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  1. Add feature to automatically follow up on quotes / send quote reminder *days before expiry or *days after quote issued — as there is with invoices. This feature comes standard with most other quoting interfaces.

    23 votes

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    17 comments  ·  Business features  ·  Flag idea as inappropriate…  ·  Admin →

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    Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business. 

  2. Auto select option to attach a PDF copy of the sales invoice by default.

    Purpose: Save time having to manually tick the option to include PDF when sending an invoice in new invoicing

    67 votes

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    28 comments  ·  Business features  ·  Flag idea as inappropriate…  ·  Admin →

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    It's great to see this idea getting so much engagement - Thanks everyone. 

    Taking in recent comments, I wanted to give a little more clarity to the idea here, as it sounds like there are a couple of differing asks. 


    Right now, in both new invoicing and classic you can select to include a PDF of the invoice - See my image below. 

    A bit different to including files that you may have attached to an invoice when sending


    Our product team are aware there are still some differences between new invoicing and classic, and we'll keep developing to add functionality from classic to new invoicing - Not something we can give a timeframe around. You can stay in the know of upcoming features through our article here, we'll let you know of any updates that impact the idea here. 

  3. The option to manually or automatically create an overdue statement for late paying customers

    30 votes

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  4. Ability to automatically pay supplier bills from within Xero, withouth having to login to online banking.

    Purpose: To make it easier to pay bills, rather than having to jump between two different platforms.

    29 votes

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  5. Ability to have an option to automatically update purchase price on the item when users buy the same new items.

    Purpose: To save time from having to manually update each item price when there’s a different price on the same new items.

    12 votes

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  6. Ability to specify a set approver for a specific employee when they submit expenses

    9 votes

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  7. Being able to view previous versions of a quotation to see any changes that have been made.

    7 votes

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  8. Ability to delete invoices permanently in Xero.

    Purpose: To make the lists of invoices looks cleaner, as the voided invoices will not be listed there. Especially for the ones that’s created accidentally.

    9 votes

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  9. Ability to have separate fields for posting date and invoice date.

    Purpose: To make users can ensure the expense is recorded in the appropriate month (posting date), and the due date is properly calculated (invoice date).

    8 votes

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  10. Ability to add images for each line item in quotes.

    Purpose: Users’ who are selling products can easily send the picture of the product through Quotes.

    7 votes

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  11. Ability to have a supplier name and link back to supplier contact list from the inventory.

    Purpose: Users can easily have information from which suppliers that they’ve purchased their inventory from, and can easily update any changes within inventory and supplier.

    5 votes

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  12. Ability to add a delivery date to the purchase order for each line item.

    6 votes

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  13. Revert an approved invoice that's not been sent back to a draft. Especially helpful if accidentally approved.

    6 votes

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  14. Converse of the ability to copy multiple bills into one invoice.

    3 votes

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  15. Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.

    An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.

    A tracking number would be useful, too. Setting it to "shipped" would send…

    5 votes

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  16. if a contact has a specific account code assigned - allow the invoices to pull this across when it's emailed to Xero Bills. Otherwise time and productivity are down going into each single invoice to allocate

    4 votes

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  17. Ability to edit the unit price and quantity of both paid and part-paid invoice.

    Purpose: Users can easily change the unit price and quantity, especially when their customers often ask for these changes.

    4 votes

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  18. Entering multiple payments to an Invoice in Xero. Currently it exits the invoice when you enter a part payment in the payment section. I often want to enter several payments for cash received and card payment received on several days and have to keep going back into the invoice for each payment.

    4 votes

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  19. A report that shows all purchase orders with invoices against them and balance remaining.

    3 votes

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  20. Statement of Account able to toggle difference currency since we have set a exchange rate should be able to tabulate base on the exchange rate

    3 votes

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