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6 results found

  1. Sales invoice - Include inventory item details in billable expense

    10 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Steve Pearson commented  · 

    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!)

    Steve Pearson supported this idea  · 
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    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.

  2. Invoices - Add billable expenses to invoices to part-paid invoices

    11 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    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  · 

  3. Reporting - Billable Expense report for paid invoices

    19 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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 shared this idea  · 

  4. Xero for personal use

    19 votes

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Steve Pearson supported this idea  · 

  5. Invoicing - Unique Reference Number for Transactions

    19 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  6. Invoice - Add billable expense hyperlink invoice to bill

    10 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Steve Pearson shared this idea  ·