1621 results found
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Sales Invoices - Ability to collect an electronic signature
It would be great to send an invoice to a client to be signed electronically, and on signing, the signed invoice is automatically attached to the invoice in Xero.
59 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.
6 votes -
New Invoicing - show 4 decimal places on invoice (i.e. R44.1309)
I want more decimal places on the Line Amount and Invoice Total to display as follow:
1.7568 x 25.12 = 44.1309I can get it to show 44.1300 but I want to set it up to show 44.1309
4 votes -
Invoices - Add invoice number when invoice is Approved
Recently found out that draft invoices are assigned a number once created, even if they are eventually not approved and deleted.
For accounting reasons in Spain, the numbering on all invoices presented has to be consecutive and the fact that draft invoices are assigned a number from the same sequence causes a problem. So basically if a draft invoice ends up being deleted, then when presenting the invoice list to the tax authorities, there is a number missing, which could cause a problem.
My suggestion would be that the sequence number is not assigned until the invoice has been approved…19 votes -
4 votes
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Email Settings - Contact Name Placeholder to include additional person
It would be great if the Contact Name placeholders could populate the name of the individual person receiving the email rather than just the primary person for a contact.
ex. I have a contact name for a child with the primary person being Parent 1 and additional person being Parent 2. Would love if the Contact Name placeholders could address the email to each Parent 1 and Parent 2 independently instead of just addressing Parent 1 in both emails.
5 votes -
Bills - Automatically open a new tab when adding a bill
Xero made a change when adding bills at some point last year.
Before, when you clicked to add a new bill, it would automatically open in a new tab, really handy when adding multiple bills to a specific supplier.
Now, you have to right click on add a new bill to open a new tab otherwise you have to keep going back to contacts to re-find the supplier in order to add another bill.
Not sure why this needed to change as it was far more user friendly and was quicker to add bills before.
1 vote -
Invoice - Option to customise view of email
The ‘fresh new look’ you have decided to give invoice emails is garish and on the verge of being offensive/pushy - WE ARE NOT A FAN! - and we have been told that this cannot be adjusted!!!!!!!!!!! - REALLY!!!!!!???? - not impressed!!!!! - give the option to amend this or put it back to as it was, please!!!
4 votesSorry to hear the changes are not to your liking, Oliver. While we won't be changing back I can definitely share any specifics that you'd like to see changed. Can you give me any more detail on what it is about the new look that you don't like?
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Invoices - Enable deduction of withholding tax
A type of tax code should be possible in which the tax is subtracted from, rather than added to, the invoiced amount for that line item.
Rationale: Many countries require that a foreign supplier's invoice be subject to withheld tax if the supplier doesn't have a satisfactory tax treaty entitlement.
Example:
We use a reverse-invoice process for our Australian supplier to record payments due to them based on our activity. This activity often attracts a royalty fee that we must pay.
The UK requires us to withhold 5% of this royalty fee, and pay this over HMRC quarterly.
To create…
28 votes -
Bank feed - Bank Five Nine
Add bank five nine to your list of banks you work with.
4 votes -
Invoices and Bills - Mark with a "Delivered" status
After sending out an Invoice and it has been paid, it would be useful if that invoice could have an additional status, indicating (1) that the goods have been "despatched", then (2) later as "delivered"
Similarly, on a Bill, After the bill has been paid, it ships, and it would be useful if the bill could be marked as (1) shipped then (2) later as "received".
And in both cases, there is an associated shipping document, such as Air Waybill Number and associated shipping agency. The AWB can be further enhanced to provide a link to the tracking service provided…
4 votes -
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…
106 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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Invoices/receipts - 'Next' option when viewing attachments
When you've uploaded multiple receipts/invoices to a transaction it would be useful to have a "next" button to go through all the uploads rather than having to X out and click individually into each attachment. For example expenses. This will save time reviewing
1 vote -
Purchase Orders - Email notification for approved purchase orders
Set-up an email notification to alert users when their Purchase Order has been approved
18 votes -
Projects - Automatically add project when starting timer
If im in a project and i start the timer i still have to tell it which project im timing (find or choose a project) Seems logical for it to automatically populate the field with the project im currently in...
1 vote -
Customer Statement - Show links to credit notes
Please can the hyperlinks to Credit Notes appear on the statements of customer accounts? We have so many queries to send credit notes after statements are sent out because there is no hyperlink to it on the statement, time consuming and unnecessary.
4 votes -
Customer Statement - Filters in statements page and option to exclude customers
The ability to mark customers to exclude from sending statements, or add more filters ( including customer groups) in statements page, which will help to find correct group of clients to send statements. This will simplify collections process.
10 votes -
Bills - Hide archived items when creating repeating bills
Whilst creating or editing "normal" bills, archived Products and Services don't appear in the Item pick lists to choose from. However, when creating or editing Repeating Bills ALL the Products and Services appear in the Item pick lists, irrespective of whether they're active or archived.
With many Products and Services archived (we have to renew them all annually), this makes the resetting of our Repeating Bills very labourious and makes the chances of making errors many times greater, as we can accidently choose archived Products and Services.
This looks to be a bug in the system that needs rectifying quickly.
3 votes -
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 %.
6 votes -
Cheques - Print cheques for Canadian companies
Set Cheques up properly for Canadian Companies.
Canadian companies should be able to print cheques properly at the bottom, and we should be able to use blank cheque stock.
4 votes
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