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1942 results found
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Reporting - Show Invoice Approved Date in the Current Nominal transactions Report for Turnover reconciliation
Turnover per XERO and VAT declared Net Sales should be ideally Equal ,however often may not match and therefore need reconciling-which is important to understand the difference from both the YE accounts and HMRC point of view .
There should be a report in XERO which can facilitate this reconciliation rather than use spreadsheets -which is time consuming when the information is already existing in XERO
One of difference arising is -"The Date" invoice created and approved -are different and will report in different periods of the VAT return and Xero Sales Nominal Account
Example -Invoice created and left…
1 vote -
New invoicing | History & Notes - Show email sent to
Can the new invoicing template show the address like the old templates used? Now if you go into edit the addresses have disappeared and to check if it is correct you have to click on the contact and fix it in a new tab.
Also the notes section has removed the time stamps and the email address the invoices get sent to. Can the new invoicing have the same notes and history function as the old one.118 votesHi team, I can confirm we have released another update for the history of new invoicing where now you'll see an entry when the invoice is sent and the email address it has been sent to. 🎉
We appreciate the interest we've seen around this. We still have a few more pieces of work we're doing around the history in new invoicing and you can stay updated on this progression on this idea.
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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.
209 votes -
Batch Payments - Include Line separators in CSV export
I would like to export batch payments but instead of a summed up amount for a supplier I would like to have separated invoice line items.
Eg, 5 invoices for OF should result in 5 lines on the CSV import for the bank instead of 1 line with the total.
21 votes -
Invoice - Ability to add a price list to a customer invoice
A option to have a price list added to a specific customer so that the pricing for that specific customer is automatically added when invoicing. I have been through the app store and cannot find an app that offers this feature and integrates with Xero. It is silly that all other accounting software offer this option yet Xero has no interest in adding it to their system
This has been request by many for years but there is no indication if Xero is going to look at adding this in as a feature
1 vote -
Stripe - Import Invoices to Xero created in Stripe
Invoices which have been created directly in Stripe are integrated with Xero so that the invoices import into Xero and then when payments are received, if payment is received via Stripe, this marks the invoice as paid to the bank account in Xero (which will then allow for reconciliation with the payment from Stripe) or if paid by a bank deposit these can be reconciled in Xero and will mark as paid in Stripe also.
6 votes -
Sales overview - Add a Sent column onto the Draft tab
1) When creating a draft invoice, and draft invoice is emailed out, it would be good to see from the 'home' page in the 'draft' folder, which invoices have been emailed. This could simply be an icon of an envelope, for example, that shows on the right hand side when the invoice has been emailed (yes even in draft form).
2) When viewing an invoice, a 'previous/back' and 'next' button to move to the next sequential invoice number (either forward or back) would be great, rather than having to back to 'draft' or 'awaiting payment' folder and…6 votesHi Katrina, coming back across your idea here I notice there are 2 distinct ideas wrapped into the one.
We try to keep one idea per thread to make it clear for others to know what they're voting for and be able to share this information back with our product teams.
When you say next and back buttons - would this be when only viewing an invoice (not taking any action)? Reason being, is that there are Save and Approve options from the drop down that'd allow you to move onto the next invoice in the list or add a new one - More detail on this here
I'll slightly adjust the title here to reflect your first idea, but are welcome to start another if the current approve and next options are sufficient and we can get a feel for the interest around that separately.
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Save and continue on draft invoice
New Invoicing - bring back the 'save and continue adding' button in drafts, a feature classic invoicing offered. When completing invoices with multiple lines it is imperative that it you can save during input without having to save and close. Especially now that the new invoicing is unreliable.
1 voteHi Meradene, as new invoicing also encompasses auto save there is no need to manually save your invoice. Once you've added a Contact, as you move between fields of your invoice Xero will continuously save any data you've entered.
It sounds like you may be having trouble with this though and if you're finding you're loosing information you've entered I'd really encourage reaching out to our specialists at Xero Support who can take a closer look to investigate what's going on for you.
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Bills - Ability to email bills and credit notes, as you can with sales invoices
Need to be able to send credit notes including bill credit notes to customer/ supplier with one click. Equally as important as sending them an invoice/ purchase order.
5 votes -
Xero and Shopify inventory integration -Direct link for live stock levels
Would be great if you could link cirectly to the live stock levels inside Shopify so if I generate an invoice and sale from Xero then the stock level reduces and adjust accordingly. There does not seem to be functionality that does this currently.
23 votes -
Tracking - Ability to assign tracking to accounts
I would like to assign a tracking code to an account code to avoid having to manually edit every invoice imported from a plug in (in this case Cliniko). Imported volumes are large and it would be so much easier if it was automated.
24 votesWhile not specifically in account codes, it'd be good to know if setting Tracking defaults on Contacts could be useful to you here?
While I'd recommend testing with the demo co. first - Find & Recode could be used to bulk assign tracking to items, post import.
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Credit Note - Flag up credit notes when entered twice
When you enter an invoice it flags up to say that it has already been entered, with a credit note this function is not available, could this be added?
16 votes -
Contacts - Default order of invoices/bills by 'Date'
When viewing a contact it would be helpful to have all the invoices or bills listed by "date". Currently they are listed by "activity date" but that is not relevant if I'm searching for an invoice. It can be changed manually, by clicking "date" twice (first time it brings oldest to the top!), but it's a very basic normal thing to look for invoices by the invoice date.
6 votes -
New Invoicing - Importing csv invoices
New Invoicing - Import invoices from csv file as can be done in Classic Invoicing screen
13 votesHi everyone, this is actually possible with no change between classic and new invoicing.
You can import new invoices through the Sales overview or Invoice page, and is done with the use of a CSV file. We have some steps you can follow across in Xero Central.
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Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)
Ability to have a format option for sales invoices.
Purpose: To make sales invoices appear more professional.
73 votesHi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
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Search - Show "description" column in search results
We use the search facility when trying to locate a previous invoice from a customer but the search doesn't show a summary of the items ordered (the "description" column) so could you perhaps add the "description" column listing into the search results when the down arrow is pressed that currently only shows the date and payment total. We find we need to go through so many invoices just to find the one which has a certain "product" customer ordered.
51 votes -
Reports | VAT201 report - View total per transaction
I am looking for a way to view a value for the supplier or customer transaction as a total value not as individual lines in the vat201 report. For example. I have 3 line transactions in 1 customer invoice, so it shows these three separately. I dont want to view it like that, I want to view it as a complete value, so we can double check the whole invoice as opposed to going to the invoice and looking line through line, which is extremely time consuming
9 votes -
Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'
Ability to show bills and invoices that are in ‘awaiting approval’ status.
Purpose: Saving users’ time from having to click on ‘invoices owed to you’.
111 votes -
New invoicing - Don't open new tab when clicking the contact
Dont automatically open a new tab when clicking the contact link in the new invoice or give option to turn this off.
There is Alt+click shortcut on all browsers to do this already.
Making this auto open as default leads to too many unnecessary tabs and attributing to a more messy workflow7 votesThanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.
With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.
We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.
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Bills - Show bank details in Bills to Pay screen
It would be good to be able to see the bank account details (BSB and Account number) on the new bill screen when entering invoices to be paid. By having the contacts bank details on the entry screen you can easily check that the bank details in Xero match what is on the invoice. This would save time of having to go and open the contact to check that the details match - not to mention save time of having to download the invoice so you can view it while checking against the contact. Being able to look…
24 votes
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