4163 results found
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New Invoicing - Change tabbing behaviour
Hey Xero, there seems to be a lot of issue and complaints about new invoicing. How about giving us all a break and re-enable the old invoicing till you get thing sorted out.
- Cant stop auto save , there is no undo button if you make a mistake.
- Tabbing between fields is not the same.
- Can't add expenses and leave them un-allocated to a GL, I know that the expense is @ cost price and needs to be completed. -Cant change the Customer with Billable expenses assigned without loosing the billable expenses and have to re-assign them
Cheers
2 votesAppreciate your feedback, Selwyn. We try to keep each idea separate so it's clear to others in community what they're adding their vote for, we can gauge the interest in a particular feature, and we can keep everyone updated of any development.
In relation to the points you've shared here we have an idea you may like to join around being able to switch off autosave, and another around the auto suggest feature that current fills in the account GL field for you and relates to your second point on leaving this blank.
Our team did make some changes to the flow of tabbing, so this should be more logical however it'd be good to get more detail on what's causing you issues when tabbing in new invoicing atm.
It might help to get a bit more detail about the billable expense scenario you're running into, too. In terms…
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New Invoicing - Shading & Colour
Classic invoicing uses shading on screen to help see the data fields. Recreate that in new invoicing. You might find you get a better response to new invoicing if users can easily see the data they are trying to work on rather than scanning a white screen. The content is fine, it just looks rubbish.
4 votes -
Sales Invoice - Import with attachments
Import the sales invoices to Xero with the PDFs being attached to the invoice automatically. I understand we can import sales invoices through CSV files but to provide relative documents to customers, we need to attach pdf manually. Would be great if this could be possible. This action can save time and possible error of attaching a wrong pdf.
14 votesAppreciate the interest in the idea here. Being open with a lot of work focused on iterating and adding features to new invoicing atm we don't have plans for this in the short-term. We'll continue to track the interest of the idea and if there is any change to share we'll update you here.
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Invoicing - Undo/revert to previous version of an invoice
Create an undo or revert option for edits made to invoices. We can already see the history of changes made to an invoice, so why can't there be a option to undo or revert to a previous revision of the invoice?
23 votes -
Business Activity Statement | GST Audit report - Add transactions source field
I would like the GST AUDIT REPORT to be permanently updated, so that the transaction SOURCE FIELD would be included in the report. Otherwise the report should be customisable to include this and many other fields / options, so any of us professionals and internal accountants can extract what we need to review client / business BAS data easier, and lodge the BAS's quicker. There are MANY ideas for the GST AUDIT report to be customisable and several are also relevant to me and my needs, but I couldn't find a request for this one and it is such an…
2 votes -
Invoicing - Invoice multiple contacts of a group, but not all of them
There are times I want to create several invoices within a group, but not the whole group. For example, in the Equine Lessons Group, there are contacts who take private lessons, group lessons, and/or homeschool lessons. Each contact may also be at a different skill level, therefore a different class. I would like to be able to select which contacts to invoice for Level 1 Homeschool Lesson, or for Level 3 Homeschool Lesson, or even Equine First Aid, depending on who, when , and what course is being taken.
1 vote -
Invoice Payments - Show bank account details with pay by Credit Card option
I've received multiple calls from customers who were confused when trying to find my bank account details on the online invoice. They couldn’t see the bank account details immediately on the view after clicking the "Review and Pay" or "View your bill online" link in the Xero email. Initially, the invoice shows only the Stripe payment option, and customers must click "View Invoice Details" to see my bank account information. This setup is confusing and not straightforward for customers!
According to Xero support, it’s impossible to change this view for customers:
"As these small changes were requested by many users…
2 votes -
Repeating Invoices - Quantity of payments option
Repeating Invoices have the option to provide an optional 'End Date', however it can sometimes be difficult and/or time consuming to identify the correct end date. There's also potential to miscalculate the correct end date which can sometimes result in customers being under or over charged if the selected end date results in the wrong quantity of payments.
It would be very useful if there was a 'Quantity' option for Repeating Invoices which would automatically select the correct end date. Therefore eliminating over/under payments.
This feature would be useful for those who know exactly how many times a repeating invoice…
7 votes -
Bank Reconciliation - Option to Save a draft reconciliation for completing later
Reconciling funds - I need to be able to save Reconciling items while I'm half way through reconciling.
eg - I receive large amounts via bank statement - eg $16,000. That $16,000 will be made up of 10 holiday home bookings. Then I break down each booking into cleaning, credit card fees, our company commission, Airbnb commission, etc etc. Sometimes there may be up to 80-100 lines of items. Currently I can not save and it is really frustrating as it can take an hour to do and then if I have to leave or can't reconcile I need to…8 votes -
Projects - Undo button
Undo button or confirmation button when deleting estimated expenses, to help users easily reinstate date put in.
2 votes -
NZ Payroll - Multiple employee bank accounts change in allocation of payments.
When an employee has set amounts to be paid to multiple bank accounts, if there are insufficient funds to pay the amounts Xero allocates to the lowest amount not the order of the bank accounts. This means that payments like rent can be short paid. It would be good to have a flag notifying you of this and an easier way to reorganise the payments.
1 vote -
New invoicing - Show warning if repeat template has been deleted
The Classic version of Invoicing used to inform you on the view of an invoice that was created from a Repeating Invoice when the Repeating Template had been deleted.
The new version does not give you this information resulting in confusion and wasted time.
Please see screen shots below.
This is causing us a major headache as we have lots of Repeating Invoices that have to be cancelled and if a user isn't sure new invoicing doesn't help but allows you to go through the process of trying to delete the template again which results in an error.
Please fix…5 votesHi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.
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New invoicing - Hide Tax Rate column
In New Invoicing we can now hide the tax amount column. As this is for organisations that are not registered for tax, the Tax Rate column is also redundant so would it be possible to hide that too? We are set up as No VAT Scheme so both these columns just get in the way and it seems odd that we can mask one but not the other when you only ever need both or neither.
While we're at it, could we do the same in Billing?
Thanks
5 votes -
Payment Services - Add Alipay as a payment service
Proposal: Integrating Alipay as a Payment Option in Xero
Overview
Introducing Alipay as a payment option for Xero invoices will provide significant benefits for businesses engaging with international markets, particularly China. As China is Australia’s largest trading partner, offering a seamless payment method like Alipay will enhance cash flow, improve payment experiences, and reduce barriers for Chinese customers to pay invoices.Key Reasons to Integrate Alipay:
China is Australia’s Largest Trading Partner
China accounts for a significant share of Australia’s exports and imports. For businesses that trade with Chinese companies or customers, Alipay is often the preferred or only method…
2 votes -
Financial Settings - Ability to adjust time settings
Adjust time settings in Xero for accurate timestamp reporting during BST
1 voteHi Candice, timestamps in your org are set by the timezone set in the organisation's financial settings. From your idea here, would you want to be setting this manually or based off another setting somewhere?
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Bank Reconciliation - Allow the Tax Setting to Default to Tax Exclusive
When creating new 'spend money' transactions during bank reconciliation, allow the tax setting to match the tax setting in financial settings, if set to tax exclusive, so that it doesn't just default to tax inclusive.
6 votes -
AU Payroll - Superannuation end of quarter reminder
Would be great if Xero could trigger an automated (email and/or text) reminder to the superannuation payment approver 10, 5 and one days out from the superannuation due date each quarter.
A similar reminder feature already exists in XPM for Activity Statement Lodgements - reminders can be turned on.
Xero also has the ability to automate reminders to Customers around bill payment.
Xero has the email and SMS of the superannaution approver already on file.
Advantage of these reminders:
Super gets paid on time - we're all human and life can take over and sometimes things get missed - a…
155 votes -
Bills to Pay - Sort Draft Bills by order date/time created
Hi,
We would like draft bills to be sortable by order inputted.
We are using AutoEntry to post invoices but Xero changes the order that the invoices are being entered.2 votes -
Prepaid Expense Manager
My Idea: Somewhere to enter a prepaid annual or longterm expense (ie Insurance) that can first go into a Prepaid Expenses asset account and then set to either expense at regular intervals until "used up" or able to manually expense as periods come to a close. This manager would help keep track of all prepaid expenses in one place and would keep a running balance for each item. Viewing options would include being able to filter/sort by item (ie 2023 Insurance Premium), or by type (ie software subscriptions) or by expense account (ie Insurance Expense).
5 votesHi team, while we don't have a direct feature that would automate the entire process, there is a way to record and do this in Xero.
You could set up an account for the expense in your Chart of accounts, and reconcile the original payment to this account. You could then set up a repeating bill or invoice template to auto generate and you'd make payments on it to the same account to reduce the balance over a period of time.
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AU Payroll - Ability to set a default view for timesheet list
Currently when opening the TIMESHEETS page the order of the timesheets is very random (example attached).
The most common reason for visiting this page is to view and approved/reject timesheets so It'd be very helpful for us when we do open this page that the most recent timesheets awaiting approval are at the top.
Currently we have to click on the 'Last Edited' column header to get the most recent time sheets.
Can we please have this page DEFAULT set up to accommodate most recent date at the top (example attached).
Please join me in my campaign to have this…52 votes
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