1419 results found
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Email to Bill - Auto attach copy of source email as a file when creating bill
When a client emails bills into Xero files, they often include a note saying APPROVED or POST TO DIRECT COSTS and even- PLEASE PAY TOMORROW. At the moment I have to open the email, take a copy, email it back into Xero files and then attach that to the bill along with the original bill. Can a copy of the email be automatically attached to the bill when it is processed from files? It would save a lot of time.
6 votes -
Xero Expenses - Negative line on a claim
The ability for the expenses claimant to process a negative claim where they have purchased something using their company card and subsequently received a credit for part or all of the original payment amount e.g. over charge or returned goods.
23 votes -
Projects - Pre-set task in time entry for projects with a single task
Most of my projects just have one task, so when I go and create a time entry for a project with a single task, it would be great if the task was already set.
2 votes -
Bills | Multi-currency - Show total amount owing at date bill raised
On a multi currency company it would be better for the total amount showing due matches the balance of all bills as per the date they were raised.
It causes confusion for clients when they pay a supplier, they usually just check total owed against the contact, if it's fluctuating to reflect exchange rates this means they may under or over pay the actual original bills.2 votes -
Projects | Tasks & expenses - Ability to group estimated expenses
Xero Projects - Group estimated expenses
It would be helpful to be able to set up categories to group together estimated expenses. For projects with lots of different expenses but of a similiar type it would be useful to be able to group these to more quickly see the various costs of a project. For example, to separate out administrative costs from material costs at a glance, so there would be a 'category' into which we could put tasks, estimated expenses and expenses to distinguish from other major costs while still tracking individual costs against the specific estimate.7 votes -
Sales Invoice - Mark as shipped or processed
Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.
An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.
A tracking number would be useful, too. Setting it to "shipped" would send…
29 votes -
Invoicing | View outstanding bills - Simpler process to access
Title says it all, the current process requires a customer to full sign up with Xero (and be almost/forced to PAY) just to see an invoice history.
This should be accessible via a rotating link where the current "View all invoices" link is in the upper right -- or extremely simple login system that just takes an email and password.
5 votesHi Adam, understand that there can be confusion for a customer if it is their first time making use of the link and not already having a Xero account.
The need for the user to create a Xero login to access and view their outstanding invoices with you if for yours and their security in the information that can be viewed.
Appreciate you may like a simpler sign up process for them and I have slightly adjusted the title of your idea here for this. It's not something we have intentions of developing at this time, but we will get a sense of the wider interest from your idea here.
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Expenses - Automatically recognise and code expenses from repeat suppliers
It would be nice if expenses could learn and assign a specific account automatically to expenses from a regular supplier.
The process could be:
1) I take a photo of a receipt
2) The analyse feature reads the receipt and fills in the date, supplier and amountTHE NEW BIT:
3) Expeses realises this is a supplier I've analysed a receipt from recently and codes it to the account I coded it to last time2 votes -
Projects - Report based on employee projects
Projects - Would be terrific if we could produce a report based on employee projects, for example to be able to see what staff currently have on, the $$ they have quoted for a period of time etc.
19 votes -
Permissions - Individual access to products & services
I could do with being able to give the product's and services feature to low level users
17 votes -
Cheques: Voucher - Show tax amount on each line item
Ability to format a cheque voucher so that the tax amount shows on each line item and not just in the total below or even better so that sales tax automatically shows within the line item amount.
30 votes -
Sales Invoice - Collate lines of a single invoice when exporting
When exporting invoices if an invoice has multiple lines in Xero it also appears with multiple lines on the exported Excel.
Can we have some way to collate the invoice lines onto one line on the excel?
Currently when exporting a bulk amount of invoices we have to manually combine lines on the spreadsheet for the same invoice. This can take a lot of time and often lead to mistakes as manual calculation is needed to get the correct invoice amount.
2 votesCan you provide more detail of your reason for needing to export invoices from Xero, Balraj?
We don't have any plans for changing the format of the export right now, however it sounds like this is a common action for you, and it'd be good to better understand the use case that we can share with the team.
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Xero Projects: Input historical invoices and expenses
Xero Project Module
we are currently using Xero Project module.
the duration of each project is around 3 years.I need to have an interface that allows me to input the sales invoices issued, purchases & expenses related to this project in the last 2 Financial years.
I need to track the profitability of this particular project that will be a duration of over 3 years
2 votes -
Payments - Add support for the US FedNow instant payment system
The new (as of July 2023) FedNow system is going to allow bill/account/request payments at a nominal fee in the United States. Are there any plans by Xero to add native support for this network?
1 vote -
Projects Financials | Bills assigned - Include reference column
Reports: Project Financials
Include the ref of bills and invoices as an optional column on this report. At present the only way to include this information is to re type it into the description of each line on a bill or invoice, which is not efficient.5 votes -
Repeating Invoices: Nominate annual dates for issuing repeat invoices.
The option to select up to four specific dates per year to generate invoices. The every 3 month option doesn't allow for office closure periods during holiday breaks and at least one of every 4 invoices per year is at an inopportune time.
1 vote -
Invoices within sales overview page - Distinguish automatic paid invoices from regular online invoices
Invoices that are automatically deducted from your bank account will be shown as awaiting payment as long as they are not paid, but should be clearly distinguishable from invoices that you still need to pay, i.e. take action on. This way you have an accurate overview of your account balance, expected payments, and actions you need to take.
1 vote -
Purchase Order - Delivery Date for each line item
Ability to add a delivery date to the purchase order for each line item.
29 votesHey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.
However, if anything changes in this space, we’ll update you on this idea!
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Batch payments - Back to revert to Awaiting Payments list with selections
Back button from the New Batch Payment window should take you to the Awaiting Payment window with the purchase invoices still checked. This has been lost with the upgrade to the Purchases window.
Now, the "back" button from an open batch takes you to the Purchases Overview, so you lose everything you've done4 votes -
Xero expenses - Ability to create custom template
Many organisations pay staff tax free money when they work away from the office more than 24 hours. Currently there is no expense claim format that allows this type of reimbursement to be entered.
Is it possible to have flexibility to create our own expense templates?
3 votes
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