1614 results found
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Dispose of an asset in the next financial year without running depreciation.
Dispose of an asset in the next financial year without running depreciation to previous FY.
2 votes -
Bills - Add total bill and total GST column amount
bills summary screen - Add Total Bill Amount and Total GST to the Column Chooser and make the settings persist accross all Bills Tabs for the speciofied User and Organisation.
2 votes -
Dashboard - Show Purchase Orders
Show purchases orders on the dashboard, as per this thread! Would be really useful to see what is approved but not billed at a glance. https://central.xero.com/s/question/0D51N00004oQgTxSAK/is-it-possible-to-show-your-purchase-orders-on-the-dashboard?t=1652190558049&searchQuery
73 votes -
Invoice - Ability to link an email template to an invoice branding theme
I would like to be link an email template to an Invoice Theme.
I have two slightly different email templates that I want to be able to use for sending invoices depending on which invoice theme I am using.43 votes -
Contacts - Set default address to a Contact Group
Could there be an option to link an address for a contact group to members of that group?
We have many NHS customers who order under individual staff names but are linked to NHS Trusts. So for instance, John Smith, David Brown, Elle Davis may all work for Clydeside NHS.
We'd like to have them all grouped under "Clydeside NHS" (can do that) and be able to flag that they all share the same Billing Address which is an attribute of that Contact Group.
At present we have to maintain each separately and this doesn't help with spotting that they…
5 votes -
Project - Feature to use a Task to add cost variations
The ability to add a Project (Revenue) Variation would be a huge help.
If one can add a project (cost) variation using a Task, adding a Revenue variation should be achievable in Xero3 votes -
Expense Claims - Option to adjust the tax amount
Possible to manually adjust the tax amount on the submitted expense claims?
The tax amount is not adjustable to match the actual tax amount reflected on bills/receipt especially for decimal difference.6 votes -
Global Search - Sort results by Date, Total, or Status
The ability to sort Search Results by date / total / status
24 votes -
Expenses - Mileage claims for return journey
Enable return journeys to be entered as one claim using th3 map option.
8 votes -
Bills | List View - Ability to filter by Project
Please add the function to add a Projects field on the Bills awaiting approval and Bills awaiting payment page.
This allows users to select the projects that they manage, thus no need to open every bill.7 votes -
Purchase Orders - Import associated files from Unleashed
We use Unleashed (UL) for all of our purchases and sales. The team uploads associated files, proformas, invoices, and receipts directly to the UL PO.
When the PO is completed and 'pushed' to Xero, the associated documents are lost. I then have to login, find them, download from UL, and then upload them into Xero.
Is there anyway that these files can be pulled with the rest of the information?
3 votes -
Bank Reconciliation: Bulk import recieved payments
Some of our customers are paying upwards of 100 invoices at one time. The ability to import a csv into Xero (that can be extracted from the remittance advice provided from the customer) would save a lot of processing time instead of manually using the Find & Match feature in the bank rec screen.
24 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…
2 votes -
Projects - Notification or reminder of invoices and projects due
Ability to set reminders/notifications to raise next invoice in Xero Projects
When raising the quote, which details the scheduled dates that the customer will be invoiced, it would be useful if you could set a reminder/notification on the project to tell you when to prepare and send the next invoice out.
9 votes -
Sales Overview - Bulk "Void" button for invoices
Can you introduce a "void " button please on the invoice listing page. We have dozens of invoices that have not been paid as customer cancelled order but we cannot void them in bulk. We would like to use the checkbox next to the listing of invoices and select "void" to do them all at the same time rather than one by one which we do not have time to do.
34 votes -
Invoicing - Send customer receipts to a mobile phone
Would it be possible to send a customer receipt to a mobile phone/cell phone?
1 voteNice to hear your interest in this, Sarah. While we don't have immediate plans for sending invoice receipts to customers via SMS, as you may have heard we've made steps in this space with sending of invoices via SMS now available to AU customers, and in the works for the US - See my update on this idea.
We're continuing to expand on this feature for the time being but we'll continue to track interest in your idea here and share if there's any plans made. 🙂
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Xero Expenses - Ability to overwrite VAT amount
When uploading a 20% vat rate expense via the Xero Expense App please allow for the VAT box to be overwritten if required. This is an issue when the Xero rounding is different to that on the receipt, usually by 1p.
Thanks
Andrew13 votes -
Statements - Attach outstanding invoices
It would be a time saver if copies of outstanding invoices were attached when emailing customer statements
42 votesHI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
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Xero Accounting app - Reference in invoice heading
I have a long list of draft invoices, however in the app, I don't know what each one is unless I click on it? Why is the reference not in the heading? This would save a LOT of time for such a small feature.
1 vote -
Quotes - Ability to send multiple quotes to one email address
The ability to send multiple (or up to 10) quotes to one email address
11 votes
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