4563 results found
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Dashboard - Deposit option from the + dropdown in the Menu banner
Greetings, is it possible to add a "Make a Deposit" option to the + Menu in the task bar? We've studied the batch deposit procedure, and it seems cumbersome. It would be helpful to have a simple process to click Make a Deposit from the main options, have the Undeposited Funds account appear, select items from the Undeposited Funds account, choose which account to transfer funds to, and save the deposit with the option to print a deposit slip and summary. If you already have this process in place, I would like to learn it, please. Thank you.
5 votesWe appreciate the idea here, and will continue to track the interest in this. However, at this time we don't have plans for developing the ability to create a batch deposit / make a deposit from the blue navigational header, or the Dashboard in Xero.
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Email Settings - Contact Name Placeholder to include additional person
It would be great if the Contact Name placeholders could populate the name of the individual person receiving the email rather than just the primary person for a contact.
ex. I have a contact name for a child with the primary person being Parent 1 and additional person being Parent 2. Would love if the Contact Name placeholders could address the email to each Parent 1 and Parent 2 independently instead of just addressing Parent 1 in both emails.
5 votes -
New Invoicing - Alert if the contact has available credit
In the "classic invoicing" interface an alert is displayed at the bottom of approved invoices when the contact being invoiced has existing credit that can potentially be applied to the new invoice. This is a very important feature and strangely it's missing from the new invoicing interface. With the "classic invoicing" now being officially retired this basic feature must definitely carry over to the new invoicing interface.
Without this alert, every time we create an invoice we would need to manually check if the contact has previous credit with us, which makes the process unnecessarily inefficient and unpleasant.
115 votesHi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
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New Invoicing - After adding payment, return to the same invoice, not the Sales Overview
Currently after adding a payment, the page goes to the Sales Overview - Invoices. It would be good if (possibly just as an option) it returned to the actual invoice I was adding a payment to.
13 votes -
New Invoicing - Allow fields to be populated in any order
New invoicing forces you to populate fields in order and I cannot set the tracking code until the description / amount et al are filled.
Please can the ability to populate in any order just classic invoicing
38 votesIt’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
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Invoicing - Add optional donation
Allow charities to add an option for customers to make a voluntary donation when paying their invoice.
When making a payment through the pay now link, they would be able to add an additional amount as a donation, if they choose to.
7 votes -
Invoicing - Option to highlight selected invoice lines
It would be great to see an option of being able to highlight in red or yellow a particular line on your sales invoice for the client to specifically take note of, because at the moment when I add a note for clients to see I write it in capitals but it still gets ignored. Whereas if it was highlighted they may take more notice of it.
3 votes -
Stripe - Revert back to one Stripe Bank Account in Xero rather than requiring two accounts
Last week, against my wishes (and against Xero Support's own knowledge), Xero System Generated a second Stripe bank account in Xero.
I already had a Stripe bank account in Xero that was working fine, it had a bank feed for payments processed via Stripe from other software, and it would have the bank feed and create the payment and fee Xero transactions for payments processed via Stripe on Xero invoices.
I don't want two separate Stripe bank accounts in Xero for my one Stripe AUD account.
Why does Xero do unhelpful things like this?
13 votes -
Invoicing - Remember default settings
New Invoicing should be the same as the classic in that it remembers default settings for emailing like sending yourself a copy and attaching files. Until this is resolved do not discontinue the classic invoicing setup.
It's going to be very frustrating otherwise :)405 votesThanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
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Link explain claim/user ID to a contact
Since we ultimately want to see how much each employee is spending and since employees must be set up as a contact - We should be able to link the employees User Id to their contact. This way all the expenses submitted will show up as spend money transactions under the contact for each employee.
Obviously right now the employee could choose themselves as the contact when they submit the expense report but more often than not, they will not.
Having the contact linked to the user id will be particularly helpful for reconciling credit cards since the contact info…
2 votes -
New Invoices - New Contact search address by postcode
As the new invoicing is no longer optional. I believe this issue must be addressed for all customers in the United Kingdom.
When adding a new contact upon invoice creation, allow us to search for the address via postcode like we used to. This could be achieved by postcode search ABOVE Billing Address, then auto-populate the billing address based on the input post code.
Note there were many issues with the search results which must also be addressed (See: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46289185-contacts-improve-uk-postcode-lookup)
OR alternatively allow us to simply input the full address as one line and YOU automatically digest it and…
17 votes -
Invoicing - Longer Reference field
It would be better is the invoice reference could allow for input of longer names, without scrolling, so it's all on one line on the invoice.
Currently, the invoice number character length and the invoice reference character length are the same, which seems odd, as usually the invoice number is just a few characters, but the invoice reference can be long (project name, case name etc)13 votes -
User Roles - Full remittance advice access for Invoice Only Approve and Pay user
For the 'approve and pay' user the remittance function is limited. They should have the functionality to send remittances on a batch payment and also be able to access the remittance button at a later date. An admin member of staff needs access to the full remittance capability in order to complete their duties fully.
12 votes -
Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
When choosing item code and description, I want the ability to leave the rest of the fields blank. Classic invoicing had no problems with it. The new invoicing wants to populate QTY, UNIT PRICE and AMOUNT. Makes the invoice look unappealing.
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2737.pdf 94 KB
496 votesThanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't… -
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AU Payroll - Option to include Public Holiday hours in Unpaid leave types
At this stage Xero doesn't recognise if an Employee is on Unpaid Leave.
Xero's default behaviour when an employee (that is assigned to a holiday group) submits a request for a period of Unpaid Leave spanning one or more public holidays, is to exclude those Public Holidays from the calculated Unpaid Leave hours.
This has the effect of allocating those Public Holidays as paid hours in a pay-run rather than as unpaid hours. This is not consistent with the Fair Work Act (https://www.fairwork.gov.au/employment-conditions/public-holidays/not-working-on-public-holidays)
If this is not picked up and adjusted before finalising a pay-run it can result…
4 votes -
Xero Me - Add Unit option to Timesheets
Timesheets on xero me should have the option to enter units, not just hours
5 votes -
AU Payroll - Employer Expenses
PLEASE, PLEASE, PLEASE add an option to Payroll that allows employer expenses to be processed. The Union our company is a member of insists we pay as an employer expense into a redundancy program and also an income protection program for each employee. The Union demands that the payments are detailed on each employees payslip. We can only do this if we have an employer expense option. One of my clients in the United Kingdom uses the UK version of XERO and their version allows for this. Come on Australia, catch up!!!
3 votes -
New Invoicing - Show Reply To email address when sending
New Invoicing - Show selected From Email
The old invoicing would show which Email address would be used as the from email when emailing an invoice to a client. This is an important double check to be sure I'm using the correct email address for the particular client. Since this has been removed I now have to remember to check the Email settings in a different tab before sending every invoice, which is very time consuming and is the primary reason I switch back to Classic every time I try the frustrating "New Invoicing" system after suffering through its hard…
18 votes -
Invoicing - Make the History & Notes the same as in Classic Invoicing
Please leave the history of an invoice EXACTLY as it was in the classic invoicing.
The new invoicing doesn't show the invoice that it was copied from or copied to and this is very important as a trail.
I really don't understand why so many important features from the classic invoicing has been omitted.
OR
let your customers continue using the classic invoicing as they like
743 votesHi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
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VAT Report - Separate late claims by tracking category
VAT - late claims. As i use tracking categories - everything runs back through the late claims part of the VAT report but, this means there a mass of data to check through for the actual late claims that i do want in there. Very time consuming to check through all this. It would be great if you could separate out - say that the things come through from the bills from the tracking categories.
3 votes
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