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37 results found

  1. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    497 votes

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    80 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Andrew MacRobert supported this idea  · 

  2. Bills - AI reconciliation of supplier statements

    26 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew MacRobert supported this idea  · 

  3. Contacts - Permanently delete if no records

    142 votes

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    submitted  ·  65 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Andrew MacRobert supported this idea  · 

  4. Branding Themes - Invoice merge field for customer's business registration number

    14 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew MacRobert commented  · 

    Please include the business registration number in the default invoice template

    Andrew MacRobert supported this idea  · 

  5. Find and Recode - Sort on Find and Recode by description

    118 votes

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    submitted  ·  44 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Andrew MacRobert commented  · 

    Also agree, needs this function/feature urgently.

    Andrew MacRobert supported this idea  · 

  6. Business Snapshot - Account for leap year

    3 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Andrew MacRobert commented  · 

    Yes please fix year end for leap year. Why not just choose Feb as year end (Month only) and not choose a specific date like 28 or 29 Feb. Do not know of a entity that has a mid month year end date.

    Management report for Feb 2024, the Feb figures were correct, but the Year to date figures was only 29 Feb figures and not the whole financial year.

    Andrew MacRobert supported this idea  · 

  7. Hubdoc - Convert bank statement to csv file

    289 votes

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    50 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    An error occurred while saving the comment
    Andrew MacRobert commented  · 

    Please provide this feature to users in South Africa

    Andrew MacRobert supported this idea  · 

  8. Reporting - Ability to create own report code structure

    200 votes

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    submitted  ·  17 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Andrew MacRobert supported this idea  · 

  9. Projects - Assign repeating invoice to a project

    168 votes

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    submitted  ·  67 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew MacRobert supported this idea  · 

  10. Hubdoc - Replicate Xero HQ access in Hubdoc

    20 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Andrew MacRobert supported this idea  · 

  11. Hubdoc - Extract all line item details including inventory items

    214 votes

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    submitted  ·  16 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Andrew MacRobert supported this idea  · 

  12. Xero HQ - Transfer/copy reports between practices & organisations

    204 votes

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    submitted  ·  59 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Andrew MacRobert supported this idea  · 

  13. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    621 votes

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

    Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
    We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
    We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.

    Andrew MacRobert supported this idea  · 

  14. Subscription - Have an itemised subscription invoice by Xero Organisation

    18 votes

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    2 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file. 

    Andrew MacRobert supported this idea  · 

  15. Pricing Plan - Increase the limits of Bills in Ignite Pricing Plan

    88 votes

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    70 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Andrew MacRobert supported this idea  · 

  16. Subscription Invoices - attach as pdf

    70 votes

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    19 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Andrew MacRobert supported this idea  · 

  17. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

    151 votes

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    submitted  ·  56 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew MacRobert supported this idea  · 
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