1610 results found
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Xero Projects - Ability to group Projects
It would be incredibly helpful to be able to group project into folder to help categories them internally within the team.
3 votes -
Bills - Reorder the Banks shown when recording payments
When I'm posting a payment to a vendor, and I choose a bank account to fund the payment, the accounts look like they're displayed in the order in which I created them. But the checking account I use most often is also my newest account and, therefore, is always displayed at the bottom of the list.
Two potential solutions:
Allow us to choose the order in which the accounts are displayed. (This is my preferred solution)
Sort the list alphanumerically.
1 vote -
Xero Accounting app | Invoice - Copy to Purchase order
This is for on the App. (Not website). to create purchase order from an invoice. And send the purchase order by email
3 votesThanks for raising your idea, Zoe. The second request for being able to send a purchase order from the app has been raised across here and you can add your support and follow for updates there 🙂
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Projects | Quotes - apply contact defaults when creating quote from a project
When creating a customer record, we complete the sales defaults, as different customers have different requirements. However, when raising a quote within Projects, the sales defaults for the associated customer do not populate the relevant fields within the quote.
We are in the UK and have some customers who are CIS and VAT registered, and require a specific sales account, VAT treatment, and we use a particular sales invoice layout. All of these things can be specified in the default settings for the customer. However, when creating a quote for those customers, through Projects, the customer defaults do not get…
1 vote -
Stripe Dashboard Integration
I always have my Xero dashboard open. I use it as my navigation starting point when using Xero. The Xero dashboard would be much more usable if 3rd party integrations were possible and developed. I personally would find it amazing if you would develop a widget to integrate Stripe into the Xero dashboard. This would save significant time and make Xero even more integral to my business an many other business. I utilise the Stripe payment gateway for my invoices and a Stripe widget that listed payments in transit, alerts for payments, etc would be wonderful. Please consider such an…
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 -
History & Notes | Files - Record history event when a file is deleted
The functionality in Xero that shows a file has been deleted in the History and Notes section of a transaction.
Currently if a file is added to a transaction and then deleted, under the history and notes section it still shows there was file uploaded, but doesn't have an audit trail that it was subsequently deleted.
is this something that can be added as part of the history and notes to be more accurate6 votes -
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 - Ability to assign time entries from Outlook
Ability to assign appointments from outlook into projects as time entries. Narrative of work completed could be put in the appointment and then assigned to the project. The colour of the appointment in outlook would change colour to show its been assigned.
5 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 -
Customer Statements - Ability to choose invoices
Send Statements, Outstanding, Select Date.
We want to send statements to our clients for invoices that are 30 days overdue - so if I put in the 28th February 2022, Xero brings up a list of all overdue invoices as at that date however some of those invoices have been paid so if I send out the 'Activity Statement' its not a true record of the invoices outstanding.
I would like Xero to change this so that you can either click on each invoice you want to send out ie the ones that haven't been paid or Xero only shows…
6 votes -
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 -
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 -
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 -
Sales Invoice - Email a range of invoices with different status
the feature should be available to to email a range of invoices, for all tabs whether paid or unpaid, not just one single tab
1 voteHi Wendell, it'd be good to understand the needs behind your idea here. Is there a specific reason you'd like to be able to send a invoices of different status together?
In lieu, you could look at running and exporting the Contact transaction reports to help paint a picture of your customers activity, this could then be sent to them outside of Xero.
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Invoices | Single click back to drafts
I would LOVE a link back to draft bills & invoices from the approved bill or invoice. When using email to bill and repeating invoices, after approval there is a link to add a new 'whatever'. But there is no single-click option to go straight to drafts to keep processing these. Instead you must click twice to purchases overview and then drafts.
When processing a large queue of draft bills and invoices, this would be a huge time-saver for me, and I'm sure many others.
11 votes -
Invoices/Bills - Ability to copy multiple bills into one invoice
Converse of the ability to copy multiple bills into one invoice.
9 votes
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