1629 results found
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Statements - Merge bills and invoices on one statement
In instances where a contact is both a supplier and customer, can the system merge all transactions onto one statement for ease of reconciliations for the contact.
7 votes -
Bills - Automatically send a remittance after payment
Automatically send a remittance to the client that you have paid either before reconciliation, or after rather than a manual process
108 votes -
Mobile App - Select multiple images at once when adding to an invoice
can you make the selection of multiple files possible when adding images to invoices please. i have to navigate to my phones picture folder when i am invoicing out my expenses for the month. i have to attach copies of my receipts to the invoice and its painful only being able to add them one at a time.
7 votes -
CIS: Mark CIS returns as filed when submitted outside of Xero
It is not possible for CIS returns to be marked as filed when submitted outside of Xero, resulting in historic returns showing as overdue.
It would be helpful to mark CIS returns as filed when submitted outside of Xero, as is currently possible with VAT returns.6 votes -
Projects - Description field when adding an Expense
It would be useful if when manually adding an expense to a project, there could be a description box available as well as entering the expense name. We sometimes need to elaborate on those costs for the numerous people looking at that expense but there is no-where to put this information unless it's added to the expense name.
2 votesHi Nicola, really appreciate you taking the time to share this idea. Right now, the only place to add detail when recording an expense in a project is the Expense Name field, which is limited to 100 characters. You can consider this as a workaround to include a short description with the title— but we know that it’s not an ideal solution when you need to provide more context or add a professional level of detail.
This idea is now in the Gaining Support stage. If you’ve found creative ways to work around this or have thoughts on what a proper description field should include, we’d love to hear them. The more insight we get from real workflows, the more helpful it is in shaping future updates.
We look forward to seeing more discussions on this idea.
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Invoicing - Increase the Font Size
Rows on invoices - On the new invoicing manually adding rows is cumbersome for a mechanic business suggest making more than 1 row on the invoice. I rarely have an invoice which is less than 6 rows.
Font size- Font is very small and should be increased to at minimum 12pt.2 votesHi Lynda, appreciate your feedback here. As you may have seen from updates on this idea we have now added the ability to add multiple rows to an invoice at a time in sets of 5, 10 or 20 like you could in classic invoicing.
Earlier this year we also enhanced the invoice grid to optimise font size, padding and column widths. I want to be transparent that we don't have further plans for changing the font size in invoicing.
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Custom Reports - Include Balance sheet accounts to report movements
Hey - when making a custom report it would be really useful to be able to show the movement in balance sheet codes. For example, when preparing our month end summary we can't bring in the capitalised wages cost automatically because it brings in the cumulative balance, rather than the balance for the period. To be honest it's crazy to me that this doesn't exist, but would be great if it could!
2 votesThanks for submitting your idea on Xero Product Idea's, Ryan. We appreciate you taking your time to share changes that would be most meaningful to you.
Being open, we don't have any current plans for changing the Custom report behaviour but we'll continue to track the interest through your idea here and will update if there is any changes to share.
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Purchase Orders - Expand column width to show longer PO numbers
The PO number space under Purchase Order View is limited, we cannot view our full PO number, refer to picture
Please extend the column, else Xero should restrict the maximum allowance length for PO number format.
8 votes -
Repeating Invoice - automatically calculating days of the month in the qty field
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
5 votes -
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 reminders4 votes -
Overpayment - Ability to change to Credit Note
Convert Overpayment to Credit Note, or treat Overpayment the same as Credit note.
We have a lot of customers who double pay their invoices and several who would like to see what credit they have on their account as they will order again - so don't bother with a refund.
Creating overpayments seems like the most logical thing to do, but the functionality of overpayments is lacking in every way. There is no way to send a pdf version of an overpayment to a customer except for printing a statement. I've upvoted the suggestion to add printing functionality, but that…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Expenses - Restrict tracking category options
Currently, all our tracking categories are available to those entering expenses, however, the majority are not relevant to expenses (although they are required for invoicing so we cannot remove them from the list). We would like to be able to chose which items in the categories are available and which are not, just like we are able to with the GL accounts.
2 votesHey Vanessa
Thanks for submitting this idea on Xero Product Idea's.
As you're aware, currently there isn't a restriction on which tracking options you can select when you're entering transactions and expense claims.
We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Purchase Orders - Make all fields mandatory
Purchase Orders - It would be most helpful when generating a purchase order, that all fields are made compulsory so that people can't save the purchase order until all fields have been completed. Thanks
3 votesHi Tessa, it'll be good to get a sense if there are others in community that are looking for this too.
Right now, to avoid your purchase orders going out without all the necessary detail you may want to consider giving some users Invoice Only - Draft permission.
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Xero accounting app - Fully functional same as website.
It would be nice if the Xero app was fully functional like the website. I have clients that only use tablets and rarely use the website. Making the app identical to the website in feature would make it easier for them to do things
1 voteWe've reviewed your suggestion, and it's now open to the community for support. Please share it with any colleagues who would benefit so they can vote and add their comments. Their feedback will help show how this idea could improve their experience with Xero.
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Projects - Allow approval signature for Project time entries
It would be good to have customer or site supervisor sign off time entry's when created, and even a way to send copy of signed time entry to task
2 votesHey Jason, really appreciate you putting this idea forward. Getting a customer sign-off on project time entries just makes sense, it’s one of those things that can save a lot of hassle down the line.
Having a built-in digital sign-off could bring extra clarity and confidence for both you and your customers, creating a clear record of approval before invoicing. It’s a simple step that could save time and build trust in your projects.
At the moment, Xero Projects doesn’t offer a built-in way to collect customer signatures, but it’s clear this could be a helpful addition for many of you.
This idea is now in the Gaining Support stage. If this would make your day-to-day easier, feel free to vote or drop a comment. It helps our product team see what matters most to you.
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Invoice - Display entry count in 'History and notes' section title
Transaction "History and notes": show in the title how many notes exist. This will avoid having to click the drop down arrow head to check every time. e.g. "History and notes (3 entries)".
2 votesHi Peter, we get why being able to see the number of entries in the History and notes section at a glance would be helpful, especially when you're quickly checking for activity on an invoice.
It might seem like a small change, but we can see how it would save time and make things just that bit easier when you're managing lots of transactions.
This idea is now in the Gaining Support stage, which means we’re keeping an eye on how much interest it gets. Feel free to add your vote or share how this would help you, the more context we have, the better. We’ll keep this thread updated with any news.
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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.8 votes -
Purchase Orders - Mark items as received to update inventory without having to create an approved bill
We often receive all or partial items of a purchase order before the supplier bill. We want to be able to mark these items as received on the PO so that our inventory will update the quantity we have on hand.
3 votes -
Contacts - Option to add "New Project for This Contact"
Need the option on a contact page to open a new project for them. similar to the New invoice link
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Email template | Sales invoice - Ability to remove due date
My client does not want to show due date on the email template on a sales invoice that I send to them.
12 votes
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