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2292 results found
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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 -
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.
107 votesThanks for the on-going support in this idea, everyone. We're pleased to share that work in inventory and purchase orders is moving along well.
As noted in our last update, work for negative inventory is in progress, and our team are looking at how this flow works through to sales invoices for backorders. We'll share more as soon as there's news.
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Sales Tax Audit Report - Include Customer Tax ID numbers
VAT reporting in the EU includes ICP reporting for sales to other EU countries (aka pre-Brexit EC Sales reporting). Part of the reporting requirement is to supply the customers VAT number on the ICP return. The customers VAT number is supplied at the time of invoicing and is included on the invoice and in the customer contact details so is an existing field in Xero. To meet the ICP reporting requirements, every invoice is opened manually to find the customers VAT number which is entered against each customer on an export of the Sales Tax Audit Report spreadsheet off Xero,…
16 votes -
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 -
Invoicing - Pin the Contact for entering multiple invoices for the same customer
When entering a number of invoices for the same customer or vendor it would be great not having to reenter the name for each entry. Recommend the ability to "pin" a name for multiple entries under the same name.
1 voteHi Kari
Thanks for sharing this idea about pinning the Contact when you enter multiple transactions for the same customer.
Now it's up to the community to get behind and support this. You might like to share your idea with any colleagues that this could benefit so they can add their votes and comments to support your ideas!
NB. We need to keep ideas for the different areas of Xero separate. If you'd also like to see this feature when adding supplier bills, we'd need you to raise a separate Product Idea for it, so the community can also vote for that to support it.
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Sales invoice - Convert base currency invoice to foreign currency
It would be great if there was a feature to display conversion details for invoices that are entered in the base currency. ie - your base currency is GDP and it shows the conversion rate in EUR
25 votes -
New invoicing - View all billable expense detail at once
Please squeeze all the information in a box as the old version? the new stupid design and layout really make our job harder. i have attached the pics of the comparison for your reference.
2 votesThanks for including the screenshot comparison, Xinrou. I've made sure to share back with the team and we'll let you know if any plans are made to improve this view, here.
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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 -
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!
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Sales Overview - Bulk "Void" button for invoices
Can you introduce a "void " button please on the invoice listing page. We have dozens of invoices that have not been paid as customer cancelled order but we cannot void them in bulk. We would like to use the checkbox next to the listing of invoices and select "void" to do them all at the same time rather than one by one which we do not have time to do.
36 votes -
Invoices / Bills - Option to copy line above
Whilst doing multiline bills and invoices we need a key stroke shortcut that copies the line above to reduce time taken to enter data. I was used to this in sage. I REALLY miss it. Please!!!!
59 votesAppreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
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Sales Invoices - Bulk assign lines to Project/customer
When raising an invoice, add the functionality to 'select all' lines, to add to assign to a Project.
When creating an invoice, even from within a Project each line has to be manually assigned to a project.
Even if an invoice is copied from a previous one from within the project, the project information is not copied over and each line has to be assigned individually.
This is very onerous, especially when there are numerous invoice lines.When actions are taken from within a Project, Xero does not seem to carry this information through, which is very poor.
42 votes -
Invoice list view - Ability to tally by checkbox with search applied
Please add option to show invoice values excl/incl tax in invoice list views
Bulk invoice features. We would like to see more functionality added to the bulk editing in the sales overview/invoices:
- Bulk editing of Due dates
- Bulk editing of Expected date
A more consistent 'Tally by checkbox' - this works really well in the invoices lists where a sum of all checked invoice values are shown but this feature is missing in invoice searches.3 votesHi Jonas, it's best if we have each idea as a separate thread in the forums here so other members know exactly what they're adding their vote for and our product teams can gauge the interest in a specific feature.
I see you've already found and voted for this idea on bulk editing expected date. I've also just added your vote to this idea on bulk date change, and I'll slightly amend the title of your idea here for the 'Tally by checkbox' when you have a search applied.
While the current amount due shown on the list view will show as tax inclusive, if you'd like to view inclusive v exclusive you could run the Receivable Invoice Summary report where you have the option to add Gross, Net and Tax columns. Alternatively if there's a specific reason you'd like to view this from the list of invoices…
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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 -
VAT late claims report
Hi,
Something that would be very helpful as an accountant, is the ability to run a report for a given date which shows all the transactions where the VAT was claimed/paid on a later return. I know that the VAT reconciliation report doesn't work with MTD.
Happy to discuss to help with this.74 votesHi everyone, we appreciate why you’d like a report that provides visibility of VAT late claims to streamline your reconciliation processes, especially around year-end and for monthly VAT returns.
Currently, it's possible to use the Account Transactions report to manually reconcile against filed VAT returns, although we get the desire for a more automated solution.
This isn’t on the team’s roadmap at present, however this is something we'll continue to consider how we accommodate these needs in future planning for tax reports in Xero. I'll be sure to let you know if there is any movement to share, here.
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Invoices/Bills - Feature to 'write off' as bad debt
At the moment, you need to raise a credit note to write off a bad debt, which then records the invoice as "paid" which is extremely irksome, and factually incorrect. There needs to be an actual "write off" option so that the debts don't show up constantly in your reports and you can claim a tax deduction for them, but they don't get recorded as paid.
728 votesHi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
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New Invoicing - Allow to type the Bank Account in 'Add Payment' screen
KEYBOARD ACCESS IN ALL FIELDS IS CRITICAL
Xero users know how a keyboard works and I'm sure many find its use preferential to having to continuously move a hand to the mouse to engage dropdown menus. This needs to be available in all areas of Xero.3 votesHi team, from the payments window when you're on the Account field if you press 'Enter' on your keyboard this will open the field. From here you can type to search and select the bank you'd like.
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Xero Network - Include PDF of Invoice when sent with Xero Network Key
Automatically include PDF of invoice when sending it via Xero Network Key.
Purpose: Some clients need to see the attachment of the invoice. It’s also good for audit purposes.
85 votesHi team, pleased to share that with the release of Xero to Xero in invoicing we've also provided the ability to include attachments with your invoice when sending, as well as the option to include a PDF copy of the invoice. See more detail on Xero Central.
Currently this is live to all regions excepting Singapore which we're just doing a little more work to enable. I'll be back to share when Singapore users can also make use of this feature in Xero.
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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?
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User Access - Restrict Invoice only role to Customer list
There is a role setup for Invoices Only (Purchases). This is useful if you want to have a User process Accounts Payable Invoices, but without providing access to Sales Invoices.
However, if you login with this role, you can see 'All Contacts' as well as the list of all 'Customers' and the billing amounts outstanding. Surely this is inappropriate if the role is for Invoices Only (Purchases)?
The suggestion is that a user with the role 'Invoices Only (Purchases) can see Supplier contacts, but cannot view Customer contacts (which is really what most people would expect if this role is…
46 votes
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