1491 results found
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Bills -Use Avalara for Consumer Use tax look up as well
Love that the sales tax uses Avalara, please add that functionality to bills too, to look up consumer use tax. Thanks!
1 vote -
Cashbook - Compatibility with Bill.com integration
Enable the "bills" object (behind the scenes) so that the standard Bill.com integration with Xero can post PAID bills into Cashbook for bank account reconciliation. I spoke with Bill.com today and even they did not realize their integration will not work with Cashbook. We have a number of families we use Bill.com to pay their bills and Cashbook for bank recon and reports. We were shocked to learn the integration won't work and are now scrambling for a manual export/import work around but that won't scale with our client base.
2 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…
3 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
18 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…
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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.9 votes -
Invoice - Show delivery address under business name
In the Standard Invoice template - the delivery address currently shows in the middle column, rather than under the name of the business. This is confusing if a business has multiple locations, with one centralised billing address. It means that the centralised billing office can't easily see which location the invoice is for/items were delivered to.
It would be better to show the delivery address under the name of the "To" so it's obvious which location the items were delivered to with the name and the corresponding details of address and contact person.4 votes -
Customer statement - add customised due dates
Customer statement - with a customised due date option.
The option to be able to email customer statements directly from Xero with a customised due date. Eg. Selecting email customer statements to 30th June and only invoices that are due up to the 30th June are generated and emailed (rather than everything that is invoiced on their customer card which in our case could be up to 12 months in advance).
4 votes -
Hubdoc - Link bills uploaded from Hubdoc to Purchase Orders in Xero
We publish a large quantity of bills from Hubdoc to Xero. To implement a purchase order system we will need to be able to link these bills from Hubdoc to Purchase orders created in Xero. Otherwise Hubdoc is not really of use to us and will make the work load more.
13 votes -
Navigation - When copying text into a field, pressing 'tab' shouldn't delete it
Please allow us to press tab after pasting text into the box, for quick copy/paste. Currently, if you add text and then press tab, it removes the text completely. You can only add the text and then click out of the box for it to stay.
3 votes -
Dashboard - Show difference between total Invoices Awaiting Payment and Bills You Need to Pay
On the Dashboard can Awaiting Payment, Display Current Month and Future as Two Separate Lines. At first glance we want to see what is happening this month, for example are the Receivables greater than Payables this month. Currently the Totals include all future Receivables and Payables. This is difficult especially when Directors are viewing via Mobile, although it's still a problem via PC.
2 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.
4 votes -
Chart of accounts | Print - Include descriptions
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 -
Billable expenses - Add items to Invoice in the same order as the source Bill
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 -
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 ?4 votes -
New Bills - Feedback
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 -
Quotes - Line numbers for items in quotes
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 -
Payments - GoCardless integration that supports their new installments feature.
GoCardless and Xero integration that supports their new installments feature.
8 votes -
Hubdoc - Use consistent naming for transaction types
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 voteAppreciate 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
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Statements screen - Add invoice number
When showing a list of statements to send (from Business - Invoices - Send Statements) from Send Statements, can the invoice number be shown on the screen so sorting can be done on invoice number. Also the date of the invoice would be handy as well to give an idea of when first looking at the front screen as to how old they are. It would make choosing and sending quicker and more efficient.
2 votes -
New invoicing - Ability to set 'days due' when sending invoice
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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