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2318 results found
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New Invoicing - History to include if invoice is resent
When an amendment is made and the invoice resent it needs to record who it has been sent to
328 votesHi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
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New invoicing - View Item Code and Tracking columns on saved invoice
Unless I'm missing something, I can't seem to see the Item Code or Tracking Code fields on a saved invoice? They are there in Edit mode, but not when viewing a saved invoice? We don't need to include these columns on the invoice sent to clients, but do need to be able to see them for internal use without having to go into edit mode. Until we can do this, we won't be able to switch to the new invoicing.
5 votesHi team, apologies we haven't updated this idea sooner. Our product team made a change to the approved grid view a fem months ago, where now you'll see Item code and Tracking as separate columns once the invoice is approved to make it easier to review your information. We appreciate your feedback here and sharing through product ideas.
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Invoicing | Contact - Default address based on GPS
Hi,
My business often delivers the same or similar services to repeat customers. It would be useful if Xero could default the contact address based on GPS Location, and then even propose default invoice items and pricing to make the invoicing process easier. This reduces the risk of invoicing mistakes and adds efficiency into the process for invoice creation. Also helps with contact payment process improvement.1 voteInteresting idea here, Nathan. Can understand how this could increase efficiency for businesses that are invoicing on the go. It'll be good to get an idea of the interest from community through your idea here. Not something we have planned right now but I'll let you know if there's any change.
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Reporting - Option to remove the Date from the Footer of all reports
The print date that now appears at the bottom of reports is useful for some reports and circumstances, and I understand this date is now turned off for Published Reports.
However we do not 'publish' our financial statements - we send our financial statements to clients in a practical and informative pack instead. This is a more efficient, professional and streamlined approach for us.
Showing the print date on these financial statements is of concern, due to various issues including the lag time between preparing and approving the report. It is also not ideal when preparing the directors resolution and…
71 votesIt's good to know the small changes that can make a difference to our customers. Thank you for all sharing with us on the idea, here. Our team are looking into a solution at the organisation level, that'd enable you to remove the Date from footer for all reports exported to PDF. While they explore this we'll move the idea to Under review and I'll be back to share more as this moves along.
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UK Payroll - Change payroll journal date
The Payroll Journal dates are currently fixed to be the Pay Date, which is incorrect for any business that has hourly paid employees which must pay after end of month, when all hours are calculated.
Every month all of our P&L figures are wrong because of this. Nobody wants to have to waste time doing loads of manual journals every month, which have the potential for mistakes, when Xero has created a system which is supposed to automate this process.
Others have raised it but Xero never replied, see link at the bottom below.
The solution is:
Create…
12 votes -
New Invoicing - Option to leave Discount field on or off permanently
A function that was used 100% of the time in classic invoicing
2 votesHi Amy, although discount column may not be visible when you first use new invoicing, you can use the Show/hide fields option to choose which fields and columns are displayed - including Discount, and Save your preferences.
Next time you create an invoice for a customer using new invoicing you'll see your field preferences from the last invoice should be in the new one.
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Global Search - Sort results by Date, Total, or Status
The ability to sort Search Results by date / total / status
22 votes -
Purchase Order - Delivery Date for each line item
Ability to add a delivery date to the purchase order for each line item.
28 votesHey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.
However, if anything changes in this space, we’ll update you on this idea!
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New invoicing - Hide Tax Rate column
In New Invoicing we can now hide the tax amount column. As this is for organisations that are not registered for tax, the Tax Rate column is also redundant so would it be possible to hide that too? We are set up as No VAT Scheme so both these columns just get in the way and it seems odd that we can mask one but not the other when you only ever need both or neither.
While we're at it, could we do the same in Billing?
Thanks
5 votes -
Account Transactions Report - Show date transaction was raised
For the account transactions report please can you add more column options to include the contact/supplier name and entered date. This is helpful in analysing the transaction data further.
43 votes -
Reporting - Ability to view transactions including date of transactions & date created
Transactions posted after a period end affecting prior periods
Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
How can I locate these entries?I have tried a transaction report, but there are no parameters that I could enter.
Ideally.Example -
Our year end is 31st August.
I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)In other accounting systems, you could take a unique reference number…
12 votesHi Kellie, you might find History & notes useful for getting the insight you're after here.
Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in.
Keen to hear if this helps.
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Reconciliation: Find and Match - add filters for date ranges
In the Find and Match screen, add a filter for a date range rather than having to scroll thru all the outstanding transactions.
49 votes -
Reporting: Receivable Invoice Summary - Adding date paid column
Adding date paid column into Receivable Invoice Summary report.
Purpose: To make users’ easier when doing the calculation of average days paid by each customer.
3 votesHello community, we’re happy to let you know that you’re now able to add a date paid column in the Receivable Invoice Summary report. To see the date paid column in this report, you’ll need to tick the ‘Last Payment Date’ option under Columns.
Thank you for raising this idea, we’ll now move this to ‘delivered’ status
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New Invoicing - Files - 'View' and 'Delete' UI
There is a significant design flaw in the new Files UI:
1. The delete button will remove an attachment on a single click, rather than prompting a confirmation.
2. The 'View' file button is directly next to the delete button increasing the chance of accidentally clicking delete instead. Given the point above there's no way of recovering the attachment as clicking it will instantly remove that file.In the old invoicing you could simply click the file name to view rather than clicking a 'View' button. The delete button was under a cog and initiated a second click to confirm…
6 votes -
Bills - Assign planned date when entering bill
Please add the option to assign a planned payment date when entering bills / within the individual bill, not just from the overview tabs.
18 votes -
Invoicing | Payments - Using tab and enter
Most people using accounting software are keyboard proficient. Having to use a mouse to see and click on drop down lists is inefficient. This is particularly bad when applying payments to the new invoicing system. I can see you've updated this so that you can tab across when you're creating a new invoice - please extend this functionality to the payment field. (All we really want is for you to #BringBackClassicInvoicing)
2 votesHi Amanda, are there any particular fields you're having issues tabbing through in the payments window? We recently released a change so you can now type in dates rather than having to choose from the calendar.
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Invoice settings - Separate Item & Description for new invoicing
Separates Item and Description in new invoicing
1 voteNew invoicing has had a bit of improvement and along with separate Item and description fields, you'll see there's an option to show or hide which fields of your invoice lines are shown. 😊
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Invoicing - Show Delivery Address on invoices by default
Enable the option for invoices to by default display both billing and delivery addresses.
22 votesHi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, 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 invoices.
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Bills - Edit Date of paid bill
Ability to change the date of paid bill.
Purpose: To make it easier for users rather than going through the process of unreconcile the transaction, change the date and reconcile the bill again.
11 votes -
New Invoicing - Ability to remove tracking using keyboard
We use two tracking category's depending on which country the transaction relates to, the category options are the projects in that country, if a tracking option has been added to the wrong category on an invoice and you need to remove it you can't leave the category blank, on the old invoices and other areas of Xero you have (none) under the category options which you can choose if it is to be blank but this option is not there on the new invoicing
4 votesHey everyone, thanks again for suggesting this. Good news – the new line item grid is live for everyone now.
With this update, getting rid of tracking is way easier. You can just hit backspace and tab through the fields, or we've also popped in a 'No tracking' option in the dropdown. We appreciate your feedback through product ideas – it really helps!
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