1494 results found
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Customer Statements - Include prepayments
Customer Statements - Would be good if customer statements could include a prepayment balance somewhere on the statement. My client receives a lot of prepayments and would like customers to be able to see at a glance their remaining credit.
11 votes -
Invoices - Apply Autopay to multiple invoices at once
Allow autopay to be applied to a group of recurring invoices, rather than having to enable it on individual invoices. This would be useful for turning Autopay on for a number of invoices for the same customer or turning it on for a number of invoices for different customers.
2 votes -
New invoicing - Move approve to bottom of screen
Not a new idea but your support tells me to post it here.
Can we please have the green approve button at the bottom of an invoice back?
Green = go
At the bottom because that is where the eyes rest after checking
NOT combined with emailing or anything else as they are different processes done by different people.
So the new idea is basically to revert this back to how this worked in the old invoicing which had it right on all accounts (intuitive, neat, procedurally correct and efficient).1 vote -
Projects - Increase maximum amount of digits allowed for Estimated Expense fields
Restricted to entering 9 digits before the decimal place in estimated expense unit price/total fields.
4 votes -
New Invoicing - When selecting Files, hide the ones that are already attached
Attaching a file from the Xero Library to the new Sales Invoice template. Files saved to a folder within the Xero library now show ALL files rather than just the ones unattached, so you have to sort through all of them until you find the file you need (the attached ones were not shown in old invoicing). This is taking longer to process.
I do sort the files in submission date order, but when you have up to 50 per month submitted it takes a while to scroll through the already attached pdfs.1 vote -
New Invoicing - Retain Invoice Number when leaving the entry screen
This is an extremely basic feature that must be fixed (in my opinion, a bug). If I create a NEW invoice, but then do not approve it or save it as a draft, and simply close the browser or the session times out) the invoice number that had been temporarily allocated to this invoice is now lost. The next time I open Xero and input a new invoice, it skips that number and uses the next number. This is ridiculous behaviour as consecutive invoice numbers are critical to many companies.
To fix this, whenever a new invoice is started, the…
9 votes -
Navigation - Remove extra step when changing organisation
For those of us that have multiple entities in Xero - Somewhere along the way an extra step (click) has been added when changing from one entity to another, you can no longer just choose your required entity from the drop-down menu (in the top left-hand corner), but now have to click on the drop-down menu and then click 'Change organisation' to show and select your entity.
Are we able to remove this unneccessary extra step (click) and have it back how it was originally?
3 votes -
Increase bank account, Invoice and Bill transaction limits
A big request to please increase bank account, Invoice and Bill transaction limits per month (i.e. from 2/4k to 10k+ at least).
1 vote -
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…
1 voteThanks for sharing, Trudi. We don't have any immediate plans for this but we'll begin to get a sense of interest for those that'd like to go straight to the All tab after approving an invoice, here.
In the meantime, although not a complete solution clicking the Business menu in the top navigation and Invoices may save you a click each time rather than having to click back twice through breadcrumbs.
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Batch payment - Attach files
To attach proof/evidence of multi receipts/payments when that batch is a mix of invoice and also pre/overpayment, credit. We can attach to a single type of action, but not mixed. Keeps things tidy and also much quicker to see what exactly was in a batch, than to go back to a physical document holder
1 vote -
New Invoicing - Option to apply credit when using 'Approve and add another'
The new invoicing alerts you to a credit on a customer's account if you APPROVE an invoice but if you APPROVE AND ADD ANOTHER invoice it simply moves right on and does not mention the credit. Please could the apply credit option be available regardless of the way you finalise your invoice.
7 votes -
Invoicing - Undo/revert to previous version of an invoice
Create an undo or revert option for edits made to invoices. We can already see the history of changes made to an invoice, so why can't there be a option to undo or revert to a previous revision of the invoice?
10 votes -
Billable Expense - Reorder Columns & Horizontal Scroll from any Part of Window
In the new invoicing version, when selecting the billable expenses, I can't see the date and the supplier in one view. In order to see the date, I need to scroll to the bottom of the pop-up screen, then scroll across to the right, then try to scroll up to find the line item. I then can't see the supplier to know if that is the correct line to add. Sometimes there are 30+ billable expenses for the one client and I can't see the dates to know if I'm selecting the correct ones.
Have the date as the first…
2 votes -
E-Invoicing - Dual language support (English and Arabic) for ZATCA (Zakat, Tax, and Customs Authority) compliance in KSA
To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.
- Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.
A. Using a Third-Party Integration App
Search for ZATCA-Compliance Apps:Go to Xero Marketplace and…
1 voteHi Saqib, while we’re unable to offer eInvoicing in your region at this time, you could look into third-party apps available in the Xero App Store that support eInvoicing.
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New Invoicing - Saving Drafts
We used saved invoice drafts with set templates for customers and we have noticed that when "saving & close" that any accounts that have a $0 value are now not saving and reverting to random accounts. Current advice from support is that we put $1 values into account lines so that they stay the same account, just so the account codes do not disappear, but this can cause risk of invoices with wrong values. We want to save draft invoices with $0 values as before "Approving" the invoice, we might change details or add in new values to accounts that…
2 votes -
New invoicing | Overpayments - Account drop down (not up)
Thanks for fixing Over payments in the new system - works great! - 1 adjustment - the account menu pops - UP not Down, and bank accounts are off the top of the screen need a lot of scolling, can you change to normal pop-down please? (like the Date Paid menu)
2 votesThanks for the feedback, Stuart! Great to hear you're already using it. I've passed this back on to the team and will keep you updated if there's any planned change 🙂
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Billable Expenses - Retain tax treatment from original Bill on Invoice
When adding bills with mixed GST/GST-free items to an invoice as a single line, please preserve the tax attributions (proportions) of the items in the billable expense.
Example: If I want to invoice a billable expense to a client from a purchase made at Coles Supermarket, the expense will contain some items that attract GST and others that do not.
These are correctly recorded in the bill (spend money transaction), but when this bill is added to an invoice as a single line, the GST/GST-free portions of the bill are lost. (And tax is applied to the total…
1 vote -
New invoicing - Option to Approve and Copy Invoice
It would be amazing to have an option on the approve drop down to be approve and copy!
2 votes -
Bills - Link to view historic bills from the same contact from the bill entry screen.
When entering a bill make an easy link to view historic bills which have been paid
1 vote -
NZ Tax - Ability to calculate income tax for part year returns
Hi team
We need Xero to be able to calculate tax correctly on part year returns for clients in Xero tax. Even though the date fields are available in your returns to show a part year, the tax is still calculated for a full year so the assessment from IRD differs from the return prepared in XPM.
Currently the only option is to file via myIR which is really not good enough.
13 votes
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