607 results found
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Cheque Register: Option to use feature outside of Canada & US
Dear Xero,
Cheque Printing option should be available for versions outside of Canada & US It's a very key feature required to many organizations which should be added in xero. Hope to see this feature available to every version of Xero in the near future.
14 votes -
Bills - Copy to invoice
Copy a Bill to an Invoice. We have many instances where we need to charge out for the invoice that we received. You can copy Quotes and Purchase Orders to Invoices and Bills already. Not sure why this is not already a function.
31 votesHey team, just rounding back on this again - Apologies, as I can see that the option of assigning expenses has been offered here as an alternative earlier.
Being open, right now this is not a feature we have any plans for developing and would still recommend billable expenses the best method for the time being. However, appreciating the rational for why you'd still like a direct copy to bill button we'll shift this idea to Gaining Support and continue to gauge traction around this from community.
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Bills to pay: Multiple payment dates in one payment batch
Could you please add the option to pay have different payment dates for bills in a batch payment. Perhaps you can select to choose 'one payment date' or the 'planned payment date' when creating the batch. This way we can bundle multiple payments into one batch and don't need to set up multiple batches for multiple payments dates.
12 votes -
Bills - Support for JP Morgan Chase SGD Swift payments
Currently, Xero does not has option to select payment to
JP Morgan SGD account
Swift code CHASSGSGHI Xero, pls consider to add tis SWIFT code.
4 votes -
Notice of Electronic Funds Transfer (EFT)
Option to generate a Notice of Electronic Funds document to send to suppliers requiring immediate proof of payment. Said Notice to include:
remittance date
name/contact details of remitting party
amount
reference / description for payment being made
the bank details of both the remitting and beneficiary banksNot an original idea but I received a notice from a customer. Today I was asked to submit one to a supplier as proof of payment so they could ship out an urgent delivery but I could not provide one. See sample document attached for reference.
6 votesHi Nina, this is something I'd recommend engaging your financial institution or bank about. While you can set up and create a payment in Xero, the confirmation of funds transfer would come at the point the money is paid from your actual bank account to the suppliers bank account.
If your suggestion however is from the Sales side where you'd like to request your own customers provide proof of payment for invoices you send to them perhaps this could be worked into your organisations branding as part of the payment terms?
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Check Register - Set check defaults by bank account
Ability to set a default check style per bank account.
On the operating account the check stock has the check on the top, on the payroll account, the check stock has the check in the middle, and on the sales tax account, the check stock has the check on the bottom. Three separate checking accounts, three separate styles.
It would be nice to have a setting where you can say, "if a check is generated from the operating account, apply the operating account style."
3 votes -
Batch Payment | Remittance Advice - Create for batches that include an overpayment hin there
Please allow remittance advices to be sent to clients from a batch payment even if it contains an overpayment. There is something fundamentally wrong for there not to be an option for this. A batch payment of 100 invoices with an overpayment of 1 is not cause for there not being an option to send a remittance advice to my clients. I've had to search the page and manually extract it onto an excel file and then send to suppliers. Very time consuming especially if you make large batch payments for over 50 different suppliers.
65 votes -
Bills to pay - Add column for 'Account'
Please add a setting option or a column for display details about "Account" in the table shown in "Bills to pay" instead of only showing "Ref" which the information of "Account" is important and moreover we don't need to waste time to entry "Ref" for checking.
8 votesHi team, thanks for showing support in this idea. We want to be open that this isn't a data point we have any plans of surfacing from the Bills list pages at this time. There's also the consideration where a bill can have multiple lines where each can have a different Account code, and how this would appear.
That said since this idea was first raised we have made a few improvements that will help solve needs here.
You can now select and choose from more data points to show on the list view, and drag & drop where you'd like these to show on the table - just click the 'Columns' button on the top left of the table.
We have also introduced quick view, where you can click the eye icon in the table to easily scan, review and take actions on bills without leaving the list…
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Invoice - Add billable expense hyperlink invoice to bill
I can create a Purchase Order, and from that I can mark it as billed and it creates a bill record for this purchase, putting the PO number into the Reference field of the Bill. The Bill also has a hyperlink to jump to the Purchase Order.
Within the Bill, I can assign the expense to a customer, which is fine.
When I create the customer Invoice, I have the option to add billable expenses, which is fine, and it marks the line as a billable expense, but there is no hyperlink to jump from the Invoice to the Bill.…42 votes -
Xero to Xero - Share item codes
We operate two Companies on Xero - the manufacturing company sells to the retail company - so we use the Xero to Xero function for this.
I understand from the support articles that item codes are not transferred from Xero to Xero transactions. Is there any way to enable this, if we were to use the same item codes in each company? When the sales invoices are shared and received as draft purchase invoices the Item codes and COGS/expenses codes have to be re-entered - we would process about 500 per annum with up to 50 lines per invoice -…4 votes -
Inventory - Show items without movement in Inventory Item Details report
The Inventory Item Details report does not show inventory items where there was no movement during the month. Therefore the report does not tie out to the balance per the TB for inventory. Can this be fixed?
11 votesHey Louis - thanks for sharing your suggestion!
Understand that it's not quite what you're after, but it's worth a mention: The 'Inventory Item Summary' report will show all inventory items in your organisation, including those without any movement in the selected period.
I've attached a screenshot as an example, so you can check if it suits your reporting needs - we'll leave this idea up in the meantime 😊
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Tracked inventory - Attach files to inventory adjustments
Ability to attach supporting file to tracked inventory adjustment entry
7 votesThanks for the response, Joanne. While it's not something we have direct plans for atm, we'll get a better of the interest around this here, and I'll share if there's any changes planned.
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Banking - Bank deposit slip with subtotals for cash and cheques
Ability to print a deposit slip that shows the subtotals of cash and cheques.
Purpose: Users can easily see the figure of subtotal cash and cheques in the deposit slip.
64 votes -
Purchase Order - Report that shows invoice against PO and remaining balance
A report that shows all purchase orders with invoices against them and balance remaining.
70 votesHi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
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Apportioning single cost bill line to several projects
Projects Management - There are instances when a bill line item needs to be apportioned/allocated to two or more projects. At the moment the only way to do this is by splitting this line item across several bill lines (as many as projects to allocate to) and then do the allocation. The idea would be to add a "Split" button to the project allocation form, say next to current search field in the form ( not the search at the top but the one next to each billed item), so that current functionally remains i.e. type project in search box…
16 votes -
Inventory - First-In-First-Out (FIFO) option in Tracked Inventory
Offer First-In-First-Out (FIFO) accounting within Tracked Inventory as an option.
Purpose: Established US Companies tend to use FIFO for inventory valuation, so Xero would widen its scope of clients by offering the option. Plus, the option adoption would make reporting of its current US clients so much more straightforward.
32 votes -
Remittance - Ability to send with Part Payments
It would be great if we could send a remittance on a bill that has been part paid. This means suppliers can reconcile the payment in the same way we have in their own accounts
15 votes -
Invoice/Bils: Importing - Use Contact Account Number instead of ContactName
When importing invoices and bills, to have the option to import using the Account Number where specified, instead of the Contact Name to avoid the issue of creating duplicate contact records where the name does not match exactly in Xero.
31 votes -
Invoices/Bills - Sorting Invoice number to be sequential
Invoice numbers to be sorted in sequential order so when you get past 9999 the invoices going to 10000 upwards don't then end up at the bottom of the list and out of order.
38 votes -
Bills - Attachments from repeating bill template to be linked to generated bills
Attachments in repeating bills are not attached to the actual bills when Xero creates the bill.
If the repeating bill is deleted, the link of the repeating bills will be broken and we cannot get the attachment in the repeating bill.so I suggest
1. having the attachment in the repeating bill attach to the actual bill when Xero create the bill; or
2. have an archive function for repeating bills that are expired so that the actual bill can still be have a link to the repeating bill to find the attachment.Attachments such as working or scanned bills…
35 votes
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