1427 results found
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Purchase Order - Add a maximum limit for user to create PO
Purchase Orders - bring a limit in that people cannot go above without authorisation
15 votes -
Bills - Copy Repeating Bill
Would love the ability to copy an existing repeating bill instead of having to open another window with all the features that the new repeating bill should have and having to manually add them all.
19 votes -
Expenses Claims Detail Report - Include approver
I would like to be able to run a report on expense claims which shows who has approved them at a glance, like a payable invoice report . At the moment, you have to open each and every claim to see who has approved it.
Thanks,
Sarah7 votes -
Invoicing - Choose which columns to show on the Invoices screens
It would be great to be able to choose which headings are visible on the default invoices view. There are some customisable reports which allow you to run a report with your preferred view. But for others such as repeating invoices there are no options.
Our company has different teams, so for these it would be good to customise the column headers, to show the contact groups the client belongs to. This would allow us to forecast what upcoming invoices are due for each team, so that they can allocate resources accordingly.
Ideally the following would be helpful
1) the…16 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 -
Organisation Settings | 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 -
Bills - Include tracking category in Purchase Order PDF export
"Purchase order PDFs only include information that's relevant to your supplier. Fields such as the account code or tracking aren’t included on the PDF. "
It may not be relevant to the supplier but it's critical for the Accounts Payable person to match and code to the relevant account. We track POs based on Property category and also if they are extras to the contract.. A printed PO is attached to the Vendor bill but we have to go back to the PO in the system to see the expense code and if it's extra to a contract.
4 votes -
Checks - Scanned signatures on paper checks
We write paper checks for some of our clients using a blank check style format. It would be nice to be able to insert a scanned signature on the signature line on the check style. This would enable the authorized signature to print on all checks printed.
19 votes -
Organization settings: Include option for Limited Liability Company type
Add LLC for Organization Type
3 votes -
Projects - Ability to add Project Stages
Ability to add additional stages for projects and also manual start and end dates that can be used in reports.
30 votesHi Kevin, we'll get a sense of your idea for multiple project stages here, welcome to add another for start & end dates that we can track too. 🙂
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Dashboard - Option to pin the bank summary report to the Dashboard
Pin the Bank Summary report to your Dashboard
It would be nice to be able to Pin the Bank Summary on the Dashboard so that you can see the In and Out on your bank feed with a glance.
1 vote -
Expense Claims: Ability to add notes
Xero should add "Add Note" to Expense Claim just like we have it on Bills to pay. This would be helpful for requesters to provide additional information or make comment on their payment requests. Thank you.
10 votes -
Reports - YTD drop-down in "Compare With" field
Looking out our month-on-month Income Statement is cumbersome. Adding "YTD" in the "compare with" field would be an upgrade to fairly standard accounting.
thanks.1 vote -
Xero Accounting app - Option to crop when scanning receipts
Please add cropping function on the app when you are adding photo of a business expense receipt.
5 votes -
Repeating invoice for a customer group
The ability to create a repeating invoice to a customer group
15 votes -
Invoice Templates - Drag and drop invoice designer
How come the process of designing invoices is so painful? It would be great to have a built-in drag and drop invoice designer. I realise it won't be easy but it's mad that our only option is to design them in Word. There are so many sites that allow similar functionality, albeit for non-finance related areas like marketing.
27 votes -
Credit Note - 'Accept and Next' Button for credit note entries
Bills has an 'Accept & Next' Button. It would be great to have the same feature for Credit Notes.
1 vote -
Invoicing - Allow users to edit the same invoice at the same time without duplication
We have problem with Xero, For one user Xero approving and then editing same invoice on same time, When it is editing on same time it is adding same line items twice on the invoices resulting invoice amount is double. Any one having same issue ? How to solve this issue ?
1 vote -
Sales - Ability to calculate commissions
Ability to track Sales representatives commission for each sale.
Each invoice to a customer will require a commission calculation to be made and accrued to the reps account.Purpose: Ease of keeping track of commissions owed, and a pulse on cashflows
32 votes
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