1606 results found
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Xero me receipts added to Invoices
I use Xero Me to upload expense receipts and assign to a client. I rename the photo of the receipt so that it should be traceable. The expenses are then visible when I create an invoice for that client. All good so far, however, there are two things that could be improved:
There is no option to add the receipt file to the invoice when the expenses are added. Very often clients want to see the original invoice when expenses are charged back at cost.
The expense files are saved in the fie library, however, the names I have given…
3 votes -
Payment service - Ability to test stripe integration
Allow Xero to connect to a Stripe Test account, so we can create a temporary Xero account and test the Stripe integration, knowing completely what it will do with other integrations, how to train staff and manage edge cases of transactions.
1 vote -
Quotes - Add delivery address to quote
Thank you for adding the ability to show both invoicing and delivery addresses on an invoice.
Please may you add the same functionality to the quotes? And as a follow on, if this option is selected at the quote stage, continue this onto the invoice as well when it is created.
Thanks.
8 votes -
Repeating invoice - Placeholders for the reference field
Instead of the currently available [Week] option in the repeating invoice reference field, which only shows the week number of the year, for example '34', instead allow the option for custom text that includes the date. For example to enable the customer to understand that the invoice being sent is for work that was undertaken during week ending 18/08/2024, which you want to display as WE20240818, you could allow something like this in the reference field: 'WE[yyyymmdd]'. This mitigates the issue of customers having to work out the date that e.g. week '34' applies to when reconciling invoices in Xero…
2 votes -
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.
2 votes -
Quote - Create repeating Invoice from quote
Currently, to invoice from a quote = a standard invoice. There needs to be an option to create an repeating invoice also. This is consistent with the request to change a standard invoice into a repeating invoice also.
6 votes -
Xero Analytics Plus | Short term cashflow - Ability to set date range (e.g a year)
Xero Analytics Plus cashflow to show a year not just 90 days.
The current cashflow upgrade from Xero only shows up to 90 day which is weird as in reality you need to forecast for the year. Is this going to be extended to a year like all the other cashflow apps ?49 votes -
Inventory - Increase all item prices by a percentage
An option to increase the price for ALL products in the database by a percentage.
13 votesHi community, our product team have started exploring some improvements in inventory in Xero with the ability to bulk update the sales price of inventory items by a percentage being one they've set their eyes on!
For now, we'll shift to Under review and I'll be back to share more when there's news 😊
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Reconciliation | Suggest previous - Move to top of screen
The "Suggest Previous" check box appears at the very bottom of the screen. This poor interface feature required me to log a support ticket to find it -- after the feature was dropped from an update.
The time needed for me to reconcile tripled without this simple feature. More time was necessary by logging a support ticket.
May I suggest:
1. software updates maintain the existing settings, and
2. place the "suggest previous" at the top of the screen where Users have a chance to see it.1 voteHi Joe, the 'Suggest previous entries' option has always been located at the bottom of the Reconcile screen.
Appreciate why you may want to see this further up the page and we'll get a sense of the interest in this here.
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Repeating Invoice - bulk update of amounts
We are a subscription based business, so it would be great to be able to bulk update repeating invoice amounts. Either by selecting all the ones we'd like to change or by pushing through new inventory/product/service price changes. At the moment we have to change every single repeating invoice and this takes hours and hours!
231 votesThanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
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ApprovalMax - rejected bill email link - allow editing when it takes you to Xero
When we receive an email from Approval Max stating that someone has rejected a bill, it has a link to the bill in Xero. When you open the link, there's no way to edit/amend the invoice from this screen.
Please add an edit button.
Currently, from this screen, to edit the invoice, we need to go to:
Bills To Pay > Drafts > search for the invoice > then edit itToo many additional steps to edit the invoice, it should be easy from that first link.
1 voteHi Kelly, thanks for the screenshots. Seeing as this email is sent by ApprovalMax we'd recommend connecting with their support to see if this is something they can change or would consider extending their integration for. Many of our app partners designed and built their integrations with Xero themselves and are best placed to confirm how this works and make changes to it.
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Hotmail
Please enable Hotmail to be delivered to inboxes not their spam accounts when sending invoices
1 voteHi Aaron, spam filters are determined and set by your email provider. We recommend sharing this article with any of your hotmail recipients that are finding that their invoices are being directed to spam folders. They will be able to update their email settings to add @xero.com and @post.xero.com to their email safe senders list to ensure these get through.
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Batch Payment - Allow the "Reference" field in bill payments to overwrite the reference field in the batch payments file
Currently when creating a batch payment, the bank payment details fields (Particulars / code / reference) are all drawn from the payee's Xero contact details page.
payment of some bills require an invoice number in the bank payment reference field (rather than just an account number), and this also helps to track which invoices are paid for companies with frequent / varied billing + auditing bank transaction list records.
It would be great if either:
a) For a specific bill, Xero reads the invoice number and places this into the "reference field" within the bill payments screen (usually works) AND…3 votes -
Expenses - Ability to request Invoice from user for Company Expense
Would like the option to send a request to an Expense user to submit an invoice/receipt for a Company Paid Expense that has appeared on any of the Company Bank or Credit Card Account
2 votes -
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.
6 votes -
Top 5 overdue customers
In the Sales overview screen, we can see the top 5 Customers owing the most. Is it possible to add an option to change this to the top 5 customers who have the highest overdue balance?
2 votesThere's no way to change the order of the customers owing the most to sort by overdue on the Sales Overview, Chris.
The left column will show the total owing and the right column will show the figure overdue.
However, from this screen you can click to Send Statements where you'll be able to view Overdue amounts high to low (if not shown automatically just click the Overdue column header. 😊
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Reporting Section under Ideas
Financial reporting is a critical business need of any business using software. Its strange that Xero dont have this as a catagory under Small business ideas. Can we add "Reports" as a catagory. Xero is poor compared to quickbooks now so need to udnerstand if its ever going to change or whether we need to move. I will only be able to gauge this if there are lots or zero user ideas on reporting (perhaps its only me that thinks its "ok but not great"
1 voteThanks for submitting your idea here, Robert. Appreciate where you're coming from. Right now, the structure of product ideas categories is similar to the blue navigation within your Xero org so we typically have reporting ideas under Accounting features. Understand how it mightn't be the most intuitive design atm though and this is something that we're considering making updates to. I'll keep you looped in on any change for this here. 😊
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Quote Report - Change Invoice Ref and Date columns to 'Quote'
Reports - Quote Summary pulls incorrect column references. Xero dont accept this is an error and think its a product enhancement.
Currently when you produce a quote report you cannot have a column titled Quote Ref or "Quote date". Xero has a bug which is using "Invoice Ref" and Invoice Date". Obviously for customers of our business they get annoyed that we are sending them reports implying a quote has been accepted and invoiced rather than purely pending. Such a basic error in Xero but they just dont accept the error1 vote -
Xero Accounting app - Save a Quote as a PDF
Hi, it would be good of we could save a quote as a pdf using the mobile app instead of having to login to the desktop version to do it.
5 votes -
New invoicing - Attach .cdr (CorelDraw) and .B2K (Braille2000) files
I run a braille transcription business and must submit braille files along with invoice. I would like to send all from once source, Xero, rather than in a separate email. Attach .cdr (CorelDraw) and .B2K (Braille2000) files (other file types, too).
3 votes
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