1622 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.
62 votes -
Payment Services - Ability to set Zip fee to be added on top of invoice amount
Please add option in Xero Payment Services to pass Zip transaction fees to customer on top of my invoice amount. At least most of the invoice amount will be paid to me.
Like Stripe card payment service, pop-up could prompt payee to accept the fee on top of invoice amount. The 5-8% zip fee is too high to absorb for my sole trader businesses.
In Xero > Settings > Payment Services - the Zip payment service could have some settings just like Stripe card payments has to choose that option of including fees in the amount or adding the zip…
2 votesThanks for submitting your idea , Michael
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Sales | Batch Deposit in Foreign Currency
Xero currently lacks the capability to bulk pay multi-currency invoices. This creates a significant bottleneck for our clients with a default currency of USD who process hundreds of invoices in EUR each month. While it is possible to import invoices in EUR in bulk, marking each invoice as paid individually is extremely time-consuming and inefficient. Please consider implementing a feature that allows users to bulk pay invoices in the same foreign currency. This enhancement would streamline the workflow for businesses handling large volumes of international transactions, saving time and reducing manual effort.
67 votes -
Stripe - Exclude Surcharge from Stripe Fee Calculation
I was wondering if it was possible to get surcharge not added into the total charge that stripe uses to get their processing fee. I always thought that the surcharge total would be like the money that they took their charge from which is why I added the surcharge anyway. It ends up being that stripe adds the surcharge in with the base charge on the customer invoice and then takes out their processing fee. I don't think that is right though. It should be a way for stripe to only charge their processing fee to the base cost of…
4 votesHi Matthew, we really appreciate you adding your thoughts and voting on this idea. It's clear that having more flexibility around how Stripe surcharges are handled would make a difference—especially when it comes to simplifying reconciliation.
Not being able to exclude the surcharge amount from the Stripe fee calculation has come up from a few of you. It’s helpful to understand exactly where the pain points are and how they affect your day-to-day.
We’re going to keep this idea open so others can continue to weigh in. It's on our radar as we look at areas to improve, and your input here gives us valuable context as we make those decisions. Thanks for being part of this discussion!
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Purchases overview - View Billable expenses not billed.
Purchases Tab: would like to see Billable expenses not billed.
5 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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New invoicing - Keep the send button
On the classic invoicing there is a send button at the top by email, print pdf etc that you can use to send to another xero customer. This feature is no longer on the new invoicing version. It would be good to have the send button back
12 votesHi Samantha, when referring to send would this be the 'Email' button in classic?
If so this is actually still available in new invoicing, you'll find the option in the 3 dot menu at the top of the page 🙂
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GST default on a copied invoice defaulting to GST Inclusive / Incorrectly
A slight bug found - I just had a supplier ask why we had charged less for the last 2 months. I checked and it looks like Xero defaulted to "GST Inclusive" invoices when copying an invoice that is GST-Exclusive, even when:
1) the previous Invoice is set to "GST Exclusive"
2) the Financial settings, tax defaults, For sales is set to for"Based on last sale"
3) Note - No Contact defaults for GST set.Somehow, my $500 + GST invoices = $575 has been reduced to $500 including GST.
Previously Xero would copy over the invoice exactly, but now…
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of 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…20 votes -
Sales Invoices - Import with Paid status and Date
Sales Invoice - Bulk create Sales Invoices is possible with the import of the csv file, however, the invoices entered is not marked as paid, so we either mark them all paid on one especific date (bulk payment) or go in each one of them and enter the payment...
Going in each one is impratical, and bulk paying all, lets say, at the end of the month is ok, but not right.
We would love to create and mark the invoice as paid in one go, just like with the import precoded bank transactions...
That would help a lot, as…
10 votes -
Invoicing - Remove 'Powered by Xero' in Footer of emails
Remove 'Powered by Xero' Advertisement on the footer invoice emails (only recently added)
108 votesHi everyone, we wanted to return and give you an update here. As mentioned in our last post - we want to be forth right that we don't have any plans to remove 'Powered by Xero' from emails sent from Xero, with intentional purpose and based on findings from interactions we can see having true benefit to customers in getting paid faster.
That said, we appreciate the feedback we've received and have made changes since this was initially raised to reduce the size of the footer where this is shown and have removed the hyperlink to xero.com. We will continue to develop the invoice email to continue to drive improvements for our customers and the ways you receive payments.
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Bills - Assign planned date when entering bill
Please add the option to assign a planned payment date when entering bills / within the individual bill, not just from the overview tabs.
19 votesHi team, we appreciate the interest in being able to add a planned date when entering a bill in Xero. While this isn't in our immediate plans our team are aware and keeping a close eye of the support for this idea.
While this isn't currently possible when manually entering bills I wanted to highlight our new Quick view and edit feature - If you upload or email bills to create drafts in your organisation you'll find you can use the quick view option to easily add a planned date.
If you don't have the edit option in your bills just yet, this feature is in the process of rolling out and should be with all customers soon. 😊
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Invoicing - Create a Credit Note from a Paid invoice
We raise an invoice to a client.
They pay it.
Then for some reason, something changes.
We need to raise a credit note against that invoice!I know I can create a new one from scratch but I want the history with this particular invoice and all the other details that I have already typed into it.
What I DON'T want - is to delete the payment, create the credit note, delete the allocation of the credit to the invoice, then reapply the original payment.
It is not an option within Xero to 'copy to draft' and create a negative…
16 votesHi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
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Single sales report - for the sales team
Single report for our Sales Team that will show:
Sales MTD vs Target (Month by Month YTD)
Number of Invoices by Month
Avg Value of Invoices by month
2 votesThanks, Terry! We're grateful for your engagement and for sharing the changes that are important to you.
Our team has reviewed your idea, and it's now open for our community to support. In addition to voting, other members can now comment and share how your idea could improve their own experience with Xero.
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Batch Payments - Ability to add bills to an existing batch
Add a "add Bill" button to enable you to add a bill after the batch has been created without cancelling the batch and redoing.
2 votesHi christine, is this a common situation you find yourself or business running into? It'd be good to understand more detail if there are common circumstances that lead you to needing to edit a batch payment after it's been created.
For the time being we'll start to feel out the interest in this from community. Thanks!
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Invoice payments - Only offer ACH (not credit card)
I'd like to enable one-click payments from customers when I send them an invoice, but only ACH, not credit card. As it is, if I enable ACH payments via Stripe, the system displays credit card options to the customer. When I try a custom branding theme without the credit card display, Xero will not allow any Stripe payment mechanism.
3 votesThanks for letting us know what you're tried, Roland.
We appreciate you taking your time to share changes that would be most meaningful to you.
If we make any plans for changes around the ways in which you can offer ACH for your customers I'll update you here.
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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.
88 votesHi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
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Dashboard - Posting Payments/Receipts direct from the Dashboard
When posting a payment /receipt against an "already entered" Bill or Invoice, it would be good to be able to do this from the Dashboard. This link could be added to the "+" on the Dashboard and could take you to a search facility to search for the Bill or Invoice. This would also save time having to search under Bills to Pay and Invoices awaiting payment.
Yes, payments and receipts are automatically matched in the Bank Rec, but it would be good to be able to post the payments/receipts without having to wait for them to appear in the…2 votesWe're grateful for your engagement and letting us know how adding a payment/receipt directly from the dashboard menu would be beneficial for you.
Our Community have reviewed your idea and moved it to the 'Gaining Support' status. Along with votes, other community members can now comment to share additional detail about how your idea could improve their experience with Xero.
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New Invoicing - Remove the zeros from the amount field
When entering after Qty field, amount is pre filled with 0.00 and when you type, it will put the amount after e.g 0.00120 instead of 120.00. Please remove the pre filled zeros as with classic invoicing and keep the new invoicing in line with everything else in Xero like bills and spend money etc. It is too different!😒
25 votes -
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.
120 votesHi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
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New invoicing - Show amounts with commas
Classic view invoicng compared to the new view invoicing. The new version shows figures entered as 123456789.00 but Classic View correctly shows 123,456,789.00. All figures should be shown in 123,456,789.00 format. It's accounting after all! This is not a suggestion, this should be a bug fix, especially before new invoicing is enforced.
25 votes
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