1423 results found
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Brand Templates - Interactive
Ability to create invoice templates interactively via Xero rather than through a word (.Docx) file.
This would allow ease when creating invoice templates for myself as well as clients
2 votes -
Bills - AI reconciliation of supplier statements
AI automated Supplier Statement Reconciliation! To allow business to match the invoices in their bills to pay with the invoices shown on their suppliers statements to ensure none are missing and everyone is paid on time without delays. We are currently looking to outsource to external parties not related to xero to do this so it is possible to implement. But to have it centralised and available within xero would be great. By automating this process allows for focus towards other accounting and business aspects.
Perhaps displayed in a similar way to the bank feed reconciliation screen. If we can…
28 votes -
New invoicing - Freeze header row when editing
Copy to Draft
We use copy to a draft invoice every day for Sales Entries in a Hotel Business.
The base Sales Invoice has numerous lines for all the possibilities to process each day's
sales. EG: Sales - Bottleshop, Sales - Bar, Sales - Bistro etc. There are approximately 50 lines on each Sales Invoice. Amounts are updated in the row that is applicable. Some rows will be $0 on some days. The GL codes need to stay the same.New invoicing is bring in a "default GL account" when the previous Sales Invoice had a $0 in that line.…
1 voteThanks for your feedback and sharing this with us here, Stuart.
Appreciate the detail and screenshot you've shared. You're first note around the account code filling may be related to the auto suggestion feature and I've added your vote onto this idea so if there's any change there, you'll be updated.
We also have a separate idea around viewing the full account name that I've also added you on to, here.
In relation to freezing or having a floating header row - Can see where creating longer invoices this could be helpful too. I've updated the title of your idea here so we can begin tracking interest specifically in this and share if there are developments.
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Quotes - Make 'invalid account' warnings appear in a new window
When entering a quote, we have to enter an account code for every line of a quote. If we type one in incorrectly (for example entering code 2000 instead of 200), then Xero opens a link to add account codes. The problem is that this does this in the same window. You cannot go back to your 38 line quote that you spent nearly a half hour creating because Xero didn't open a new window, no they put the link to new account codes in the same window as the quote. If you hit the back button to get back…
2 votes -
Bills - Tax Amount value button for quick +/- adjustments
When entering a new bill, sometimes the VAT value is out by a few pence.
A spinner button added to the 'Tax Amount' column to quickly increase or decrease the value rather than having to delete and retype would be convenient.
See attached image of example.
3 votes -
Tracking - Ability to bulk Archive categories
We use tracking categories of building jobs. It would be great to archive the tracking category once the job it complete. Allowing a P&L by tracking category report to only show active jobs.
123 votes -
Online Invoice - Turn off CSV option
Be able to remove the csv file option when viewing invoices online. I have a template set up which gives a detailed description but only a total price as I do not want customers to see the individual prices. However if they view online and download the CSV they can see this detail. It only seems to happen when emailed to Gmail accounts as we don't include the invoice link in the email. I now have to put in 0's for each line item and manually enter the total amount.
4 votes -
Invoice Templates - Automatically update bank account details
Payment information on invoices updates automatically from information held in the payment services section of Xero. Except, using the .DOCX templates, they don't update automatically your business's bank account details.
Scenario - you accept invoice payments direct to your business bank account. Those details are included in the invoice template. You change your bank account details. You have to update each and every invoice template you have to show the new bank account details. However, if you change your Stripe payment information for example, that information is automatically updated in your templates. Why the different treatment?
The different treatment of…
1 vote -
New Invoicing - 'Upload Files' and 'Add from file library' options switched
New Invoicing has switched the position of Add from file library and Upload files. Whilst this may seem a small change, users are familiar with the order from left to right and I personally keep clicking the wrong one. Changing this order has no streamlining purpose so can it please be changed back?
5 votes -
Bills - Show tracking categories on PDF bill
Bills - Include functionality in Xero to print bills with tracking categories of bills in the print PDF function
1 vote -
New Invoicing - Show Reply To email address when sending
New Invoicing - Show selected From Email
The old invoicing would show which Email address would be used as the from email when emailing an invoice to a client. This is an important double check to be sure I'm using the correct email address for the particular client. Since this has been removed I now have to remember to check the Email settings in a different tab before sending every invoice, which is very time consuming and is the primary reason I switch back to Classic every time I try the frustrating "New Invoicing" system after suffering through its hard…
18 votes -
Xero Accounting app - Bill receipt analysis
I normally add a copy(email download or photo) of any bill when loading it to Xero. It is easy to do with emailed bills but lets say a coffee bill, can take a lot of time. (Taking a photo, email it, download it and add it)
It would have been nice taking a photo of the bill through the Xero app to load it as a bill, from your phone.
If a owner operator buy something it would make it easier just going into the app, go into bills, take photo and load it there and then... done. (I am…3 votes -
Inventory - Create groups/combinations of items
Combo packages as in the required ladies, lawn mower lady weed eater lady trimmer lady and the rakers
17 votes -
Statements screen - Add invoice number
When showing a list of statements to send (from Business - Invoices - Send Statements) from Send Statements, can the invoice number be shown on the screen so sorting can be done on invoice number. Also the date of the invoice would be handy as well to give an idea of when first looking at the front screen as to how old they are. It would make choosing and sending quicker and more efficient.
2 votes -
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.
6 votes -
New Invoicing - After adding payment, return to the same invoice, not the Sales Overview
Currently after adding a payment, the page goes to the Sales Overview - Invoices. It would be good if (possibly just as an option) it returned to the actual invoice I was adding a payment to.
13 votes -
New Invoicing - Highlight relevant items when receiving 'account must be valid' warning
I recently encountered errors like "account must be valid" when updating invoices. It is important to list and/or highlight the relevant rows or item nos in the error message.
1 vote -
Invoice - Show delivery address under business name
In the Standard Invoice template - the delivery address currently shows in the middle column, rather than under the name of the business. This is confusing if a business has multiple locations, with one centralised billing address. It means that the centralised billing office can't easily see which location the invoice is for/items were delivered to.
It would be better to show the delivery address under the name of the "To" so it's obvious which location the items were delivered to with the name and the corresponding details of address and contact person.5 votes -
Report - Add/remove highlighting from main drafts report page
We used to have the option to add/remove highlighting in a text box directly from the main page of draft reports, however this feature was removed and now we can only Bold/Italics/Underline/Bullet point, but no highlight.
It would be great if we could add this function back in, so we didn't have to go to 'Edit Layout' to change add/remove highlighting anymore.
2 votes -
New invoicing - Default quantity of 1 for invoice lines
In the New Invoicing Template you have to enter a Qty for every line as the default Qty is "0"... In the classic version and what we are all used to it's "1".. As a ball park guess I'd say the use of Zero qty on a line is a lot less common than any other number from 0-9 and I'd guess most lines are a qty of x1.. If I wanted to default my qty's to Zero, I can not see the point in making invoices :)))) Come on who made Zero a default qty for invoicing??
26 votes
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