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4691 results found
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Inventory - Automatically copy updated purchase prices to Draft purchase orders
When inventory prices are updated, enable draft purchase orders to also update with these current prices, or am I missing something?
2 votes -
Invoices - Option to set direct bank transfer payment option on Invoices
Could we implement an option to pay an invoice via bank transfer when a customer clicks on the 'pay now' link on an invoice?
At the moment, most of the connected services are done via card and may have fees included on top of what the customer already has to pay.
4 votes -
Invoices - Payment Terms to include a "day(s) after the end of the bill week" option
It is far more common place and practical to set a give day of the week to send payment batches. I would assume that most businesses are not firing off payments every day of the week for every individual invoice (ie based on x number of days after invoice/bill date).
That being said, I also believe it is far less common to be offering or to be offered payment terms of old (ie x days after EOM).
It is and has been common place in our industry for more than 20 years, that suppliers provide payments terms of x days after End of Week (EOW).
The payment terms options provided in Xero do not facilitate this specific payment term type and therefore requires hacking an x number of days after bill date to get the calculated date close and then for every invoice, manually applying the correct due date.
It would be incredibly helpful to include an EOW payment option for payment terms for both Bills & Invoices.
It is far more common place and practical to set a give day of the week to send payment batches. I would assume that most businesses are not firing off payments every day of the week for every individual invoice (ie based on x number of days after invoice/bill date).
That being said, I also believe it is far less common to be offering or to be offered payment terms of old (ie x days after EOM).
It is and has been common place in our industry for more than 20 years, that suppliers provide payments terms of x…
7 votes -
Invoice - Ability to link an email template to an invoice branding theme
I would like to be link an email template to an Invoice Theme.
I have two slightly different email templates that I want to be able to use for sending invoices depending on which invoice theme I am using.41 votes -
User logins - Client to see a login by the practice, rather than individual users
As a firm of around 25 accountants, we all may need access to a particular client at any point in time. Currently however, the client is aware of each individual user (i.e. 25 users) rather than an as a practice.
It would be therefore be good if Xero operated like Sage or QBs whereby the client only sees the practice as having access to their data.
5 votes -
Xero Accounting app - Reference in invoice heading
I have a long list of draft invoices, however in the app, I don't know what each one is unless I click on it? Why is the reference not in the heading? This would save a LOT of time for such a small feature.
1 vote -
Sales Invoice - Bulk Download of PDFs in separate files
Bulk download of invoice PDF files (not export csv)
Currently after doing a search, what I understand the current process is:
- Going under Paid / Unpaid tab under Invoices
- Checkbox all and select print
- But this clumps ALL the invoices into a single PDF file instead of one file per invoice number
- Using an online tool to split the invoices. If your invoice is more than 1 page long, you'll need to manually merge them back.
- Alternatively, manually clicking each invoice link, hitting the Print PDF button. Going back and repeat every invoice.What I would like to see...
- Select invoices (checkbox) on the All invoices list screen that you want to download. Each invoice is in its own PDF file. A combined zip file would be nice.
- A link on the list screen to immediately download the invoice without going into each individual invoice, clicking on the "Print PDF" button. 3 dots offering download PDF, email, client links, etc would safe an extra trip to click into the invoice individually.I've seen this offered in more basic invoicing software.
Bulk download of invoice PDF files (not export csv)
Currently after doing a search, what I understand the current process is:
- Going under Paid / Unpaid tab under Invoices
- Checkbox all and select print
- But this clumps ALL the invoices into a single PDF file instead of one file per invoice number
- Using an online tool to split the invoices. If your invoice is more than 1 page long, you'll need to manually merge them back.
- Alternatively, manually clicking each invoice link, hitting the Print PDF button. Going back and repeat every invoice.What I…
20 votesThanks for stepping out the process for others here, Vicky. You're correct in the way this currently works.
It'd help when sharing back with the team if you could share more detail of why you'd like the ability to export in bulk but create individual files. What would this help your business do?
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Files - Add to new 'Credit Note'
I cannot attach a credit note file to a new credit note directly from Xero Files which is frustrating, it would be really helpful to have this as an option.
8 votes -
Reporting - Alert if the Balance Sheet is unbalanced
Show an alert if the Balance Sheet is out of balance
1 vote -
Cash Coding - 'Find and match' function on cash coding
I quite often take on Xero 'tidy up' jobs, there are sometimes hundreds of transactions unreconciled, meaning lots of pages to click through. Working through my different checks I find bills/invoices that have in fact been paid, and then have to click through numerous pages of unreconciled transactions to find the one I want to match. It would be super useful if you could implement the find and match function on the cash coding tab. Its so much easier to find the bank transaction from the cash coding list, by sorting it, so to be able to finish the matching process in this tab would be awesome.
Thank you
I quite often take on Xero 'tidy up' jobs, there are sometimes hundreds of transactions unreconciled, meaning lots of pages to click through. Working through my different checks I find bills/invoices that have in fact been paid, and then have to click through numerous pages of unreconciled transactions to find the one I want to match. It would be super useful if you could implement the find and match function on the cash coding tab. Its so much easier to find the bank transaction from the cash coding list, by sorting it, so to be able to finish the matching…
6 votes -
AU Payroll - Bulk upload approved leave requests
Ability to import the number of days of annual leave/other leave taken per employee for the month. It is very time consuming to manually add the leave taken for each employee when completing the payroll each month.
28 votes -
UK Payroll - Ability to change Pay Periods
We have hourly paid employees who get paid 12 x per year with either a 4 week or 5 week pay period. At present, Xero doesn't give this option to change a pay period within payroll calendars. There are only set pay periods.
31 votes -
AU Payroll - Audit history for autosuper submissions
Audit history that shows who has submitted a super batch in Xero
11 votes -
Financial Accounts - Switch rules effect notes
Would like to see switch rules work in the notes to the financial accounts the same way they work on the balance sheet - allowing for reclassification of accounts with negative balances, for example negative current asset to current liability or negative non-current liability to move to non-current asset.
These issues are particularly acute when an account goes from positive to negative and vice-versa between current year and prior year.
On the basis the switch rule does not operate correctly in the notes to the financial accounts, means that in many cases the switch rule is rendered an unusable feature - as switch rule will work in balance sheet but not in notes to financial accounts.
Would like to see switch rules work in the notes to the financial accounts the same way they work on the balance sheet - allowing for reclassification of accounts with negative balances, for example negative current asset to current liability or negative non-current liability to move to non-current asset.
These issues are particularly acute when an account goes from positive to negative and vice-versa between current year and prior year.
On the basis the switch rule does not operate correctly in the notes to the financial accounts, means that in many cases the switch rule is rendered an unusable feature…
36 votesHi everyone, thanks for your interest in how we could enhance notes in reports for you. Our product team is currently conducting research to identify areas for improvement in the Notes to Financial Statements in Report Templates.
We'd greatly appreciate your input on where they can focus their efforts, and have created a brief survey to gather your feedback. Please share your thoughts. It takes about 5 mins to complete, and your contribution will be invaluable to the teams discovery. We also welcome you to share this with your colleagues who may like to contribute, too!
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Contacts - Add field for SWIFT code that populates for batch payments
Request SWIFT code field to be saved under particular contact as bank account number, so that it could auto populate in the batch payment.
29 votes -
Bank Reconciliation - Jump to transaction page
Would it be possible to have the option of jumping to the page a transaction is on, when searching through unreconciled transactions on the bank feed?
For example, you find the transaction inthe search bar, but then you need to flip through (sometimes dozens) of pages on the bank reconciliation screen to find it, to reconcile it. Would be amazing if we could have a 'jump to this transaction page' option.1 vote -
Banking | Feeds - Enable support for Mortgage and Loan accounts
Standard bank current and savings acccounts are currently availble to add to Xero via Open Banking feed but mortgage and loan accounts are not. Please could support be added to these also please.
8 votes -
Invoices - Option to send our own PDF invoices through Xero
We have our own PDF invoices we send our clients and much prefer these over the automatically generated Xero PDF version of invoice. I know we can upload these into Xero when in classic view but are these the PDF invoices sent with Automatic Reminders when selecting "Include the link to the invoice PDF" or is it the standard Xero PDF invoice that is sent? If not can this please be added as we much prefer our own invoices as much detail goes into them and we are not happy with the overall look of Xero PDF's. We have tried to customise them were possible but fonts we use are not available.
We have our own PDF invoices we send our clients and much prefer these over the automatically generated Xero PDF version of invoice. I know we can upload these into Xero when in classic view but are these the PDF invoices sent with Automatic Reminders when selecting "Include the link to the invoice PDF" or is it the standard Xero PDF invoice that is sent? If not can this please be added as we much prefer our own invoices as much detail goes into them and we are not happy with the overall look of Xero PDF's. We have tried…
2 votes -
1 vote
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Sales Overview - Bulk "Void" button for invoices
Can you introduce a "void " button please on the invoice listing page. We have dozens of invoices that have not been paid as customer cancelled order but we cannot void them in bulk. We would like to use the checkbox next to the listing of invoices and select "void" to do them all at the same time rather than one by one which we do not have time to do.
33 votes
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