65 results found
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New invoicing - Integrate with Chrome Exporting Tables extension
In original invoicing the Chrome CopyTables extension worked to copy the data from the invoice into Excel for creating pivot tables; that feature doesn't work in new invoicing. We work with multiple vendors on a single project and it's significantly easier to place those orders by copying the tables from Xero into Excel and creating a pivot table. If the base code can't be adjusted to work with extensions like that than being able to export an invoice as a CSV would be helpful.
1 voteHi Jonathan, appreciate the feedback however this is something you'd need to contact Chrome about in relation to how their extension works and if any change can be made to apply to Xero's new invoicing
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Bills - Don't change the Description when editing the Item column on lines
When editing a bill, say the item column it removes the data that is on that line. Can this be avoided?
2 votesHi Robert, coming back across your idea here I want to be open that we don't have any plans for this. The Item field is driven by your inventory products and services, which is why it auto description and other fields with the contents saved for that item. If you have pre-filled the description column and need to change the item we'd recommend copying this so once you update the items you can paste your text back in the description column.
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New bills dashboard visually unpleasant - requires 'classic view' option.
The new bills dashboard has weird oversized fonts and therefore appears busy and cluttered. Most of Xero has reasonable pages which are easier to read - like the invoice lists for example. This new version is not nice or professional. Not sure why there couldn't be an option for different view settings (the 'compact view' button does almost nothing). If this continues as a trend in Xero, we will likely move.
5 votesHi James,
Thanks for sharing your feedback around the new bills screen.
I can confirm it’s not possible to revert to the older bills screen, and there are no plans to introduce this as an option.
The changes to the look and feel of the bills list are part of a wider technology upgrade that allows us to deliver new features more quickly in the future.
Just to confirm, I’ve attached a screenshot of the refreshed bills experience from my test org.
I wouldn't say any of the text here appears weird or oversized, if you’re experiencing something different on your end, can you have a chat with our support team?
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Payment Services - Add Zeller as a payment option
Zeller is a far better payment option to Stripe. It would be great to have this as an integrated 'PAY NOW' option
1 voteHi Terry, we don't have any plans for extending the payment services we offer with Xero in the near term. However if you have a payment service that doesn't currently integrate with Xero you can see if they have a custom URL with placeholders that can be applied to your invoice template in Xero.
We have a bit of information on this here, however you'll also need to touch baser with Zeller to request the custom URL that you can include, from them.
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Repeating Invoice - Update repeating invoice if contact email address is changed
It would be good to have the option to update any repeating invoice if the contact email address is changed, whether it could be a pop up reminder to update the repeating invoice or automatically update it if it is the only address against the contact. This would save time and any errors if the repeating invoice is not updated
16 votesWe value your feedback and appreciate everyone that's shared benefits found by being prompted of a change in contact email.
While this has been looked into by our Product teams, we want to be honest that we don't have plans for re-developing a prompt on repeat invoices when a contacts email is updated at this time. We'll move this idea to not planned, and if there's change for this down the line we'll be sure to return & update on that, here. Thanks
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Purchase Overview - Bring back old view
Please bring back the old look, especially Purchase Overview. The new one is difficult to look at
2 votesAppreciate your feedback, Karolina. We do want to be upfront that there are no intentions of bringing back the previous view.
These changes are necessary for the platform, and in line with upgraded change that we're making across the product.
There is a toggle within the page where you can select to turn on a compact view and may help with your viewing.
If there is something else in terms of the look and feel of the new page that is particularly difficult for you please do share and we can consider this in isolation and get an understanding of the support, and understand how this could be improved in the new design, long term.
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Batch Payments: Reference from the Bill instead of Contacts
When generating a batch payment for multiple bills, the reference column of the batch payment is driven from the reference field within the supplier contact.
When a batch payment is made the reference is automatically set from contacts rather than the reference on the invoice. This means that in the reference column of the batch payment the invoice reference is required to manually added, doing this also updates the contact which means this process has to be completed every month otherwise you end up exporting payments with the previous months invoice reference as the payment reference.
The simplest fix is…
29 votesHi everyone, rounding back we appreciate there hasn't been much explanation before now on why this idea is not planned.
Coming across from our previous forums this has been reviewed by many of our team in product. To start, and explain logic behind the scenes - Xero allows references to be pulled from either:
- what's been entered as a reference for the contact, or
- the bill reference
Batch payments is designed to cater for businesses that require the same reference for every invoice via the reference entered in the Contact record.
👉For example utility companies needing an account number entered as a bill reference; so that the utility company knows who paid them.
If you need to have all the payee references be pulled from the bill instead of the contact record then you can remove the reference from the contact field when processing your batch. Moving forward all of…
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Add Stripe "description" to Stripe Direct Feed into Xero
Improve / expand data brought across in Stripe Direct Feed. Description in Stripe is not brought across which means many Stripe transactions in our Xero feed have meaningless references and descriptions e.g.
Reference: ch_3MHilDKRj5Y4ltOC0Sef6SkV
Description: Subscription creation / Card Country-CAInstead of the actual product description that is shown in Stripe.
That means we can not create bank rules to rely on description / reference data and need to manually check transactions in Stripe to reconcile revenue to the correct product-based revenue accounts.
2 votesHi Erik, the data in the statement lines that's imported into Xero via the direct feed is provided directly by Stripe themselves.
To import the transaction description to match what appears in Online Banking, you could manually import your statement lines into Xero instead.
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Needs a much more refined Integration for other apps (Simpro)
i was importing invoices raised in Simpro Software to Xero Software, most of the information are not present. Only invoice date, Ref no, invoice no, and amount is present. Description is considered to be important information but that is missing (Job No. is present in Description field).
Its like double work. While integrating information form other software, xero has to provide nearly all the required necessary information.
I hope there could be a solution for this issue.
2 votesHey Tim, thanks for sharing this idea! We actually have a dedicated forum for API suggestions, similar to Product Ideas, over on our Developer Centre.
This is one that'd be better suited to that API team, and you can share it here. In the meantime, I'll close it off as 'Not Planned' here on Product Ideas 😊
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Invoices - Imported invoices to retain terms from Wise-Sync
I would like Xero to read the terms on our invoices that we are importing via Wise-Sync rather than the branding within Xero.
2 votesHey community, thanks for your continued interest in this idea.
From the 4th September, we’ve removed the option to add Pay with Wise to your Xero subscription for new sign ups, and we made the decision to completely remove the feature from 26th February 2024.
Our team is hard at work on an alternative bill payment solution that uses Open banking.
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Invoicing Address
when creating an invoice I would like to see the full customer address appear on the invoice and remain visable once the cus name is entered and allow us to edit the address details on the invoice and give us the option to either use this address for this invoice only or update them in the contacts section.
1 voteHi Peter, while not constantly visible you can view and edit the customer address while creating or editing an invoice in Xero atm.
If you click in the 'To' field you'll find you can view both the Postal and Delivery address for a contact and edit these from within the invoice itself if you choose - More detail on how this works here
If you'd like more options it sounds like you might be interested in supporting and adding you vote to this idea for multiple addresses which would allow you to enter and hold other instances of addresses for a contact.
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Global search - Bespoke search parameters
Ability to customise search parameters bespoke to company requirements.
Current search availability is far too narrow and hindering.
Presently using FreeAgent to find information to then be able to input in Xero to actually continue working - or having to put all relevant data in reference box. Frustrating!1 voteHi Michelle, do appreciate your feedback however I want to be open that we don't have intentions of enabling a bespoke search for everything in Xero. In order to search a field there is work that needs to be done by our teams to enable this to run across different fields and areas in the product.
It would be good to understand if there are specific ways, or items that you'd like to search in Xero and how this would help you find or navigate to items when using Xero.
You'll find there are many ideas that have been started around these sort of things here on the site that you're welcome to add your support too, or you can always start a new one if it's not already been raised.
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Send invoice reminder for specific invoice
send invoice reminder for one specific invoice
1 voteHi Shirley, we don't have plans for developing this any time in the near future.
However, in the case of an individual invoice, you can simply send the invoice to the customer again. If you'd prefer to use the wording of your invoice reminder email template - go to Invoice Reminders within your Invoice Settings first to copy & paste the detail. If this is something you'd frequently use, perhaps even set it up as an email template you can use on the fly.
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Profit and Loss report - Add Compare Activities to the new Profit and Loss report
When bringing the current layout over from the Profit and Loss report to the new report. When compare activities is selected on the current report the layout stays the same. When using compare activities on the new report the layout changes/it opens a new report. Please enable the layout to stay the same on the new report when the compare activities function is chosen, as happens at the moment.
1 voteHey Sarah, thanks for sharing this idea! The 'Layout Importer' tool was available during our transition to the new reports, it's since been retired along with the old reports.
If you still need a hand setting up your Profit and Loss report, have a chat with our support team.
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Invoice - Display sales margin
Xero has the sell price and cost price of our products. When my sales team create a quote or invoice, why isn’t there a display of the profit margin on invoices and quotes to help them see their profitability?
4 votesHi team, though we don't have plans to include at an invoice level, you can run the Inventory Item details report to view the margin of items within a period.
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Integrate XERO Quotes with Pipedrive
Make an integration with Pipedrive to be able to quote from pipe drive or at minimum share a link to Pipedrive from a XERO quote.
1 voteHi Letitia, we have an open API that enables interested applications to develop and build an integration with Xero themselves. However, being open we don't tend to build integrations with 3rd parties ourselves.
You can share this link to our Developer community with Pipedrive which they can explore if they're interested.
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Invoice - Add Zelle payment
They should add the option of payment with Zelle on invoices.
It's an easy no cost option for our B2B customers to pay.2 votesHi👋 while we offer connections for a few payment service providers, we don't have intentions of developing integrations with many ourselves.
There is an option through the use of a custom URL, which'd pull through relevant data for online payments through that service - you'll need to approach Zelle to see if this is something they can provide.
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Webhooks - expand to include Projects, Quotes and Purchase orders
Webhooks are currently limited to contacts and invoices only - greatly limiting their use. Please expand out the available options for webhooks to include projects, quotes and purchase orders, etc.
1 voteHi David, ideas for webhooks and integrating or syncing data with Xero from an or to an external source are best raised with our Developer community. You'll find their community of ideas across here where we'd recommend raising this. 🙂
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E-invoicing - Allow for public companies
Xero does not list a public company as eligible for e-invoicng. The Australian Tax Office site does not restrict public companies from using e-invoicing, so can this feature be turned on by Xero?
We are a small not for profit company limited by guarantee and would like to be able to access e-invoicing.
1 voteHi Shane, while we understand why you'd like eInvoice capability for a public company - The reason we don't allow registration for type of entities is that we're unable to reliably, and automatically identify this type of business entity which means that we do not permit registration.
While we are always reviewing our security processes and balancing the risks against customer impact, there are no plans to change this restriction
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how do I go back to the old quote
how can I revert back to , or can I revert back to the old quote system ?
4 votesAppreciate your idea, Peter. Right now, we’re currently building a greater consistency between Xero experiences. And one of the projects that supports this is the quote modernisation - Read our blog here for more information.
We understand that these changes might take a little time to get used to, and we don’t have plans to revert back to old quotes. But rest assured that we're committed to continuously upgrading our technology. So we’ll move the status of this idea as ‘not planned’.
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