1498 results found
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Copy documents attached to a Bill to Pay into bill payment
Currently, documents (invoices) that are attached to a "Bill to Pay" entry do not copy over to the bill payment transaction at reconciliation. You have to go to the (reconciled) account transaction and manually add the same documents again !
I'm told by xero this is because the Bill to Pay and actual bill payment are 2 separate transactions and the "documents" icon and process apply only to the transaction being processed at the time.
This is silly. It is doing the same thing twice - and requires you remember to do it anyway!
I thought automation was designed to…1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
Our Community team will soon review and respond to your idea.
You can find out and stay updated with Xero releases on Xero Central.
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Business snapshot - Link to default custom Profit & Loss Report
Business snapshot - link to default custom Profit & Loss Report
We use a custom Profit & Loss Report which is default.
Unfortunately the Business snapshot links to the standard xero Profit & Loss Report not the custom default Profit & Loss report.
Can the Business snapshot be changed to link to the custom default reports?3 votes -
Quotes - Split quotes into multiple invoices with relationships and automatic “Mark as invoiced” functionality
Our work is often quoted at the project level, with invoices being issued monthly for the duration of the project until the quoted amount has been paid and the project completed.
Currently, we create the quote, and then subsequently create invoices - manually keeping track until the quoted amount has been invoiced, at which point we mark the quote as invoiced.
It would be helpful if;
- We could split the quote into N invoices automatically with the total invoiced amount over N invoices equalling the amount in the selected quote.OR
- When a quote is marked as accepted but…
2 votes -
Add planned payment date from inside the bill with a default of the due date.
Add planned pay date automatically as the due date or add a field into the bill entry screen so that you dont have to go back and add it from the bill list view.
Just a suggestion which i think lots of people would find helpful. It would give real time data from the bill screen and saves going into the bill list to add the planned payment date for the categories at the top to populate correctly.
I I believe that this enhancement would be beneficial for many users, as it would definitely save time by reducing the number…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
Our Community team will soon review and respond to your idea.
You can find out and stay updated with Xero releases on Xero Central.
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Bills - Update duplicate bills notification when action taken
Please can we have the duplicate bills notifications fixed? Currently we are notified via the pop up that there are duplicate bills - which is great and very helpful! However, once we have clicked into it and voided the duplicates.. the same duplicate error message still pops up again despite us having just sorted. Requiring us to go back into it and click keep all, even though there is nothing we can do as we have already voided the duplicate and obviously would not want to void the active one, and with nothing that can be done to the voided…
1 voteThanks for sharing, Emma. I've shared your feedback with our product team and will let you know here, if there are any changes planned for the notification in this space.
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assign multiple unassigned expenses to estimated expense xero projects
I would like to be able to select multiple unassigned expenses in projects to apply to an estimated expense at once.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
Our Community team will soon review and respond to your idea.
You can find out and stay updated with Xero releases on Xero Central.
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New invoicing - Option to leave date field blank like classic invoicing
In New Invoicing can the Date field be left blank when in draft status as per previously. Regularly I create draft invoices and want to continue to be able to leave the date blank or to put tentative dates in before moving forwards int he process.
32 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.
49 votesThanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
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international bank
Save international payee details on the Xero contact page
At the moment, we can only add international payee details when making a payment. It would be really helpful if we could store these details (like SWIFT code, routing number, IBAN, or account number) directly on the contact when setting them up.
For example, if I’m regularly paying a supplier in the US or Europe, I’d like to save their international banking info the same way I can with a UK sort code and account number. This would save time and fit into my workflow when creating bills.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
Our Community team will soon review and respond to your idea.
You can find out and stay updated with Xero releases on Xero Central.
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Repeating Bills - Change 'Next bill date' to 'Create bill date'
I have wasted HOURS of my time trying to figure out how to get repeating bills to show up. Would be extremely helpful if instead of "Next Bill Date" you say "create bill date" or "generate bill date" which is what I finally figured out it actually IS. "Next bill date" in this instance is very confusing; it's natural to put in the bill date for the following month.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Improvement to project time tracking
For time tracking against projects it would be really useful if employees with limited access could add time in the same way an admin can via a drop down (rather than clicking in to the project first - which is more time-consuming)
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
Our Community team will soon review and respond to your idea.
You can find out and stay updated with Xero releases on Xero Central.
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Purchase Orders - Import from an Excel file
Can we add a function to import purchase order from excel file? We have had it as import bill already, but it is not enough because we need to use the PO function in Xero. However, it is time consuming and many mistakes due to manually entering our PO. It would be great if we can import from excel for both bill and PO function.
61 votes -
Inventory Plus - Create a Purchase Order directly from an open Sales Order
Currently, this process is separate so you have to recreate the sales order as a purchase order to send to a vendor to fulfill. Instead, next to each item on the Sales Order, or at the top to create a single PO for all items, you could create a Purchase Order. This would put the Sales Order in process and save a step.
1 voteThanks for submitting your idea on Xero Product Idea's, Ryan. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have any plans for this atm, but will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Invoice XERO user separately for Stripe Fees
In an ideal world when a client pays us via Stripe 100% of the fee would be reconciled and XERO/Stripe would invoice us separately on a regular basis for the applicable Stripe fees.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
Our Community team will soon review and respond to your idea.
You can find out and stay updated with Xero releases on Xero Central.
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Stripe Tax
Are there any plans to incorporate Stripe Tax into Xero Invoices/Xero Quotes? Since Stripe is a common payment method, it would help us streamline our processes if Stripe Tax was an option when creating Quotes and Invoices in Xero.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
Our Community team will soon review and respond to your idea.
You can find out and stay updated with Xero releases on Xero Central.
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Price to automatically update on a set date
Item price - to be able to change the item price on a set date and it update automatically on that date.
When we give customers notice of a price change, sometimes this is months in advance. Now I know I could add a note to the item, but seriously, this would mean checking the notes for every item which would become very tiresome + time consuming.
I would like the ability to go into a line item and be able to set a date when the price needs to change. The price would then automatically update on the specified…1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
Our Community team will soon review and respond to your idea.
You can find out and stay updated with Xero releases on Xero Central.
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Invoicing - Xero Network remember based on last send for contact
“Send via Xero Network” feature in your invoicing system, which have negatively impacted our workflow and client payment behavior.
Since the update, this option now appears at the bottom of the invoice, while the sending process begins at the top. This disjointed placement is not intuitive and often leads to it being overlooked. More importantly, the system does not remember this selection, requiring us to manually enable it every time we send an invoice.
This has had a direct impact on our cash flow. Since the update, we’ve noticed a significant drop in timely payments. Many of our clients rely…
1 voteThanks for your idea and sharing what would help your experience when sending using the Xero Network, Kelly. We don't have further changes planned around this right now but will start to get a sense of interest from your idea, here.
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Batch Payments - Keep multiple payments to the same payee as separate lines
Currently when creating batch payment files, multiple bills to the same payee are combined into a single line with only one set of bank payment details (although they appear separate on the batch payment screen in Xero).
Sometimes different bank reference details are needed for each payment, and sending the details in a remittance advice is inappropriate - it would be helpful if the lines could remain separate rather than combined so that unique bank reference details could be added against each line for the same payee
11 votes -
Projects - Description field when adding an Expense
It would be useful if when manually adding an expense to a project, there could be a description box available as well as entering the expense name. We sometimes need to elaborate on those costs for the numerous people looking at that expense but there is no-where to put this information unless it's added to the expense name.
2 votes -
Invoicing - Increase the Font Size
Rows on invoices - On the new invoicing manually adding rows is cumbersome for a mechanic business suggest making more than 1 row on the invoice. I rarely have an invoice which is less than 6 rows.
Font size- Font is very small and should be increased to at minimum 12pt.2 votes
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