1497 results found
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Sales invoice - Export Contact account number
Hi,
I have seen several posts about the Account Number not being searchable/usable within the system or via exports. Contacts' names can vary easily from the different systems used by a company and even between departments: ABCco , ABC Company Ltd, ABC Ltd... - the account number can solve these format issues.
In my case i need to export invoices in csv to be then imported in another system, also the invoice standard template has this field (to be ticked or not) it does not get exported which is rather peculiar; that obliges our finance to maintain a mapping file…7 votesIf I understand correctly, you're asking to export the contact account number when exporting invoices from your organisation, Christophe?
If so we don't have any direct plans for developing this at this stage. I'll change the title of your idea here slightly and we can get a sense of the interest from the community of this, here.
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Invoicing - Make multiple payments without exiting invoice
Entering multiple payments to an Invoice in Xero. Currently it exits the invoice when you enter a part payment in the payment section. I often want to enter several payments for cash received and card payment received on several days and have to keep going back into the invoice for each payment.
40 votes -
Bills - Option to tick items and move to the relevant tab
We need a tick box in the ALL tab section for Purchase Overview Bills - We should be able to from the ALL tab select Draft, Awaiting approval, Awaiting payment, Repeating. You constantly have to go from tab to tab when searching in ALL
1 vote -
Pro forma Invoicing - Automatically match with the same code in Balance sheet
Good afternoon
We are a liquid manufacturer and require the use of proformas to send to the client to pay before the goods are shipped then for this to be invoiced once the goods are shipped
I have checked some articles but the way to do this is to create a template to which we name is pro forma, and code this to a separate code in the balance sheet (name it Pro forma deposits or something similar). Once we have confirmation the goods have been shipped, we have to manually put on a credit to go against the same…
29 votes -
Reconciliation - Auto match with foreign currency transactions
Matching foreign currency transactions - Bills that have been approved in a foreign currency should be checked and matched against local currency transactions. These are very common in credit card transactions for online service subscriptions.
Also, the default setting to only match to local currency should be removed, or the user should be able to chose the default setting.
6 votes -
Search - By Project Name when searching for invoices
Search Job name when searching for invoices
The search function should be consistent across all search. If you can search for job name or part of job name in Search, you should be able to search for job name in Business/Invoices. This brings consistency to the search function.6 votes -
Expenses - Set Expenses as compatible with TAPR
There are numerous discussion posts about Xero's lack of "Email to Expenses" functionality which is yet to be resolved, but there appears to be another gap in Expenses which makes producing many of the Bills/Expenses reports (including the TAPR) inaccurate.
This happens because whilst the Expenses entry screen allows "Assign to Client" using Xero Contacts lookup, the Payee themselves cannot be connected this way. This means that if an employee expenses a payment, it never appears in any "By Contact" reporting, and cannot be included in the automated TAPR.
As a small business that uses Expenses for all processing (which…
1 vote -
Projects - Task list templates
Allow to create project templates to apply to task lists to newly created projects
15 votes -
Reporting - Bank Reconciliation report with line details
Report to display how one (of several) bank accounts was reconciled by another user. Items to include Who (Contact) What (Account Selected and Description) Division and Tax Rate.
This is to ensure the items were reconciled correctly, particularly overseas payments where NO GST must be selected. To check work of admin.
1 vote -
Bills - Apply contact defaults when sending bills to Xero (e-invoice, 3rd party etc.)
Populate Contact Purchase Defaults when Bills arrive as e-invoice or from 3rd party app.
As a bookkeeper I was so looking forward to promoting and using e-invoicing, but unfortunately it's not going to work for me (and many of my clients). This is because we often have invoices with A LOT of line items which are brought into Xero just as a total with one line only. However, if we receive an e-invoice all the individual lines would come into Xero and then we are faced with having to click through every individual line to populate the default purchase GL…
15 votesThanks for your support here, everyone. Appreciate there is some interest in this from people emailing bills to their organisation, or importing via a 3rd party application.
We wanted to share a recent change we've made for those using eInvoicing - invoices received via Xero's eInvoicing will apply Contact defaults (such as a set default 'Purchase account) when creating the invoice in Xero. 😁
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Bill - Create Billable Expenses from a customer invoice
I request xero development team to edit the billable expense feature or create a new feature. Currently for billable expense to be invoiced to customer, first we need to enter the billable expense and than later invoice to customer. However, in our case, we first send the customer a tax invoice to collect advance from customer and than make spending for the expenses on behalf of customer. However, in this case we can not make sure or link within xero what was invoiced to customer and how much was spent against that invoice. I mean if we the invoice for…
2 votes -
Purchase orders - Ability to lock/stop editing once billed
Purchase orders should not be able to be edited after they have been billed (even part billed). It defeats the purpose of a purchase order.
We want staff to be able to issue purchase orders. Invoices are approved on those matching purchase orders. The same staff shouldn't be able to edit the original PO if it has been billed as then it doesn't match the invoice that's been paid/being paid.3 votes -
Delivery Order
Most our clients require Delivery Order. The current packing slip does not cover the clients company requirement.
16 votesHi Gloria, could you give detail on what is missing in the packing slip that doesn't quite suit your clients needs here?
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Expense Claims: Show account balance and overall budget when approving expenses.
When I am reviewing expenses that have been submitted by an employee, I would like to see the current balance of the account that the expense is being assigned to as well as the overall budget for that account. That way, I can make a more informed decision as I either approve or decline the expense.
1 vote -
Projects - Notify users when assigned to a Project
The ability to notify (possibly by email) a user when they have been assigned to a project so they are aware they can start working on that project.
2 votes -
Aged payables reports: Show list of paid bills and credits listed month by month
In the Aged Payable detail reports: Show a column of paid bills and Credits listed by month by month. This is the functionality form the old aged payables report that I want added to the new reports.
2 votes -
Inventory - First-In-First-Out (FIFO) option in Tracked Inventory
Offer First-In-First-Out (FIFO) accounting within Tracked Inventory as an option.
Purpose: Established US Companies tend to use FIFO for inventory valuation, so Xero would widen its scope of clients by offering the option. Plus, the option adoption would make reporting of its current US clients so much more straightforward.
24 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.
7 votes -
Orders - Keep the order date when copying to an invoice
When creating a bill from a purchase order, it does not bring over the purchase order date. The date automatically changes to the date you are processing.
Is there anyway you could keep the date.2 votes -
Xero Accounting app - Assign billable expense to Project when creating a transaction
I would really like to be able to allocate my expenses to a project within the app.
If I add a receipt via the app, (which for me is the most efficient way to add expenses) I then have to go online, find the transaction, edit it and resave it, in order to sign it to a project. This is frustratingly inefficient and doubles the time it takes to input a purchase!
Could you please add this ability to the app?7 votes
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