1415 results found
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New invoicing - View total Net GST position
- New invoice screen – in needing to see the NET Total GST position, this appears to be no longer available. How can calculating it manually be avoided now?
2 votes -
Customer statements - Print in Landscape
Can we have an option to print to pdf statements in landscape as well as portrait?
for example the screen in xero when I look at the statement shows the invoice reference in full but when you download this to PDF the reference gets shortened. This is an issue when the reference is a PO number and then you don't see all the PO number on the PDF version, for some customers they will not accept the PDF statement because of this2 votes -
Bill Payments - Payment service for South Africa
Supplier bill payments for South Africa for payments and debit orders that directly pulls from Xero, like being done in the UK with Crezco, which can be done with Paysoft Flow (https://paysoftflow.co.za/) in South Africa for example.
1 vote -
New invoicing - Don't open new tab when clicking the contact
Dont automatically open a new tab when clicking the contact link in the new invoice or give option to turn this off.
There is Alt+click shortcut on all browsers to do this already.
Making this auto open as default leads to too many unnecessary tabs and attributing to a more messy workflow3 votesAppreciate your feedback, Ximenes. To better understand your idea here, can you share what you would like to happen when you click on this link? E.g would you expect this to open the contact in the same page and shift away from the invoice?
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New invoicing - Ability to archive
Archive invoices that are not paid on time, to avoid depleting stock levels and to still keep a record of what was sent.
1 voteThanks for confirming, Karla. We'll start to feel out the interest of this here. It's not in our direct plans atm, but if there's any plans made we'll be sure to let you know, here.
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Contacts - Ability to bulk Archive contacts (Export/Import)
The ability to bulk archive Contacts via exporting a CSV, deleting contacts and then re-importing those that should stay.
2 votes -
New invoicing - Show amounts with commas
Classic view invoicng compared to the new view invoicing. The new version shows figures entered as 123456789.00 but Classic View correctly shows 123,456,789.00. All figures should be shown in 123,456,789.00 format. It's accounting after all! This is not a suggestion, this should be a bug fix, especially before new invoicing is enforced.
3 votes -
New invoicing | Overpayments - Account drop down (not up)
Thanks for fixing Over payments in the new system - works great! - 1 adjustment - the account menu pops - UP not Down, and bank accounts are off the top of the screen need a lot of scolling, can you change to normal pop-down please? (like the Date Paid menu)
2 votesThanks for the feedback, Stuart! Great to hear you're already using it. I've passed this back on to the team and will keep you updated if there's any planned change 🙂
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New Invoicing - Make it work with Projects
The new invoicing doesn't work properly with Projects! A disaster for me this morning - trebled the time it takes to do my weekly Projects invoices. When it falls over because it can't find the GL Code to use, and doesn't even have subtotal and total fields....did someone forget about that when they were adding all the new empty space on the screen and screwing the work flow up?
2 votesHi Karen, this does sound like odd behaviour and would be good to get a closer look into. I see you've also come into our Xero Support team and they've suggested booking a time to connect and share screen so they can see the behaviour occurring for you. If you can respond to them through your My Cases they can investigate this with you 1-on-1. Thanks
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New invoicing - Option to Approve and Copy Invoice
It would be amazing to have an option on the approve drop down to be approve and copy!
2 votes -
Invoicing - Stop capitalizing the address line for City
On the PDF invoices, Xero automatically CAPITALIZES the entire town/city name, even in my custom invoicing template. It looks unprofessional and I want it to go away. I've avoided this by typing all new addresses on the first line, but I have imported hundreds of contacts into Xero and I don't want to go in and change every single one of them.
4 votes -
New Invoicing | Send - Only show emails related to contact
I have noticed that when you are preparing to send an invoice via email in Xero that you can now add new addresses in the TO, CC and BCC lines. This is great.
However, I have noticed that ALL contacts are available to add here. It would be safer to only allow the contact email addresses associated with the contact name on the invoice. It is too easy to add the wrong address and potentially send invoice information to the wrong client.
If other people needed to do this, perhaps a tick box could be applied to allow ALL CONTACTS…
2 votes -
Invoicing - Due Date to default to invoice date.
Invoice and bill due dates to default to issue date.
As above. Basically when you enter the initial date of an invoice or a bill, the due date defaults to the date you have entered. This will save additional data entry if your dates are the same.
In the case of a franchise where Remits are sent via a supporting booking software, the invoice/bill due date is always the same as the issue date.
Please default the due date to the invoice date once selected. but still obviously give the option to change the due date to a user specified…
2 votes -
Schedule email invoicing
Invoicing - Allow Email scheduling to send invoices
While I like all the features in the invoicing, I don't understand why email scheduling hasn't been included in the makeover. We typically send our invoices out at the beginning of the month (on the 1st if a workday) in which the work/service commences. However, work can be confirmed a few months ahead of that and we usually create invoices once the work is confirmed. It would be so much easier to schedule the email to be send at a specific date at the time it's created, instead of logging in on…
14 votes -
Sales - Separate delivery note feature
Need to be able to customise Packing Slip into a delivery note or have a completely separate delivery note. Delivery note requires its own number and suffix and email template. Our invoices won't be accepted unless a delivery note is sent. At the moment this is done manually. Delivery note is very similar to your packing slip but it must say delivery note and would be easier if it could just be sent directly out of your system.
1 vote -
New Invoicing | Contact details - ABN
New Invoicing - Show ABN details with Client details in the "To" section of the invoice. All other information is there for reference, excluding the ABN.
To view the ABN details, you need to leave the invoice screen and go to Contacts.6 votes -
Bills - Display attached Invoice to the left not on top of the bill entry form
When creating a new Bill, and after uploading the invoice then viewing the attached invoice, the attached invoice displays on top of the bill entry form. This is very frustrating.
Please change to display the attached invoice to the left of the form, same as is the case when opening a draft Bill that was created by emailing Xero.
See screenshot for example
2 votes -
Invoicing - Payment link takes customer to Organization Name & Address that can differ from the Branding Theme
Recent changes have gutted our ability to operate under two distinct business names (Branding) under the same Xero account. Our Xero organization name and address is now included by default (and without the option to hide it) on Invoice emails and on Payment acceptance links. This was previously not the case.
This completely breaks branding for us, and I'm not quite sure why this change was made. What is the point of having branding at all of we can't control what organization details are provided to the customer? Support suggested I open another Xero account. That's not an option -…
2 votes -
Invoicing - Use drag & drop to copy line details
Hi Xero Team , Kindly find attached file for your reference. I am sharing video file and screenshot that feature very useful for all user and copy above cell during invoice and bill generate. I am suggesting to IT team if they unlock drag and drop copy cell from above cell from mouse that feature would be very appreciated and may help to all user to easy invoicing and bill that help to time saving while enter multiple similar details in invoice or bill. I have also mentioned how to prevent accidental drag & drop cell with using ON/OFF button…
3 votes -
New invoicing - Warning when 'Invoice was unable to be sent'
Recently half of the emails I thought I had sent were 'unable to be sent'. I had no idea until I became worried why my usually reliable clients had not paid me on time. After looking I saw this message on the 'History' trail.
My suggestion is that where an error occurs like this there is a significant error message signal e.g. a box comes up or things are highlighted in red and bold.
Cashflow is the lifeblood of any business and if the system is unable to send an invoice this could have serious ramifications for Xero clients.
I…
2 votes
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