1497 results found
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Invoice - Include the payment dates and payments made when sending invoices to clients.
Include the payment dates and payments made when sending invoices to clients.
Currently once the invoice is downloaded or sent to client, it shows the total amount paid, but not broken down by date as per the screen shot i have attached. Currently it only shows «InvoiceTotalNetPayments»21 votes -
Invoices: Ability to have password protected email invoices
As is frequently reported in the news, cybercrimes are prevalent and increasing. In light of a security incident experienced by one of our own clients - additional security measures to avoid cyber security issues need to be addressed.
Being able to safely send invoices electronically that have some type of protection on them is of utmost importance.
One small step that can easily be made within Xero is to remove the word 'Invoice' from the subject line of the email which basically can lead hackers to where the dollars are.
This can be updated in your email settings- however secondary…10 votes -
Purchase Order - Make Recurring Purchase Orders
Simply the ability to create Recurring Purchase Orders (similar to the recurring purchase invoice) to select from so that information is prefilled ready to go for suppliers that we regularly purchase the same items from. Or you can use this as a template and add to or from with any other items as required.
31 votes -
Bills - Export bills
The New Bills report answers our need for original currency in an awaiting payment report, as a large firm of Accountants we need this for our multinational clients. However we need the Export button to be able to produce a report to approve payments from the client. Please can this be added asap. Thanks
1 vote -
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.
7 votes -
Invoices - Add billable expenses to invoices to part-paid invoices
I would like a feature added so that we can add a billable expense to an Invoice even though a payment has been made by customer. It is crazy that you have to delete a deposit from a client so that you can then add a billable expense to the invoice for tracking. Customers pay a deposit then goods are ordered for their job.
14 votes -
Bills to pay: Multiple payment dates in one payment batch
Could you please add the option to pay have different payment dates for bills in a batch payment. Perhaps you can select to choose 'one payment date' or the 'planned payment date' when creating the batch. This way we can bundle multiple payments into one batch and don't need to set up multiple batches for multiple payments dates.
6 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…
6 votes -
Files - Allow file to be attached to multiple transactions
The inability to attach credit notes from a batch is becoming increasingly problematic. To clarify: multiple credit notes sent from suppliers under 1 PDF - there isn't the capability to transfer these into a separate folder and then attach each PDF multiple times when creating a credit note from a supplier. As soon as it is attached once it disappears! I have had multiple occasions where there are numerous credits in one PDF and am having to write all but one down in longhand so I can then create the Credits. There is not the function to attach these to…
2 votes -
Invoicing - Import invoices that include negative lines
Import data in at same Invoice number in multiple line but there is some negative amount need to included like deposit and charges etc
2 votes -
Bills - Show bank details in Bills to Pay screen
It would be good to be able to see the bank account details (BSB and Account number) on the new bill screen when entering invoices to be paid. By having the contacts bank details on the entry screen you can easily check that the bank details in Xero match what is on the invoice. This would save time of having to go and open the contact to check that the details match - not to mention save time of having to download the invoice so you can view it while checking against the contact. Being able to look at the…
24 votes -
EInvoicing - Connect with Purchase orders
When draft invoice/s are created via eInvoicing (Peppol network) will xero introduce the ability to call in/ match the invoice against a PO in xero (& subsequently mark the PO as billed)?
Many of us are required to raise PO's for our purchases - so this would be a handy feature!3 votes -
Invoice/Bill - Export invoice link
To include invoice link in column fields when exporting invoice details.
Reason: During times of audit, we will need to extract the invoices and it has to be done 1 by 1.
With this function made available, we are able to provide the links to the auditors in 1 click of a button.14 votes -
Xero Expenses: Automatic receipt scan in web app
Add the ability to extract data from scanned receipts in the Xero Expense web app.
At the moment, both the mobile app and HubDoc can automatically scan receipts and extract data (date, amount, payee, etc). This doesn't work in the web app and Hubdoc cannot send documents to the Expense app.
We use a document scanner to scan multiple reciepts at a time and then batch upload to our expense keeping app (Zoho Expense). Drag and drop multiple receipts into Zoho Expense and the software will automatically extract the data from multiple reciepts at a time. This is more user…
12 votes -
Expenses - Show payments applied to a claim
Xero does not show the correct balance due in expenses if a bill has been part paid
2 votes -
Invoice Payments - Send itemised receipts
Businesses need the ability to provide customers with itemized receipts so customers can process their insurance claims/tax deductions etc.
Xero currently does not allow this - and it is very frustrating.1 voteHey Jacquie, while there's no specific feature for this, you could create an advanced invoice template using DOCX that looks like a combined invoice/receipt. You could then switch themes when the invoice is paid, and resend the invoice. Hope this helps 👍
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Short-Term Cash Flow - Split payments on Bills
Hi
Client is wondering whether there is a way to split bills in the cash flow prediction to show half the bill being paid on this day and the remainder on another day. Currently you can tell it that we estimate to pay the bill in full on this day but can't see an option to split the bill.
Look forward to hearing from you.
Thanks
2 votes -
Xero Projects - Time tracking browser extension
I use Xero projects for freelancing and invoicing my clients and I track my time with the time tracker. For that, I need to open Xero or my app which takes time. Freshbooks had a time tracking extension which really worked great and I miss it so much. Is super easy and I can pause/ start the counter with just one click.
4 votes -
Chat - Insights and actions
I'd like to see a chat /conversational interface like ChatGPT where we can ask it questions like
What was our profitability last month?
Where is our biggest opportunity to cost cut?If I want to get profit to $*** with the same revenues what areas should I focus on cutting the most?
The goal here is to have conversational chat with Xero to dig through the data that's there and find action items to improve the business finances.
3 votesInteresting idea - Thanks for sharing, Carl.
Not something we have in the plans atm but we'll begin to get a sense of the interest surrounding this here.
In the meantime, if you'd like to get a view of insights from your org, you might like to look into Xero Analytics and Analytics Plus with Business Snapshot and Short term cashflows, two dashboards that give insight into your business information.
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Projects - User Options and Permissions
In projects it would be most useful we there were more user permission options. A check box of permissions you could give all staff
1- only have staff see the projects they are assigned to - To give staff privacy on work hours and expenses.
2- give all staff regardless of their permission access to expenses
3- give or withhold what financial information they can and can not see
4- give or limit the options for invoices/quotesBlanket permissions don't work.
33 votes
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