1482 results found
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Repeating Invoice Template - Date Placeholders to show as YYYY MM
In Recurring invoice templates provide date placeholders in numeric form, so you can format as YYYY MM, e.g. 2024 12, 2025 01, 2025 02 etc. Rather than the most similar option of 2024 December. This would also be beneficial within the decriptions of the lines to show dates from/to e.g 2024-12-03 to 2025-01-02 (for a monthly subscribtion or similar), instead of it populating as 2024-December-03 to 2025-January-02.
4 votes -
Check for duplicates between bills and spend money transactions
I like the feature that flags potential duplicate bills
I'd like the feature to also check for potential spend money transactions that instead should have been applied to the bills (same for sales invoices and receive money transactions)
If the bank statement line date is close to the bill due date, and if the amount is the same - that's enough to flag as a potential duplicate
It would be wise to make the feature able to be turned off, for the cases where there are a lot of false matches
1 voteIt sounds like you may enter Spend money transactions prior to reconciling, Scott? If so is there a particular reason you need this recorded prior to reconciling?
Just to confirm what's currently available, within bills to pay and the purchase overview you'll see a notification if Xero detects duplicate bills.
Separately when reconciling, if a statement line amount matches the outstanding amount on an invoice/bill, this invoice/bill is suggested as a match. This feature is designed to help prevent spend/receive money transactions being created when there is already a bill/invoice.
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New invoicing - Print packing slip in one click
We print packing slips for every invoice we print, since the changes xero has made it has added another step in out process, we are all about streamlining our processes. We would like to revert back to the old way as this is adding time and is also adding more unnecessary files to our computer system. please help us to streamline this process again as the current system doesn`t work for us
15 votes -
New Invoicing - Move the "add last items" option
Move the "add last items" in the invoicing screen. Half the time the Billable items button comes up first in its place, but then moves to a lower point on the screen. The problem is if you click on it before it moves to the lower point on screen or just as it does, you end up with the last invoiced items on the invoice that you don't want.
3 votes -
Invoicing - Adding Direct Debit tab to columns in Awaiting Payment
It would be really useful to be able to have a column in the 'awaiting payment' section where you can mark the group (i.e. Direct Debit) so when you're setting up Telleroo payments / batch payments, you can easily see which one's are Direct Debit suppliers without either running a payables report or clicking into the supplier to see which group they belong to
19 votes -
Invoicing - Move multiple rows at a time
Move multiply rows in invoice template and insert multiple rows in invoice template
1 voteWhile we don't have any work planned for being able to move multiple lines at a time, I've slightly adjusted the title of the idea here for this specifically, and we'll continue to track the interest for adding multiple lines at once from this idea.
If there are any plans made we'll share update on each idea respectively. Thanks
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e-invoicing - Support for bulk sending
E-Invoicing
Is it possible to set e invoicing up at customer contact level. This would then allow me to bulk send my invoices as I currently do, rather than one by one1 voteThanks for sharing, Sarah. We don't support bulk invoicing for eInvoicing atm but it's on the teams radar. If any plans are made for this we'll update you here.
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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)
19 votes -
New invoicing - Simplify process for allocating Credit
When the Allocate Amount pops up to allow for Pre-Payments to be allocated to an Invoice, I find I am going between Mouse, Tab, Numeric repeatedly. We have a large number of Clients who pay weekly and build up a number of Pre-Payments. It would be a lot easier to just use the mouse. Allow for a Double Click in the box containing what is available, or Double Click in the amount allocated, or something - but there has to be a simpler method.
3 votes -
New invoicing - Ability to type in the tracking category field
I would like to see the ability to type the tracking category into the field in the new invoicing, be available again rather than a drop down menu that its not user friendly or time saving. The drop down often jumps to the incorrect tracking category, even after the correct one is selected.
2 votes -
New invoicing - Inbuilt calculator when posting payment
New invoicing is missing the mark by getting rid of Classic Features. I can no longer do math when making a payment. I will often post a partial payment ie: 50% payment, I can add /2 or *.5 after the prefilled amount. I can no longer do this in New Invoicing. Why get rid of features? So frustrating now that Classic Invoicing is gone in less than 50 days. It was much more efficient to have add payment at the bottom of the invoice opposed to jumping to the top of the screen to add a payment, and now the…
3 votes -
New Invoicing | History - record when invoice has been copied
History needs to show when an invoice has been copied and which invoice it has been copied from and to.
9 votes -
Bills - 'Send remittance advice' option after recording a bill payment
In the olden days when you paid an individual bill the system would take you back the awaiting payments screen with two options - view bill or send remittance. Can we please have this back. More recently when paying a single bill you would have around 5 seconds to click on send remittance - that is now gone. Annoyingly you have to change a number of screens to locate the paid bill and then click on the payment and remit from there. Very inefficient. Please revert to the old options.
2 votes -
Logout now option on the timeout screen
When the screen locks it would be helpful to have the option just to logout. Currently if you have timed out but finished working on Xero you actually have to login just to be able to log out which is a waste of time.
5 votes -
Email template | Sales invoice - Ability to remove due date
My client does not want to show due date on the email template on a sales invoice that I send to them.
8 votes -
Mobile App - Transfer between accounts in Mobile App
Please would it be possible to amend the Mobile App so that when you select the + symbol the option to Transfer between accounts is possible ?
1 vote -
Stripe - Import Invoices to Xero created in Stripe
Invoices which have been created directly in Stripe are integrated with Xero so that the invoices import into Xero and then when payments are received, if payment is received via Stripe, this marks the invoice as paid to the bank account in Xero (which will then allow for reconciliation with the payment from Stripe) or if paid by a bank deposit these can be reconciled in Xero and will mark as paid in Stripe also.
7 votes -
Bill payments (US) - ETA tracker
It would be nice to click into the bills that were paid via the new Xero Bill.com embed and see the ETA. This hits on the emails but if there's an update or delay, there's no way to see the updated ETA. Also, it would just be very convenient. Thanks.
1 vote -
Bills - Customisable payment receipt/remittance including bank payment details
Bill pdf – to have a print function to print a Payment Voucher for Bill created via a template which user can customize and must contain bank payment details
of supplier which is input in the Notes under supplier contact (see 1a above). This is to allow us to send the payment voucher manually to boss for boss to do the manual payment to supplier.
Boss needs the supplier invoice details and the supplier bank payment details in supplier masters (see 1a) as well as a footer of Prepared by; Approved by and Acknowledge receipt on the
Bill Payment Voucher…4 votes -
Bills - Add overpayment/older bills tab
Under the Bills and Invoices sections, could separate categories be introduced for overpayments and older bills from prior quarters? This would help declutter the Awaiting Payment section, especially for businesses with long credit terms, where bills may remain unpaid for several months.
3 votes
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