1620 results found
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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.
11 votes -
Quotes - Ability to track products and services
Products and services can only tracked sales. But not able to track quotes
6 votes -
Xero Accounting app | Invoice creation - Add payment preference
When creating an invoice using mobile app being able to change a customers payment preference on an invoice through the mobile app not waiting for main computer or laptop instead of automatically being set to direct debit which for one off customers or short term contracts which differ in each payment is not applicable using a mobile. Normally everyone carries their mobile not always a laptop! It would be nice if the mobile app was in sync
1 vote -
Products and Services - Statement lines
Hi, Is it at all possible on the Product and Service where we create codes for the invoices, that under Purchase and Sell there is an option to add another line. By this I mean there are time when I create an invoice to a client under the same heading i want to have a line that show the price, the sales account and vat at 20%. Then another line to state a filing fee is zero rated. etc
1 voteHI Karen, trying to better understand your idea here - would you expect this additional line to be visible to the customer on the invoice? If so you could simply enter this in the description field of the new line. If it's a process you see yourself often using you could save this as a new 'untracked' item where the price would be $0.
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Invoicing - Support for Fixed Tax Amounts
Support for fixed taxes such as the Colorado Retail Delivery Fee Tax of $0.27
1 vote -
Projects - Sync with Tracked Inventory stock levels
Projects - Invoicing and Inventory (Manufacturing)
The tracking inventory really needs an upgrade. At the moment the only way to reduce the amount of inventory is by creating an expenses invoices. However, our customers do not want an invoice with a heap of lines and 10 pages long. We do everything in projects and add our inventory there. Why does this not automatically reduce our inventory count ??? And then if the item is removed from the project because it wasn't used then this would increase our inventory count back again.
At the moment projects invoicing options could be improved…
2 votes -
Tracking category on Automatic fees from Payment services
There should be an option to add the Tracking categories in the automatic fees from the Payment services such as Paypal, Stripe, etc. This is a small update but can save a lot of time in EOM processes so we do not need to do Find and Recode at the month-end for these transactions.
6 votes -
Sales Overview - Make Tickboxes available in the All tab
Add the tick box in Sales Overview > Invoices > ALL tab
We want to bulk upload all invoices for the week in 1 file regardless of the status (paid/unpaid). We couldn't at the moment because of the absence of the tick boxes in the ALL tab.
6 votesRounding back on your idea here, Abigail - It'd be good to get more understanding of your business flow and why you'd be wanting to create invoices of another status. For example is here a specific reason you'd like to import invoices that have already been paid for? Could these potentially be entered as Receive monies or is there a reason they need to be raised in Xero once they've already been paid? TIA
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Projects - Ability to export all of the lines/tasks in a project to an invoice
Ability to export all of the lines/tasks in a project to an invoice. Able to see detailed tasks, time and cost for each task to send on to customer
9 votes -
Invoice Reminders - Ability to send manually
We need to be able to send reminder letters through Xero but as and when, and to all customers, not just those that have fallen overdue since turning on the function. We have just migrated and have to go through each account and send an email outside of Xero to chase these so therefore no audit trail. This seems a key feature which is missing and easy to implement.
5 votesAppreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
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Invoicing: Option to 'Add for eInvoicing' when receiving invoices from other Xero Organisations
Rather than requesting or sharing the Xero Network key, if we receive an invoice from a supplier that is submitted through Xero .. we should have an option to add the supplier for eInvoicing with a clickable button "Add supplier for eInvoicing in future" .... this way, as a customer, I am in control and opt-in myself rather than administrative burden of requesting / sharing network keys
1 vote -
Xero Accounting app | BAS/ITR - Ability to e-sign through mobile/accounting app
How about e-signing BAS'/ITR via the Phone App, at the moment we send out these docs from Practice Manager for esigning via another login but if it could be sent to the app, it would assist small business people who could approve and sign these docs more easily
1 vote -
Description and details in a new transaction
When you create a new transaction you have 2 fields which identify the nature of the transaction - "Description" and "Details".
I find myself constantly copying one to the other. It would be really useful if Xero could auto-copy description across to details, and if you don't want it the same you can overtype the details.
Having content in both fields helps identify the item, and usually the same content will do.
1 voteHi Rick, trying to better understand the flow you have here - would this be to copy the details of a statement line across to a transaction you're creating
when reconciling?
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Permissions - Control user access to Xero Files
Adding security measures to the file tab - so only certain users can open and access that information
3 votes -
Invoice - Contact bank account details field on invoice
The contacts screen has the financial details Bank account i.e Bank account name, BSB code e.g. 123-456, Bank account number e.g. 1234567890.
However these are not fields on the invoice.
Xero help out and create these fields on the invoice.
4 votes -
Projects | Mobile app - Increase expense description character limit
When I post an expense through to a project, for some reason it limits it to 100 characters, which pretty much makes it un-useable for me.
This is annoying, as I was just thinking how handy the projects app is, but now all the "projects" I've set up are basically a waste of time as I need the extra detail on my invoices.
Please can you change this?1 vote -
Bills - Add field for 'Unit type'
A client needs a further option on a bill. Equipment Hire / Plant Hire can be in hours/days/weeks
Another example is gloves - per pair or per pack
If this already exists, please advise, so I can inform the client. Thanks
1 vote -
Xero Accounting app | iPad - Ability to Print Quotes
For clients who use the iPad app for quotes, it is important that the quote be able to be printed. This would be for Xero clients whose customers visit a place of business ("the shop") to discuss an order; the Xero client should be able to print the quote for delivery to the client.
For one of my potential clients, this procedure applies to 95% of the quote opportunities.As of this writing, it is not possible to Share the quote (only email) and if converted to a draft invoice, tapping the Share option automatically converts it to Approved without…
3 votes -
Bills - Bulk code lines
It would save so much time if there was an option to bulk code multiple lines on one bill, rather than selecting the account code for each line individually.
7 votesFurther to Kelly's last update that defaults for accounts, items and contacts could be of use to fill fields and save time when entering bills, for some other workflows it might be faster importing bills from CSV where you can bulk populate account codes for multiple lines on one bill.
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Bills - Bulk delete payments
When bills have had payments added on incorrectly from a non-bank account (i.e. enabled payments to account)
enable a function to remove payments in a bulk action6 votes
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