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  1. Bill pdf – to have a print function to print a Payment Voucher for Bill created via a template which user can customize and must contain bank payment details
    of supplier which is input in the Notes under supplier contact (see 1a above). This is to allow us to send the payment voucher manually to boss for boss to do the manual payment to supplier.
    Boss needs the supplier invoice details and the supplier bank payment details in supplier masters (see 1a) as well as a footer of Prepared by; Approved by and Acknowledge receipt on the
    Bill Payment Voucher…

    3 votes

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  2. I like to be able to send an invoice to both email and SMS at the same time from both laptop and phone

    2 votes

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  3. Make the functionality of quotes similar to invoices, e.g. import quotes, bulk approve quotes, bulk send quotes. I recently had to send out 417 quotes for the same thing and they had to all be done individually which was extremely time consuming. If they had been invoices, I could've imported them on a spreadsheet, approved them all at once and sent them all at once. Instead each one had to be done individually.

    2 votes

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    Appreciate your liking to invoices in Xero, Angela. Each functionality would need to be considered in isolation so I've changed the title of your idea here for bulk sending.

    We don't have any direct plans for this right now, but we'll begin to get a sense of the interest and keep you updated of any change, here.

    You'll find an existing idea for import/export of quotes that you may like to join as well. If there's any other feature like this that you'd like to see welcome to start another idea. 🙂

  4. The repsonse to my support case was to be told to post the bug here... seems a weird request, but sure...
    "The best way to get our product team to consider this would be to create a new product Idea on this, which is submitted to our product team who then go ahead and make changed based in priority."

    The santander batch file does not follow the santander format. In the past Santander used to accept the file anyway but they have now started rejecting it.

    Bills > Make Payment > Pay from (santander), Method = Create Payment File
    Batch…

    4 votes

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  5. We used to have the option to add/remove highlighting in a text box directly from the main page of draft reports, however this feature was removed and now we can only Bold/Italics/Underline/Bullet point, but no highlight.

    It would be great if we could add this function back in, so we didn't have to go to 'Edit Layout' to change add/remove highlighting anymore.

    2 votes

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  6. Repeating Monthly Invoices:

    Can we have a feature where monthly invoices have the ability to automatically calculate the days in that month based on the date in the "next invoice date". Therefore it doesn't need to be manually changed. Eg Monthly repeating invoice. next Invoice date - 1 November 2024. Qty - 30

    3 votes

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  7. Make it possible for imported invoices to be marked as sent when importing them.
    Perhaps an additional column in the template Mark as sent status "Y for sent N for not sent"
    If this is not possible the ability to bulk "mark as sent"
    this would eliminate the issue of individually opening each invoice to manually "mark as sent" to activate the auto invoice reminders

    2 votes

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  8. Often I will be selecting the checkbox on a number of bills, and I will misclick and click on the surrounding whitespace of the checkbox. This currently is acting as a link and opening the bill for edit; which means if I just spent my time selecting a number of bills (Usually checking them off one by one while I review some details on another screen) that now my previous selections have now been lost.

    Change the surrounding whitespace clickbox to select/unselect the checkbox rather than linking to the edit bill. At the very least, just make it not link…

    2 votes

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  9. Purchase Orders Send Email Features.
    This is to request the Product team to please also update the Send Email settings for the Purchase Order to make work efficient and clear to multiple recipients if they are only on CC.
    Attached the screenshot of the latest update Xero had made for Invoice Send Email in which the CC and BCC is in the sending option. It is very helpful for the multiple receiver where in the business communication, we need to CC multiple emails than putting every email in the sending to space.

    2 votes

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  10. Ability to see the copy of invoice when selecting the invoices. Like the draft view.

    1 vote

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  11. Would like to be able to add users with only access to invoicing, without them seeing any other part of Xero. This would be a huge benefit so I can have team members invoice customers without seeing company financials.

    3 votes

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  12. When creating a new Invoice and you want to add some billable expenses that you have assigned to the contact in the Bills section, I want to be able to give my clients an itemized bill, the new invoicing option is defaulted to add all items as one line.
    We default to all invoices as itemized, Yes I can select this as an option but would like the ability to select the other as the default option.
    Maybe Xero could create a custom option cookie that would allow customers to select some default settings that make there Xero work better…

    1 vote

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  13. the ability to bulk upload documents in draft bills

    2 votes

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    Hi Katrina, when you say you'd like to bulk attach documents - would this be adding the same attachments to multiple bills at once or bulk adding attachments within a singular draft bill?

  14. Bill Payments - be able to create a make payment for a set amount which is a part payment of a supplier statement and send remittance for a part payment for multiple bills on a statement

    Client/business receives multiple bills from supplier, and pays 30 days after end of the month, they may want to pay installments of say $5,000 off the statement which will be applied against multiple bills including a part payment. At the moment there is no way to create this payment and send a remittance to the supplier, we have to wait until the payment appears…

    2 votes

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  15. Why does the Supplier ABN not appear on the online invoice view? We now have to download the invoice as a PDF to see the ABN. This was not an issue with the Classic view.

    2 votes

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  16. Receipts sent to bills do not require due dates, having to have them as a compulsory item wastes a lot of time. Can you make this an Option?

    Constantly having to fake a due dates and re-approve is not needed for 60% of bills.

    2 votes

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  17. Ever since Xero updated the online view to hide invoice info, I get one or two clients a month asking me what they're being billed for.

    Of course all they have to is click for details, but users are funny that way... they're not seeing it, and there's really no good reason to have this info hidden. I wish there were at least a setting to show them as expanded/visible by default, or even just have the first bit revealed so people would notice that they can click to expand.

    As it stands I have people who think I'm invoicing…

    2 votes

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  18. Not a new idea but your support tells me to post it here.
    Can we please have the green approve button at the bottom of an invoice back?
    Green = go
    At the bottom because that is where the eyes rest after checking
    NOT combined with emailing or anything else as they are different processes done by different people.
    So the new idea is basically to revert this back to how this worked in the old invoicing which had it right on all accounts (intuitive, neat, procedurally correct and efficient).

    1 vote

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  19. Attaching a file from the Xero Library to the new Sales Invoice template. Files saved to a folder within the Xero library now show ALL files rather than just the ones unattached, so you have to sort through all of them until you find the file you need (the attached ones were not shown in old invoicing). This is taking longer to process.
    I do sort the files in submission date order, but when you have up to 50 per month submitted it takes a while to scroll through the already attached pdfs.

    1 vote

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  20. Classic invoicing uses shading on screen to help see the data fields. Recreate that in new invoicing. You might find you get a better response to new invoicing if users can easily see the data they are trying to work on rather than scanning a white screen. The content is fine, it just looks rubbish.

    2 votes

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