1082 results found
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Sales Invoices - Sales Overview Screen
Please add a column that shows the Sales Representative name.
1 voteHi Jadé, when you say sales representative can I just check how is this information currently being entered in Xero? For example have you set up a tracking category to track the sales representative, or would you be wanting this information from the user that created the invoice? Will be helpful when sharing your feedback with the team.
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Assigned billable expense to pass on invoice paid as support to customer when rembursing via Xero invoice.
Allow billable expenses to automatically carry over attached supplier invoices/receipts from the original bill to the customer invoice.
This would reduce duplication, save time, and minimise follow-ups by ensuring reimbursement invoices already include supporting documentation.
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If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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When attaching a document to a Quote
When attaching paperwork from suppliers (eg: Quote, Delivery Docket or Invoice) to a Quote, Purchase Order or Bill, it would be good if this paperwork followed the Quote/Purchase Order through to the bill. As it is now when I create a Purchase Order and attach the Quote & Delivery Docket once the item is received, I then change it to a bill and when it’s a bill it has no attachments, this is where I have to re-attach the same paperwork. It would be great if everything that is attached to a job is all there when it’s changed to…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability to add Groups/Headers to invoices and quotes
On Invoices and Quotes, being able to add rows which sole purpose is to form a header or a group.
What I mean by this is, for example, if I was doing a decorating job for a customer where I was decorating 2 rooms, for ease of understanding, I could separate the materials and costs for each room and group them under a respective header/group, thus allowing them to be easily kept under one invoice/quote.
This would also work really well for quotes where a job may have multiple options for a customer to potentially choose from.
I have used…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Search Quote by "City"
There is multiple quotes that i want to search by "CITY", but it seems that it is not possible.
Can someone guide me how to action this?
-Frustrated Customer
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Add return to draft bills button on approved draft bill screen
Add a button to return to draft bills after you have approved a draft bill - at the moment you have to go back to bills overview and then click back into draft bills
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Recording on invoices if CIS statement has been received
On invoices with CIS deductions can we have a button or something to indicate if a CIS statement has been received for the deduction and then a report for which invoices haven’t received a CIS statement so easier to see who needs chasing rather than keeping a separate spreadsheet elsewhere of received CIS statements.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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History & Notes - Xero Mail - Log of mail sent via Xero Have a log or register of all emails sent with detail of contents
History & Notes - Xero Mail - Log of mail sent via Xero
Have a log or register of all emails sent from a Xero organisation with detail of content, recipients, senders, and date of send.
Purpose: Validity when being queried by customers about a transaction, verifying payments and collecting debtor payments. Proof of interaction.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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An alert for missing email address for NEW customer / contact
We had a NEW customer that was added with no email address. This meant than when the invoice reminder email was meant to be sent the email didn't go. The system should alert you this field is empty as a lot of Xero communication is done through email.
The only way I noticed this was in the Sales > Invoices > Awaiting Payment list there was a small 'Email missing' message.
Would be better if this was in red letters to draw attention as there is currently no manual way to re-send the email that didn't go. (I have made…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Add ‘Clear All Quantities’ Option for Copied Invoices
When copying an invoice, users can now edit the copied version, and all information from the original invoice automatically carries over. To make this process more efficient, it would be helpful to add a “Clear All” button for the quantity column. This would allow users to reset all quantities at once instead of having to manually change each line item to zero before entering new quantities.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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invoice / credit card details
I need to receive payments from a credit card entering the information manually
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Sales Invoices - Awaiting Payment
Sales Invoices - Awaiting Payment - show contact email as a column
We import our data for invoicing and only the customer name/contact is in the file. When emailing out the invoices after import, we use the "Awaiting Payment" screen but unable to see if there any new customers so we have to review the "Statements" tab beforehand. This will save time and effiencies within our company.Perhaps, the screen columns we are all wanting could be added but with a X box so columns could be hidden if not needed, therefore collating a few thoughts at once ?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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move new invoice button where it's visible
How hard would it be to move the one button that we all use the most to a place where it's the most visible? I get that countless hours have been spent on the new look, but this is a tool, and it needs to be practical before all else.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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recharge
You can copy an invoice over to a draft invoice, and you can copy a bill over to a draft bill, but you can't copy a bill over to a draft invoice. This would be really handy for recharges. E.g., Our company has been charged for a parking fine, we would be able to add it to xero as a bill, and then copy that bill over to an invoice to the correct correspondence for a recharge.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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New credit note does not show Customer Contact Account Numbers
Your NEW credit note is no use to us as it does not show the client account number (not the bank the contact account number). If you are re-designing a layout at least keep the info you could previously see! Update before this is mandatory please
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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repeating invoice
Repeating invoice placeholder should have last month option as I need to do last month invoice in current month. by default it takes current month.
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Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Create a Credit Note from Projects
Whilst purchase credit notes can be assigned to Projects, a Sales Credit Note can't be raised from Projects in the same way that a Sales Invoice can from Tasks and Expenses. Anegative invoice can't be created - the error message "The invoice total cannot be less than zero." appears.
Therefore, Sales Credit notes don't automatically link to Project costs and get marked as "invoiced".
This direct linking needs to be added.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Sales Invoices - option to change default view to 'All' Invoices
Could there be an option to change the view of how we see Sales Invoices. At the moment when I add a new invoice it then goes back to Sales Invoices Awaiting Payment as a default. I want to change this default to 'All' Invoices. You already offer the option to change the view for Bills, could it not be for Invoices also please.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Remove Achieved Product Codes from Repeating Templates
I have seen there is already a thread for this in Repeating Bills, but we recently streamlined our product codes and archived the old ones.
However, Xero is still showing all the achieved codes when you create or update a repeating! This does not happen with raising normal invoices. I can see this causing errors in the future and am surprised at the oversight by Xero.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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halopsa
We use, and our customers see the HaloPSA Invoice number ($invoiceid), however Xero displays its own invoice number, with no place to cross reference the HaloPSA invoice number. We would like the HaloPSA invoice number somewhere in Xero so that we can easily cross reference it
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Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
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