178 results found
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Tracking - Ability to set default Tracking in invoice Branding Theme
It would be nice to be able to set a default tracking category for invoice branding themes. As it is now, we have to set the tracking category manually for each line item on an invoice. For longer invoices this becomes very tedious and error prone.
1 voteHi Dominic, as Tracking was originally designed as an internal mechanism for tracking and monitoring parts of your business, it's not possible to make this field visible to your customers (re the invoice branding theme) we have a slightly different request for this here that you're welcome to join if you'd like to see this.
However, if you'd like to set a default Tracking option to save yourself time when entering invoices you could set this on your Contact records. Within the Sales and Purchase sections you'll see an option to assign a Tracking option for each category you've set up.
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Invoice-
automatically create a credit note if a customer is paying on multiple invoices and will have an overpayment.
1 voteHi Jodie, while Xero won't automatically create the credit note for you. If you are reconciling a single payment to multiple invoices, you can use Find & Match choose all the invoices, and then in section 2. choose 'New transaction' receive payment. When the screen opens the transaction to enter detail use the drop down next to 'Received as' to select Overpayment.
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New Invoicing - Limit Payment account selection
NEW INVOICING
Add default bank accounts for adding a payment. Old invoicing automatically brought up your bank accounts. New invoicing-you have to sort through or search your whole chart of accounts for the bank account/s.3 votesHi community, only accounts that have been enabled to receive payment in your Chart of Accounts will appear in the payment Account drop down menu. If you're finding accounts that don't have this enabled appearing in the selection please do raise a case with our specialists via Xero Central where our team will be able to investigate with you 1:1.
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new invoicing
New invoicing - Not user friendly
I am sure that there are some great features with the new invoicing but I cannot see them!!
On the new invoicing screen, where do you see the exchange rate and the payment status of an invoice or if a credit note was applied to an invoice.
The Classic invoicing working well and if it isn't broken then don't fix it!
1 voteHi Celeste, appreciate your feedback here. Each of the points you've shared should be visible within new invoicing.
If you're entering a multi-currency invoice the exchange rate is shown at the top right of the invoice, and you should see the status of the invoice i the top left beneath the blue banner e.g Awaiting Payment, Paid etc.
I've attached an image of this for your reference.
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preview invoice
In the old invoicing you can preview the invoice without downloading a PDF. I would like to view them again in the new invoicing without having to download a PDF.
1 voteThis is already possible, and you're even able to preview an invoice without using your mouse now with keyboard shortcuts! If you type Alt-Shift-V(Opt-Sift-V on a Mac)
Otherwise, you'll see this option next to Save within new invoicing view.
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Invoicing - Receive Deposits on future sales before raising an Invoice
Record deposits on a quote or future invoice sale without raising the invoice value against a customer.
We manufacture a product and then install for a customer - with a deposit of either 50/50% or 30/30/30/10% at the point of approved sale. We are happy to create an invoice number but with a deposit on each sale this creates a "negative balance" and we do not want to create a sale until the final invoice has been agreed at installation. ie. a negative receivable.
2 votesHi David, depending on how you need the deposit amount shown on the customer statement you could record these amounts as either Overpayments or Prepayments that would be applied to the customers invoice once created at a later date.
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New invoicing | Allow pasting tracking categories
Sometimes I need to add the same tracking category to multiple lines of the invoice. CLASSIC invoice allowed me to simply paste the category in the box and that's it. NEW invoicing now requires me to CLICK after pasting which doubles the amount of time I'd need comparing to CLASSIC. Please bring that possibility back - OR, EVEN BETTER, maybe let us drag the options to apply them to cells below (like it's done in Excel).
2 votesHi everyone, we're delighted to announce that the new line item grid is now available to all users. This update incorporates several enhancements based on valuable customer feedback, and includes resolving your suggestion, here.
With the new grid, you can now easily copy & paste tracking information between cells, using 'Tab' to navigate to the next cell efficiently. While the drag-and-drop functionality isn't currently available, this has been raised as a related idea, which you're welcome to support. We'll provide updates on its progress if any arise.
Thank you for your continued input through product ideas – your feedback is invaluable in helping us improve Xero."
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Upload files to a chart of account code
Upload files to an account code in the chart of accounts, rather than to a transaction or a contact. Thinking in particular for lease and loan schedules and calculations, breakdown of accruals / prepayments, pdf bank statements to bank accounts.
1 voteHey community, 👋 thanks for your support on this idea, I'm popping in to switch it across to delivered!
Simply click on the figure in the YTD column on the chart of accounts screen and it opens a detail page with the file upload button on it.
Thanks again for your feedback. It helps us to continue shaping the future of reports here at Xero.
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Customer properties
any way to assign properties to Customers?
example - we hire 10ft, 20ft and 40ft containers, so for every customer I tick their appropriate container.
this way if i need a report on all customers who have a 20ft container, job is easy and fast
In Sap B1 this is available as per pic attached
1 voteHi David, this may depend on how many and if the 'properties' are constant in your business, however it sounds like Tracking might be a way for you to monitor and run reports for these sort of assignments?
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Bill Payments - Automatic upload of payment files in the bank system
Dear support team,
I use Zero mostly to run payments and upload them in the bank system. I am trying to make my work easier as currently Zero has very limited features and I have to do a lot of work manually. I need to be able to download payments files from Zero in CSV or XML format and then automatically upload them in bulk in our bank system. The upload must be done in the right bank account and show our account number, the beneficiary, the amount of payment, currency, value date, status of the payment file and, most…
1 voteHi Raluca, sounds like Batch Payments is what you're after here. You can create a payment file for your supplier bills, and send this to the bank.
Alternatively you could use Open Banking to pay bills by direct bank transfer.
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Invoices - Mark invoice as Sent after payment is recorded
One of our customers requires the PDF invoice with zero due AFTER the payment has been applied. If I forget to mark "Sent" before applying payment, Xero will not allow this box to be checked, and I have to remove all payments, mark sent, then enter payments and credit applications again. Since we use the "sent" feature to cross check that we have submitted invoices, this is important. There should be no reason this is not editable after payments; and there are additional features that can't be edited after payments as well, that used to be editable in the old…
2 votesHi Margie, appreciate you have a slightly different use for Mark as sent than it's designed for. While we don't have any plans for enabling this check box once payment is applied, you could Email the invoice(even to yourself) which will mark it as sent.
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Bills - Separating tax amounts when entering bills
It would be nice if the tax rates show separate on the bills when entering them to know it is calculating properly. I understand we can see the tax broken out after we click approve, but it would be handy to see it before. It would also be nice if we could manually adjust the tax amounts.
1 voteHi Bailey, currently when you enter a bill, if there's more than one tax rate, a different tax total is shown for each tax rate underneath the Subtotal.
These totals are automatically updated live as you enter more lines on the bill - there's no need to save or approve the bill to see it.
If you're experiencing different behavior I'd recommend raising this with our specialists at Xero Support who can get a closer look in to see what's going on.
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Bills - Changing VAT code on paid supplier invoices
It would save a lot of time if it would be possible to edit the VAT code on paid and reconcilled invoices, just like you can change the nominal code. The VAT return is done at the end of each quarter, which means that the majority of invoices and expenses have been paid, by the time you are running your VAT return and double checking that all invoices and expenses have been correctly coded for VAT. At the moment, if an item is miscoded I need to go to that item, unreconcile the paymemt, go back to the item and…
2 votesHi community, we have a help article surrounding this topic as there are a few different options available. If you're an adviser you could consider Find & recode as an option but would highly recommend testing this out in the demo company to get an idea of how this works if it's your first time.
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Edit invoice reminder email
I need to edit the email text, or select an alternative email template, to be used when an overdue invoice reminder email is sent.
1 voteHi Paul, if you're not using all your invoice reminders atm, you could set up a separate Invoice Reminder for Invoices overdue versus those due by - You can use up to 5 Invoice reminders.
When you set up an invoice reminder you'll be able to set the email template that is used to send that reminder and it will only be used when that reminder is triggered.
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New Invoicing - highlight issue date when tabbing across
Old invoicing you used to select your "to" contact, then tab across to the date where the date would be highlighted so you could start typing a new date straight away. New invoicing no longer selects the date & takes longer if you want to manually type a date rather than having to use the mouse.
1 voteHi Shannon, we made some changes toward end of 2024 to improve the entry and selection of dates in new invoicing. Having just done a test I can see that when you tab from the To field it'll move across to the Issue date field with the date highlighted and you can easily start typing the date you need just like you've mentioned.
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Pre-Defined NET Payment Terms for Invoice Due Date
Most businesses use certain payment terms, like NET 30, NET 45, NET 60, NET 90 days. When invoicing businesses with different payment terms, there should be a faster way to calculate the due date, rather than asking Google "45 days from today" or "60 days from today" and entering that as the due date.
It would be great to create pre-defined NET payment terms as part of the Due Date dropdown in Invoices. That way it would instantly adjust the due date based on the payment term selected for that invoice.
Yes, there is a way to set a default…
6 votesHi team, while the pre-defined list of dates aren't selectable options, you can use the date entry shortcuts to quickly calculate the due date based on the Invoice date. For example to select 30 days from the invoice date you'd simple enter +30 or +30d in the due date field.
We have all the shortcuts listed in this Xero Central article
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New Invoicing - Allow manual typing of a Date in 'Add Payment' screen
Hello,
When you go to add in a 'add payment' in new invoicing, today's date auto populates. If you click on this field to change the date, you HAVE to use the calendar and arrows, it won't let you type in a date.
Can you please add this feature, like is available in most other areas of Xero?
If you could also please allow any date format to be entered in his field this would be preferred, (yes like bank reconciliation dates, not like fixed assets dates which only allow 1 format of date to be entered)
30 votesHey everyone, we've heard your feedback loud and clear, and we're happy to share that you can now directly type dates when entering payments on invoices.
You can use the forward slash (/) or hyphen (-) as separators, making it quick and easy to enter the dates you need. Plus, all the handy keyboard shortcuts you already know will work in these date fields too, making the process even smoother.
Thanks so much for letting us know what's important to you. Your input helps us make Xero even better 🙂
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Contacts - Days after due date
Discovered an error. In the customer settings, when placing 0 in the field for “Days invoice when due” shows an error, despite Xero using 0 when calculating when an invoice is due.
2 votesHi David, I've just tested adding '0' in the contact record for a customer and saving and don't receive an error. If you're still seeing this behaviour when trying to save '0' for days due after the invoice I'd recommend creating a case with our specialists at Xero Support to take a closer look into this with you. Thanks
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New Invoicing - Add last items
New Invoicing - Add last items
The new invoicing interface currently being rolled out does not include this feature. This feature is fundamental to my use of Xero for invoicing.
1 voteHi Keith, if this option isn't appearing where you'd expect I'd recommend raising a case with our specialists through Xero Central so we can take a deeper look into things with you.
If you have previously entered an invoice for the same contact, you should see this option appear not long after adding the Contact. I've attached an example
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New invoicing - Attaching supplier invoices
On Classic, we could attach supplier & subcontractor invoices to our invoice when we sent it to clients. We haven't been able to do this since moving to the new invoices. We've reached out to Xero regarding this and the help we have been given has been generic and not at all related to the problem we've sent screenshots about. Very disappointing. What happened to a member of the team accessing our setup in a meeting (??Teams or Zoom etc) and working through the problem with us. That used to happen in the past but that personal touch that made…
2 votesHi Glen, sorry to hear you've not had the best experience recently when seeking help. Generally our team are happy to arrange a call if requested and do offer screen meets to troubleshoot issues.
We know some customers were finding the upload files option a little tricky in new invoicing and recently we released a enhancement that now allows you to drag & drop files anywhere on the screen (rather than directly onto the Files attachment window). I believe this should resolve the issue you've noted, and would recommend giving it a try but please do respond to my update if you're still having any difficulty with this.
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