1482 results found
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Xero accounting app - Fully functional same as website.
It would be nice if the Xero app was fully functional like the website. I have clients that only use tablets and rarely use the website. Making the app identical to the website in feature would make it easier for them to do things
1 vote -
Permissions - Ability to set level of Approvals for different transactions
Hierarchy of approvals of bills and Purchase orders
eg Invoices over £1000 go to tom to approve
1 vote -
Projects - Customer Signature for Project time entries
It would be good to have customer or site supervisor sign off time entry's when created, and even a way to send copy of signed time entry to task
2 votes -
Invoice History and notes - Show in title how many exist
Transaction "History and notes": show in the title how many notes exist. This will avoid having to click the drop down arrow head to check every time. e.g. "History and notes (3 entries)".
2 votes -
Purchase Orders - Mark items as received to update inventory without having to create an approved bill
We often receive all or partial items of a purchase order before the supplier bill. We want to be able to mark these items as received on the PO so that our inventory will update the quantity we have on hand.
3 votes -
Overpayment - Ability to set allocation date
Set Overpayment Allocation Date:
Currently we are not allowed to change the date when an overpayment is applied to an invoice. It is allocated to the issue date of the invoice.
The inability to change the date when allocating the overpayment to an invoice is causing problems where payments are now being applied to a closed sales tax period, which in turn causes the need for sales tax amendments and additional report filing.1 voteThanks for sharing the reasons why this is important to your. Heidi. While we don't have any immediate plans for this we'll start to get a sense of the interest here and let you know if there's any news.
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Contacts - Option to add "New Project for This Contact"
Need the option on a contact page to open a new project for them. similar to the New invoice link
1 voteThanks for your idea, Bevan. We don't have plans for providing an option to start a project from the Contacts record atm, but we'll gauge the interest for this from your idea, here.
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Expenses - Export expense claim receipts
Expense claims - Download all pdfs submitted by employees
13 votes -
Bills - Purchase order number field on bill
A field/box to enter the purchase order number when entering bills
We use a separate system for creating POs and would like to record our PO number in a dedicated field when entering the corresponding bill(s)
117 votes -
Bills - Bill.com Settings within Xero
I've been using your Bill.com integration for the last couple of weeks and I already had to reach out to Xero support twice to make a simple change in Bill.com settings. This requires the user (me) to open a case in Xero which subsequently has Xero support open a case in Bill.com (and then Xero support going back and forth between Bill.com and the user).
There should be either:
a settings page within Xero for all the Bill.com settings and variables or,
Ability to have credentials on Bill.com to update the Bill.com settings.
Thanks
2 votes -
Spend Money - Prefill details based on last entered
For Spend Money entry, I have two elements that would speed up entry:
Prefill the last entry for that Contact. Most venders (e.g. "Uber") will be the same expense type over and over. Having the 1st item prefill from the last entry will save time.
Right now "Save" is essentially "Save and Close" -- and then "Save & Add Another" creates a new blank item. I would like "Save" to stay on the same screen, so I can then use "Copy" from the "Options" menu to enter the same/similar item.
1 vote -
Invoice - Decimal format
Invoices Australia
An update in the last few months bought inconsistency into the invoicing format in terms of the decimal points on the unit pricing. It would be good to be able to define this - to two, three, four decimal points so that there is consistency on the invoices rather than some units at two and some at four decimal points.4 votes -
Statements - Merge bills and invoices on one statement
In instances where a contact is both a supplier and customer, can the system merge all transactions onto one statement for ease of reconciliations for the contact.
6 votes -
Quotes - Quote status between Accepted and Invoiced
After the customer accepts the quote, we need to book the work in. It doesn't get invoiced until the work is complete. It would be helpful if we could add an "Expected Start Date" to quotes after they've been accepted, or at least be able to mark it as "Booked".
2 votes -
Check remittance advice from contact record
Ability to send or check remittances from individual contact page
When a supplier requests a copy remittance it would be easier to be able to go into their contact page and check/send a remittance from there instead of having to look at the batch remittance and send from there.4 votes -
Expense Claims - Split expense claims over multiple projects
Ability to be able to add multiple line items to expense claim bill, like a normal bill, when expense claims are submitted through Xero Me. When a singular cost is associated with multiple jobs, being able to add a second or third line etc to divide this cost within the bill and assign to project accordingly would be far better than having to upload the same expense claim multiple times with different portions of costs allocated.
When in "Bill Expense Claims" once the expense claim has been approved, under the "Bill Options" there is only the option to "Void" unlike…
7 votes -
New invoicing - Option to Approve, send eInvoice and email with one click
I raise invoices for clients who provide services to government departments and have project managers involved. This requires me to send an invoice to the accounts department who may have einvoicing and to the project manager who does not have access to the financial software and therefore requires a copy of the invoice which also confirms to them that the invoice has been submitted to accounts. Would it be possible to have another option when preparing an invoice to Approve, Send (as an e-invoice) and Email all in one process?
3 votesInteresting to here your feedback here, and would be good to get a wider sense of customers that have similar scenario here. We don't have any plans for adding this option atm, but we'll update you here if anything changes. Thanks
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New Invoicing - Allow fields to be populated in any order
New invoicing forces you to populate fields in order and I cannot set the tracking code until the description / amount et al are filled.
Please can the ability to populate in any order just classic invoicing
38 votesIt’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
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Customer Statement - CC/BCC on Outgoing Mails
Ability to add CC/BCC on every outgoing Statement Of Accounts to customers.
Purpose: Internal colleagues or stakeholders allows for a clear record of who received the statement and the context of the communication.
It enables easier response and ensures everyone involved is aware of the situation.1 voteThanks for sharing in product ideas 🙏, as you may have noticed with invoices it is possible to cc and Bcc for sending individual invoices at present. As we continue to build out the Sales experience this may be something we look to expand to other areas of Xero, like Statements.
We'll track the interest of this here and share if there's any news.
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JAX - Import Supplier Bills
I would like to be able to drag and drop supplier invoices as PDFs into the JAX chat window as attachments.
JAX should allow me to include additional prompts before processing the invoice.
For example, how to handle different situations such as shipping and taxes listed in the supplier invoice.
It would also be great if JAX could support currency conversion.
For example:
- Please import these bills and update the supplier contact details.
- Assume the bills are tax exclusive.
- Assume that the amounts on the invoice are MXN pesos and convert these to USD assuming the following USD exchange rate.
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2 votesAppreciate you separating out the different ideas you have for JAX on the site here, Mark. This has also been shared back with our team.
We'll begin to track the interest from the community in being able to use JAX to import supplier bills here.
In the meantime you may find the Upload feature in Bills handy for this sort of entry - however just to note it doesn't support currency conversion atm so will still require manually updating to reflect the correct currency.
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