338 results found
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New Invoicing - Ability to remove tracking using keyboard
We use two tracking category's depending on which country the transaction relates to, the category options are the projects in that country, if a tracking option has been added to the wrong category on an invoice and you need to remove it you can't leave the category blank, on the old invoices and other areas of Xero you have (none) under the category options which you can choose if it is to be blank but this option is not there on the new invoicing
4 votesHey everyone, thanks again for suggesting this. Good news – the new line item grid is live for everyone now.
With this update, getting rid of tracking is way easier. You can just hit backspace and tab through the fields, or we've also popped in a 'No tracking' option in the dropdown. We appreciate your feedback through product ideas – it really helps!
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New invoicing - View full list of inventory items
It is most annoying and time consuming to only be able to access half of the inventory items when raising an invoice. Instead one has to look up every item in the second half of the inventory, line by line before you can add it to an invoice. This is a step into the dark ages.
23 votesHi everyone, I'm pleased to share that the new line item grid is now available to all orgs.
We know being able to see more of your inventory items is important and with the new grid we've expanded the number of items that you can see from 50 to 100.
For majority of orgs this means you'll now be able to view your full list of inventory. We understand there are some orgs that have many more items, but want to be honest that we don't intend to increase this amount further. Thank you for all contributions and support you've shared with us, here.
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AU Payroll - Two employees on Grow plan, or the ability to tack on employees
The new Grow subscription only allowing for one employee is really tough for accountants operating in the micro-business space, as many of the small businesses that I have been working to get onto Xero are either married couples or two business partners who need exactly two payroll employees, with no intention to grow beyond that number.
Having to jump from Grow to Comprehensive just to add a payroll user is prohibitive for a lot of my clients, and knowing that this is the case is stopping me from recommending Xero as a product where it would have been a no-brainer…
7 votesThanks for sharing your thoughts with us here, community. We know this is important to you and are pleased to share based on feedback we made some changes.
Payroll is now included in all new business plans (Ignite, Grow and Ultimate). You'll be able to pay one person on Ignite, and two people on the Grow plan.
I want to confirm that these changes are now all live and available for you to make use of. See more of this on our blog.
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New Invoicing - Quick find Address
Having "quick find" on the billing address when entering a new contact through an invoice.
50 votesHi community, we appreciate your ongoing engagement with us through the idea here. We've now released updates to the ‘Contact’ field within new invoicing - With the changes we’ve made, you can now look up and quickly find a contact delivery or billing address as you’ve been requesting. Other improvements we’ve made include; being able to enter more address lines, and an Attention to for each address on the fly.
Thank you for sharing with us through product ideas, here.
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Trial Balance With Category of Accounts - Grouping of Same type of accounts like Current assets, libailities, Income and Expenses
Please Allow Xero Users to Add Category in Trial Balance and Group Accounts under same category like Profit and Loss Statement and Balance Sheet have.
1 voteYou can already group by Account Type in the Trial Balance report, Chitrang! 🙂 Simply click the Grouping/Summarising option within the report where you'll see Account type as an option.
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Navigation - Rearrange Accounting Menu
Would love to see the Accounting menu split so that there are new menus for Reporting & Bank Accounts. Show under the Accounting menu all the actions (journals, fixed assets, chart of accounts, advanced accounting, plus favourites). Then a separate menu for Reporting - listing the different reporting sections Adviser, Custom, Drafts, Archived etc. plus favourites). And a separate menu for Bank Accounts (reconciliation report, bank accounts, bank rules, etc).
1 voteThanks again for your feedback through the idea here. We appreciate there are many different ways our customers feel menus and ways to navigate Xero features and products would best serve their needs.
There was lots of research behind the top level menus that you now have with Xero's new navigation experience - As requested here you'll find Reporting is now it's own menu. And, while Bank Accounts are within the Accounting menu, you'll find we've added quick options for Bank Rules, through the new Homepage which is coming soon you can quickly access reconciliation reports, manage the account, or enter transactions.
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New invoicing - Reduce size of text
URGENT!!!! The new invoicing is quiet frustrating. It doesn't remember past settings when emailing the invoices. So now I need to remember EVERYTIME I send an invoice to click 'send me a copy', which I know I'm going to forget especially if I'm in a rush.
ANNOYING!!!! There's an added step now to attach a pdf. I now need to click add files then drag the pdf, instead of simply dragging it and clicking to send with invoice or not.
It would be good if the Save & Close button had and 'Email for Approval'. I email invoices (unapproved). Once…
12 votesHi team, recently we have released a new line item grid in invoicing and you will find there are a few updates the team have made to improve visibility. We've optimised the padding, text size and columns width to make this more compact so you can see more detail without the need to scroll.
We value your contributions and thank you for sharing with us through this idea.
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New invoicing - Display the item code
Display the item PRODUCT CODE (similar to the old invoicing) - we have a lot of similarly named products, so need to see the product code to differentiate.
103 votesQuick turn around on this one, team. Today we've released a change, and you'll now find item code is shown when viewing an invoice with new invoicing. Thank you for your feedback and voting on this idea.
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Invoice - Set due date to 28 days
Please can you include an option on the invoices for payment due date -28 days. We have an option for 7 and 14 days but the majority of our invoices are 28 days from invoice date.
1 voteThis is possible from within the Invoice Settings page, Emily 😊 From here there is an option to set Invoice due date based on days after the invoice date, where you can enter a number anywhere between 0 - 99.
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Profit and Loss - moving annual total (MAT) option
Ability to generate Profit and Loss reports that show each month what the moving annual (12 monthly) total (MAT) is, so that an understanding of trends to income and expenditure items is over time.
Purpose: Users can see the trend behind the immediate or current year number
1 voteThis should be possible with the ability to add custom Date columns in the reports layout editor, Geoff.
It does require a bit of manual set up, however you could add columns for say 1 Jan - 28 Feb, 1 Jan - 31 March and so forth so you can see the accumulative total across months.
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Ability to mark multiple invoices as paid at the same time. Bulk Payments on invoices.
We often get cheques or direct deposits from companies that are covering 5-10 different invoices. CSV functionality would be overkill for what I need.
Right now I have to go into each invoice and mark them all separately as paid, and put a note that cites the total deposit amount so that we can keep track of the bank transactions.
On the customer's invoice page, I would like to be able to click a checkbox button for the invoices that are included on the cheque, and mark them as paid under one transaction.
With this check box functionality, you could…
2 votesHi team, it sounds like batch deposits would meet your needs here. From the Awaiting payments list view you could select up to 50 invoices to batch together as one payment. When the cheque or deposit appears in your account you could then just select the one transaction to reconcile.
While you can only batch 50 invoices at a time, you may like to add your vote and support on this idea, Peter. It's not something we have in planned development atm but if there's any change we'll update you all there.
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New invoicing - "Add billable expenses" not available
Previously we were able to "Add billable expenses" to a "Copy to draft invoice". However, this feature is no longer available/showing up as an option when creating the draft invoice. Instead I have to save the invoice as a draft and re-open, then I'm able to add the billable expense.
6 votesHi team, thank you for your feedback and sharing about this with us here. I can confirm our team recently released a change to fix the issue some users were experiencing like you've described here where the Add billable expenses option was not appearing.
You should now see this appear when creating an invoice for a contact that a billable expense has been assigned to. If you do continue to experience any issues with this, please do raise a case with our Xero Support team who have tools to be able to investigate and escalate with our product team if needed. Thanks
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New Invoicing - 1-click option to delete lines
In Classic Invoicing there is an X to delete a line. In New Invoicing I have to click on the 3 dots then select Remove from the 2 options that are displayed (Save to inventory or Remove). Please can the function of a single click on the X be retained.
34 votesThanks for your feedback and tuning into the idea here, everyone. Our team have been doing a lot of work in this space to iterate on new invoicing and improve the experience for our customers.
With one of our most recent updates the team implemented a change to the way you delete lines of your invoice. You'll now see a small 'bin' icon at the end of each line enabling you to easily delete lines as needed, without any extra clicks. 🙂
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1 vote
Hi Luping Zhang, it looks like you're interested in adding UnionPay as a payment service to Xero. While we don't have a direct integration you could look to set this up as a custom URL. We have some information on how you can go about this on Xero central.
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New Invoicing - Reduce lag in items column and change pop up message location
Reduce the lag in items column when searching, it takes too long to search, sometimes up to 4secs! Please also change the location of the pop up message "default contacts have been applied", as when I start a new invoice the pop up message appears in the bottom left, but I'm trying to look at my contact info and enter items. The pop up box lingers too long and covers the information I need to read! This is frustrating every time when creating multiple invoices and I have to "x" the pop up message away each time, which then causes…
11 votesHi team, rounding back to the idea here since our last post we have released a few different changes across the platform that will have improved the experience for those that were noticing lags when entering data in their invoices.
As a start we released a new optimised line item grid, where among other changes we updated the Item field so you could view and select from more of your inventory items without needing to search.
We have now also made some enhancements to speed up autosave of your invoices meaning these save faster - see more on the latest changes from the long and short of it.
Now if you are continuing to experience any issues when working in your invoices, we do want to hear from you - however to ensure we can get the right details to investigate and escalate with our product teams, please raise…
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W-9 - Integrate sending with Gmail
Xero doesn't have a built-in option to directly integrate with or automatically use Gmail for sending W-9 requests. That would be really helpful ~
2 votesIt sounds like you're referring to the Request W-9 window, Reuben? You should be able to set up Gmail as your default email app on the device you're using. If this isn't opening Gmail by default you may want to check your device's settings.
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Contacts - Money in/out graph from the contact overview Why removed?
Why has this been removed? I genuinely can't understand any good reason for doing so from a Xero user perspective. Please reinstate as soon as possible! It is such a helpful, immediate visual tool to be able to qet a quick insight into a client, or suppliers, payment history and patterns of behaviour. It highlights immediately where there may be gaps and is something I (and others in our business) make use of on a daily basis. Additionally, as someone who benefits from visual learning, to completely take this option away is hugely disappointing. I'm now faced with a page…
95 votesHi all, if you hadn’t already spotted, the Money in/out graph is back 🎉
It shows the cash in and out over last 12 months, and you can still mouse over the graph to show the actual amounts. The bars now have a minimum size for visibility! In the old graph depending on the difference in cash amounts the smaller bar would sometimes not be visible.
With this updated version you can switch to a table view that was added for our accessibility users/ those who prefer seeing a table rather than a graph. You can also choose to show or hide the graph entirely, just use the overflow menu above - see screenshot for illustration.
Thanks again for all your feedback on this change, we’re glad to be able to bring back an improved version!
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Bill due date
Hi, you already have a 'bill due date' which you can set up to default to various options but you have to enter a number between 1-31 and we have suppliers who allow us to pay 60 days end of month. Could this be amended?
2 votesHi Karen, it sounds like you may have the default for bills set for 'of the following month' or 'of the current month', however you can change this to [x] days after the end of the bill month. See our direction on how to adjust this on Xero Central.
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Invoicing - Receive Deposits on future sales before raising an Invoice
Record deposits on a quote or future invoice sale without raising the invoice value against a customer.
We manufacture a product and then install for a customer - with a deposit of either 50/50% or 30/30/30/10% at the point of approved sale. We are happy to create an invoice number but with a deposit on each sale this creates a "negative balance" and we do not want to create a sale until the final invoice has been agreed at installation. ie. a negative receivable.
2 votesHi David, depending on how you need the deposit amount shown on the customer statement you could record these amounts as either Overpayments or Prepayments that would be applied to the customers invoice once created at a later date.
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New invoicing | Allow pasting tracking categories
Sometimes I need to add the same tracking category to multiple lines of the invoice. CLASSIC invoice allowed me to simply paste the category in the box and that's it. NEW invoicing now requires me to CLICK after pasting which doubles the amount of time I'd need comparing to CLASSIC. Please bring that possibility back - OR, EVEN BETTER, maybe let us drag the options to apply them to cells below (like it's done in Excel).
2 votesHi everyone, we're delighted to announce that the new line item grid is now available to all users. This update incorporates several enhancements based on valuable customer feedback, and includes resolving your suggestion, here.
With the new grid, you can now easily copy & paste tracking information between cells, using 'Tab' to navigate to the next cell efficiently. While the drag-and-drop functionality isn't currently available, this has been raised as a related idea, which you're welcome to support. We'll provide updates on its progress if any arise.
Thank you for your continued input through product ideas – your feedback is invaluable in helping us improve Xero."
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