225 results found
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Xero App Store - Ability to see New Releases
Not quite sure if this is applicable here, but it would be good if there was a newsletter of sorts to announce any new apps that is released on the Xero App Store. It'll be good if there was a update of sorts whenever a new integration for Xero was released, especially for clients who're still looking for the right app to sign up for.
2 votesLike your thinking in how we could better surface apps that could help your clients needs. You may have seen that we've made a few updates to our App you now have options to Discover and select New and Noteworthy integrations 😁
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Quotes - Ability to change the default 'Send me a copy' when emailing quote
On the newly rolled out quote form, have the ability to change the default 'Send me a copy' when emailing the quote.
Why would I want to send myself a copy when I have all my quotes available to me directly through Xero?!3 votesHi all
The 'send me a copy' field remembers the last setting used. So, if you untick this for one, it should default to unticked for the next one and following ✅
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New invoicing - Look up Sales tax (US)
Tax Lookup should be available in New Invoicing
2 votesXero has recently partnered with Avalara, a leader in tax automation software, to provide automatic, accurate sales tax calculations on new invoices and simple, state-based sales tax reports to make it easier to prepare for filing.
This new auto tax feature will apply the tax rate automatically by location which sounds like what you’re asking for 😊 See here for more information, and a demo video. -
Quotes - Create new item without navigating away from Quotes page
It would be great if you could add a "New Item" when you first create a transaction. At the moment, you have to save and close the transaction, go back to it and "edit" then you can see +New Item at the top of the Item column. It would be a great improvement to workflow if you could do this straight away and if anyone like me has new items each week it would save some time. Thanks.
3 votesHi team, please to share that this is now live! You'll find when entering quotes in Xero you can now '+Create new item' all within the quotes screen. 😊
Thanks for sharing your feedback on this, with us here.
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Invoicing | Change default font size of PDF
Font Size: It would be helpful to increase the default zoom on the invoice view when processing invoices as the print view on invoices become very small and difficult to read without having to zoom in with the plus sign, which again does not enable you to see the whole invoice, which means you have to use the arrow bars. My suggestion would be Xero enables you to drag the invoice to a second screen rather than having to download it every time?
1 voteHi Jovanka, if you're using a Standard branding theme you could look to adjust the font size - this ranges from 9pt - 11pt.
Alternatively with an advanced theme/DOCX Template you may want to look at adjusting the default font size within your invoice template.
You could also view the Preview or Online invoice as a quick check over, without needing to download.
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Invoice/Quote - Ability to not display the description
To save on screen real estate, after selecting the item, don't display the description in the "Item" column. This small column wraps the description and takes up much needed screen space, when it is not necessary as the description repeats itself in the very next column "Description"
Our quotes and invoices can have 40-100 lines of product on them, and after zooming out as much as possible ( but still be able to read the screen), only 14 lines can fit on the screen while in edit mode. This is because in the "Item" column, the item code is displayed,…
2 votesHi Terry and Susie, it's now possible to show/hide columns in new invoicing and quotes.
Within the quote or new invoicing screen you'll see an option above the grid where you can choose which columns of your invoice or quote are shown on the screen.
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Products & Services Standard Paragraphs without Values
We have noticed with 'new' Xero that standard products & services we have set up now print on our quotations with the value of zero under Quantity, Price & Total columns.
For us, most of these services are just standard statements and do not require a Quantity, Price or Total but we cannot remove the zero's.
It looks strange on a quotation to include a zero value next to a statement which doesn't refer to values,
'Old' zero didn't do this and would suggest that new Xero be updated to allow standard paragraphs to be added without values - as…1 voteThanks for your feedback, Gail - sorry we've not updated your idea here sooner. The team did make some improvements to Quotes one released. You should find you can now add description only lines that will not show any values if no quantity or price entered.
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Dashboard - Return search icon (May 2022)
Please put the SEARCH feature back on the dashboard please- we use it throughout the day
for just about everything3 votesAppreciate your input here, Jeffrey and Tom. We’re aware that there was an issue around the time of your post here, where some users are unable to use global search on their Xero Dashboard. But our team has identified and resolved this (see our status page for more information). Sorry for the inconvenience.
If there’s any widespread issue, we’ll post it on our status, so it’s good for you to check it as a point of reference. And if you still have issues with this, make sure to contact Xero Support so you can get an individual troubleshooting session with them.
That being said, we’ll mark this thread as ‘delivered’ so the votes can be returned. -
Income by contact report - Chart for top 10 Customers
To have the ability to show the Top 10 spending by contact chart for customers similar to chart available on the expense by contact report.
1 voteSorry for not catching your idea here sooner, Tahlia. Appreciate the idea and this was fast to follow the Expense by Contact report.
Our report team have now added a chart to rhe Income by Contact report so you can view your top 10 customers the same as you can suppliers from the Expenses by Contact report. 🙂
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Invoices/Bills - Discount the unit price, not the entire line item
Ability to add a discount for unit price just for a single line item.
Purpose: To save time from manually allowing percentage discounts.
16 votesHi community, this is possible for invoices with the use of the discounts column where you'd only enter a discount for particular line items. With new invoicing you'll have the option to enter a discount as either a % or amount.
Alternatively if you'd just like Xero to calculate the unit price and not need this shown you could use Xero's inbuilt calculator to enter an equation that'll automatically calculate the price for you based on a given amount.
We have a separate thread going for the ability to add discounts to bills (accounts payable invoices) that some of you may like to join for any updates.
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Quotes: Save and continue
Hi Team,
When entering one quote that runs into multiple pages I always save the work intermittently. Just incase there is a computer software or power issue. However the two options available are Save & close and Save and Add another. Could you please add the feature to Save and Continue? It will be a great help. Also Please reconsider reintroducing the Shortcuts (Using the tab) rather than the mouse click option for every item. It is not an efficient way.
1 voteHey Shirani 👋 when creating a quote in Xero, you have three options for saving.
As you’ve already found, you can ‘save and continue’ or ‘save and add another’ but both of these will navigate away from your page.
Instead, you can click the standalone save button. This will save your progress without navigating away from the page 😊
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Invoice - Attachment preview to move to a different screen
When previewing the attachments / supporting documents, it would be great to be able to move the preview onto a different screen so can more easily mark of items as correct as reviewer, without having to download/ open.
2 votesHi team, you'll find with new invoicing, attachments open in a new tab on your browser rather than as a pop out window.
Thanks again for your feedback, we appreciate your contributions.
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Email Templates - Add logo
It would be great to be able to set up a Placeholder for our company logo so we can include it on emails.
1 vote -
Auto Bill Credit Cards on Recurring Invoices
I would really like to see an auto bill feature connected to the payment services. Give the invoiced party the opportunity to have their credit card automatically charged when the recurring invoice is created each month, week, etc. This functionality exists currently in Freshbooks, would love to see it in Xero!
1 vote -
Create an in house Xero-Shopify Integration - ie Not through Bold
Xero use to integrate with Shopify for free - through the services of a third party app developed by Bold. Now the provider of the Xero/Shopify integration (Bold) has introduced a fee for this simple integration.
In my opinion, as Xero is the most expensive accounting software provider on the market, the introduction of Bold's fee for this integration has removed Xero's main competitive advantage. The cost of Xero use to be justified because the Shopify integration was free. Now that you have to pay for this integration as well, users of Xero & Shopify have to pay even more…
1 voteWe hope you heard of our new Xero Shopify integration, built in-house, and launched Nov 2021 😊
The integration syncs your Shopify sales transactions to Xero automatically for easy payment reconciliation. You can choose your automatic sync settings to suit your Shopify settings and align with your business needs.
The integration is available globally. Find more on the integration, how it works and the needs it can solve for your business in our Xero app store. -
Better integration with Shopify for Invoices
Hi there,
I've tried the existing integrations with Shopify and Xero and the only partially viable option available has many problems. We're using this for our website https://discountoffice.co.nz. We've given up on automation between the two platforms and now manually invoicing at the end of the day which consumes a lot of our time. Do you have any plans to develop an official app to integrate the two platforms?
1 voteHello, just letting you know that Our Developer community is the best place to seek out help on oAuth and anything to do with the API and building integrations.
That being said, I also wanted to share about the new integration we announced with Shopify in November last year (2021). The Shopify integration is designed to help business owners save time on admin by reducing the manual data entry and paperwork associated with reconciling and interpreting sales data, giving you an up-to-date view of finances, cash flow and business performance. -
Projects - Detailed Expense Report
Currently there is detailed expense report in Xero Projects. That's why I cannot use Projects for invoicing and billing yet, because we (engineering consulting industry) are required to submit itemized documents to support any invoiced expenses. For example,
- if it's a subcontractor cost, we need to present the subcontractor bill details
- if it's a mileage reimbursement, we need to present mileage rate and number of miles and the employee who requested such reimbursement.
So, please add the expense report feature in Xero Projects!1 vote -
Projects - Assign users to specific projects
Hi,
We run multiple projects with many resources, it would be good if we could assign or restrict user view/access to specific projects.
Thanks.1 vote -
Sales - Automatatically create invoices received from otheir Xero users
Could you please consider the ability to automatically create purchase invoices from sales invoices sent from other Xero users to our account?
Likewise creating contacts should be part of this process - whereby when I receive a sales invoice from another Xero user, I should be able to click a button and it automatically appears in my purchase invoices with the fields already filled up accordingly.
This would automate a big chunk of our invoice processing time because we interact with several other Xero users!
1 voteHello, while save to Xero from an online invoice is still an option, taking a deeper look I see you're based in Singapore.
We now support Peppol eInvoicing in some regions, including Singapore (where it's called InvoiceNow), as per this community request. eInvoicing allows for the features you have requested as well as the ability to send & receive from other software.
For Singapore businesses with Xero, you can connect your organisation with 'Invoici' which will enable you to register with InvoiceNow. - Read more on how this works in Xero Central. -
Direct debit payments for SEPA region
We are looking for a solution where we can generate a SEPA direct debit XML from customer and invoice data in Xero. This XML format is called PAIN.008.001.02 which is supported by all 31 countries in the SEPA region (including the UK). Every bank in the SEPA region lets you upload a PAIN.008.001.02 XML file to collect direct debit.
1 voteHi everyone, appreciate your input here. And thanks to those of you who provided some options too!
As you're aware, we don't restrict currencies/locations from our side, so you can integrate a payment service that supports direct debit payment that's available for the SEPA region.
One of the options that we can suggest to you is to set up GoCardless as a payment service in your Xero org, as they support Direct Debit schemes for this region. You can also check out their API documentation here, if you need to see it.
That being said, we'll mark this request as 'delivered'.
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