Integration with FreshBooks

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  1. add the ability to synchronise Freshbooks items with Xero Price Items

    Can Freshbooks items be synchronised with Xero Price Items? This would prevent the need to manually add Price Items within Xero to match Freshbooks. Presently any Items from Freshbooks have their name and description added to the Description field on the invoice in Xero - and the Price Item field is left empty.

    44 votes
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      7 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • get a real forum

      It would be really great if users could interact to assist each other and compare notes. this forum is just a suggestion box. Not really a really real forum, really.

      25 votes
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        3 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • 21 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Handle Undeposited Funds

          So far the link has been working really well. What is an issue is this: I receive checks and post these payments to Freshbooks. Xero posts each payment immediately as a separate transaction to my bank account. The cash balances on the Dashboard represent this money as being in my bank account.

          Usually, however, I will post payments to Freshbooks, then set the checks aside for deposit, which may not happen for several days. What would work better for me is this: Payments received, when posted to Freshbooks show up in Xero as Undeposited Funds. There is a 3rd figure…

          21 votes
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            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • add the ability to import foreign currency invoices into Xero

            Recently Freshbooks has added functionality to allow users to create invoices in any one of 50+ currencies. It would be great if we could have these invoices imported into Xero in the same currency.

            15 votes
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              3 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • add the ability to import payments into various Xero bank accounts

              Can we have the ability to import payments into more than one Xero bank account, based on the Freshbooks payment type?

              An example of this is where payments made via credit card go into one bank account, but payments made by cheque are banked into another.

              15 votes
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                5 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Import expenses from Shoeboxed

                I use Shoeboxed.com almost exclusively for receipt tracking and expenses. Most of your competitors have integrations with Shoeboxed.

                12 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • imports partially paid incorrectly

                  An invoice was imported as partially paid and the balance outstanding was correct. only the partially paid portion in freshbooks was a credit. it added the payment to my main bank account. which was wrong

                  11 votes
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                    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • import FreshBooks invoices into customer's Xero as draft Accounts Payable Invoices

                    Can we have a way for suppliers who have FreshBooks to send their invoices directly to our Accounts Payables as draft invoices?

                    10 votes
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                      planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • 7 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Provide a list as to why an invoice has failed to import.

                        I have an 1 invoice out of 13 that were just imported into xero. No explanation as to why the import failed. Perhaps a list of common reasons why an invoice import fails would be helpful and alleviate some load on your CSRs

                        7 votes
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                          3 comments  ·  Flag idea as inappropriate…  ·  Admin →

                          Sorry to hear this Stephen. Our team is looking into this issue. We’ll get back to you on email.

                        • 6 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Bank Rec: Self Matching Transactions should pick the *earlier* of two repeat transactions

                            Repeating monthly invoices often get settled a day or so after the next month's invoice has been raise. Xero tends to "match" the later of the two invoices ( created yesterday ) rather than the identical looking one created 31 days ago.

                            Would be helpful if it picked the earlier invoice by default.

                            6 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • 5 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • 4 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Payments to show the invoice numbers in the reference column when performing banking reconciliation. (Not just "Imported from Freshbooks")

                                  When performing a reconciliation, some invoices show the invoice number in the reference column, but many show "Imported from Freshbooks". Where there are numerous invoices from the same client for the same amount, the invoice number is essential.

                                  4 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • match items or tasks with account in Xero, or add tracking rule.

                                    As I sell severales services, I am using several accounts for my revenue and expenses associate to each kind of revenue, so I am able to calculte margins for each activity. Each invoice imported from freshbooks has to be manually edited to put the revenue in the right account. It could be so simple if I had the possibility to edit a rule, saying that each "x" item sold in freshbook shoud be affected to this account in Xero, or at least tagged with this tracking activity.

                                    2 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • import invoices with discounts linking in with Xero's own discount feature

                                        Currently when FreshBooks invoices with discounts are imported the quantity and unit price are adjusted in Xero's copy of the invoice to reach the same line total for each invoice line. Can invoices with discounts be imported with the unit price and quantity kept intact, and the discount shown using Xero's own discount feature?

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • add the ability for PayPal Web Payments Pro payments to be sent to PayPal account in Xero if the funds remain in PayPal

                                          Currently payments entered in FreshBooks from PayPal's Web Payments Pro have a payment method of Visa and a note 'PayPal Website Payments Pro' - which means they end up in the default bank account in Xero. Can these be sent to the PayPal account in Xero if the funds remain in that PayPal account?

                                          1 vote
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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                                          Integration with FreshBooks

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