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2017 results found
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Bank Reconciliation - Automatic payment allocation to oldest invoices first
If you have multiple invoices for the same client, a feature that allows you the option to automatically apply bank transactions receiving money from the client to the oldest invoices first moving closer to date would be mighty helpful. At the current moment, we have to manually split out each transaction to the invoices when reconciling bank transactions; it stands to reason that if you have a client with multiple invoices and they pay off in chunks, you would want to apply payments to their oldest debt first; having this as a selectable option for a contact / bank rule…
10 votes -
Repeating invoices - Daily repeating option
Repeating invoices only currently have the option for weekly or monthly- would be really helpful for an daily option
21 votes -
Sales Invoices - Automatic Invoicing Date options
For when creating an re-occuring invoice, there is occasions, where invoices must be sent at specific times of the month, for example...
- Last Day of the month
- Every 2nd Tuesday
- Last Thursday of the month
The reason behind this, is because some companies who you are invoicing operate specific payment cycles, and in order for a small business to get paid within the terms of their invoice ( Late Payment Act 1998 & your own article on [ https://www.xero.com/uk/guides/invoice-payment-terms/ ] - Payments terms are getting shorter )
More tools we Small businesses have, there better equipped we are in order…
13 votes -
Invoices - Filter and Download Specific Invoices in Customer Statement
I would like to submit a feature request for the Statement of Account (SOA) report. Currently, the SOA allows for downloading the entire account summary for a contact, but it lacks the ability to filter and download specific invoices based on types or any other granular filtering or customization.
For example, in my organization, clients sometimes use multiple revenue streams. Invoices are categorized by these revenue streams. There are instances where my clients only need the SOA for one particular revenue stream.
It would be incredibly helpful if the SOA report could include a filtering option where users can select …
3 votes -
Sales Invoice - Ability to lock individual invoices and credit notes
Feature that only certain users can change invoices and credit notes after they have been approved.
Our client has had various invoices and credit notes changed after they have been approved and sent to customers.
4 votesTotally understand it won't suit all circumstances - With no current plans to add individual locks per invoice, perhaps the Invoice Only Draft role may be appropriate for some users and reduce the # of users in the org with the ability to edit approved invoices?
Another way to keep an eye on who which users are making changes to approved invoices would be to check the History & notes.
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Invoices - Xero to Create/Assign invoice number when importing
To make have Xero fill the invoice number automatically when customer importing invoices.
Purpose: To save users’ time rather than having to supply their own invoice numbers.
52 votes -
Bills - Apply discounts on accounts payable invoices
Applying discount on account payables invoices.
Purpose: User doesn’t need to manually recalculate the cost of each item
91 votesHi everyone, thanks for feeding back to us here. Understand the rationale for wanting to be able to apply discounts on bills in Xero, similar to how you can with Sales invoices. This is something our team would like to develop into bills, however there are a few other important pieces of work that need attention first. So, for the time being we'll leave this as Submitted but as soon as there's movement we'll update you of any change through the idea here. Thanks!
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Quotes - Title and Summary to flow through to Sales Invoices
Ability to make quote’s title and summary flow through to Sales Invoices.
Purpose: To save users’ time rather than having them manually input the same title and summary when the quotes are converted into invoices.
216 votes -
Branding - Links to Invoices from custom DOCX Statements
Link to Invoices on Custom Statements
Xero recently added a link to Invoices on the Standard Statement. Thank you! However, this is only helpful if you're using the Standard statement. We would like to be able to add the Invoice link on Custom statements as well.
55 votes -
Invoices - Automatically send invoice reminders for all overdue invoices
Seems a lapse in the system that you cannot send invoice reminders for over 60 days + for outstanding invoices
We have clients that still owe us money after 60 days and we have to manually review and resend, rather than the system just picking up that any invoice is outstanding / overdue and sending a reminder automatically
Would be nice if the system could just send an invoice reminder to any overdue invoice.14 votes -
Invoicing - Show Delivery Address on invoices by default
Enable the option for invoices to by default display both billing and delivery addresses.
23 votesHi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
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Repeating Invoices - Bulk update Next Invoice Date
Repeating Invoice - Bulk update next invoice date
I am an accountant with clients who make use of repeating invoices. The current problem is that in certain months they want to run their invoices on different dates due to public holidays or festive season. In these situations they have to manually go and update the "next invoice date" in each invoice.
I want to suggest a bulk action for this as it would end up saving hours for the businesses.
19 votes -
Invoices: Resend failed e-invoices as an e-invoice
Invoices cannot be sent multiple times by e-invoicing - any invoice that was sent by e-invoicing can only be sent again after that by email. This is fine; that ensures that my customers don't have a billion copies of the same invoice in their drafts.
However, this is also true of invoices where sending by e-invoicing failed and the customer has not received the invoice at all.
I would like the ability to send by e-invoice to reset when the original attempt fails, because the only workaround I've found involves deleting and recreating the invoice with a new invoice number…
9 votes -
Invoicing - Automatically delete draft invoices when merging invoices
I would love if when we merged Invoices into 1 from drafts it doesn't leave the draft that I need to manually go back and delete. This can cause double ups of Invoicing.
6 votes -
Repeating Invoices list - View total amount
Hi
On the repeating invoices tab, can we please have the total amount showing of repeating monthly invoices.. Just as it shows the awaiting invoices value on that tab.
This will help business keep an eye on their recurring value income.
9 votes -
Bank Reconciliation Find & Match - search for multiple invoices
Find & Match function under Bank Reconciliation only allows to search for individual invoices to then pick invoices one by one. Please introduce the option to enter multiple invoices in the search field using a delimiter to then pick multiple invoices to reconcile. This would improve the reconciliation process materially.
12 votes -
Invoice - Include payment dates in Invoices and Bills exports
From "business" then "bills to pay" or "invoices" and click on "export" from a search result, the payment dates are missing in both the Invoices and Bills export files. Only the invoice dates and due dates are exported. Please add payment dates to the reports. Thanks.
17 votes -
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.
31 votes -
Invoices/Bills - Don't update contact address for existing invoices
Currently, if you change the address of a contact, old invoices and bills will show the new address and not the old address.
It would it be good if the old documents can keep the old address. It is because having the old address is a piece of evidence to show where the goods have been delivered to. It is important to show that to the tax authority and auditors where the goods are delivered to determine the GST/VAT type, etc.
pls look into this. thank you.
78 votes -
Sales Invoices - Field for Customer's Purchase Order Number
Adding customer’s purchase order number in the sales invoices.
Purpose: because some companies will not pay an Invoice without a PO, so it’ll make users’ workflow easier when they can search #PO to find the right invoice.
180 votesWe appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
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