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4714 results found
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Invoices - Ability to show recurring invoices within the Contacts page
Be able to see recurring invoices set up for a client on that client's page. So many times I think to myself "I'm pretty sure I set that up, but did I?" and then I have to go and search in the repeating invoice tab. It would be good to be able to see recurring invoices just on the client page.
23 votes -
Chart of Accounts - Add visualisation when adding new account
It would be helpful when setting up new GL accounts in the COA if the screen would populate somewhere (even a drop down would be helpful) with the existing COA so you can see in same screen what’s already there and where your new account would fit logically
1 vote -
NZ Payroll - Invoice for PAYE owed to the IRD
Would be great if, at the end of the month, Xero automatically generated an invoice for PAYE owed to the IRD
2 votes -
Invoice - Set defaults for adding Billable Expenses
When creating a new Invoice and you want to add some billable expenses that you have assigned to the contact in the Bills section, I want to be able to give my clients an itemized bill, the new invoicing option is defaulted to add all items as one line.
We default to all invoices as itemized, Yes I can select this as an option but would like the ability to select the other as the default option.
Maybe Xero could create a custom option cookie that would allow customers to select some default settings that make there Xero work better for them and that cookie could be stored on their computer as well as a cloud file on Xero if they change computers.When creating a new Invoice and you want to add some billable expenses that you have assigned to the contact in the Bills section, I want to be able to give my clients an itemized bill, the new invoicing option is defaulted to add all items as one line.
We default to all invoices as itemized, Yes I can select this as an option but would like the ability to select the other as the default option.
Maybe Xero could create a custom option cookie that would allow customers to select some default settings that make there Xero work…2 votes -
Tracking - Ability to bulk Archive categories
We use tracking categories of building jobs. It would be great to archive the tracking category once the job it complete. Allowing a P&L by tracking category report to only show active jobs.
118 votes -
New invoicing | Send - Rich text editor format
Please change the editor in the email copy, when sending an email & creating an email template, to a rich text editor. It would be useful to be able to bold/highlight particular lines especially when invoices are late & reminders are being sent
20 votesHi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.
That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.
If we make any further plans around adding a tool bar back into the email window we will be sure to keep you updated of this here.
Hi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.
That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.
If…
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Receivable Invoice Detail report - Add the Project Name
Add the Project Name to the Receivable Invoice Detail report
2 votesThanks for sharing your idea in the community here, Trevor. We don't have plans for adding Projects to other reports in Xero at present but we'll start to get a sense of the interest for this in your idea here and share if there are any changes.
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Projects - Add a Customer Sales Order to the Project
Xero Projects - have the ability to add a Customer Sales Order to the Project, and this defaults on the Invoice Reference field when we invoice the project at the end of each month.
2 votes -
New invoicing | Files - support .eml file type
The Classic Invoicing allows .eml (downloaded emails) to drag and drop into invoices from downloads. The new invoicing DOES NOT allow this. Please reinstate this function to the new invoicing as it is an essential part of loading invoices (uploading (drag & drop) downloaded emails providing instructions and authorization evidence for auditors). Kelly, please confirm that this function will be continued in the new invoicing. Thank you.
1 voteAppreciate you highlighting this, Gemma - Understand what you mean with the .eml file upload within new invoicing.
I see you recently connected with our specialists at Xero Support on this who directed you here, however this would be best for us to investigate deeper with you. I've re-opened your case and our team will be in touch directly soon so we can get more insight into this one.
So, while I'll move the idea here to Not planned we're definitely interested to explore this further but best done 1-on-1. 🙂 Thanks
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Bank Reconciliation - Column to show which user reconciled transaction
Bank Reconciliation - Having a Reconciled By column.
It would be very helpful to have a column in the bank account transactions screen that shows who reconciled the transaction. I have a client who thinks they are helping by reconciling their own transactions only to get most of them wrong. If there was a column showing the reconciler then I would very quickly be able to ascertain the transactions i need to review by running a history and notes report for that period.3 votes -
NZ GST Return- Ability to only show a single line per invoice on the Transactions report
When running the GST Transactions Report, each and every line from each invoice is reported separately, creating a ridiculously large report.
Perhaps there could be one single line per invoice, reporting the total GST for that invoice? Like it used to be?Thanks
3 votes -
Bank rule - Ability to set up overpayments to a supplier
We have standing orders set up for multiple properties for water rates, business rates, electricity and rent all of which are invoiced quarterly/six monthly/annually.
Can we have the ability to create bank rules for supplier overpayments to a contact??
4 votes -
Income and expenses by contact - Filter using tracking category
We run multiple branches out of one Xero ledger. We find the income and expenses by contact report very handy to track sales data, however it would be much more useful if we were able to filter by tracking catagory (for our instance we track branch locaiton).
7 votes -
Projects - Ability to assign to estimated expense category from the bills screen
When assigning a bill line to a project, it would be good to also be able to select the Estimated Expense category from this same screen rather than having to manually add from within the Project. Or at least be able to bulk assign from the Projects screen.
4 votes -
Invoice/Bills - Notification when draft invoice automatically created
Send an email when a draft invoice (or bill) is created automatically.
When a draft invoice is created automatically, I want to be notified. By definition/design, it needs human attention before getting approved and issued. So I would like a human to be told it has happened.5 votes -
UK Payroll - Unscheduled pay run in advance should only stop updates to staff included in the run.
UK Payroll - when an unscheduled pay run has been posted for a period it stops any updates to salaries even when a full payroll hasn't been posted. It makes sense that a full run would stop updates but only people included in an unscheduled pay run should be barred from having updates applied. For instance, with an unscheduled run posted I can't adjust starting dates or salaries for staff, and these may have changed after the unscheduled run was posted.
2 votes -
Find and Recode - Option to change invoices/bills back to draft
Is it be possible to add a section to 'find and recode' where you change status from approved back to draft? It would really help if hubdoc imports a number of documents incorrectly - tthen the fix can be done on bulk transactions
2 votes -
Invoicing - Longer Reference field
It would be better is the invoice reference could allow for input of longer names, without scrolling, so it's all on one line on the invoice.
Currently, the invoice number character length and the invoice reference character length are the same, which seems odd, as usually the invoice number is just a few characters, but the invoice reference can be long (project name, case name etc)13 votes -
GST Audit Report - Page number to appear at top and bottom of screen
GST Audit Report Page number selection to also appear at the top of the screen as well as the bottom of the screen. This would be beneficial to the user so they do not have to scroll down to the bottom of the screen to select what page they wish to review/go to. saving time for the end-user.
7 votes -
sales invoices default landing tabs
When I save/submit for approval an invoice Xero always takes me back to the Sales Invoice "Drafts" tab - it would be great if the default was to take me back to the same tab
1 voteHi Carla, just to check when you say take you back to the same tab would that be the same list view that you started from or the same invoice that you have just saved?
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