4652 results found
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New invoicing - Ability to view as tax exclusive (when entered inclusive)
In the "New version of Invoicing" disappeared an amazing function - when you open an invoice after it has been approved, it always displays as tax exclusive, even if you entered it as tax inclusive. In the new version if you approved an invoice tax inclusive it ONLY shows it as tax inclusive. Can you please add the feature of seeing both versions of the same invoice.
And another feature that disappeared in the new version is to see account number, not just the name of the account. Can you add it back too? And move it back to the…25 votesThanks for raising the idea here, Maria. Will be good to get a sense of the interest in being able to view invoices as exclusive when entered as inclusive. We don't have any immediate plans for changing this but I'll be sure to let you know if there's any change.
We have a separate idea tracking the ability to view the account number that I'd recommend joining for any information or updates around this.
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Customer Statement - Total payments
Customer statements - will Xero enable the functionality to present payments received by customers as 1 line item? We want to see the total payment amount on the statement - not allocated to each invoice as it is currently.
4 votes -
AU Payroll - Job title to appear on payslips
Can you please look at adding a feature to payroll templates which allows Job title to appear under 'Employment Details' on payslips.
5 votes -
Customer Payments - Payments on Account, instead of Overpayments/Prepayments
You can only allocate payment on accounts to a customer ledger on Xero by clicking 'Overpayment' which is very long winded. Please can this be simplified to select the customer and then allocate straight as a 'payment on account' and then this can be allocated to the invoice once this is uploaded.
In addition, if there is money out that gets contra'd against money received from a client, there is no way of coding this to the customer ledger.
37 votes -
Stripe - Add multiple stripe connections
We have multiple stripe accounts that we need to connect. It would be great to be able to add more than one strip payment processor that connects to two separate stripe IDs.
24 votes -
UK Payroll - Track the table based DEA Deductions
There is currently an option for a DEA to be table based when setting it up, however this doesn't do any of the calculations for the DEA. Instead, they need to be calculated manually & entered as a fixed amount. There is also no way of keeping track of the amounts deducted until the total has been paid within Xero, this also has to be done manually. This can especially be difficult if the employee's pay varies each period.
12 votes -
New Invoicing | Billable expense include Item Code and details
Please keep the current feature of adding item codes to billable expenses so that the preset charge out rate and account pulls through. In the new system adding an item code wipes out the billable expense.
15 votes -
New Invoicing - Quick find Address
Having "quick find" on the billing address when entering a new contact through an invoice.
49 votesThanks for letting us know how useful this feature is to you when creating invoices for your customers in Xero. We have some improvements the team are focusing on within the contact card to provide our customers more efficiency, which includes the ability to search to add an address for a Contact.
For the time being we'll change this to working on it, and I'll keep you up to date with any progress for this, here.
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Bank Rules Placeholders
Placeholders for dates in bank rules descriptions for example reconciling monthly payroll and having the month it relates to pull through on the description through a bank rule.
11 votes -
Invoicing - Include PDF attachment when emailing invoice
When Xero are emailing out their invoices please can you go back to attaching the invoices as a pdf as it quicker to be able to forward them rather than having to sign in and save them as draft, especially when you are having to do loads for clients.
48 votesThanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
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New invoicing - View full list of inventory items
It is most annoying and time consuming to only be able to access half of the inventory items when raising an invoice. Instead one has to look up every item in the second half of the inventory, line by line before you can add it to an invoice. This is a step into the dark ages.
21 votesHi team, thanks for sharing and showing your interest on the idea, here. Atm our product team are doing some work to improve the line item grid and as part of this the item field will also see some improvement. Once the changes are released for the edit page you'll be able to view more items for each drop down option in the grid.
I'll keep you updated of the release for this here.
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Billable expense - Resize description column in allocation screen
We use the Billable Expense function on Xero. However, we find it impractical when it comes to allocating the billable expenses. This is because we are unable to see the full description of the expense in the allocation pop-up screen and this results in incorrect allocations.
If the description column can be dragged to resize it, or include a scroll function, then incorrect allocations can be avoided.
15 votes -
New invoicing - Searching items by start of field
New Invoicing - Type in Item - please change back to only searching start of field, as per old invoicing.
Now that typing in the Item field in the new invoicing brings up every item with that word or part word in anywhere, we either need to learn all the codes, or make sure our items all contain totally different words. It takes ages to find the item required.15 votes -
Bills - View PDF without downloading
It would be massively helpful to be able to preview the PDF invoice instead of having to click on and download it each time. If you could preview it alongside where you are inputting data on a Purchase invoice that you have sent to Xero by email - then you can check details side by side rather than having to print out the paper versions. Would be much more efficient
6 votes -
New invoicing: Remove / turn off online payments option
I would like the option to remove the 'set up online payments' box whenever I create a new invoice. For companies like ours who are never going to use this function, it's irrelevant and takes up unnecessary space (we use invoice finance and our clients don't pay us directly). Could there be a toggle button in the settings to be able to switch this off?
5 votes -
UK payroll - Ability to include additional fields in Pension Contribution Report
Xero cannot current cope with companies that have more than one pension scheme. The upload I need to send to the pension provider includes payroll number, pensionable earnings for period, start date and date of birth. It would be useful if Xero had the ability to add these and additional fields if required customised in the contribution report.
20 votes -
Manual journals: Add projects category to Manual journals
It would be beneficial to add an option for the projects to the manual journals
8 votes -
New invoicing - Option to leave date field blank like classic invoicing
In New Invoicing can the Date field be left blank when in draft status as per previously. Regularly I create draft invoices and want to continue to be able to leave the date blank or to put tentative dates in before moving forwards int he process.
29 votes -
Bills to Pay - Duplicate bill alerts display should be customisable.
Bills to Pay - Ability to customise the duplicate bills to pay alerts Display.
4 votes -
New Invoicing - Improve History to show when emails are sent
Previously if you emailed an invoice or statemt to a client it showed up as such in History for that client. Recently this appears to have changed and all that shows in History is "Updated". Not very helpful as it is important to know when one last emailed an invoice or statement.
Please fix.
4 votes
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