1622 results found
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Bills - Add line in a paid bill
Ability to add a line in a paid bill.
Purpose: To meet requirements of break up bills at a later point in time after being paid or if clients are processing the bills and payments and you may need to modify the accounts allocated to
15 votesHi all, appreciate there's some interest in the idea here and the needs somewhat relate to those represented in the idea across here.
To note, where needing to change the account of lines of a bill at a later date, one option would be to post a manual journal if for an individual bill. Alternatively, you could look at using Find & recode to update the account of bills that have been paid if needing to do this on more of a bulk basis - we'd recommend connecting with your advisor and testing in the demo company before actioning this.
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Batch Payments: UK org - Export to BACS with supplier's reference
To have the option to export BACS file type.
Purpose: To get BACS file type, so customer can import it directly to bank system
35 votesHi everyone, appreciate this idea has been in a state of Under review fro some time. While it was something our teams we're looking into, this work has had to be put down with other priorities that have transcended.Â
For now, we'll shift back to 'submitted' where we can continue to track appetite. We'll be sure to let you know if there's any change in this space. ThanksÂ
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Quotes - Ability to keep description when a quote is copied to PO
Ability to keep description when a quote is copied to purchase order.
Purpose: To save time from having to re-type the description again.
16 votes -
Purchase Orders - Include document attachments when emailing to supplier
Ability to include an attachment with an emailed Purchase Order
Purpose: Because there may be additional specifications or plans that need to be sent to the supplier through PO
255 votesHi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
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Quotes - Insert hyperlink text in description
Ability to insert hyperlink text in description of the quotes.
Purpose: Users’ can send more additional information by inserting hyperlink (e.g. website or T&C).
25 votes -
Sales Invoices - Field for Customer's Purchase Order Number
Adding customer’s purchase order number in the sales invoices.
Purpose: because some companies will not pay an Invoice without a PO, so it’ll make users’ workflow easier when they can search #PO to find the right invoice.
183 votesWe appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.Â
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Sales: Invoicing - Include QR code for quick entry
Add custom QR code to invoices sent from Xero
Purpose: Ease of entry - to scan and upload to your Xero org for auto creation of bills.
31 votesHi everyone, we appreciate the interest for being able to add QR codes to invoices.Â
While this is something we started looking into this is not something we're developing.Â
To set the right expectation I'll shift this status to submitted and we can continue to track the interest here.Â
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Batch Payments - Ability to export Bpay batches
Ability to export Bpay payment batches.
Purpose: To save user time in exporting Bpay batches, as currently they have to do it one by one.
100 votes -
Quotes - Convert to a deposit invoice and remaining amount invoice
Ability to convert quotes into invoice & the remaining amount of invoices.
Purpose: Because it helps users invoicing workflow as they often have to keep a separate record of deposits sent / paid and manually calculate the remaining amount to invoice on completion of a project
48 votes -
Bills - Ability to allow multiple users in Xero to approve bills
Ability to approve bills by more than one user in Xero.
Purpose: Because some companies have more than 1 directors/managers, so this feature will improve users’ workflow in approving the bills within Xero.
125 votes -
Invoices - Ability to Unvoid
To get the ability to unvoid Invoices
Purpose: Because creating a new invoice will generate a new invoice number, and if user can unvoid it, they can still get the same invoice number.
37 votes -
Lock Dates - Allocate Credit Notes to Invoices/Bills before a Lock Date
Ability to apply credit to an invoice that is issued within a lock period
Purpose: Apply credits from within a locked period to sales invoices
66 votesHi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.
Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.
When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals…
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Quotes - Ability to consolidate or merge
Ability to consolidate or merge multiple quotes into another quote.
Purpose: To make clients easily sign through of a single quote, as this usually happens in large projects.
12 votes -
Repeating Invoices: Pause and resume repeating invoices
Ability to pause repeating invoices and resume it.
Purpose: Users’ don’t need to delete the repeating invoice and re-create it again.
44 votes -
Checks - Restore voided checks
Ability to restore voided checks in Xero.
Purpose: To easily get the checks back when a user accidentally void it.
10 votesHi team, though we appreciate there may be scenarios in which you'd want to restore a voided check this isn't something we have any plans for developing.
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Dashboard - Widget Calendars starting on Monday
Add the option to show widget calendars that start on Monday instead of Sunday.
Purpose: To make the start of the week, is the first day when they’re going to work.
46 votes -
Invoices: Repeating Invoices - Bulk Import/Export
Ability to import/export invoices in bulk.
Purpose: It’ll save users time rather than having to create each one individually.
264 votes -
Purchase Orders - Physical Address as default delivery address
Ability to make Physical address as default delivery address when creating Purchase orders.
Purpose: It’s saving users time rather than change the address manually.
74 votesHi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.
I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.
In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…
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Sales Invoices - Pop-up reminder of notes
Ability to have a pop up reminder feature from the notes when creating a new invoice.
Purpose: This will make users’ easily identify if there’s any special note from their contacts in Xero, when they’re creating invoices for them.
68 votes -
Manual Journals - Assign Contact name to journal
The ability to assign contact in manual journals.
Purpose: To enable to track journal entries with contact name
219 votesThanks for your interest and sharing your needs in being able to add a Contact to Manual journals you post in Xero. We know this is important for customers and enabling this capability is on our product team's roadmap.
Right now, they're currently focused on other important items of work, however as soon as we're able to dedicate resource to this I'll be back with a further update to share progress with everyone, here.
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