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  1. Add feature to automatically follow up on quotes / send quote reminder *days before expiry or *days after quote issued — as there is with invoices. This feature comes standard with most other quoting interfaces.

    45 votes

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    25 comments  ·  Business features  ·  Flag idea as inappropriate…  ·  Admin →

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    Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business. 

  2. Ability to automatically pay supplier bills from within Xero, withouth having to login to online banking.

    Purpose: To make it easier to pay bills, rather than having to jump between two different platforms.

    52 votes

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  3. Auto select option to attach a PDF copy of the sales invoice by default.

    Purpose: Save time having to manually tick the option to include PDF when sending an invoice in new invoicing

    115 votes

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    44 comments  ·  Business features  ·  Flag idea as inappropriate…  ·  Admin →

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    It's great to see this idea getting so much engagement - Thanks everyone. 

    Taking in recent comments, I wanted to give a little more clarity to the idea here, as it sounds like there are a couple of differing asks. 


    Right now, in both new invoicing and classic you can select to include a PDF of the invoice - See my image below. 

    A bit different to including files that you may have attached to an invoice when sending


    Our product team are aware there are still some differences between new invoicing and classic, and we'll keep developing to add functionality from classic to new invoicing - Not something we can give a timeframe around. You can stay in the know of upcoming features through our article here, we'll let you know of any updates that impact the idea here. 

  4. It would be great if we could add ageing on client/customer statements. (Current, 30, 60, 90 days) Many clients have requested that the ageing be displayed on their statements. Current, overdue and total isn't detailed enough..

    29 votes

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  5. The option to manually or automatically create an overdue statement for late paying customers

    39 votes

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  6. Ability to delete invoices permanently in Xero.

    Purpose: To make the lists of invoices looks cleaner, as the voided invoices will not be listed there. Especially for the ones that’s created accidentally.

    27 votes

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  7. Ability to specify a set approver for a specific employee when they submit expenses

    24 votes

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  8. Ability to have an option to automatically update purchase price on the item when users buy the same new items.

    Purpose: To save time from having to manually update each item price when there’s a different price on the same new items.

    20 votes

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  9. When reviewing GST returns it is easier to review the audit trail by code rather than by date to identify transactions missing or unusual transactions.

    11 votes

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  10. When a customer accepts a quote via the link the email is sent to the users email address - suggestion is to have it sent to the REPLY TO email address and / or the USERS address.

    10 votes

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  11. I can not fine any answer on the web or searching on xero to see if this is possible. I have tried the app but there does not seem to be an option. The xero app would be amazing if we were able to raise a PO. We store product from our supplier and being able to send them a PO at the time of picking would greatly reduce handling of the matter by not having to send an email for it to be raised. In an age where phones and Ipads are becoming more common, this solution would seem…

    14 votes

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  12. Ability to have a supplier name and link back to supplier contact list from the inventory.

    Purpose: Users can easily have information from which suppliers that they’ve purchased their inventory from, and can easily update any changes within inventory and supplier.

    13 votes

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  13. New quote screen has created a lot of extra steps in creating quotes
    i.e.
    - moved buttons out of intuitive workflow space
    - save button now hidden at top right instead of at bottom of quote
    - quote numbers less visible once saved
    - sending a saved quote takes a lot more steps

    Understand the need for new framework but the workflow changes have made creating quotes longer and more complicated. Thanks.

    8 votes

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  14. To have a list that shows bills that have and haven’t been assigned to billable expenses.

    Purpose: Users can easily identify which bills that have and haven’t been assigned to billable expenses.

    12 votes

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  15. Ability to add images for each line item in quotes.

    Purpose: Users’ who are selling products can easily send the picture of the product through Quotes.

    13 votes

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  16. Revert an approved invoice that's not been sent back to a draft. Especially helpful if accidentally approved.

    13 votes

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  17. It is all too easy to accidentally upload a batch of sales invoices to Xero from the wrong period. It can then take absolutely hours to delete these as Xero does not have the functionality to remove these en masse.

    6 votes

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    Hi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂

    Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here? 


  18. To have a column of back orders/negative items within the Sales Invoices.

    Purpose: Users can easily enter back ordered items rather than doing extra steps of adding 1 more item in their inventory.

    12 votes

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  19. Ability to have separate fields for posting date and invoice date.

    Purpose: To make users can ensure the expense is recorded in the appropriate month (posting date), and the due date is properly calculated (invoice date).

    11 votes

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  20. Entering multiple payments to an Invoice in Xero. Currently it exits the invoice when you enter a part payment in the payment section. I often want to enter several payments for cash received and card payment received on several days and have to keep going back into the invoice for each payment.

    8 votes

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