1114 results found
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Quotes - Reduce number of steps to create and send
New quote screen has created a lot of extra steps in creating quotes
i.e.
- moved buttons out of intuitive workflow space
- save button now hidden at top right instead of at bottom of quote
- quote numbers less visible once saved
- sending a saved quote takes a lot more stepsUnderstand the need for new framework but the workflow changes have made creating quotes longer and more complicated. Thanks.
26 votes -
Reporting |Credit Notes - Date allocated
When allocating a credit note to a customer invoice we need to be able to report on this event and no date is stored at the point of allocation.
In the current system you can see credit notes allocated against invoices only when in the documents as a credit note displays similarly to a bank payment. You can to an extent identify credit notes allocated against invoices by running reports against the Accounts Receivable ledger, filtered by source 'credit note allocation' but you cannot filter this in any way to see recent events. The date of the allocation is deemed…
7 votes -
Invoicing - Choose which columns to show on the Invoices screens
It would be great to be able to choose which headings are visible on the default invoices view. There are some customisable reports which allow you to run a report with your preferred view. But for others such as repeating invoices there are no options.
Our company has different teams, so for these it would be good to customise the column headers, to show the contact groups the client belongs to. This would allow us to forecast what upcoming invoices are due for each team, so that they can allocate resources accordingly.
Ideally the following would be helpful
1) the…19 votes -
Invoice - Export invoice link
To include invoice link in column fields when exporting invoice details.
Reason: During times of audit, we will need to extract the invoices and it has to be done 1 by 1.
With this function made available, we are able to provide the links to the auditors in 1 click of a button.14 votes -
Invoice Reminders: Ability to select that reminders only go to original recipient/s
Here's a copy of my note to Xero Support & their response below:
Hi,
I prefer to check 'include in emails' for all contacts in an organisation, as the quote & invoice recipient/s often vary & I find it simpler to delete unnecessary recipients from the list on each quote or invoice than to add them. I've only just accidentally realised (after years of use) that invoice reminders go out to every email address in an organisation that is 'included in emails' & not just the email recipient/s of the original invoice - I've been unintentionally sending reminders to multiple…9 votes -
Credit Note - Flag up credit notes when entered twice
When you enter an invoice it flags up to say that it has already been entered, with a credit note this function is not available, could this be added?
20 votes -
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…
34 votes -
Sales invoices - Provide link to view unpaid invoices
email with 1-click link to list of unpaid/open invoices...
When invoices are sent from MYOB, the email includes a link to a webpage which individually lists all unpaid/open invoices. This a great feature especially for accountants when they get a statement and find they are missing an invoice (this link would also be a great option to add this link to statements!!).
Essential to not require signin or Xero to access
5 votesIs there a particular reason you'd specifically not want the user to login to Xero to view this information, Ben?
Currently as you may be aware, there's an option to include a link so that your customer can view outstanding invoices they have with you - See more here
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Invoice Templates - Drag and drop invoice designer
How come the process of designing invoices is so painful? It would be great to have a built-in drag and drop invoice designer. I realise it won't be easy but it's mad that our only option is to design them in Word. There are so many sites that allow similar functionality, albeit for non-finance related areas like marketing.
30 votes -
Notification - Alert when e-invoice fails
Very very occasionally, sending an e-invoice will fail. When this happens, currently the only way to find out is to follow up with the client about their unpaid invoice, find out they never received it, go into the individual invoice and look at the history. An alert would be very useful.
5 votes -
Invoice - Show Domestic Reverse Charge VAT on Invoices
Show the total amount of Domestic Reverse Charge VAT on an invoice, to make it clear to the customer what is due by them.
It is not necessary to show the VAT amount on each line, when it is the same for the whole invoice.
While Xero may be compliant with HMRC, it is not right for businesses who are being repeatedly asked for this information to be shown on invoices. It would be a simple fix for Xero as the functionality is already in place.This is on a discussion thread with plenty of users requesting the same thing.
17 votes -
Sales - Ability to calculate commissions
Ability to track Sales representatives commission for each sale.
Each invoice to a customer will require a commission calculation to be made and accrued to the reps account.Purpose: Ease of keeping track of commissions owed, and a pulse on cashflows
34 votes -
Invoices - Option for 'Tax point' field in invoices
The need to have an occassional tax point date that is different from that of the invoice date has arisen, usually found in the retail sector, and there is not currently an ability to add the field to the sales invoice form. Can there be the ability to have this feature added, albeit a hidden one? Currently the work around is to create an invoice outside of Xero and send that version to the client, causing additional workload. We have been seeing this from vendors for years but the workaround there is entering in the tax point as the invoice…
6 votes -
Invoice Reminders - Ability to send manually
We need to be able to send reminder letters through Xero but as and when, and to all customers, not just those that have fallen overdue since turning on the function. We have just migrated and have to go through each account and send an email outside of Xero to chase these so therefore no audit trail. This seems a key feature which is missing and easy to implement.
17 votesAppreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
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Quote - Ability to create template in Quote section
Please consider adding templates in your quoting section , this is a simple but extremely helpful and time saving tool to have when quoting , saves huge time and at the end time is money.
The inventory items in the templates need to automatically update with latest prices when utilized.
Really hope you consider this …
14 votes -
Invoice - Link back to project from invoice
I would like to be able to have a link to click that takes you back to the project that the invoice was created from. There is a note to say what project it was but I have to go to projects and find the project, I would love for this note to be a direct link to the project.
15 votes -
Sales Invoice - Mark as shipped or processed
Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.
An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.
A tracking number would be useful, too. Setting it to "shipped" would send…
29 votes -
Invoicing - View invoice references when allocating credit notes
Reference column in the Allocate Credit to Invoice view.
Purpose: To save user's having to open the credit note to see what invoice to apply the credit to.
4 votes -
Invoicing | View outstanding bills - Simpler process to access
Title says it all, the current process requires a customer to full sign up with Xero (and be almost/forced to PAY) just to see an invoice history.
This should be accessible via a rotating link where the current "View all invoices" link is in the upper right -- or extremely simple login system that just takes an email and password.
5 votesHi Adam, understand that there can be confusion for a customer if it is their first time making use of the link and not already having a Xero account.
The need for the user to create a Xero login to access and view their outstanding invoices with you if for yours and their security in the information that can be viewed.
Appreciate you may like a simpler sign up process for them and I have slightly adjusted the title of your idea here for this. It's not something we have intentions of developing at this time, but we will get a sense of the wider interest from your idea here.
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Invoice Payments - Collect GoCardless "ASAP" instead of on Due Date
It would be really good to have a tick box on the Invoice creation page similar to "GoCardless: Collect ASAP" which would cause the payment to be collected ASAP as opposed to on the Due Date of the invoice.
For customers who already have a mandate set up via GoCardless, using "+0 days" for Repeating Invoices or "Today" for standard invoices as the Due Date resolves the problem in a way - the money is collected ASAP.
But for customers who do not have a mandate set up, things get even more complicated.
We generally set the Due Date of…11 votes
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