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1013 results found
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New Invoicing - Receive payment for an invoice before sending it
Immediately after creating an invoice, you approve it, then a series of boxes appears at the bottom of the screen allowing you to receive the payment. Once payment is applied you can send the receipt to the customer. This is ESSENTIAL for accepting cash payments or any payment made at the time of delivery but before sending the invoice. Please add this feature from OLD invoicing to New invoicing.
3 votesHi Fiona, it's not necessary to send an invoice before adding a payment. Once an invoice is created in new invoicing the default option is 'approve and send' but 'approve' can be selected instead. A payment can then be added and receipt sent, with a similar workflow to classic invoicing.
Atm there's no way to set the default approve option for an invoice. However, this has been raised as an idea across here if you'd like to add your vote. 🙂
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Checks - Control Printing Order
I haven't yet been able to determine what order checks print selected bills in, and they seemingly change their sort order if you select them to print again. Is there a way to control the order they print in to come out alphabetically by payee, so that we can more efficiently match them up to the letters they need mailed out with? Or, have a way to select how you want them sorted (i.e. by payee, memo, etc.) on the Pay by Check screen when printing multiple bills?
9 votes -
Reporting - Option to remove the Date from the Footer of all reports
The print date that now appears at the bottom of reports is useful for some reports and circumstances, and I understand this date is now turned off for Published Reports.
However we do not 'publish' our financial statements - we send our financial statements to clients in a practical and informative pack instead. This is a more efficient, professional and streamlined approach for us.
Showing the print date on these financial statements is of concern, due to various issues including the lag time between preparing and approving the report. It is also not ideal when preparing the directors resolution and…
70 votesIt's good to know the small changes that can make a difference to our customers. Thank you for all sharing with us on the idea, here. Our team are looking into a solution at the organisation level, that'd enable you to remove the Date from footer for all reports exported to PDF. While they explore this we'll move the idea to Under review and I'll be back to share more as this moves along.
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Bills - Option to show lines as Tax Inclusive
When entering bills as "Tax Inclusive" line items, Xero automatically changes it to "Tax exclusive" line items.
When trying to edit the bill to show tax inclusive line items, it again auto reverts to tax exclusive per line item.
I am requesting Xero to allow for having a choice between Tax Inclusive Bill line items, as well as Tax Exclusive. Why? This is because it is easier to reconcile due to the payment being tax inclusive.53 votes -
Quotes - Split quotes into multiple invoices with relationships and automatic “Mark as invoiced” functionality
Our work is often quoted at the project level, with invoices being issued monthly for the duration of the project until the quoted amount has been paid and the project completed.
Currently, we create the quote, and then subsequently create invoices - manually keeping track until the quoted amount has been invoiced, at which point we mark the quote as invoiced.
It would be helpful if;
- We could split the quote into N invoices automatically with the total invoiced amount over N invoices equalling the amount in the selected quote.OR
- When a quote is marked as accepted but…
2 votes -
Bank Reconciliation - Summary Report with Imported Statement Balance for all banks
Can the new bank summary report have the option of adding in the imported statement balance for each bank account. This would provide a quick way of checking which accounts need more work rather than having to check each reconciliation report for each bank account when there are multiple bank accounts (I have 10+ and it is arduous having to run each reconciliation report just to check the balance)
7 votesHi everyone, while not a direct solve for the idea here we wanted to share a recent release that improves customers ability to confirm their bank balances using the new Bank Reconciliation Summary report.
With the new report you'll now find you can enter a Bank statement ending balance. This means where an imported statement balance has not imported, or doesn't match your actual bank statement balance you can now enter an amount and update the report. Xero will then calculate the balance out by based on the amount you've entered in this field.
Currently this is still on a bank by bank run report, you can switch between banks you have in your organisation from the Bank account field.
If there are any plans to develop a view across all banks at once we'll let you know here.
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Contacts - Add field for SWIFT code that populates for batch payments
Request SWIFT code field to be saved under particular contact as bank account number, so that it could auto populate in the batch payment.
31 votes -
New Invoicing - Reduce lag in items column and change pop up message location
Reduce the lag in items column when searching, it takes too long to search, sometimes up to 4secs! Please also change the location of the pop up message "default contacts have been applied", as when I start a new invoice the pop up message appears in the bottom left, but I'm trying to look at my contact info and enter items. The pop up box lingers too long and covers the information I need to read! This is frustrating every time when creating multiple invoices and I have to "x" the pop up message away each time, which then causes…
11 votesAppreciate your feedback here, we're currently working on some updates to the line item grid where you enter the detail of your invoices and the 'Item' field is located. Part of the work the team are doing in this space should also address issues you've noted in the loading of items when you're invoicing.
We'll keep you updated of this change here.
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Bills - Share and transfer an approved bill to another contact
Ability to share and transfer an approved bill or purchase invoice to another Xero account as a bill or purchase invoice.
Purpose: There is a need in our business for managing bills by 2 external parties
5 votes -
Organisation settings - Ability to set colour of screen and fonts of display.
I would love to be able to adjust background colors and font colors. I find working for several hours in Xero leaves me with eye fatigue and headaches.
25 votes -
Xero Expenses - Ability to edit exchange rate
"As an employee submitting my expenses I don't want to be left out of pocket because Xero Expenses doesn't allow me to set the exchange rate I was charged by my bank."
Xero Expenses uses XE.com exchange rates for foreign currency exchange rates and it's not possible to override/change this.
It should be possible for the employee, or approver, to manually set the foreign and domestic currency amounts, or set the exchange rate itself.
34 votes -
Billable Expenses - Assign single line items to separate contacts
Hi there, I would like to be able to assign line items (that are the same) on a bill to multiple customers.
i.e. 2 x oil filters, assign ONE of each to separate customers without having to enter them on separate lines on the bill to do so.
Also, when creating an invoice and viewing "items to assign to a customer" I would like to be able to see the Supplier AND their invoice number in that list.
6 votes -
Ability to add multiple money in/out for cash flow forecasts
We have a Google Sheets cash flow forecast model, but my boss likes to review the business cash flow forecast in Xero using Analytics Plus. This entails me entering a lot of money in/out predictions for items not yet in Xero. It would be great if we could import these instead of having to do them one at a time, alternatively if there could be an option for the forecast to include bills and invoices in Draft or Awaiting Approval status.
1 vote -
Navigation | Edit display picture for organisations in dropdown
It's very hard to tell multiple organizations apart, particularly if they have the same initials. Currently, Xero simply displays the organizations' initials. It also assigns a random color to each organization. It would help distinguish these greatly if the organization settings allowed me to upload an avatar for each organization. Xero's Demo Company already illustrates how this feature would look. Also, it would help edit the color Xero assigns so that the color could match each organization's branding.
7 votes -
Invoice Settings - Separate Number Sequence for Credit Note
Currently, in the Automatic Sequencing setting, the invoice & credit note share the same number sequence. However, for tracking purpose, we prefer to have a separate number sequence for credit notes. Therefore, would like to request an additional 'Next Number' field for credit note, which can come with an option to share or not to share the number sequence with invoice.
35 votes -
Lock dates - Ability to edit reference of an invoice in a locked period
Sales Invoices - Ability to edit a purchase order number on approved/sent invoices when accounts period is locked.
Purpose - ease to amend non financial adjusting information.
20 votes -
UK Payroll - Option to edit the Payroll dashboard
It would be helpful to edit the layout of the Overview payroll dashboard, as you can do with the normal Xero accounting dashboard.
I can't understand why the 'pay employees' widget is at the bottom, surely running payroll is the primary function so why isn't that at the top? Not all business use the leave and timesheet function, they should be considered secondary.
4 votes -
Xero Projects - Search Tasks within a Project
We are a small consultancy firm and we do work for customers for multiple sites. We set up our projects where each task is a separate site. We need to be able to search for these tasks but the search option only allows searching at a project level. Can you please update the functionality to be able to search based on task name?
6 votes -
Xero Expenses - Easily add expense to employees next payslip
Once expenses are approved it would be fantastic to have an option to "send" this to their next approved payslip rather than having to manually add this to the payslip.
Seems madness this isn't implemented already - what is the point in doing everything in Xero if you need to faff around making adjustments for details that are already in the system.
Employee's submit expenses - so you know who needs reimbursed already.
23 votes -
Budget Variance Report- Tracking categories in edit layout
Regarding the budget variance report, I wish to be able to add a column and select both tracking categories i.e. by program and session in "edit layout". Our goal is to produce a report which we can see the actual v budget of each program by session i.e. Columns as follows; Budget 'Program' Session 1, Actual 'Program' Session 1, Budget 'Program' Session 2, Actual 'Program' Session 2, Budget 'Program' Session 3, Actual 'Program' Session 3.
If you create a new budget variance report, you can initially filter by both tracking codes. However, if you choose to "edit layout" and add…
13 votesHey Community 👋
Earlier this year we rolled a change to our budget variance report, that allows you to select multiple tracking categories when adding a new column in the Edit Layout mode.
I've attached a screenshot of where these tracking categories can be found, but for more info, check out our Budget Variance article on Xero Central!
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