1415 results found
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Email to Bills - Simplify email address
It would be great to be able change the e-mail address where files or bills are sent to Xero to simplify it?
Currently the e-mail address is long and without context and cannot be linked to a specific client outside of Xero in for example Outlook or Gmail.
An "alias" e-mail address would be helpful.
2 votes -
New invoicing | Send - Remove invoice amount from email
Please remove the invoice amount from the "New Invoicing"
This should be optional for set templates like the classic invoicing where you could turn it off and on. It doesn't look great and prefer the older layout of the emails where you could control the layout more.
7 votes -
Expense claims - Choose which fields are optional
Adding a feature in Xero that allows finance admins to designate specific fields on expense claims as mandatory or optional would ensure consistent data entry, improve financial tracking, and streamline the approval process.
Key Benefits:
Enhanced Compliance: By making certain fields mandatory, such as business function or event tracking, admins can ensure that all necessary information is provided, reducing the risk of incomplete or incorrect submissions.
Improved Data Accuracy: Mandating specific fields ensures that critical data, like cost centers or project codes, are always captured, leading to more precise financial tracking and reporting.
Flexibility: Different organizations or departments may have…
4 votes -
Bills - Tax Amount value button for quick +/- adjustments
When entering a new bill, sometimes the VAT value is out by a few pence.
A spinner button added to the 'Tax Amount' column to quickly increase or decrease the value rather than having to delete and retype would be convenient.
See attached image of example.
3 votes -
Bills - Copy transaction lines to a new line
It would be great to be able to copy lines when processing spend money and bill transactions. I need to split costs from a single bill or credit card transaction to locations. Being able to copy data entered to a new line and then change the value if needed and apply the location would save time and limit tedium. Thank you
2 votes -
Bills - Automatically open a new tab when adding a bill
Xero made a change when adding bills at some point last year.
Before, when you clicked to add a new bill, it would automatically open in a new tab, really handy when adding multiple bills to a specific supplier.
Now, you have to right click on add a new bill to open a new tab otherwise you have to keep going back to contacts to re-find the supplier in order to add another bill.
Not sure why this needed to change as it was far more user friendly and was quicker to add bills before.
1 vote -
UK VAT - Ability to enter VAT-only invoices
VAT Only Transactions - Xero to remove needless restriction to have VAT amount less than line total. This will allow posting zero net with VAT amount to 20%EXP VAT code with a total equal to the VAT total without having to reply on VAT on imports tax code.
1 vote -
History & Notes - Enhance visibility of notes
Suggestion for Enhancing Note Visibility in Xero
When writing notes for any invoice, bill, or manual journal in Xero, the notes are typically placed in the History column. However, this makes them less visible to someone new who might review these documents. If these notes could be added as sticky notes at the top corners of the page, they would be more prominent and could help avoid potential mistakes caused by missing information. Additionally, creating an alert for anyone new accessing these documents would ensure they are aware of important notes. Highlighting these notes could further enhance visibility and capture…
2 votes -
Shopify - Connect 2 stores to one Xero Organisation
We have 2 Shopify stores, one for our wholesale customers and one for consumers, however, unfortunately, we cannot connect both to Xero, which is extremely annoying and causes a lot of work for us behind the scenes. Connecting both will mean a more streamlined experience and make our Xero world much easier.
2 votes -
New invoicing | Send - show amount owed rather than invoice total
When emailing a sales invoice which has a credit note applied, the basic email template text should quote the amount owed MINUS the amount of the credit note. The email is incorrect with regard to the amount owed, and customers often erroneously overpay.
3 votes -
Logout now option on the timeout screen
When the screen locks it would be helpful to have the option just to logout. Currently if you have timed out but finished working on Xero you actually have to login just to be able to log out which is a waste of time.
5 votes -
Stripe - Import Invoices to Xero created in Stripe
Invoices which have been created directly in Stripe are integrated with Xero so that the invoices import into Xero and then when payments are received, if payment is received via Stripe, this marks the invoice as paid to the bank account in Xero (which will then allow for reconciliation with the payment from Stripe) or if paid by a bank deposit these can be reconciled in Xero and will mark as paid in Stripe also.
2 votes -
New Invoicing - Add Expected Invoice Payment Date within Invoice
Can no longer add an expected payment date when viewing an invoice, you now have to go to the 'awaiting payment' section of invoices. Meaning more steps involved and lost functionality.
11 votes -
New Invoicing - Remove the zeros from the amount field
When entering after Qty field, amount is pre filled with 0.00 and when you type, it will put the amount after e.g 0.00120 instead of 120.00. Please remove the pre filled zeros as with classic invoicing and keep the new invoicing in line with everything else in Xero like bills and spend money etc. It is too different!😒
7 votes -
New Invoicing | Send - Placeholder for reference
The new invoicing doesn`t transfer the "Reference" field information to the email area and I have to retype this every time. The previous version just transferred it all. Now this means more work, having to input the reference three times in the process
Also there is no confirmation anywhere that the files I attach are being sent. If you PREVIEW it does not show the files anywhere ?3 votes -
Bills - Warning to make clear payment not made form Xero
When paying bills through Xero there should be some warning box to state this will not take money from your bank account. This will be recorded in Xero however you will need to make payments from your bank account.
1 vote -
Expenses - Ability to request Invoice from user for Company Expense
Would like the option to send a request to an Expense user to submit an invoice/receipt for a Company Paid Expense that has appeared on any of the Company Bank or Credit Card Account
1 vote -
Purchase Orders - Expand column width to show longer PO numbers
The PO number space under Purchase Order View is limited, we cannot view our full PO number, refer to picture
Please extend the column, else Xero should restrict the maximum allowance length for PO number format.
3 votes -
Inventory - Export selected items, instead of the whole list
I would like to be able to bulk edit a select, small number of products and/or export them to CSV for editing and re-importing.
We have 4000 SKUs, and if I want to edit 20, a simple bulk edit feature would be very useful. The CSV is unmanageable and needs to be split up for re-importing. It makes a huge task when it needn't be.
1 vote -
Batch Payments - View paid bills as a batch, instead of individual bills
View paid bills in the batch payment total insstead of each bill paid under the paid tab of the pay bills function.
1 vote
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