27 results found
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flag quotes to invoice
We often invoice once a week or so, it would be good to have an option to mark an 'accepted' quote as complete. This will help prevent missing them at the invoicing point as the staff member completing the projects is always difference to the staff member invoicing.
Going deeper if possible, being able to flag line by line the completed line items so you can partially invoice?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.
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Two statements, two projects, one contact
We have two projects running under one contact and it is not possible to send two different statements. I have to duplicate the contact or create a manual statement.
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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Tax ID Display Name in Standard AR Invoice
The rational of display Tax ID Display Name under the client contact doesn't sounds right as this is the column where we should key in our own company information.
When we using the standard template of Xero for AR Invoice, if there is tax id keyed under client's name, the field of "Tax ID Display Name" will be display under the client name. this sounds weird when I was told to amend the "Tax ID Display Name" which can be found under Financial Setting to something called "TIN Number" or "Tax ID Number" to make the display right.
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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Invoice list search - Retain search across lists
When in the invoicing screen why can't the customers name stay in the field when clicking on awaiting payment, paid, draft etc instead of having to constantly re enter the customer 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 🙂
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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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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 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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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)
2 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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