1395 results found
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Xero Network - Include PDF of Invoice when sent with Xero Network Key
Automatically include PDF of invoice when sending it via Xero Network Key.
Purpose: Some clients need to see the attachment of the invoice. It’s also good for audit purposes.
74 votesThanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
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Tracking - Ability to bulk Archive categories
We use tracking categories of building jobs. It would be great to archive the tracking category once the job it complete. Allowing a P&L by tracking category report to only show active jobs.
73 votes -
New Invoicing - Time stamp in History & Notes
In the classic invoicing history, we can see the date and timestamp, this is not available in the new invoicing - see attached screenshots.
We use this time stamp a lot for trouble shooting - like what time or XPM and what time was the invoice approved. This helps if there is an integration problem or double up, or payment query.
72 votesHi community, to keep you updated of progress in this space. Our product team recently released an update so you can view more detail in history such as where an issue or due date has changed or total amounts of the invoice have changed and who these were made by. We have more improvements coming for history and notes in new invoicing and will share more as it's made available, here.
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Projects - Bulk upload of time entries for projects
Ability to upload time entries for projects in bulk.
Purpose: To save users’ time from manually entering the time entries and transitioning projects from different software.
72 votes -
New Invoicing: Choose default calculation type for the discount column
The new feature sets the discount column to numeric value by standard. My business uses % and it's incredibly tedious having to type % each time. We can do 10-20 quotes a day with an average of 30 products per quote. So a feature that would allow us to click a button to default to percentage, so when you type a number the % appears (like in old Xero).
71 votes -
Projects - Notes or Description field in Projects
Add notes/description field in Xero Projects.
Purpose: To have a better record of the Projects. E.g. notes about the quotes that users’ sent to their client/customer.
71 votesHi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
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Inventory - Allow Negative Stock On Hand
Ability to allow negative stock in Xero.
Purpose: Users that take orders and receive payments from their contacts before placing inventory can easily do it in Xero.
70 votes -
Invoice - Add notes/comments line item
Ability to add 'comment' only lines on invoices that run the full width of all the invoice table boxes.
Purpose: Users often want to add some comments specifically to a client in the line item.
70 votesHi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
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Invoice - Ability to add BCC field when sending invoices
It would be useful to have a cc and bcc field when sending invoices so that either the business owner or another individual could receive a copy of the invoice when it is sent. This functionality is available in QuickBooks.
69 votesMoving along with the project, our team are now in the process of developing a new send modal that'll enable you to cc and Bcc when using the new invoicing experience. 😊
We're not too far off with this work and I'll continue to keep you updated on news for this, here!
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Invoices - Increase Unit Price field to six decimal places
Ability to increase unit price field to six decimal places.
Purpose: To make users easier when they have to input unit price with lots of decimal numbers
68 votes -
Bills - Purchase order number field on bill
A field/box to enter the purchase order number when entering bills
We use a separate system for creating POs and would like to record our PO number in a dedicated field when entering the corresponding bill(s)
66 votes -
Invoicing - Auto send receipt when payment applied to invoice
Allow XERO to automatically send a receipt to a client when an invoice is paid in part or in full.
65 votesThanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
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Bills - Apply discounts on accounts payable invoices
Applying discount on account payables invoices.
Purpose: User doesn’t need to manually recalculate the cost of each item
65 votes -
Repeating Invoices - Day/Date placeholder option
in Recurring invoices, placeholders are essential to accurate and meaningful descriptions. Placeholders seem to currently only offer Week, Month & Year but not ‘Day’ or [DATE] or [TODAY]. (with the usual +/- feature). This would be hugely helpful for recurring daily or weekly invoices or for communicating a relevant billing period on a Monthly invoice (that differs from calendar months or calendar weeks) without having to manually update the date in description of every Repeated invoice. Currently more work is required and ALL repeating invoices need manual intervention before approval whereas if this could be automated Bills could be automatically…
64 votes -
Dashboard - Track Quotes
Ability to track quotes on the Dashboard
Purpose: This would allow for quick access to do quoting work
64 votesThanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard.
At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.
If there is any change planned in this space we'll be sure to update you on this.
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Sales Invoices - Combine Invoice file and attached files into one PDF when sending
Ability to combine sales invoice and attachments into one PDF when emailing/printing
Purpose: To ensure all documents are sent to the customer, and make it easy for customer to reference all documents together
62 votes -
Invoices - Option to convert to bill
It would useful to be able to have an edit function that allows you to change a bill to an invoice and vice versa. As clients tend to confuse these and it takes a lot of steps to copy the information over and delete the mistake.
61 votes -
Project: Task list - Ability to change the order in the list.
Ability to change the order of the tasks from the list.
Purpose: To make users’ workflow more efficient rather than having to scroll down to find the task each time.
60 votes -
Purchase Orders - Physical Address as default delivery address
Ability to make Physical address as default delivery address when creating Purchase orders.
Purpose: It’s saving users time rather than change the address manually.
60 votesHi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.
I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.
In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…
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New Invoicing - Add Payment details on invoice screen
When using the new style of invoicing, it is no longer possible to enter a customer payment which having to click on the receive payment option. Using classic invoicing, the fields to enter the payment are present on the invoice screen. The classic invoicing method is much more efficient when entering a large number of customer invoices, so it would be great if these fields could be added to the invoice screen on the new style.
59 votes
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