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
10 votes -
Quote
Quote- Multiple formatting options in the "Summary" section.
In the service delivery business the quotation is also your proposal. Having the ability to use bulleting or numbering as well as bold text or underlining would greatly improve the look and feel of your proposal when the "Summary" section is used to describe and summarize the work or project you are quoting on.
1 vote -
Adding Item Codes
Hi Xero,
I’m experiencing an issue when adding Item Codes to draft invoices. When I enter an Item Code, Xero automatically overwrites the existing Description field with the saved item details. However, in my workflow, I often need to enter a custom description first and then add the Item Code without losing my original text.
Currently, even if I edit the item in Products and Services and leave the Description field blank, Xero still replaces my custom description with an empty field. I have tried manually entering the Item Code, but it either auto-fills or deletes the text I’ve typed.
…
1 vote
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