1499 results found
-
New Quote - Create blank lines in Quote
Since the new quote format was launched, we are no longer to insert a blank line in our quotes at the beginning of a new item. Previously, this allowed us to space out the quote a little so it didn
t look too jumbled and allowed us to space the quote neatly over two pages instead of just having a line of a quote on the second page if it didnt all quite fit on the first. Please put it back to how it was and allow us to insert blank lines at the beggining of an item.21 votesHi all, upon revisiting here we'll re-open this idea.
As you may have found - While possible to add a new line and drag & drop this to where you'd like it to sit in a quote. Once saved, blank lines that have no data in any field will disappear and lines with detail will condense.
Apologies for the earlier misunderstanding and we appreciate those who've feedback on the idea here too.
There aren't any direct plans for changing this behaviour for now. We have a keen eye on the interest here so please add your support through votes and importance.
For the time being, if you'd like to add a blank line in your quote you'll need to enter a character in the description field of the line - This could just be a hyphen or full stop
-
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".3 votes -
Invoice Only Access - View Contact History
Users with the Invoice Only (Approve and Pay) role should be able to view historic invoices/credite notes/bills for a customer or supplier within their contact page.
5 votes -
Sales invoices - Option to turn off prompt for allocating available credit
When we create a bilk of invoices we are stuck with Xero trying each time to allocate an existing Credit Note that will possibly never be allocated. How do we disable this annoying function?
6 votes -
Custom Report - Ability to create formula with any column
Custom Reports
The formula feature only appears to work for columns that are located to the left of the formula column.
Each column has a name, surely the name is the important element and not the position of the column on the report.
Can the formula feature be amended so that columns from anywhere in the report can be included6 votes -
Account transactions - Credit note/payment allocation to be supplemented by document number
I need CN and (over)payment allocation lines in Account Transactions to be supplemented by invoice number as unique document number. Currently, there is a link through Reference, but Reference might not be unique entry, and so tracking credit note allocation is not impossible. Thanks.
4 votes -
Sales Invoice - Auto save draft email when sending
When amending the email which is sent when sending an invoice, I sometimes accidentally touch the screen, causing the screen to swipe down, losing the message. If you swipe down on the email, could this not be saved as a draft with the draft invoice, so I don’t have to start again?
2 votesUnderstand the nuance, Jason. Do you often find yourself sending personalised emails with each invoice? If something a little more generic or widely used perhaps it could be worth setting this up as an email template?
-
Projects - Set date for change of charge rate
Staff members gets pay reviews each year, which means their cost change. But we are unable to get the change to commence from a certain date so reporting for prior year projects won't be accurate. any way we can put a change commencement date so reporting is more accurate?
6 votes -
Invoice Payments: Support for additional GoCardless accounts
Please can we have the functionality to add more than one gocardless account to one organisation? We have a client account where funds are directed to a trust account under one account and then our normal gocardless account and would be great to be able to include both sets of transactions (at the moment we have one linked and the other is updated manually at the end of the month.)
3 votes -
Expense Claims - Automatically pay claims, when the customer associated with the project pays their invoice
Expense Claims when assigned to a Customer in Projects should be automatically paid once the Customer pays their invoice. Currently even after they are paid the Expense is still outstanding in 'Bills You Need To Pay' on your dashboard. You then have to manually add payments for these Expenses even though they have already been paid by the assigned customer in Projects. It doesn't make sense.
1 vote -
Project Invoice - List Time Entries in Chronological Order
Listing Time Entries in Chronological Order in Invoicing for Projects.
As raised in support case CX0012531595 - I use projects to create invoices for clients and show time entries for all tasks - the problem is that the draft invoice seems to put all the entries in random order rather than a date order - there is no way to sort by date so that it reads chronologically for the client. Interestingly you can run a report to list entries by date, so that functionality exists in the platform but it needs to be brought into invoicing. I have seen…
18 votes -
Invoice Reminders - Trigger when importing from third party apps
Invoice reminders do not work when generating invoices in a third party app that pushes the invoices across to Xero.
This is unhelpful when the integration is otherwise seamless.
3 votes -
Quotes - Feature to create a worksheet
To be able to create a simple worksheet from your accepted quotes for your workshop.
1 vote -
Project detail report - Include Supplier invoices name and invoice reference
I would like to include the supplier invoices name and invoice reference on the on the project detail report rather than just the Expense name. Is there any way i can do this?
4 votes -
Invoice - Project address appears on invoice
Project Address to appear on sales invoice - feel like this is critical for business's in the construction industry
14 votes -
Quotes - Option to bulk add new lines, as you can in Classic Invoicing
hi, please add bulk item lines function in quotation as like invoice.
1 vote -
Quotes - Reduce number of steps to create and send
New quote screen has created a lot of extra steps in creating quotes
i.e.
- moved buttons out of intuitive workflow space
- save button now hidden at top right instead of at bottom of quote
- quote numbers less visible once saved
- sending a saved quote takes a lot more stepsUnderstand the need for new framework but the workflow changes have made creating quotes longer and more complicated. Thanks.
22 votes -
Projects - Show all employees that have submitted expenses
In Projects, it's vital that the employee who submitted expenses is shown on ALL Project reports.
Why? Because at the moment, it's impossible for the Project Manager to check if all employees working on the project have submitted their expenses. It could also be that they HAVE added an expense but 'forgotten' to add the Project to it so it doesn't get included - because use of this this field is NOT mandatory in expenses.
2. It would also be very helpful if the gross and net amounts are available in all reports. Again, for a Project manager, it's difficult…1 vote -
Rounding - Option to exclude decimals and automatically round
Have option to remove decimals entirely. I.e. Have no ability to input decimals and where calculations are done, e.g. VAT, to round off.
1 vote -
Xero Accounting App & Web - Attach sound files and memos to transactions
Ability to attach and record sound files/clips/memos to transactions from the xero app (or web) that can be played natively in web browser
2 votes
- Don't see your idea?