4789 results found
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Pricing plan - Add one off fee 'Read Only' plan
Have numerous SAGE systems not now in use but it would be useful to get into Xero but do not need a monthly subscription although it would be nice for a one off fee to get a xero (READ ONLY)
set of SAGE DATA in case any historical info required.31 votes -
Branding - Links to Invoices from custom DOCX Statements
Link to Invoices on Custom Statements
Xero recently added a link to Invoices on the Standard Statement. Thank you! However, this is only helpful if you're using the Standard statement. We would like to be able to add the Invoice link on Custom statements as well.
40 votes -
Credit control- Add 'Days Overdue' to Contacts
Restore the ability to see the total number of days an invoice is overdue from the client contact page for credit control. It used to say 125 days overdue in red - that has gone so it is now not as easy to decide how firm to be when emailing a client to chase a late invoice. Those days overdue on an email heading get attention fast.
80 votes -
AU Payroll - Customise User Permissions
We need the ability to further customise User Permissions. For example, a company could have 3 bank accounts and one credit card, all of which need reconciling, but I want two employees to share responsibility. So, employee A can do two bank accounts, and Employee B can do 1 bank account, and one credit card, and each can only see what they are responsible for. Secondly, we should be able to set up a Finance Manager who has certain permissions again separate from all other options. For example we may have a Purchasing Officer with authority to purchase goods/services up…
5 votes -
New invoicing - Invoice number changing
more of a fault - when creating a sales invoice and editing the invoice number - it keeps going back to a system default invoice number, even when that has been deleted/erased.
3 votesAppreciate you sharing here, Mike. Keen to get a bit more detail on the actions that are occurring for you here. When you say you remove the invoice number and it's changing - Are you trying to save the invoice with another number that you're entered or would you be trying to save this blank?
If not already I'd recommend raising a case with our Xero Support team of specialists to take a closer look at why this may be changing for you.
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Invoicing - Show attachment option at the top of the page
The button to view attachments was at the top of the page in classic invoicing but is at the bottom in new invoicing. Our sales transactions are imported from our point of sales software via API. Every sales invoice has an attachment and we now have to pointlessly scroll down to the bottom of every invoice before we can view the underlying report. Please put the attachment button back in an accessible place!
3 votes -
AU Payroll - Option to set week ending date on Timesheet Detail report
The week ending period on the Timesheet Detail Report is Monday to Friday and cannot be adjusted.
Oaur pay week runs from Wednesday to Tuesday. We have to duplicate data on an Excel spreadsheet for reporting for management.
It would be very useful if the week ending period could be edited so we could use the reporting in Xero and save time processing payroll.
20 votes -
GoCardless - GoCardless as a Bank Feed
As the old 'GoCardless for Xero' integration is no longer being developed.
And the new 'GCiX' GoCardless as a payment service integration is even less functional.
Stripe, Paypal, Tyro and eWay all have bank feeds.
We need a functional bank feed for GoCardless.
31 votes -
New invoicing - Retain formatting and special characters in Contact 'To' field
It's good to see you have extended the period before removing classic invoicing because I still need to revert to classic for certain features that are missing from the new system, namely:
- The ability to copy invoices to Bills and PO's - this is an important feature that I use regularly
- Send invoices via Xero network - again this is a feature that has been useful especially for invoicing between subsidiaries.
- Save and continue feature, I don't like the auto save feature because it continues to update the history and notes while I am still adding details to the invoice…
3 votesAppreciate your feedback here, Helen. We already have existing idea that we've added your vote to for the first 3 points you've shared. You'll receive any updates of progress for these separately. I'll just adjust the title for your idea here to reflect your last point around the formatting of a contact name. We'll let you know if there is any change planned for this, here.
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New Invoicing - Include org name in PDF document name
New Invoicing - have the document name of invoice include who it is from.
PDF will show INV-02335OrangeCross.pdf
INV-[inv number]_[organization ref max 10char].pdfGreat for me as an exporter of invoices but more importantly as an importer
2 votes -
AU Payroll - Ability to pay staff with joint bank account in same pay run
Please enable the ability to pay staff with a joint bank account in same pay run. We currently have to pay two couples with a joint bank account into separate accounts each run. Xero does not permit two payments into the same bank account in one pay run. I have confirmed with our bank that this is not an error on their end. Xero support have informed me that this is not a function that Xero currently offers.
2 votes -
New Invoicing - Copy invoice to keep existing email
Thank you for delivering to keep the existing contact when copying an invoice. Now when you email the invoice the email address is not populated from the contact file. You have to go and look it up to send the copied invoice.
Please refer to the contact details and pre-populate their contact email addresses.
Thanks
5 votesSorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.
Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.
To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.
We understand…
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Bills | NZ - Manually adjust GST for each line
Ability to edit GST line by line on bills in order to agree balances to supplier invoices (Due to rounding issues)
18 votes -
New Invoicing - Files - 'View' and 'Delete' UI
There is a significant design flaw in the new Files UI:
1. The delete button will remove an attachment on a single click, rather than prompting a confirmation.
2. The 'View' file button is directly next to the delete button increasing the chance of accidentally clicking delete instead. Given the point above there's no way of recovering the attachment as clicking it will instantly remove that file.In the old invoicing you could simply click the file name to view rather than clicking a 'View' button. The delete button was under a cog and initiated a second click to confirm…
5 votes -
Add the new functionality to add an overdue amount to an invoice
I'd like to recommend add the new functionality in Xero to add an overdue amount to an invoice.
Thank you
2 votesHi Anna, when you say overdue amount would this be when sending an invoice to a customer and only showing the amount left to pay? If so, this is already possible with the email the customer receives and you can adjust the body of the invoice email to include the Amount due placeholder.
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E-Invoicing - Dual language support (English and Arabic) for ZATCA (Zakat, Tax, and Customs Authority) compliance in KSA
To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.
- Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.
A. Using a Third-Party Integration App
Search for ZATCA-Compliance Apps:Go to Xero Marketplace and…
3 votesHi Saqib, while we’re unable to offer eInvoicing in your region at this time, you could look into third-party apps available in the Xero App Store that support eInvoicing.
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Invoicing - Use drag & drop to copy line details
Hi Xero Team , Kindly find attached file for your reference. I am sharing video file and screenshot that feature very useful for all user and copy above cell during invoice and bill generate. I am suggesting to IT team if they unlock drag and drop copy cell from above cell from mouse that feature would be very appreciated and may help to all user to easy invoicing and bill that help to time saving while enter multiple similar details in invoice or bill. I have also mentioned how to prevent accidental drag & drop cell with using ON/OFF button…
5 votes -
Bills - Temporary pop up after creating bill and view bill opening in new window
A slight nuisance when creating bills, that seems to have started happening as part of the new invoicing 'updates' as I never had these two issues before.
1) There is a certain bill transaction that I add monthly, usually 10-15 per month. The lines are always the same so for speed I always copy one bill to another and so on. Once I add the payment Xero sends me back to the home screen and a pop up appears in the bottom left hand corner to 'view bill'. I click on this to then copy the bill for the next…
2 votes -
Supplier Payment Receipts: ability to receipt remittances in Xero
Why can’t we simplify the process of submitting and reconciling remittances from suppliers using a "receive money transaction" in Xero? Currently, when we receive a remittance through Hubdoc, we must manually change it to 'receipt' before submitting it. This creates an invoice draft in Xero, which we end up deleting as it serves no purpose, leaving the remittance stuck in Hubdoc. This process is inefficient and doesn’t make sense. We want to phase out Hubdoc, but it's currently the only place where we can store remittances. Ideally, Hubdoc should communicate directly with Xero, identifying the file as a remittance for…
2 votes -
New Invoicing - View Exchange Rate Used
It’s not possible to view the original invoice exchange rate in New Invoicing. New invoicing only shows the current exchange rate. I have to revert to classic invoicing to see what rate was used when posting the invoice.
4 votes
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