1645 results found
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Project supplier invoices
Scenario - Multiple projects open. If materials are purchased at eg a builders merchants for mutliple projects on one invoice/receipt, it's not possible to allocate the spend to individual projects which is madness. It seems that the total invoice/receipt must be assigned to ONE particular project. When materials are bought, it's often far cheaper to buy them in bulk, hence buying for more than one project at the same time. It should be possible to therefore assign individual lines on the invoice to a particular project (a bit like tracking).
5 votesHi Clare, if you're adding an expense from within a project, it's expected that the expense you're creating is related to the Project you're in. You could create a Bill within the Bills to pay area where you can assign individual lines of your bill to different Projects.
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Repeating Invoices - Copy option
Repeating Invoices - ability to copy existing repeating invoice.
Reasons:
- Temporary Discount rewards (Scenario 1 below)
- Previously agreed future price changes
- Similar fee package for another client on a recurring basisScenario 1
- Client signs an ongoing recurring contract Monthly Fee = $1,000 (for illustration purposes):
- Client sends us a referral, so we discount their fee 10% for the next 4 months (update current recurring amount to $900)
- After 4 months client's fee will return to the previously agreed amount (create brand new recurring invoice, keying all the same information in, but removing the…14 votes -
Projects | Timer start and finish time
Project Timer - it would be great when using the timer for it to automatically enter actual start time and end time into the time entry, rather than just a duration.
6 votes -
Xero Expenses - Multiple images per expense claim
Xero Expenses - In multicurrency expenses there is currently no ability to add more than one image/PDF to an expenses claim.
We have many employees who travel for long periods of time or for certain jobs and need to be able to submit one large expense claim with multiple line items and also provide a photo/PDF of receipts for each of these items. But currently you can only upload one image per expense claim.On top of this there is no ability to set a different currency as the default currency for specifics employees which would be a helpful feature…
58 votes -
Invoicing - Add optional donation
Allow charities to add an option for customers to make a voluntary donation when paying their invoice.
When making a payment through the pay now link, they would be able to add an additional amount as a donation, if they choose to.
7 votes -
New invoicing - Make item code mandatory
To have the option to make the selection of an item code compulsory when issuing a sales invoice from Xero.
2 votes -
Credit Note - Ability to view contact when in the allocate Credit Balance Screen
When a credit note is approved, the next page that pops up is the Allocate Credit Balance screen. This screen does not state who the customer/supplier is, and when creating multiple credits, it can be hard to recall who each one is to. It would be great to have the Allocate Credit Balance screen displaying the contact of the credit (the reference would also be great, but I have already voted for that one separately).
With the new invoicing re-vamp this would be a great opportunity to increase the information on the Allocate Credit Balance screen too.
4 votes -
Sales - Add customer purchase order and issue invoice from it
Sales - how to add customer purchase order received in Xero and issue invoice from that purchase order. This way it will be easier to track PO received from customer vis a vis the invoices issued.
24 votes -
Quotes - Quote acceptance without marking as sent
I would like to see the ability to accept/decline a draft quote without having to mark as sent in the new quote. thank you
2 votes -
Find and Recode - Ability to change the amount
Within the find and recode facility I would like the ability to change the amount posted. This can be particularly useful for repeating journals. For example, there could be a monthly release of a rent prepayment, where a rent review has been backdated several months and therefore the charge released needs adjusting historically. As it stands currently, each individual posting needs editing, rather than (say) being able to change 9 month's postings in one entry.
1 voteThanks for the detail in your idea here, Kevin. We don't have any plans to enable the changing of amount in Find & recode in the near term. We'll get a gauge a sense of the demand for this from community in your idea here.
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Xero Accounting app - Move favourite Tracking Categories to the top of the list
When adding bills in the app, I find myself searching for the same category over and over. On the desktop, a likely or previous category comes up automatically. That would be great in the app, too.
Failing that, it would be good if the list of categories contained frequently used categories first. I doubt anyone scrolls alphabetically, so it seems a useless feature to have.
1 vote -
Bills - Resize the PDF doc preview
The preview window that pops up when entering new bills is a bit small and you need to almost always zoom in on the pdf to read it.
It would be great to be able to resize the different page components to make things a bit more readible.
30 votes -
Quote - Ability to have quote reminder
Add feature to automatically follow up on quotes / send quote reminder *days before expiry or *days after quote issued — as there is with invoices. This feature comes standard with most other quoting interfaces.
491 votesHi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
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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…
35 votes -
Purchase Orders - Auto-populate '1' in the Quantity column
When creating a new line, auto populate the quantity box as '1', rather than having to type it out each time
1 vote -
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
5 votes -
Expenses - Simplify assigning expenses to customers or Projects
It shouldn't be so difficult to assign expenses to customers or projects, an expense or spend money item shouldn't need to be edited to add it to a customer or project.
Simplifying this process could be as simple as an extra column that can be enabled on the Account Transactions view and if a transaction isn't assigned to a project or expense then it can be simply clicked in the column and the customer or project selected.
Additionally Bank Rules should be able to include the option to assigned to customers or projects, if we have a client that charges…10 votes -
New invoicing - Separate edit and copy options
The relocation of ‘edit’ on the drop down feature of options within invoicing.
Reason being, it is far too close to ‘copy’ and on a couple of occasions whilst invoicing I have selected ’edit’ rather than ‘copy’ which has caused some cash flow issues and time explaining to clients where the issue has arisen.
By simply separating them on the drop down would eliminate the accidental selection. Once selecting ‘edit’ or ‘copy’ the only difference is once changes invoice number and the other doesn’t.
2 votes -
Invoicing - Edit branding without unlocking period
Be able to change the branding theme without editing the invoice or unlocking the date
4 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.
4 votes
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