4833 results found
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New invoicing - Untick sent when invoice is edited
New Invoicing My issue is that when an Invoice has been amended after it has been sent. I have found that currently the tick is still in the box as Sent . I think it should not be ticked until the amended invoice has been emailed again. I sent it twice to a customer Also The History and Notes on that Invoice Show it was updated but not emailed straight after I edited it. Anyone else having issues with this?? Maybe I should log a support call for it. If so let me know
11 votesThanks for your idea and feedback, Maria. I'm just checking in with the team on the history for the send in the second part of your post here.
In terms of the sent box being ticked. This is automatically ticked when the invoice is initially sent and does not change when an invoice is subsequently edited. Appreciate this might be something that would help your processes and I've slightly amended the title of the idea for this.
While we don't have any plans for this right now, we'll begin to get a sense of the interest in this, here.
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Email template | Sales invoice - Ability to remove due date
My client does not want to show due date on the email template on a sales invoice that I send to them.
12 votes -
UK VAT - View multiple unsubmitted VAT returns
We should be able to prepare and view future VAT returns where there are multiple unsubmitted returns. Ie. able to prepare multiple VAT returns for client approval at once. Currently, they have to be prepared and submitted before the next quarter's return is visible.
3 votesHi, grateful for your engagement here community.
Just a quick update that this idea is open for voting and comments from the wider community - please share your thoughts on how this would help you. We'll keep an eye on the support for this idea here.
In the mean time, you may wish to use the “Looking to see VAT transactions for your own date range” option to run off reports for each return period, and then calculate the VAT from this report.
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NZ Payroll - Update minimum wage increases automatically/prompt.
NZ Payroll - update minimum wage increases automatically
There are other payroll system they do this, and with the minimum wage requirements changing every year, there should be an automatic update or prompt to change anyone who is affected by this, to avoid the error in not paying out correctly as per the legislation,
1 voteWe appreciate you sharing your ideas with the Xero product community.
We've reviewed your idea and it's now out in the community so that others can share their support for your idea. We'll be in touch again along the way to let you know how it's going.
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Project Summary Reports - Include estimated expenses
Creating projects in Xero is a great and useful function. Creating estimated expenses inside of the projects is even greater. However, those estimated expenses not showing estimated costs to complete the project is a missing crucial feature for me. Currently the estimated costs do not show in projects summary reports unless there are expenses towards that estimated expense item. This is a major flaw because anyone wanting to track estimated expenses needs to know the estimated costs to complete on all projects.
Similarly, projects will zero cost or revenue do not show up on project summary reports. This is also…
9 votesThanks for the detail in your idea here, Kyle. We don't have plan for this atm but we'll track interest in this through the community and share if there's any updates.
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Bug or Missing Feature Reporting
There is nowhere to report missing features and bugs apart from this forum, which is more for ideas.
I have found it difficult to find a place to report an issue quickly.
For new invoicing the list of missing features and bugs should be reported so we can see what has already been picked up and what is being worked on and fixed.10 votesHI Jill, appreciate you posting here, not knowing where else to go.
For something that appears to not be working as it should or where you're having performance issues in Xero - these are best to raise with our specialists at Xero Support where we have tools to investigate, triage any issues and escalate with our team if needed.
When it comes to new invoicing we've communicated a lot of the changes and what's coming up through our Xero central page here. Otherwise, you'll also find many ideas for changes across product ideas here that I'd recommend joining for updates where you're interested. Searching 'New invoicing' on the main page of the site should help you find a list of the different features.
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Spend Money - Prefill details based on last entered
For Spend Money entry, I have two elements that would speed up entry:
Prefill the last entry for that Contact. Most venders (e.g. "Uber") will be the same expense type over and over. Having the 1st item prefill from the last entry will save time.
Right now "Save" is essentially "Save and Close" -- and then "Save & Add Another" creates a new blank item. I would like "Save" to stay on the same screen, so I can then use "Copy" from the "Options" menu to enter the same/similar item.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Xero Accounting app | Reconciliation - Show tax for suggestions
Hi, on the mobile app, it would be really helpful, if when reconciling bank entries, when xero comes uip with its "suggestion", that is also displays the VAT line. Saves having to go into the suggeestion edit and check VAT is applied correclty
1 voteHi Ray, we understand how helpful it'd be to see the VAT/tax line directly on the automated reconciliation suggestion in the Xero Accounting mobile app. Currently, the mobile reconciliation suggestion card doesn’t show the tax line, which means extra taps and added steps.
This idea is now in the Gaining Support stage. Your votes and comments help us understand how important this feature is to the wider Xero community and guide our product team’s priorities.
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Depreciation - ability to add when creating an invoice for a fixed asset.
When posting an invoice as a fixed asset, why not choose the depreciation rate at that point, when the invoice is posted?
1 voteWe appreciate your idea—it's now live for the community to review!
This is where you come in: share it with your colleagues! Their votes are crucial, and their comments can add valuable detail about how this change would specifically improve their experience with Xero. Let's get the support rolling.
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Reconciliation - Overpayment Allocation Reminder
When reconciling bank accounts for money received a reminder of overpayments allocated to the clients account would be useful.
1 voteHi Tania, thanks for submitting this idea! We understand it'd be to have an automatic alert for unallocated overpayments during bank reconciliation. Without this, credits can be easily missed and left unallocated.
Right now, there’s no pop-up or indicator on the reconciliation screen to remind you about existing unallocated credits, so manual tracking is needed.
This idea is now in the Gaining Support stage. Your votes and comments help us see how important this feature is to the wider Xero community and guide what we build next.
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Quotes - Quote status between Accepted and Invoiced
After the customer accepts the quote, we need to book the work in. It doesn't get invoiced until the work is complete. It would be helpful if we could add an "Expected Start Date" to quotes after they've been accepted, or at least be able to mark it as "Booked".
2 votesHi Brian 👋 Thanks for for letting us know the changes that matter to you, especially when it comes to managing the progress of your quotes.
We've reviewed your idea to add more detailed statuses to quotes between the 'Accepted' and 'Invoiced' stages, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this idea could improve their experience with Xero.
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Applications and invoices for construction company
Have the ability to post a application before the invoice is received.
2 votesHi Danielle, when you say you'd like to post an application. Could quotes potentially be a fit for this purpose here? Otherwise could you share a bit more detail on what would be needed to record the application in Xero.
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Check remittance advice from contact record
Ability to send or check remittances from individual contact page
When a supplier requests a copy remittance it would be easier to be able to go into their contact page and check/send a remittance from there instead of having to look at the batch remittance and send from there.4 votes -
Reporting | Publishing - option to include cover & contents by default
Small request: Include the cover & contents page by default, please.
The following is info from a Support webpage... Publish a report from the Drafts tab. In the Accounting menu, select Reports. Select the Drafts tab. Click the menu icon kebab style menu icon to the right of the report you want to publish, then select Publish.
(Optional) You can apply different publishing style options depending on the type of report:
[Include a cover and contents page] < Can this be marked to include by default instead of having to check mark them to be included every time that I…
1 voteThanks again for your idea, John. Appreciate I reviewed this a few months ago, and while we still don't have any plans at this stage it'll be good to get a sense of interest from others here.
Make sure to share with any colleagues that may also find this helpful, so they can vote too!
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Please make archiving and restoring contacts more intuitive and user-friendly
Make archiving and restoring contacts more intuitive and user-friendly.
Option for archiving contacts should be select from drop-down menu or click on "the 3 dots" and select.
Having to find an historical invoice allocated to an archived contact in order to restore them is super-unhelpful and counterintuitive. MUCH better to include archived contacts in Contacts options and include a "Restore" option via "press and hold", drop-down or the 3 dots.
1 voteHi Bradley, have you tried archiving and restoring contacts from the Contacts list? From here simply select the contact/s you'd like to archive and you'll see the option at the top of the list turn blue for you to click.
When you'd like to restore a contact you'll find the Archive tab as an option from this same screen, where you can click on the contact to open it's record and there is a blue Restore option in the top right.
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Repeating Invoice Template - Date Placeholders to show as YYYY MM
In Recurring invoice templates provide date placeholders in numeric form, so you can format as YYYY MM, e.g. 2024 12, 2025 01, 2025 02 etc. Rather than the most similar option of 2024 December. This would also be beneficial within the decriptions of the lines to show dates from/to e.g 2024-12-03 to 2025-01-02 (for a monthly subscribtion or similar), instead of it populating as 2024-December-03 to 2025-January-02.
5 votes -
Expense Claims - Split expense claims over multiple projects
Ability to be able to add multiple line items to expense claim bill, like a normal bill, when expense claims are submitted through Xero Me. When a singular cost is associated with multiple jobs, being able to add a second or third line etc to divide this cost within the bill and assign to project accordingly would be far better than having to upload the same expense claim multiple times with different portions of costs allocated.
When in "Bill Expense Claims" once the expense claim has been approved, under the "Bill Options" there is only the option to "Void" unlike…
7 votes -
New invoicing - Option to Approve, send eInvoice and email with one click
I raise invoices for clients who provide services to government departments and have project managers involved. This requires me to send an invoice to the accounts department who may have einvoicing and to the project manager who does not have access to the financial software and therefore requires a copy of the invoice which also confirms to them that the invoice has been submitted to accounts. Would it be possible to have another option when preparing an invoice to Approve, Send (as an e-invoice) and Email all in one process?
3 votesInteresting to here your feedback here, and would be good to get a wider sense of customers that have similar scenario here. We don't have any plans for adding this option atm, but we'll update you here if anything changes. Thanks
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Projects - Include supplier name in Tasks & Expenses
When in Projects - Tasks & Expenses - it would be really handy if the supplier name was included.
When adding bills, I have to remember to add the supplier name in the bill description before adding the bill info.
Attachment 1 - shows bills in projects without manually typing in supplier name when adding bills
Attachment 2 - shows bills in projects with manually typed supplier name9 votes -
AU Payroll - Show Annual leave in the General Ledger
We need to be able to account for annual leave transactions in the general ledger but Xero does not currently facilitate this. Is there any chance that an update will be done which will allow this? I know that this has already been raised but it is baffling as to why a basic payroll/GL integration is lacking.
2 votes
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