4692 results found
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Find and Recode - Option to change invoices/bills back to draft
Is it be possible to add a section to 'find and recode' where you change status from approved back to draft? It would really help if hubdoc imports a number of documents incorrectly - tthen the fix can be done on bulk transactions
2 votes -
New Invoicing - Autosave in edit mode
New Invoicing Autosave function - Does not work in Edit Mode
When you create a new invoice the autosave function is there.
However, if you approve an invoice and then try to edit it, then the autosave is not there and you must manually click update.
Can you please make this feature more consistent. Either everything is autosave or not autosave. Having some aspects will create confusion and lost data4 votes -
Products and Services - Add "In committed quotes" and "Quantity on order" to the columns in the main page & reports
This will allow a more accurate look on the stocks pre-ordered as well as incoming stocks. Instead of having to click each item to see it.
Even in the reports, it's great to see it so we can just generate a quick report about it.
2 votes -
Invoice list view - Add View Option
View Invoices in the Invoices menu - Add View Option
2 votesGreat to see you like that new option in Bills, Fila. Its not something we have planned for Sales invoices atm but we'll get a sense of the interest for this here.
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codes use a - not a .
Codes are set up as ***-yy which isn't logical to type. I guess it's an accounting convention but I can type 501.50 much easier (one hand on the numeric keypad and no need to move it to the'-') than 501-50.
For non-accountants, and IT people 501.50 is the logical way to type and enter these codes.
2 votes -
Projects | Quotes - Add project title to reference field
I think the idea of Xero Projects is great. However, it requires a lot of hand-holding and reentering information to go through a project life cycle.
Here are my top 10 improvements I think would make a FAR smoother experience.
Pull through items quoted into the project as tasks once 'started'. This should be a bare minimum. At the moment tasks have to be manually added to any project.
Push the project title into the reference tag so it displays in the Xero invoice list (otherwise there is no high-level description of what the job is for an invoice). Or…
3 votesThat's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.
It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.
We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.
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GST Audit Report - Page number to appear at top and bottom of screen
GST Audit Report Page number selection to also appear at the top of the screen as well as the bottom of the screen. This would be beneficial to the user so they do not have to scroll down to the bottom of the screen to select what page they wish to review/go to. saving time for the end-user.
7 votes -
Edit invoice direct from awaiting payment list
If I need to edit an approved invoice (which I do regularly) I have to click "Invoices" > "Awaiting Payment" > Select an individual invoice > Click 3 buttons > Click Edit.
I would like to see an option to edit an invoice direct from the "Awaiting Payment" invoice list screen - perhaps just an edit icon or something similar so that the default behaviour doesn't change BUT, there is an additional option to go directly into Edit mode
2 votes -
Ability to edit GST amounts
would be great we we could override or manually edit the GST on a transaction that may be part GST and part non GST, like any item that is only part deductible rather than having to manually split into two lines one gst and one non gst. Keeps the gross as one figure, easier to trace.
2 votes -
sales invoices default landing tabs
When I save/submit for approval an invoice Xero always takes me back to the Sales Invoice "Drafts" tab - it would be great if the default was to take me back to the same tab
1 voteHi Carla, just to check when you say take you back to the same tab would that be the same list view that you started from or the same invoice that you have just saved?
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AU Tax | Depreciation - Auto populate return when recouped on sale of property
depreciation recouped on sale of property should be populated into the relevant section of the return once it has been entered into the Rant
1 vote -
Banking - Make bank deposits from Undeposited Funds
When we receive checks from customers we record them to Undeposited Funds until they are actually deposited at the bank.
This should be a much simpler process in Xero: show a list of checks waiting to be deposited and let me select the ones to deposit. Xero should print me a deposit slip and record the transfer from Undeposited Funds to the specified bank account.
14 votes -
Bill Payments - Allow payments to be scheduled
When making a bill payment using open banking direct transfer from bank account, it would be nice to be able to schedule the payment - currently there is no ability to do that.
18 votesHi everyone, we have some updates in the UK with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This helps to avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
We know there are users from others regions also interested in the idea here and we'll share if there are any updates for expanding similar functionality in other places.
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Invite user: bulk-invite user to multiple organisations
i would like to add a user with same profile to a number of organisations at the same time rather than individually access each company in Xero
6 votes -
Bills - Remove compulsory Due Date on bills
Receipts sent to bills do not require due dates, having to have them as a compulsory item wastes a lot of time. Can you make this an Option?
Constantly having to fake a due dates and re-approve is not needed for 60% of bills.
2 votes -
Navigation | Bank Accounts - Drag and drop accounts to move
In Accounting and Bank accounts, i would love to be able to drop and drag bank accounts to put them in order, Currently you have to click each account to move it to where you need it. This is fine if you only have 10 or under bank accounts but if you get to over 100 plus it's a very slow process
2 votes -
Xero Product Ideas - Improve navigation & search
There seems to be a trend to hide the button that is used to post a discussion or submit a product idea amongst others. It appears that you click on a link that you think should take to the "submit new product idea" page, and when you get there and enter in your idea, you realise it was a search box that is searching for existing ideas. Fair enough, force me to search first, patronising but I guess it reduces Xero's workload (not mine though). But where is the button to submit the product idea? And how do I get…
4 votesAppreciate the feedback, Martin. As you noted you do need to search ideas first and to create one you'll need to enter a forum and search where you'll then get an option to Post a new idea if lone of the results doesn't match what you're after.
Understand how this could be simpler and while we don't have any immediate plans on this, we;ll update you here if any are made.
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AU Payroll - Show number of employee's allowed depending on subscription
Display number of employee's allowed depending on the subscription they're on, in the Employee list screen.
3 votes -
Balance Sheet Movement in Custom Reports
Hey - when making a custom report it would be really useful to be able to show the movement in balance sheet codes. For example, when preparing our month end summary we can't bring in the capitalised wages cost automatically because it brings in the cumulative balance, rather than the balance for the period. To be honest it's crazy to me that this doesn't exist, but would be great if it could!
1 vote -
New invoicing - Show warning if repeat template has been deleted
The Classic version of Invoicing used to inform you on the view of an invoice that was created from a Repeating Invoice when the Repeating Template had been deleted.
The new version does not give you this information resulting in confusion and wasted time.
Please see screen shots below.
This is causing us a major headache as we have lots of Repeating Invoices that have to be cancelled and if a user isn't sure new invoicing doesn't help but allows you to go through the process of trying to delete the template again which results in an error.
Please fix…3 votesHi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.
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