1497 results found
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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 -
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 -
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 -
New Invoicing - Option to apply credit when using 'Approve and add another'
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 -
Reporting: Archive Custom Reports
In the custom reports menu, if you are no longer using a report but may need it again, the only option is to leave it there or delete. There is no option to archive the report. It would be good to have this option in case you need to refer to the report later.
5 votes -
Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
Can there be a system setting which controls the default option on Invoices for the Approve button.
It is currently Approve & Email and we would like to have the default as just Approve.If it was a system setting companies could chose best option for them.
403 votesHi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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New invoicing - Allow invoices to be emailed when using einvoicing
Allow invoices to still be emailed when using e-invoicing
2 votes -
NZ tax- Student Loan overseas borrower repayments
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 -
Contacts - Ability to bulk Archive contacts (Export/Import)
The ability to bulk archive Contacts via exporting a CSV, deleting contacts and then re-importing those that should stay.
3 votes -
Dashboard - Tax & reporting to include when an activity statement is ready to prepare
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 -
Projects - Add "Invoiced" to Categories.
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 -
Document Packs - Ability to include Audit Certificate for E-signing
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 -
Bills List View - Remove 'View' column from the default layout
There is a new completely unnecessary and annoying column named "View" in the Bills reports. I can switch it off each time I open that report, but I would like to reset the default so it doesn't come up ever. To view a bill all I have to do is click into it, so the extra visual of the EYE is just very irritating. It isn't an issue with the Invoices.
2 votesSorry to hear you find the view option an irritancy, Adrienne. This was developed based on customers feedback who wanted to be able to view more intricate detail of bills on the fly without having to navigate away from the list view.
I want to be open that we don't have any plans for removing this, but will continue to track and gauge interest around this through your idea here for now.
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New Invoicing | Send - Copy & paste formatting
When pasting content from a Word document that has bullet points and other basic formatting, this formatting is lost and you end up with one large block of unformatted text.
All our invoices have terms and conditions pasted in depending on the application of our products. We have to switch to Classic Invoicing where the formatting functionality still works, before sending the email to the customer, .
Please resolve this urgently before phasing out Classic Invoicing.
An example image is attached with a short portion of our terms and conditions to show the non-existent formatting.
4 votes -
Supplier Credit Notes - Search feature when applying credits
Being able to search for original bill to apply credit against rather than scroll through whole list of open bills. This will save a lot of time & errors.
2 votes -
Projects | Task Description to be used on Tasks & Expenses Invoice
In Projects - the tasks we add 'time entries' to and then invoice are set up in "Products and Services" screen. We would like the description entered in the "Products and Services" screen to flow through to the invoice when a "Tasks and expenses" invoice is raised. Currently only the Task Name goes into the Description box on the invoice but this is not adequate to send to the client. Typing over the top of the description is a waste of time and we do not want the time entry description to flow through as this is often too brief…
4 votes -
New Invoicing - Set contact when copying Purchase Order to invoice
I often copy from a Purchase order to an Invoice, with the new Invoicing set up, it automatically populates the customer field with the Supplier name, can this PLEASE be changed to same as classic with a blank field so we can enter the custmer details in ourselves, it is most annoying and has often caught our office out sending invoices to suppliers.
1 vote -
Quotes - Ability to archive quotes
I am trying to archive legacy quotes - I have followed your instructions but when I highlight the selected quotes, there is no option button for archive?
We want our quotes section to a more true reflection of the current business activity but at the same time do not want to have to delete legacy quotes. There is a need to archive similar to Inventory feature.
6 votes
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