255 results found
-
Sales - Send statements to multiple customers at the same time
Create the ability to send statements to multiple customers at the same time. Having to go to each customer to send a statement is VERY time consuming and labor intensive. Create a way to list the customers that don't have a zero balance with the ability to check the customers to send statements to. The user could edit the text of the email one time and it could be sent to all customers checked. This would help a LOT!
1 voteHey Suzette, thanks for sharing this idea!
You can send out statements to multiple customers by starting from the Sales Overview menu.
To do this, select 'Sales Overview' from the Business dropdown, then click the Send Statements button. This will allow you to select multiple customer statements to send at once 😊
📸 Screenshot attached
-
Quotes - A more professional look with a cover page
Our Quotes must be very professional this first contact.
I think must be
ready changable templates cover page according to customers we have to make change
and at our offer we have to add goods pictures
when we send our Quotes that send cover page + Quotes That make us more professional1 voteHey Bilal, thanks for sharing your idea!
It's already possible in Xero to customise the look and feel of your quotes, as well as invoices, credit notes, customer statements and purchase orders 😀
You'll need to use an 'Advanced invoice template' for more in-depth customisation, such as including terms or a cover page.
-
Projects Reporting - Add invoice number and reference to project reports
I would like to check which invoices are not allocated to a project and check for each project, which invoices have been allocated.
51 votesHI everyone, thanks for your engagement and support here. I know it's been a while since we updated and I'm pleased to be able to share the improvements we've made to add Invoice Number and Invoice Reference as optional columns to the Project Details report😁
When you next open the report, use the 'Columns' option to add each of these detail. You'll also find you can now Filter by either option too!
-
Payment Service - Adding Klarna as an option
Add Klarna as a payment option within the Stripe/ Xero integration
CX0013452500 is the ticket i raised this. Would drive sales for us3 votesOffering Klarna as a payment option is now live 🎉 This is available through Stripe, and we have some simple steps to help you get set up.
Thanks again to everyone that has shared with us on this here. We appreciate your input to continue developing Xero for your needs.
-
Bills - Manually adjust VAT for each line
Ability to edit VAT line by line on bills in order to agree balances to supplier invoices (Due to rounding issues)
32 votesHey community, thanks for all your support on this idea.
Tax adjustment functionality varies by region, as this idea was raised relating to adjusting VAT in the UK I'm popping in to switch it across to delivered!
To adjust the tax amount for a line item when creating a bill:
- Select the Tax exclusive option in the Amounts are field
- Click the + symbol next to the Tax Rate heading to show the Tax amount field.
- Edit the amount shown in the Tax Amount box.
Our Adjust the VAT amount on unpaid transactions support article provides further information on this process.
We have ideas for this similar option in the AU version here, and another for NZ here that you can follow for updates. For other regions, you’re welcome to create a new idea so we can gauge user need for this.
-
Bills to pay - Filters to apply when editing bills (e.g Approve & view next)
In the new bills to pay draft screen even though I search for a particular supplier or filter alphabetically so I can find a certain supplier when I go into the first one and approve & view next instead of giving me the next one of that supplier (the filter I have on) it goes to the next date. I need to approve a lot of invoices and it is much quicker to do by supplier and be able to go straight to the next one. I could do this in the old bills to pay drafts but can't in…
3 votesHi community, thanks for sharing your needs with us in product ideas here. As you may have seen we've released some new features in the bills space and you should find our new quick view of a bill solves for what you're after here.
With quick view you can easily filter for a supplier, then view each draft bill for that contact before bulk approving all bills at once. Simply click the downward arrow above the bill in the side view to move onto the next. 🥳
-
Bills - Approve when importing bills
While importing bills from QB in bulk, it would be a great time-saver if Xero could automatically Approve the bills while being imported. Currently they go to the Draft folder.
2 votesHi team, coming back across this idea, and with quite some time since it's last interaction we're going to, move the idea to delivered with the previous option suggested the best options here.
Xero Partner's have access to a Conversion toolbox when setting up a client orgs which'll allows them to import invoices and bills as any status.
However if you're not a Xero Partner, while bills import as draft, it's quite easy to bulk approve imported draft bills from the list view of the Draft tab - Just select all the bills you'd like and click the Approve option
-
Account Transaction Report - Show related accounts or split amounts in account transactions report
It would be great to be have the option of a "related account" or "split" in the Account Transactions Report, so that you can see the other half of the transaction (opposing debit or credit) without having to click on the transaction to view the full detail.
1 voteHey Kate - thanks for sharing this suggestion!
You can select 'Related Account' from the Columns drop down in the Account Transactions report to include this information.
I've attached a screenshot as an example 😊
-
File upload
Add the ability to "Drag and Drop" files for upload. Currently we have to save a PDF to then upload from the computer - more often than not we have these files in emails. It would be ideal if we could drag and drop the file into the upload box
1 voteHey Anthony, thanks for sharing this product idea!
You can drag and drop an attachment from your computer into the Files screen to upload. Check out our 'Upload a file to the file library' article for more information and detailed steps 😊
-
New Invoicing - Use Tab to confirm highlighted suggestions and move across fields
Currently: In new invoicing we are provided with suggested items when completing fields such as "To:".
Using Enter at this points selects that highlighted suggestion, but using Tab ignores the highlighted item.Request: Enable Tab to be used in new invoicing to confirm a highlighted selection. The same function as Enter currently provides within this context.
Tab is an active keyboard option in other areas of Xero such as Bank Reconciliations so this would keep the UI more consistent.17 votesHi team, we recently made a change to the tabbing behaviour, so now when you tab to a field and highlight an option, tabbing to the next field will hold the selection that was highlighted.
For example pressing Tab in the 'To' field will hold the highlighted contact, and move you onto the 'Issue date' field.
-
Xero Accounting app - Raise a purchase order
I can not fine any answer on the web or searching on xero to see if this is possible. I have tried the app but there does not seem to be an option. The xero app would be amazing if we were able to raise a PO. We store product from our supplier and being able to send them a PO at the time of picking would greatly reduce handling of the matter by not having to send an email for it to be raised. In an age where phones and Ipads are becoming more common, this solution would seem…
35 votesHi community, thanks for staying tuned with us here.
For all those on iOS we're pleased to share that this is now live for you all just like Android - you can add Purchase Orders and edit existing Purchase Orders from within the Xero Accounting app.There isn't any ability to send from within the app at present - Start a new idea for this, or another feature you'd like to see in the Xero Accounting app. That way we can begin to get a better idea of the appetite of those, too!
-
Invoices in other currencies - Compliance with HMRC's guidance (for UK businesses)
HMRC's guidance on invoices in currencies other than GBP, found at https://www.gov.uk/guidance/foreign-currency-transactions-vat-and-tour-operators lists specific requirements that need to be met when creating an invoice in a currency other than GBP, namely:
1. "the total net value of goods and services at each VAT rate" needs to be shown in GBP (as well as in the foreign currency)"
2. "the amount of VAT, if any, at each rate" needs to be shown in GBP (as well as in the foreign currency)"
3. the currency conversion for VAT purposes needs to be calculated in one of the following two ways:
- "UK…3 votesHi all, apologies we've not responded here before now. Checking in with our team on this our current invoice templates do accommodate what's needed here.
With the standard invoice template you can select to 'Show currency conversion as' 'Net amounts with tax totals', which display a currency conversion table with the net amounts and tax grouped by tax rates or tax components. A base currency equivalent is also included. You can see more information on displaying currency conversion on Xero Central.
We also provide a highly customisable DOCX invoice template that can be used to provide more detail if you choose.
-
Quotes - View all outstanding/back order items for all of a customer's quotes
When entering a quotation, is it at all possible to do a selection per customer so that we can print out a "back order"list from the quotation. This will enable us to see the customer's name and description for all outstanding orders. Then we dont have to go into each and every quote seperately?
1 voteHi Elize, returning to your idea here I wanted to highlight the Receivable Invoice Detail report where we have common formats for All quotes detail or Outstanding quotes detail. You could run these report with a filter for the specific contact you're wanting to see this information for. 😊
-
Analytics Plus - Fortnightly expense predictions in short-term cashflow
The short-term cash flow projection should allow 2 weekly/fortnightly expense predictions (instead of just weekly and monthly predictions). The current absence of this feature currently results in incorrect cashflow forecasts (e.g. we pay wages every two weeks, so the timing of our wages prediction is always incorrect).
2 votesThanks for your feedback, it's good to hear how you're using short term cashflows.
Predictions within Short-term cash flows should be generated for recurring amounts based on the last 3 months.
Our tool looks for weekly, fortnightly and monthly payments - the dates, amounts and contact have to be fairly consistent each time for a prediction to be generated.
If you do find you're not seeing predictions you'd expect to appear for fortnightly payments do raise a case with our team of specialists so we can take a deeper dive into why this may not be showing in Short-term cash flows. Thanks
-
Navigation bar - Ability to bookmark most used features
Have a ribbon/menu across the top of the screen with the ability to pin a “button” that links to your most frequently used windows - eg bills to pay drafts window , or the reconcile window of the most used bank feed, or a report you run daily
1 voteHi Kristen, touching back on your idea here there are many shortcuts that enable you to navigate to the features you use most. See all the shortcuts available from Xero Central. You'll also find for Bills to pay particularly we've added the ability to set a default view 😊
-
Inventory - Import more than > 1000 items at a time
Need to be able to add way more than 1000 codes at a time
21 votesHi team, we have now released an update to the import of items so you can now import up to 6000 items in one go! 🎉
Thanks for sharing your interest in this with us, here. 🙂
-
Invoices/Bills - Additional options/filters when viewing invoices/bills
- There should be an option so that we can arrange bills/invoices according to suppliers /customers when processing bills/invoices just like in dext .And next option should be included in both archive and during processing bills/invoices.
- Split and merge option should be included when processing bills/invoices. 3 There should be a filter for credit note, overpayment and prepayment in archive invoices.
1 voteHi Uzair, a few ideas shared in the one post here. It's really best if we can keep each idea separate so we can gather interest in each and keep you updated of change to the product that might resolve what's being asked.
In relation to your post here we have a couple of existing ideas you may also like to add your vote for and follow for any updates.
- Bills to pay - Filters to apply when editing bills (e.g Approve & view next)
- Bills - Merge multiple bills from one supplier
In relation to invoices, you'll find when approving invoices you can Approve and view next or Approve and add another.
From the draft tab in invoices you can also select multiple invoice and use the Copy to option to create one invoice from a collection of invoices which might help when looking to merge. This way once…
-
History and Notes - Export functionality for History & Notes
Ability to export contact activity or notes in a readable format eg PDF or Excel (dates/detail)
20 votesHey community, just popping in with a quick update to let you know that export is now available in the History & Notes Report 🎉
As part of an update that also released for Payroll history this week, you'll now see an export button in the top right corner of the History and Notes report, and can choose between a PDF or Excel export of your full, filtered set of results.
Thanks again for sharing your votes and feedback, for more information, check out our support articles for History and Notes and Payroll History.
-
Invoices - VAT/GST/Sales Tax number on customer invoice preview
To show the customer's VAT/GST/Sales Tax number on the preview version of the customer's invoice, instead of having to download the PDF to check if it is there (after loading it via Xero Contact).
1 voteHi Kyle, the product team have been working on improving this area and have released a new invoice preview for the PDF. This will display any details you have included in the selected invoice template, so should display the customer's VAT/GST/Sales Tax number if you've included that. We hope this helps!
-
Inventory - Auto stock level update.
Daily auto inventory update. Just as Vend sends through daily sales to Xero, it should be able to do this for inventory levels.
1 voteHey Bronwyn!
From your description, it sounds like Tracked Inventory in Xero would accomplish this 😊
Tracked inventory maintains a live count of your stock on hand, allowing you to report on stock quantity and value. You can read more about it here.
- Don't see your idea?