1427 results found
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Inventory - Part exchange feature for tracked items
When raising a sales invoice for the part exchange of a vehicle there should be a feature to record the entire sale and then debit the A/r account for the amount of cash payment owed and them debit the remaining balance to a tracked inventory account.
EG.
CR Sales 8,500
DR A/R 3,500
DR Tracked inventory 5,000
1 vote -
Invoices | Statements: Highlight overdue in PDF
Statements to highlight overdue invoices. When running a statement there may be multiple invoices listed, it would be handy if the ones that were overdue could highlighted as such. currently we are editing every pdf to let customers know which invoices are overdue and this would be a huge time saver.
17 votes -
Credit note - Ability to set an expiry date
Hi all!
I'm a one man band IT business, and I've just started being put on retainer by a company which is great, however I'm finding accounting for the retainer to be a bit burdensome.
Currently, my plan is it add the retainer's ammount as a credit note at the beginning of the month, and then somehow nullify any remaining credit at the end. However, I was wondering if it would be possible to add a way of managing retainers separately and more efficiently from credit?
Or even just having the option to add an expiry date to a credit…
3 votesGreat to hear how you're currently using Xero with Credit Notes to manage this process for yourself, Joseph. I've slightly amended your idea for being able to set an expiry for a credit note as it's quite unlikely that we'll look to create a completely new feature for managing retainers.
Having a quick look at some of the other ideas raised in community, it looks like some people maybe using SimPro as a means to manage these, alternatively you could explore apps in the ecosystem that may meet your needs. 🙂
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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 -
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.7 votes -
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.
47 votes -
Purchase Order - Report that shows invoice against PO and remaining balance
A report that shows all purchase orders with invoices against them and balance remaining.
59 votesHi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
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Quotes: Include Stripe PayNow button on quotes
With PayNow, we want the customer to use our stripe and pay on the quote. The idea behind this is that customer pays and then we send the product and issue the invoice. If we issue the invoice and then customer changes mind and doesn't pay, it will be a problem and we need to delete the invoice. So, adding Pay Now to the quote will solve this problem.
8 votes -
Invoice - Automatically generate invoices on quote acceptance
automatically generate invoices on quote acceptance and then autosend it.
35 votes -
Invoices: Resend failed e-invoices as an e-invoice
Invoices cannot be sent multiple times by e-invoicing - any invoice that was sent by e-invoicing can only be sent again after that by email. This is fine; that ensures that my customers don't have a billion copies of the same invoice in their drafts.
However, this is also true of invoices where sending by e-invoicing failed and the customer has not received the invoice at all.
I would like the ability to send by e-invoice to reset when the original attempt fails, because the only workaround I've found involves deleting and recreating the invoice with a new invoice number…
9 votes -
Projects: Show total uninvoiced amount
Projects in progress list must show the total uninvoiced amounts also.
16 votes -
Xero Accounting app - Send customer receipt
I generate invoices from the Xero app. Quick and easy. I would like to generate a receipt from my iPhone app as well after a customer has paid. At present you can only do this via the website.
15 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 -
Projects: Organise line items chronologically when generating invoice
In Projects
When invoice is created from Projects ( I have Six Staff) It automatically orders this in name order and has mutiple date entries from the Latest date entered.
I then have to ferry each date up the page to order these chronologically so i have the earliest date and each staff member for this date (before starting to add matarials etc)
To make it easier for my clients to read what is entailed for each day.
We need a button to convert invoice to date order as on big jobs this takes me over half an hour ??16 votes -
Invoices - Option to include credit note PDF when emailing invoices
If you send an Invoice per mail to a client, a credit note that is linked to the invoice should be attached to the mail with the invoice too.
Currently, you have to send two separate mails.
If you send an invoice, you have several check boxes like "add invoice as pdf". There should be the option "add credit not as pdf".4 votes -
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 - 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
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