1327 results found
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Quotes - Packing slip template
When invoicing, there is a drop down arrow/menu next to the "Print PDF" button, where you can select 'Invoice' or 'Packing Slip'.
We need this feature to be available in the quote for printing a picking slip / delivery docket.
Is it possible to add this functionality?
24 votesThanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.
You could then edit the quote, and switch the branding theme to the one you want to send out.
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EInvoicing - Connect with Purchase orders
When draft invoice/s are created via eInvoicing (Peppol network) will xero introduce the ability to call in/ match the invoice against a PO in xero (& subsequently mark the PO as billed)?
Many of us are required to raise PO's for our purchases - so this would be a handy feature!7 votes -
Bills - Remove the 'Skip' or 'Allocate Credit' prompts
Remove the 'Skip' or 'Allocate Credit' pop up box when entering invoices.
When entering a number of invoices, if the customer who you are entering an invoice for has a credit on their account, a box appears asking to 'allocate the credit' or 'skip.' By clicking either it takes you back to the enter invoice screen without the option of adding another invoice. This makes it quite time consuming when entering a number of invoices.Is there a way from stopping the 'allocate credit' or 'skip' boxes appearing?
3 votes -
Xero Accounting app - Show invoice number and reference on invoices screen
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.
6 votes -
Repeating Invoices list - View total amount
Hi
On the repeating invoices tab, can we please have the total amount showing of repeating monthly invoices.. Just as it shows the awaiting invoices value on that tab.
This will help business keep an eye on their recurring value income.
13 votes -
Inventory - Include supplier’s name and link back to supplier contact list
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.
73 votesHi 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.
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Xero Expenses - Show original currency + currency amount
Have the original currency + amount available as field options in the Reports section, so I can run an expense details report and see both the original currency and the GBP.
The use case here is that we have US people using Xero Expenses who need paying in USD. I have to go into each expense item to manually write down the USD value and the add it up to pay. It's properly daft when I know the currency amount is there. And we can't enter it as a bill because they are using Xero expenses.
37 votes -
Credit Note - Add a Credit Note from the "+" menu banner shortcut
Why make credit notes so difficult to create?
42 votes -
Bills - Refresh option on bills to pay page and a recent invoice list
When emailing bills to Xero as I am working from my email account and Xero at the same time, the page has to be refreshed by clicking into one of the other tab options all the time and back again. It would be great if there was a button that just said refresh so I am not wasting time jumping from drafts screen to one of the other tabs such as all and then back to the drafts.
Additionally we process all of our invoices into draft format firstly. When doing this sometimes they are out of order. It would…
1 vote -
Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)
Ability to have a format option for sales invoices.
Purpose: To make sales invoices appear more professional.
80 votesHi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
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Bills to pay: Generate batch payment files for credit card accounts
Create ABA file for non bank account, eg Credit Cards.
With an increate of payment options and portals offering payments through credit card, it could be reasonable to have an aba file created for other form of payment. Thanks10 votes -
Sales Invoice | List view - Filter by Contact Group
Ability to filter draft invoices by Contact Groups.
We have a large number of customers who are moving toward shared accounting services (ie: centralised payment of our invoices). It would be great to be able to filter draft invoices by the Contact Group, or at the very least be able to see the contact group with the customer name on the draft invoice screen15 votes -
Bills - Ability to retrieve historic batch payment ABA files
Ability to retrieve ABA file that was previously created / used to review the actual bank details that were uploaded to the bank account.
Also to view which payments made up the total payment
6 votes -
Projects - Invoice multiple expenses on the same line
I want to be able to group/merge multiple expenses being on-billed into one line on an invoice, even if they're not a tracked expense.
For example, if a contracting company has billed for a fortnight of the contractor's work, but has separated that into two lines, each dealing with one week, on their bill, then the draft that is created when they e-invoice me will have two lines. When I assign these lines to a project and approve the bill, each line shows up as a separate expense to be on-billed. If I am on-billing the full fortnight, I would…
9 votes -
Invoice reminders - Ability to change invoice reminder to different email address
Some larger companies with automated systems do not want reminders going to the same email address that the invoices go to. Doing this results in a duplicate invoice going into their system, which stops the payment going through as they then need to manually sort out what's going on. They have one email address for the invoice and another for reminders, to avoid that duplication.
Currently, we need to leave the email address on the contact, then turn off invoice reminders and make a note to manually send reminders.58 votes -
Statements - Increase size of email template box when sending statements
Could you increase the size of the email statements UI - ie the dialogue box that opens when you email statements or activity and you can revise the template.
The font is tiny and the window is also tiny.
Or allow a zoom, or to enlarge the dialogue box.
I've made embarrassing typos....1 vote -
Bills | Awaiting Payment - Highlight the Planned date
Bills - Highlight the “Planned date” (in red or bold) as you select the date.
This would assist greatly when batching weekly and monthly payment batches and working alphabetically.
The Bills screen is very busy.
Thank you3 votes -
Sales Invoice - Default sales account when entering invoices
When entering invoices and the account is always "sales" (for example), I would like the option to set up invoices to automatically use the "sales" account? It is currently only an option by setting up item codes and/or setting up through contacts. I would like to see it automatically assign the account at the time of entering the invoice, instead of having to type in an item code. It will save so much more time and avoid errors by users selecting an incorrect account from the chart of accounts.
12 votes -
Contact - Field for Business Registered Name
When creating a new contact, I need a space for the Business registered Name as well as Trading name.
26 votesAppreciate the interest shown on the idea here, everyone. Atm, we don't have any plans for adding a specific field for a Contact / Business Registered name.
While not a perfect solution as another user has shared, perhaps adding the name to the contact's address field could help surface this detail where required at present.
We'll continue to gauge interest in this, and share if there are any updates.
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Project - Import manual journal into Project
I am needing to import my payroll expenses from another payroll platform in the form of a manual journal. I need those payroll expenses to be tracked by project. It would be handy to be able to have a column for projects instead of a tracking category.
53 votes
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