723 results found
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Income by Contact - Show Total Contacts
On the Income by Contact Report, it would be helpful to have a total of the customers so we do not have to add them manually. At the moment there is only a total of their spend.
3 votesHi Caryn 👋, though not in the report itself you'll find the fixed bar at the bottom of the page will give a total items for the report. 😉
See my pic of what this looks like - Hopefully this helps from those manual calculations!
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See Double Entry
To be able to view the double entry journal for each and every transaction
2 votesHi Carla, you can run the Journal report to view the impacts of each entry. 🙂
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Invoices: Show discount amount in larger font
I think it's very important that the Discount amount by the subtotal should be in big letters not so small in brackets, I think everyone wants the customer should see in the first second that he saved £1000 with discounts...
2 votesHi Kive, you can make use of advanced branding and edit the docx template to change the font size of specific fields that are shown on your invoices.
See more on advanced template here in Xero Central, if you need some help or questions about adapting the templates there are a discussions where others are generally happy to offer help in community.
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Reference On Statements
When downloading or sending statement to Client be able to Edit what can be seen - ie the Reference column isn't big enough to show a large PO number or reference.
2 votesHi Mandy, it's possible to show the full reference by using an advanced template and replacing 'Reference' merge field with 'LongReference' - see more on fields that can be included here
We also have some users that mare great at giving help on advanced templates - welcome to join the discussion here
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UK Invoicing: Support for eInvoicing
E-Invoicing implemented into the UK/EU version of Xero.
This would help invoice our customers in other countries.1 voteHey Laura, thanks for sharing this idea!
Earlier this month we begun the roll out of eInvoicing in the UK, starting with receiving eInvoices.
You can read more about that in our blog We’re introducing eInvoicing to Xero in the UK.
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Bills - Bulk assign lines to a Project or customer
It would be good to assign multiple rows of expenses to a customer and/or a project at once. The use case is I travel to a client site for a week and have multiple expenses, hotel, travel, subsistence etc to re bill in one hit. At the moment I have to go through multiple steps for each line of expense to assign to a customer and it takes a very long time.
2 votesHi Matthew and Michelle 👋 thanks for engaging in community here. It's actually already possible to assign multiple lines of a Bill to Project in Xero.
From within the Bill or Spend money, once you've added your lines, just click the 'Assign expenses to a customer or project' this'll open a modal from which you can select all and pick the Project or Customer you'd like to assign all lines too.
We also have another idea for assigning multiple bills to a Project at once that you may be interested in supporting across here. 🙂
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Bill Screen - Simpler preview of attachments
Preview PDF on Bill Screen. Currently viewing a PDF has to many clicks
Have to click the files icon 1
then click the file name i want to download
then click in my browser to open the downloaded fileCan we not just have it preview the PDF in the browser, if there is only one file attached a preview button without having to drop down first would also be good. So you can view the attached invoice in one click instead of three.
8 votesThanks for all contributing to the idea here! With our new Bills quick view feature, previewing your files has been become much simpler.
From the list view you'll be able to see the # of files uploaded to a bill, and by clicking on the file icon you can get a quick side by side preview (without having to leave the list view).
You'll also find you can use the arrows in the bottom right corner to switch from one file to the next where you've uploaded multiple. 😉
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Contacts (UK) - Add a tax number with a VAT country of 'None'
This is a basic need. In the past, it was possible to set VAT country as NONE to add the tax number, now in the new UI is not possible, since the UI requires selecting a country. Please fix that as soon as possible, since we need to add the tax number on the invoice to non-EU countries!!!
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Balance Sheet Report - Title showing as "CASH BASIS"
Balance Sheet Report Title is always "CASH BASIS"
At the top left of the report it always says "Balance Sheet - Cash Basis" even when you choose Accrual. And when the file is downloaded, it always says Cash even if the report is Accrual. Note that in the actual report, it DOES indicate correctly whether it is accrual or cash.
1 voteGreat to hear, and thanks for returning to confirm resolved for you, Ann 😁
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Account Transactions Report - Show Reference for Transfer transactions
The new Account Transaction report doesn't show the reference from Transfers which the old report did. There is a reference column in the new reports but it is blank for transfers - can it be updated to show this?
3 votesHi everyone, returning to the idea here we're going to move this to delivered. When using Transfer and you've included a reference this'll appear when running the Account Transactions report in Xero. Check out our earlier status update for an image of what this looks like.
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Sales invoice - Auto fill sales person
Option to Auto Fill Account, Tax Rate, Sales person for all rows. It gets quite time consuming to manually add for each line (even if it is a button at the top of the fields allowing auto fill of all, that would greatly help)
1 voteHi, Neilson, as noted in my last update, it sounds like Tracking is the most appropriate feature for auto filling your sales person in an invoice. You can add defaults for contacts that'll automatically populate the tracking column as you enter lines within an invoice for that contact.
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Invoices: Ability to add or minus a bulk amount on an invoice
The ability to add or minus a bulk amount on a invoice(not just a discount)
PercentageWould be great so can add fuel levy in or minus a amount off the total of invoice
That you need ect.3 votesHi all, as previously shared this is possible by adding a new line to your invoice. You can add both positive or negative lines to the invoice to change the total amount.
Alternatively rather than a line in itself you could use new invoicing to discount each line by a total amount.
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Invoice - Send / Issue Invoices directly to Whatsapp
Send / Issue Invoices directly to Whatsapp: Clients of our would love the function to be able to send invoices directly to a Whatsapp account/number from Xero (similar to the "Email" button on invoices). Client contact numbers are already listed on Xero Contacts. Even if this was only added to the Xero mobile app, we think this would be a huge benefit for many businesses.
5 votesHi all, I'm pleased to let you know it's possible to share via WhatsApp. If you're using the mobile app, on the invoice you'd like to send, use the menu in the top right for more options and select Share... Your mobile will come up with options for sharing and if you have WhatsApp installed you can send it to your WhatsApp contacts.
If you're using the web version, on the invoice you'd like to send, use the menu in the top right for more options and select Get link. From here you can copy the link and use WhatsApp Web to compose your message and paste the link to the invoice.
Hope this helps!
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Automatically mark quotes as invoiced
The ability to automatically mark accepted quotes as invoiced when the invoice has been raised. this would help highlight outstanding accepted quotes and therefore outstanding workload.
1 voteThis may depend on your current workflow, Steve. You do currently get an option when creating an invoice from an existing quote to 'mark as invoiced' - see more on this here
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add product code to purchase order template
I would like a template for a purchase order to personalise it to the needs of our company, as you can with an invoice.
1 voteThanks, Geoff. 🙂
Dianne, you'll be able to open and adjust the Purchase Orders template when using advanced branding - Here's a list of the includable fields for each template
Item code is included in the Purchase order template by default.
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Purchase order | Copy to - Navigate to list of bills
When you make invoice from Purchase order through "Copy to" function, invoice(bill) made and showed the windows with only bills which made from the Purchase order seconds ago.
However recently Xero changed their look and it has changed to nothing.
Once you did the same follow-through, it only shows up the purchase order overview of the list you made from purchase order and you have to select Bill section again which shows all the bills not only you just made from the purchase order but also other existing bills. What a wasting time.
It is not an improvement, rather going…1 voteHi Soonam, as an update to the new Bills view you'll find you can now set a 'Default bill page' so each time you navigate to the bills area you should be taken straight to the page you've set as the default. 🙂
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Reports - Show headers on each page of report
It would be great if when you download a report into PDF that the headings for each column are on each page like the sticky headings. If you have a multiple page report and you only get the headers on the first page you have to keep scrolling back to the top to remember which column is which.
4 votesHi Ann, as you may have found with Xero's new reports, now when you export a report to PDF if you have multiple pages column headers will be shown at the top of each page.
Sorry it's taken a little to round back on this here and thanks for sharing your idea in community here.
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Inventory - Edit from the list view
I would like to make a suggestion (for XERO improvements). on the inventory page, where it is listed, where there are 3 dots on the right (currently only archive or delete), can EDIT not be added there, rather than first clicking on it, and then searching the edit button on the top of the next screen
3 votesThis now now available, Mieke! 🎉 From your list of Products and services you'll find the option to Edit from the 3 dots to the right of the item. Thanks for sharing with us on this, here. 😁
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Payroll UK: Import annual leave from planday to xero
The ability to import annual leave from Planday to Xero so you are not creating it twice on both platforms.
1 voteHi Chris, thanks for your idea here. Understand you may have completed the process yourself by now, but incase you have other orgs you're looking to set up and for others that may be looking for the same - We've released new Switching Wizard in Payroll for the UK.
This'll make it easier to transition from your current payroll provider to Xero Payroll, reducing errors and saving you time.
As part of the experience, you'll be able to import a Full Payment Summary(FPS) from your current software provider to Xero Payroll. You can get more understanding of how this works on our website and through our short video.
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Quote Register
Quote Register. Good to have the ability to progressively bill a quote.
Either through the sales screen or a report to see the progress of a quote that has been invoiced as most clients bill a deposit and then a final bill once job completed.
It would be good doe say a window like the invoicing screen to be able to add quote amount and be able top compare that to an invoiced amount so you know the status or every quote.
8 votesHi all, we've released updates to the Receivable Summary and Detail so you can now include Quotes as a Source in these reports.
You'll also find that our team have created two quick view options on the left side panel where you can switch to view all quotes , or just outstanding quotes easily all together.
With these additions, you'll be able to get in and add filters to create the view you're after. Once set up Save as to make it nice and handy. 🙂
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