Settings and activity
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16 votes
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Steve Pearson
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An error occurred while saving the comment Steve Pearson
commented
When a billable expense is added to an invoice, the Item Code (if there was one), the Description and the Purchase Price are populated on the invoice line. (Note: at the time of writing, this does NOT work properly in new invoicing, but fine in classic invoicing!!)
It would be much better, and save time, if at this point the Item Code was checked against the Products and Services list, and if a match is found populate the invoice line from the Products and Services record with the Sales Price rather than the Purchase Price, and also the Account and Tax Code.
I'm aware that if you simply reselect the Item Code on the invoice line then this info is refreshed, but it makes so much sense to do it initially, saving time and reducing the risk of an incorrect price being charged to the customer. -
18 votes
An error occurred while saving the comment Steve Pearson
commented
I agree, its very time consuming to have to adjust the customer invoice later to add the billable expense for tracking purposes.
Steve Pearson
supported this idea
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39 votes
Thank you for sharing your feedback and voting on the idea here, community. While we've reviewed this idea and appreciate the needs in what you're wanting here, we want to be open that we don't have any plans for developing a billable expenses report of this nature in the near term.
We will continue to track the interest here, and share if anything changes.
An error occurred while saving the comment Steve Pearson
commented
This would allow the tracking of items, purchased and sold to the customer, back to the supplier bill from the customer invoice number
Steve Pearson
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25 votes
Hi everyone, we appreciate the feedback we've received from customers that would like to use Xero to manage their own personal finances.
We want to be open that we don't have plans for developing a specific product for personal use - However, if you'd like to use a Xero business organisation for monitoring your personal finances, you could follow this process for getting set up:
- Set up your 'personal finances' organisation.
- Edit the Chart of Accounts, adding accounts that you would like to use (eg Salary & Wages, Groceries, Insurance Expense), and delete any unnecessary accounts.
- Add your personal bank accounts and import your bank transactions.
You could then use Tracking to create Categories like Income & Expenditure Goals and add the items that you'd like to track, as options within the related category.
The Tracking Summary Report will give you an overview of these 'goals'.
For customers in the…
Steve Pearson
supported this idea
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23 votes
Hi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here
The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon.
Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented.
Alternatively, in terms…
Steve Pearson
supported this idea
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37 votesSteve Pearson
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Creating a link from the customer invoice back to the billable expense would also be incredibly useful!
(This is one feature that Quickbooks has that Xero doesn't!)