225 results found
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Sales invoice - Auto fill sales person
Option to Auto Fill Account, Tax Rate, Sales person for all rows. It gets quite time consuming to manually add for each line (even if it is a button at the top of the fields allowing auto fill of all, that would greatly help)
1 voteHi, Neilson, as noted in my last update, it sounds like Tracking is the most appropriate feature for auto filling your sales person in an invoice. You can add defaults for contacts that'll automatically populate the tracking column as you enter lines within an invoice for that contact.
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Invoices: Ability to add or minus a bulk amount on an invoice
The ability to add or minus a bulk amount on a invoice(not just a discount)
PercentageWould be great so can add fuel levy in or minus a amount off the total of invoice
That you need ect.3 votesHi all, as previously shared this is possible by adding a new line to your invoice. You can add both positive or negative lines to the invoice to change the total amount.
Alternatively rather than a line in itself you could use new invoicing to discount each line by a total amount.
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Invoice - Send / Issue Invoices directly to Whatsapp
Send / Issue Invoices directly to Whatsapp: Clients of our would love the function to be able to send invoices directly to a Whatsapp account/number from Xero (similar to the "Email" button on invoices). Client contact numbers are already listed on Xero Contacts. Even if this was only added to the Xero mobile app, we think this would be a huge benefit for many businesses.
5 votesHi all, I'm pleased to let you know it's possible to share via WhatsApp. If you're using the mobile app, on the invoice you'd like to send, use the menu in the top right for more options and select Share... Your mobile will come up with options for sharing and if you have WhatsApp installed you can send it to your WhatsApp contacts.
If you're using the web version, on the invoice you'd like to send, use the menu in the top right for more options and select Get link. From here you can copy the link and use WhatsApp Web to compose your message and paste the link to the invoice.
Hope this helps!
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Automatically mark quotes as invoiced
The ability to automatically mark accepted quotes as invoiced when the invoice has been raised. this would help highlight outstanding accepted quotes and therefore outstanding workload.
1 voteThis may depend on your current workflow, Steve. You do currently get an option when creating an invoice from an existing quote to 'mark as invoiced' - see more on this here
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add product code to purchase order template
I would like a template for a purchase order to personalise it to the needs of our company, as you can with an invoice.
1 voteThanks, Geoff. 🙂
Dianne, you'll be able to open and adjust the Purchase Orders template when using advanced branding - Here's a list of the includable fields for each template
Item code is included in the Purchase order template by default.
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Purchase order | Copy to - Navigate to list of bills
When you make invoice from Purchase order through "Copy to" function, invoice(bill) made and showed the windows with only bills which made from the Purchase order seconds ago.
However recently Xero changed their look and it has changed to nothing.
Once you did the same follow-through, it only shows up the purchase order overview of the list you made from purchase order and you have to select Bill section again which shows all the bills not only you just made from the purchase order but also other existing bills. What a wasting time.
It is not an improvement, rather going…1 voteHi Soonam, as an update to the new Bills view you'll find you can now set a 'Default bill page' so each time you navigate to the bills area you should be taken straight to the page you've set as the default. 🙂
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Inventory - Edit from the list view
I would like to make a suggestion (for XERO improvements). on the inventory page, where it is listed, where there are 3 dots on the right (currently only archive or delete), can EDIT not be added there, rather than first clicking on it, and then searching the edit button on the top of the next screen
3 votesThis now now available, Mieke! 🎉 From your list of Products and services you'll find the option to Edit from the 3 dots to the right of the item. Thanks for sharing with us on this, here. 😁
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Quote Register
Quote Register. Good to have the ability to progressively bill a quote.
Either through the sales screen or a report to see the progress of a quote that has been invoiced as most clients bill a deposit and then a final bill once job completed.
It would be good doe say a window like the invoicing screen to be able to add quote amount and be able top compare that to an invoiced amount so you know the status or every quote.
8 votesHi all, we've released updates to the Receivable Summary and Detail so you can now include Quotes as a Source in these reports.
You'll also find that our team have created two quick view options on the left side panel where you can switch to view all quotes , or just outstanding quotes easily all together.
With these additions, you'll be able to get in and add filters to create the view you're after. Once set up Save as to make it nice and handy. 🙂
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Bills | Batch payment - Create one payment for specific suppliers monthly statement
In the bills batch payment function - roll together invoices due for each supplier for one payment that would reconcile once bank feed comes through. We often have 20 + invoices by supplier for our key suppliers per month. Have ability to save bank particulars and reference by supplier (theirs and ours) so auto populates when running batch payment.
2 votesHi team, with no further interaction on this idea in some time, we'll shift to delivered.
You can use batch payments to select multiple bills from a single supplier to pay together. If you're trying to get a view of the bills to a single supplier you could send a Remittance, or run the Supplier Bill Activity report, or the Expenses by contact report to view totals for a collection of your suppliers. 🙂 Within an individual contact you'll also find that you can save financial details to simplify the batch payment process, too.
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Remove "Attention" to the "To" address and improve format in invoice
Not sure if this is a problem for others but I couldn't exactly find the same description but there's a similar one, See https://central.xero.com/s/question/0D51N0000554XuiSAE/the-word-attention-from-registered-address-line-at-bottom-of-invoice
In the "To" section of the invoice, for some reason, After stating the client's company name, the next line with say "Attention: then it's the same company name, followed by the full address and then without starting a new line, then "Attn:" Name of the contact person.
This looks very sloppy as the "Attention" is repeated in the wrong place, the client's company name is repeated, and then the contact person is not in a separate…
1 voteHey Sally,
This can happen when the client's name has been entered in the 'Attention' field of the contact's record. If you don't want the Attention line to appear on your invoices, you can edit the customers contact's record to remove it from the address field.
I've confirmed this works in the global demo organisation. As we can see in the attached screenshot, the 'attention' field has been removed from the address.
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Bills - Attachment files in overview instead of opening bills
We enter bulk bills into the system and can only attached a copy of the invoice after authorised. To upload these signed invoices are time consuming having to open each bill and then drag or attached the copy invoice.
It would save us so much time if these invoices could be attached directly to the bills in purchase overview instead of having to open every bill.4 votesHi team, appreciate it's been a while since this was first raised here. Recently we released some changes to the list view of bills where you can now 'Quick view' your bills from the list view without having to open each individually.
You'll find by clicking on the eye icon in the list it'll open up a side view of the bill where you can also add attachments 😊
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Xero Accounting app | Invoice - Ability to 'preview'
Could you add Invoice preview to Mobile app. This service is available on the main invoice page so it should be easy to add to the mobile app. It is standard with a lot of mobile app software payment systems
2 votesHey Paul - thanks for sharing your idea! I've checked with our team and I can confirm that it's possible to preview invoices in-app, as well as previewing the .pdf export.
The exception being draft invoices which, consistent with desktop Xero, do not allow a .pdf export.
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Bank Reconciliation - Add account when reconciling
It would be great if when we were in the reconciliation screen for a bank account and we came across an entry that needed to have a new account added, we would be able to add an account from the reconciliation screen, rather than having to go to the chart of accounts (so, after adding the vendor name in the reconciliation screen, for example, if there was an option when scrolling through accounts to add a new account, that would be great).
7 votesHi Kimberley 👋 this is already possible!
If you click add details from within the Create tab it'll expand the entry window and if you click into the 'Account' field you'll see an option to +Add account 😊
See below 👇
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Tracking - Freeze the top row and left column when scrolling
Hi there, we have a suggestion that would help us a lot as we have a lot of tracking categories. Could Xero add a fixed top menu and side menu so that when we scroll up and down we can still see the tracking categories and also what it relates to. Basically freeze the left column with headings and freeze the top column with headings.
4 votesHi team, with no response we're going to guess this is within reports. If so, with Xero reports you'll find the top row and left column- are now 'sticky', so you can see the headings when scrolling beyond where they'd be displayed. 🙂
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Quotes - Expand column in the quotes screen.
The field column Number is truncated on the Quotes screen.
Allow to expand column in the Quotes screen4 votesHi community, with the updated quotes list screen you'll find that the reference is now wraps within the cell and won't truncate - So, you can see the full reference! 😊
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Contact - Year on year revenue report
The ability to analyse year on year customer revenue by selecting your time frame and comparing across a number of selected years (this is what I would like) or by month / year. Allows to have a quick snapshot on how each customer account is performing and address any obvious loss of custom / sales. A basic analysis report but a highly useful and informative one. The ability to compare in this way exists on Xero for profit and loss but not for customer accounts.
1 voteHi Caron, the Income by Contact report should give you what you're looking for here 😉
You'll find similar ti the Profit & Loss you can set your comparative periods, as well as view a chart of your top 10 customers!
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Xero Accounting app - Set default behaviour for 'Send me a copy'
When sending an invoice from a mobile device, remove the “send me a copy” button, or at least let us make a one time adjustment to stop having to turn it off every single time.
1 voteAppreciate letting us know how we could improve your flow when working from the Xero Accounting app, Joshua. Our team have just released a change for iOS to align with the Android behaviour.
Now, when you send an invoice or a quote, the 'Send me a copy' field will be unchecked by default.🙂
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Invoicing - Ability to edit reference field when payment applied
After saving a payment directly inside an invoice, if the reference field is incorrect, we cannot edit it. We can only remove and redo.
1 voteHi Barbara, it's possible to Edit some fields of an invoice once a payment has been applied. This includes the Reference field - See more here
You'll find the option to Edit available from the icon menu in the top right of the screen.
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Search individual item within whole of Xero
When we search for an item - there only seems to be limited ways of doing this. If more than one item is bundled up in a total then it is impossible to find. Eg. Would be good to find all items of a certain price (net) and then do ID when trying to sort out something or other.
1 voteYou can use the Inventory item details report to view this information and enable sorting by Item code. Add filters to this report for example to view results of Unit Sale Price like my image below. If you find this is a report you'll often run you could even save as Custom and favourite the report to make it more accessible in your org. 🙂
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Projects | Profitability - Link to run filtered report
The buttons linking to detailed reports from the project profitability tab don't go to the place they claim. They just take you to a blank report view. Very useless and pretty annoying. The software is almost as buggy as Quickbooks. Anyway, here's a screencast showing what I mean: https://www.dropbox.com/s/5hplwiontob2vq4/uselessButtons.mov?dl=0
5 votesHi all, leading on from our last update we're going to move this idea to 'Delivered' with the change the team made to Projects in August last year (apologies for the late update here!) You'll now find that all the reports on the profitability tab take you to the report, filtered to the project you were on 🌟
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