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1473 results found

  1. Can Xero please bring back the function enabling the details to be printed with the Chart of Accounts. It was a feature when we converted to Xero, but is no longer.

    7 votes

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  2. I have a client that sometimes has 20+ inventory items on a bill, with similar description, but sizes different. They enter bill in a logical sequential order, but when you add them to the invoice, all to same invoice, its not split between different customers, the items are in a different order with no order, not even items code. IT frustrating client in the process to reorder the items it taking much longer

    1 vote

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  3. 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 ?

    4 votes

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  4. A few things I've noticed that annoy me that I think could be tweaked;

    • Duplicate bills screen is a complete waste of time in its current state. Either change the parameters for what flags as a duplicate (ie - if it's the same amount, it should also be the same date, or check for duplicate reference numbers attached to the same supplier). Also give the option to ignore all duplicates from certain suppliers or if something appears, an option to never remind for this supplier & amount again.
      Also there's a button to provide feedback that doesn't work.

    • The new…

    2 votes

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  5. Currently Unallocated Expenses in Xero projects just show the item line description Which can make assigning to an estimated expense difficult especially when you have "Delivery Charges" I propose a change so that once an expense is allocated to a project and falls into the unassigned it shows the name of the supplier

    7 votes

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  6. 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

    11 votes

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  7. Just wanted to feedback some issues found during brief testing of Hubdoc (as potential replacement for Dext; we'll not be proceeding at this stage) ... here's what we found:
    - different naming conventions - “Credit Note/Refund” equivalent (not sure what it is?) not as intuitive
    - for multi-line entries, it doesn’t tell you what the remaining balance on a bill is (it does provide running total of lines entered but requires external 'calc' action)
    - clunkier on mobile phone - have to log in each time whereas Dext is just snap and go
    - no option to do multiple page…

    1 vote

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    Appreciate your feedback, Rich. It really helps if each idea you is raised separately. This way others know exactly what they're adding their vote for here in community, our product teams can get a sense of interest in a particular feature and we can keep users updated if there are plans made specifically for that functionality.

    In terms of your ideas here I see you've titled your idea to reflect the first point you've raised, it looks like there are a few existing ideas that relates to items you've mentioned, otherwise you're welcome to start a new idea for each other point. Thanks

  8. An option to see how many 'days' due in preview section for the new version of invoicing

    Could we have an option in xero please to select 'due 30 days' from when we approve/send an invoice ?
    In the classic invoicing when you preview it (before approving and sending it) it would always say how many 'days' it is due as well as the 'due date' this helps as we expect payment within 30 days of the customer receiving the invoice not 30 days from the invoice date.

    7 votes

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  9. 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.

    10 votes

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  10. I think being able to connect a barcode scanner to xero to allow users to create a new invoice and scan items to have them appear as line items would be very beneficial to many customers. A lot of people use xero to resell items and if i could create a new invoice and instead of manually type everything, to just scan the UPC and have the item pop up would help prevent human errors

    2 votes

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

    5 votes

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  12. A report to see how much each staff member is billing out per month. There are similar reports like the write on/off report but it doesn't seem entirely accurate.

    1 vote

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    Hi Eilish, is there are particular way your staff are recording how they bill customers through your Xero organisation atm? - e.g are you using Projects, or Tracking?

    As you noted there maybe a report that we an suggest that'll fully serve your needs in this here.

  13. Permanent inventory item on a specific invoice template

    For example, we are an automotive repair shop
    If I was to have a specific invoice template for 'vehicle servicing' and would like every service invoice to come up with Sundries and Freight automatically

    This would be a great way to save time as well as making sure everything is being charged out correctly

    10 votes

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    Hi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.

    On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here. 

    As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill…

  14. Allow invoices to still be emailed when using e-invoicing

    2 votes

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

    4 votes

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  16. Overseas Borrower Student Loan repayments have different payment dates (30 September and 31 March), there is currently no functionality within Xero Tax (NZ) to manage these payments. I understand it is not possible for the system to calculate the repayment amounts as these are determined based on the loan balance, but if there could be an override amount like for Provisional Tax that would be useful, instead of having to track these borrowers manually.

    8 votes

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

    3 votes

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  18. For the existing Tax & reporting tile on the dashboard, it would be good if the Activity Statement included an indicator for when the next one is ready to be prepared and submitted.

    2 votes

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  19. The 3 Project categories at present are Draft/In Progress/Closed. I would like another category called "Invoiced" so I could see which projects have been invoiced and are waiting for payment before we close them.

    3 votes

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  20. 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

    8 votes

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