1600 results found
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quotes to invoice should have option to change order in xero app
quotes to invoice should have option to change order in xero app
1 voteHi Davinder, we'll need a bit more information to review your idea here. When you say change the order can you share some more detail - is this to change the order of the items within the invoice?
Also, please share as much detail as you can about the benefit you'd find in having this feature. Thanks
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Purchases overview - View Billable expenses not billed.
Purchases Tab: would like to see Billable expenses not billed.
2 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Sales overview - Ability to customise and shift Billable expenses above Quotes
Sales tab - Love the "Billable Expenses", Needs to be above Quotes.
Need to be able to not bill them where I have a project invoice. Just assign the customer.2 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Malaysia E-Invoicing - Two columns to show when validated versus viewed
Regarding the Invoice interface on the Sent Column, perhaps can Xero make it into two instead? One is for the Validated E-Invoicing & the other one is for customer. The reason is now, when we send to MyInvoice, every thing has become "viewed" instead. So now I don't know whether my customer did view or not.
I also suggest the MyInvoice under the Sent column, once the e-invoice validated, can it changed to "validated" instead of "viewed"? Like that we do not need to open another tab at the History and Notes to look up for it.
8 votesHi Maggie, we're grateful for you sharing the changes that could make a difference for you and using eInovicing with Xero. This isn't something we have immediate plans for but we'll continue to watch the community support your idea gains here and share if there are nay changes planned. Thanks
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Malaysia E-Invoicing - Button for 'Send to MyInvoic'
I suggest on putting "Send to MyInvois" button instead of copy and paste the e-mail MyInvois@invoi.ci for every invoice. This is too troublesome.
8 votesHi Maggie, as you'll see I've split your idea so we can gauge the interest on each point you've raised separately. We don't have any plans for adding a direct button for this atm but we'll continue to track the community support here and update if any plans are made.
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while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN numbe
while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN number is being displayed. Additionally, we would like to include page numbers for easier reference by our customers.
1 voteHi 👋 , just to get a better sense of what you'e asking here. It sounds the Quotes you create may be quite large and span multiple pages - Are you asking for the ability to enter a custom header that would appear across each page of your quote?
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Invoice from app shows total paid and any fees and charges
I took a payment through the Xero app on iPhone. I have several issues:
1. It added tax ($1) on top of my tax inclusive price ($10)
2. It added 19c on top of that price
3. The customer paid $11.19 in total when they should have paid $10
4. 40c was deducted for Xero application fee, so I only receive $10.79. I was not told about this fee during the application processWhat I want to happen is
1. charge $10, no additional fees or taxes on top
2. On my Xero invoice it includes the amount paid, and…1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Bills - Add planned payment date from inside the bill with a default of the due date.
Add planned pay date automatically as the due date or add a field into the bill entry screen so that you dont have to go back and add it from the bill list view.
Just a suggestion which i think lots of people would find helpful. It would give real time data from the bill screen and saves going into the bill list to add the planned payment date for the categories at the top to populate correctly.
I I believe that this enhancement would be beneficial for many users, as it would definitely save time by reducing the number…
1 voteHey Sarah, thanks for your suggestion to add a planned pay date field directly on the bill entry screen.
We're grateful for your engagement and for sharing ideas that can help make Xero more efficient. We can see how this would save time by reducing the number of steps required to set a planned payment date.
We've reviewed your idea, and it's now ready to gain support from other community members. Along with votes, others can now comment to share more detail about how this enhancement could improve their workflow and help them manage their cash flow more effectively.🙂
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Invoicing from Projects - Sales Account Category and Tax Code
The new invoicing update has significantly slowed down my workflow. Previously, the sales account category and GST were automatically applied to all line items on draft invoices created via Projects add on. Now, I must manually input these details on every line, and I can’t save the draft invoice without doing so. We have very long invoices and this is now causing a lot of extra work. Opening case requests has led to empty promises that the developers are aware and are onto it and so I'm posting here in the hope that Xero might listen to this request for…
1 voteHi there 👋, appreciate you raising this through product ideas in the hopes of getting more attention for this issue.
I've taken a look and can see your communications with our Xero Support team, and that this has been raised directly with our product teams. While I have also shared your feedback directly with product on this, I want to be open that the best method to stay updated will be with our specialists via your case on Xero central. As soon as they have any updates they will share with you. I'll soon remove your post from the ideas forum here.
In the meantime, as they suggested the best solution would be to raise the invoice through Sales and then assign the invoice to your Project.
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Projects - Increase bill description character limit when invoicing from a project
Please increase the character limit for line descriptions when generating invoices from Projects.
Right now, if a bill line has a description that exceeds the small character limit, it gets cut off on the invoice. I have to then manually open each bill, copy the full description, and paste it into the corresponding invoice line. Obviously this is extremely time-consuming and inefficient for something that seems like a relatively small backend fix that would make a big difference to everyday usability.
Is anyone else dealing with this?
2 votesHi there 👋, thanks for reaching out to our Xero Support team and clarifying the difference between your idea here from the one we merged to. Apologies for this oversight - I've restored your idea here.
While increasing the character limit of a bills description when invoicing from a project isn't something we have plans for atm, we can gauge the interest from community in this and will update you if there's any progression.
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Projects - Assign multiple unassigned expenses to estimated expense
I would like to be able to select multiple unassigned expenses in projects to apply to an estimated expense at once.
1 voteHi Lisa, thanks for your engagement and letting us know the changes that matter to you in Xero Projects.
We've reviewed your idea to be able to select multiple unassigned expenses and assign them to an estimated expense at once, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this bulk-assignment feature could improve their experience and make managing project expenses more efficient.🙂
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Contacts - Add international payee details to a contact
Save international payee details on the Xero contact page
At the moment, we can only add international payee details when making a payment. It would be really helpful if we could store these details (like SWIFT code, routing number, IBAN, or account number) directly on the contact when setting them up.
For example, if I’m regularly paying a supplier in the US or Europe, I’d like to save their international banking info the same way I can with a UK sort code and account number. This would save time and fit into my workflow when creating bills.
2 votesHi Craig, thanks for your engagement and for this very clear suggestion for improving how international supplier payments are managed.
We've reviewed your idea to add fields for international payee details (like SWIFT codes and IBANs) directly to a contact's record, and it's now open to gain support from the community. We can definitely see how storing this information upfront would save time and streamline the workflow when creating and paying bills for overseas suppliers.
Along with votes, others can now comment to share additional detail on how this feature would make their international payment process more efficient.
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Repeating Bills - Change 'Next bill date' to 'Create bill date'
I have wasted HOURS of my time trying to figure out how to get repeating bills to show up. Would be extremely helpful if instead of "Next Bill Date" you say "create bill date" or "generate bill date" which is what I finally figured out it actually IS. "Next bill date" in this instance is very confusing; it's natural to put in the bill date for the following month.
1 voteWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
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Projects - Improve the add time workflow for employees with limited access.
For time tracking against projects it would be really useful if employees with limited access could add time in the same way an admin can via a drop down (rather than clicking in to the project first - which is more time-consuming)
1 voteHi Lucy, thanks for your engagement and for highlighting this improvement for the time tracking workflow in Xero Projects.
We've reviewed your idea to allow employees with limited access to add time via a dropdown menu, similar to the admin experience. It's now open to gain support from other community members. We can definitely see how making this process quicker and more direct would be a huge help for team members.
Along with votes, others can now comment to share more details on how this streamlined workflow would improve the time tracking experience for their teams.🙂
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Inventory Plus - Create a Purchase Order directly from an open Sales Order
Currently, this process is separate so you have to recreate the sales order as a purchase order to send to a vendor to fulfill. Instead, next to each item on the Sales Order, or at the top to create a single PO for all items, you could create a Purchase Order. This would put the Sales Order in process and save a step.
2 votesThanks for submitting your idea on Xero Product Idea's, Ryan. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have any plans for this atm, but will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Au payroll - Option to reorder dates in unscheduled pay run dropdown.
When there are no payruns for multiple pay runs in a row, please add a feature to allow to reset the pay cycle from a selected date. As it is, if a client doesn't have any pay runs, we need to either post/file the empty pay runs to keep on the pay calendar, or run all future pays as unscheduled pay runs, or set up a new pay calendar. Wouldn't it be great if there was a more simple way to keep on track with pay cycles?! Also, when selecting an unscheduled pay run, please reorder the pay dates so…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Inventory - Increase item code character limit
Increase the character limit for product/item codes from 30 to at least 50.
Our suppliers use a minimum of 8 characters, up to 12 characters. We use 4 suppliers regularly, which all use different SKU's; This means we can have 36 characters for standard products, even more if there is a supplier we don't purchase too regularly from or if there are 2+ similar products that get grouped under one item.
3 votesThanks for submitting your idea on Xero Product Idea's, Tasha. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Stripe - Invoice Xero user separately for Stripe fees
In an ideal world when a client pays us via Stripe 100% of the fee would be reconciled and XERO/Stripe would invoice us separately on a regular basis for the applicable Stripe fees.
2 votesHi Jo, thanks for sharing your idea on how Stripe fees could be handled.
We understand your 'ideal world' scenario where the full invoice payment is deposited, and Stripe invoices you for the fees separately. We can definitely see how this approach would lead to a much cleaner and more direct bank reconciliation for every single payment.
We're grateful for your engagement and letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how having Stripe fees invoiced separately could improve their experience with Xero.
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Invoicing - Xero Network remember based on last send for contact
“Send via Xero Network” feature in your invoicing system, which have negatively impacted our workflow and client payment behavior.
Since the update, this option now appears at the bottom of the invoice, while the sending process begins at the top. This disjointed placement is not intuitive and often leads to it being overlooked. More importantly, the system does not remember this selection, requiring us to manually enable it every time we send an invoice.
This has had a direct impact on our cash flow. Since the update, we’ve noticed a significant drop in timely payments. Many of our clients rely…
1 voteThanks for your idea and sharing what would help your experience when sending using the Xero Network, Kelly. We don't have further changes planned around this right now but will start to get a sense of interest from your idea, here.
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Purchase Orders - Approval for amended purchase orders
Since the option is there to amend a PO once it's been approved would it be possible to add a requirement for POs where the value has been increased to have to be re-approved?
3 votesAppreciate why you may want to review a Purchase order if it has been edited once raised, Jenni.
We appreciate you taking your time to share changes that would be most meaningful to you. We'll get a sense of interest and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
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