1497 results found
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Check Register - Set check defaults by bank account
Ability to set a default check style per bank account.
On the operating account the check stock has the check on the top, on the payroll account, the check stock has the check in the middle, and on the sales tax account, the check stock has the check on the bottom. Three separate checking accounts, three separate styles.
It would be nice to have a setting where you can say, "if a check is generated from the operating account, apply the operating account style."
2 votes -
Xero - Sync multiple Xero organisations to an external invoice program
Be able to sync multiple Xero organisations to the one external program (for us it's Splose) to allow invoicing from one program to split to appropriate Xero organisation.
2 votes -
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?
17 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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Sales invoice - Ability to combine or merge multiple invoices to one
Our new system separately invoices every job we complete. This gets loaded into xero invoices, ATM you can copy these individual jobs and they can be put on to one invoice, great.
However Xero wont let you add more jobs to this invoice by the same copy facility.
It only gives you the option of a customer name not an invoice number.
I would like to be able to add jobs daily to this invoice and send my customer one invoice at the end of the week/month.13 votes -
Cheque Register: Option to use feature outside of Canada & US
Dear Xero,
Cheque Printing option should be available for versions outside of Canada & US It's a very key feature required to many organizations which should be added in xero. Hope to see this feature available to every version of Xero in the near future.
11 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.
8 votes -
Invoicing - Assign & invoice a billing client
To be able to Assign & invoice a billing client within blue Xero. It’s not unusual to have a central billing agency looking after subsidiaries accounts so the ability to bill the agency while having the subsidiary with thin your system to raise the invoice against would work well.
1 vote -
Dashboard | Support - Ability to access My cases
Have "My Cases" clearly accessible and visible through the main Xero Dashboard rather than having to go to a completely different URL
9 votes -
Sales invoice - Link associated bill
We only want to pay the supplier/freelancer once our customer has paid for the service.
Some form of link between a purchase invoice and the associated sales invoice to flag that the supplier can now be paid as the corresponding sales invoice was settled.
Trigger something in the Due Date or even set up a payment so that it is easier to make sure we only pay once we have been paid3 votesHi Neil, just rounding back on your idea here again. We have a separate request for the ability to be notified when an invoice has been paid. Being good to track each part of the idea separately I'll slightly adjust the title of your idea for the first portion and you're welcome to join this other one for any updates around notification of paid invoices. 🙂
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Bills to pay - Untick bill after selecting planned payment date
This was happening for a while after a recent update, but it's gone back to the way it was :( ... having to manually unselect the items after the operation.
3 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
4 votes -
Projects - Keep timer on all pages
Hi - could the Timer appear on other Xero pages, not just the Projects page? So when the timer is started, it stays on the screen when we move between Dashboard, Business, Accounting etc. That would be great. Thanks.
3 votes -
Bank reconciliation - Apply bank rules automatically by default
Ability to automatically apply bank rules by default.
Purpose: To save time from having to manually choose to turn-on bank rules.
53 votesHeya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen.
While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks
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Custom Report - Ability to Hide/Unhide Columns
Currently we create a budget for each tracking category (department).
I have created a custom report which includes the budget for each category. I then use the formula function to sum the budgets together.
I only want to see the formula column in the report outputted. (I realise that columns can be hidden when data is exported to Excel)
I understand that there is not a way to show a formula column without all the individual budget columns.
Enhancement suggestion: include a radio button for each column to hide/reveal that column in the report
13 votes -
Bills - Support for due dates prior to invoice date
Bill Due Date
At the moment the due date can't be set as prior to the bill's actual date. We self-bill a lot of customers on a monthly basis, but pay them on 27th or the last working day before then. We would like to set the bill date to the last day of the month, but can't.
3 votes -
Files - Add delete button to file preview
In the Files area, there are some that you do not know of until you opened them, and upon seeing them, it's not needed for the business. You have to close the file, either select the checkbox then delete, or the option button on the right to delete. Can you add a Delete function upon opening the file so we don't have to click close just to delete unwanted files? Thank you!.
2 votes -
Projects | Task Invoice - Show detail of time associated to task
Project invoicing to show time in minutes/hours for time entries
This is a requirement of many of our customers. Eg time sent 30 mins shows as 0.5 on invoice. We need a column that shows time for the task time enry. At present we need to manually type 30 mins in the task description to meet customer invoicing requirements.3 votes -
Quotes - Add CIS
Be able to use CIS nominal codes on quotes so CIS is displayed
36 votesHi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.
Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work. -
Purchase Orders - Allow for backorders
Ability to use backorders in the Purchase Orders.
Purpose: Users can easily know which purchase orders have backorders.
58 votes -
Invoice theme - DocX For Receipt, Del Note and Remittance.
Ability to create receipt, del note and remittance using DocX.
Purpose: Users can easily customise their receipt, del note, and remittance using DocX.
48 votes
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