1497 results found
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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.
2 votes -
Sales invoice | Merge - Bring through reference to new invoice
When merging multiple invoices in the new invoice format, need to be able to copy across the reference field to the new invoice.
5 votesTo double check I understand the flow you're using here, Bruce - Would this be when using 'Copy to' to copy multiple invoices to a single new invoice?
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Bills - Option to show lines as Tax Inclusive
When entering bills as "Tax Inclusive" line items, Xero automatically changes it to "Tax exclusive" line items.
When trying to edit the bill to show tax inclusive line items, it again auto reverts to tax exclusive per line item.
I am requesting Xero to allow for having a choice between Tax Inclusive Bill line items, as well as Tax Exclusive. Why? This is because it is easier to reconcile due to the payment being tax inclusive.48 votes -
Xero Expenses - Combine Expenses into a single claim
Currently Xero Expenses creates a single expense claim for each individual item.
Normal practice for an expense claim is it contains multiple lines (different expenses), such as parking, a restaurant bill and a hotel.I would like to have the ability to group individual expense lines into one expense claim.
I would then have a single bill to pay (an expense claim with multiple lines) appear in my Bills to pay, rather than one for each line.
93 votesWe appreciate the support in being able to combine multiple expenses, here.
At present, this isn't something we have planned, but we'll continue to keep a pulse on the interest for this here.
Currently, from the web there is an option to 'Approve all' expenses for a single employee. 🙂
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Projects - quote for a number of visits a year - NOT time specific visits.
In Projects I would like the option to create a quote, track and invoice my client where the charge is per "session" Currently Tasks are either fixed price (which does not allow me to quote for a quantity of the same item over the course fo the project) or they are hourly based and my client does not wish the time spent to be shown on the quote or invoice. My situation is that for example my client approves 40 weekly sessions over the course of a year at £250 per session. Neither I nor my client wishes to show…
5 votes -
Bills - Automatically calculate Unit Price from a Quantity and Line Total
I have a bill to enter from a supplier with around 40 line items.
The supplier does not list unit prices on their invoice, so i do not have accurate unit prices to enter for each line item to match the line item total.
This means i have to calculate and enter each line item unit price individually in order to match each line item total.
If i could enter the line item total and qty, with xero automatically calculate/enter the unit price, this will make entry of these bills significantly quicker.2 votes -
Cheques - Remove this function in South Africa
Although this is not a new product idea, it is rather a option removal idea. Recently a option has appeared on the Business tab for Cheques to be printed on bank provided stationary. We do not use Cheques in South Africa anymore and is clearly a function isolated to maybe the US whose banking system is still in the paper age. However new customers are always asking what is this function and then it takes our accountants some time to explain they cannot use it.
1 vote -
Expenses - Feature to identify if a transaction is tax deductible
Create a feature to identify whether an expense is tax deductible or non-tax deductible under Bill, Expense, and Journal. This will be extremely beneficial to the SME Accountant when preparing tax computations.
4 votes -
Bills - Add 'paid by credit card' flag to payment overview
With the bills workflow, we often have the issue that when a purchase is made by credit card or direct debit and the receipt is then sent to hubdoc or Xeros solution it sits in awaiting payment - when really it is awaiting reconciliation. or needs something to identify it as a recurring payment or paid by credit card. When marked as paid in Hubdoc that doesn't synch with Xero and there is no way for book keeper to know how it has been paid and thus we have bills being paid twice and you have to know which are…
6 votes -
Sales invoice - Show FX translation to non-base currency
Present fx translation to any currency of choice on the face of a sales invoice, instead of being limited to the base currency only. As required by various local VAT authorities, the sale value & VAT must be shown in local currency - which can differ to the invoice currency.
Example: a business invoices in GBP or USD, but must charge UAE VAT and therefore present fx translation to AED on the face of their sales invoices. This is not currently possible using the standard or advanced templates.
15 votes -
VAT group feature - Option to prepare and finalise individual returns for non-MTD VAT organsiations
It would be great to see a feature that was specific to VAT groups so it's an easy experience (rather than importing and exporting figures)
44 votes -
Xero Accounting app - Ability to enter negative lines in an invoice
I would like for there to be the option to add a minus figure into a sales invoice in the Xero App - the same as the browser version.
14 votes -
Data entry - Increase the character limit of transaction amounts
For clients or businesses in Indonesia, the operating amounts are in 14 digits. Currently XERO only able to have it at 12 digits only. Please implement this so that we can attract more Indonesia user into XERO platform.
1 vote -
Invoicing | Awaiting Payments - Adjust column sizes
Can the display width of the invoice items be adjusted to fit the screen. For example: Lengthen the date, hide or shorten Expected Date, hide empty spaces...
1 vote -
Bills - Default Date option for bills received from previous month
Provide a setup option for a new bill to default to the previous month in order to match the accounting period for the goods and services being provided.
Invoices usually arrive from suppliers in the first week or so of the month following the provision of service or receipt of goods. Therefore a new bill often needs to be entered for the previous month.
A new bill currently defaults to the current date, and when a large batch of bills are to be entered, it can be tedious and time consuming to change the bill date each time.1 vote -
Repeat Invoice - Ability to discount by amount
When you create repeat invoices it only allows discount in % but when you create a manual invoice you can have discount in % or £. This should allow both for repeat invoices as well.
9 votes -
Quotes - Make tax rate and account code mandatory
It would be great to make the tax rate (and account code) mandatory when creating quotes. This is a fail safe way of ensuring the gst is correct on quotes.
10 votesAppreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too.
Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here.
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Invoice - Ability to have recall/undo sent invoices
It would be a huge benefit to be able to recall an email (with invoice attached) sent in error to the wrong client.
An invoice has now gone to the wrong client and my manager will now have to have an embarrassing conversation with the competitor, due to my mistake.
47 votes -
Expenses - Add inventory items
Critical to add the Inventory ITEM in the EXPENSE CLAIM so employees can add this on their company Visa charges
1 vote -
Printable Layout for Transactions
It is quite often that we need to print a proper record of a transaction for approval or record keeping purposes. (such as spend/receive money, invoice/bill/credit note)
We have to print from the transaction screen because we need the printout to show the GL account, source type and tax rate name etc.
However the printing layout is very messy and unreadable, and does not look like a proper record from Xero.
Is it possible to make the layout more organized or more similar to what is shown on the screen?
I have attached the printout of the transactions for reference.1 vote
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