1502 results found
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Invoice / Bill - Copy to a Credit Note
Hi,
You can only create credit notes to Invoices or Bills if these aren't marked as paid on Xero, or by creating them as new items from contacts or using upload via Hubdoc.
I think it would be beneficial to allow the creation of credit notes from bills or invoices that are already paid. Very often, there is a requirement for a credit note to be created when the bill/invoice is already paid. Adding the feature to allow creating credit notes based on the information already recorded on paid bills/invoices would save a lot of time in dealing with creating…
102 votesHi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
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Inventory - Export selected items, instead of the whole list
I would like to be able to bulk edit a select, small number of products and/or export them to CSV for editing and re-importing.
We have 4000 SKUs, and if I want to edit 20, a simple bulk edit feature would be very useful. The CSV is unmanageable and needs to be split up for re-importing. It makes a huge task when it needn't be.
1 vote -
Batch Payments - View paid bills as a batch, instead of individual bills
View paid bills in the batch payment total insstead of each bill paid under the paid tab of the pay bills function.
1 vote -
Quote/Invoicing - Job Workflow
BETTER WORKFLOW FOR QUOTES/DELIVERIES/INVOICING:
If we could get the actual flow for how the paperwork per Job can be produced!1.I always start with a QUOTATION: this doesn't always need to be sent to a customer at all as it could be raised by way of a telephone conversation, etc,et. This is logged as a Job manually in a Workbook.
2.If the customer agrees and some do use PO numbers then when we go to accept/confirm, this is when we need the ability to enter Their PO number or some other confirmation that can be proved, this may take the…1 vote -
Short term cashflow - Ability to set a predicted date for credit
Ability to include a prediction date for the credit to be taken without allocating to an invoice as you can currently do with customer invoices.
Credits to be included in cash flow calculations when not allocated to a specific invoice.1 vote -
Xero Accounting app - Automatically assign the next Purchase Order number
When using the Xero app from your phone, to have the Purchase Order numbers auto generate the number.
Currently, we have to look back and previous purchases to find the last used PO....unless you have a great memory. And then, while creating a new purchase order, we have to enter the new number.
Currently, we also need to select as an optional detail, the order number. It would be nice if the app created a new PO number, sequentially from the previous PO issued.
The two attachments show when creating new PO, the first screen. Then I need to add…1 vote -
Xero Expenses - Search Projects by code
Currently when we are submitting expense claims we have to scroll through all our past projects to find the project we need to assign an expense to. We would like a simple search bar placed at the top of this list so we can start typing and the relevant projects will come up as an option.
3 votes -
Quotes - Include reference in quote acceptance email notification
Ability to include the reference with quote acceptance email. Currently the email notification only has the account name and quote number.
1 vote -
Bills - Categorising hire purchase or loans from aged payables
Having the option of when adding a purchase invoice which is for a hire purchase or a loan agreement, then Xero automatically removes the aged payable balance from the listing and posts to a Hire Purchase/Loan nominal code to avoid having HPs/Loans in the payable listings - I know that this is a feature that other accounting systems have, such as FreeAgent.
1 voteI know it's been some time since you first started this idea, Harry. There's been lots of discussions from other users on Xero Central about recording Hire purchase transactions, and if you're using Xero's Fixed Assets you'll find steps on how to do this in our article here.
There's no logic in Xero to automatically detect where a transactions is for hire purchase or a loan, however if you've set up a liability account that you can record these sort of transactions to, it's a simple process of choosing this account when recording the transaction in Xero.
Tbh we don't have any immediate plans for changing how this works in Xero for the short term.
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Foreign currency budget report
It would be useful to be able to have a foreign currency budget and then be able to report against the P&L in the same foreign currency.
4 votes -
Multicurrency - Automatically update prices for currency invoices
When generating quotes or invoices in foreign currencies, the amount should get automatically converted based on the current conversion rate. At the moment this needs to be done manually as the system just changes the currency without actually converting the value. This can be quite tedious if there are a large number of items or prices in an invoice.
2 votes -
Purchase orders - Expand Overview columns to fit the width of the page
Please change the table view on the Business --> Purchase Orders (Purchase Order Overview) to be the same as the Invoice Overview, which expands to fill the width of the page, as the current Purchases Overview is truncated and you cannot see pertinent purchase order details; like the PO name as an example.
5 votes -
Allocate Credit - View total at top and option to sort
It would be nice if the "Allocate Credit Balance" screen could be changed:
Sometimes there are a lot of invoices to be matched to one overpayment or to one big credit note. The practice is to allocate the credit towards the older outstanding invoices, first. The credit total available to match, is shown at the bottom. This means you have to keep scrolling to the bottom to see what amount is still left to allocate. Can you please show the Remaining Credit to allocate, at the top as well please? And/or show the older invoices at the bottom with the…2 votes -
Inventory - Column to show date of last price update
Inventory - have a column on the main products/services page that shows when the last price update was made so able to know if the latest price is shown. Would feed from the individual product/service item. Would be super helpful to know for tradespeople so they know they are charging the items at the latest price.
2 votes -
Dashboard - New updated "look" and Shortcuts to main features
I would love to see a newer updated "look" similar to what Freshbooks or Quickbooks Online has. They have a very streamlined look. I like how they have the tabs on the side that say "invoice" and "expenses" without having to go through the dropdown menus.
3 votesHi team, while not a solve for an updated 'look' of the dashboard we wanted to make sure everyone on this idea was aware of some of the shortcuts that can help you get around and create transactions from many screens.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features such as bank accounts, the files library or reports. See more on these in our help article here.
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Invoicing - Import discount as an amount when importing invoices
When importing bulk invoices, have the ability to upload discounts as a dollar amount and not as a %.
5 votes -
Xero Me | Expense - Only show Customers & Projects not all contacts
We use Xero Me to upload expenses incurred by our employees.
When we "Select Customer or Project" (if projects enabled), all contacts are shown, not just "Customers" which can be a long list when you have customers and suppliers with similar names.
Can the list be restricted to just customers?
Thanks,
Nev2 votes -
Reports - Inventory Item details report to include columns for Item code and tracking
Report - Inventory Item details to include columns for Item code and tracking, or Account transaction report to include Item code and quantity.
8 votes -
Notification - Include Link on New Expenses Claim
The Notifications bell alerts for new Expenses to review, however clicking on the notification only brings up the same message as a popup. The popup does nothing but display the same text.
It would be great if the notifications actually provided a link to take you to the Expense that needs reviewing, rather than having to navigate through the menu system to find Expenses to Review.
Screenshots provided of current notifications.
2 votes -
Sales - Complete POS solution
Hi i can't believe you don't have a POS app tablets for use in cafes and shops. a quick google api for databasing while offline and it would be solid as. you only need to support a handful of thermal printers and cash draws. just look what vend is doing. it would be a huge product if deployed correctly
3 votesHi Douglas, while we don't have a POS app ourselves you'll find Xero integrates with many different POS solutions, including Vend. You can explore the range of these on our App store.
We don't have any immediate plans for expanding into this area atm, but we'll keep tracking the interest of this here and share if there's any plans made. Thanks
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