1427 results found
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Payment Services - Add Alipay as a payment service
Proposal: Integrating Alipay as a Payment Option in Xero
Overview
Introducing Alipay as a payment option for Xero invoices will provide significant benefits for businesses engaging with international markets, particularly China. As China is Australia’s largest trading partner, offering a seamless payment method like Alipay will enhance cash flow, improve payment experiences, and reduce barriers for Chinese customers to pay invoices.Key Reasons to Integrate Alipay:
China is Australia’s Largest Trading Partner
China accounts for a significant share of Australia’s exports and imports. For businesses that trade with Chinese companies or customers, Alipay is often the preferred or only method…
3 votes -
Invoicing | Contact - Default address based on GPS
Hi,
My business often delivers the same or similar services to repeat customers. It would be useful if Xero could default the contact address based on GPS Location, and then even propose default invoice items and pricing to make the invoicing process easier. This reduces the risk of invoicing mistakes and adds efficiency into the process for invoice creation. Also helps with contact payment process improvement.1 voteInteresting idea here, Nathan. Can understand how this could increase efficiency for businesses that are invoicing on the go. It'll be good to get an idea of the interest from community through your idea here. Not something we have planned right now but I'll let you know if there's any change.
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Invoicing - Adjust 28 days conflict for 30 day suppliers in February
In February this year, all suplier invoices that were supposed to be marked 30 days, got moved to due in March and not end Feb due to the 28 days, This needs to be changed as an exception as there will never be 30 days in Feb.
1 vote -
Bills - Enlarge preview
Make the preview bill bigger and make it so you can drag and drop it to another screen.
2 votesHi John, when you say you'd like to drag & drop to another page can you share a bit more detail on where or what you'd be wanting to do with the bill on the page you drag & drop to?
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New invoicing - option to 'approve and close'
There are new options now under 'Approve' on the new Sales Invoice. The majority of my invoices are created post-purchase, so I create the invoice, approve the invoice, then usually need to go back to the Invoices overview. I want to see added 'Approve and return' or 'Approve and close'. Currently it takes me three clicks to get back to the invoices, because I need to click on Approve, then 'Invoices' from the breadcrumb, then to 'All' since it defaults back to Awaiting Payment. (Why doesn't clicking 'Invoices' from the breadcrumb take you back to the All tab?? Surely that…
4 votesHi Trudi, while the Business menu option I mentioned in my last update remains the best flow for what you're after here currently.
I thought it may be useful to share that we've recently released some keyboard shortcuts for common actions in new invoicing that may help improve your efficiency when invoicing. Our product team have added small prompts to highlight these in the product while our customers familiarise, and if you’d like to view the full list of options you can see them all on Xero Central.
We'll continue to track the interest in an approve & close option here, and share if there are any changes planned that may impact this.
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Batch payments - Print Receipts
The ability to print receipts for batch payments is desperately needed.
Currently there is no way to print a receipt for batch payments. There is only the ability to email receipts or print deposit summary. Deposit summaries do not contain the level of detail that a receipt does.
Currently, to print receipts for payments recorded in a batch deposits you have to email the receipt to yourself first. The problem with this is, when you enter your email address in the blank field it then automatically updates the customers contact details with your email address, so you have to then…
4 votesThanks for your idea here, Laurie. Appreciate the detail in your post and why you'd like to see this.
Its not something we have direct plans for atm, but we'll continue to track the interest here and share any updates.
While not the ideal solution, for the time being to avoid updating your contacts record when you click send receipt from a batch payment, you could uncheck the recipients but have the option to 'Send me a copy' checked.
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Contacts | Activity - See if transactions have attachments
See which BILLS have attached documents.
On a Suppliers Contact page, under ACTIVITY tab, in the overview of the Bills/Spend Money, it would be useful to be able to see which items have a document attached to them.
And which items don't.
A simple icon to indicate that there is documentation behind the entry.
We frequently have to add documents after the entry has been made via Bank Reconciliation rules. Knowing which items have already been populated, rather then having to open/close individual items, would be a great time saver.1 voteThanks for sharing, John. Appreciate not all in one place atm, however from Bills lists (Awaiting payment etc) you can see if bills have file attachments in the far right column. Similarly from the bank account Account transactions page you'll be able to see this same file icon for Spend and Receive money transactions that have files attached.
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New invoicing - Increase size of item code display
The item code on the New invoicing shows much smaller that it was on the Classic Invoicing. Example attached shows how much harder it is to read. Can this be enlarged?
5 votes -
Direct Bill Payments - Review previous payment runs
Whilst being able to set-up a payment run directly within Xero is great and saves time, it can be tedious and difficult when trying to reconcile it on the bank.
There are two things Xero should add:
There is seemingly no way in the bills screen to review previous payment runs. Something that at least would make it easier to check back at what was included in that payment.
It should also put all payments from one payment run as one batch payment in the bank rec screen. Otherwise no time at all is saved in reconciliation as you still…
2 votes -
Bill payments - Support Co-Operative bank
Currently the bill payments from Xero option does not support the Co-operative Bank (business). I would like this to be extended to the co-operative as soon as possible. The co-op bank tells me that they support token.io - can you consider supporting this?
2 votes -
Xero Expenses - Ability to Add Item Code
It is essential to be able to add an Item code along with the Account on the expense claim. We are tracking item codes and reporting them to our management.
2 votes -
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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Products and services - View average cost as a column
Products & Servicesw - Add Avergae Cost Column
Suggestion - Add the option to show and hide the average cost of a product.
3 votes -
Project Summary Reports - Include estimated expenses
Creating projects in Xero is a great and useful function. Creating estimated expenses inside of the projects is even greater. However, those estimated expenses not showing estimated costs to complete the project is a missing crucial feature for me. Currently the estimated costs do not show in projects summary reports unless there are expenses towards that estimated expense item. This is a major flaw because anyone wanting to track estimated expenses needs to know the estimated costs to complete on all projects.
Similarly, projects will zero cost or revenue do not show up on project summary reports. This is also…
7 votesThanks for the detail in your idea here, Kyle. We don't have plan for this atm but we'll track interest in this through the community and share if there's any updates.
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Xero Projects - Auto attach files from Expenses to Project
Automatically add expense receipts associated with an Expense Claim to a Project that converts to an Invoice within a Project. Currently, the Expense Claim description is the only info added automatically to a Project when the claim is associated with the Project. Ideally, we need the receipts associated with those Expense Claims also added automatically from the library to the Project without having to search in a long list of library receipts for a match when creating a customer Invoice for expense reimbursement. When we have 100+ receipts at any given time in the library, then we have to search…
9 votes -
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 -
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
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