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1787 results found
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Invoices: Generate journal entry for fully discounted invoices
Currently you can add a discount of any amount including 100% on an invoice. However if you have a 100% discount the nominal ledger account doesn't save - so you can't report on it. We would like to know all subsidies across all courses but can't currently do this as if we have a fully funded course the NL code won't save so is left blank.
2 votes -
Sales invoice | Email - Insert Invoice Link at Cursor
When emailing an invoice to a customer there is an option to insert a link to the invoice. However the link is always placed at the end of the message and I have to cut and paste it where I want it in the message.
Could the link not be inserted where the active cursor is instead? Saving the user the hassle of moving the link.
See mock up.
2 votesHi community, with the improved send experience in new invoicing you'll find this is now possible.
When you add the Online Invoice link through placeholders, you'll see it is automatically inserted wherever the cursor is placed in the email on the left and you can get an instant visual of what this looks like to your customer on the right. 😊
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Customer Statements - Use Contact default to apply template
We are a multi-currency business. We send out invoices in GBP (base currency), EUR and USD. We have 3 bank accounts (GBP, EUR, USD. I therefore had to create separate invoice templates for each currency, to show the correct bank details. I added the relevant invoice theme when setting up a new contact (customer). This works well when raising an invoice. However when manually sending out a statement it does not take the invoice theme from the one chosen on the invoice (= in our case normally default invoice theme on contact). It takes the ‘default template’ = the first…
24 votes -
Invoice list view - Add View Option
View Invoices in the Invoices menu - Add View Option
3 votesHi community, thanks for your insights on how this feature would be useful to you within Sales invoices. Being open we don’t have direct development for this planned atm, however our product teams are doing some more discovery in this space and we’d like to invite you to feedback through our survey here. Your input would be really valuable to the team as they get a deepened sense of our users for future improvements.
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Sales invoices Ability to mark an invoice as 'confidential' & hide from some users
Could there be a function added to hide invoices attached to expenses so they can be kept confidential from other users?
3 votes -
Reports - Add report to identify lapsed customers (include last invoice date column)
We need a report that will give us a list of lapsed customers. We as a small business need to be in touch with customers who haven't had any transactions with us for 6 months or a year. It would be great to have a feature or report where we can easily find these customers. On our old accounting system, all of our customers had a " last invoice date" column so we could easily pull a report for any of these customers who hadn't been invoiced for 6 months or more.
7 votes -
Xero Expenses - Email to create expenses
Xero Expenses - The ability (like with bills) to forward an email invoice to Xero and it to be automatically added to your Xero expenses app.
72 votesHi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
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Chart of Accounts - Ability to assign Foreign Currency to an account
I would like to be able to have a foreign currency account in the COA other than bank accounts. If an invoice is received and paid in a foreign currency, it should show as the foreign currency as the source, not the base currency. This affects loan accounts a lot and if invoices are paid from a loan account, instead of a bank account, you can't keep the currency consistent.
56 votes -
Inventory - Create Inventory Items in multiple currencies
Ability to have multi-currency for inventory in Xero.
Purpose: To make invoice and purchase tracking easier, because this feature will allow users to enter different currencies when they’re buying and selling the item.
119 votes -
Profit & Loss - Show Invoice Numbers
Currently there is no functionality in Xero to populate the invoice number in the Profit and Loss report while the reference field is filled out. Would like to have the invoice number to be shown as well for easy reference and checking.
3 votesHi team, as noted in my last update you can click on the figure in the Profit & Loss which drills down to the Account Transactions report.
You'll find that you can adjust the report settings to add 'Invoice Number' as a column so you can see both pieces of information on the report.
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Email to Credit Note
Draft Bills - Ability to create Credits from Draft Bill sent directly to Xero email
Suppliers email credits as well as Bills, why not have the ability to process a bill or credit through this area, a supplier is not going to invoice credits to one email address and invoices to another. Why can we not select if it is a bill or credit and process.
Purpose: to allow processing of credits through the Draft Bills seamless
cost effective: reduce the need for additional software such as dext or hubdoc, use xero.
Current process: open the Draft Credit, download the…
287 votesHi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
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Invoice Templates - Customize header for Paid Invoices
Would like to have the ability to customize the header for a paid invoice to be TAX INOVICE while the unpaid invoices are just called Invoice. Currently the templates allow for a custom title for the over due invoices, approved invoices but not paid invoices.
1 vote -
Projects - Ability to export all of the lines/tasks in a project to an invoice
Ability to export all of the lines/tasks in a project to an invoice. Able to see detailed tasks, time and cost for each task to send on to customer
9 votes -
VAT Return - Next and Previous when reviewing invoices
When reviewing a VAT return documents, the ability to see the invoice without having to go in to bills to pay to find the invoice and review it was great. How about adding a next and previous button to the top of the screen when you left click on an invoice within the VAT return?
At the moment we have to click the x in the top right corner and then left click on the next invoice to review. when review large VAT return with many transactions you can get lost and end up clicking in to an invoice you…
4 votes -
Email Settings - customise style
I would like to be able to customise the styling on the invoice emails sent to customers. Changing the colour of the buttons etc.
61 votes -
Bills - Ability to select user to approve draft bills
Being able to allocate draft purchase invoices to different users for approval
37 votes -
Branding - Merge field for invoice tax total on DOCX Statement templates
If the Total Tax amount per invoice was available for statements, then the Statement could be used as a periodic Tax Invoice.
6 votes -
Bills - Work through the PDF (existing classic feature - please keep)
Bill entry - keep the ability to tab through and edit through the PDF of the supplier's bill.
Note this is a request to keep this beautiful feature when it comes time to upgrade Bill Entry. The ability to have a PDF in mid screen while tabling and data entry literally 'through' the PDF and seeing the fields change is a huge time saver and contributes to accuracy and speed - this is something that maybe overlooked when the team starts to 'upgrade' billing as per invoicing et al.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Invoice Reminders - Trigger when importing from third party apps
Invoice reminders do not work when generating invoices in a third party app that pushes the invoices across to Xero.
This is unhelpful when the integration is otherwise seamless.
4 votes -
Invoices - Imported invoices to retain terms from Wise-Sync
I would like Xero to read the terms on our invoices that we are importing via Wise-Sync rather than the branding within Xero.
2 votesHey community, thanks for your continued interest in this idea.
From the 4th September, we’ve removed the option to add Pay with Wise to your Xero subscription for new sign ups, and we made the decision to completely remove the feature from 26th February 2024.
Our team is hard at work on an alternative bill payment solution that uses Open banking.
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