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1497 results found

  1. 6 votes

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  2. ability to view and edit the whole teams draft expenses where all members can upload there expenses from devises and the one admin member can edit and submit for approval by the approver.

    5 votes

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  3. Re Xero analytics - AI uses the previous 3 months data to project data. In seasonal industries like agriculture or tourism, that is irrelevant. It would be much more useful to base projections on the same period 12 months ago.

    1 vote

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  4. Expenses - Clone or Copy an Existing Expense

    My team have asked if we can make a 'copy to new Expense feature' from an existing Expense. Most of the expenses they enter are similar and just have a different amount and different receipt image. It would save them a lot of time if they could clone an existing Expense. Thank you.

    12 votes

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  5. Would like to be able to enforce Stripe Autopay instead of this being optional.

    6 votes

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  6. When importing bills from a csv file, Xero will currently treat all lines with the same invoice number as one transaction, even if the separate lines are from different suppliers. The system should ideally not ignore the fact that the supplier name is not the same. Would be good to assume that the bill is posted against the correct supplier, even if it happens to have the same invoice number as another supplier's invoice.

    3 votes

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  7. I would like to be link an email template to an Invoice Theme.
    I have two slightly different email templates that I want to be able to use for sending invoices depending on which invoice theme I am using.

    32 votes

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  8. Ability to have a supplier name and link back to supplier contact list from the inventory.

    Purpose: Users can easily have information from which suppliers that they’ve purchased their inventory from, and can easily update any changes within inventory and supplier.

    67 votes

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    Hi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.

    You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.

  9. Currently you can add a bill / invoice without adding a invoice number or just typing a word or anything - example our debtors lady invoiced (Receivable invoice) a client and overwrited the invoice number (reference) to "Diesel R/Bay" so the invoice had no invoice number

    3 votes

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  10. The ability to distinguish between invoices by reference and invoice number rather than client name which could be 100 different invoices under the same name.

    5 votes

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  11. When customising profit and loss reports would like to be able to choose the formula to use depending on whether the account is an expense or income. (eg. negative or positive variances)

    2 votes

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  12. Amend the sales by item report to allow data to be compared over selected periods eg year on year.

    4 votes

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  13. It would be great if you could automatically allocate prepayments to an invoice once the invoice has been created. Or at least receive notification that a prepayment exists so you can manually receipt it.

    We are experiencing that clients have made extra repayments (prepayments) but when the invoice is created and sent to the client they pay the amount on the invoice and the prepayments are still sitting in the system, meaning we then have to issue a refund.

    It would be helpful if the negative balance of the prepayment would sit under the clients name so when you are…

    10 votes

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  14. Is it possible to put a due date in the Credit Note so that it will show up when we filter the due dates in the Bills to Pay- Awaiting Payment section?

    10 votes

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  15. can you please add columns for customer account number and VAT number to invoice export data sheet? this should be a simple add as so much of the customer data already is there. it makes business analysis much better. it is far too cumbersome to track customer profitability otherwise.
    thanks!

    1 vote

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  16. It would be nice to have the ability to add/remove the arrows from Variance Reports. Some clients don't like them and only want to see the dollar value.

    12 votes

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  17. Report similar to Approved_sentand_paid which shows receipts (Payments & credit) for a specified week and not including previous part payments in the Payment and credits collum. The report should match our banking / receipts for that specific week including part payments.

    1 vote

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  18. Allow us to select 'reoccurring payment' in a repeating invoice for Gocardless in Xero.

    When Xero generates a repeating invoice that is setup for auto collection from Gocardless, it is classed as a new payment each time and sends the Gocardless customer an email everytime.

    In Gocardless when subscriptions were done through its own systems, they were classed as reoccurring payments and therefore as per BACS rules, the customer does not need to be informed everytime payment is taken.

    We have over 400 monthly payments and growing, we can't keep emailing customers everytime we take their approved monthly payment, it…

    6 votes

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  19. Why you can't see the details of invoice or quote as like in a PDF? You need to open invoice and say edit or something to see what was the items etc. Very frustrating. Would like you to address these 3 issues(previously send the...

    1 vote

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  20. We use Unleashed (UL) for all of our purchases and sales. The team uploads associated files, proformas, invoices, and receipts directly to the UL PO.

    When the PO is completed and 'pushed' to Xero, the associated documents are lost. I then have to login, find them, download from UL, and then upload them into Xero.

    Is there anyway that these files can be pulled with the rest of the information?

    2 votes

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