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1497 results found

  1. 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)

    22 votes

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  2. Would love to see an integration of Dance Studio Pro into Xero. Invoicing for dance studio in Xero is not sufficient and would love to have the capabilities of the Dance program integrated into Xero.

    1 vote

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  3. It would be useful if the Quote number automatically updated when it was revised.
    Rev 1, 2 ect.

    8 votes

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  4. Can we include the Project field on the invoice summary screen - to help us manage whether a project has been allocated to an invoice but also manage potential duplicates.

    2 votes

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  5. The 'new invoicing' option automatically removes any leading carriage returns and leading spaces in the invoice description field.
    This did not occur in the classic version and wonder why it was introduced.
    To enable the details of the invoice to be easily read, it is sometimes necessary to separate line items on the invoice and to indent the actual description.
    Can this 'feature' be removed?

    7 votes

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  6. PROJECTS if a client has multiple projects, can there be an option that you can bill all or some of these against one invoice.

    27 votes

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  7. I would like to track labour costs in project without invoicing them. The invoicing is done differently. It goes per bag packed, but I would like to know how much on labour it costs to pack the bags. Thank you.

    2 votes

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  8. We generally forward incoming bills for payment to Xero by emailing the bill to bills.b3xxxxxxxxxxxx@xerofiles.com) resulting in them getting queued in 'Draft' - which of course is a beautiful feature. At that point our finance manager will go through and process them to the point of Awaiting Payment (i.e. check them, allocate as appropriate, etc.).

    On occasion there is additional information people in the business may wish to communicate to the finance manager about this (e.g. where it should be allocated to, or other descriptive information/special instructions).
    Presently this requires a separate email to be sent to the finance…

    7 votes

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  9. Copy a Bill to an Invoice. We have many instances where we need to charge out for the invoice that we received. You can copy Quotes and Purchase Orders to Invoices and Bills already. Not sure why this is not already a function.

    24 votes

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    Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another. 

    As noted earlier there are a couple of existing options that some may be able to make use of like;

    • Using Billable expenses to mark items of your bills as an on charge to your  customer which can be easily added when the invoice is created for the customer later on, or 
    • Perhaps entering the invoice first, and then copying the invoice to a bill

    We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience. 

  10. A future to alert or notify you when your budget for a project is reaching its limit.

    5 votes

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  11. Ability to update and amend or assist as a user the cash flow prediction analytics function. Currently the cashflow analysis prediction function doesn't pick up a number of our regularly occurring expense invoices and sales invoices (also sometimes it has them coded as monthly rather than fortnightly etc). Result is that for us the cashflow analytics is very inaccurate and then not usable and as user we are unable to amend or update. But think it could be a good tool if we could work with it somehow to update the AI and predictions

    3 votes

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  12. When raising a sales invoice for the part exchange of a vehicle there should be a feature to record the entire sale and then debit the A/r account for the amount of cash payment owed and them debit the remaining balance to a tracked inventory account.

    EG.

    CR Sales 8,500

    DR A/R 3,500

    DR Tracked inventory 5,000

    1 vote

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  13. Ability to reject a Purchase Order if the person made a mistake to redo it/. They need to get a notification if rejected.

    1 vote

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  14. Would be great to be able to add an expected win date on a quote so that it can show in the short term cashflow (STC)feature. Would save adding it manually again via the Add incoming outgoing money feature option.
    All the details are present just need to make it presented to the STC. If it's won then it changes status. If lost it's removed from the forecast.

    1 vote

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  15. There is currently no option to print a packing slip from repeating invoices options.
    We need to be able to print a packing slip at the start of a hire before any invoice has been raised.

    6 votes

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  16. 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 screen

    11 votes

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  17. Enable return journeys to be entered as one claim using th3 map option.

    5 votes

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  18. Tracking Quotes - same ability as Invoices to see if the invoice was sent.. viewed.. accepted or denied would be awesome.

    4 votes

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  19. In Xero a receivable invoice status is shown as paid whether it is actually paid or whether a credit note is applied to the invoice.
    Can a new status be added to show when an invoice a credit note is applied, for example "Credited".
    This will help identify actual payments received vs credit notes issued

    10 votes

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  20. 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.

    42 votes

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