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357 results found
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Aged history report for suppliers
Transaction/summary report for suppliers but showing history in aged format, to be able to report on what we;ve spent with a supplier for the last 12 months - Each month!
Xero really need to look at producing a report generator like sage had, so we can create any report we need.
2 votesHi Les, the Aged Payable Summary or Detail reports will produce what you're asking here. In terms of setting this up for a 12 month on month view you can change the Ageing Periods option to '12' periods of '1 Month'.
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Credit notes- bulk allocation
Option to apply invoice or bill credits in bulk to invoices
Purpose: To save time from manually allocating invoices one by one.436 votesThanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
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Debit Notes - Add a feature for Debit Notes issued by the supplier
To request with Xero to add in Debit Note feature, which it is issued by buyer/ purchaser to the seller where under this circumstance a debit note is given by the buyer/purchaser to the seller to reduce the total value of the bills/invoices.
Currently, only supplier can issue credit note, but as buyer in Xero can't really generate debit note if encounter return of stock/reduce total value of purchase invoices & etc
19 votes -
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.
6 votes -
Bills List View - Add a Notes / Reminder section
Insert a Notes section on the Bills You Need To Pay screen.
For example, I can enter a due date, planned date etc .. but a section for Notes that can include a little reminder for example "confirm A123456 has been delivered"3 votes -
Inventory - View history of sales
previous invoice pricing to a customer, I want to see who i sold it too so i can do the same pricing, Instead of the history of products and invoice just say Invoice and Bill
1 voteHi everyone, returning to the idea here as mentioned in my last update you can use the Inventory Item Details report grouped or filtered by Item Name useful for this information.
If it's something you'd like to refer to often, star and favourite the report to make it available from the menu drop down list. 😊
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Contacts - Add notes/categories to contact email addresses
It would be really helpful to be able to add a note/comment next to contact email addresses. Such as "Use if sending a remittance", "Only use for purchase orders" or "Business owner - only email if urgent". These comments could sit under or beside the email address in the contact's edit section so that it doesn't crowd the side bar of information. That way we don't annoy the customer by sending some emails to the wrong account and we also don't need to keep sticky notes for such specific customer details for each of our many clients.
9 votes -
Invoice / Bill - Copy to a Credit Note
Hi,
You can only create credit notes to Invoices or Bills if these aren't marked as paid on Xero, or by creating them as new items from contacts or using upload via Hubdoc.
I think it would be beneficial to allow the creation of credit notes from bills or invoices that are already paid. Very often, there is a requirement for a credit note to be created when the bill/invoice is already paid. Adding the feature to allow creating credit notes based on the information already recorded on paid bills/invoices would save a lot of time in dealing with creating…
110 votesHi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
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Contacts - Show Contact Details on Customer Activity Page
I would like to be able to see the "Contact Details" as a little box on the left side of the Customer Activity Page. See my example attached.
I use the 'contact details: notes' section to add notes about some of our jobs, because the History/Notes section is useless. I would like to see the ability to move the customer tabs around and display what we want to see on the activity page.
Not every single one of my customers has an additional note, so I don't always remember to click over and double check it. I…
2 votesThanks for taking the time to share this suggestion Justine.
I can certainly see how having those specific notes visible right alongside the transaction feed would improve efficiency and make sure key information isn't missed.
While this isn't in our immediate plans to make changes in this area, this idea is open for support from other community members, and we'll keep a close eye on the interest here.
You may also wish to vote on and share your thoughts on some similar ideas regarding how notes are viewed in Contacts:
Contact List - Viewing notes from the Contact List
Contacts - View all transactions history & notes from contact record
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Credit Note - Add a Credit Note from the "+" menu banner shortcut
Why make credit notes so difficult to create?
41 votes -
Attach Notes to the month column.
Attach Notes to the month column.
I produce monthly P&L custom reports and add explanatory notes for large variations etc., when I add a new month column, the notes are stuck to the column number rather than the month, eg. I add January, but the variation notes I entered for December are now on the January column and I have to unattach them then reattach them to the correct column.1 vote -
Inventory - Visible notes for users to see when using an item
We sell software from various vendors and many have rules relating to how their products are sold e.g. "Must include min of one license of X before customer can order any licenses of "Y" OR "Software Maintenance should be ordered with the licenses, otherwise it is ordered as a "Maintenance Upgrade" (with different pricing), and many other examples.
Updating these each time a new price list is issued must be done manually as Notes cannot be imported or exported making it very tedious.
Also, with Notes being at the bottom of the screen and needing to be expanded to see…
7 votes -
Xero Advisor Financials - Automatically fill notes or alert if figures don't match
Currently notes need to be updated manually on the financial statements (as far as I am aware). New accounts need to be added to the respective notes otherwise the figure in the notes will not match the figures in the financial statements.
I feel that this is inviting error as inevitably there will be times where this process is overlooked.it would significantly simplify the process if Xero recognises where a note is connected to a financial statement line item, and then automatically fills in the notes with the same accounts grouped in the financials.
at the very least, there…4 votesHi community, I'm Brigitte, a Senior Product Manager from our Xero reporting team. We’re doing some research on how partners manage notes in Y/E financial reports, and we’d love to hear about your current workflow using report templates.
How you can help:
- This conversation will take about 30 minutes via video call
- We'll ask you to share your screen to walk us through your current process of preparing/reviewing notes
If you're interested, please use this link to choose a time that best suits you.
If none of the available times work, just reply to my update with a preferred time, and we’ll do our best to accommodate!
We greatly appreciate your constant support & valuable input for the reporting team! Thanks so much.
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Reporting - Add Notes to Statement of Cash Flows
Add Notes reference for Statement of Cash Flows for totals.
When preparing financial statements it is not possible to add a Notes reference for total lines. This is extremely frustrating as we normally have a note reconciling the net operating cash flows to the net operating profit. This requires PDF correction after exporting from Xero.Please add functionality to add a Notes reference for total lines in financial statements.
2 votes -
New invoicing - Untick sent when invoice is edited
New Invoicing My issue is that when an Invoice has been amended after it has been sent. I have found that currently the tick is still in the box as Sent . I think it should not be ticked until the amended invoice has been emailed again. I sent it twice to a customer Also The History and Notes on that Invoice Show it was updated but not emailed straight after I edited it. Anyone else having issues with this?? Maybe I should log a support call for it. If so let me know
10 votesThanks for your idea and feedback, Maria. I'm just checking in with the team on the history for the send in the second part of your post here.
In terms of the sent box being ticked. This is automatically ticked when the invoice is initially sent and does not change when an invoice is subsequently edited. Appreciate this might be something that would help your processes and I've slightly amended the title of the idea for this.
While we don't have any plans for this right now, we'll begin to get a sense of the interest in this, here.
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New Invoicing - History to include if invoice is resent
When an amendment is made and the invoice resent it needs to record who it has been sent to
373 votesHi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
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Xero Accounting app - Bank reconciliation: Show notes first
I have a client who is VERY mobile active. I noticed on the bank reconciliation page that notes are multiple taps away. On a transaction, three dots, then view note, and then one more click to go back. It was be fantastic if the default on the bank reconciliation page on mobile was to show notes first, like the discuss tab is defaulted to show first on the web application. Then I could instruct my client to view the bank reconciliation on their mobile to see what information I am requesting.
3 votes -
Customer Invoice Report - Ability to view separate columns for Credit Notes and Payment applied to invoices
The existing Customer Invoice Report has a "Paid" column. This column shows the payments allocated to an invoice. This column excludes any credits allocated to the invoice.
The new Receivable Invoice Summary report has a "Payments/Credits" column. This column shows the combined amount of payments AND credits allocated to an invoice.
I need to be able to run a report of invoices that shows ONLY payments allocated to each invoice. This is a crucial need for us. We need to know what amounts on invoices were paid by customers (i.e. payments) and what amounts on invoices were not paid by…
24 votes -
Invoice - Add notes/comments line item
Ability to add 'comment' only lines on invoices that run the full width of all the invoice table boxes.
Purpose: Users often want to add some comments specifically to a client in the line item.
100 votesHi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
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Tracking by customer notes
this is aimed when there is more than 1 user:
Is there a way to log in and see the latest customer activity notes per date?
We are a retail shop, & have many customers in & out.
I'm looking for an easier way to log in and see a timeline who's been in store and what's been enquired about etc
Based on the clients notes which are date stamped1 voteHi Mike
It seems like you would like to view the notes entered for contacts. To view notes entered for contacts, you can use the History and Notes report. Simply filter the report by setting the type to Contact and searching for the word "note".
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