182 results found
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Bills - Automatically go to the next draft bill after approving bills to pay
When looking at Bills to Pay that are in Draft, we review the bill and approve. We then end up on the approved/awaiting payment bill screen. To get back to the next Draft bill to pay, we need to select "Bills to Pay" from the breadcrumb nav, then select back onto the Draft tab and finaly select the next bill.
It would be good to have an option of "Approve" where we can directly go to the next draft bill to manage.
80 votesHey everyone, thanks for this suggestion.
Now when you're reviewing a Draft bill, you can click the drop-down next to Approve, and select 'Approve & view next', to take you to the next bill instead of returning to the list. Screenshot attached for reference. Enjoy! 😊
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New Invoicing - Open attached files in the current window
open attached files (especially PDFs) in the current window (same as old invoicing), not in a new tab which is automatically happening with new invoicing.
is frustrating as you now need to go back and forth between tabs if you want to transpose info from the attachment into the invoice.
Much more user friendly the old way with a resize-able/move-able viewing window within the same tab78 votesHi team, thanks for staying tuned into the idea here for update of files preview. Our team have released a change, and you'll now find when you 'view' a file attached to an invoice this'll now show a side by side view so you can transcribe any detail as needed from the attachment to your invoice. ✨
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New Invoicing - Time stamp in History & Notes
In the classic invoicing history, we can see the date and timestamp, this is not available in the new invoicing - see attached screenshots.
We use this time stamp a lot for trouble shooting - like what time or XPM and what time was the invoice approved. This helps if there is an integration problem or double up, or payment query.
78 votesWell that was quick! 😉 It turns out along with an entry when an invoice is sent, our product team also managed to release time stamps 🎉
In history & notes of new invoicing, next to the date you'll now see a time stamp of when an entry occurred. Thank you all who voted and shared with us on the idea, here.
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Invoice - Ability to add BCC field when sending invoices
It would be useful to have a cc and bcc field when sending invoices so that either the business owner or another individual could receive a copy of the invoice when it is sent. This functionality is available in QuickBooks.
78 votesHi team, with the release of our new send experience you now get full visibility of what's being sent to your customers when sending from new invoicing with a side-by-side view. Along with this, the team have developed the ability to add CC and BCC so you can easily include others.😁
Thank you all for sharing how we can make Xero better when running your business.
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New invoicing - zero balance invoice can't be saved
Xero, it is another shocking mistake in new invoicing. To do the job I had to switch to classic invoicing.
I had to correct a "GST on income" amount in the locked period. So, I had to record a zero-balance invoice. I hope that somebody in the production team does understand accounting and knows why this correction is done as a zero-balance invoice.
An error message popped up in new invoicing: Zero balance invoice can't be saved.
It is a joke, right!?
Please fix it as soon as possible.
71 votesHi team, thanks for all adding your interest and following the idea here. Our product team have recently taken a closer look over the root cause of the error users were receiving when trying to approve a 0.00 invoice with negative tax.
They've released a change that resolves this, so you should no longer receive an error when trying to approve invoices of this nature.
We appreciate the feedback raised on this through the idea. If you do run into any scenario where receive this error again, please raise a case with our specialists at Xero Support who can deep dive in with you to investigate.
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New invoicing - show account column after saving
I've noticed in the new invoicing that the account column disappears when it is saved. While I don't want the account column shown on the actual invoice, I use this saved version in Xero to check that the correct account has been selected. I will not switch to new invoicing until this option is available as it would be extra time to edit the invoice to see which account was selected. Classic invoicing is a much better experience in my opinion.
69 votesThanks for staying tuned with us through the idea, here. As you may have seen when recently invoicing, we've released a new line item grid when the invoice is saved, and in view mode.
Along with other enhancements this encompasses moving details into their own columns including the Account column. We appreciate your feedback and sharing on how this change could improve the experience for you.
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New invoicing/quotes - Allow figures with commas in price and amount fields
The new invoicing/quotes is a terrible downgrade for the price fields. It is incredibly strict with regard to numbers that can be pasted. Generally for prices, we are copy and pasting from a spreadsheet or another database. These will commonly have a comma for thousands and a dollar sign. The new quotes/invoices requires these to be stripped out and numbers entered strictly like this > 1111.00. It's a major annoyance and time waster.
68 votesHi everyone, thanks for contributing and feeding back on this idea. We appreciate the needs in being able to quickly enter data into your invoices and are continuing to build on new invoicing experience.
With a recent update we've released what you're asking here, and you can now copy and paste numbers that include commas (,), and currency symbols such as $ or £.
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Payment Services - Collect ACH debit payments through Stripe
Please allow us to collect ACH direct debit payments through Stripe, and not force us to use a 3rd solution (GoCardless) for that.
Stripe offers direct debit ACH when sending invoices directly from Stripe. There is no reason it shouldn't be available through Xero.
60 votesHi everyone, over the past year we've made a lot of updates to offer more ways for your customers to pay invoices with you. As you may have seen, we've released ACH debit for US organizations, a new payment method by Stripe.
This payment method allows you to accept direct bank payments on invoices, without costly card fees. Your customer can quickly authorize a one-time payment to be withdrawn from their bank account for the total invoice amount - all without leaving the invoice.
We appreciate users from regions outside US that have voted here, however with ACH being a US specific payment method we don't have any plans for extending this payment method more broadly.
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New Invoicing - Ability to copy invoice to a quote
In Classic Invoicing, you could copy an invoice to all sorts of things: Invoice, Quote, Purchase Order, Bill. See first screenshot.
In New Invoicing, you can only copy an invoice to another draft invoice. See second screenshot.
Please can you replicate the 'Copy invoice to a quote' functionality in New Invoicing?59 votesHi everyone, coming back to share that this is now live. You'll find within the 3 dot menu of new invoicing there is now the option to 'Copy to draft quote' 😊Thanks again for your engagement here.
If you're also interested in the other 'copy to' options, join and follow updates for these through the ideas below.
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New invoicing | View contact address
Can the new invoicing template show address like the classic invoicing template does?
Classic invoicing - Shows company address and the person it is addressed to (Attention:) when viewing the invoicing from our end
New Invoice - Only shows the company name and to check if the address is correct and if the person it is addressed to is correct you have to click on Edit or download it as a pdf to verify it.
Example Snapshots attached.54 votesHi team, with our latest updates to new invoicing you're now able to see your contacts address if they have one saved when viewing the invoice.
Appreciate the question around being able to edit the address and to confirm - you'll find in view mode you can click on the contact to view the contact card. If you'd like to edit the address click the small link in the top right of the contact card. This'll pop the contact open in a separate browser tab where you can edit and add a billing and/or delivery address. 🙂
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New Invoicing - Quick find Address
Having "quick find" on the billing address when entering a new contact through an invoice.
50 votesHi community, we appreciate your ongoing engagement with us through the idea here. We've now released updates to the ‘Contact’ field within new invoicing - With the changes we’ve made, you can now look up and quickly find a contact delivery or billing address as you’ve been requesting. Other improvements we’ve made include; being able to enter more address lines, and an Attention to for each address on the fly.
Thank you for sharing with us through product ideas, here.
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Bills - Assign planned date within individual bill
Usually, the options when you make a new bill would be "create new, copy, edit, etc" and date issued, date due, but no date planned to pay. SoI hope that one day there would be an additional option of "schedule for payment at date" because sometimes there are so many bills lying around and going to the "ALL" tab in Bills to pay, to find which are the bills that haven't had a schedule yet to schedule it is kind of inconvenient. So if I may, I would like a small additional option to be able to assign a planned…
50 votesHi everyone, returning to confirm that Quick view for bills has now been released to all users.
You'll see while still on the list view when you click the 'eye' icon you can see full detail of your bill and make a few quick actions including the ability to add a planned date.
I appreciate there are a couple of recent comments still wanting to see this in the individual bill page - please give this option a try and feedback if still does not meet your needs. We may open another idea to get a refreshed sense of the interest. Thanks
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Invoicing - Option to Add Multiple New Lines at once (5, 10, 15 or 20)
When using Classic version of invoicing, there was an option to Add a new line and then a drop down option to Add 5, Add 10, Add 20 lines.
In the New version of invoicing, this option seems to have disappeared?
Please provide this option if this has not already been provided. I can only seem to add a new line after entering the first line of information.
I found the Add 5 and Add 10 lines really helpful when I'm copying similar job items down a list than having to tab across to get to the next line when…
41 votesHi community, thanks for your on-going support and letting us know how useful you find adding multiple rows at once is to you.
Our teams have stayed tuned into feedback we're receiving and I'm pleased to share you'll now see a drop down next to the 'Add row' button where you'll get the ability to add 5, 10 or 20 rows to an invoice at a time 😊
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Bills - Prompt an alert for duplicate Purchase Invoice references when approving from list
Ability to alert a user when there’s duplicate invoices references when they’re about to approve it.
Purpose: To prevent when user approved invoices in bulk through either the Draft or Awaiting Approval sections. So they can double check
41 votesOur duplicate bills detection is now live! 🥳Xero will compare the contact, reference and amount of bills and credit notes to identify and help you review possible duplicates.
Where duplicates are picked up you'll see a banner above the bills list where you can click to review, this option is also available from the 3 dot menu in the top left of the list.
From the review page you'll be able to take action on any unpaid bills. See more on this feature in Xero Central.
Thanks for all your contribution and sharing how we can improve Xero for you.
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Bills List view - Highlight when line selected
The new Bill view has lost the ability to highlight a certain bill when you tick the box next to it. In the old version if you ticked the box that bill would remain highlighted in grey so it was easy visually to know which bill you're currently working on. This has stopped since the new Bills view has come in. Any chance to can add it back? In the attached screen shot you can see a bill has been ticked but it remains white like all the others in the list.
36 votesNice update before the weekend, team. Highlighting in the bills list view is now available 😊
When you next select bills these'll be highlighted on the screen.
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New Invoicing - Show invoice number on tab
The new invoicing system no longer shows the invoice number on the tab. It's handy when going between programs to use the said invoice number
35 votesAppreciate you all staying tuned into the idea with us here, everyone. We've made a recent update where you can now see the invoice number in the browser tab when viewing an invoice with new invoicing.
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New Invoicing - 1-click option to delete lines
In Classic Invoicing there is an X to delete a line. In New Invoicing I have to click on the 3 dots then select Remove from the 2 options that are displayed (Save to inventory or Remove). Please can the function of a single click on the X be retained.
34 votesThanks for your feedback and tuning into the idea here, everyone. Our team have been doing a lot of work in this space to iterate on new invoicing and improve the experience for our customers.
With one of our most recent updates the team implemented a change to the way you delete lines of your invoice. You'll now see a small 'bin' icon at the end of each line enabling you to easily delete lines as needed, without any extra clicks. 🙂
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Invoicing - Ability to copy invoice within a locked period
Kelly, it is a long message. Please be patient. It demonstrates what mess is created in new invoicing. It demonstrates that new invoicing is not ready to fly solo after 20.11.2024. We must have a functional backup of classic invoicing if new invoicing is so erroneous.
I had to credit invoice INV-1548 for $1,483.35 in the locked period and replace it with two new invoices addressed to two customers (let’s call them customer1 and customer2). I had to show in the new invoices what was the credit part for each customer.
My steps are below:
1. I copied…33 votesHi everyone, upon further testing of the previous raised issue here it appears this has been resolved with some of the updates that the team have made within invoicing.
Following the same steps to copy a fully paid invoice that's within a locked period you should find that you're now able to copy this within the invoice with now errors.
If you are still having any difficulty with this or running into errors when trying to copy a paid invoice that's within a locked period to a new draft invoice, please do raise a case with our team of specialists at Xero Support so we can investigate with a closer lens and get appropriate details to escalate with our product teams.
We appreciate all your feedback and engagement with us through the site. Thanks
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Bills - Manually adjust VAT for each line
Ability to edit VAT line by line on bills in order to agree balances to supplier invoices (Due to rounding issues)
32 votesHey community, thanks for all your support on this idea.
Tax adjustment functionality varies by region, as this idea was raised relating to adjusting VAT in the UK I'm popping in to switch it across to delivered!
To adjust the tax amount for a line item when creating a bill:
- Select the Tax exclusive option in the Amounts are field
- Click the + symbol next to the Tax Rate heading to show the Tax amount field.
- Edit the amount shown in the Tax Amount box.
Our Adjust the VAT amount on unpaid transactions support article provides further information on this process.
We have ideas for this similar option in the AU version here, and another for NZ here that you can follow for updates. For other regions, you’re welcome to create a new idea so we can gauge user need for this.
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New Invoicing - Allow manual typing of a Date in 'Add Payment' screen
Hello,
When you go to add in a 'add payment' in new invoicing, today's date auto populates. If you click on this field to change the date, you HAVE to use the calendar and arrows, it won't let you type in a date.
Can you please add this feature, like is available in most other areas of Xero?
If you could also please allow any date format to be entered in his field this would be preferred, (yes like bank reconciliation dates, not like fixed assets dates which only allow 1 format of date to be entered)
30 votesHey everyone, we've heard your feedback loud and clear, and we're happy to share that you can now directly type dates when entering payments on invoices.
You can use the forward slash (/) or hyphen (-) as separators, making it quick and easy to enter the dates you need. Plus, all the handy keyboard shortcuts you already know will work in these date fields too, making the process even smoother.
Thanks so much for letting us know what's important to you. Your input helps us make Xero even better 🙂
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