1473 results found
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Analytics plus | Business Snapshot - Ability to change headings
It would be great to have the ability to edit Headings in Business Snapshot in Analytics-Plus as I work for a charity and having commercial terms (such as profit and loss) are not really helpful in a Charity setting.
2 votes -
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 -
API - Assign a Project to an Invoice line via the API
Via the XeroAPI, assign a project to a line item on an invoice.
Looking in both the invoices, and projects APIs I can not see how to do the assigning.
Also, If i assign the project from with in the Xero website, and GET either the invoice or the project, neither response seems to have the assignment.
First raised by Chris Chase on the community archive: community-forum-archive/discussion/118540025
10 votes -
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 -
VAT rounding issue - avoid manual edits on Xero
We have to regularly edit invoices from specifics suppliers to correct pennies in the VAT boxes to ensure these match. Using up valuable and unnecessary time.
We use another software with another company that gets this spot on every time, but considering we pay for Xero we felt it would be helpful to get the VAT extraction down to 100% accuracy.
3 votes -
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 -
Invoices / Bills - Option to copy line above
Whilst doing multiline bills and invoices we need a key stroke shortcut that copies the line above to reduce time taken to enter data. I was used to this in sage. I REALLY miss it. Please!!!!
53 votesAppreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
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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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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 -
Bills - Capture energy usage data when inputting utility bills
Capture energy usage data such as electricity kwH and gas MJ, or actual CO2 emissions when inputting utility bills. This would be beneficial for SMEs who may need to calculate carbon emissions - increasingly being asked for this by larger clients with net zero targets and/or are calculating their Scope 3 emissions.
3 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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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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API - Add quote sending
The Xero API will let you send an invoice by email - https://developer.xero.com/documentation/api/accounting/invoices/#emailing-an-invoice
There is no equivalent functionality for Quotes, each needs to be send manually. This endpoint should be added in as well.
15 votes -
Dashboard - Awaiting Approval in Bills Section
Add a line item/total for 'Awaiting approval' to the 'Bills you need to pay' section of the Dashboard.
20 votes -
Invoices and Bills - Use cursor keys instead of mouse or tab
Include Alt+Key options for cursor positioning rather than having to use the mouse or Tab Key. eg Search, Save, Save and continue, Approve, Approve and add, etc
9 votes -
Purchases - Ability to apply a deposit
Deposits on Sales and Purchases - will this ever be possible in Xero? The workarounds are fine if you have a few deposits to keep track of. But what if you have many? Like my Art Gallery client where most art is sold on a 'layby' system. The layby isn't recorded as a sale until it is fully paid. The customer makes multiple payments. There is no way to directly link the payments to a pending sale. They all coded on-mass into a prepayment liability account. The only way to keep track of payments is a spreadsheet which is time…
3 votes -
New invoicing | Payments - Auto populate FX rates
To have the Xero Fx rate populate automatically, show up as a suggestion, or be able to be selected via drop-down list within the Payments screen when Fx is involved. Currently you have to open a new tab, go to settings/currency, enter you date and then copy/paste the Fx rate.
1 voteHi team, while this isn't in our plans right now, we'll track interest in this here and share if there's any change.
If coming across this idea you feel this'd be useful to you too, make sure to add your vote.
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Invoicing - Mandatory contact details
Set a particular contact field (e.g. account number) as a mandatory field, so that an invoice cannot be issued without that field having been added to the customer account.
9 votes -
Shopify - Multicurrency support
Xero and Shopify integration - Currency should not be an issue to connect both apps, foreign currency should be taking into consideration. A company can be having sales in different currency to different country. Xero and shopify please look into this issue to ensure the integration doesnt limit by the based currency for both apps.
4 votes
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