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2160 results found
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Bank Reconciliation - Sort statement lines by most recent date
I always want to reconcile my newest transactions first, as they are freshest in my head. It's actually become pretty maddening not having this feature.
5 votes -
User Role - Allow Invoice only (draft) users to print approved invoices and their packing slips
Users that can create draft invoices should also be able to print off pdf's and packing slips of approved invoices
22 votes -
Purchase Order - Report that shows invoice against PO and remaining balance
A report that shows all purchase orders with invoices against them and balance remaining.
57 votesHi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
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Invoice Settings - Separate Number Sequence for Credit Note
Currently, in the Automatic Sequencing setting, the invoice & credit note share the same number sequence. However, for tracking purpose, we prefer to have a separate number sequence for credit notes. Therefore, would like to request an additional 'Next Number' field for credit note, which can come with an option to share or not to share the number sequence with invoice.
35 votes -
Projects - Assign one Invoice for multiple projects
PROJECTS if a client has multiple projects, can there be an option that you can bill all or some of these against one invoice.
33 votes -
BAS - Include Sales Invoice number
It would be great if the Activity Statement Transaction reports included the Sales Invoice number in addition to the Reference field. The old full BAS report used to show the Sales Invoice number as the Reference field on the report.
We use simPRO for Invoicing and when the data is imported the Job No/Order Number is imported into the Reference field in Xero but we sometimes issue multiple invoices per job so the Invoice number is much more relevant as a reference.2 votes -
User Permissions - History recorded of role changes and ability to add description
There is currently no record of changes to User registrations in the xero file. This is a failure of audit processes.
A description for each user would be handy to identify the role of each person within the Organisation.
A start and End date would allow for Temporary access arrangements.45 votes -
Sales invoice - Ability to combine or merge multiple invoices to one
Our new system separately invoices every job we complete. This gets loaded into xero invoices, ATM you can copy these individual jobs and they can be put on to one invoice, great.
However Xero wont let you add more jobs to this invoice by the same copy facility.
It only gives you the option of a customer name not an invoice number.
I would like to be able to add jobs daily to this invoice and send my customer one invoice at the end of the week/month.14 votes -
Short-term cash flow, mix invoices with projections
When viewing the 90-day short-term cash flow projection, payments from our on-site shop show 90 days of predicted income. However, for customers with existing invoices in the system, only those invoices are displayed.
The issue arises when customers have only 30 or 60 days of invoices, causing a drop-off in the cash projection after 60 days.
Proposed Solution:
- Combine existing invoices in Xero with predictions for future invoices.
- Automatically remove these predictions when an actual invoice is entered into the system.
23 votes -
AU Payroll - Superannuation end of quarter reminder
Would be great if Xero could trigger an automated (email and/or text) reminder to the superannuation payment approver 10, 5 and one days out from the superannuation due date each quarter.
A similar reminder feature already exists in XPM for Activity Statement Lodgements - reminders can be turned on.
Xero also has the ability to automate reminders to Customers around bill payment.
Xero has the email and SMS of the superannaution approver already on file.
Advantage of these reminders:
Super gets paid on time - we're all human and life can take over and sometimes things get missed - a…
154 votes -
Invoicing - Allow users to edit the same invoice at the same time without duplication
We have problem with Xero, For one user Xero approving and then editing same invoice on same time, When it is editing on same time it is adding same line items twice on the invoices resulting invoice amount is double. Any one having same issue ? How to solve this issue ?
1 vote -
Xero Accounting app - Add numerical discount to mobile app invoices
Add numerical discount to invoicing in the mobile app. This is a feature on the browser, currently the mobile app only allows a % discount.
When you go from browser to app having applied a £ discount on the invoice. The app converts it into a % and show different amounts.
2 votesHi team, appreciate your feedback and wanting consistency between the web and mobile functionality.
While I can confirm our product team are aware and across the idea here we want to be honest that we don't have immediate plans for developing the ability to add amount discounts within the Xero Accounting app.
We'll keep tracking the votes and interest through this idea and update you if there's any news to share.
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Sales Invoice - Mark as shipped or processed
Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.
An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.
A tracking number would be useful, too. Setting it to "shipped" would send…
29 votes -
Statements screen - Add invoice number
When showing a list of statements to send (from Business - Invoices - Send Statements) from Send Statements, can the invoice number be shown on the screen so sorting can be done on invoice number. Also the date of the invoice would be handy as well to give an idea of when first looking at the front screen as to how old they are. It would make choosing and sending quicker and more efficient.
2 votes -
NZ Payroll - Show Leave type reset date on payslips
Show the next Annual Leave and Sick Leave anniversary dates on payslips so employees know when their next entitlements are due.
3 votes -
User Permission - Ability to give both Invoice only and payroll access
I have clients whose bookkeeper does the payroll and also processes accounts payable/receivable invoices. Currently we can't have submit/draft only invoice access AND payroll access. This means that if they want to do payroll, they also get access to approval of invoices. Can we please create a user role where draft/payroll access is combined?
37 votesThanks for the added detail here, Samantha.
@Ben and others that are supporting the idea here - would this be the same scenario for your business in this idea? If so, we have a larger idea embodying this that I'd suggest I merge your idea too.
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Invoice - Apportion payment to specific line items
Apportion payment to specific line items on invoices. This would allow you to choose where to apply the payment, making it possible to have invoices with multiple payments to have the sales taxed/no sale tax payment correctly and just not proportionally.
28 votes -
Receipts - Generate receipts without creating invoice
There should be a generate receipt option without having to create invoice first. This receipt should continue running numbers as invoiced.
18 votes -
Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF
Would like a report showing a list of bank account number changes. This would show original bank account number, new bank account number, contact's name, date the bank account number was amended and who amended the bank account number and to be able to print this as a pdf. This would be of great benefit because of fraud and also our Auditor has asked if we can produce a list of bank account number changes for a selected period.
179 votesHi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
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Xero UI - Scroll between months in date entry screens
When entering dates, can you please bring back the mouse scrolling function, where you could scroll down to go to the next month.
Rather than now, we have to click the right button to go to next month.3 votes
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