1614 results found
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Sales Invoice - Bulk Approve and Email
Please add the ability to bulk approve and email invoices simultaneously.
10 votesHi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email.
Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team.
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Products & services - Ability to group items
I'd like categories for my products and services
ie: tees, hoodies, pants etc
So I can click into the hoodie category and see all the hoodies I have72 votes -
Invoicing - Make it compulsory to assign to a project
Ability to make it compulsory to assign project to invoice.
2 votes -
Customised Document Reference Number as well as automation of this feature.
Document reference number could be modified & next number is shown is recommended.
Eg.
- Invoice number could be customised into "INV yymm-***", same goes to payment, receipt, credit note so on.
- to shown next number under the reference number.2 votesHi Casey, coming back across your idea here I was hoping to better understand. As you may be aware it is possible to change and customise the sequence of invoice numbers as well as other document types from within the Invoice Settings page - Or is it something a bit different you're after here?
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Invoices - Increase attachment size
Current size limit of attachments able to be sent with invoices is 7MB.
Businesses that are required to send PODs with their invoices and that are photographs of the POD's reach the limit of the attachment size after 2 or 3 photographs.Email limits at the moment through gmail, outlook etc are around 20MB+ so there is a work around, however makes it much easier and more streamlined to send via Xero.
7 votes -
Sales Invoice - Bulk Download of PDFs in separate files
Bulk download of invoice PDF files (not export csv)
Currently after doing a search, what I understand the current process is:
- Going under Paid / Unpaid tab under Invoices
- Checkbox all and select print
- But this clumps ALL the invoices into a single PDF file instead of one file per invoice number
- Using an online tool to split the invoices. If your invoice is more than 1 page long, you'll need to manually merge them back.
- Alternatively, manually clicking each invoice link, hitting the Print PDF button. Going back and repeat every invoice.What I…
23 votesThanks for stepping out the process for others here, Vicky. You're correct in the way this currently works.
It'd help when sharing back with the team if you could share more detail of why you'd like the ability to export in bulk but create individual files. What would this help your business do?
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Repeating Invoices - Schedule a specific time for repeating invoices to be generated and sent
Ability to schedule time for repeating invoices to be generated and sent.
Purpose: To make repeating invoices are generated and sent to the contact/supplier/customer’s preferred time.
85 votes -
Repeating invoices - File attached to generated invoice/bill
added documents to a repeating sales invoice template, copy into the repeating invoice
38 votes -
Invoices - Invoice Import Tax Default Option
When you import a tax invoice file you get to select when the invoice amount are either Tax Exclusive or Tax Inclusive.
The default radio button option is always set as Tax Exclusive.
It would be nice to be able to change this default setting so that the default option can be set to tax inclusive. I know it's a minor thing and while it might not save a lot of time, if all of your tax imports are GST inclusive, having the option to have this set as default so you don't have to remember to change it would…4 votes -
Bills - Show Bill payment reference
When suppliers are paid, the payment is given a reference, and this is then used to file paperwork. We can no longer see the payment reference when reviewing paid supplier invoices. Please bring this back.
3 votes -
Dashboard - Business Overview Graphs
It would be nice to have a business overview dashboard similar to QuickBooks. The existing Xero dashboard is designed for bookkeepers and doesn’t have any valuable insights for business owners. Perhaps it would be better to have two different tabs on the dashboard, one for bookkeepers, and another one for business owners.
P.S.
Numbers of the screenshot are from a demo account7 votes -
Repeat template - Option to update template from Draft invoice
The repeating invoices that go to draft should have an option of saving for the next repeating invoice for that client. If you dont edit the invoice before it goes to draft eg: to increase an annual charge, then it does not save for the next time that repeating invoice comes up. Either that or give an option for a repeating invoice that has been delited to repeat again.
7 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.
7 votes -
One Click Delivery Notes
We need to include delivery notes with orders. The current packing slip does not cover this requirement. I'd like to be able to select multiple invoices, and bulk print delivery notes for them all. The delivery note needs to be somewhat customisable.
The notion of having to edit an invoice and change the theme in order to generate a delivery note is completely impractical!
79 votesWhile only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
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Invoicing - Add the Xero organisation name to the subject of emails sent from 'Ask a Question'
It would be super useful to add the xero organisation name to the subject line of emails sent from recipients of online invoices so firms with multiple xero organisations can see straight away, which xero organisation the contact belongs too, when they submit an email query via their online invoice link.
2 votes -
Xero Me | Expense - VAT from image analysis
It would be great if the receipt analysis tool on expenses was able to identify weather a receipt is a VAT receipt or not based on the inclusion of a VAT number or a VAT amount itemised.
3 votes -
Credit Notes - Show the invoices/bills the credit is allocated to
Automate the showing of which invoice or bill a credit note has been applied to.
I work across about 20 businesses who use XERO. All waste time when the customer or supplier allocates credit to a different source document to my client. A way to avoid this is to automate the display of which Invoice or Bill a CN has been applied to, in the email templates and attached PDF's.
XERO potentially currently works on the idea that a CN is applied to the Bill or Invoice the credit was derived from - but in practice this doesn't always work,…
2 votes -
Billable Expenses - Retain source currency when invoicing expenses
When we rebill a transaction to a client that was already paid, if the amount is paid in Euros, for example €5,000, when I issue the next invoice to this customer, the expense automatically shows up to be included in this invoice. The issue is, when I choose this transaction, even though my invoice is also being billed in Euros, the amount is automatically converted to GBP (my company a/c's currency) and then is converted back to Euros so the amount to be rebilled shows us as a different figure either positively or negatively in my favour depending upon the…
5 votes -
Sales Invoices / Bills - Show applied credit in 'Paid' column
Sales & Purchases Overview Screens
For invoices which have been (part) cleared by an overpayment or by a credit note Please show a value in the paid column - Never Nil7 votes -
Bills - Give approvers access to limited suppliers
Xero access - Limited permissions for approver
In the process of bills approvements we need the approvers to have limited access to suppliers (if they can access xero currently access allows them to see everything on the system). For example:
approver A has limtied access to supplier B
Approver C has limited access to supplier Dapprover A could not see information regarding supplier D and approver C could not see information on supplier B.
This would help us to avoid having an extra software that handles approvals when everything could be done through xero.
2 votes
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