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  1. It would be really useful to be able to put my supplier quotes on to Xero as some of my jobs have numerous quotes from different suppliers. It would make it easier to compare them and then generate our own quotes to our customers from these.

    1 vote

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  2. One of our customers requires the PDF invoice with zero due AFTER the payment has been applied. If I forget to mark "Sent" before applying payment, Xero will not allow this box to be checked, and I have to remove all payments, mark sent, then enter payments and credit applications again. Since we use the "sent" feature to cross check that we have submitted invoices, this is important. There should be no reason this is not editable after payments; and there are additional features that can't be edited after payments as well, that used to be editable in the old…

    2 votes

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  3. Hi Team, my query is about Draft Invoices. Is there any chance of having a 'Stop do you want to proceed' when it comes to a draft invoice being sent instead of the actual Invoice? I was convinced that I had approved a draft invoice, yet when the email was sent, it was not the Invoice as per the subject reference, but the draft. Embarrassing to say the least.
    Just that extra step would be very helpful. Not the first time it has happened to us. Thank you,

    9 votes

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  4. I would like to be able to use JAX prompts to search bills to pay or to ask general questions about previously paid bills.

    For example:

    • Show me all the bills paid to supplier X before/after invoice date [insert date]
    • Show me all the bills for this amount [insert amount]
    • Find all the bills that were created with Tax Inclusive (or Tax Exclusive or No Tax).
    • Start a new bill for supplier [insert supplier name] with the following item codes [insert list of item codes]

    Currently, JAX doesn't seem to have any knowledge about bills.

    It also seems to assume…

    1 vote

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    Thanks for your feedback, Mark. I've made sure this is shared with our product team.

    We're continuously looking to prioritise use cases which our customers get most value from, so it's great to hear other ways you'd like to use JAX, here.

    We'll keep you updated as we introduce more use cases. 

  5. What Xero management fail to appreciate that having this feature they will obtain a substantial number of customers who need this feature and many more that are using QuickBooks. If anyone know of an alternative please share on this channel. I'm exploring Thriday to make this feature available soon.

    0 votes

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  6. In repeating invoices we often use the tax year mostly in this format 2025/26 but also 25/26.
    Whilst we can use placeholders [year]/[year+1] to give us 2025/2026 it is not ideal and this would need changing after the December invoices which is administratively the same as manually changing the tax year in the invoices at the beginning of the tax year.
    It would be good to be able to use [taxyear] and not have to change it again.
    This would be really easy to implement, therefore it probably will be overlooked. Here's hoping.

    1 vote

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  7. Dashboard - Account Watchlist to include current balance of account (not just MTD / YTD balances)

    4 votes

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  8. Can we have an option to print to pdf statements in landscape as well as portrait?
    for example the screen in xero when I look at the statement shows the invoice reference in full but when you download this to PDF the reference gets shortened. This is an issue when the reference is a PO number and then you don't see all the PO number on the PDF version, for some customers they will not accept the PDF statement because of this

    6 votes

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  9. 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…

    3 votes

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  10. Please automatically remove archived contacts from any previous groups, or show those groups on the archive page. the new group invoicing keep including archived contacts and showing errors. the only way to remove people from groups is to restore them, remove them from groups and the archive them again. with over 1100 contacts this is a mammoth task and one i don't have time for. it was all working fine before you changed to new invoicing, you made the problem, you should make the solution.

    5 votes

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  11. Ability to add a note for the bills sent to directly to Xero.
    For example a reference for the bill.

    1 vote

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  12. The new invoicing doesn't work properly with Projects! A disaster for me this morning - trebled the time it takes to do my weekly Projects invoices. When it falls over because it can't find the GL Code to use, and doesn't even have subtotal and total fields....did someone forget about that when they were adding all the new empty space on the screen and screwing the work flow up?

    4 votes

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    Hi Karen, this does sound like odd behaviour and would be good to get a closer look into. I see you've also come into our Xero Support team and they've suggested booking a time to connect and share screen so they can see the behaviour occurring for you. If you can respond to them through your My Cases they can investigate this with you 1-on-1. Thanks

  13. Some of my customers utilise my services through a scheme where their employer or a separate 3rd party will pay their invoice.
    Often this same employer or 3rd party will be paying for many of my different clients and they will often pay me in one payment.

    Think of something like an insurance company paying for repairs on many different vehicles, or NDIS payments for the provision of health services to many different customers.

    I quite urgently need a way to keep each customer separate so that I can easily retrieve sales history and data based on individual customer, and…

    2 votes

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  14. Products & Servicesw - Add Avergae Cost Column

    Suggestion - Add the option to show and hide the average cost of a product.

    2 votes

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  15. Can we drill down into the history lines by date to see the actual changes/edits or whatever was done for individual invoices? This would enable a clearer picture for future scrutiny.
    My client couldn't work out what had been done and neither could I . All the history said was 'edited' by an employee.

    4 votes

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  16. Repeating Monthly Invoices:

    Can we have a feature where monthly invoices have the ability to automatically calculate the days in that month based on the date in the "next invoice date". Therefore it doesn't need to be manually changed. Eg Monthly repeating invoice. next Invoice date - 1 November 2024. Qty - 30

    3 votes

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  17. Make it possible for imported invoices to be marked as sent when importing them.
    Perhaps an additional column in the template Mark as sent status "Y for sent N for not sent"
    If this is not possible the ability to bulk "mark as sent"
    this would eliminate the issue of individually opening each invoice to manually "mark as sent" to activate the auto invoice reminders

    2 votes

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  18. I'm currently re-sending an invoice (manually sending a reminder) and I'd like to attach the email delivery receipt (which I have because I originally sent the invoice to me and then forwarded to the client from Outlook but that's a different set of bugfix/feature requests) as a file to the reminder. The only way to do this at the moment is to back out of the invoice sending screen, attach it to the original invoice and then send the invoice with the attachments both old and new.

    I'd like to be able to attach things to the invoice email when…

    2 votes

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    Aaah I see, thanks for the extra detail, Freya. Appreciate where you're coming from. With a few other items of focus for the team in this space atm, I do want to be open that there aren't any plans atm, but we'll track the interest here, I'll make sure this extra detail gets back to the team, and can share if there is any change to update you on, here.

  19. You've finally forced us into the new invoicing. Lots of promises were made to fix what was broken with it. Unfortunately these promises are just as broken as the new invoicing. Here's what needs fixed:

    1. When a new invoice comes up automatically set the focus to the name field so it's ready to receive data. Have to click on it.

    2. Fix the date field. If I use the down arrow key it opens up the date widget But then using the left and right arrow keys should move the date off of the current date to either tomorrow or yesterday.…

    1 vote

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    Thanks for your feedback, Randall. I want to assure you we're still working on features and improvements within new invoicing.

    In order for others in community to know what they're voting for and help our product teams get understanding of the specific changes our customers would like to see it's best that these are tracked separately on product ideas site. There are existing ideas for some of the points you've raised here.

    Relating to your point on the date field - I'd recommend connecting with our specialists to confirm the behaviour that you're getting and the specific date field this is related to. Once you press enter or space after opening the calendar widget you should be able to use your keyboard arrow keys to navigate the calendar.

    I'll update the title of your idea…

  20. Item code duplication notification prior to adding all the purchase and sales details or if it is duplicated make it editable while entering invoices without having to go out and into the inventory tab.

    1 vote

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