4803 results found
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Sales Invoice - Include files attached to an invoice when sending
Ability or setting to default include files attached to an invoice when sending from Xero
Purpose | Steps are currently involved to include files that are on an invoice when sending the invoice to a customer, an option like this would ease the process of including files that a customer needs to have access to and see when they received their invoice
303 votesThanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
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Starter Plan - Annual transaction count
Sales question:
we want to buy xero. We only do 100 transactions per year, but we have one month which has more than 20 invoices and 5 bills, (an event we organise). does the basic subscription do monthly transaction counts only or can it do an annual transaction count.9 votes -
Overall budget report - add annual (and quarterly) total column
In the overall budget report, add column for annual total.
Add additional option to include quarterly or triannual sub-total columns.10 votesHi team, to get a better understanding of exactly where you're wanting to see these columns can I confirm - would it be the Budget Summary report you're wanting to see this?
If so, right you could adjust the period option to 12 months for an annual view or 3 months for a quarterly view.
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New Invoicing | Attachments - Record Actions in History and Notes
All Actions relating to attached files should be recorded in History and notes, eg Attachment added from Files:Inbox, Attachment Downloaded, Attachment Deleted, Attachment returned to Files:Inbox
11 votes -
Financial reports - Insert blank rows
Insert blank row in customised financial reports to separate different groups..
9 votesHi Karen, could you edit the report to create groups that would show this separation?
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Chart of Accounts - Change Xero's default Entertainment ledger codes
Chart of Accounts - the ledger codes (a) Entertainment-100% business and (b) Entertainment-0%. Can you change these categories? We accountants all know that the descriptions are misleading.
Almost all (unqualified) bookkeepers use (a) for client entertainment and claim VAT. Subsequently, accountants blindly treat this category as business expenses, reducing the taxable profit. (i.e. wrongly deduct it for corporation tax purposes) I cannot tell you how many cases I've seen in the past few years.
Please change the default categories to (a) Staff-only entertainment and (b) Client entertainment?
1 voteHi Ray, appreciate your raising this through product ideas.
We'll get a sense of the interest in changing this within the default chart of accounts from the community here.
Just to confirm, while Xero offers a default chart of accounts, you can import your own chart of accounts to set these up as you prefer, or edit individual accounts within Xero.
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Chart of accounts - Ability to set up credit card as a liability without a feed
Set credit card accounts as liabilities, not assets. We are not a bank, so credit cards are properly liabilities. There should be no reason these accounts should be reported as assets in any circumstance.
I can't set Account Type for bank accounts unless there is a feed associated with it. Even though, I'm not sure what good that actually does, and we don't have feeds for all our accounts. "Credit Card" is an available account type for bank accounts when they are feed-enabled, so adding credit cards as bank accounts appears to be what Xero intended, and that's what we…
4 votes -
Trial Balance - Monthly movement report
Would be great to be able to run a report showing the monthly net movement on the trial balance for a year (ie. 12 columns)
7 votesAaah yes I get what you mean, thanks for coming back to clarify for me, Kevin. We'll leave the idea here to gather interest.
While this isn't something we have plans for atm, I'll update if there is any change around this to share.
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CIS - Email annual statements
At the moment I cannot email end of year CIS statements through Xero to contractors like I can for monthly CIS statements.
It would be very helpful to have this facility as I have to download PDF for EACH contractor (which can be very time consuming) and email individually at year end.
This is a requirement as a CIS main contractor, so should be automated and easier for us to do this. Thanks
10 votes -
Reporting - Print pdf shortcut
To be able to have a short cut to be able to print pdf straight from report screen without having to click multiple times to get there
1 voteThanks for your feedback, Sadie. We don't have any direct plans for a PDF / Print shortcut atm but we'll feel out the interest from your idea here and let you know if there's any progress.
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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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Gift Aid - Option to automatically claim Gift Aid
As a charity we would really like the ability to be able to have Gift Aid and reporting on Xero, otherwise we would have to get a 3rd party piece of software to run Gift Aid.
It would be so great to be able to mark on a customers record that they allow us to claim gift aid on the monies they pay to us and then in turn for us to be able to run a report to submit to HMRC of how much Gift Aid we are able to claim from customers in others words extra income from…14 votes -
Xero Expense - Use date of last entry
When entering expense claims, the program should be set to retain the date entered in the last expense claim item. When catching up on accounting, it is cumbersome to be working on July in December and have to go back and change the entire date for each entry. I should be able to retain the last entry date on the next and simply be able to edit the day.
1 voteThanks for sharing your feedback here, David. Appreciate how this could be useful when entering back dated expenses. Have you tried enabling receipt scanning as an option to automate some of this data entry?
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AU Payroll - Ability to export timesheets to PDF
When you go into Payroll Overview-Timesheet to Approve-then click on the individual timesheet can you please add an option to export the timesheet to pdf for printing.
3 votes -
History & Notes - Enhance visibility of notes
Suggestion for Enhancing Note Visibility in Xero
When writing notes for any invoice, bill, or manual journal in Xero, the notes are typically placed in the History column. However, this makes them less visible to someone new who might review these documents. If these notes could be added as sticky notes at the top corners of the page, they would be more prominent and could help avoid potential mistakes caused by missing information. Additionally, creating an alert for anyone new accessing these documents would ensure they are aware of important notes. Highlighting these notes could further enhance visibility and capture…
5 votes -
Fixed Assets | Registering draft assets - Navigate back to Draft list
This is minor but annoying. I am working my way through a list of draft assets and when you register each asset Xero reverts to the registered list rather than returning to the draft list. This gets very tedious when you have a lot of draft assets!
Conversely when you are disposing of assets it reverts to the disposed assets list when it would be more efficient to revert to the registered assets list so I can dispose of the next asset.
4 votesAppreciate the feedback on the little things that would improve your experience when working with Fixed Assets. I've shared this back with our product team. We don't have any immediate plans but we'll track the interest and share if there's any change planned.
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New invoicing - Use persons name from Contact record (rather than contact name)
We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even…9 votes -
Project Reports - Ability to edit Detailed Time Report
It would be great to be able to edit the detailed time report similar to how we can edit the P&L and balance sheet reports.
We simply want to add a timesheet sign off area at the bottom of the report, which would be easy to add if that feature was available.
1 vote -
Singapore Tax - Rework the Deemed Supplies tax code
In Singapore, deemed supplies include free samples given to customers at no charge. If input tax was claimed on the purchase of these sample items, businesses are required to account for output tax when giving out the samples. Currently, Xero does not allow sales invoices to be issued at a zero value. As a result, if a sample is given at no charge, the sales invoice does not register any tax code. The workaround is to input a sales value and create a negative line item to ensure the invoice registers the tax code.
The second issue arises when using…
1 vote -
Billable Expenses - Add Project Billable Expenses to Draft Invoices
Please implement a feature allowing users to add billable expenses assigned to Projects directly to an existing draft invoice.
Currently, users can only add billable expenses directly to a draft invoice if the expense is assigned to a Customer. When expenses are assigned to a Project, they can only be invoiced through Projects. This causes issues when an expense assigned to a Project is has been missed, and needs to be added to the draft invoice. The current workaround requires deleting the draft invoice and starting the invoicing process again, which is time-consuming and inefficient.
15 votes
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