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2287 results found
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Manual Journal page - TAB after date should go to auto reverse date
Come on Xero, this should be the flow already, the tab position after entering the date should go to the reversing date, we accountants enter a lot of manual journals that are reversed and it is a pain in the **** to have to mouse click on the auto reverse date to be able to enter the date...
This is a easy fix, this is just the tab index in the page...
3 votesThanks for sharing this great idea, Leandro. We can see how changing the keyboard tab order on the Manual Journal screen would make entering reversing journals more efficient.
We've moved your idea to the 'Gaining Support' stage. This means it's now visible to the wider Xero community, who can vote and add comments to show their support. This collective feedback is a key way our product team gauges demand for new features.
While your idea is gaining support, we wanted to share a couple of other related ideas that you and other supporters might be interested in:
- There's an existing idea to have the reversing journal automatically update when the original journal is edited. You can find it here: Manual Journals - Editing journal with auto-reversal to update related journal/s
- For a potential workaround in the meantime, some users explore third-party browser extensions which can offer more customised keyboard navigation.…
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Reporting - Run Income and Expenses by Customer report by Due Date
I need to be able to run the "Income and Expenses by Contact" by Due Date rather than by Invoice Date, i.e. I would like to be able to select a date range and then there could be a drop down selection indicating whether these dates are Invoice Dates or Due Dates.
We are a SaaS company with monthly subscription invoices, and what I am trying to achieve by running the report by Due Date is to report by the usage month which the invoice relates to.
E.g. an invoice for August's usage would be auto…
1 vote -
Account Transactions report - Move selected date range a period forward or back
When in account transactions (or any report where you can select a date range) have a button to move that date range one month forwards or one month back.
For example if you have the date range selected as 01.08.2022-31.08.2022 have a backwards button that would change this automatically to 01.07.2022- 31.07.2022 or a forwards button that would change this to 01.09.2022-30.09.2022 without having to go in and manually change the date to every month.
This would be very helpful when doing detailed reconciliations on a monthly basis so you can move between the months much quicker. I know you…
22 votesHi everyone, we appreciate interest in a setting within the Account transactions report that would allow you to move forward a period or back a period from what's currently set.
In openness, this isn't something we have any plans for developing in the near term but we will continue to track the community interest of here.
While not exactly what's being asked in this idea I did want to highlight the Common date selections that are available within the report atm with the ability to easily select 'This month' or 'Last month'.
If there is any news of improvements for dates that'd accommodate what you're after here, we'll update you all.
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Projects: Reporting - Show transaction detail amounts based on the transactions date
Ability to filter and view results in the Project Reports by date on the transaction, rather than the date it was entered in Xero
Purpose: Understand total costs assigned to a project/all projects at a certain point in time.
19 votesHi everyone, thanks for voting on this idea! The new reports mean that you can now report by the transaction's date 🎉
Here's more information on how reporting dates work in the Project Details report
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Sales: Invoicing - Include QR code for quick entry
Add custom QR code to invoices sent from Xero
Purpose: Ease of entry - to scan and upload to your Xero org for auto creation of bills.
31 votesHi everyone, we appreciate the interest for being able to add QR codes to invoices.
While this is something we started looking into this is not something we're developing.
To set the right expectation I'll shift this status to submitted and we can continue to track the interest here.
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E-invoice - New e-invoice notification
e-invoicing notification
It would be great if we could get some kind of notification when an e-invoice was received into draft. Without going into our process, not knowing when a e-invoice was received will cause delays in processing as well as paying it.
39 votes -
Invoicing - Reduce steps from Reference to Item field
Re: New Invoicing - Reduce Number of steps and clicks (The original thread has had comments turned off, so I can't comment that it has made more steps, not less...)
What has happened here...it is now taking eight tab clicks to get from Reference Number to the first box to input the item code...last week it was six...so the number of click has increased, not decreased.
Also, when inputting an item code, I have multiple codes that have the same base code with different suffixes...is there are way to just get it to the shaded part that you select the…
5 votesThanks for taking your time to start a new idea with the specific flow you'd like to reduce steps in, Lynette. Just to check it sounds like you may be tabbing from the Reference field to the Item code field - Would this be correct?
Being upfront this isn't something we have further changes planned for in the near term but it'll be good to gauge the interest from community around this, here.🙂
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Short cut for payment date to be equal to transaction date
Short cut for payment date to be equal to transaction date.
For example, you have entered a bill say 20/3/2023. The client has also paid it on the day. Rather than entering 20/3/2023, would be great to just enter say "s" in the date field and uses the transaction date for the payment date.
2 votesJumping the gun in my last update - sorry Marco. While Xero's date entry shortcuts can be helpful for the due date these don't quite extend to the Paid date field atm.
We'll get a sense of interest here and update if there's any plans made. 🙂
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New Invoice - Cursor Default Position
In the old Invoicing, when creating a new invoice the cursor would default to contact field so as soon as the screen opened you could start typing to bring up the contact. With the new Invoicing you have to click on the screen in the desired field to be able to type anything.
Please fix this, it is extremely frustrating.
21 votesWe're grateful to everyone who participated in the discussion and provided valuable feedback regarding the cursor positioning. I'm pleased to announce that we have released a change, and upon opening your next invoice, the cursor will now default to the Contact field. Thanks again for your contributions.
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Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
Can there be a system setting which controls the default option on Invoices for the Approve button.
It is currently Approve & Email and we would like to have the default as just Approve.If it was a system setting companies could chose best option for them.
419 votesHi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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UK Payroll - Set the date for when payslips are available
It would be useful if payslips could be scheduled to be posted to Xero Me on a date after the payroll is run. Eg you may run the payroll mid-month but want employees to be able to see their payslips on the date the payment is made at the end of the month.
14 votes -
Invoicing | Payment - Show invoice details by default
Ever since Xero updated the online view to hide invoice info, I get one or two clients a month asking me what they're being billed for.
Of course all they have to is click for details, but users are funny that way... they're not seeing it, and there's really no good reason to have this info hidden. I wish there were at least a setting to show them as expanded/visible by default, or even just have the first bit revealed so people would notice that they can click to expand.
As it stands I have people who think…
2 votes -
Invoicing - Choose which columns to show on the Invoices screens
It would be great to be able to choose which headings are visible on the default invoices view. There are some customisable reports which allow you to run a report with your preferred view. But for others such as repeating invoices there are no options.
Our company has different teams, so for these it would be good to customise the column headers, to show the contact groups the client belongs to. This would allow us to forecast what upcoming invoices are due for each team, so that they can allocate resources accordingly.
Ideally the following would be helpful
1) the…19 votes -
Quotes - Convert to a deposit invoice and remaining amount invoice
Ability to convert quotes into invoice & the remaining amount of invoices.
Purpose: Because it helps users invoicing workflow as they often have to keep a separate record of deposits sent / paid and manually calculate the remaining amount to invoice on completion of a project
50 votes -
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…9 votes -
Invoicing - Remove credit card logos from invoice PDF
For businesses that only leverage ACH bank transfers as a form of payment, allow users the ability to remove all credit card logos from the invoice. It's not currently possible to remove the Visa and Mastercard logos from your invoices, when using Stripe as a payment service.
10 votes -
New invoicing - When sending show organisation's trading name at top of invoice
The email template has changed which accompanies the invoice to the customer. We have a legal name plus a trading as name which people know us by. Currently the legal name is showing up boldly at the top of the email which it didn't before. We would like the trading name to be in this place so as not to cause confusion to our customers, or have the ability to remove it entirely as it has the logo there displaying the correct name.
209 votesHi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
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Invoicing | Contact Group - Add attachments when sending invoices
Provide functionality in Xero to add attachments to a group invoice.
Annually when we issue membership
subscriptions there are a number of attachments that need to be included with the invoice, this is currently a manual process. Adding the sane attachments to over 80 invoices is time consuming and tedious.Given Xero has this functionality already, it should be expanded to include the functionality of adding attachments when creating an invoice o a contact group.
9 votesAppreciate your feedback here, everyone. While we've recently released contact group invoicing with new invoicing, the ability to attach and send an attachment has not changed for the time being.
Contact Group invoicing will only create draft invoices for the contacts within that group, so you'll need to attach any documents to the individual invoices that are created and select to include these with the invoice when sending.
We'll continue to review this idea as a future enhancement, and I'll let you know if there are any changes planned, here.
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Quotes - Option to update date when quote is revised
Ability to update the date of quote when it’s revised. So the date doesn’t automatically changed by the system.
Purpose: To save users time from changing the date when it’s automatically changed by the system.
8 votes -
New Invoicing - Update total line amount when unit price is deleted
at the moment in the new invoicing system, if a price is deleted from a line and not replaced with 0.00 it is not automatically zero'd out so the the line total remains what it was before the price was removed. should automatically update as soon as the number is removed.
3 votes
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