1397 results found
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Bills - Add a Note
In the Bills approved and awaiting to be paid - it would be good to have a field for notes. There may be a reason why the bill is being held or delayed and a note section here for additional information would make it easier for all involved to understand why a bill might be delayed from the current payment run.
2 votes -
Repeating bills - Due date options to include 'working days' not just 'calendar days'
I have a repeating bill that is set up with the due date 14 days after invoice date. This is fine except the date calculated is 14 calendar days and the bill is actually due after 14 working days. Is it possible to have an option that allows for working days rather than calendar days?
3 votes -
Notification | Send to REPLY TO email when quote accepted
When a customer accepts a quote via the link the email is sent to the users email address - suggestion is to have it sent to the REPLY TO email address and / or the USERS address.
146 votes -
Purchase Orders - 'Pick Up' option for Delivery field
I would like to have the option of raising a purchase order and selecting 'Pick Up' from the delivery field.
3 votes -
Sales - Add customer purchase order and issue invoice from it
Sales - how to add customer purchase order received in Xero and issue invoice from that purchase order. This way it will be easier to track PO received from customer vis a vis the invoices issued.
8 votes -
Transaction Entry - Alert to warn when a future date has been entered
have a warning come up when an entry is dated in the future to avoid posting to the wrong year
5 votes -
New Invoicing - Time stamp in History & Notes
In the classic invoicing history, we can see the date and timestamp, this is not available in the new invoicing - see attached screenshots.
We use this time stamp a lot for trouble shooting - like what time or XPM and what time was the invoice approved. This helps if there is an integration problem or double up, or payment query.
71 votesHi community, to keep you updated of progress in this space. Our product team recently released an update so you can view more detail in history such as where an issue or due date has changed or total amounts of the invoice have changed and who these were made by. We have more improvements coming for history and notes in new invoicing and will share more as it's made available, here.
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Bcc quotes
Bcc Quotes and Invoices.
Our quotes and invoices do not show on our CRM when sent from Xero as we cannot Bcc them. Come on xero. Add Bcc for quotes and invoices
1 vote -
Xero Accounting app - Ability to send purchase orders
Send purchase order from mobile app
Frustrated as the platform needs tons of updates it’s terrible
Can’t mark off paid jobs
Can’t search for job name
No job name on invoicing why simple things that should be available38 votes -
New Invoicing remove # from Invoice number
Why is there a # in the invoice number field? I think only USA use this and it's annoying to everyone else.
1 voteHi Claire, I do want to confirm that the '#' symbol is only shown on the view of the invoice in Xero. You'll see once saved or approved only the symbols entered within the field are shown in the Invoice Number column on the list view and this field will show depending ono the branding styles applied to the sent invoice.
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copy
Invoice Copy to Purchase Order.
The classic invoicing has the ability to copy from an invoice to a purchase order. The new does not have this option.
It is an important feature when you work with subcontractors or suppliers.It is possible to Copy to > Purchase orders from a quote on the new invoicing but not always you will have a quote prior to have the invoice.
1 vote -
Staff rates in projects
Include staff rates / payroll costs / staff hourly costs in the profitability calculation used in the xero projects dashboard.
1 vote -
Subscriptions/ Memberships/ Portal
Memberships/ Subscriptions/ Portal
New feature required offering memberships/ subscriptions so that clients pay through Xero weekly/ fortnightly/ monthly etc. They would need to have their own log in portal which shows the subscription/ membership they’ve signed up to. Even if this was a subsidiary company of Xero. Even better if there was a dedicated Xero team who helps draw up legal templates and whom follows up failed payments etc.
1 vote -
Invoice - Option for customers to add a tip
Allow customer to add a tip to invoice when paying.
6 votes -
Dashboard - Flag if there is a Discuss point on a transaction
It would be great if there was some flag/notification visible on the Dashboard, to inform clients that you have raised a Discussion point on a transaction, that they need to address.
7 votes -
Ability to view files in file library prior to attaching to an invoice and return file to library from invoice
In New Invoicing, I need the ability to view the files in the file library prior to attaching them to an invoice, as I can do in Classic Invoicing. This is because when received into the file library, the files aren't always in the same order as they were scanned. I tried attaching a file using New Invoicing and it wasn't the right file and, because I couldn't return the file to the file library, I had to rescan the document back into the file library. Without the ability to view files prior to attaching them to the invoice, users…
1 vote -
Customizable Print PDF options for bills.
Dear Xero Product Team,
I hope this message finds you well. I am writing to propose an exciting idea that I believe could enhance the user experience within Xero:
The implementation of customizable Print PDF options for bills.
Currently, when users print a bill from Xero, the PDF generated may not always align perfectly with their specific needs or preferences. My suggestion is to introduce a feature that allows users to tailor their Print PDF output by selectively displaying or hiding certain columns.
Here's how it could work: within the Print PDF settings, users would have the ability to toggle…
1 vote -
Add a second reference field to customer invoices
It would be helpful to include both the customer reference number and our file number on an invoice. This would make it easier when cross referencing with our database.
1 vote -
Customer Statement - Send an overdue invoice statement
The option to manually or automatically create an overdue statement for late paying customers
246 votes -
Sales Invoice - Select and send multiple invoices on a single email
Send multiple invoices together on one email to the same customer with one 'pay now' button (e.g. for Stripe payment) rather than sending multiple emails which seem like spam to clients !
26 votes
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