4296 results found
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New Invoicing - Option to switch Autosave off
I don't want autosave on for invoicing - I use third party software to copy invoice details to a Trello Card, this is triggered when the invoice is saved.
Auto saving will send the invoice info through to Trello before the invoice is complete, meaning not all the info will be sent to Trello.
Are we able to turn off the auto save function in new invoicing?301 votes -
New 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 :)350 votesAppreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send… -
NZ GST - Add Publish Function to new style GST report
Hi
I would like to request that we keep the publish button on the new GST layout. The new GST Return layout does not have the Publish to Reports function (this has been removed). The Publish Function is an important function for clients, bookkeepers and auditors to access all relevant publish reports in one place.166 votesHi community, appreciate your feedback on the new GST return and detail of how the Publish feature is useful to you. While we don't have immediate plans for developing this in the new return, this is something we're monitoring and will consider as a future improvement. If there is any change around this we'll share this with you all through the idea here.
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New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)
New Invoicing - I need to print invoices regularly for counter sale customers. Using new invoicing it used to open a new chrome tab when you clicked Print PDF from there you could print or download the invoice easy.
In a recent update (See link https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47646932-new-invoicing-print-pdf-option) the Print button now only allows you to Download invoices.
Please revert to the old system where printing or downloading took the same number of clicks
or
- Change the current Print PDF button to read "Download PDF"
- Add a new "Print PDF" Button that actually prints the invoice.
223 votes -
New Invoicing - Add Payment details on invoice screen
When using the new style of invoicing, it is no longer possible to enter a customer payment which having to click on the receive payment option. Using classic invoicing, the fields to enter the payment are present on the invoice screen. The classic invoicing method is much more efficient when entering a large number of customer invoices, so it would be great if these fields could be added to the invoice screen on the new style.
274 votes -
New invoicing - zero balance invoice can't be saved
Xero, it is another shocking mistake in new invoicing. To do the job I had to switch to classic invoicing.
I had to correct a "GST on income" amount in the locked period. So, I had to record a zero-balance invoice. I hope that somebody in the production team does understand accounting and knows why this correction is done as a zero-balance invoice.
An error message popped up in new invoicing: Zero balance invoice can't be saved.
It is a joke, right!?
Please fix it as soon as possible.
47 votesThanks for sharing this here, Olga. Appreciate the needs in being able to approve these sort of 0.00 invoices in your Xero organisation. I can confirm this is something our team are looking at so I'll keep you updated of any change of this, here.
For the meantime, though I appreciate it may slightly change your flow you should find you can approve these type of invoices from the Draft list of your invoices. If you have a few of these waiting you'll be able to Approve these all at once to save a little time.
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New invoicing - When sending show organisation's trading name at top of invoice
The email template has changed which accompanies the invoice to the customer. We have a legal name plus a trading as name which people know us by. Currently the legal name is showing up boldly at the top of the email which it didn't before. We would like the trading name to be in this place so as not to cause confusion to our customers, or have the ability to remove it entirely as it has the logo there displaying the correct name.
155 votes -
Navigation - Freeze bar at the top of the page to save scrolling
Can the main pull down bar (Dashboard, Business, Accounting, Projects, Contacts) be fixed at the top of the page? When viewing a screen that has 100 or more lines, it would be a lot more convenient to have immediate access to this than having to scroll all the way back up.
150 votesThanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
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Pricing Plans - Keep Payroll accessible from the Standard pricing plan
I currently pay for the Standard Plan (15/month) plus Payroll (5/month) and use it for 2 payroll users.
Under the newly unveiled pricing plans my business has been completely shafted.
In order to use Payroll at all, I need to upgrade to the new Grow plan (33/month), already an increase of 13/month. But on top of that, that isn't even enough because you're restricted this plan to only 1 payroll user. So actually I have to jump all the way to the second from top plan which is the Comprehensive at 47/month.
This is a complete joke.
This shift in…
60 votes -
Bank reconciliation - Add attachment to Find & Match (multiple match) transactions
When reconciling transactions and Find & Match is used, usually for multiple matches, please add an attachment button.
In the example of one payment matched to multiple sales invoices, there is usually a remittance provided by the client that we need to file with the payment.
We shouldn't need to go back to a reconciled transaction and manually add the remittance to each line individually.92 votes -
AU Payroll - Ability to apply work patterns to part time employees
Suggest the ability to apply work patterns to part time employees. For example, we have a part time employee who works 7 hours on Mon, 6 hours on Tues and 6 hours on Wed.
At the moment, if a Public Holiday falls on a Monday, it does not correctly work out hours worked.
The same happens if Annual Leave is taken; incorrect hours are calculated which affects AL accruals.
Hours worked have to be calculated and added manually.78 votes -
e-invoicing Germany
From 1st January 2025 businesses in Germany must be able to receive e-invoices and this function does not exist in the Global edition we use for our German clients.
We need this functionality setting up as a matter of urgency.
33 votesThanks for raising the idea with us. Our team are aware of the mandate of eInvoicing for Germany. While we don't have immediate work planned at this stage our plan is to support any Peppol-enabled region in the long term and we are paying close attention to the interest from users on this idea. We'll be sure to update of any progress surrounding this for you, here.
The mandate currently states "The new legal regulation currently contains no specifications for the electronic transmission of electronic invoices. An email inbox should therefore initially be sufficient to receive an electronic invoice."
Based on this, currently with Xero an eInvoice could be received by using our Email to bills service, or by including the invoice as an attachment and sending to your organisation's Files library. On agreement with your suppliers you could share your bills, or files library email with them so…
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Batch payments - Ability to include credit notes
Allow the inclusion of Credit Notes in Batch Payments where the total to be paid to a supplier is still positive. This would allow a single batch for a Supplier to match their Statement, particularly where credit notes are not related to specific Bills.
745 votesHi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
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New invoicing - Assign next number in sequence when number removed
We bulk upload invoices in advance with "Draft" invoice numbers as we don't know their ultimate sequence for issue. We then assign a chronological invoice number when the invoice is approved and/or saved. In "Classic" invoicing, if I delete the invoice number it automatically assigned the next number in sequence e.g. #INV-0089, however in "New" invoicing if I delete the invoice number is warns me that I need a number and reverts to the original "Draft" number" and not the next chronological number in sequence. This is a significant backward step in functionality, can you confirm this bug will be…
78 votes -
Sales | Batch Deposit in Foreign Currency
Xero currently lacks the capability to bulk pay multi-currency invoices. This creates a significant bottleneck for our clients with a default currency of USD who process hundreds of invoices in EUR each month. While it is possible to import invoices in EUR in bulk, marking each invoice as paid individually is extremely time-consuming and inefficient. Please consider implementing a feature that allows users to bulk pay invoices in the same foreign currency. This enhancement would streamline the workflow for businesses handling large volumes of international transactions, saving time and reducing manual effort.
58 votes -
Invoices - Ability to send Invoices and statement to seperate email addresses
Some purchase contacts have requested that invoices be sent to an accounts email while statements are to be sent to a different email address, both of which are different from the person who is the actual primary contact. It would be advantageous for Xero to incorporate this to allow for the invoices and statements to be sent to the correct emails without the necessity of sending every document to the primary contact or to each other which is not required or desired.
303 votes -
Email Settings - Custom sending domain security SPF;Dkim;Dmarc
With the implementation of Google and Yahoo email security please enable the ability to send out invoice, quotes and statements using our own domain.
We are seeing more emails that are sent from within Xero being flagged as Spam or put in Quarantine, especially if the recipient is using Outlook 365.
Xero needs to implement the ability to send from Xero from our own domain.
Please furnish us with SPF sending ip/include host name and DKIM certificate. This will reduce the number of email blocked/junkmail, and increase the security of mail sending.27 votes -
Pricing Plans - Make Xero Projects available in the lower tiers of the new pricing plans
With the new pricing tiers coming in September 2024, Projects is only included in the most expensive tier. I currently pay for it as an add-on on a per user basis. With just two of us, this is cost effective. From September, if I want Projects I will have to pay for the top tier, a 30% increase to retain the features I use! Please make Projects available in lower pricing tiers.
42 votes -
New Invoicing - Add Expected Invoice Payment Date within Invoice
Can no longer add an expected payment date when viewing an invoice, you now have to go to the 'awaiting payment' section of invoices. Meaning more steps involved and lost functionality.
24 votes -
Inventory - Landed Cost allocation
Add the ability to allocate VAT, duty, and freight to items/inventory for landed entry allocation. This is available in competitor solutions.
45 votes
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