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  1. The email template, for example sales invoice, controls most of the email body but not all of it. If the email template starts "Hi [Client]" for example, the actual email generated automatically adds content before this, namely a logo, company name, amount and due date. I would like to be able to control this content as well, but it seems unchangeable. In contrast, the invoice template allows full control so you can apply various branding. Please can you open up all the email content to be controlled by the template.

    3 votes

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  2. Invoices Australia
    An update in the last few months bought inconsistency into the invoicing format in terms of the decimal points on the unit pricing. It would be good to be able to define this - to two, three, four decimal points so that there is consistency on the invoices rather than some units at two and some at four decimal points.

    2 votes

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  3. Ability to send or check remittances from individual contact page
    When a supplier requests a copy remittance it would be easier to be able to go into their contact page and check/send a remittance from there instead of having to look at the batch remittance and send from there.

    3 votes

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  4. For tracked inventory items, there's no way to change the inventory asset account which can be inconvenient. As the inventory grows, they are put under new different classifications so I want to add a new inventory asset account for each. However, I cannot change it in the item's inventory asset account when it is already tracked. It would be very helpful if this will be allowed. Or at least a way to delete a tracked item if there's no transactions/bills, but only adjustments.

    2 votes

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  5. I have a client that sometimes has 20+ inventory items on a bill, with similar description, but sizes different. They enter bill in a logical sequential order, but when you add them to the invoice, all to same invoice, its not split between different customers, the items are in a different order with no order, not even items code. IT frustrating client in the process to reorder the items it taking much longer

    1 vote

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  6. Under the Bills and Invoices sections, could separate categories be introduced for overpayments and older bills from prior quarters? This would help declutter the Awaiting Payment section, especially for businesses with long credit terms, where bills may remain unpaid for several months.

    3 votes

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  7. I am writing to bring your attention to some significant process issues related to payments on invoices that I've encountered after using the Stripe service for just one month with only two transactions. As a new user, I believe these issues warrant your immediate consideration to improve the service for all your customers.

    ACH Payment Process Concerns
    Overpayment Issues

    One of the main problems I've encountered is related to overpayments when using the ACH process to receive payments from our customers. The current system does not seem to account for outstanding balances beyond the single invoice being paid, which can…

    2 votes

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  8. In the Classic Invoicing, we could set a negative item amount which was useful to make it clear to clients that we had refunded something. It also corrected the stock levels in the inventory. In new Invoicing, you can set a negative financial amount but you are not allowed negative quantities, as such it is not clear and it messes up the stock inventory levels. You can do it via credit notes but this requires more things to be issued to clients etc.

    6 votes

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  9. Have also the change payee option, From copying the Purchase order to Invoice, so the customer from PO will remain in supplier contact lists only.

    2 votes

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    Hi Janilyn, appreciate it's not an option when going through the copy to process. However, once the invoice is created you can click the 'x' next to the contacts name to remove and type the correct customers name.

    If the previous contact has only had purchase transactions entered for them, once you've remove them from the invoice they should not be shown in the customers list in your organisation.

  10. Just wanted to feedback some issues found during brief testing of Hubdoc (as potential replacement for Dext; we'll not be proceeding at this stage) ... here's what we found:
    - different naming conventions - “Credit Note/Refund” equivalent (not sure what it is?) not as intuitive
    - for multi-line entries, it doesn’t tell you what the remaining balance on a bill is (it does provide running total of lines entered but requires external 'calc' action)
    - clunkier on mobile phone - have to log in each time whereas Dext is just snap and go
    - no option to do multiple page…

    1 vote

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    Appreciate your feedback, Rich. It really helps if each idea you is raised separately. This way others know exactly what they're adding their vote for here in community, our product teams can get a sense of interest in a particular feature and we can keep users updated if there are plans made specifically for that functionality.

    In terms of your ideas here I see you've titled your idea to reflect the first point you've raised, it looks like there are a few existing ideas that relates to items you've mentioned, otherwise you're welcome to start a new idea for each other point. Thanks

  11. Search in invoices; be able to move from tab to tab with out loosing search criteria.

    3 votes

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  12. Add a total invoice amount at the top of the screen like the old invoicing format. It's a pain to open an invoice and have to scroll all the way to the bottom to find the total amount of the invoice, especially if it's a long invoice. The old invoice format shows the invoice total at the top of screen

    3 votes

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    While we don't have any direct plans for adding a total back at the top of the invoice, it'd be good to get a sense of the interest if this is important to others in community here, too.

    Though I appreciate it's not a solve for the idea. To help speed up getting to the bottom of the page on those lengthier invoices, Julie you may find using the 'end' button on your keyboard helpful 🙂

  13. In my business it is common for orders to be eg 10 bags of 25kg bags with prices $xx/kg. As far as I can see there is no field for pack size, ie 25 in the example. Also a product coming in range of sizes is easier with 1 description and range of pack sizes. Then would want functionality to have total line quantity and total line cost calculated from the 3 parameters.
    Does this exist or can it be added?

    2 votes

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  14. Previously if you emailed an invoice or statemt to a client it showed up as such in History for that client. Recently this appears to have changed and all that shows in History is "Updated". Not very helpful as it is important to know when one last emailed an invoice or statement.

    Please fix.

    8 votes

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  15. If an item has been billed manually or your stuck with some items in billable expenses you have to open every bill and remove the client from the items that are have not been billed.
    Could you add a tick box selection in the Billable Expenses - Outstanding so that you can then select a remove billable expenses from multiple bills in one go.

    3 votes

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  16. 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

    1 vote

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    Appreciate 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…

  17. I would like to be able to create an invoice, approve it, and then schedule it to send out on a future date.

    Currently the only way to do this is with repeating invoices. However, if I have a series of invoices going to the same client, but with different details (items and amounts), then I have to set up an individual repeating invoice for each instance, and set each one to send only once. it would make more sense to just be able to create a single invoice and set a "send on" date.

    14 votes

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  18. Provide users with a streamlined way to create official payment vouchers, including payment details and supporting documents, for improved record-keeping and transparency.

    7 votes

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  19. I often copy from a Purchase order to an Invoice, with the new Invoicing set up, it automatically populates the customer field with the Supplier name, can this PLEASE be changed to same as classic with a blank field so we can enter the custmer details in ourselves, it is most annoying and has often caught our office out sending invoices to suppliers.

    1 vote

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  20. 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

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