1425 results found
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Xero App - Show outstanding balance on invoices instead of the total amount
I often take part-payments against customer invoices in Xero. But, when I use the app, the full sales invoice amount appears rather than the remaining balance. The app should show the remaining balance on sales invoices - when viewing the list of unpaid invoices.
1 vote -
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…
3 votes -
Branding Themes - Invoice merge field for customer's business registration number
I want to be able to merge a customer's business registration number onto a custom invoice template.
There is a field for this in the database but no merge field available.
15 votes -
Contacts | Quotes - View declined quotes for a contact from their record
Declined quotes to appear in the activity list of a contact - At the moment they do not and the only way to determine if a quote was raised previously is through a search through quotes.
Since it is an activity linked to a contact, fruitful or not, this should be linked to activity list of the contact.
7 votes -
Inventory - First-In-First-Out (FIFO) option in Tracked Inventory
Offer First-In-First-Out (FIFO) accounting within Tracked Inventory as an option.
Purpose: Established US Companies tend to use FIFO for inventory valuation, so Xero would widen its scope of clients by offering the option. Plus, the option adoption would make reporting of its current US clients so much more straightforward.
26 votes -
Xero Expenses - Option to Approve and View Next
Currently when you hit approve on an expense it takes you back to the To Review list. This trip back to where I started adds unnecessary clicks and load times. It would be faster if there was an Approve and View Next option, the same way there is when working through draft bills.
6 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…14 votes -
Contacts | Payments - Direct debit file upload
Want to create a AFI file in Xero to collect payments directly from my client's via direct debit.
14 votesHi 👋 you can set up direct debit payment services with GoCardless which enables more seamless payment collection from your customers.
Being rather security conscious we don't have any plans for enabling export of this sort of information from Xero any time in the near future and you may want to explore other options like the GoCardless integration for now.
We'll keep an eye on the interest for this here.
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Purchase orders: Ability to add CIS labour & materials
Allocate purchase orders to CIS labour & CIS material account codes. Obviously these shouldn't be included in the CIS report until the purchase order is changed into a bill.
13 votes -
Quotes - Resize summary window
We are a professional services company and use the quote feature to outline our objectives, scope of work and deliverables for a potential new project. As such, we use the summary window to enter all this information.
It would be very useful for us to be able to resize the summary window to view a larger portion of the text. Some of our descriptions can run to several paragraphs and as such, the ability to review more text would be incredibly useful.
I hope this can be implemented with some simple coding.
Thank you.
3 votes -
Bills - Apply contact defaults when sending bills to Xero (e-invoice, 3rd party etc.)
Populate Contact Purchase Defaults when Bills arrive as e-invoice or from 3rd party app.
As a bookkeeper I was so looking forward to promoting and using e-invoicing, but unfortunately it's not going to work for me (and many of my clients). This is because we often have invoices with A LOT of line items which are brought into Xero just as a total with one line only. However, if we receive an e-invoice all the individual lines would come into Xero and then we are faced with having to click through every individual line to populate the default purchase GL…
16 votesThanks for your support here, everyone. Appreciate there is some interest in this from people emailing bills to their organisation, or importing via a 3rd party application.
We wanted to share a recent change we've made for those using eInvoicing - invoices received via Xero's eInvoicing will apply Contact defaults (such as a set default 'Purchase account) when creating the invoice in Xero. 😁
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Invoicing - Don't show Pay Now on invoices for Direct Debit customers
'Pay Now' shouldn't be displayed on invoices where the customer already has a DD in place as it is confusing, could lead to duplicate payments and cause them to contact us to query whether there is a problem with their DD when they don't need to. Xero say this is because xero can't differentiate customers who already have a DD in place, but they can - there is a flag and this is visible in settings and therefore must be available to developers.
2 votes -
Repeating invoices - Daily repeating option
Repeating invoices only currently have the option for weekly or monthly- would be really helpful for an daily option
22 votes -
CIS - File for overpayments allocated to a CIS invoice
Yes that's right. Let's say you pay a subby £150 in advance and allocate that as an overpayment on their account from the bank feed. You then get an invoice from them a couple of weeks later for £500 and deduct CIS of £100 leaving £400 outstanding. You allocate the overpayment from the account of £150 and pay your subby the balance of £250. The system will only declare CIS on the £250 element of what you have paid. You have to know an overpayment has been allocated, reverse it and allocate the payment directly to the invoice for it…
12 votes -
Connected App - Supplier data-sync for purchases
Option to data-sync Amazon, Ebay, Etsy etc accounts to allow VAT invoices to automatically assign to purchases. This would save so much time each quarter when preparing VAT.
1 vote -
Invoices - Show overpayment reference number on credit when applying to invoice
When an overpayment is entered while reconciling the bank transaction, the reference we enter while creating overpayment transaction should appear in the reference tab while applying the credit to an invoice.
6 votes -
Projects - Sort Tasks and Expenses
Please allow for a sort filter on tasks and expenses within a project to be able to sort alphabetically A-Z.
25 votesHi team, while we began work on developing the ability search and sort by tasks in Projects the teams focus had to shift to other priority work and we want to be open that this has been put down for now.
When there is the ability to pick this back up we'll return to share with you here.
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Bills to pay - Add column for 'Account'
Please add a setting option or a column for display details about "Account" in the table shown in "Bills to pay" instead of only showing "Ref" which the information of "Account" is important and moreover we don't need to waste time to entry "Ref" for checking.
6 votes -
Invoice - Email to create an invoice in Xero
Similar to the ability to email bills into Xero, can we get the ability to email in invoices into Xero please?
Bill email notes
https://central.xero.com/s/article/Email-PDF-bills-into-your-Xero-organisation25 votesHi team, we appreciate your feedback here however we want to be honest that we don't have plans for developing the ability to email invoices to Xero the same as bills atm.
If you haven't already, we'd recommend exploring connecting Hubdoc to your organisation. It's possible to Publish documents from Hubdoc to Xero as an Invoice.
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Bills - Option to tick items and move to the relevant tab
We need a tick box in the ALL tab section for Purchase Overview Bills - We should be able to from the ALL tab select Draft, Awaiting approval, Awaiting payment, Repeating. You constantly have to go from tab to tab when searching in ALL
1 vote
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