- or
2235 results found
-
Invoicing - Ability to edit /add the reference from the invoice overview page
id love to be able to edit the reference field from the invoice tab. Also the ability to build edit the reference field from the same tab would be helpful. We use that field to know the category the sale is in. So some of our work is shipped, or its to a specific event.
1 voteWe're always grateful for your feedback and love hearing what features you'd like to see in Xero. We understand that being able to update the reference field directly from the invoice list page would save you time. While this isn't on our immediate roadmap, we're monitoring the demand for this feature. We'll be sure to post an update here if anything changes ⭐
-
UK Payroll - Notification when leave requests are created for the same date
Flag duplicate leave entries on the same day
We are extracting leave data through API to manage resourcing including leave booked. We have a few cases of employees with duplicate leave on the same day entered and approved in error. It would be great to see a flag or warning pop up to approvers and payroll admins where more than a standard number of hours leave is applied to a given day. The number of hours comprising a working day could ideally be set for each employee.9 votes -
Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)
Ability to add interest for the late payment. This includes part-paid too
Purpose: Save time by adding the interest without having to delete the existing one and remake a new one with the additional interest.
1,011 votesHi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
-
Bank Reconciliation - Match multiple payments to one invoice
Ability to match multiple transactions to one invoice, then reconcile it.
Purpose: It’ll save users’ time when they’re doing reconciliation and matching the transactions.
82 votes -
Contacts | Add & archive dates - To get a Customer lifetime value report.
Customer lifetime value report.
I would like to see date fields that you complete when you onboard and archive a new customer. Then it would be easy to work out the average lifetime value of your customers (CLV) using the “income and expenses by contact” or other report.
9 votes -
Credit Note for Repeating Invoices
I recently commented about the new invoicing not showing credit notes available, what I didn't realise that this was only for Repeating Invoices, not standard generated invoices which do infact show the credit available.
Some of our regular clients like to prepay so there are often credits to use. Upon approving a repeating invoice, the classic used to say there was a credit available on that contact, click here to use it. There is no such feature on the new repeating invoicing to indicate there is a credit available you have to go and manually check. As well as not…
2 votesHi Claire, I've tried replicating your scenario here using both a newly created and an existing repeating template.
In both cases when I open an invoice that has been generated from the template and credit is available I can see an option on the invoice to Apply credit (as shown in my image)
Could you please raise a case on this with our Xero support team on Xero Central. They have tools to be able to look into this deeper and confirm what's going on and why credit is not appearing for application in your invoices.
-
Tracking - Ability to bulk add and delete tracking on invoices
Ability to bulk add and delete tracking options on invoices
Purpose: Ease of updating old invoices and purchases.
59 votesHi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
-
Sales Invoices - 1 Trillion On Line Items
Hi,
I would like to see the invoicing feature of Xero increase from 9billion per "Line Item" to 1trillion per line item.
Thankyou
Darren1 vote -
Xero Projects - Include Day in the invoice
Xero Projects: include 'Day (i.e. Sun, Mon etc)' in the invoice line item field with 'Date'
1 vote -
Invoices/Bills - Ability to duplicate a line item
Ability to duplicate a line item for invoices/bills.
Purpose: To make users easily enter similar line items when creating invoices/bills.
45 votes -
Projects: Update inventory when a tracked inventory item is added as an expense
Update inventory when it is posted as an expense to a project as this makes more sense as clients use the project reports to calculate WIP and it is annoying to have to constantly check which inventory figures have been applied and deduct this from the inventory. It also means when projects are billed this actually reduced the stock figure as this only happens when you invoice the project for the tasks and expenses whereas currently invoicing using the project amount does not update the inventory.
13 votes -
Invoice - Email to create an invoice in Xero
Similar to the ability to email bills into Xero, can we get the ability to email in invoices into Xero please?
Bill email notes
https://central.xero.com/s/article/Email-PDF-bills-into-your-Xero-organisation25 votesHi team, we appreciate your feedback here however we want to be honest that we don't have plans for developing the ability to email invoices to Xero the same as bills atm.
If you haven't already, we'd recommend exploring connecting Hubdoc to your organisation. It's possible to Publish documents from Hubdoc to Xero as an Invoice.
-
Reporting | Add multiple FY'S as common date selections
Report dates
On financial reports. Instead of last financial year of this financial year wouldn’t it be better to have the years as the selection ie 2024/25 2023/24 2022/23. it will be much quicker to select the year especially is going back further than the current year.3 votesThanks for sharing here, Kerri. Understand why you'd find this helpful and we'll start to get a sense from others that'd like to see this here, too.
I know it's a little different to what you're directly asking here, but perhaps comparison columns and saving as custom could help where you can run the report for multiple date ranges at once and view the comparison across each?
-
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 -
Invoicing - Option to copy different parts of invoice when select option to send to self
Copying part of a sent invoice perhaps just invoice number and amount to my e-mail would avoid a problem I had.
My e-mails were hacked and a monthly rent invoice I had sent was copied the next month with amended bank details.
I no longer send copies to my e-mail although now I have to concentrate more so I know which ones I have sent.
This type of fraud has happened to someone else I know - we are more careful with our e-mail security now.2 votesI'm sorry to hear that your email was hacked, Joanne. As you may have seen in other ideas on the site we are working to develop the History & Notes so you'll soon be able to see detail of the email an invoice has been sent too. Doesn't ideally solve for what you're asking here, so we'll continue to track this separately and update if there's any news of having more control of what you can send with the send to self option.
-
Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user
Invoice only user role that allows you to pick and choose either or both Sales and Purchase orders. quotes and invoices. At the moment you can only have Sales or Purchase IO otherwise you have to make standard user which is not helpful.
43 votes -
Bank Reconciliation - Reconcile against Statement
We would like the ability to reconcile transactions against a statement in addition to just reconciling from the bank feeds.
There have been so many issues with bank feeds, that often we find the statement balance does not match Xero. The issue with running the reconciliation report is that some banks will have some transactions from the closing date in the current statement and some of them on the next statement. The only way for us to break it out and match the balance is to export transactions to a spreadsheet and then change the date of those transactions in…
80 votesHey everyone, thanks for your patience! We're excited to announce that period reconciliation is now available for all US and CA organizations.
As per my last update, you'll find a new "Reconcile Period" tab within your bank accounts. If you have the Standard or Advisor role, you can easily enter the statement period dates and balances. Xero will then automatically display and select all transactions within that timeframe. Once you've reconciled the period, you can close it to ensure no transactions are accidentally deleted or unreconciled.
We know that many of you in other regions are also keen to access this feature. So we can track this separately, I've created a new idea and have added all users that had voted here (outside of CA and US) to. If there are any updates we will share news with you all there.
Thanks for your feedback!
-
Billable Expenses - Files to copy through to the Sales Invoice
Ability to have a copy of billable expenses to the sales invoice.
Purpose: Save them time from having to send another email of copies of the expenses.
200 votes -
Reporting - Billable Expense report for paid invoices
It would be really useful to have a report the same as the "Billable Expense Report - Outstanding" that shows the same info but for paid invoices, preferably with the ability to filter by invoice number or bill number
40 votesThank you for sharing your feedback and voting on the idea here, community. While we've reviewed this idea and appreciate the needs in what you're wanting here, we want to be open that we don't have any plans for developing a billable expenses report of this nature in the near term.
We will continue to track the interest here, and share if anything changes.
-
Sales Invoices - Allow to have column for backorders
To have a column of back orders/negative items within the Sales Invoices.
Purpose: Users can easily enter back ordered items rather than doing extra steps of adding 1 more item in their inventory.
102 votesHi team, we know some of our customers find using inventory(Products and Services) in Xero a little restrictive atm. Related to the idea here - Exploring the ability to record negative inventory, or back order of stock in Xero is in our product teams plans. They have a bits of work to get through first, but we'll shift this idea to Under review and keep you updated when this progresses.
- Don't see your idea?