4739 results found
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New Invoicing - Approve & email + add another option
Hi Kelly, could we have approve + email plus add another invoice on the same option drop down please, saves soo much time 🙂
5 votesThanks for the suggestion! I've made sure to pass your feedback on to the the team, we don't have any immediate plans for this but will be good to build the interest of this here and I can keep you updated if any plans are made.
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Sales invoices - Bulk date change
Could we have a bulk date change please for when we are ready to send a lot of draft invoices or any in awaiting approval (and in the repeating 'payment due date' section)
we rely on the repeating function but its a pain to go in and change them one at a time when there's loads, especially when they copy over into draft aswell, its a mammoth taski.e also an option for '30 days payment due upon receipt of invoice' 😃
6 votes -
New invoicing - Ability to set 'days due' when sending invoice
An option to see how many 'days' due in preview section for the new version of invoicing
Could we have an option in xero please to select 'due 30 days' from when we approve/send an invoice ?
In the classic invoicing when you preview it (before approving and sending it) it would always say how many 'days' it is due as well as the 'due date' this helps as we expect payment within 30 days of the customer receiving the invoice not 30 days from the invoice date.6 votes -
New invoicing - More Address Lines when adding contact details
When sending an invoice to a new customer using the new invoicing you can only add one address line before the Town/City field. With the old invoicing you could add multiple address lines before the Town/City field (as you can also do with their Contact page and clicking edit).
With new invoicing this is difficult. Every time you need to add an address to a new invoice going to a new contact within the invoice screen then you only have one address line above the town/city field.
To add more address lines above the town/city field you need to amend…8 votesAppreciate the need in being able to add these extra address details in when entering your invoices. Thanks for sharing with us here.
We have work underway that'll enhance the detail that can be added in the contact card when using new invoicing and will be providing more lines to enter your contacts address details. I'll return to let you know once this is released.
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Quotes - Send quotes via SMS
Send quotes and invoices via sms
9 votes -
Payroll - Bulk imports such as tips
We currently need to manually enter additions such as tips to several employees which is time consuming. It would be nice to enter all the tips with one CSV import into Xero.
4 votes -
sales invoices default landing tabs
When I save/submit for approval an invoice Xero always takes me back to the Sales Invoice "Drafts" tab - it would be great if the default was to take me back to the same tab
1 vote -
Bank Feeds - Automatic Bank Feed with Maybank
Since October 2023 automatic bank feeds with Maybank are not working anymore. Before that, they worked perfectly fine, but since then they are not working, and have not been restored from Xero ever since. As per Support there is a technical problem, and they are working on fixing it for over a year now. So this is not even a new idea, but only the request to restore an important feature that already existed before. Please work harder on fixing this issue!
1 vote -
NZ Payroll - Set a Fixed Amount to be paid into an employee's bank accounts
Option already exists to have multiple bank accounts, however If bonus etc is process separately this option doesnt work as its a different pay run, it would be good to have a fixed amount option that lasts for the month and then re-sets, regardless of how many times employee is paid, after fixed amount is paid, balance goes into different account for that month and then re-sets
1 vote -
Prepaid Expense Manager
My Idea: Somewhere to enter a prepaid annual or longterm expense (ie Insurance) that can first go into a Prepaid Expenses asset account and then set to either expense at regular intervals until "used up" or able to manually expense as periods come to a close. This manager would help keep track of all prepaid expenses in one place and would keep a running balance for each item. Viewing options would include being able to filter/sort by item (ie 2023 Insurance Premium), or by type (ie software subscriptions) or by expense account (ie Insurance Expense).
2 votes -
Quotes - Option for feedback when rejecting
The idea is to develop a function for our clients to retrieve instant feedback from prospective customers on the rejection of a quotation they have received.
This can be in the form of an automated dialogue box where the prospective customer can give reasons/comments as to why they have rejected the quote i.e too expensive, found a better deal, specifications - lack of or incorrect etc.
This will save the customer time to know instantly what the problem is so when do give the prospective customer a call, they have a prepared response and enquire further as to how they…
2 votes -
Reconciling | Add Details - Highlight bank feed Description
During reconciling, when adding details - Description section coming from bank feed could be auto-highlighted saving time, allowing it to be changed more easily, rather than having to mouse across to select or (triple tap trackpad). This way if it didn't require a change of description, we can tab across. But having it automatically selected when tabbing through fields would be amazing if possible. eg. of highlighted area attached.
2 votes -
Invoice - Show delivery address under business name
In the Standard Invoice template - the delivery address currently shows in the middle column, rather than under the name of the business. This is confusing if a business has multiple locations, with one centralised billing address. It means that the centralised billing office can't easily see which location the invoice is for/items were delivered to.
It would be better to show the delivery address under the name of the "To" so it's obvious which location the items were delivered to with the name and the corresponding details of address and contact person.3 votes -
Invoices - Ability to set "Ask a question" replies to be sent to the organisation delegated email address
Currently, when a client clicks on "Ask a question" when viewing their invoice. This message is sent to the staff members personal email that created the contact in Xero rather than the delegated email address the organisation has selected in Email settings.
What if the staff member no longer works at the company or these emails are being missed as they are not sent to the organisations delegated email?
27 votes -
Bank Reconciliation - Show invoice due date as well as issue date
It'd be great if we could view the invoice due date as well as the issue date while reconciling payments.
1 vote -
Invoices - Option to identify which invoices are not assigned to a Project
When using Xero Projects, we can assigned Bills and Sales Invoices to a Project.
However, it is possible to create a Sales Invoice and easily overlook assigning it to a Project.
There is no way to identify Sales Invoices which have not been assigned to a Project. (A recent update provided a feature to do this for Bills but not Sales invoices)
44 votes -
Customer Statements - Include prepayments
Customer Statements - Would be good if customer statements could include a prepayment balance somewhere on the statement. My client receives a lot of prepayments and would like customers to be able to see at a glance their remaining credit.
11 votes -
Collect payment in xero
Is there any plan to add an option for collecting payments through Stripe directly within Xero? Often, when I call customers for payment, I am in Xero looking at the invoice, and the customer wants to provide a credit card for payment. Currently, I have to log in to Stripe to process the payment. It would be much easier and more efficient if I could charge the client directly from the invoice itself, don’t you think?
1 vote -
Contacts - View all transactions history & notes from contact record
Ability to go into the contact/client and see all notes under history and notes also the notes that are made under an invoice for the client. So ALL notes are in one place and users don't need to run a report to check a note. The former Xero layout had this. Invoice notes showed up under history and notes for the client in the old Xero layout before July 2023.
31 votes -
AU Payroll - Show Reimbursement total in pay run overview
When you view a payrun, the breakdown at the top shows: Earnings, Taxes, Superannuation, Net Pay, Status & Payment Date.
When you view the details for any of the employees there is an additional field for Reimbursements at the top of the screen.
It would be great if the reimbursements total was also shown on the pay runs summary screen to quickly review and identify the total.
Especially when the clients run their own payroll and we are just reconciling.4 votes
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