338 results found
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New invoicing | View contact address
Can the new invoicing template show address like the classic invoicing template does?
Classic invoicing - Shows company address and the person it is addressed to (Attention:) when viewing the invoicing from our end
New Invoice - Only shows the company name and to check if the address is correct and if the person it is addressed to is correct you have to click on Edit or download it as a pdf to verify it.
Example Snapshots attached.54 votesHi team, with our latest updates to new invoicing you're now able to see your contacts address if they have one saved when viewing the invoice.
Appreciate the question around being able to edit the address and to confirm - you'll find in view mode you can click on the contact to view the contact card. If you'd like to edit the address click the small link in the top right of the contact card. This'll pop the contact open in a separate browser tab where you can edit and add a billing and/or delivery address. 🙂
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startup help
Most Small business owners like myself are not accountants. Getting Xero working and using the integrations with hubdoc has been lots of trial and error and frustration. It would be so much easier if as part of starting an account I had someone for the first month to get online with me who can see my screen and walk me through how to do all of the basics such as: 1. How do I correctly bring a receipt into xero through hubdoc so it matches to transactions I can reconcile? 2. How do I setup the quote system to work…
1 voteHi Joshua, I see you've also been in touch with our Xero Support team for help with some of your questions and advice on setting up.
Our Support team are able to offer some of this sort of guidance, and can answer specific questions. We also have some great getting started resources available on Xero Central with guidance, courses and content that can be a good starting point.
For one-to-one help for the best setup for your particular business, or questions on meeting reporting and regulatory needs we'd recommend using the Advisor Directory, to find a Xero-certified adviser in your area.
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New invoicing | History & Notes - Show email sent to
Can the new invoicing template show the address like the old templates used? Now if you go into edit the addresses have disappeared and to check if it is correct you have to click on the contact and fix it in a new tab.
Also the notes section has removed the time stamps and the email address the invoices get sent to. Can the new invoicing have the same notes and history function as the old one.118 votesHi team, I can confirm we have released another update for the history of new invoicing where now you'll see an entry when the invoice is sent and the email address it has been sent to. 🎉
We appreciate the interest we've seen around this. We still have a few more pieces of work we're doing around the history in new invoicing and you can stay updated on this progression on this idea.
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Alter Receive Money
If I use the Receive Money option from the menu: when selecting the customer I would like Xero to give me an option to SELECT INVOICE to apply money to OR create a new transaction. Much easier than going to customer - add payment etc. Again look for some inspiration from other products.
1 voteHi Hennie, if an invoice already exists related to a payment receive money should not be used. Rather than having to add a payment to the invoice or bill, you can simply use the Find & Match tool within the Reconcile tab to locate and match with the statement line.
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Draft invoice save prompt
Add a prompt to save a draft of an invoice when leaving the invoice screen to add or change a contact or address or check something.
1 voteAah perfect sound like new invoicing is the solution for you here then, Kevin. As mentioned from a draft invoice as soon as you add a contact Xero will begin autosaving any data you enter.
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New invoicing - Add project
To be able to add projects within new sales invoice like you can in classic invoicing
1 voteHi Debbie, we'll move this across to delivered as mentioned in my last update it is possible to assign items of your invoice to Projects you've set up.
If you're not seeing this column by default, you can click the 'Show/hide fields' button to add this to the grid view.
If you've set up tracking for your projects and are interested in being able to add a new tracking category while invoicing we have a different idea for this across here that you can join for updates.
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Ability to add files or photos to invoices. Common in construction
Ability to add photos or external files to invoice emails. Common need in construction
1 voteHi Lee, this is already possible. You can attach files to the invoice, and you'll just need to select to include the file when sending the invoice. We have some help on this here.
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2 votes
Hi team, the option to add a % discount to line items of an invoice is available via the Xero Accounting app, on both Android and iOS devices. You'll find this from the menu in the top left (3 dots for Android, and 'Options' on iOS). 😊
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Xero mobile app - Take photos of receipts and auto fill data
Allow the Xero app to take photos of receipts at the time of purchase. To reduce the number of steps to get a photo of a receipt attached to a transaction.
Ideally then when reconciling credit card transactions, the receipts will already be in Xero and they would pop up as a suggestion, based on the date of the transaction with the date the photo was taken.
It would also be ideal if you could view the receipt whilst coding, like it does when you are viewing a draft bill to pay.
3 votesHi Lauren, this is possible with the Xero Expenses through the Xero Me app. When you enable receipt analysis, you can take a photo and Xero will pull the detail out of the receipt to enter into the fields of your expense - Find out more on this here.
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New Invoicing - Show combined Account Code and Name
On the Edit page
Please can you display the combined chart of accounts account code with the CoA description in the account column as you do on in the classic view, rather than us needing to click on the description that shows in the column, so the account code then also shows.
We use three brands which use the same numbers for the same services but then add two alpha to show the brand: 200AA, 200BB, 200CC etc. and because of the display in the classic invoice edit view to help the double-checking before sending the invoice we check the…
4 votesThanks for the screenshots and feedback here. We've made a lot of changes to new invoicing since first announcing the retirement of classic invoicing. You'll find you can now view both the Account code and Account Name in the Account column when editing your invoices.
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New invoicing - Edit exchange rate
It is currently not possible to change the exchange rate used in the new invoicing screen, when invoicing in a foreign currency. You have to switch back to classic invoicing to correct it to the monthly rate we have entered in settings.
108 votesHi team, we have recently released the ability to set the exchange rate within new invoicing for organisations that use multi-currency.
Just like classic, as soon as the invoice currency is changed to a currency other than the orgs base currency, the option to 'Set exchange rate' will appear which you can click to edit.
We know this is an important feature you've been waiting for in the new experience, and we're really keen for you to try it out and share any feedback you have back with us here. Thanks!
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New Invoicing - Populate Tracking column from settings in contact's Sales Defaults
Hi, the new version of invoicing will increase my work load. at present when you open an invoice to approve it, it is easy to select the tracking categories, as it is linked to the client profile. in the new version it does not and you have to go through the list in a drop down!
Also we have an issue when we change the invoice date. for example and Invoice raised on the 5th Feb should be paid on the 6th March. If we change the invoice date from the 5th to the 4th, it does not change the…
3 votesThanks for your feedback on the idea here, with the way new invoicing works once you add a contact, any sales defaults saved for that contact in their record will be applied.
Adding a Qty or Price for a line will trigger Tracking defaults saved for them to be automatically applied. Similarly this applies to the any default saved for Due Date. If you have saved a due date that is driven by the invoice Issue date you should see this update if you change the Issue date on the invoice.
If this is not behaviour that you're experiencing please do raise a case with our team of specialists so we can take a closer look into this with you.
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New invoicing - Ability to add email to contact within invoice
There are some new features that I like about the new invoicing, like the ability to immediately a new contact. However this is limited to name and billing address, please add the ability to add email address here too!!!
Other classic features that need to be included so I can use the new invoicing:
- the ability to delete the Date and Due Date for a draft invoice. I draft invoices for the entire duration of a project once a contract is signed. The dates are not known at this preliminary stage however it is hugely beneficial to have this…3 votesHi everyone, we have now made a change to the Contact card in new invoicing which allows you to enter more contact details from the invoice screen.
You'll find you can both add details for a new contact as well as edit an existing contact. The fields available from the Contact card include Contact name, Email, Billing address, the option to add a Delivery address, and phone number 😊
Cairns, I know there are a couple of other ideas you've mentioned in your initial post here too. While we'll mark this idea as delivered for the primary request you may also like to join these ones below for any updates.
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Bank statement import - Bank statement balance check
When importing a bank statement, it would be great if just before completing the import, Xero could show the end bank statement balance based on the existing bank balance and the transactions that are about to be imported. This could then be checked with the actual bank statement to make sure it matches.
1 voteHi Mihaela, while it's not before statement lines imported. The Bank Reconciliation Summary report now allows you to enter a Bank statement ending balance. The Summary report will then calculate the balance out by based on the figure you enter. 🙂
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Plans - Invoice creation limits per month
volume of invoice creation limit per month and total transactions limit per month should be determined by what plan you subscribe. It should be a built into Xero depending on the type of plan. It should be stated clearly in your plan comparison tables
1 voteHi Trung, this is already available. The only plan we currently has that limits the number of quotes and invoices you can approve is the Starter plan (this will be 'Ignite' in the new plans coming). All other plans have unlimited invoices that can approved and sent.
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Xero Me - Allow employees to self-service change of address
Xero Me - change of address - employee can lodge a notification through Xero Me to payroll for your change of address. The change could be approved by the payroll administrator and it immediately updates Xero, then an email would be sent to the employee to say the change of address has occurred. This would reduce administration time, spelling errors in address and encourage employees to keep their details up to date.
60 votesHi everyone, back to announce that employee profile updates have now been rolled out across NZ, UK and AU 😊
With the updates employees can now view more fields within their employee profile, and update details that don't require admin approval, including;
- Contact number & email address
- Residential address (excluding State/Country)
- Emergency contact information
We really appreciate your voice through this idea and helping us focus on changes that can make a difference to our community. Thanks!
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UK Payroll - Generate a report with employees names and NINO
UK HMRC often carry out routine checks on compliance with PAYE and National Minimum Wage. In one NMW check we have been asked to provide them with a list of the names and NINOs of all staff employed by us between two specified dates. To make it easy they dont use tax years but calendar dates
We need a standard payroll report that allows us to export a list with the employees name and NINO. The only way to create this at the moment is by a manual trawl
3 votesThanks for your interest and feedback on this idea, everyone
Currently you can generate a Pension Contribution Report which includes the employees name and NINO 🙂 When creating the report - under Columns select the fields you'd like to include in the report as well as the date range. Once created, you can export it in PDF, Excel or Google Sheets.
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Bills - Highlight/flag potential duplicate bills after creation
Currently if a duplicate Bill to Pay is entered this only highlights/flags as duplicate when you are first creating the Bill or are editing the bill at a later date. Once it has been approved, it no longer highlights/flags this as a potential duplicate.
It would be great if Xero could flag that this could be a duplicate in 2 places:
1) on the bills to pay screen, somewhere out to the side (like the attachments) or perhaps the whole row in a different colour to identify that there are 2 bills for the same supplier with the same invoice…5 votesHi team, as TJ noticed our duplicate detection service has now been released to all users 😁
From the Bills list you'll now see a banner if there are duplicate bills to review and you can also access this option from the 3 dot drop down menu in the top left of the bills list. We've shared a bit more info on how this all works on Xero central.
Right now you'll be able to take action on Draft or Awaiting payment bills from the Action column, however to view or edit a bill you'll need to return to the list page to open this.
We're looking at possible improvements so you can view and manage ills within this page, too.
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UK Payroll - Show leave balances in days and hours
Offering a simple update to the Xero system which would dramatically improve one grey area:
I had a discussion with my team and it's a common topic that keeps coming up - we find it very awkward having the 'Time Off' allowance displayed in 'Hours'.
Just like some other tracking systems, they allow you to see your 'Time Off' as 'Days' which is much easier to glance at - instead of having to continuously calculate hours, which takes time and can cause confusion on some occasions.
We would all very much appreciate it if you at least give the option…
259 votesHi team, we're happy to share that we've recently released a couple of updates to solve for the needs here!
- Payroll admins can now view employee leaves balance in weeks, days and hours where the employee has a consistent working pattern set up.
- On the employee front, you'll be able to view leave balances in hours and (days) within the Xero Me app.
We'd like to say a big thank you to everyone for contributing here and being engaged with our product team to deliver functionality that's most impactful for our customers.
We have more enhancements coming to the Xero Me app soon, stay in the know through the Long and Short of it, and releases on Xero Central.
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Inventory - Bulk update Sales tax code field
Sales tax code for Products & Services SKUs "Item Name"
When you export the list of items from Products & Services you get a CSV with the fields:
ItemCode ItemName SalesUnitPrice SalesAccount SalesTaxRate InventoryAssetAccount CostOfGoodsSoldAccountHowever, there is no field for "Sales tax code" which is used when you're leveraging AutoTax lookup integration with Avalara. Therefore, as we're converting to using AutoTax, we have ~700 SKUs here that we have to manually update ONE BY ONE!!!!
This is insane. Why is this field not able to be edited in bulk like every other field?
4 votesHi team, we've released a change to the CSV import for inventory. You'll now find you can bulk update the Avalara sales tax code by importing this with the CSV file. You can find information on preparing data in your import file on Xero Central 😁 Thanks for sharing your idea with us, here!
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