255 results found
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preview invoice
In the old invoicing you can preview the invoice without downloading a PDF. I would like to view them again in the new invoicing without having to download a PDF.
1 voteThis is already possible, and you're even able to preview an invoice without using your mouse now with keyboard shortcuts! If you type Alt-Shift-V(Opt-Sift-V on a Mac)
Otherwise, you'll see this option next to Save within new invoicing view.
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New invoicing - Show full Tracking category
Despite some condensing of information and improvements to the appearance of new invoicing, it continues to display information with less clarity and efficiency than before. This is only one example but on classic invoicing, entering a tracking category that was too large for the field would cause the vertical height of that row to increase. Now new invoicing simply cuts off the field after a certain character limit.
This system is not ready for default deployment and you have no idea how bad the support storm is going to be on the 2nd of September. Please push back the default…
5 votesHi everyone, our new line item grid has been released, and you'll find with this update along with other changes, that all fields now wrap. So if you have an account, tax rate or code that is a little longer you'll be able to see the full name of this when invoicing. We appreciate all your feedback on improving new invoicing to suit your needs here. Thanks
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Upload files to a chart of account code
Upload files to an account code in the chart of accounts, rather than to a transaction or a contact. Thinking in particular for lease and loan schedules and calculations, breakdown of accruals / prepayments, pdf bank statements to bank accounts.
1 voteHey community, 👋 thanks for your support on this idea, I'm popping in to switch it across to delivered!
Simply click on the figure in the YTD column on the chart of accounts screen and it opens a detail page with the file upload button on it.
Thanks again for your feedback. It helps us to continue shaping the future of reports here at Xero.
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Customer properties
any way to assign properties to Customers?
example - we hire 10ft, 20ft and 40ft containers, so for every customer I tick their appropriate container.
this way if i need a report on all customers who have a 20ft container, job is easy and fast
In Sap B1 this is available as per pic attached
1 voteHi David, this may depend on how many and if the 'properties' are constant in your business, however it sounds like Tracking might be a way for you to monitor and run reports for these sort of assignments?
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Xero Support - How to create a pro forma invoice from existing features
Xero has a guide to pro forma invoices but nowhere in help is explaining how to do this in Xero. https://www.xero.com/uk/guides/what-is-a-proforma-invoice/
I suggest you create a help page advising users to use Quotes (or possibly drafts) with a custom layout to solve this issue.
3 votesWe'll shift this idea across to delivered - As mentioned in my last update there is a section a little further through the guide "How to create a pro forma invoice" that provides a detail on how you could use a Standard invoice template to achieve this. 🙂
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Bill Payments - Automatic upload of payment files in the bank system
Dear support team,
I use Zero mostly to run payments and upload them in the bank system. I am trying to make my work easier as currently Zero has very limited features and I have to do a lot of work manually. I need to be able to download payments files from Zero in CSV or XML format and then automatically upload them in bulk in our bank system. The upload must be done in the right bank account and show our account number, the beneficiary, the amount of payment, currency, value date, status of the payment file and, most…
1 voteHi Raluca, sounds like Batch Payments is what you're after here. You can create a payment file for your supplier bills, and send this to the bank.
Alternatively you could use Open Banking to pay bills by direct bank transfer.
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Contacts - Days after due date
Discovered an error. In the customer settings, when placing 0 in the field for “Days invoice when due” shows an error, despite Xero using 0 when calculating when an invoice is due.
2 votesHi David, I've just tested adding '0' in the contact record for a customer and saving and don't receive an error. If you're still seeing this behaviour when trying to save '0' for days due after the invoice I'd recommend creating a case with our specialists at Xero Support to take a closer look into this with you. Thanks
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Inventory - Export only Active items to CSV
At the moment Xero doesn't seem to have a provision wherein only active items can be downloaded from the Inventory List. I think this is an important and effective feature that needs to be implemented.
8 votesHi everyone, we've now introduced the ability to export your items list from the Products & Services page based on the filter you've applied. You can now export only your active items, or all items, making it easier to manage your inventory.
We're also working on adding an extra column for 'Status' in the CSV export along with 'Inventory type'. This will be coming in as a later release. We'll post an update in this thread when that's out as well 🙂
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New invoicing - Attaching supplier invoices
On Classic, we could attach supplier & subcontractor invoices to our invoice when we sent it to clients. We haven't been able to do this since moving to the new invoices. We've reached out to Xero regarding this and the help we have been given has been generic and not at all related to the problem we've sent screenshots about. Very disappointing. What happened to a member of the team accessing our setup in a meeting (??Teams or Zoom etc) and working through the problem with us. That used to happen in the past but that personal touch that made…
2 votesHi Glen, sorry to hear you've not had the best experience recently when seeking help. Generally our team are happy to arrange a call if requested and do offer screen meets to troubleshoot issues.
We know some customers were finding the upload files option a little tricky in new invoicing and recently we released a enhancement that now allows you to drag & drop files anywhere on the screen (rather than directly onto the Files attachment window). I believe this should resolve the issue you've noted, and would recommend giving it a try but please do respond to my update if you're still having any difficulty with this.
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New Idea
Has anyone actually had one of their ideas implemented by Xero??
2 votesHi Tony, there are lots of ideas that have come from our community that we have developed and delivered on. One way to get a view of this is to filter a forum by Status = Delivered. Alternatively, if you follow our blog we have been sharing the ideas that we have been delivering each month and the team note which ones have come from our community. Here's an example
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Sales - Bulk add payments to non bank accounts
It would be useful to be able to pay invoices in bulk through a designated accounts (which is not a bank account) in the event for example of invoice financing.
Currently we need to go in each invoice and enter the payment details if this is not going through the bank account.
The approach could be similar to the batch payment on the "Bills to pay" side.
2 votesHi Alan, similar to batch payments in the bills side we have batch deposits in invoicing.
You could create a batch deposit to record payments in bulk. Providing payments have been enabled to the account, a non-bank account can be selected for the deposit.
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New invoicing - View Item Code and Tracking columns on saved invoice
Unless I'm missing something, I can't seem to see the Item Code or Tracking Code fields on a saved invoice? They are there in Edit mode, but not when viewing a saved invoice? We don't need to include these columns on the invoice sent to clients, but do need to be able to see them for internal use without having to go into edit mode. Until we can do this, we won't be able to switch to the new invoicing.
5 votesHi team, apologies we haven't updated this idea sooner. Our product team made a change to the approved grid view a fem months ago, where now you'll see Item code and Tracking as separate columns once the invoice is approved to make it easier to review your information. We appreciate your feedback here and sharing through product ideas.
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Bills - Separating tax amounts when entering bills
It would be nice if the tax rates show separate on the bills when entering them to know it is calculating properly. I understand we can see the tax broken out after we click approve, but it would be handy to see it before. It would also be nice if we could manually adjust the tax amounts.
1 voteHi Bailey, currently when you enter a bill, if there's more than one tax rate, a different tax total is shown for each tax rate underneath the Subtotal.
These totals are automatically updated live as you enter more lines on the bill - there's no need to save or approve the bill to see it.
If you're experiencing different behavior I'd recommend raising this with our specialists at Xero Support who can get a closer look in to see what's going on.
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New Invoicing - Importing csv invoices
New Invoicing - Import invoices from csv file as can be done in Classic Invoicing screen
13 votesHi everyone, this is actually possible with no change between classic and new invoicing.
You can import new invoices through the Sales overview or Invoice page, and is done with the use of a CSV file. We have some steps you can follow across in Xero Central.
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Resend an invoice
Resend a "Repeating Invoice"
A repeating invoice contained an error, which we have already corrected, but I don't see any way/opc to resend the email with the corrected rep invoice.What worked for me was switching to classic mode, where I was able to modify and resend that invoice.
I think it's important that you add those options to your new look before you change it, because they are necessary in my opinion.
2 votesHi Chris, you can resend an invoice that has been created from a repeating template by opening the invoice in the Awaiting Payment tab and clicking the 3 dots in the top right above the invoice where you'll see an option to Email.
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New invoicing - Option to mark as sent when Print PDF
We have many suppliers that reject invoices if we send them direct from Xero. Hence we have to download a PDF copy and email it manually from our finance inbox. This process now takes 5 clicks as opposed to one click in classic invoicing. The new process is to click "Approve & Email", but then to exit this screen. Then move across the screen to the left top corner and check the box to mark it as "sent", then move all the way back to the right and click "Print PDF" and then wait for it to open in a…
12 votesHi community, today we released the ability to mark an invoice as sent when printing in new invoicing. Now, when you select to 'Print PDF' you'll receive a prompt to ask if you'd like to mark the invoice as sent - see in my image below. Thanks again for your engagement on this here 😊
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Edit invoice reminder email
I need to edit the email text, or select an alternative email template, to be used when an overdue invoice reminder email is sent.
1 voteHi Paul, if you're not using all your invoice reminders atm, you could set up a separate Invoice Reminder for Invoices overdue versus those due by - You can use up to 5 Invoice reminders.
When you set up an invoice reminder you'll be able to set the email template that is used to send that reminder and it will only be used when that reminder is triggered.
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New Invoicing - highlight issue date when tabbing across
Old invoicing you used to select your "to" contact, then tab across to the date where the date would be highlighted so you could start typing a new date straight away. New invoicing no longer selects the date & takes longer if you want to manually type a date rather than having to use the mouse.
1 voteHi Shannon, we made some changes toward end of 2024 to improve the entry and selection of dates in new invoicing. Having just done a test I can see that when you tab from the To field it'll move across to the Issue date field with the date highlighted and you can easily start typing the date you need just like you've mentioned.
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Invoicing - Due Date to default to invoice date.
Invoice and bill due dates to default to issue date.
As above. Basically when you enter the initial date of an invoice or a bill, the due date defaults to the date you have entered. This will save additional data entry if your dates are the same.
In the case of a franchise where Remits are sent via a supporting booking software, the invoice/bill due date is always the same as the issue date.
Please default the due date to the invoice date once selected. but still obviously give the option to change the due date to a user specified…
2 votesHi Adam, there are a couple of options here including the suggestion that Geoff's provided. 🙂
Right now, within Invoice Settings you can set a default for the Due Date, this could be based on the invoice issue date if you choose.
It's also possible to set a due date for an individual contact within their contact record.
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New invoicing - Tab through date field
When you are entering in date ranges, you used to be able to press tab once and it would jump from the first date to the second date. Now it takes like 7-8 times. This is an inefficiency that seems to have only started a few days ago.
4 votesHi all, the team did make some changes to the tabbing of fields in new invoicing. You should find that when using Tab you only need to press this once to move from the Invoice Date to Due Date, then cross to Invoice #.
If you're not finding this behaviour, it'd be good if you could raise a case with our team of specialists so we can look into this further.
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