15 results found
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Bills - Capture data from pdf bills
Capture data from PDF bills and automatically populate Bills fields in Xero. Similar to Hubdoc image recognition, but need to be for Bills as standard feature in Xero.
Workflow is next: Create a New Bill, upload pdf bill file, then click button or toggle "AI auto-fill", boom no need for manual entires. Double check and approve the bill, saved a lot of time on manual entires/bookkeeping.
2 votesThis is already possible within Xero, Sergii. While it's dependent on Xero being able to read your PDF, you can use our Upload bills feature.
Alternatively, you can email bills to your organisation and similarly Xero will try to autofill details of your bill based on the data in your file.
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Ability to Send over due reminders from invoices page
Please set up an option on the invoice page to send over due reminders. It is very cumbersome and time consuming being required to open the invoice
click email
click edit
Click the correct email template
click send
find the tiny box that says sent (make this bigger and green)A more efficient method is to have a column on the invoice page with a heading that says "send over due reminder" with a tick box next to each invoice.
We can then tick all the over due invoices, it will automatically populate the over due email. Have an icon…
2 votesHi Jesse, welcome to Xero! Thank you for sharing your thoughts on how to increase efficiency when sending overdue reminders.
Did you know that you can set up invoice reminders within Xero? Invoice reminders automate the process of sending out overdue reminders and you can keep a track on the reminder status from within the Awaiting Payment screen.
If you wish to manually send reminder emails instead, from the Awaiting Payment screen you can select all the overdue invoices and use the email option to email multiple customers.
We have a bit of help around this in Xero Central Invoice Reminders, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Invoice - Tab through the Add Payment pop-up
When the box pops up to enter the payment details I used to be able to tab through the options to complete them. Now I have to click on the account before I can "select the account". Is it possible to bring back the ability to tab and then to start typing?
1 voteHi Carmel, it's already possible to tab through the Add Payment pop-up in Invoice screen 🙂 - You can use the Tab key to navigate between the fields. When you reach the Account field, you can press the space bar to activate it and then begin typing to select the correct account. This allows you to navigate and complete payments with your keyboard.
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Customer Statement – increase character limit on reference field
Hi everyone,
Our customers would like to see the full PO number in the customer statement. Could we increase the character limit of the reference field to 40–50 characters?1 voteHi! There's already a way to do this in Xero.
You could add a Custom DOCX branding theme, and download our sample templates to customise in Microsoft Word.
With the statement template open in Word, you'd replace the <Reference> merge field with <LongReference> to display the full reference, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your statements.
There's more info on this here: Create an advanced invoice template (the same feature is used for invoices, statements, purchase orders and more).
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Docusign
Signing online documents by customers and suppliers is integral to most businesses. I would recommend you look into providing this as an additional feature, not from an integration.
1 voteHi Glen,you can already achieve this with a Xero Advisor using Document Packs. If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Invoices - Upload and attach a delivery order
Can you add a task bar for upload of Delivery order so that we can link invoice with delivered DO documentation.
1 voteHi Gary, as Kelly mentioned, you might do this by adding the customer's delivery order to your invoice as an attachment.
We have a bit if help on how to do this in Xero Central here: Attach a file to a transaction, but if you need an extra hand, you can raise a case with our Xero Support specialists. 😊
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Showing partial/overpayments allocated to online invoices sent to customers below the invoice total, as customers want to see amount due
Showing partial/overpayments allocated to online invoices sent to customers via email below the invoice total, as customers want to see amount due (what they have to pay) instead of seeing the invoice total. Customers just pay the last amount shown on the invoice. They often don't read the emails, that state the amount due is less than the invoice total. We want them to see it as we see it on xero.
1 voteHi Laetitia,
This is already possible in Xero! When you use the standard invoice template, the overpayment allocation appears as a credit under the invoice total. The final amount due is then shown below that. I've attached a screenshot from my demo company to show you how it looks. Please check the invoice to see if you're using the standard template or a customized one. Thanks
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Product & Services - Visibility of recent purchases
Products and Services - Bills/Purchase TAB or Column within transactions
The ability to have a Bills/Purchase TAB or Column within the transactions of each item, so we can easily see all the supplier bills associated with each item that's been ordered. At the moment, there's no way to see what your last order was if you have many sale transactions, without prior knowledge of the supplier and viewing the bill under the contact card. Sometimes we have multiple suppliers and this can be very time consuming to look for this information when reviewing contract pricing for all the suppliers for…1 voteHi there 👋you could run the Payable Invoice Details report to view this information. You could group the report by Item code, then order by Invoice date to see the latest items that have been purchased from your suppliers.
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Projects - Assign timesheet entries to a job
It would be great if you can allocate the technicians time from the timesheet to a specific job number so that a labour cost is never missed. Have some sort of capability to export the timesheets to all the job numbers.
1 voteHi Jamie! Did you know it's already possible to do this using Xero Projects?
Staff members can record their time against specific projects (jobs) using either the Xero Me app or within the Projects section of Xero itself. This directly allocates their time as a cost to the job, ensuring labour costs are captured accurately. To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks
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Income and Expenses by Contact report - Filter by account
Please add chart of account codes as a filter on the Income and Expenses by Contact report
2 votesHi team, upon re-reviewing your idea here - while there is no filter for Account on the Income & Expenses by contact report atm, you can use the Account Transactions report to get what you're asking here.
You can select the specific accounts you'd like to view results for, Group or Summarise by Contact and add a Filter for Source to only select the transaction types you'd like to see results for.
If you find this report useful you could then Save it as custom so you can easily access it with your filters in the future. 🙂
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Files Inbox - Highlight multiple files by holding the shift key
When in the Files Inbox, we need to be able to highlight multiple files by holding the shift key. (This works in other areas of xero already, like batch payments)
2 votesHey Mel
There's already a similar feature in the Files Inbox, but you'd need to tick the checkboxes to the left of the files to select them, instead of holding Shift or Ctrl.
That said, if you need an extra hand with this, please raise a case with our Xero Support specialists: Get help from Xero support.
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Quotes - Feature to hold Supplier Quotes
It would be really useful to be able to put my supplier quotes on to Xero as some of my jobs have numerous quotes from different suppliers. It would make it easier to compare them and then generate our own quotes to our customers from these.
1 voteHi Zoe, as mentioned in my last update in Xero you can enter purchase orders as a means to record a quote you've received from a supplier. Once confirmed with your customer you could delete the unneeded purchase orders and create a quote for your customer, or Copy the purchase order to a draft invoice.
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Export invoice
A feature to export the status of outstanding invoices/overview in PDF Format. Currently its only available on Excel format.
2 votesHi Community! As Kelly mentioned, this functionality is already possible within Xero. You can run the Receivable Invoice Summary report and filter this by Status = Approved to get all but the Overdue by column. This report can be exported to Excel, Google Sheets or PDF. 🙂
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Bank feed - Bank Five Nine
Add bank five nine to your list of banks you work with.
4 votesHi Lyndsey, great news! It is already possible to connect a feed for Bank Five Nine in Xero, through our integration with Yodlee.
We have a bit if help around this in Xero Central, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Bills - Supplier to send Bills direct to Xero
Ability to send Suppliers a Unique Email that sends invoices directly to Bills to Pay, rather than them send them to our business email address and we forward via Dext Email as we are now, Saving time when multiple Suppliers send Invoices and we then have to forward them on,
1 voteHi Eileen, sorry we've not got back to your post here sooner. This is already possible with the use of email to bills, however for security reasons we generally wouldn't recommend sharing your unique email address outside of your organisation.
Alternatively, you may also want to consider connecting and publishing documents to Xero from Hubdoc. Or, we have also introduced the ability to Upload bills. This would still require a little manual part t play from your businesses end but you can upload multiple files at once to create multiple draft bills in your org.
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