1488 results found
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New Invoicing | Contact details - ABN
New Invoicing - Show ABN details with Client details in the "To" section of the invoice. All other information is there for reference, excluding the ABN.
To view the ABN details, you need to leave the invoice screen and go to Contacts.6 votes -
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…
8 votes -
Expenses | Navigation - Hold filters when processing expense claims
Currently, when filtering expenses by name, the settings reset to default each time an expense is opened and closed.
Please update it so that the filter settings remain active, eliminating the need to reapply them for each expense viewed.
Also, please add a date filter setting
3 votes -
Bills - View file attachments on a separate browser tab
I work with 2 screens - when entering a bill it would be really useful to be able to view the xero transaction on one screen and view the attachment on the second screen. Currently the bills sometimes have such small print you have to really zoom in and move around the screen to be able to read it. I am aware you can open it as a separate document, but this wastes as much time trying to zoom etc. Many people now work with 2 screens so I think this would be a really useful function.
2 votes -
Products and Services - Add "In committed quotes" and "Quantity on order" to the columns in the main page & reports
This will allow a more accurate look on the stocks pre-ordered as well as incoming stocks. Instead of having to click each item to see it.
Even in the reports, it's great to see it so we can just generate a quick report about it.
3 votesHi team, we appreciate the value some businesses would find in being able to report on values of items that have been committed in quotes or quantities on order from purchase orders. While this isn't something we have plans around right now, we'll continue to track the interest for this from your idea here and share if there are any plans made.
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Stripe - Sync products from xero to stripe
I would like to use Mailerlite with stripe and xero to sell my products. When I log into stripe my products catalogue is empty. I need my products in stripe to be able to use the Mailerlite landing page to sell my products
1 vote -
Invoicing - Import with Sent status
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 reminders3 votes -
New Invoicing - Selecting Print to trigger autosave
Packing Slips need to print what is on screen. Xero how about you create a rule to check what is in the Packing Slip fields and make sure what is going to print also matches. Don't expect the users to have to check what they are printing actually comes out of the printer correctly.
This is the response I got from my Trouble Ticket on this issue today, which suggests the users "wait a few moments to allow the auto save to complete."
New invoicing is very frustrating, why should we have to wait for something that works perfectly well…2 votes -
New Invoicing - View Exchange Rate Used
It’s not possible to view the original invoice exchange rate in New Invoicing. New invoicing only shows the current exchange rate. I have to revert to classic invoicing to see what rate was used when posting the invoice.
5 votes -
Expenses - Create from PDF files
Allow submission of PDF expenses. We frequently see invoices paid on expenses in small businesses that come in by email as PDFs but need to be printed and photographed to upload the expense.
1 vote -
Projects - Monthly invoicing against time spent on fixed price tasks
We use the project and task options for all our projects.
Each of our tasks within individual project folders have fixed prices. These fixed prices are often of a substantial amount, with projects scheduled to run up to and at times over a year.
We invoice each task/project for time spent each month till the project is completed.
I would like to have the option to invoice against time spent at the end of each month on each fixed price tasks within each project.
This is currently proving to be a nightmare with options for invoicing time spent only being…1 vote -
Access levels
Would like to be able to add users with only access to invoicing, without them seeing any other part of Xero. This would be a huge benefit so I can have team members invoice customers without seeing company financials.
3 votesIs there something about the Invoice Only + Sales user role that doesn't fit what you're after in this, David?
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Quote - Formatting options in summary section
Quote- Multiple formatting options in the "Summary" section.
In the service delivery business the quotation is also your proposal. Having the ability to use bulleting or numbering as well as bold text or underlining would greatly improve the look and feel of your proposal when the "Summary" section is used to describe and summarize the work or project you are quoting on.
1 vote -
New invoicing - Option to turn off 'mark as sent' pop-up
Stop "Mark as sent" pop-up for every invoice. When making multiple new invoices, this pop-up occurs for each invoice made, no matter if reminders are turned off. This is new, started April 2024, and XERO support states there is no way to turn this off.
12 votes -
Remittance Advice - Auto-untick suppliers with no email address
When sending remittances from batch payments, all suppliers are automatically ticked whether they have an email address or not, but you cannot send any remittances to any suppliers if even one of the ticked ones is missing an email. This is a laborious process to go and untick the suppliers with no email addresses in order to send the rest.
It would be great if suppliers with no email address listed are either:
1) already unticked, so you have to tick it to add an email and send the remittance to that supplier, but the suppliers with emails will work…1 vote -
Bills - Show previous bill when entering new bill
Show that vendor's previous bills on the screen when entering a new bill. This helps to see prior amounts and dates to make sure month-to-month expenses are in line.
2 votes -
Projects - Include supplier name in Tasks & Expenses
When in Projects - Tasks & Expenses - it would be really handy if the supplier name was included.
When adding bills, I have to remember to add the supplier name in the bill description before adding the bill info.
Attachment 1 - shows bills in projects without manually typing in supplier name when adding bills
Attachment 2 - shows bills in projects with manually typed supplier name7 votes -
Customer statements - Print in Landscape
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 this7 votes -
Bills - Show Account Numbers on PDF bill
Printing Bills in Xero do not show GL Account numbers, This is frustrating when you have larger Bills you would like to use as a template for GL codes
1 vote -
Credit control- Add 'Days Overdue' to Contacts
Restore the ability to see the total number of days an invoice is overdue from the client contact page for credit control. It used to say 125 days overdue in red - that has gone so it is now not as easy to decide how firm to be when emailing a client to chase a late invoice. Those days overdue on an email heading get attention fast.
83 votes
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