1481 results found
-
Xero Accounting app - Order outstanding bills by due date
Please enable ordering of Outstanding bills by due date, not alphabetically.
Currently, if one wants to see bills ordered by due date one has to access the "Purchases" tab at the bottom of the screen, then hit "Bills" at the top of the screen. The "Outstanding bills" screen — accessed from the (default) Dashboard screen — displays bills ordered alphabetically and it should order them by due date, or at least make it user-selectable
2 votes -
Sales Invoices - Reference field for each line item
It would be great if the Reference field was moved to the body of the sales invoice so that you could add item line referencing with the option to enable the referencing to print on the sales invoice.
For example, a plumbing business completes work for a customer that has multiple rental properties. If the reference field was in the body of the sales invoice, they could add the applicable property address here so that they and the customer could differentiate what work was completed at each property for the invoiced period.
Currently, you would have to invoice separately for…
21 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.4 votes -
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
15 votes -
Purchase Orders - Allow for backorders
Ability to use backorders in the Purchase Orders.
Purpose: Users can easily know which purchase orders have backorders.
65 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.
56 votes -
Contacts - Allow Negative Discounts
Allow Negative Discounts to provide a basic Tiered Pricing Solution
There has been a huge amount of noise over the last 5+ years about Xero not supporting Tiered pricing. This can mean many things, but the most basic requirement is Customer Price Lists.
It can be as simple as allowing negative discounts in the Contact Record...a negative discount would increase the price instead of discounting it.
Every Item Currently has a default 'Sale Price'.
Allowing both a +ve or -ve 'Discount' in the contact record solves the basic tiered pricing issue. This is a very simple solution to creating a…
1 vote -
Sales invoice - Separate status for when credit applied
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 issued11 votes -
Quotes - Add lead time to items
When quoting items, customers need to know when the quoted items would be available.
It could be that the item is available ex stock or that there is a lead time to the item of days, weeks or months.
This is a common occurrence in the industrial sector.
Each item on the quote could have a different lead time, whether it is an item or service that is quoted.
The information is important to the customer for operational, as well as cashflow purposes. M
Would be great if a feature could be added for each line item on the quote,…
4 votes -
Sales Overview - View Outstanding invoice amount not Total invoice amount
Prior to the last update the upstanding invoices on the sales dashboard used to show amount outstanding. After the update it shows the total of the invoice. This is misleading as it is not showing the actual posts sing amounts.
I run a layby system in my shop and this new update although small is actually inconvenient as I now have to click into each invoice (many of my customers have various laybys ar one time) to see the actual outstanding amount vs total of the invoice.
Don’t suppose you could change it back??5 votes -
Reports - a comparison of the quarter to date actuals to the quarterly budget
We would like the ability to prepare budgets based on quarterly reporting, but enable a comparison of the quarter to date actuals to the quarterly budget
2 votes -
Xero - Integrate Xero with Dance Studio Pro
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 -
Quotes - Auto update quote number when revised
It would be useful if the Quote number automatically updated when it was revised.
Rev 1, 2 ect.8 votes -
Invoices | Projects - Include project field on invoice summary screen
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 -
Dashboard - Show total of unsent invoices in 'Invoices owed to you' section.
The Dashboard panel "Invoices owed to you" shows the number and total of
* Draft Invoices
* Awaiting Payment
* OverdueHaving a fourth line showing Unsent invoices would quickly notify users of those approved invoices which haven't yet been sent, whether intentionally or in error.
4 votes -
Projects - Track labour costs without generating an invoice
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 -
Email to bills - Ability to add note that's included in History & Notes of the bill
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 -
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.14 votes -
Cash Flow Projection - Ability to edit or amend cash flow prediction analytics function
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 -
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.
58 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
- Don't see your idea?