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  1. When Xero are emailing out their invoices please can you go back to attaching the invoices as a pdf as it quicker to be able to forward them rather than having to sign in and save them as draft, especially when you are having to do loads for clients.

    50 votes

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    Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.

    So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.

    What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.

    We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…

  2. Activity statement line items can now be sorted in the Activity Statement report in Xero, which is great to be able to review transactions by Account Name, to group similar transactions. However, transactions do not keep this order when exported to CSV or PDF. If manually sorted by the user in the Activity Statement report, the exported report should keep the same sorting preferences.

    1 vote

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    Hi Luke! We're grateful for your engagement, and for clearly letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  3. Allow all feilds to appear on a Xero invoice not just the select few.
    currently there can be added https://central.xero.com/s/article/Fields-you-can-insert-into-a-custom-template-AU#Invoicetemplatefields

    Should include everythig in the contact cards, like Fax, 2nd mobile, and all the other fields.

    1 vote

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    Hi Bradley, we're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  4. Massive oversight by Xero.
    E-Invoicing only available to VAT registered companies as you have to enter a VAT number. What about all the non-registered companies?
    Why can't you select that you aren't VAT registered and be able to benefit by E-Invoicing?

    10 votes

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    Hi everyone, we appreciate interest from non-VAT registered businesses that would like to make use of the efficiencies eInvoicing brings.

    As the UK do not have a standard business number, this create complexity in being able to identify and register non-VAT registered businesses on the Peppol network.

    While this is an idea that we'd like to continue to gain interest from our community in, we want to be upfront we don't have any plans to support eInvoicing for non-VAT registered businesses in the near term.

    We're actively advocating for this with the UK Government as part of their recent e-Invoicing consultation.

  5. Please would it be possible to amend the Mobile App so that when you select the + symbol the option to Transfer between accounts is possible ?

    1 vote

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  6. On classic invoicing, when you click the account category space or the tracking category it would fill in from the contact default, or account default or some default. But on new invoicing it only fills in if you tab.

    10 votes

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    Thanks for the added detail, Becky. This is good to know when sharing back with the team. While this may be something we look closer at down the line, I want to be open that we don't have direct change planned in the near term.

    Understand it's a few more clicks at present, potentially to save tabbing 8 time clicking on the Tax Rate column and then tabbing once may save a little time atm. Completely get it's not a resolve though.

    Account Team - Is it possible that this would be when you're copying an invoice to a new draft invoice? If so, and you select the same Contact defaults aren't automatically applied and you'd need to remove and re-add the contact on the new draft invoice to trigger defaults to be applied. Otherwise, I'd recommend raising a case with our team of specialists for a closer look as…

  7. Wish I could remove it from the top row of tabs. Keep it simple.
    Previous versions allowed it to be removed by turning off the Payroll Add-on. Cheers Pete

    1 vote

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    Hey Pete, thanks for sharing this feedback with us.

    We're grateful for your engagement and for letting us know that changes like being able to remove the Payroll tab are important for sole traders like yourself who want to keep the interface simple.

    We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero. 🙂

  8. You should be able to create a Bill Credit note directly from the FILES folder of your profile. This way when you go in to check the Credit note, you can create it straight away, rather than have to go out, in to Bills, and then have to create it from there.
    OR when you send an 'invoice'/attachment through to your draft bills, you should be able to change it to be a bill credit note rather than a bill

    3 votes

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  9. It would be really useful to have a way of typing the date without having to use a / in between the numbers, like you could on classic invoicing

    e.g. 20012024 used to convert automatically to 20th January 2024 on classic invoicing

    41 votes

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    Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.

    Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.

  10. In new invoicing the drop down issue date is today or tomorrow. I suspect "Yesterday" and "end of last month" would be helpful for lots of businesses who bill the day or month after a job is finished.

    11 votes

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  11. Project Assigning in Hubdoc. It would be most useful if our accounting team could choose between a Billable Expense and Assign to a Project in Hubdoc. We have many small expenses that have to be assigned to projects, as the client has already paid in most cases. We have to find each one, which is a challenge, open the bill, and assign each one manually. It is so time-consuming. So much processing time. Please consider this, it would be so appreciated.

    5 votes

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  12. To be able to add more than 5 email addresses in a client so that you can email the invoice out to more that 5 people at a time.

    39 votes

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  13. Average Employee Numbers in the Year

    As part of preparing accounts, the average employee number is often required. If this could be generated within Xero that would save time collating the number of employees per month and working out an average for the year. It could subsequently be used as working out the amount of revenue attributable to each staff member.

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. New invoicing - please add "approve and print packing slip" as a drop-down option

    3 votes

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  15. We have monthly invoices and we have multiple lines, sometimes 100+. With the new invoicing, the approve button is at the top of the screen and I have to scroll to the top every time I got to check the total prior to approving. Can you please make the 'approve' ribbon fixed at the top of the screen when you scroll down?

    4 votes

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    Thanks for your feedback, Dane. This isn't something we have direct plans around atm and we'll track the interest in having this option as a floating button, here.

    You may find using the 'Home' button on your keyboard helps to quickly navigate back to the top of page for now.

  16. At the moment, the options for quote status are: Draft, Sent, Declined, Accepted, and Invoiced. A sales quote that was sent but it's now past the date on which it expired still shows as Sent. It hasn't been Declined yet, but nor has it been Accepted, so there are quotes which are 4 years old still sitting in the list of valid quotes (see attached extract from the accounts of one of my clients). There needs to be another category for quotes which are old but which the customer may want to revisit (and therefore would be more efficient to…

    2 votes

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  17. To enhance efficiency and save time, it would be highly beneficial to integrate the payroll system in Xero with Crezco Online Banking. This integration would allow wages to be paid directly through Xero, similar to how bills are currently managed. By automating the connection between Xero's payroll system and Crezco, users could avoid the manual process of downloading payroll documents, uploading them to Crezco, and processing payments. This streamlined approach would significantly reduce administrative tasks and improve overall productivity.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  18. Would love that within money out/in and repeating the transaction that 'quarterly option' was included.
    example: BAS, Super & PAYG

    It would be great if this was an option for those using the short-term cash flow regularly.

    4 votes

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  19. The new Sales Tax Report does not allow for a semi-annual tax reporting period. The non-profit youth camp I work for pays a small amount each year, and the state has us on a schedule to pay twice a year. That is not an option that can be selected, as the only options are Monthly, Quarterly, and Annually. Please add the option for a semi-annual reporting period.

    3 votes

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    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that'd be most meaningful to you.

    This isn't something we have plans for atm, but we'll keep monitoring and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  20. Can you add a "Add payment and send invoice" button on the payment option, if the customer has paid straight away, I have to add the payment, it then exits the screen, you have the option to send a receipt (but no invoice?) and you have to go back into the transaction to send a paid invoice to the customer

    0 votes

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    Hey Olga, thanks for your engagement and for sharing this great idea with the community.

    We've reviewed your suggestion to add an "Add payment and send invoice" button. We can see how this would streamline the process when a customer pays straight away, saving you the current hassle of adding the payment and then having to go back into the transaction to send the paid invoice.

    Your idea is now open to gain support from other community members. Along with votes, others can now comment to share how this improved workflow could enhance their own experience with Xero. 🙂

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