1399 results found
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Inventory - Add default tracking options to items
Adding default tracking option for inventory items in Xero.
Purpose: To make users don't have to think about or forget to add the correct tracking.
51 votes -
Invoice: Invoice Templates - Custom Fonts for Standard Invoice Themes
Ability to add custom fonts for standard invoice themes.
Purpose: To have a better branding for users’ business.
24 votes -
Bills - Automatic Bills sequential numbering
Ability to automatically create a sequential numbering.
Purpose: To make filing invoices quicker.
28 votes -
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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Purchase Orders - Additional supplier reference field
Having another field for supplier reference.
Purpose: User can check duplicate purchase orders easier by having another supplier reference field.
32 votes -
Reconciliation - Inter-entity loan reconciliation
Ability to identify transactions that are transferred between related entity loan accounts that have separate Xero accounts.
Purpose: a huge time saver for partners who are dealing with multiple Xero orgs.
16 votes -
Overpayments - Email/Print
Ability to email and print overpayment receipts from Xero.
Purpose: Some accountants need to print and email overpayment receipts from Xero, and having this feature will make their work easier.
47 votes -
Sales invoices - Flag an invoice as 'in dispute / query'
Ability to flag an invoice when it’s in dispute or query.
Purpose: To ensure users do not pay an invoice when it is currently 'under query/dispute' in error.
399 votesWe appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
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Invoices - Multiple due dates for payments/deposits along with the ability to offer trade terms
Ability to set up multiple due dates for payments/deposits.
Purpose: payments and deposits can be spread throughout different dates.
130 votes -
Invoices - Xero to Create/Assign invoice number when importing
To make have Xero fill the invoice number automatically when customer importing invoices.
Purpose: To save users’ time rather than having to supply their own invoice numbers.
27 votes -
Invoice Templates - Standard Invoice Branding Theme to look more like Online Invoice
Ability to replicate standard invoice branding theme appearance to look like online invoice.
Purpose: To make the standard invoice appearance better and more presentable.
19 votes -
Invoices/Bills - Default bank account for Bill payments and Invoice receipts
Ability to set up a default bank account for bills payments and invoice receipts.
Purpose: To save time from having to select a bank account.
32 votes -
Bills: Add contact - Enter full details from transaction
Ability to add all contact details needed when creating a contact from a bill
Purpose: Ease of use being able to create, and send invoices all within the transactions screen
16 votesHi everyone, currently our product team in the bills space are focused on the modernisation of Bills, upgrading technology.
Over the coming months you'll see some visual changes as we build and release these updates to Bills.
While entry of a Bill and contacts will come this is not the core focus atm. We'll move the idea here back to Submitted and will let you know when there's movement.
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Invoice - Prompt Payment / Settlement Discount
To apply a prompt payment discount/settlement discount to an Accounts Receivable invoice from the match items screen in the Bank Reconciliation.
Purpose: So users can offer early discounts to vendors/suppliers without needing to do manual credit notes or editing the invoices.
264 votes -
Bills - Deferred expenses/amortization of bills spread out over time
To see deferring expenses of bills that’s spread out over time.
Purpose: To save time posting manual reversal journals and users’ can get the ‘economic value’ figure easily.
11 votes -
Invoices - Reuse invoice number if voided
Ability to reuse invoice number if voided, so the next invoice will use the number from the voided invoice.
Purpose: Ease of reference and to make the list of invoices cleaner to manage
43 votes -
Organisation settings: Email Templates - HTML template to send with invoices
Ability to create email templates using HTML.
Purpose: It’ll make users’ able to edit the email templates easily, especially when inputting their company logo.
43 votesHi community, thanks for supporting the idea here. We understand interest in being able to adapt the email templates that are sent from Xero.
Current focus for the team at present is on the experience when using and creating invoices in Xero. We will get to email templates overtime, and your feedback and support in ideas here will help drive the teams thinking but this isn't planned atm.
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Batch Payments - Bills stays selected/ticked on multiple pages
Ability to make the invoices that have been ticked in the previous page stays ticked.
Purpose: Because it’ll save users’ time when they’re doing batch payments, especially when they have to tick all the invoices across multiple pages.
105 votesThanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
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Email notifications: Expenses - Awaiting approval and Approved claims
Ability to trigger notification when expense claims are awaiting approval and approved status.
Purpose: So the approver can review the expenses faster and the one who’s asking for an approval don’t need to wait longer for approval.
109 votes -
Expense Claims - Duplicate expense claims flag when there are potential duplicates.
Ability to have a flag feature when potential duplicate expense claims are uploaded.
Purpose: To make users easily noticed when the same/similar expenses are already uploaded.
26 votes
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