1499 results found
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Bills | Make payment - Wider Fields for "Paid From" and "Reference"
Can you make the "Paid From" and "Reference" fields wider in the Make a Payment section of the bills and invoices? I like detail in my Reference field and there are only 14 characters that you can see and in the Paid From field, you can't see both the account number and the text.
3 votes -
Projects - Manually enter an invoiced amount into a Project
Incorporate the ability to manually enter an invoiced amount to a Project - Sometimes we have a number of projects for one client but they just want one total invoice rather it being broken down into projects but we want to allocate the relevant amounts to each project - currently we can only do it by amending the invoice after its been sent and breaking it down into separate jobs - this is time consuming and risks the invoice on our records not matching theirs if there were ever a query on it.
2 votes -
Bills to pay - Order suppliers invoices in date order so it matches the statement
When trying to match multiple bills to pay against Supplier statements, Xero scatters the bills randomly by reference and not in date order. There also needs to be an extra box on entering bills form, so there can be a supplier invoice no. separated from reference no.
4 votes -
Hubspot integration - Unlock invoicing for EMEA Users
The Hubspot CRM integration for the EMEA region doesn't offer the option to 'Get invoicing'
1 voteThanks sharing with us here, Haider. Not something that we have plans for extending the integration for at present, but we'll start tracking the support in this here and let you know if there's any plans for change.
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Sales Invoices - Order of lines when exporting or viewing Receivable Invoice Detail Report
When invoice details are extracted to Excel or reported in the Receivable Invoice Detail Report, all invoice line items (and comments when they are included) should be extracted in the same sequence as they are shown on the invoice. Currently this is not the case and I would consider it an error in the system rather than an improvement to the system. Similarly, the details shown in the line item description should include any formatting (ie carriage returns, leading spaces etc).
2 votes -
Credit Note - Button to automatically fill the 'Credit Amount' field
The ability to hit the F9 button (or similar) as in Sage, to automatically fill the amount in the 'amount to credit' field, without having to type values in manually
3 votes -
Xero Accounting app | Bill - Add currency to the main view for Create bill
As you can see in the attached pictures, the "New bill - screenshot 1" shows the information to key in when we want to create the bill. As we have many expenses in different foreign currencies, we need to add the currency unit to the bill. We have to open "Optional details" to add, as in the picture "New bill - adding currency".
It would be great if we could set the field "Currency" to be mandatory, so this field is always on the main screen and we don't have to open the "Optional detail" every time we create the…
1 vote -
Purchase Orders - Create inspection report from a PO
When generating a new Purchase Order can Xero add a Receiving Inspection report at the same time. The Receiving Inspection report would be an exact copy of the purchase order details that can printed with the Purchase Order. The Receiving Inspection report can then be hung up and when goods are received, they can be checked against this report and ticked off etc . We have a sample attached. IT would be great to have this to check off incoming items
1 vote -
Projects - Unique email to send estimates for auto creation in Xero
- Dedicated email address to submit supplier quotes to Xero (like the email used for bills)
- Once in Xero can create the estimate, add mark up etc and assign to a particular project
This would be a huge time saving feature for me to be able to quickly add supplier quotes for a variety of different projects on the go at once and a faster creation time for a quote. At the moment this is a laboriously time consuming process.
1 vote -
Xero Accounting app | Dashboard - Show Pre tax profit
I want to show my operating profit pre tax on the mobile app dashboard.
1 vote -
Xero Network - Use network key when sending and receiving invoices
For my clients that I have on Xero, I would like to use the Xero Network Key send through my invoices as Spend Money transactions instead of Bills.
Similarly, I would like to receive invoices from Xero through my Xero Network Key as a Spend Money instead of a bill that I import/approve.
3 votes -
Quote Template - Condense to single page
Almost every quote/invoice I make ends up having the last little bit of the quote/invoice on the second page, with a huge amount of wasted space on the first page, which looks unprofessional. Having the option within standard invoices to remove the spacing would be amazing. I know you can get around this by using the 'Advanced invoice' option, but that requires a lot more manual work, so it's inconvenient.
This has been an issue for years. For example, when you add a 'title' or 'summary' to the quote, it instantly adds about 2 inches of empty space on the…
5 votes -
Repeating Invoice: Sales Overview - add a Last Updated Date to the Overview Screen
Repeating Invoice: Sales Overview Screen - add a Last Updated Date to the Overview Screen
Purpose: We use repeating invoices for the Auto Pay feature but most invoices need some form of adjustment before being sent each month. With a list of repeating invoices that goes on for pages it would be great to see the last date/time each invoice had been updated so that if you are interrupted during the monthly updating you can tell where you are up to when you come back to the Sales Overview screen, rather than needing to keep track of this somewhere else.
5 votes -
Sales invoices - Apply base discount to all invoices
1.To be able to set all invoices without having to input each time the discount rate.
2. when downloading the transactions report to be able to elect P&L or Balance sheet codes only, quite time consuming clicking on each code to include.1 voteHi Hermione, 2 distinct ideas in the one here - I've adjusted the title of your idea to reflect your first and welcome you to start another for each other idea you have.
Currently there is the option to apply discounts at a customer or inventory item level. Once set this discount will be applied each time they're used in your sales invoices - This might help streamline your discounts when working in Xero.
Keeping each thread to one idea means others in community clearly understand what they're supporting as well as when sharing the support back with our teams here at Xero.
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Purchase Orders - Link to view other orders items are ordered from
When on a product screen and you have X amount of parts on order I would like to be able to click that too see the purchase orders relating to it.
4 votes -
Barbados | Annual Tax Reporting - Contractors & Miscellaneous Suppliers
In Barbados, we must annually provide a Goods and Services report to the Barbados Revenue Authority. This is similar to the US 1099 vendor reporting requirements. How can we achieve this using Xero? It is a requirement for all of my clients but more importantly. In Canada this a T4A Statement of Pension, Retirement, Annuity, and Other Income.
The easy solution is adding the Tax ID as a field in the Payable Invoice Detail & Summary reports. Once you summarize by contact to produces the required information, regardless of tax jurisdiction.
1 vote -
Invoicing: Create invoices directly from a receive money transaction
Although a prepayment in a receive money transaction is given an invoice number this is a reference, NOT an actual invoice.
A prepayment will show as outstanding until it is allocated to an invoice or refunded. This means that you have to go the "create invoice" route.
It would save time to be able to create an invoice for a receive money transaction that will then be automatically reconciled to the money received and reflect on the customer statement. This is especially useful for incidental monies received eg concert tickets, fun day tickets etc
1 vote -
Repeating Invoice | Stripe Auto Pay - Allow option to skip sending the initial invoice
At the moment the only option to allow us to offer Auto Pay via Stripe is to set recurring invoices to "approve for sending". Clients receive an email from Xero when their invoice is ready and an email with the payment confirmation linking to the paid invoice and their receipt. Clients on a subscription do not need to get the initial invoice and this confuses many of them. I would like the option to disable sending the invoice when Auto Pay is active, where the only email they receive is the payment confirmation.
5 votes -
Reporting: Breakdown reports to a monthly basis
It would be nice to have a simple option to show any report that is run by month. So for example if you run a P&L report for 1st of Jan to 30 June at the moment you get a total for the period by default. Once the time frame is selected an option to then see the time frame by month would be helpful
1 voteAppreciate your feedback on how we could improve report filters for you here. While maybe not the flow you're searching for here this is possible with the use of 'Compare with' periods - So, instead of running the report for the whole period, select the latest month, then you can select the number of compare with periods as you'd like to see.
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Bills - Share and transfer an approved bill to another contact
Ability to share and transfer an approved bill or purchase invoice to another Xero account as a bill or purchase invoice.
Purpose: There is a need in our business for managing bills by 2 external parties
4 votes
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