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  1. Set Overpayment Allocation Date:
    Currently we are not allowed to change the date when an overpayment is applied to an invoice. It is allocated to the issue date of the invoice.
    The inability to change the date when allocating the overpayment to an invoice is causing problems where payments are now being applied to a closed sales tax period, which in turn causes the need for sales tax amendments and additional report filing.

    1 vote

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    Thanks for sharing the reasons why this is important to your. Heidi. While we don't have any immediate plans for this we'll start to get a sense of the interest here and let you know if there's any news.

  2. Need the option on a contact page to open a new project for them. similar to the New invoice link

    1 vote

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  3. It would be useful to capture Incoterms on a contact by having a dropdown selection for them. Additionally, if this information can be carried over to the invoice screen, it would be beneficial.

    2 votes

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    Hi Amanda, in lieu of having a direct field and selection for this in Xero perhaps an option could be to add this information to the Notes of the contacts record, or attaching as a file to the contacts record.

    Appreciate this doesn't automatically flow through to the invoice.

    We'll start to get a feel of the interest for this feature through your idea, here.

  4. For Spend Money entry, I have two elements that would speed up entry:

    1. 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.

    2. 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 vote

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  5. Ability to add CC/BCC on every outgoing Statement Of Accounts to customers.
    Purpose: Internal colleagues or stakeholders allows for a clear record of who received the statement and the context of the communication.
    It enables easier response and ensures everyone involved is aware of the situation.

    1 vote

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    Thanks for sharing in product ideas 🙏, as you may have noticed with invoices it is possible to cc and Bcc for sending individual invoices at present. As we continue to build out the Sales experience this may be something we look to expand to other areas of Xero, like Statements.

    We'll track the interest of this here and share if there's any news.

  6. Currently when you create and apply a credit note to a sales invoice, as soon as you hit approve it'll take you back to the invoice, so I then have to click back into the credit note.
    I'd like to have a dropdown option to approve & email the credit note to the customer if possible.

    1 vote

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  7. Display the Credit Note/s applied to an invoice and payments made by date on a PDF document. Why is it that we can view these in the system but we cannot see this when printing invoices.
    It would be so helpful to have this for clients to view exactly what they have paid and exactly what credit notes have been applied to an invoice.

    If it is already on the systems for us to see, is it that hard to reflect this on the printed /emailed versions of invoices?

    please address this Xero!

    5 votes

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  8. On the Profit and Loss report there is no ability to show percentages, if tracking categories are used as a filter. We want to see COGS as a percentage of trading income, and Net Profit as a percentage of trading income.

    1 vote

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  9. The highest Xero subscription allows you to make 10 bill payments through Crezco and then you pay a fee per bill. This is a pain, as I now have to approve each 24p fee.
    Please can I buy Crezco payments upfront?

    1 vote

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    Great to hear you're finding good use in bill payments, Will. I've shared your feedback with the team. We;ll get a sense of the interest from others that'd like to see this too, and I'll share if there are any updates planned.

  10. For invoices received, allow settings to open the invoice for processing, especially for repeat bills. Invoices received from e.g. Municipalities uses the account number as pwd to open their invoice. Settings for this would be useful for automation of invoices received

    1 vote

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  11. I'd like to be able to move expenses from one project to another without having to delete the expense under one project and manually enter it again into a different project number. It would be much easier and so much more efficient to be able to do the same as assigning a bill to a job number and if that job number turns out to be incorrect, it's simply a case of re-assigning the project number to it rather than having to delete and re-enter the whole thing again. Very frustrating and time consuming!

    1 vote

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  12. Hi,
    My business often delivers the same or similar services to repeat customers. It would be useful if Xero could default the contact address based on GPS Location, and then even propose default invoice items and pricing to make the invoicing process easier. This reduces the risk of invoicing mistakes and adds efficiency into the process for invoice creation. Also helps with contact payment process improvement.

    1 vote

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    Interesting idea here, Nathan. Can understand how this could increase efficiency for businesses that are invoicing on the go. It'll be good to get an idea of the interest from community through your idea here. Not something we have planned right now but I'll let you know if there's any change.

  13. Purpose : Starting september 2026 or 2027 dependng on the size of business, all the invoices for French companies should respect the new legislation for e-invoicing.

    Is Xero planning to be accredited by French admin as a registered software ? (https://www.impots.gouv.fr/liste-des-plateformes-de-dematerialisation-partenaires-pdp-immatriculees-sous-reserve)

    It would be very helpful for all the companies doing business in France.

    1 vote

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  14. Ability to add a project when in the suppler invoice, instead of going out to accounts function

    1 vote

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  15. In February this year, all suplier invoices that were supposed to be marked 30 days, got moved to due in March and not end Feb due to the 28 days, This needs to be changed as an exception as there will never be 30 days in Feb.

    1 vote

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  16. See which BILLS have attached documents.

    On a Suppliers Contact page, under ACTIVITY tab, in the overview of the Bills/Spend Money, it would be useful to be able to see which items have a document attached to them.
    And which items don't.
    A simple icon to indicate that there is documentation behind the entry.
    We frequently have to add documents after the entry has been made via Bank Reconciliation rules. Knowing which items have already been populated, rather then having to open/close individual items, would be a great time saver.

    1 vote

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    Thanks for sharing, John. Appreciate not all in one place atm, however from Bills lists (Awaiting payment etc) you can see if bills have file attachments in the far right column. Similarly from the bank account Account transactions page you'll be able to see this same file icon for Spend and Receive money transactions that have files attached.

  17. 1 vote

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  18. I like the feature that flags potential duplicate bills

    I'd like the feature to also check for potential spend money transactions that instead should have been applied to the bills (same for sales invoices and receive money transactions)

    If the bank statement line date is close to the bill due date, and if the amount is the same - that's enough to flag as a potential duplicate

    It would be wise to make the feature able to be turned off, for the cases where there are a lot of false matches

    1 vote

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    It sounds like you may enter Spend money transactions prior to reconciling, Scott? If so is there a particular reason you need this recorded prior to reconciling?

    Just to confirm what's currently available, within bills to pay and the purchase overview you'll see a notification if Xero detects duplicate bills.

    Separately when reconciling, if a statement line amount matches the outstanding amount on an invoice/bill, this invoice/bill is suggested as a match. This feature is designed to help prevent spend/receive money transactions being created when there is already a bill/invoice.

  19. Move multiply rows in invoice template and insert multiple rows in invoice template

    1 vote

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    While we don't have any work planned for being able to move multiple lines at a time, I've slightly adjusted the title of the idea here for this specifically, and we'll continue to track the interest for adding multiple lines at once from this idea.

    If there are any plans made we'll share update on each idea respectively. Thanks

  20. E-Invoicing
    Is it possible to set e invoicing up at customer contact level. This would then allow me to bulk send my invoices as I currently do, rather than one by one

    1 vote

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