For small businesses

347 results found

1. Payables report

   Create a payables report in Xero accounting software that shows all future committments due within a date range that includes supplier credit notes

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Accounting features  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Lea, this is already possible with the Payables Invoice Details or Summary reports. It's based on the date range set for the report. So if you set a date in the future you'll be able to see all activity that has been entered with a date in that period. 

2. Invoicing - Ability to bill/charge a different contact

   Some of my customers utilise my services through a scheme where their employer or a separate 3rd party will pay their invoice.
   Often this same employer or 3rd party will be paying for many of my different clients and they will often pay me in one payment.

   Think of something like an insurance company paying for repairs on many different vehicles, or NDIS payments for the provision of health services to many different customers.

   I quite urgently need a way to keep each customer separate so that I can easily retrieve sales history and data based on individual customer, and at the same time have the total amount invoiced to all individual customers appear on the one 3rd party contact/account.

   I have seen other systems where the invoice is raised against the individual customer and then an option is selected to "Bill To:" the 3rd party.

   This then gives me the option to view individual customer history at a quick glance, whilst being able to generate statements of total charges to a separate organisation who has committed to pay.

   Some of my customers utilise my services through a scheme where their employer or a separate 3rd party will pay their invoice.
   Often this same employer or 3rd party will be paying for many of my different clients and they will often pay me in one payment.

   Think of something like an insurance company paying for repairs on many different vehicles, or NDIS payments for the provision of health services to many different customers.

   I quite urgently need a way to keep each customer separate so that I can easily retrieve sales history and data based on individual customer, and… more

   2 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  0 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

3. Quotes - Create repeating quotes

   I note there are repeating (aka recurring) invoices and bills.
   I would like repeating quotes as well because every year, we issue a quote to some of our clients for maintenance agreements or hosting agreements. It is basically the same quote every year except that the amounts are adjusted for CPI

   9 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  2 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

4. Billable expense - Automatically autofill account and project code in invoices

   Currently after we assigned billable expenses to a customer and subsequently when we create a new invoice with the billable expenses, noted that the tracking category named Projects as well as account code are not auto-fill. We need to fill in manually which is time-consuming, imagine there are 100 items in the invoice.

   It will be very helpful and save time if the account and project code will be auto-fill in the invoice. We really appreciate your support and looking forward this can be implemented. Thank you!

   10 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  1 comment  ·  Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

5. Notifications - Screen to maintain settings for notifications

   I think it would be great to have a screen to manage notifications settings.
   This could present a long list of notifications for different things (e.g. for me the important ones are activity statement due soon, STP filing overdue).
   For each item, the user could select if they want it active, how they want to be notified (e.g. header line, or in a widget), and whether to be emailed (very helpful for people like me who only log in once or twice a week and do a days work).

   As a side note, the first of my important ones was requested already in the post https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47224142-bas-notification-when-activity-statement-is-due.

   However, the response (marking it as complete) wasn't fully completing the request - which is to notify the user on the dashboard, rather than only within the Activity statements screen.

   I looked into this after finding I'd missed an activity statement, and so I excitedly added the "Activity Statement" report to the "Tax and reporting" widget on the dashboard, thinking this would be able to remind me... but all it does is show a shortcut to the activity statement screen. It doesn't have any notifications :(.

   Lastly, yes Xero already puts up notifications for some things. One user posted a feature request title "Notificatioins - Ability to view all notifications received". This certainly has merit too!

   Thanks for your consideration,
   Paul

   I think it would be great to have a screen to manage notifications settings.
   This could present a long list of notifications for different things (e.g. for me the important ones are activity statement due soon, STP filing overdue).
   For each item, the user could select if they want it active, how they want to be notified (e.g. header line, or in a widget), and whether to be emailed (very helpful for people like me who only log in once or twice a week and do a days work).

   As a side note, the first of my important ones was… more

   12 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   2 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, while not a feature wide control we've implemented a change leveraging Xero notifications service so you can set a reminder and stay on top of Activity Statement lodgments - Within the settings of this report you'll find a due date reminders tab where you can select a recipient and when you want the reminder to be sent.

6. Invoice - Set the calendar to Sunday to Saturday

   Set the calendar to Sunday to Saturday for everything, including Invoices. - Xero recently changed the Calendar for only the invoices. The week day now starts on Monday. I was informed this change was intentional and is currently not going to be changed back. Credit Notes, Recurring payments, quotes, bills, reports, literally everything else has the week starting on Sunday. This is very cumbersome for our business. My staff are constantly putting the wrong date on invoices. We operate at very high speeds because we have a lot of customers come in at a time, and a lot to do all at once. All day every day. I am begging you to please either change everything to the week day starting Monday or change the invoices calendar back. We prefer it with a Sunday start week as it is the same as all of our other programs. Or create a selection in the organization settings so people can choose. It is really hard to select the right date on the invoices, since it is the only place in Xero that has a calendar weekday starting with Monday. If that makes it easier for some retail stores, then please just change everything so we can just have it all one way. Then we can get used to the new way. I would love a phone call to show you what this is doing to our business. I love Xero. I love a lot of it's features but this was a really bad idea for my business!! And I can't be the only one experiencing pains and setbacks because of this.

   Set the calendar to Sunday to Saturday for everything, including Invoices. - Xero recently changed the Calendar for only the invoices. The week day now starts on Monday. I was informed this change was intentional and is currently not going to be changed back. Credit Notes, Recurring payments, quotes, bills, reports, literally everything else has the week starting on Sunday. This is very cumbersome for our business. My staff are constantly putting the wrong date on invoices. We operate at very high speeds because we have a lot of customers come in at a time, and a lot to… more

   •  

   •  

   •  

   •  

   •  

   •  

   6 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   4 comments  ·  Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for also sharing screenshots with your idea here, Brandy. I've just reached out to our product team to share this back and get more understanding of the change. I will share if there are any updates with you here.

7. AU Payroll | Pay Items - Date driven (add start & end date)

   Can we please have the ability to add effective start and end dates against pay items. For example, a deduction may only be for 10 weeks at a set amount. Rather than having to setup multiple notes offline to remind us of this, can't we have this function setup in the payroll system so it only deducts the amount over the set period specified?

   2 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  1 comment  ·  Payroll  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

8. ability to edit including remove header from invoice cover note

   The ability to edit including remove header from invoice cover note (that is company name, invoice amount, due date and invoice number).

   2 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Jacqui, when you refer to the Invoice Cover note would this be the email that is sent to the customer or within the attached invoice (online or PDF). If the latter you can use Invoice templates to customise the look of an invoice to your customer.

9. New invoicing - Use persons name from Contact record (rather than contact name)

   We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
   Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even a comment field. But it seems there are very limited fields we can add to the invoice.
   Currently we are using the extra invoice line's description to add the contact's name. But it is time very consuming, as we have to write down something like "Contact Name: *** ***" to make it meaningful.
   Please note a feature previously available in classic invoicing under the 'Attention to' field is not ideal for our situation. As our customers often require the "Attention to" to be "Accounts Payable", and contact person is normally the project manager.

   We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
   Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even… more

   9 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  5 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

10. Xero Me: Allow multiple timesheet entries in one day when using start and end times

    Add the ability to Xero / Xero Me for multiple time sheet entries per day.
    For staff who work across multiple sites having the ability to add multiple time entries per day and either select a client to associate those entries against, or add a note for each time sheet entry would be fantastic.
    Ultimately you would allow up to 6 time entries per day.

    Example

    Monday
    Time Entry1= 8:00 - 11:30am (note= site 1)
    Time Entry2= 12:00 - 3:30pm (note= site 2)
    Time Entry3= 3:30pm - 5:00pm (note = site 3)

    Doing this would improve the functionality and uptake of Xero Me across companies that have staff supporting multiple clients. It will also simplify payroll.

    Cheers

    Add the ability to Xero / Xero Me for multiple time sheet entries per day.
    For staff who work across multiple sites having the ability to add multiple time entries per day and either select a client to associate those entries against, or add a note for each time sheet entry would be fantastic.
    Ultimately you would allow up to 6 time entries per day.

    Example

    Monday
    Time Entry1= 8:00 - 11:30am (note= site 1)
    Time Entry2= 12:00 - 3:30pm (note= site 2)
    Time Entry3= 3:30pm - 5:00pm (note = site 3)

    Doing this would improve the functionality and uptake… more

    6 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    1 comment  ·  Payroll  ·  delete…  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey team, apologies we've not got back to you here sooner. Our product team have implemented a change so you can now enter the start and end times in a timesheet, which enables you to enter time spend in multiple locations.

11. UK Payroll - Timesheets for employees on Annual Salary

    Overtime needs to be recorded on Timesheets and be included in pay runs for employees on a fixed annual salary.

    We've been using Xero for 5+ years. It's brilliant in so many ways, and this basic functionality is missing, or rather, I expect is poorly coded.

    We have a number of employees on a fixed, 5 day per week, annual salary, which is divided by 12 to generate their pay every month. However, it's not uncommon for them to work overtime: additional hours here and there and sometimes whole extra days.

    Currently, the flaw (I really think this is a straightforward bug) in the system is that if we record an employee's overtime hours on a Timesheet, it deletes their basic salary. As Xero can't currently handle such a basic feature, it means keeping a note separately for each employee, outside the Xero system.

    We use PlanDay to record employees hours for part-time employees and full-timer who work overtime. We chose PlanDay and use it, because Xero bought PlanDay and we assumed they would ensure that both apps were coded to work seamlessly together, but they really don't currently.

    So we can neither use Xero, nor PlanDay to record such basic functionality and have to resort to separate spreadsheets and then adding the overtime manually.

    Is it just me, or does anyone else have this issue?

    Thanks,

    Matthew

    Overtime needs to be recorded on Timesheets and be included in pay runs for employees on a fixed annual salary.

    We've been using Xero for 5+ years. It's brilliant in so many ways, and this basic functionality is missing, or rather, I expect is poorly coded.

    We have a number of employees on a fixed, 5 day per week, annual salary, which is divided by 12 to generate their pay every month. However, it's not uncommon for them to work overtime: additional hours here and there and sometimes whole extra days.

    Currently, the flaw (I really think this is a… more

    9 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  Payroll  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

12. Sales Invoices / Bills - Show applied credit in 'Paid' column

    Sales & Purchases Overview Screens
    For invoices which have been (part) cleared by an overpayment or by a credit note Please show a value in the paid column - Never Nil

    6 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

13. QR Code recognition of scanned receipts and invoices in Hubdoc

    For scanned receipts containing a QR code, it would be very useful if the system could automatically read the code and populate it into a "Notes" field or the Invoice Reference field. This would streamline data entry and reduce manual work.

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Sebastian, so just checking you're idea here are you saying you'd like this data to be entered within Reference field of the invoice that's created when you publish a document from Hubdoc to Xero?

14. Invoice Reminders: Ability to select that reminders only go to original recipient/s

    Here's a copy of my note to Xero Support & their response below:

    Hi,
    I prefer to check 'include in emails' for all contacts in an organisation, as the quote & invoice recipient/s often vary & I find it simpler to delete unnecessary recipients from the list on each quote or invoice than to add them. I've only just accidentally realised (after years of use) that invoice reminders go out to every email address in an organisation that is 'included in emails' & not just the email recipient/s of the original invoice - I've been unintentionally sending reminders to multiple recipients who have nothing to do with payment... Very embarassing!

    Other than having to uncheck 'include in emails' for every contact in all of my Contact profiles, bar 'Accounts Payable', or more likely making Accounts Payable the primary contact, is there a way to have the reminders only go out to the original invoice recipient/s?

    Thanks
    Chris

    Hi Chris
    Thanks for getting in touch.

    As you may already be aware, invoice reminders are sent to the primary contact and any additional people who have the Include in emails option ticked in their contact record and it's currently not possible to change this.

    It doesn’t look like this idea has been raised as yet. Xero Product Ideas is where our customers can share and support ideas for change.

    I’ve included a link where you can view and support current ideas or create a new idea to share your thoughts. Please note, you may be asked to login to Xero first.

    Xero Product Ideas: Share and support customer ideas for Xero

    Kind regards

    Awais

    Here's a copy of my note to Xero Support & their response below:

    Hi,
    I prefer to check 'include in emails' for all contacts in an organisation, as the quote & invoice recipient/s often vary & I find it simpler to delete unnecessary recipients from the list on each quote or invoice than to add them. I've only just accidentally realised (after years of use) that invoice reminders go out to every email address in an organisation that is 'included in emails' & not just the email recipient/s of the original invoice - I've been unintentionally sending reminders to multiple… more

    7 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

15. New invoicing - Warning when 'Invoice was unable to be sent'

    Recently half of the emails I thought I had sent were 'unable to be sent'. I had no idea until I became worried why my usually reliable clients had not paid me on time. After looking I saw this message on the 'History' trail.

    My suggestion is that where an error occurs like this there is a significant error message signal e.g. a box comes up or things are highlighted in red and bold.

    Cashflow is the lifeblood of any business and if the system is unable to send an invoice this could have serious ramifications for Xero clients.

    I suggest an urgent fix to this issue that created the problem in the first place and better highlighting of invoices 'not sent' due to system issues so this can be rectified ASAP.

    Thanks for reading

    Recently half of the emails I thought I had sent were 'unable to be sent'. I had no idea until I became worried why my usually reliable clients had not paid me on time. After looking I saw this message on the 'History' trail.

    My suggestion is that where an error occurs like this there is a significant error message signal e.g. a box comes up or things are highlighted in red and bold.

    Cashflow is the lifeblood of any business and if the system is unable to send an invoice this could have serious ramifications for Xero… more

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

16. Unable to add credit note to invoice in new system - it doesn't add name

    Unable to add credit note to an existing invoice in the new system.

    You can choose from the click down box - Create and Apply credit -
    - the next screen is the credit note with all the details from the invoice, But .. it doesn't add the name of the company/person to credit note
    - when you click on approve it can't save it as there is no name.
    - I can't see where you can add the name.

    You have to create a new credit note, and manually transfer the details over from the invoice to the new credit note.

    Xero why have you changed this?? It is so much longer to add the CN now!!! What is going on??

    The classic system, you can

    Unable to add credit note to an existing invoice in the new system.

    You can choose from the click down box - Create and Apply credit -
    - the next screen is the credit note with all the details from the invoice, But .. it doesn't add the name of the company/person to credit note
    - when you click on approve it can't save it as there is no name.
    - I can't see where you can add the name.

    You have to create a new credit note, and manually transfer the details over from the invoice to the new… more

    •  

    •  

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    2 comments  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    This is unusual, Michelle. Thanks for the screenshots. 

    While you could try clearing your browsers cache and cookies as a start, I'd recommend touching base with our team of specialists at Xero Support to dig into this. They have tools that we don't have here in community to be able to get better insight and investigate what's going on here. 

17. Web Content Accessibility Guidelines

    Xero currently fails the Web Content Accessibility Guidelines (WCAG). This means that people with accessibility needs are locked out of being able to use Xero effectively.

    https://www.w3.org/WAI/WCAG21/quickref/

    A quick scroll through shows that Xero fails a number of criteria, such as:
    - 2.1 Keyboard Accessible (for example, on the new bills page, tabbing through the page includes tabbing through the search bar, and when you tab through the date fields this causes today's date to be included as a filter, which cannot be immediately undone using the keyboard without tabbing through to another field)
    - 2.4.7 Focus visible (if you tab through the page, can you see what you've tabbed to? Xero fails on the invoices page)
    - 1.4.12 Text spacing (I'd really like to reduce the spacing between columns in tables, to increase the readability, but I can't figure out how. Compact view helps with the distance between lines, but not enough, and I can't figure out how to change that)
    - 1.4.8 Visual presentation (the ability to switch between compact and regular view is not available on all pages)

    I can't say that the WCAG cover all situations, and there's certainly a bunch of best practices with regards to presentation that aren't specified in the Guidelines, but they are the bare minimum to ensure Xero is not in breach of the Disability Discrimination Act and to ensure that people like me can use the product they're paying for.

    https://humanrights.gov.au/our-work/disability-rights/world-wide-web-access-disability-discrimination-act-advisory-notes-ver

    Xero currently fails the Web Content Accessibility Guidelines (WCAG). This means that people with accessibility needs are locked out of being able to use Xero effectively.

    https://www.w3.org/WAI/WCAG21/quickref/

    A quick scroll through shows that Xero fails a number of criteria, such as:
    - 2.1 Keyboard Accessible (for example, on the new bills page, tabbing through the page includes tabbing through the search bar, and when you tab through the date fields this causes today's date to be included as a filter, which cannot be immediately undone using the keyboard without tabbing through to another field)
    - 2.4.7 Focus visible (if you… more

    4 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  Subscription & support  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

18. Email to Bill - Auto attach copy of source email as a file when creating bill

    When a client emails bills into Xero files, they often include a note saying APPROVED or POST TO DIRECT COSTS and even- PLEASE PAY TOMORROW. At the moment I have to open the email, take a copy, email it back into Xero files and then attach that to the bill along with the original bill. Can a copy of the email be automatically attached to the bill when it is processed from files? It would save a lot of time.

    6 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  2 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

19. Credit Note - Option to 'Approve and email'

    Currently when you create and apply a credit note to a sales invoice, as soon as you hit approve it'll take you back to the invoice, so I then have to click back into the credit note.
    I'd like to have a dropdown option to approve & email the credit note to the customer if possible.

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

20. Report templates - Annual accounts templates up to do date and in line with legislation

    The Trust - Annual Accounts Xero SPFR template for trusts > Notes to the Financial Statements > 1. Reporting Entity states "Legal or Trading Name is a trust established by a trust deed dated [insert field: trust deed date], and subject to the Trustees Act 1956." this is incorrect as the Trusts Act 2019 passed on 30 July 2019 has replaced the Trustee Act 1956. Xero have advised "While the team is aware the templates may need updating given current focus being on the expiration of old reports they do not have the capacity to give it a priority at this time.
    For now you will need to update the templates manually." So just a heads up to other accounting firms on this issue.

    The Trust - Annual Accounts Xero SPFR template for trusts > Notes to the Financial Statements > 1. Reporting Entity states "Legal or Trading Name is a trust established by a trust deed dated [insert field: trust deed date], and subject to the Trustees Act 1956." this is incorrect as the Trusts Act 2019 passed on 30 July 2019 has replaced the Trustee Act 1956. Xero have advised "While the team is aware the templates may need updating given current focus being on the expiration of old reports they do not have the capacity to give it a priority at… more

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, templates have now been updated to refer to the new legislation. Thanks for your contribution and sharing in product ideas, here.