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Quote - Button to Accept from email received
Create a accept quote button/link within the quote email template so clients can hit the button within their email client to accept quotes instead of having to view it online or missing it within the attached PDF quote.
12 votes -
Projects - Create a report that includes a breakdown of suppliers invoices
Looking for a report under a project where I can have a breakdown of all invoices with dates and gross total paid for a specific supplier - I've been told this is not available and yet all the information is in the system but no report available
1 vote -
Reports - Projects: Show bills/expenses in a Report on a Cash Basis
The option to show bills/expense in a Report on a Cash Basis. So show paid bills only not all bills,
as per the Detailed Transaction Report if Xero. We need this option to show current expenses per project. The Detailed Transaction Report only shows this if you assign a Project through Tracking.1 vote -
Invoices - Add billable expenses to invoices to part-paid invoices
I would like a feature added so that we can add a billable expense to an Invoice even though a payment has been made by customer. It is crazy that you have to delete a deposit from a client so that you can then add a billable expense to the invoice for tracking. Customers pay a deposit then goods are ordered for their job.
18 votes -
Sales Invoice | Advanced template - Merge field to show applied credit
Having recently started using advanced templates for our invoices, I've discovered that credits applied to invoices don't show separately and instead get added with payments, thus showing as net payments. I believe the credits field is only available for use on advanced statement templates so can the credits field be made available for adcvanced invoice templates please?
That would then give us the ability to display the total amount credited on an invoice and the total paid towards it on separate lines.
Thanks in advance
7 votes -
Contact | List - View 'new' contact and contact group allocation
Currently there is very limited information on the contacts main page. All it has is the name and if they owe or we owe. It would be so useful to see if they are allocated to a Contact Group and what date they were added, and perhaps the last transaction (so we can quickly bulk archive contacts that have not been used for a while). This would make contact management so much easier, as currently we need to click into each contact one-by-one which is just not feasalbe, therefore resulting in a contact system which is very unorganised.
33 votes -
Statement - Generate customer statement balance report with multiple currencies that can be exported to Excel
Hi, I'm wondering if there is a method to generate a customer statement balance report with multiple currencies (including a contact filter) and export it in Excel spreadsheet.
I've attempted a few approaches previously:
Using the path: 1) Business->Invoice -> Send statements. However, this only displays the source currency and doesn't offer an Excel export option.2) Accounting -> Report -> Account transactions
While this displays transactions in multiple currencies, it doesn't provide the option to show the balance brought forward from the previous month.3) Accounting -> Report -> Customer Invoice Activity Unfortunately, this report only shows the functional currency and doesn't allow generation in the source currency either.
Is there an alternative method or solution to achieve this?
Hi, I'm wondering if there is a method to generate a customer statement balance report with multiple currencies (including a contact filter) and export it in Excel spreadsheet.
I've attempted a few approaches previously:
Using the path: 1) Business->Invoice -> Send statements. However, this only displays the source currency and doesn't offer an Excel export option.2) Accounting -> Report -> Account transactions
While this displays transactions in multiple currencies, it doesn't provide the option to show the balance brought forward from the previous month.3) Accounting -> Report -> Customer Invoice Activity Unfortunately, this report only shows the functional…
1 vote -
User Role: Invoice Only - Ability to add tick box options for setting up a new invoice only user
We need to give a user the 'Invoice only (sales)' permissions but do not want them to view invoices created by other users or ANY sales figures such as 'total awaiting payment' or 'total overdue'.
It would be incredibly useful to have tick box options for main permissions when setting up a new Invoice Only user. These permissions should include:
- View sales totals
- Approve invoices
- View invoices created by other users
- View Invoices awaiting payment tab33 votes -
UK Payroll Reports - Option to export to Excel
P11 PAYE & P11 NIC annual reports, need to have an option to export as Excel, instead of auto downloading as a webpage.
My auditor requested these in Excel format and there was not an option for this, it would make it much easier if these type of reports could have download options, so you could export to excel.
This will also allow usage for tracking and internal auditing.
Yes, you could copy all and paste into excel, but this isn't always reliable as sometimes it will paste it all in to one cell, (which is a pain to fix) you cant be sure you haven't lost any data without comparing both reports, this is time-consuming.Download/export options for all reports would be a great help.
P11 PAYE & P11 NIC annual reports, need to have an option to export as Excel, instead of auto downloading as a webpage.
My auditor requested these in Excel format and there was not an option for this, it would make it much easier if these type of reports could have download options, so you could export to excel.
This will also allow usage for tracking and internal auditing.
Yes, you could copy all and paste into excel, but this isn't always reliable as sometimes it will paste it all in to one cell,…3 votesHey Sam, thanks for sharing this idea.
As you’ve found, it’s not possible to export the P11 reports in excel format. Totally understand that copying and pasting details from the .html file is a time-consuming process!
Just curious if there’s specific information required in the P11 reports that’s unavailable in our other reports?
You can find much of the same information in the ‘Gross to Net’ and ‘Payroll Activity Detail / Summary’ reports, and they do support saving as an excel file.
Let me know if that solves this one for you, and we’ll switch this one to delivered 😊
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Find & Recode - Ability to bulk update exchange rate of multiple transactions
Batch change exchange rate
Currently, once a receipt has been entered the only way to change the exchange rate is to go into each individual transaction and edit transaction->change the exchange rate. I have a situation where i have hundreds of transactions that have been allocated the XE.com rate, but i would like those transaction to have the user defined rate. Also in receipts entered using the iOS app will use the XE.com rate even if there is a user defined rate set in settings.
I would like a feature like "find and recode" so i can filter for all transaction in a date range using XE.com rate and replace it with the user defined rate. Those exact options are available in a drop down box within each transaction... can this be done?Batch change exchange rate
Currently, once a receipt has been entered the only way to change the exchange rate is to go into each individual transaction and edit transaction->change the exchange rate. I have a situation where i have hundreds of transactions that have been allocated the XE.com rate, but i would like those transaction to have the user defined rate. Also in receipts entered using the iOS app will use the XE.com rate even if there is a user defined rate set in settings.
I would like a feature like "find and recode" so i can filter for all…12 votes -
Report - Net Functional Column should add up on Account transaction report
The Net functional (for us GBP) column in the Account Transaction Report does not function correctly if we are considering the full GL.
Whether it shows a Debit or Credit as plus or minus depends on the type of account.
For example, an accrual Jnl posts Debit Expense/Credit Liabilities but both show as Positive in the Net column.We run the full GL to conduct our analysis and we re-calculate this column every time.
Then we can confirm that the list balances as the total of the double-entries should be nil.Is the current presentation of any use to anyone?
Does everyone else perform the same recalculation?The Net functional (for us GBP) column in the Account Transaction Report does not function correctly if we are considering the full GL.
Whether it shows a Debit or Credit as plus or minus depends on the type of account.
For example, an accrual Jnl posts Debit Expense/Credit Liabilities but both show as Positive in the Net column.We run the full GL to conduct our analysis and we re-calculate this column every time.
Then we can confirm that the list balances as the total of the double-entries should be nil.Is the current presentation of any use to anyone?…
4 votes -
Cash Coding - Copy and paste data across multiple rows or columns
In Xero Cash Coding or Transaction coding interface, provide a feature to allow pasting of data (copied for spreadsheet multiple row and columns) into Xero entry tables.
3 votes -
Contacts | Purchase orders - Ability to block for a supplier
Ability : To have a function within contact to block raising purchase orders to an individual supplier.
Purpose: To ensure no future orders are placed with suppliers, who we may have had issues with previously. Easier to have a function that would automatically flag this, as opposed to placing note within contact and relying on all to find this information.
3 votes -
Project detail report - Include Supplier invoices name and invoice reference
I would like to include the supplier invoices name and invoice reference on the on the project detail report rather than just the Expense name. Is there any way i can do this?
6 votes -
Sales Invoice - Update item price when converting quote to invoice
The ability for Xero to automatically update pricing or changes that were made to items in products and services, when a quote is converted to an invoice.
Or to at least get a notification that changes were made to the items in the quote when it is converted to an invoice.
8 votes -
Sales Invoices - Archive Paid Invoices when contact archived
When you look at the PAID invoices it shows years of invoices and would be nice if you could archive previous years. If a person is no longer affiliated with your company and they had previous invoices they cannot be archived but the person can be archived.
8 votes -
Invoicing - Ability to select payment details, without needing separate templates
I have a lot different invoice currency which the customer should paying into respective bank account according to invoice currency. However, the invoice template now is having single standard terms which i have to list down all bank accounts in the invoice. There is also limit for creating custom invoice template but it is also not an good idea to create different template just to follow the bank account currency.
Hope that Xero can create the filter for user to select the terms that match the criteria. Thank you.
1 vote -
Invoices/Bills - Sorting Invoice number to be sequential
Invoice numbers to be sorted in sequential order so when you get past 9999 the invoices going to 10000 upwards don't then end up at the bottom of the list and out of order.
32 votes -
Contacts - Select more than 2 years in smart lists.
We need to be able to select more than 2 years in smart lists.
3 votes -
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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