1418 results found
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Invoice - 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 -
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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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 -
Go Cardless | Notification of Direct Debit failure
If the company uses the Go Cardless payment feature, it would be good to have the fuctionality to know if a direct debit has failed
14 votes -
Repeating Invoices - Don't revert to Draft when the template owner is removed
Stop repeating invoices being changed to draft when the author/owner/user that added it has been deleted.
Right now when a repeating invoice template has been created by a user who has since been deleted, the repeating invoice template option will be reverted to 'save as draft'.
24 votes -
Batch Payment | PDF - Print invoices in logical order
When you print a batch payment to PDF it currently prints the invoices in a random order (not by supplier name, not by date, not by amount, not by invoice number, not by Details -- completely random by the looks of it).
It would be great if the invoices on this PDF could be sorted in the following order to make the PDF easier to read:
Supplier Name
Invoice Date
Due Date
Invoice NumberIf you are trying to use this report to check all invoices from a statement have been included, its currently very difficult/waste of time.
26 votes -
Projects | Timesheets: Ability to set description field as mandatory
There should be an option to make the description field for users completing their timesheets mandatory. This would enable Project Managers and Finance Managers to view more detailed information other than the number of hours worked on tasks.
Currently many users do not fill in the description because it is not compulsory, which means that this detail is lost and decisions surrounding resourcing of Projects are not as accurate.
This is critical to businesses where R&D is a large area and therefore efficient Project Management is key. As this may not be critical to all business using the Projects Module,…
9 votes -
Projects - See all unpaid bills linked to a Project invoice
When I assign supplier invoices to a project then charge the client those amounts and get paid, at the moment to then go and pay those supplier invoices after being payed by the client I have to note down all the invoice numbers then go into bills to pay and find all the invoices to create a batch payment. it would be helpful to be able to pay the bills attached to the invoice through the project tab or even be able to select an invoice in the bills tab and have it show all the bills attached to that…
1 vote -
Invoices: Option to only show item code in item column
Invoice setting: There should be the ability to remove the Item Name from the Item column when creating or editing invoices.
Currently it is not possible to show only the items code.9 votes -
Sales Invoice - Ability to lock individual invoices and credit notes
Feature that only certain users can change invoices and credit notes after they have been approved.
Our client has had various invoices and credit notes changed after they have been approved and sent to customers.
4 votesTotally understand it won't suit all circumstances - With no current plans to add individual locks per invoice, perhaps the Invoice Only Draft role may be appropriate for some users and reduce the # of users in the org with the ability to edit approved invoices?
Another way to keep an eye on who which users are making changes to approved invoices would be to check the History & notes.
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Contacts: Pay bills from supplier contact page
I would like the facility to pay a supplier from within the supplier page. You can see all the invoices that are due for payment while on the supplier page, but then have to leave that screen, go to bills to pay > awaiting payment > search supplier.
The process could be much simpler.7 votesAppreciate feedback on my recent update - If you're looking to pay one bill you can easily open the transaction from the Contacts page, however it's not possible to create a batch payment or pay multiple bills from this screen atm.
This isn't something we have plans for right now, but we'll re-open this idea to continue to track the interest. I'll share if there's any change or updates here.
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Quotes - Approval process similar to invoices
Require functionality that allows quotes to be sent to management for approval before they can be sent out to customers.
Purpose: to reduce business risk and ensure prices / vendor terms are agreed and approved.11 votes -
Reporting customisation - M1 - Medicare levy exemption' and 'M2 - Medicare levy surcharge' are not available.
We would like to be able to generate a report that would capture all clients that are entitled to Medicare levy exemption.
1 vote -
Bills to Pay - Remove 'New bill' drop down
With the "new look" bills having been implemented, all the different bill options are under a drop down where you select new bill, new CN, new repeating etc.
I appreciate that this looks tidier or something, but when you're inputting about 20 CNs, having to go through the dropdown for each of them is really tedious.
Also: after approving a bill there's an option to add another bill directly, but that doesn't happen if the bill is submitted for approval or saved as draft. Can this be implemented?There is also no option to go straight to a new CN…
2 votesHi there, I know it's been sometime since you first raised your idea with us here, and as you may have noticed there have been a lot more changes within the bills to pay space that improve flows and efficiency in managing your bills.
It'd be good to hear back if you're finding these changes have improved things for you when entering and managing bills - For example rather than approving individual bills, with the quick view you can now quickly scan the detail and approve single or multiple bills at once from the list view, and with New bill drop down available on this same screen, you can + New credit note without extra clicks.
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Products and services - View 4 decimal places
The old Xero version of Products and Services was really useful, as would show individual pieces costs to 4 decimal places.
The new version only shows 2 decimal places - we would really like to be able to see the 4 decimal places again!The old version was also more user friendly, as you could 'tab' shortcut from one section to another when making adjustments. The new version you need to use your mouse and select everything which takes much longer.
Would you be able to update this?
9 votes -
Credit Note - Flag up credit notes when entered twice
When you enter an invoice it flags up to say that it has already been entered, with a credit note this function is not available, could this be added?
19 votes -
Projects - Add Project Start Date and the Name of who started it.
Projects- Add date project is started in xero and the name of who started it. This will help us to be able to determine how many days a job took from order date to completion.
We will also be able to tell who started the project if we need further information about it. Something like the 'History and Notes' in the Invoices, where there is a record of who generated the 'Project' and on what date and who makes changes along the way would be perfect. We currently have a project that we are not able to see when it…1 vote -
User role | Invoice Only - Send receipt for payment
As the Standard user role is required to send a customer receipts for invoice payments or receive money transactions (https://central.xero.com/s/article/Send-a-receipt-to-a-customer), clerical staff assigned this role can view all bank account balances. As most business owners would prefer that bank balances remain confidential, adding the ability to generate customer receipts to the Invoices Only role would alleviate this concern.
32 votes -
Projects - Ability to set a Daily rate
Projects currently only allows hourly rate, fixed price or non chargeable time. It would be great to be able to select a daily rate option
9 votes
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