1482 results found
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Projects - view time entries by task
It would be useful to see a breakdown of the time assigned to each task within a project, rather than just a list of the time entries in date order. Seeing the overall time on the task page is useful, but being able to delve into that would be more useful.
15 votes -
Checks - make the payee name field only appear above the address field
Ability to make the payee name field to be placed only above the address field.
Purpose: To make Cheques look more professional, as Payee name only shows above the address field.
13 votes -
Customer Statement - Show in a foreign currency
Statement of Account able to toggle difference currency since we have set a exchange rate should be able to tabulate base on the exchange rate
16 votesHi everyone,
Reiterating what Kelly Munro shared previously, if you're using multi-currency in Xero, invoices issued to a contact in a foreign currency will be shown in the currency it was issued - example attached.
I see there's been new voters over the last couple of months and was hoping some of you could add a comment to describe more specifically what you're looking for, if the example above is not suitable. Let me know if it is though!
For example, do you want to see the ability to show the Customer Statement in a single foreign currency only?
Thanks!
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Invoicing - Create individual Payment Instruction using notes from Contacts
Users can easily generate payment instructions using the information in the contact list in Xero rather than doing it manually.
2 votes -
Invoice - Ability to search invoices using account number
When using the search fund for INVOICES current options are: Enter Number, Reference, Contact or Amount. It would be nice to also be able to search by the account number issued to your clients.
14 votes -
Projects | Connect Quotes and Deposits
The Quote information should come forward on the invoice whether you are invoicing from the Quote or invoicing from the Project Amount OR the deposit amount needs to show when invoicing from the Quote.
It doesn't make sense that if someone pays a deposit, I have to use the project amount to invoice but have to re-enter all the quote information (our quotes are broke out in areas with a dollar amount for that area to be invoiced).
If I use the Invoice from Quote, then the deposit amount doesn't show. I then have to work around the deposit that…
4 votes -
Projects - bring Expenses through when Duplicated
Projects - when duplicating a project, expenses need to follow through as well.
8 votes -
Quotes - Check Quantity on Hand for Inventory Items
When sending a quotation it would be really helpful if the system did not allow the quote to exceed the number of items held in inventory in the same way as invoicing does. There is little point in quoting for items that we do not hold in stock and we do not operate negative balances for inventory.
7 votesAppreciate your interest in raising your idea. Being open this isn't something we have plans for right now. There are some industries where it is common to quote for stock that is yet to be purchased, without having to purchase he inventory in advance.
We'll continue to monitor the idea here, but want to be upfront that there are no plans to change this in the near term.
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Bills - Hold previous selection when returning to list after editing a bill
Tick boxes on the awaiting payment bills screen to remain after editing a bill in Xero.
Before the new update to Xero, it was possible while ticking bills in the (Bills - Awaiting Payment Tab) - for a batch payment, to edit any that might have a slight error. For instance if you had ticked about 100 bills and noticed one had the wrong amount, it used to be possible to edit it, use the back arrow to go back to your Awaiting Payment Tab and all the bills you had previously ticked, were still ticked (or highlighted in blue).…
3 votes -
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
1 vote -
Checks - Control Printing Order
I haven't yet been able to determine what order checks print selected bills in, and they seemingly change their sort order if you select them to print again. Is there a way to control the order they print in to come out alphabetically by payee, so that we can more efficiently match them up to the letters they need mailed out with? Or, have a way to select how you want them sorted (i.e. by payee, memo, etc.) on the Pay by Check screen when printing multiple bills?
9 votes -
Invoices List - Show totals of items selected
On an invoice search from 'All' or 'Paid' Invoices - it would be useful to able to select any or all invoices, and see the £ total of the items selected. This function exists in the Invoices 'Awaiting Payments', and 'Drafts'. On the 'Paid' invoice section, you can select the invoices but it does not show you the total £, only number of items selected. From the 'All' section there is no ability to select any invoices. It would be great if in all sections where you wanted to you can select any / all invoices and it calculates the…
11 votes -
Bills - Ability to zoom in on a bill that's been uploaded.
There used to be a feature that you could zoom into a bill that had been uploaded when putting the information into Xero ( when the bill shows at the left of the Xero page ) This has gone and now I have to keep popping bills in and out to see details. Please could it be re-instated
1 vote -
Inventory - Receipt goods in Xero
receipt goods in Xero
7 votesThanks for posting, Peoples Coffee.
While we'll track the interest of this here, I to be open that we don't have plans to expand Purchase Orders for this capability in the near term.
You may find this discussion where a community member has explained a little more.
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Invoice Template - Make organisation email address a mandatory field
On the invoice template a mandatory field to be completed of the business email address. Majority on Xero invoices sent don't have an email address which makes it difficult to contact the business via email.
7 votesThanks for the confirmation, Andrew and Sue. While it's possible to add the organisations email in the Contact details field of a Standard branding theme, and could be inserted as Static text on an Advanced template, appreciate there is no specific field for this atm, and why you may like to make this mandatory or a default on the template.
We'll leave your idea for making this mandatory here and you may like to also join this idea for providing as a specific field for this in advanced templates. Being open it's not something we have direct plans for atm, but we'll keep an eye on the interest here and share if there's any plans made.
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Reconciliation - Add project without adding details
At the moment to enter a project number when reconciling, you have to enter details every time. Can you add the project drop-down box into the bank rec screen for every transaction
12 votes -
Timesheets - Ability to customise their own workplace tasks on the timesheets
Ability for employees to choose tasks carried out via drop down menu.
It would be great if companies had the flexibility to customise their own workplace tasks on the timesheets. This way when employees are filling in their timesheets they can choose the task / tasks they have done for that day and then input the respective hours for each task.
8 votes -
Receipts - Add payment date on Custom Receipts
For invoices/receipts that are created by a custom branding theme, change the 'issue date' to 'invoice issue date', and create a separate field for 'payment date'.
This is so that when an invoice is sent in 2021, and payment is made in 2022, the receipt that is automatically generated will clearly show both dates, instead of just the issue date which implies that the receipt was issued in year 2021 when it was actually issued in year 2022.
13 votes -
Xero Expenses - Default to today's date for receipts if date is missing
If Xero Expenses' OCR reader doesn't find a date in a photo/receipt, it sets it as 19 Feb 2022 (from reviewing a number of Expenses in my organisation submitted in December 2022 that don't have visible dates).
It would be more helpful to set the date as the day the Expense was initially created.
The submitter is likely to have incurred the Expense on the day they take a photo of the receipt.As it currently is, if a period isn't locked and the Approver isn't checking dates, they may inadvertently post entries to the wrong period, even a historical/filed…
2 votes -
Xero Accounting app | Credit Note - Add a file
We use the app to add a photo to an invoice. It would be great to be able to add a photo to a credit note too.
5 votesThanks for raising the idea, team.
Right now, we don't have plans for developing the ability to edit Credit Notes within the mobile Accounting app which is where functions like adding files would come in, too.
It's good to begin tracking the interest of this here, but want to be upfront with this atm.
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