1425 results found
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New invoicing - Ability to set a default BCC email
Is there a way to edit the email template when invoicing to add a standard email address in the BCC field? by doing this Trustpilot gets the email details to send out reviews?? i cant find an option for this feature
obviously you would put your unique Trustpilot email address into the the BCC template field
2 votesHi Andrew, there's no way to set a default BCC email when sending from Xero atm. It may be something we look at in the future. For now, we'll begin to get a sense of the interest for this here. Thanks
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New invoicing - Attach more files to invoice when sending/resending
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 votesAaah 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.
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New Invoicing - Show quantity in Item drop down
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:
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.
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 voteThanks 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…
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Inventory - Warning of item code duplicate
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 voteThanks for your feedback, Sue. Not something we have immediate changes for but we'll begin to get a sense of the interest from your idea here.
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Projects - Lock staff pay rates
The ability to 'lock in' previous periods pay rates in Projects. Currently, when uploading any pay rate changes per member of staff, this cascades back to all hours worked on projects which skews figures.
30 votes -
Xero Projects - Edit Default Work Week
Ability to change the default work week for entering and viewing time entries in Projects.
Purpose: Allows us to easily view employees time in the work week that we use for an outside Payroll.
2 votes -
Inventory - Allow changing of an item's Inventory Asset Account
For tracked inventory items, there's no way to change the inventory asset account which can be inconvenient. As the inventory grows, they are put under new different classifications so I want to add a new inventory asset account for each. However, I cannot change it in the item's inventory asset account when it is already tracked. It would be very helpful if this will be allowed. Or at least a way to delete a tracked item if there's no transactions/bills, but only adjustments.
2 votes -
Practice Manager | Costs - Drop down for standard costs
When entering a cost create a dropdown selection menu of standard costs that are setup in settings. Current system requires a prompt to type in the correct cost to appear and fill out preset cost and charge figures.
Also include a drop down to select staff member entering the cost. This would be a time saver for mileage and expense claims so you could filter a disbursement report quickly and submit to save double working.
1 voteAppreciate your feedback on how this would help when entering costs, Stewart. We don't have plans for this right now, but we'll start to get an idea of the interest here.
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US Integrate Invoicing with Invoice Processing Platform ipp.gov
Integrate invoicing with the US Govvernment Invoice Processing Platform, which covers nearly all invoicing of US Government Contracts, other than DoD and Intelligence Community. Right now, there’s only a manual entry process from a Xero generated invoice. https://www.ipp.gov/
1 voteAppreciate wanting a streamlined process for this. We'll track the interest in this through the idea here, and share if there are any plans made.
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New invoicing | Online invoice - View supplier ABN
Why does the Supplier ABN not appear on the online invoice view? We now have to download the invoice as a PDF to see the ABN. This was not an issue with the Classic view.
2 votes -
Bill import - Allow default Supplier settings to apply to CSV imported bills
Example we explain here is a 4 line Purchase Order in CSV format which, using the Bills To Pay Template, we are importing in my test Xero platform.
Each line in the PO use a different Account Code from our Chart of Accounts.In brief, if we leave any of the Account Code fields empty the system does not seem to want to import the Supplier Contacts Purchasing Default Account settings.
I have tried all versions of this import and the only one I can get to work is one where all the fields are completed.
This means we have…1 vote -
Purchase Order - Change Contact when copying to Invoice
Have also the change payee option, From copying the Purchase order to Invoice, so the customer from PO will remain in supplier contact lists only.
2 votesHi Janilyn, appreciate it's not an option when going through the copy to process. However, once the invoice is created you can click the 'x' next to the contacts name to remove and type the correct customers name.
If the previous contact has only had purchase transactions entered for them, once you've remove them from the invoice they should not be shown in the customers list in your organisation.
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New Invoicing | Attachments - Record Actions in History and Notes
All Actions relating to attached files should be recorded in History and notes, eg Attachment added from Files:Inbox, Attachment Downloaded, Attachment Deleted, Attachment returned to Files:Inbox
11 votes -
Trial Balance - Monthly movement report
Would be great to be able to run a report showing the monthly net movement on the trial balance for a year (ie. 12 columns)
7 votesAaah yes I get what you mean, thanks for coming back to clarify for me, Kevin. We'll leave the idea here to gather interest.
While this isn't something we have plans for atm, I'll update if there is any change around this to share.
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History & Notes - Enhance visibility of notes
Suggestion for Enhancing Note Visibility in Xero
When writing notes for any invoice, bill, or manual journal in Xero, the notes are typically placed in the History column. However, this makes them less visible to someone new who might review these documents. If these notes could be added as sticky notes at the top corners of the page, they would be more prominent and could help avoid potential mistakes caused by missing information. Additionally, creating an alert for anyone new accessing these documents would ensure they are aware of important notes. Highlighting these notes could further enhance visibility and capture…
5 votes -
New invoicing - Use persons name from Contact record (rather than contact name)
We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even…9 votes -
Billable Expenses - Add Project Billable Expenses to Draft Invoices
Please implement a feature allowing users to add billable expenses assigned to Projects directly to an existing draft invoice.
Currently, users can only add billable expenses directly to a draft invoice if the expense is assigned to a Customer. When expenses are assigned to a Project, they can only be invoiced through Projects. This causes issues when an expense assigned to a Project is has been missed, and needs to be added to the draft invoice. The current workaround requires deleting the draft invoice and starting the invoicing process again, which is time-consuming and inefficient.
15 votes -
Bills - Add an Autosave function
It would be really useful if Bills autosaved to Drafts - as happens when you enter an Invoice. Because Invoices are autosaved, you are in that mindset and can often forget that you have to click Save or Approve for a Bill to be logged.
7 votes -
Stripe - Revert back to one Stripe Bank Account in Xero rather than requiring two accounts
Last week, against my wishes (and against Xero Support's own knowledge), Xero System Generated a second Stripe bank account in Xero.
I already had a Stripe bank account in Xero that was working fine, it had a bank feed for payments processed via Stripe from other software, and it would have the bank feed and create the payment and fee Xero transactions for payments processed via Stripe on Xero invoices.
I don't want two separate Stripe bank accounts in Xero for my one Stripe AUD account.
Why does Xero do unhelpful things like this?
13 votes -
Xero Projects - Show Supplier Name for un allocated expenses
Currently Unallocated Expenses in Xero projects just show the item line description Which can make assigning to an estimated expense difficult especially when you have "Delivery Charges" I propose a change so that once an expense is allocated to a project and falls into the unassigned it shows the name of the supplier
9 votes
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