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1476 results found

  1. We use tracking categories of building jobs. It would be great to archive the tracking category once the job it complete. Allowing a P&L by tracking category report to only show active jobs.

    118 votes

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  2. 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

    20 votes

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    Hi 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…

  3. Xero Projects - have the ability to add a Customer Sales Order to the Project, and this defaults on the Invoice Reference field when we invoice the project at the end of each month.

    2 votes

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  4. Send an email when a draft invoice (or bill) is created automatically.
    When a draft invoice is created automatically, I want to be notified. By definition/design, it needs human attention before getting approved and issued. So I would like a human to be told it has happened.

    5 votes

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  5. It would be better is the invoice reference could allow for input of longer names, without scrolling, so it's all on one line on the invoice.
    Currently, the invoice number character length and the invoice reference character length are the same, which seems odd, as usually the invoice number is just a few characters, but the invoice reference can be long (project name, case name etc)

    13 votes

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  6. When making a bill payment using open banking direct transfer from bank account, it would be nice to be able to schedule the payment - currently there is no ability to do that.

    18 votes

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    Hi everyone, we have some updates in the UK with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This helps to avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.

    We know there are users from others regions also interested in the idea here and we'll share if there are any updates for expanding similar functionality in other places. 

  7. Automate 'send me a copy' on invoices.

    Have the option to automatically select 'send me a copy' ticked when creating invoices/repeating invoices.

    123 votes

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  8. Receipts sent to bills do not require due dates, having to have them as a compulsory item wastes a lot of time. Can you make this an Option?

    Constantly having to fake a due dates and re-approve is not needed for 60% of bills.

    2 votes

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  9. Combo packages as in the required ladies, lawn mower lady weed eater lady trimmer lady and the rakers

    16 votes

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  10. Ever since Xero updated the online view to hide invoice info, I get one or two clients a month asking me what they're being billed for.

    Of course all they have to is click for details, but users are funny that way... they're not seeing it, and there's really no good reason to have this info hidden. I wish there were at least a setting to show them as expanded/visible by default, or even just have the first bit revealed so people would notice that they can click to expand.

    As it stands I have people who think I'm invoicing…

    2 votes

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  11. We would like to upload a batch of customer refunds via csv instead of going in one by one to do a refund per customer per invoice.

    4 votes

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  12. The ability to edit including remove header from invoice cover note (that is company name, invoice amount, due date and invoice number).

    2 votes

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  13. Automatically captures each line items as indicated in the bill when sending bills directly to draft using Xero Bills email link provided

    18 votes

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  14. Love that the sales tax uses Avalara, please add that functionality to bills too, to look up consumer use tax. Thanks!

    1 vote

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  15. 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

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  16. For a food wholesaler, product prices can change weekly. Select each draft invoice & bulk change product prices

    10 votes

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  17. 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

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  18. My company operates from multiple sites. Would like the ability to customise the purchase overview page, so you can filter on the sites

    1 vote

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  19. 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

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  20. 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

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