1644 results found
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Batch Payment | Remittance Advice - Create for batches that include an overpayment hin there
Please allow remittance advices to be sent to clients from a batch payment even if it contains an overpayment. There is something fundamentally wrong for there not to be an option for this. A batch payment of 100 invoices with an overpayment of 1 is not cause for there not being an option to send a remittance advice to my clients. I've had to search the page and manually extract it onto an excel file and then send to suppliers. Very time consuming especially if you make large batch payments for over 50 different suppliers.
57 votes -
Invoices | Statements: Highlight overdue in PDF
Statements to highlight overdue invoices. When running a statement there may be multiple invoices listed, it would be handy if the ones that were overdue could highlighted as such. currently we are editing every pdf to let customers know which invoices are overdue and this would be a huge time saver.
18 votes -
Invoice - Add billable expense hyperlink invoice to bill
I can create a Purchase Order, and from that I can mark it as billed and it creates a bill record for this purchase, putting the PO number into the Reference field of the Bill. The Bill also has a hyperlink to jump to the Purchase Order.
Within the Bill, I can assign the expense to a customer, which is fine.
When I create the customer Invoice, I have the option to add billable expenses, which is fine, and it marks the line as a billable expense, but there is no hyperlink to jump from the Invoice to the Bill.…37 votes -
Reports - a comparison of the quarter to date actuals to the quarterly budget
We would like the ability to prepare budgets based on quarterly reporting, but enable a comparison of the quarter to date actuals to the quarterly budget
2 votes -
Xero - Integrate Xero with Dance Studio Pro
Would love to see an integration of Dance Studio Pro into Xero. Invoicing for dance studio in Xero is not sufficient and would love to have the capabilities of the Dance program integrated into Xero.
1 vote -
Quotes - Auto update quote number when revised
It would be useful if the Quote number automatically updated when it was revised.
Rev 1, 2 ect.8 votes -
Banking - Bank deposit slip with subtotals for cash and cheques
Ability to print a deposit slip that shows the subtotals of cash and cheques.
Purpose: Users can easily see the figure of subtotal cash and cheques in the deposit slip.
58 votes -
Invoices | Projects - Include project field on invoice summary screen
Can we include the Project field on the invoice summary screen - to help us manage whether a project has been allocated to an invoice but also manage potential duplicates.
2 votes -
Dashboard - Show total of unsent invoices in 'Invoices owed to you' section.
The Dashboard panel "Invoices owed to you" shows the number and total of
* Draft Invoices
* Awaiting Payment
* OverdueHaving a fourth line showing Unsent invoices would quickly notify users of those approved invoices which haven't yet been sent, whether intentionally or in error.
4 votes -
Invoice - Include the payment dates and payments made when sending invoices to clients.
Include the payment dates and payments made when sending invoices to clients.
Currently once the invoice is downloaded or sent to client, it shows the total amount paid, but not broken down by date as per the screen shot i have attached. Currently it only shows «InvoiceTotalNetPayments»30 votes -
Projects - Track labour costs without generating an invoice
I would like to track labour costs in project without invoicing them. The invoicing is done differently. It goes per bag packed, but I would like to know how much on labour it costs to pack the bags. Thank you.
2 votes -
Email to bills - Ability to add note that's included in History & Notes of the bill
We generally forward incoming bills for payment to Xero by emailing the bill to bills.b3xxxxxxxxxxxx@xerofiles.com) resulting in them getting queued in 'Draft' - which of course is a beautiful feature. At that point our finance manager will go through and process them to the point of Awaiting Payment (i.e. check them, allocate as appropriate, etc.).
On occasion there is additional information people in the business may wish to communicate to the finance manager about this (e.g. where it should be allocated to, or other descriptive information/special instructions).
Presently this requires a separate email to be sent to the finance…7 votes -
Sales invoice - Include inventory item details in billable expense
When creating an invoice for a customer and applying the “items” that were assigned to the customer it would be very helpful for Xero to apply all of the relevant information that was entered for the item to the invoice. Such as sales price, revenue account etc. Currently the billable expense information that is applied is the “cost price” only, which is not relevant on a customer invoice, and you must set the revenue account for each line item. All of the information is already entered in the inventory for the item.
16 votes -
Cash Flow Projection - Ability to edit or amend cash flow prediction analytics function
Ability to update and amend or assist as a user the cash flow prediction analytics function. Currently the cashflow analysis prediction function doesn't pick up a number of our regularly occurring expense invoices and sales invoices (also sometimes it has them coded as monthly rather than fortnightly etc). Result is that for us the cashflow analytics is very inaccurate and then not usable and as user we are unable to amend or update. But think it could be a good tool if we could work with it somehow to update the AI and predictions
3 votes -
Projects | Tabs - Ability to filter by status
To add Sort and Filter into Quotes & Invoices and Task & expenses inside a Project, so we can filter by Price/Status/Draft/Awaiting payment/Paid or sort we we want it
6 votesHi Millena, is there a specific reason you'd like to do this in the Project tabs versus in a report?
We have similar ideas for the ability to filter by status in reports so trying to understand if there are extra needs here or if we should merge your idea in with that one. Thanks🙂
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Inventory - Part exchange feature for tracked items
When raising a sales invoice for the part exchange of a vehicle there should be a feature to record the entire sale and then debit the A/r account for the amount of cash payment owed and them debit the remaining balance to a tracked inventory account.
EG.
CR Sales 8,500
DR A/R 3,500
DR Tracked inventory 5,000
1 vote -
Contact record - filter view based on activity type
When viewing a Contact's record, the activity can appear cluttered with every single change made, including adding planned payment dates, removing planned payment dates, adding invoice notes, editing the contact's record etc.
It would be good to be able to filter this page to look at say Bills Paid and Invoices Paid only; or Invoice Sent only.
As it works now, for a very active contact, this can quickly become difficult to navigate.5 votesThanks for your feedback and sharing your idea in the forums here, Jo - As part of our work for 'building on beautiful' a contact record is the next page in this space that'll be getting a new look.
Though a little too soon to confirm what it will look like, I can say that the page will be cleaner, with filters to help with viewing what is shown on the page.
I'll keep you updated, here 😁
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Invoicing - Make multiple payments without exiting invoice
Entering multiple payments to an Invoice in Xero. Currently it exits the invoice when you enter a part payment in the payment section. I often want to enter several payments for cash received and card payment received on several days and have to keep going back into the invoice for each payment.
48 votes -
Purchase Order - Report that shows invoice against PO and remaining balance
A report that shows all purchase orders with invoices against them and balance remaining.
61 votesHi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
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Sales Invoice - Select "reply to" email address from dropdown
SO annoying that when we want to send an invoice using a different email address we have to always go into "Settings > Email Settings" to change the email address and then go back into it to change back once done. Why cannot we select the "reply to" email address from a drop down just like the "email template"?
18 votesHi team, we appreciate the interest in being able to change the reply to email when sending an invoice. This isn't something we have in our plans atm, but our product team are aware of this idea and we will continue to gain interest from our community for this here.
Just to confirm currently within invoicing you'll be able to see the current reply to email from the preview of the invoice on the right hand side. If you'd like to change this before sending you'll need to hop across to the Email Settings. Thanks
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