1618 results found
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Inventory - Landed Cost allocation
Add the ability to allocate VAT, duty, and freight to items/inventory for landed entry allocation. This is available in competitor solutions.
44 votes -
New Invoicing - Add Expected Invoice Payment Date within Invoice
Can no longer add an expected payment date when viewing an invoice, you now have to go to the 'awaiting payment' section of invoices. Meaning more steps involved and lost functionality.
23 votes -
Files - Add New Sales Invoice
This Function is Broken with New Invoicing - It does NOT create a new invoice with the file attached.
38 votes -
New Invoicing - Option to edit 'Attention' field in customer address
In new invoicing, please revert the ability to edit the postal address 'attention' box, back to the same as classic invoicing. Property managers want the owner's name included in the invoice address, so for each invoice I produce, I need to change the person's name in the 'attention' box. Previously this could be done by clicking on 'edit address' within the invoice, but in new invoicing, I need to edit the address by going into 'contacts', 'edit ', 'addresses', 'edit address', 'update address', 'save'. Once this is done, the ability to email the new invoice disappears, and I have to…
85 votesHi everyone, we value your input on the new invoicing experience and hearing the specific features that are of importance to you.
We have some updates planned for the contact card where you can enter details of your contact within new invoicing, and as part of this we'll be providing the ability to edit the Attention to field.
We'll keep you up to date with progress of this through the idea here.
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New Invoicing - Alert if the contact has available credit
In the "classic invoicing" interface an alert is displayed at the bottom of approved invoices when the contact being invoiced has existing credit that can potentially be applied to the new invoice. This is a very important feature and strangely it's missing from the new invoicing interface. With the "classic invoicing" now being officially retired this basic feature must definitely carry over to the new invoicing interface.
Without this alert, every time we create an invoice we would need to manually check if the contact has previous credit with us, which makes the process unnecessarily inefficient and unpleasant.
101 votes -
Bills - Highlight bills due to be paid by Direct Debit
It would be great to have a Direct Debit flag on the Bills area. Especially on the ones waiting payment.
That would allow us to know if a bill that is waiting payment is Direct Debit and we don't need to act, just wait to reconcile.
I created a (terrible) mockup and attached it.37 votes -
New Invoicing - Separate Email button, instead of a 2-click selection
The email invoice button on the new invoice template has moved from a main button to now being in a sub menu in the three dots, adding a click to the work flow.
But Print PDF is still a button on the main invoice template.
In an era where email is preferred over a printed PDF in the post, it would be nice to retain both EMAIL and PRINT as main buttons on the new invoice system. Seems extra work when you are sending a whole load every day for bigger companies.89 votes -
New Invoicing - Date picker without using "Pick another date"
Can the New Invoicing Template have a the original way to change the date instead of opening the date dropdown to then have to open the "Pick another Date" option if it's not today or yesterday.. If it was today it would already have that day selected, so why is it an option? just added extra steps to select the correct date..
97 votesHi team, I know it's been a while since my last update and we'd like to confirm that our team are working to address your concerns, here. We'll be providing quicker access to the calendar picker for both the invoice due and issue dates. Work's underway atm and we plan to have this released to you all before classic invoicing retirement. I'll swing back again as soon as it's ready 🙂
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New invoicing - Emailing Invoice where invoice date in locked period
Do NOT display an error message and update the history and notes.
Sending Receipt to Client39 votesAppreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?
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New invoicing | Send - Remove invoice amount from email
Please remove the invoice amount from the "New Invoicing"
This should be optional for set templates like the classic invoicing where you could turn it off and on. It doesn't look great and prefer the older layout of the emails where you could control the layout more.
16 votes -
Bank Reconcile- Allow editing of one line item of a batch deposit
Currently there is the inability to edit one payment in a batch deposit that was created from the Reconcile screen without dismantling the entire batch (with Unreconcile, and then Remove and Redo). If the batch Deposit is created from the Invoice screen and one line item needs adjusting, we have and option to Edit Batch. This allows for removing one line item of the batch but preserves the remainder of the batch (less the removed line item). Please add the Edit Batch function to batch deposits created in the Reconcile screen too! It is a big pain point when you…
25 votes -
New invoicing | Copy to same contact - auto apply defaults
Thanks for allowing the contact to remain when copying an invoice over - but please can you allow the defaults for the contact e.g. Tax rate to pull through as well?
I have found when changing the account, or just adding a new item, that it is not bringing this in (as the little warning states when you are copying) but this is a real pain as you have to keep checking the Tax rate and amending when it isn't correct for that contact.
Please can this be fixed as it was not an issue in the previous version of…17 votesThanks for your feedback here, everyone. We appreciate our customers use Xero in different ways.
In new invoicing when you copy an existing invoice to a new draft invoice while you can copy to the existing contact the reason that defaults aren't automatically applied in the new invoice is because the line item fields of the new invoice are taken from the invoice you are copying from.
We'll continue to track the interest in this here, but want to be open that we don't have any immediate plans for changign this behaviour.
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Bills - Flag a Bill as 'in dispute / query'
Ability to flag individual bills as in dispute
Purpose | To enable review and ensure the business does not make payment for a bill when it's currently 'under query'
1,077 votesWe appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
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CIS - Apply CIS to spend money transaction
When preparing monthly CIS returns on xero you need to create a bill for the subcontractor and reconcile/mark the bill as paid. When you have clients that have on average 80 to 120 subcontractors the bill creation even with a bill template can be time consuming.
Something to consider is whether creating a bill could be removed from this process and the CIS return be prepared simply from a spend money to a CIS enable contact.
Also something else that can be time consuming when dealing with this volume of subcontractors is downloading the monthly CIS payment certificates as clients…18 votes -
New invoicing - Ability to enter +0 for due date
New Invoicing - Due Date: entering +0 currently records the due date as 7 days from invoice date. This feature is useful when due date is same as invoice date. All other numbers work (eg +5, +6, +7 etc) but +0 does not. Please fix this.
23 votesQuick return from me here, Lita. I can confirm our team are working on enabling more keyboard shortcuts for the date field in new invoicing which includes the ability to enter +0 in the Due date to copy the Issue date of the invoice.
We'll move this over to working on it and I'll confirm once it's live so you can use it 😊
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New Invoicing | Send - Copy & paste multiple emails into the To field
When sending a new invoice to a client with multiple contacts, I find the most recent invoice relevant to the current project and copy the email details from the History and Notes entry for the action Invoice Sent.
If there is more than one email address, the old invoicing used to recognise that a comma separated the email addresses. I could paste that into the 'To' box without issue.
BUT IN THE NEW INVOICING, I get an error message when pasting multiple emails into the 'To' box: "One or more email addresses are invalid."
This means that I have to…9 votes -
New invoicing - Classic Invoicing to remain default invoicing
I do not like new invoicing, so I want to KEEP to original invoicing for as long as I possibly can Until End of Feb, without having to manually scroll down to the bottom of the page everytime I log in and manually select original invoicing every time.
9 votes -
New Invoicing - Allow blank lines to make groups of invoice lines
It would be great to be able to group certain lines of an invoice together (for example by adding some spacing between groups), to make long invoices more readable and logically coherent.
It used to be possible to add spacing on the Classic invoicing page by pressing Enter a few times on the description field, but this no longer works on the New invoicing.
54 votesHi team, thank you for all your feedback. We're in the process of developing the edit view of the line item grid within new invoicing and will be incorporating the ability to manually add a row and the ability to move blank rows within the invoice. Once released blank lines will be able to be saved within the invoice so you can separate lines or groups of lines as you need. I'll keep you updated on when this goes live.
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Invoicing / Bills - Freeze top row and first column
Ability to see Header rows and side columns on all screens when scrolling
As per Microsoft Office where the top and side ribbons remains static.
e.g. When you're in the Dashboard and scroll down it would be good if the top ribbon is static. It makes it easier to select another item (business; accounting; contact etc) without having to scroll up.The same with Bill Payments; Invoicing; reports etc where the top ribbon and column headers - see attached - would remain static as you scroll down the list.
The same as when you might have a lot of columns…
46 votes -
E-invoice - New e-invoice notification
e-invoicing notification
It would be great if we could get some kind of notification when an e-invoice was received into draft. Without going into our process, not knowing when a e-invoice was received will cause delays in processing as well as paying it.
13 votes
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