1619 results found
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Invoice Branding - Ability to map to specific currencies.
It would be great that it would be possible to set a default branding theme for a particular currency. This way the payment details added to a theme tailored for a Currency will match the invoice currency without manually having to set the correct theme in the invoice.
7 votesHi Thomas, while you can't match a specific branding theme based on the currency of the invoice, you can set this at a Contact level.
If you generally invoice a contact in a particular currency this means that you set this in the Contacts record within their Sales defaults section - see more in Xero central
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Purchase order - Ability to attach PO to the invoice
Attach the raised purchase order to the invoice rather than creating supplier invoice from it. Upload the created purchase order in Xero - against the supplier invoice uploaded to Xero awaiting authorisation
18 votes -
Bills - Show unapproved bill costs in accounts
Currently bill costs are not posted to the accounts until it has been approved. It would be beneficial if once a bill was entered/submitted for approval in xero the costs were shown in the accounts. If the approver is not available to approve the bills it holds up finalising month end accounts.
5 votes -
Purchase Orders - See status on pdf
It would be useful to see the status (approved/awaiting approval etc.) on Purchase Order pdfs - to avoid the risk of unapproved POs being sent to suppliers. Requested by a client.
1 vote -
Invoices and Bills - Lock once finalised
Locking Invoices and Bills so they cannot be deleted once Finalised.
We often see clients raise invoices, or bills in their Xero file, and then later delete them if a change is required, and then raise another invoice or bill.
From an accounting perspective, this is a huge sin.
Once an invoice or bill has been finalised, the only way it should be altered is by raising either a debit or credit note against it. Xero allows a user to raise debit or credit notes, but the average non-accountant does not understand what these are, so they do the easiest…1 vote -
Reports - Customer/Supplier Bill Activity show Debit & Credit in separate columns
I refer to the Customer/Supplier Bill Activity reports which shows transactions as positive and negative figures. Could you *** create a report to show bill activity in Debit & Credit separate columns format instead of positive and negative figures in 1 column? Thank you
7 votes -
Short cut for payment date to be equal to transaction date
Short cut for payment date to be equal to transaction date.
For example, you have entered a bill say 20/3/2023. The client has also paid it on the day. Rather than entering 20/3/2023, would be great to just enter say "s" in the date field and uses the transaction date for the payment date.
2 votesJumping the gun in my last update - sorry Marco. While Xero's date entry shortcuts can be helpful for the due date these don't quite extend to the Paid date field atm.
We'll get a sense of interest here and update if there's any plans made. 🙂
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Quotes - Applying Mark up
Applying Mark up in Quote - Ability to hit 'apply mark up' and select specific costs / folders that the mark up is applied for. Ie labour costs are not based off markup but the products are. If you hit 'apply mark up' the markup gets applied to every single cost.
14 votesRounding back on the idea here it sounds like using non tracked inventory could be a solution.
In Products and services you can add items and enter a Purchase price and a Sales price for the same item.
This means you can add the marked up price for Sales and when you select the item in Quotes or Invoices this price will be reflected for the line item.
Alternatively, you could add a discount to lines of your invoice if there is a general amount or % by which you would mark up items.
Keen to hear your feedback for these options.
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New Bills to Pay - Add “Spent At” column for expenses
The new Bills To Pay screens seem to be causing a lot of discussion. For those users who extensively leverage the Expenses module, there are a number of improvements that could be made:
• Please Add “Spent At” in the columns so that Expenses make sense viewed in this context, otherwise every line says “Expense Claims” and the entire column is superfluous when dealing with Expenses (reduces redundant data display)
• Please add a link from the Bill listing directly to the Expense Detail if it was generated by Expenses (reduces click-through and page calls, improves efficiency)
• Please add…
1 vote -
Inventory - Add a year end report with a last purchase date
Please can you create a year end inventory report with last purchase date please associated with an item. This was a feature on sage.
1 vote -
Customer Statements - Use Contact default to apply template
We are a multi-currency business. We send out invoices in GBP (base currency), EUR and USD. We have 3 bank accounts (GBP, EUR, USD. I therefore had to create separate invoice templates for each currency, to show the correct bank details. I added the relevant invoice theme when setting up a new contact (customer). This works well when raising an invoice. However when manually sending out a statement it does not take the invoice theme from the one chosen on the invoice (= in our case normally default invoice theme on contact). It takes the ‘default template’ = the first…
20 votes -
Sales invoices - Allocate overpayments and credits once published
Kelly Munro shut down discussion on an idea I suggested, because she was under the mistaken impression that she had resolved the issue, which she had not. I suggested that it would be useful to be able to allocate payment of purchase invoice against overpayments and credits. While what Kelly suggested was correct - that this is possible to do when an invoice is first raised, it is only possible at this stage. It is not possible later. I have a client whose main supplier operates a very complicated system of prepayment for orders. This results in a large number…
3 votesHi Heather, while maybe slightly brash do appreciate the feedback.
With your added detail we're happy to have the idea in the forums here that we can get a feel for the appetite on - You're always welcome to reply to an update I've shared on an idea too and we can review this.
Please understand it's not my intention to inhibit customer feedback, but will do our best to highlight and share places where features and capability in the product do exist but may just be unknown by users.
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Bills to pay - Multi facet search (cross-search by multiple fields)
Sort "Bills you need to pay" Invoices by Supplier, then Due Date.
When I make payments to suppliers, I first sort invoices by suppliers name (A-Z) and then by due date, however, the new update does not keep the A-Z order which means the list is not neat and easy to follow for payments.
I can currently sort by due date, however it does not group automatically by supplier, so is very chaotic and requires streamlining, especially if there are lots of invoices due on the same date.
Are you able to amend the programming to allow for this feature?
…
1 vote -
Quotes - Attach file from library
The upgraded Quotes layout does not allow me to attach pdf's from the Files Section.
The only way to do this now is to download pdf from Files. Open Quote and Save it. Upload pdf.This has significantly slowed down the workflow - please can Xero Quotes be able to add attachemnts from Files and before Saving.
5 votes -
Invoice - Show Domestic Reverse Charge VAT on Invoices
Show the total amount of Domestic Reverse Charge VAT on an invoice, to make it clear to the customer what is due by them.
It is not necessary to show the VAT amount on each line, when it is the same for the whole invoice.
While Xero may be compliant with HMRC, it is not right for businesses who are being repeatedly asked for this information to be shown on invoices. It would be a simple fix for Xero as the functionality is already in place.This is on a discussion thread with plenty of users requesting the same thing.
11 votes -
Invoice - Link back to project from invoice
I would like to be able to have a link to click that takes you back to the project that the invoice was created from. There is a note to say what project it was but I have to go to projects and find the project, I would love for this note to be a direct link to the project.
11 votes -
Dashboard | Account Watchlist - Ability to add balance Sheet Group Totals
In addition to individual accounts, it would be great to select a group total from the Balance Sheet (or P & L) to put in the Account Watchlist, eg if you have a number of loans and you want to see what Total Loans are on the dashboard.
Somewhat related to idea https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45925384-dashboard-ability-to-group-accounts-in-the-watch
3 votes -
Projects - Option to automatically complete once project invoiced
A streamlined way, or option, to automatically complete projects once they are invoiced.
5 votesWould still need to consider an optional trigger here as different businesses process projects in different ways.
Appreciate the efficiency play and while this isn't something we have plans for atm, we'll track the interest of this here.
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Invoices - Set 'copy to' same as 'reply to' email address
I have multiple clients for whom I perform varying tasks. I log in and work on their accounts with my practice email.
When sending invoices on clients' behalf, or paying bills to clients' suppliers, the copy invoice or remittance advice goes to my practice email as I am the logged in user. The person/company who needs this copy is my client (whose email is the 'reply to').
At present I have to then log into my emails and forward the copies to my clients manually, (as filters get confused) and ensuring it is the correct client if I have been…
5 votes -
Email Templates - Option to select different font for outgoing emails
Ability to have options to select different fonts for outgoing emails.
Purpose: To make users outgoing emails more presentable when they send it to their customers/clients.
21 votesHi everyone, we've released a new send modal for new invoicing in Xero. As part of this update you now have a rich text editor that allows for small formatting changes such as bold, italics, underlining and the ability to insert emojis.
You'll also find other improvements like the ability to cc and bcc emails, and have more visibility of your emails and the PDF of the invoice with a preview on the left of the screen.
While this is limited to new invoicing at present, we will look into surfacing this to other areas of the product over time. We'll let you know of any further change for this, here.
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