21 results found
-
1 vote
Hi Heidi, just to check by CPA do you mean continuous payment authority a an option?
-
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?
-
Quote copies from Xero do not show emailed addresses list
User's copies of the purchase orders, invoices and statements do show the list of email addresses the document was emailed to. But a quote is emailed to each address separately and the user's copy does not show those addresses. It is illogical and make more difficult to check the email trail.
Please amend the quote emailing procedure so it operates the same way as the invoice/statement/purchase order message.
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 🙂
-
Group lines for simple customer facing invoice
I would like to be able to group multiple lines on an invoice into one line. We use a lot of intercompany transactions and for accounting purposes it makes sense to allocate when we send out the invoice so we don't have to remember to allocate once payment is received. So it would be nice to be able to do our intercompany transactions ahead of time, then group the amounts and hide lines in the invoice, while still showing the total at the bottom. Or being able to group lines and reclassifying the description to include all of the items.
…
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 🙂
-
terms
Legally we must send out a terms and conditions document with every quote and invoice. Rather than us manually adding the document from the file library every time we want a setting that automatically adds it, reducing human error and speeding up quoting and invoicing processes.
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 🙂
-
Enable download of existing branding themes in DOCX format
Given that there are only 5 branding templates available, it would be useful if we could create a new DOCX template by downloading one of the existing branding themes and adapting that in Word.
This would avoid the need to manually create something similar to the existing themes by starting from scratch in DOCX, which is overly manual and inefficient.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 🙂
-
Increase the number of branding themes available
Many companies have far more than 5 requirements for different formats/types of regular invoice templates.
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 🙂
-
when direct debit Xero subscription invoices, would be good if Organisation name for which the direct debit occurs as having multiple entiti
When direct debit Xero subscription invoices, would be good if Organisation's name for each direct debit occurs, as having scenario of multiple organisations subscribed with direct debit from same account.
Understand we can open the invoice and allocate accordingly, however saves time if the bank transaction line indicates the Organisation name.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 🙂
-
UK - Upcoming DRS (Deposit Return Scheme)
UK - Upcoming DRS (Deposit Return Scheme)
Is there an update being worked on for the DRS that comes in from Oct 27?
There will be a 20p per can/bottle added to each item sold B2B, so ranging from £1.20 to £4.80 per case that needs to be itemised separately on the invoice and isn't subject to VAT.
An option within Products & Services so the relevant amount can be added in each individual product would be ideal so case rates can be added.
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 🙂
-
Can Client Reference Code please be included as a field on the invoice template in XPM
The ability to include Client Reference Code as a field on the invoice template, under Date and Invoice number.
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 🙂
-
Quotes to Invoicing
Need to get all uploaded information on a Quote to automatically transfer when making an Invoice, or have the option to auto transfer.
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 🙂
-
+44
Please allow us to remove the area code for the telephone section as our clients don't need to see the +44 in front of our number.
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 🙂
-
ship to
Please allow us to fully remove the Ship To section on all invoices and quotes. We are a funeral director and this is horrible to have on an invoice to the family.
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 🙂
-
Practice Manager - expanding invoice description while editing
Practice Manager - Ability to expand the invoice description while making amendments or editing a job. In the new version, when editing a job in Practice Manager, the job description box does not expand so that you have a clear view of the whole document, only after you click save do you see if there are any errors or additional amendments to be made whereas in the old version, the job description box automatically expanded while editing. Super frustrating and a lot more time consuming now. Especially if you copy a job then edit the new job. Actually exactly like…
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 🙂
-
ACH CANADA
Please allow collecting ACH payments through Stripe for your Canadian customers, just as it's enabled for U.S. customers. I used to use GoCardless, but suddenly they suspended my account without explanation, claiming it's "under review," which is affecting all my recurring monthly charges. @Xero_team, please treat this as urgent and enable Stripe's ACH payment option for Canada.
Thanks
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 🙂
-
billing address
Can you please change the order for when you add a contact in the sales screen
- billing address should appear first they way it does in the contact card, when raising a sale it would make it a better option for as the bill address is what appears on the invoice1 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 🙂
-
Import Xero Blue invoice details back to Xero Green financial tab
Can invoice details from Xero Blue be visible in Xero Green please. Draft invoicing is done by staff in Xero Green (XPM) and once approved at the Director level, is moved to Xero Blue for final invoice creation and sending to the client. There are some recurring invoices/company secretarial invoices that are done directly in Xero Blue so we can see in Xero Green that an invoice has been done, so it's definitely linked somehow, but we can't see any detail of the invoice, which is unhelpful when staff are trying to keep up with invoicing and ensure that we're…
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 🙂
-
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?
-
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!
-
Change to ISO Standard document format PDF/A
Recently discovered a large company we have a significant amount of business with have automated their accounting. The documents being sent from Xero are being rejected by their system as the ISO 19005 accepted format is PDF/A.
Xero must quickly look into this and adjust accordingly, as if we have to manually change the format of all our documents, Xero has lost a significant amount of its use.
We have been out of pocket and had to spend a considerable amount of time trying to battle to get payment as they had not received nearly a months worth of invoices.
…
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 🙂
- Don't see your idea?