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225 results found

  1. Bills - Bulk create Purchases invoices

    Ability to create purchase invoices in bulk.

    Purpose: To save time rather than having to manually create purchase invoices one by one.

    7 votes
    0 comments  ·  Business features  ·  Admin →
    delivered  ·  AdminHannah G (Admin, Xero) responded

    It sounds like you're looking to create supplier bills in bulk. If so, you can do this by importing them using a CSV template, which you can download from the 'Purchases overview' screen in Xero.

    There's more info on how to do this here: Import bills and credit notes.

  2. History & Notes - Auto-Save functionality throughout Xero when creating Invoice

    Ability to save the work by default when users’ creating a new invoice.

    Purpose: Users’ will not have to re-create a new invoice when they suddenly logged out from Xero.

    20 votes
    9 comments  ·  Business features  ·  Admin →
    delivered  ·  AdminEthan M (Admin, Xero) responded

    Hey community, thanks for sharing this idea!

    When you're next entering an invoice, you might like to use New Invoicing, where the entries you make are automatically saved.

    You can do this by clicking the 'Switch to new invoicing' option at the bottom of the page.

    There's more info on this over on Xero Central: Invoicing in Xero

  3. Sales Invoices: Add 'Approve and email' to the approve button options at the bottom of invoices

    When you hit the approve button for an invoice, there are a number of options, such as approve and add another, or approve and print. I would like to see "approve and email"
    Another key point is once an invoice has been emailed, it isn't possible to go straight to adding another invoice, currently it is required to click on sales, then click on 'new invoice'. I think having a direct link to 'add another invoice' would be logical and more efficient.

    6 votes
    0 comments  ·  Business features  ·  Admin →

  4. Batch Payments - Separate field when entering AU bank account details

    To have a separate field when entering AU bank account details (e.g. BSB, account number and account name field).

    Purpose: To make it less confusing when users enter their AU account details.

    7 votes
    0 comments  ·  Business features  ·  Admin →
    delivered  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, with the recent updates you'll have noticed when adding or editing a contact - the team did manage to develop separate fields for Bank account name, BSB and Bank account number. 😁 

  5. Invoices - Preview / Test Button for DOCX invoices

    Adding a preview button when creating an invoice with DocX.

    Purpose: To save time rather than to send a dummy transaction.

    8 votes
    1 comment  ·  Business features  ·  Admin →
    delivered  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, this is now possible in new invoicing. 🙂

    You'll find when you 'Preview' an invoice in new invoicing if you have applied an advanced branding theme template to the invoice your customised template will be visible.

    Alternatively, you can also Print PDF or use the 'Get link' to view the invoice, too. 

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