1642 results found
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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.
4 votes -
How to make Xero projects report in Zoho Analytics
I have Integrated the Zoho Analytics with Xero through the Import Service in Zoho Analytics. But I am unable to fetch the Xero project module data, rest other modules data I received in Zoho Analytics.
Please let me know how i can get the projects module data also. So I can create reports over Xero project module in Zoho Analytics , and can include this report in the dashboard which I have created in Zoho Analytics.1 voteHi Stefano, we have an API ideas forum where these sort of integration requests are best suited. I'd recommend starting an idea for this across there where we have experts and a community that have the knowledge to review and keep you updated of any changes for this, there.
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Invoicing | Payment - Show invoice details by default
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 -
Sales | Refunds - Ability to process in bulk
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 -
ability to edit including remove header from invoice cover note
The ability to edit including remove header from invoice cover note (that is company name, invoice amount, due date and invoice number).
2 votesHi Jacqui, when you refer to the Invoice Cover note would this be the email that is sent to the customer or within the attached invoice (online or PDF). If the latter you can use Invoice templates to customise the look of an invoice to your customer.
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Email to Bills - Create rules for automating the entry of line items
Automatically captures each line items as indicated in the bill when sending bills directly to draft using Xero Bills email link provided
18 votesHi team, we appreciate the idea here is more surrounding the ability to create rules to help curate the automated entry of data in bills created via the email to bills process.
However, I did just want to confirm the existing options that are available to help with the automatic entry of your bills as there are multiple paths you could explore.
As per this idea, in it's current form email to bills will use the data of your emailed file to automatically create a bill and fill fields.
There is also Hubdoc that you can connect to your organisation and use to publish bills to your organisation, and most recently we introduced Upload where you can upload multiple files to Xero at once to create multiple draft bills.
We don't have any plans around expanding email to bills to add the ability to set rules. but we'll continue to…
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Remittance Advice - Send multiple advices without using Batch Payments
Currently remittance advice can be sent based on payments. It is not possible to send multiple remittances at the same time without using the batch payment method.
As we have a lot to send, is it possible to look into some ways to send some remittance advice in a more efficient way for cases like with several payments to one person or multiple advice to multiple receivers? Or any automation for regular ones? Instead of downloading PDF one by one / sending email by payments one by one?
49 votes -
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 -
Invoicing - Ability to bulk update product details within draft invoices
For a food wholesaler, product prices can change weekly. Select each draft invoice & bulk change product prices
10 votes -
Invoicing - Template invoice including an inventory item
Permanent inventory item on a specific invoice template
For example, we are an automotive repair shop
If I was to have a specific invoice template for 'vehicle servicing' and would like every service invoice to come up with Sundries and Freight automaticallyThis would be a great way to save time as well as making sure everything is being charged out correctly
11 votesHi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.
On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here.
As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill…
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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 -
Customise purchase overview page
My company operates from multiple sites. Would like the ability to customise the purchase overview page, so you can filter on the sites
1 voteHi Liz, when you refer to sites would you currently be using Tracking in Xero to monitor this information?
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Customer Statements - Include prepayments
Customer Statements - Would be good if customer statements could include a prepayment balance somewhere on the statement. My client receives a lot of prepayments and would like customers to be able to see at a glance their remaining credit.
17 votesHi team, wanting to jump in to provide a little clarity as there are 2 different points arising through this idea.
Currently, customer prepayments will only be shown on a customer's Activity statement, not Outstanding statements.
The way prepayments work in Xero, these only impact the Accounts receivable once it's applied to an invoice, therefore they don't impact the total of the statement balance.
If you want to impact the total balance, you may want to consider entering these sort of payments as Overpayments in your account. You can read more on how this works in our Xero central article.
To be open here, we don't have any short term plans for changing how these transaction types are treated in statements.
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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 Payments - Create ABA direct debit files
Functionality to export ABA files for invoices owing, i.e. direct debits
20 votes -
Xero Inventory Plus: Purchase Order Templates
In Xero I’m able to use my purchase order templates that I created with docx.
I was hoping to keep things consistent when generating POs from XIP. I don’t see that I can alter the templates.
3 votes -
UK VAT - Ability to enter VAT-only invoices
VAT Only Transactions - Xero to remove needless restriction to have VAT amount less than line total. This will allow posting zero net with VAT amount to 20%EXP VAT code with a total equal to the VAT total without having to reply on VAT on imports tax code.
3 votesHi community, we don't have any plans to remove change the behaviour here. However, to confirm you can enter a 100% VAT invoice and we have an article that details how to do this. Essentially, you'll enter the invoice using two transaction lines, which when followed will:
- Show a 100% VAT total on the invoice
- Have 0.00 effect on the account code balance.
Please note that both lines will show on the invoice PDF.
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Shopify - Connect 2 stores to one Xero Organisation
We have 2 Shopify stores, one for our wholesale customers and one for consumers, however, unfortunately, we cannot connect both to Xero, which is extremely annoying and causes a lot of work for us behind the scenes. Connecting both will mean a more streamlined experience and make our Xero world much easier.
3 votes -
Online Invoicing - Auto attach PDF of invoice when saving as Draft
I've noticed that Xero is retiring classic invoicing, and that the Xero to Xero link option is not available in New Invoicing. Xero to Xero is an important feature for many of our clients especially in groups where there is intra-group invoicing with many items on an invoice this saves a lot of time! Please add Xero to Xero to new invoicing. I also want to ask if Xero to Xero can please automatically attach the pdf version of the invoice to the bill created in the opposite entity as this does not happen automatically.
5 votesHi Michael, we have an idea for Xero to Xero in new invoicing and want to be open that this isn't something we'll be building into new invoicing however there is still a way to use this feature. You can have a read of my full post on the idea.
In relation to your second idea around auto attaching the PDF of an invoice when it's created as a bill in the recipients organisation. I'll slightly amend your idea for this here and we can get a sense of the appetite for this.
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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
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