11 results found
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2 votes
Hi Heidi, just to check by CPA do you mean continuous payment authority a an option?
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I have just had my first experience with issuing an Invoice following the new Xero invoice formatting.
I have just had my first experience of issuing several Invoices following the new Xero invoice formatting. For context, this is the first time ever, in 7-years of business, that clients have actually picked up the phone and expressed disappointment in the formatting of my invoices. Xero, it really is not great, when clients feel the need to phone me up to express concern...
The invoice layout is really quite poorly constructed, and feels like it assumes that Xero customers are typically working in E-Commerce, and, dare I say it, on the other side of the Atlantic. I write this…
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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more flexible user permissions
Currently Invoice Only (Approve and Send) permissions does not allow an employee to connect to third party software in order to import invoices into Xero. If Standard permission is granted, the employee then has access to bank accounts. This is not what we want. Please could Xero look at a way to customise Standard role permissions in order to have flexible permission settings.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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cos -
Purchase GL Code – Reference Field
Sales invoice reference in the Reference column.
This makes each transaction easy to identify, trace, and reconcile1 voteSorry Lisa, it's a bit hard to interpret your idea here can you share a little more detail about the report you're running and the change you're looking for here to enhance your use of Xero?
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Project reports & sub categories
Not sure if this has been raised before but, can we have sub categories on projects? Or have the option to insert the tracking categories in the project reports? Most software has this option but I feel that Xero is lacking. Yes i can use the Tracking category feature but I am not able to get a project activity report (per project) with these listed on there. I would like about 10 project subcategories for example Labour, Materials, Staff costs etc. I have set up these as tracking categories (under a "project" heading) and can select them on each Bill…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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custom templates
Custom Template - Currency specific bank details
Can bank details be added to a custom DOCX invoice/statement template as a merge field or placeholder that automatically identifies the currency and pulls through the corresponding bank account details?
We have 3 different bank accounts for different currencies, so ideally we’d like to use one template rather than having a separate template for each currency.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Sales Invoice - Include Attachments when sending invoices in bulk or significantly increase the number of lines that can be included on a sa
This is critical for a customer as they have significant low value transactions and can be invoicing in excess of 1000 lines a month.
Currently a separate Excel file is created and attached to the invoice, which summarises that totals say one line with Qyt of 1499 @ £7.50 and another line with Qty of 1350 @£27.00.
Each individual invoice is then sent out manually so that the attachment is included.
If the bulk send is used then the atrtachments are not included, even if the include attachments is ticked.
This must be fixed as the process is inefficient and…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Awaiting payment
Ability to view bills awaiting payments by suppliers, aka a list of suppliers and total of invoices awaiting payment within date range, rather than a list of the bills themselves which can carry over several pages making bulk payments more complicated.
1 voteHi Jack, it sounds like the Payable Invoice Summary, or Aged Payables Summary reports would meet your needs here?
Both these reports can be adapted with filters and grouping.
Or can you share a little more information on your needs and steps you'd take from this view?
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Search - Auto default cursor
Instead of a search button, the search field should be displayed by default and the cursor should default to that field. That way we can just type our search terms without first clicking on a button or a field.
2 votesThanks for sharing, Douglas. I see you've posted int he Invoicing forum and I just wanted to check if you're referring tot he Global search (in the blue banner) or the search bar within invoice lists?
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Linking timesheets approved by the client to invoice generation
The clients that I provide services to seek as supporting documentation a timesheet that has been signed off by an authorised representative of the client. At the moment I use an excel spreadsheet to do this then manually generate an invoice on the total agreed hours. It woud awesome to have feature where you prepare a timesheet in xero, xero sends a link to the approver to sign the timesheet then xero pulls the hours into a invoice + any agreed expenses (with supporting invoices and signed off timesheet)
4 votesHi Harpal, thanks for sharing this idea!
To make sure we’re heading in the right direction, we’d love a bit more information on your specific workflow.
Could you please confirm if you are looking for:
- The ability to add project time to invoices using Xero Projects?
- Or, are you asking for an integration with the AU version of Xero Payroll, so you can more easily link employee timesheet hours from Payroll directly to your invoices?
Knowing which tool you're currently using (or would like to use) for this process will help our team better understand the request. Thanks!
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Sales Invoices - Sales Overview Screen
Please add a column that shows the Sales Representative name.
2 votesHi 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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