1482 results found
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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.
70 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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Invoices - Set Xero network as default delivery method
There is no functionality in Xero to 'automatically' send invoices from Xero to Xero via the network key. Is this something that you could look into?
5 votes -
Expenses - View draft expense claims before submission
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 -
Xero Analytics - Projection date to be customised
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 -
Stripe - enforce autopay
Would like to be able to enforce Stripe Autopay instead of this being optional.
6 votes -
Xero Expenses - Notification for declined expense
send notifications for declined expenses (Xero Expenses). the only notification send is for approve expenses but not for declined expenses
22 votes -
Invoicing - Add customer's tax number and VAT Reverse Charge details to Standard invoice templates
Current invoice template (as of 26 July 2023) does not allow to automatically populate the customer's VAT number nor make reference to reverse charge, as is required by Council Directive 2006/112/EC of 28 November 2006 on the common system of value added tax, Section 4 "Content of invoices", Article 226, paragraphs (4) and (11).
Current template means we need to remember to fit in those details in the services description since there is no way to add a note on the invoice itself.
Please,
(1) when a tax rate EU/0% is selected, add the customer's EU VAT number automatically or trigger…3 votes -
Invoice template - Ability to add Invoice Balance Forward
When printing an invoice I would like to go to the customer's account and bring forward the balance that is on their account.
And have this balance on a line above the net amount for this invoice, which would then add the gross amount to the brought forward value and have aline below the gross amount of the invoice, showing the total amount that they owe to date including this invoice.26 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.
5 votes -
P&L Report - Ability to customise report formulas based on account categories
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 -
Invoices | Export to include customer number and VAT number
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 -
Credit Note - Add a Credit Note from the "+" menu banner shortcut
Why make credit notes so difficult to create?
39 votes -
Expenses: Automatic mileage tracking
Quickbooks has "motion tracking" mileage, meaning the user doesn't have spent time entering their starting and final postcodes, they literally just turn the feature on and it auto records their mileage via GPS. I have clients (using Xero) who are on the road everyday for business purposes and this feature would be so useful for them to save time.
21 votesHi everyone, thank you for feeding back and sharing with us through the idea here. We appreciate why you'd like to see automated mileage tracking developed within Xero expenses.
While our team have a keen eye on the idea and interest in exploring this in the future we want to be open that resources are across other important work atm and there are no plans to develop this, this year.
We'll continue to track the interest and keep you updated of any change for this through the idea, here.
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Projects - Improved reports & data fields for estimating
When developing a quote via Projects, we can add in an estimated cost and then enter a margin to give an estimated expense. However we cannot then retrospectively see what the original supplier cost is and therefore profit expected. Neither does it offer a field to enter who the supplier is. The Project financial reports have a header to show 'estimated cost' but it does not populate this field. The only time a cost is shown is if it is entered as an actual expense.
Ideally we would want to see estimated costs, the margin added and the supplier during…
5 votes -
Reports - showing receipts (credits), which matches bankings/receipts & can be filtered by date.
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 -
Gocardless - Reoccurring payments without customer alert
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 -
Reports: Show net profit or loss on Trial Balance report
Showing profit of Loss on Trial Balance (at both Client XERO Blue and advisor) Reports
At present the trial balance report does not show profit or loss, can or will XERO recode the report in client reports(XERO Blue) and in the advisor templates. This is something I believe all accountants and bookkeepers will welcome the change, as the would improve workflow.
Please refer to trial balance from competitors software (has printed that way for over 30 years)25 votes -
Invoices - See the details of invoice/quote without opening/editing
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 -
Purchase Orders - Import associated files from Unleashed
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 -
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.
72 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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