1632 results found
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Xero Projects - Auto attach files from Expenses to Project
Automatically add expense receipts associated with an Expense Claim to a Project that converts to an Invoice within a Project. Currently, the Expense Claim description is the only info added automatically to a Project when the claim is associated with the Project. Ideally, we need the receipts associated with those Expense Claims also added automatically from the library to the Project without having to search in a long list of library receipts for a match when creating a customer Invoice for expense reimbursement. When we have 100+ receipts at any given time in the library, then we have to search…
9 votes -
New Invoicing - Move the "add last items" option
Move the "add last items" in the invoicing screen. Half the time the Billable items button comes up first in its place, but then moves to a lower point on the screen. The problem is if you click on it before it moves to the lower point on screen or just as it does, you end up with the last invoiced items on the invoice that you don't want.
3 votes -
Invoicing - Adding Direct Debit tab to columns in Awaiting Payment
It would be really useful to be able to have a column in the 'awaiting payment' section where you can mark the group (i.e. Direct Debit) so when you're setting up Telleroo payments / batch payments, you can easily see which one's are Direct Debit suppliers without either running a payables report or clicking into the supplier to see which group they belong to
19 votes -
New invoicing - Simplify process for allocating Credit
When the Allocate Amount pops up to allow for Pre-Payments to be allocated to an Invoice, I find I am going between Mouse, Tab, Numeric repeatedly. We have a large number of Clients who pay weekly and build up a number of Pre-Payments. It would be a lot easier to just use the mouse. Allow for a Double Click in the box containing what is available, or Double Click in the amount allocated, or something - but there has to be a simpler method.
3 votes -
New invoicing - Ability to type in the tracking category field
I would like to see the ability to type the tracking category into the field in the new invoicing, be available again rather than a drop down menu that its not user friendly or time saving. The drop down often jumps to the incorrect tracking category, even after the correct one is selected.
2 votes -
New invoicing - Inbuilt calculator when posting payment
New invoicing is missing the mark by getting rid of Classic Features. I can no longer do math when making a payment. I will often post a partial payment ie: 50% payment, I can add /2 or *.5 after the prefilled amount. I can no longer do this in New Invoicing. Why get rid of features? So frustrating now that Classic Invoicing is gone in less than 50 days. It was much more efficient to have add payment at the bottom of the invoice opposed to jumping to the top of the screen to add a payment, and now the…
3 votes -
New Invoicing - Make it work with Projects
The new invoicing doesn't work properly with Projects! A disaster for me this morning - trebled the time it takes to do my weekly Projects invoices. When it falls over because it can't find the GL Code to use, and doesn't even have subtotal and total fields....did someone forget about that when they were adding all the new empty space on the screen and screwing the work flow up?
6 votesHi Karen, this does sound like odd behaviour and would be good to get a closer look into. I see you've also come into our Xero Support team and they've suggested booking a time to connect and share screen so they can see the behaviour occurring for you. If you can respond to them through your My Cases they can investigate this with you 1-on-1. Thanks
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Sales Invoice - Import with attachments
Import the sales invoices to Xero with the PDFs being attached to the invoice automatically. I understand we can import sales invoices through CSV files but to provide relative documents to customers, we need to attach pdf manually. Would be great if this could be possible. This action can save time and possible error of attaching a wrong pdf.
16 votesAppreciate the interest in the idea here. Being open with a lot of work focused on iterating and adding features to new invoicing atm we don't have plans for this in the short-term. We'll continue to track the interest of the idea and if there is any change to share we'll update you here.
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New Invoicing | History - record when invoice has been copied
History needs to show when an invoice has been copied and which invoice it has been copied from and to.
9 votes -
Bills - 'Send remittance advice' option after recording a bill payment
In the olden days when you paid an individual bill the system would take you back the awaiting payments screen with two options - view bill or send remittance. Can we please have this back. More recently when paying a single bill you would have around 5 seconds to click on send remittance - that is now gone. Annoyingly you have to change a number of screens to locate the paid bill and then click on the payment and remit from there. Very inefficient. Please revert to the old options.
2 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.
3 votes -
Invoicing - Show Delivery Address on invoices by default
Enable the option for invoices to by default display both billing and delivery addresses.
27 votesHi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
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Stripe - Import Invoices to Xero created in Stripe
Invoices which have been created directly in Stripe are integrated with Xero so that the invoices import into Xero and then when payments are received, if payment is received via Stripe, this marks the invoice as paid to the bank account in Xero (which will then allow for reconciliation with the payment from Stripe) or if paid by a bank deposit these can be reconciled in Xero and will mark as paid in Stripe also.
7 votes -
Purchase Orders - Option to part-receive
Receiving part orders. No "back order" capability. So what is the point of using purchase orders when you can't change to a "Bill" if only part of the order has been sent/received?
81 votesHi team, thank you for the input from you all that helped with our team's research.
Over the coming months we'll be delivering a new purchase orders experience, that'll provide the ground work for new features like the ability to create part bills from a Purchase order.
We understand the appetite from our community in this and will be sure to keep you looped in on progress. 🙂
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Bill payments (US) - ETA tracker
It would be nice to click into the bills that were paid via the new Xero Bill.com embed and see the ETA. This hits on the emails but if there's an update or delay, there's no way to see the updated ETA. Also, it would just be very convenient. Thanks.
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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Inventory - Add an expiry date
Add a best before/expiry date to the product information to give a more comprehensive overview of stock.
2 votes -
Billable expenses - Add items to Invoice in the same order as the source Bill
I have a client that sometimes has 20+ inventory items on a bill, with similar description, but sizes different. They enter bill in a logical sequential order, but when you add them to the invoice, all to same invoice, its not split between different customers, the items are in a different order with no order, not even items code. IT frustrating client in the process to reorder the items it taking much longer
2 votes -
Bills - Add overpayment/older bills tab
Under the Bills and Invoices sections, could separate categories be introduced for overpayments and older bills from prior quarters? This would help declutter the Awaiting Payment section, especially for businesses with long credit terms, where bills may remain unpaid for several months.
3 votes -
New invoicing - Option to turn off 'mark as sent' pop-up
Stop "Mark as sent" pop-up for every invoice. When making multiple new invoices, this pop-up occurs for each invoice made, no matter if reminders are turned off. This is new, started April 2024, and XERO support states there is no way to turn this off.
12 votes -
Bank Feeds - Include Job Number/Tracking Category Data in PayPal Bank Feed
Hi Xero, please could you consider adding the option of including job numbers in the PayPal bank feed uploads. I am aware the data in the statement lines imported into Xero on the feed, is provided directly by Paypal themselves. But it would be very useful when looking at costs per job as we use PayPal to pay many providers globally in a day and PayPal is the best option for them an us, the job number would link the invoices to a job.
1 voteWe appreciate you sharing your idea and highlighting the changes you need!
We've given it a review, and now it's over to the community for support. It's time to rally the votes! Please share this with any colleagues who would also benefit. They can vote for your idea and add comments to share details on how it would improve their Xero experience.
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