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
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.
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
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 invoicing115 votes
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.
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
The option to manually or automatically create an overdue statement for late paying customers39 votes
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
Ability to specify a set approver for a specific employee when they submit expenses24 votes
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
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
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
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 natural and a very handy option. It would also mean when we go to a supplier and may add items we can raise a purchase order in real time with access to the prices which would help with matching up bills later on. It would help with any price discrepancies because it would be sent to them in real time.
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
Hi Stephanie, this is possible through Xero Accounting app on Android devices and will soon be available on iOS.
I'll move the status of the idea to working on it and will confirm once live on iOS too. 😊
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
New quote screen has created a lot of extra steps in creating quotes
- 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
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
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
Revert an approved invoice that's not been sent back to a draft. Especially helpful if accidentally approved.13 votes
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
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?
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
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
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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