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1488 results found

  1. Option to apply invoice or bill credits in bulk to invoices
    Purpose: To save time from manually allocating invoices one by one.

    418 votes

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  2. Ability to have preview options for quotes

    Purpose: To make sure that quotes can be printed nicely.

    30 votes

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  3. Ability to show cash flow forecast on the dashboard.

    Purpose: Users can easily get the snapshot on how their cash flow projection is doing for their business.

    14 votes

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  4. Allow the automatic matching of sales invoices against purchase invoices for the same contact.

    Purpose: To make users don't have to use suspense accounts, and the function can work the way credit notes work.

    56 votes

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  5. The ability to search credit notes without having to know the credit note details.

    Purpose: To make users easier when searching credit notes in Xero.

    8 votes

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  6. Ability to send invoices through PEPPOL network.

    Purpose: To comply with the European standard of e-invoicing and e-ordering. Especially for those who deal with the public sector.

    25 votes

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    Hi everyone, along with AU and NZ it is now possible to send approved invoices electronically through the Peppol network in the UK. 😊

    We'll shift the idea back to submitted again with other regions interested in this feature and will let you know if there are any further plans made around this.

    For those interested in the ability to bulk send eInvoices - we have a separate idea for this that you can join and follow.

  7. Ability to update the date of quote when it’s revised. So the date doesn’t automatically changed by the system.

    Purpose: To save users time from changing the date when it’s automatically changed by the system.

    8 votes

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  8. Ability to duplicate a line item for invoices/bills.

    Purpose: To make users easily enter similar line items when creating invoices/bills.

    45 votes

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  9. Ability to assign multiple bills into single purchase orders.

    Purpose: To improve the users’ workflow rather than having to create multiple purchase orders.

    117 votes

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  10. Ability to change the date of paid bill.

    Purpose: To make it easier for users rather than going through the process of unreconcile the transaction, change the date and reconcile the bill again.

    11 votes

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  11. To be able to sort sales invoices by column header.

    Purpose: To make it easier for users to check their invoices.

    8 votes

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  12. Add feature on the Dashboard for users with the Adviser permission to add client notes.

    Purpose: Notes specific to that client can be held here so that other advisers who're less familiar with the client can quickly check what they need to consider when working specifically in that file.

    22 votes

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  13. Ability to send an automatic statement to customer

    Purpose: To prevent late payment from customer

    603 votes

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    Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

  14. Ability to add CC/BCC on every outgoing invoice reminder email.

    Purpose: To make other users can see the exact email that the customer/client sees."

    93 votes

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    Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.

    For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.

  15. Ability to copy bills into a new draft bill

    Purpose: This would save time having to re-create purchases from scratch

    13 votes

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  16. Ability to add a mark-up in the billable expense.

    Purpose: Because some clients will ask additional expenses to users’, this will help them easily add mark-up price in their expenses.

    62 votes

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    Hi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here. 

    When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up. 

    We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress. 

  17. Ability to allocate credit notes to a customer.

    Purpose: To save users’ time rather than having to manually go into the Billable Expenses, outstanding report, find the original invoice and edit it to remove from recharging the client.

    44 votes

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  18. Ability to have a copy of billable expenses to the sales invoice.

    Purpose: Save them time from having to send another email of copies of the expenses.

    194 votes

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  19. Ability to add a line in a paid bill.

    Purpose: To meet requirements of break up bills at a later point in time after being paid or if clients are processing the bills and payments and you may need to modify the accounts allocated to

    15 votes

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    Hi all, appreciate there's some interest in the idea here and the needs somewhat relate to those represented in the idea across here.

    To note, where needing to change the account of lines of a bill at a later date, one option would be to post a manual journal if for an individual bill. Alternatively, you could look at using Find & recode to update the account of bills that have been paid if needing to do this on more of a bulk basis - we'd recommend connecting with your advisor and testing in the demo company before actioning this.

  20. Ability to show bills and invoices that are in ‘awaiting approval’ status.

    Purpose: Saving users’ time from having to click on ‘invoices owed to you’.

    112 votes

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