1605 results found
-
New Invoicing - When selecting Files, hide the ones that are already attached
Attaching a file from the Xero Library to the new Sales Invoice template. Files saved to a folder within the Xero library now show ALL files rather than just the ones unattached, so you have to sort through all of them until you find the file you need (the attached ones were not shown in old invoicing). This is taking longer to process.
I do sort the files in submission date order, but when you have up to 50 per month submitted it takes a while to scroll through the already attached pdfs.1 vote -
Navigation - Remove extra step when changing organisation
For those of us that have multiple entities in Xero - Somewhere along the way an extra step (click) has been added when changing from one entity to another, you can no longer just choose your required entity from the drop-down menu (in the top left-hand corner), but now have to click on the drop-down menu and then click 'Change organisation' to show and select your entity.
Are we able to remove this unneccessary extra step (click) and have it back how it was originally?
3 votes -
Bills - Ability to set multiple planned dates
Bills - Split Payment in Several Planned Dates. Example: 1 Individual Bill of $25K in 3 differents planned dates.
11 votes -
Batch payment - Attach files
To attach proof/evidence of multi receipts/payments when that batch is a mix of invoice and also pre/overpayment, credit. We can attach to a single type of action, but not mixed. Keeps things tidy and also much quicker to see what exactly was in a batch, than to go back to a physical document holder
1 vote -
Invoicing - Move 'Amounts are' drop down to right side of page
When adding an invoice we can add an amount and make it either Vat inclusive or exclusive using the drop down box.
Currently this box is on the left side of the invoice layout..why not have it on the right next to the total box as it was in classic view?
It would be more user friendly!1 voteHi Phil, appreciate the feedback. Our teams did lots of research and user testing when making decisions on the placement of options within invoicing.
Being open we don't have any plans for changing the placement of the Amounts are field. However it'd still be good to track the interest in this from our community here that our team can consider.
-
Ability to charge a credit card on file
It would streamline workflow if there was a feature that allowed us to store a client's credit card on file and when a single invoice is sent out to the client, the business can charge the card on file.
In previous invoicing systems, I was able to "store" a client's credit card on file and then invoice and charge the credit card on file. This is an important feature for my business as it removes the burden off my clients for paying the invoice and reduces the amount of follow up on my end for collecting payment.
23 votes -
Sales - Calculate based on expected date and show totals like bills
Sales planned date like in bills to pay so we can select date invoice should be paid to us. Will help with overdue invoices and planning cash flow
2 votesHi Claire, you can add an expected payment date from the Awaiting payments list in Sales. Appreciate it's not quite possible from the individual invoice itself atm so have slightly updated the title of your idea here. If there's any plans of adding this here we'll let you know.
-
Bill Payments - Payment service for South Africa
Supplier bill payments for South Africa for payments and debit orders that directly pulls from Xero, like being done in the UK with Crezco, which can be done with Paysoft Flow (https://paysoftflow.co.za/) in South Africa for example.
2 votes -
New Invoicing - Due Date option for End of this month
When creating an invoice and adding a due date, it would be handy to have the option of end of this month, so you don't need to click into pick another date.
11 votesHi team, while there's not a preset option for end of this month you'll find you can simply type the number e.g '31' into the due date field to populate the date for the current month.
Toward the end of 2024 we also made some improvements to the calendar picker within new invoicing so you can now easily access the calendar without having to click 'pick another date' which may also help some in the idea here.
-
REPORTS - Ability to rename columns
I generate a custom report for Project Timesheets and I would like to be able to rename the columns as sometimes we use slightly different terminology or we use the tasks in a slightly different way to work around limitations.
e.g "Resource" instead of "Staff", "Role" instead of "Task".
For some projects we enter a week's worth of time entries at a time, so they are dated at the end of the week, so I would like to change the column to "Week ending" instead of "Date".
1 voteHi Emily, similar to your other idea if you can share detail of the Projects report you're running here it'll be useful when sharing with our team and may help others also interested in this associate to your idea here, too. Thanks
-
Invoicing - Increase the character limit for terms on quotes using Standard-type branding themes
Increase the character limit for invoice and quote terms for the standard invoice template.
Currently the limit is 1000 characters and that is not enough. Please please look into this! It is so important to be able to have terms in the body of the invoice and very useful to be able to use the terms section for this.21 votes -
Billable Expenses - Assign to repeating invoices
I want to assign the customer to repeating invoices like software subscriptions that we pay for our clients. I have those bills in as repeating invoices but I have to assign the customer to them every month. It would be nice to be able to assign the customer on the repeating invoice and save that time each month.
4 votes -
Expenses - Ability to import expense claims
This is basic, if you want people to move to XERO make it easy to import data from existing systems. I have a huge amount of expenses to get into XERO and you can't use Bills because that is limited to 5 Bills per month!
I pay for expenses so if the work around is use Bills import then remove the 5 Bill/m limit.
6 votes -
New invoicing | Overpayments - Account drop down (not up)
Thanks for fixing Over payments in the new system - works great! - 1 adjustment - the account menu pops - UP not Down, and bank accounts are off the top of the screen need a lot of scolling, can you change to normal pop-down please? (like the Date Paid menu)
2 votesThanks for the feedback, Stuart! Great to hear you're already using it. I've passed this back on to the team and will keep you updated if there's any planned change 🙂
-
Invoice - Edit invoice without removing the payment
Ability to edit invoice without having to remove and redo all payments on that invoice
41 votes -
Quotes - Ability to change the PDF file name
Have the ability to rename the PDF file attachment so when you update your system to send Estimates you can rename the PDF as they always get sent as quote and this is unable to be changed or you can have the PDF file name anything you like just having the option would be nice
11 votes -
New Invoicing | Send - Only show emails related to contact
I have noticed that when you are preparing to send an invoice via email in Xero that you can now add new addresses in the TO, CC and BCC lines. This is great.
However, I have noticed that ALL contacts are available to add here. It would be safer to only allow the contact email addresses associated with the contact name on the invoice. It is too easy to add the wrong address and potentially send invoice information to the wrong client.
If other people needed to do this, perhaps a tick box could be applied to allow ALL CONTACTS…
2 votes -
Invoice reminders - View emails sent to customer
On the contact activity it tells you when an invoice reminder was sent but what would be really useful from a contact relations POV would be to be able to click that interaction and view the email so that you could screenshot/resend it to a client who says they didn't receive it. For example I have one saying at the moment they never received the reminder but did the one after and the one before? Odd? Proving the amount, email it went to etc would be a useful "told you so" if you know what I mean.
29 votes -
Customer map, showing location pins for all customer addresses
Being able to see a map with the location pins for each customer and sort them by the various Xero groups, would be invaluable. This would enable us to easily visualise our national/global coverage to help better understand regional product usage. As a business that provides products to public locations, it would also be an efficient way to reference existing installations near to new enquiries for them to reference.
1 voteHi Luke, trying to better understand what you're envisioning here. Is there a specific place in Xero that you'd find a map like this most handy? For example would it be on an individuals contact record, within a Contact group or perhaps when you're using Smart lists?
-
Purchase orders - Add column to list view
An option to add a column (Received by) to PO menu.
This will display that an order was received form the menu rather than clicking in to each individual PO to fond out.1 vote
- Don't see your idea?