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2161 results found
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Aged Payables Report - Group by Planned Date
Allow the Aged Payables Report to be grouped by the Planned Date.
1 voteHi Alison, while there's no direct option to group by Planned date in the Aged Payables Detail report atm, if you change Group to None, once run you can click the Planned Date column header within the report to re-order by this field and it'll group all payable invoices by Planned Date.
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Sales invoice - Adding lines to invoices
When invoicing it should automatically add more lines as required rather than having to manually add extra lines.
2 votesHi there 👋, like mentioned (Thanks Freya) when using new invoicing and you enter any data in the current line a new line will automatically be added below so you don't need to manually add new lines 🙂
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New invoicing - Don't allow Invoice Only Draft Only user to select Create new item
When I am logged-in to Xero as a user with "Invoice only" and "only create drafts" permissions, it is my understanding that this user should not be able to create new invoice items or see menu options for creating new items. However, it appears this user can see this menu option when adding a line item to an invoice and attempt to create a new item, leading to an ambiguous error message.
Expected Behavior:
User with "Invoice only" and "only create drafts" permissions does not see and cannot select any menu options for creating a new item that can be…5 votes -
Billable Expenses - Add Project Billable Expenses to Draft Invoices
Please implement a feature allowing users to add billable expenses assigned to Projects directly to an existing draft invoice.
Currently, users can only add billable expenses directly to a draft invoice if the expense is assigned to a Customer. When expenses are assigned to a Project, they can only be invoiced through Projects. This causes issues when an expense assigned to a Project is has been missed, and needs to be added to the draft invoice. The current workaround requires deleting the draft invoice and starting the invoicing process again, which is time-consuming and inefficient.
13 votes -
New Invoicing - 0.00 values appearing in the invoice summary on invoice emails which should not appear
There is system wide error in the back-end template that you use to generate invoice emails. Please refer screen captures attached. You will see that I have two lines in my Invoice 005614 that are text descriptions of services only so are effectively subheadings and have no account code and no "value". They appear correctly in the PDF invoice with a blank in the "Amount NZD" column but they appear incorrectly with a value of "0.00" on the email the customer receives. I'm annoyed at myself that I have never noticed and reported this bug before because it looks these…
5 votes -
Invoicing - Return to the Awaiting Payment screen after adding a customer payment
Previously when making a payment once you added the payment it took you back to the awaiting payment screen (where it showed the name just paid and give you the option to send a receipt) now it takes you to the paid screen. This is a real pain when you are doing eft receipts for multiple clients.
12 votesHi everyone, completely understand the logic and why you'd want to be returned to this screen once applying a payment. Our team have released an update so you'll now find you're taken to the Awaiting Payments list once a payment is applied to an invoice in new invoicing. Thanks for all sharing with us, here.
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Find and Recode - Option to bulk change Due Dates
It would be great if we could do a bulk recode of due dates for invoices. EG, all May invoices for a particular supplier can be recoded so the due date shows 30 June.
5 votes -
Invoicing - Move multiple rows at a time
Move multiply rows in invoice template and insert multiple rows in invoice template
2 votesWhile we don't have any work planned for being able to move multiple lines at a time, I've slightly adjusted the title of the idea here for this specifically, and we'll continue to track the interest for adding multiple lines at once from this idea.
If there are any plans made we'll share update on each idea respectively. Thanks
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Bills - Add Planned Date from "All" Tab Bills View
Ability to add a planned payment date to a bill from the "All" tab in. It is very frustrating that if you are in the all tab in the bills to pay section and you want to add a planned date to a bill, you then have to navigate to the awaiting payment tab and then search again for the bills you want to add a planned date to.
Further, there is actually no need for an awaiting payment tab. We should be able to filter on the All tab for the view of bills we want to see.
2 votes -
preview invoice
In the old invoicing you can preview the invoice without downloading a PDF. I would like to view them again in the new invoicing without having to download a PDF.
1 voteThis is already possible, and you're even able to preview an invoice without using your mouse now with keyboard shortcuts! If you type Alt-Shift-V(Opt-Sift-V on a Mac)
Otherwise, you'll see this option next to Save within new invoicing view.
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UK Payroll - Option to view leavers in History by leaving date
After the recent Xero upgrade, the ability to view leave dates disappeared from the employees' History. Instead, a column titled "Next pay day" was added, which does not seem useful because the employees have left the company.
18 votes -
Reporting - Report on the Quotes converted to Invoices
To have a report which shows the conversion date of a quote to sales invoice, i.e. showing the conversion date, quote number and sales invoice number.
2 votes -
UK Payroll - Employee Details export in bulk with correct date format
Purpose: to be able to move payroll from one Xero company to another quickly and without errors.
When exporting employee details from payroll in order to bulk upload them onto another company's payroll, it is not possible to do a bulk export. You have to instead individually download each employee. This is fine if there are only 10-20 employees, but any bigger and you are opening yourself up to missing employees and making mistakes. Any other exports currently available do not give all the information needed to then import directly into a new payroll.
Perhaps the main frustration, however, is…
9 votes -
Bills - Bulk add Due Date when creating bills from Purchase Orders
Draft Bills - BULK add Due date when bulk approving.
- need to use when creating RCTI's from purchase orders. We have the option to bulk move from Purchase order to Draft Bill, but then must open each one individually to apply the due date so that they can then be approved.Another alternative is to add a 'due date' field on the screen when choosing to transfer the Purchase Orders to the Draft Bill page
2 votes -
AU Payroll - Extend 90 day limit for payment date
Xero Payroll restricts the payment date to no more than 90 days after the end of the payroll period. This isn't a legal or taxation limitation, but does restrict the occassions where clients are paying payroll in less regular intervals (such as paying their entire salary annually).
3 votesHi team, while we appreciate the request here,considering compliance requirements for payroll in AU we want to be upfront that we don't have plans for changing the ability to set the payment date beyond 90 days.
For any employees that you may pay on an annual salary basis, we'd recommend setting the payment date 90 days before the employee's annual pay date.
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Invoicing - DOCX merge field for Payment Currency on Paid invoices
When I send a paid invoice pdf to a customer I would like it to show the original currency and also the currency they paid in. I'd also like it to show the exchange rate of the payment, rather than the Xero calculated currency. At the moment this field isn't available in the docx merge fields.
3 votes -
Invoice - Decimal format
Invoices Australia
An update in the last few months bought inconsistency into the invoicing format in terms of the decimal points on the unit pricing. It would be good to be able to define this - to two, three, four decimal points so that there is consistency on the invoices rather than some units at two and some at four decimal points.5 votes -
Organisation Settings - Set default date format to DDMMYYYY for South African orgs
The date format for South Africa is incorrect. We use a day month year format, not the American month day year format. Surely Xero can change this so its adaptable for each country and preference? Its not asking a lot of work to have that additional option. But can cause a huge issue when its not what we work with.
5 votes -
Sales Invoice - Bulk Download of PDFs in separate files
Bulk download of invoice PDF files (not export csv)
Currently after doing a search, what I understand the current process is:
- Going under Paid / Unpaid tab under Invoices
- Checkbox all and select print
- But this clumps ALL the invoices into a single PDF file instead of one file per invoice number
- Using an online tool to split the invoices. If your invoice is more than 1 page long, you'll need to manually merge them back.
- Alternatively, manually clicking each invoice link, hitting the Print PDF button. Going back and repeat every invoice.What I…
21 votesThanks for stepping out the process for others here, Vicky. You're correct in the way this currently works.
It'd help when sharing back with the team if you could share more detail of why you'd like the ability to export in bulk but create individual files. What would this help your business do?
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Budget Variance Consolidated Report - Option to customise date range
Budget Variance Report for 12 months.
Currently the budget variance report is restricted within a selected date range. If we are able to customize the budget variance for the below two options:
Option 1: If there is an option to run the variance report for previous financial year for the 12 individual month with the actual and budget variance.
Option 2: For current Financial Year, if there is an option to customize the monthly actual and budget variance report including the budget for the reminder of 11 months.
Saby
4 votes
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