1317 results found
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New invoicing - Set defaults for approving
Can we have the option to set to default buttons/selections when completing an invoice please?
I do not need to email all of my invoices yet have to click through to select just approve.
This is a small thing in the grand scheme but when processing lots of invoices it is another thing that slows the process down, along with the 'too many clicks/tabs' issue.
Hopefully the new invoicing can be updated so it is a smooth process like the old style for tabbing and clicking through.
9 votes -
Invoicing - Include PDF attachment when emailing invoice
When Xero are emailing out their invoices please can you go back to attaching the invoices as a pdf as it quicker to be able to forward them rather than having to sign in and save them as draft, especially when you are having to do loads for clients.
16 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?
7 votes -
Dashboard - Link to a Calendar
Option to link bill due dates to a calendar, ie iCal, Google, Outlook etc. We use a scheduling program called Flight Schedule Pro for bookings and it has this useful feature.
8 votes -
Email template - Option to exclude Legal name form email templates
Remove or option to not display Legal Name on invoice emails. We trade as a Pty Ltd. Our legal name is a family trust - a change has been made recently whereby this is now being displayed on the invoice emails. Please give us the option to revert to how the email previously displayed.
10 votes -
Bill Payments - Allow payments to be scheduled
When making a bill payment using open banking direct transfer from bank account, it would be nice to be able to schedule the payment - currently there is no ability to do that.
16 votes -
Bills | NZ - Manually adjust GST for each line
Ability to edit GST line by line on bills in order to agree balances to supplier invoices (Due to rounding issues)
11 votes -
Purchase Orders - Option to part-receive
Receiving part orders. No "back order" capability. So what is the point of using purchase orders when you can't change to a "Bill" if only part of the order has been sent/received?
39 votes -
New Invoicing - Allow blank lines to make groups of invoice lines
It would be great to be able to group certain lines of an invoice together (for example by adding some spacing between groups), to make long invoices more readable and logically coherent.
It used to be possible to add spacing on the Classic invoicing page by pressing Enter a few times on the description field, but this no longer works on the New invoicing.
13 votes -
Inventory - Export only Active items to CSV
At the moment Xero doesn't seem to have a provision wherein only active items can be downloaded from the Inventory List. I think this is an important and effective feature that needs to be implemented.
6 votes -
Invoice - Ability to change colour of the payment buttons in email invoices
We would like the ability to specify button colours for the emails that get sent out with the invoices, as there is currently no way to edit the colours to match brand colours which is very annoying, and far from ideal from a brand perspective.
The out of the box button colours cannot be changed, yet look different for different xero users.6 votes -
Invoices - Option to convert to bill
It would useful to be able to have an edit function that allows you to change a bill to an invoice and vice versa. As clients tend to confuse these and it takes a lot of steps to copy the information over and delete the mistake.
61 votes -
Stripe - Add multiple stripe connections
We have multiple stripe accounts that we need to connect. It would be great to be able to add more than one strip payment processor that connects to two separate stripe IDs.
6 votes -
Quotes - Line numbers for items in quotes
Not being able to enter an item # in quotes: This is a bad flaw in your software for people selling services and should be fixed. I People doing custom project services will not want to create new "products" every time they do a custom quote, they just want to add Item 1, 2, 3 and start typing work description
7 votes -
Tracking - Ability to bulk Archive categories
We use tracking categories of building jobs. It would be great to archive the tracking category once the job it complete. Allowing a P&L by tracking category report to only show active jobs.
73 votes -
Projects - Lock staff pay rates
The ability to 'lock in' previous periods pay rates in Projects. Currently, when uploading any pay rate changes per member of staff, this cascades back to all hours worked on projects which skews figures.
14 votes -
Sales Invoicing - Automate 'send me a copy' on invoices
Automate 'send me a copy' on invoices.
Have the option to automatically select 'send me a copy' ticked when creating invoices/repeating invoices.
75 votes -
New Invoicing - Date picker without using "Pick another date"
Can the New Invoicing Template have a the original way to change the date instead of opening the date dropdown to then have to open the "Pick another Date" option if it's not today or yesterday.. If it was today it would already have that day selected, so why is it an option? just added extra steps to select the correct date..
10 votes -
New Invoicing - Quick find Address
Having "quick find" on the billing address when entering a new contact through an invoice.
11 votes -
PDF attached to Invoices sent via Xero Email system
PDF attached to all invoices being sent out from Xero - we utilise Salesforce who triggers the email to send from Xero directly - however there is currently no options for PDF to be attached.
We have numerous clients refusing to pay because they wont click the link to download an invoice and in the last few weeks the link now takes them to a screen to enter card details not a copy of the invoice causing more clients not willing to click the link (screenshot of new screen attached). Regional Australia business where all of our customers aren't tech…5 votes
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