1629 results found
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Invoice Template - Setting for Decimal format
Invoices Australia
An update in the last few months bought inconsistency into the invoicing format in terms of the decimal points on the unit pricing. It would be good to be able to define this - to two, three, four decimal points so that there is consistency on the invoices rather than some units at two and some at four decimal points.10 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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Bills - Automatically adjust the date on imported draft bills to a set date
We use Xero on top of a project management system (Deltek PIM) which generates employee expenses and supplier invoices. When we export them to Xero they sit as draft bills which we approve. If users of PIM enter an invoice/expense for a prior period, the transaction has to be redated in Xero to prevent it changing the historic management accounts. My suggestion is that there is an option within Draft Bills that would redate draft transaction dates (before posting) to a given date, say 1st of the open period.
2 votesWe've reviewed your idea to adjust the date on imported bills to a set date automatically. It's now up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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Quotes - Automatic pre-loaded descriptions for specific customers when creating a quote
Option to have pre-loaded descriptions for specific customers when creating a quote. The description should automatically be present when each customer is selected rather than having to select a code to load it.
2 votesThanks for sharing your idea, and letting us know how pre-filling the description on quotes would save you time.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bills - Option to add credit card surcharge
Nowadays everyone include a credit card surcharge when paying a bill. However when the bill is recorded originally, it is without the surcharge. When applying payment to the bill, if we are in the bill screen and we apply an amount higher than the original invoice it records as an overpayment and creates a credit note. There should be an option like in the bank rec screen where it allows us to type in the surcharge so that the surcharge takes the same character as the original invoice. Currently, I have to manually adjust the original invoice to include the…
5 votesThanks for raising your idea here, Carine. Can understand wanting a simpler option to add a credit card surcharge when adding a payment directly from the Bill.
Understand it's not the flow you're looking for here, but one option would be once the payment comes into your bank account you could use Find & Match to select the bill and in the second section you could use the Bank fee option for the surcharge like you mentioned.
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New invoicing - Remove invoice description character limit
Remove New invoicing description Character limit. Currently the limit is 4000 which isn't enough for large customer invoices.
26 votesHi everyone, thank you to everyone that participated in our teams survey from my last update. We appreciate your insights and these continue to help inform our teams of where they can best focus their efforts, as they continue to develop invoicing.
We don't have any plans at this stage to increase the Description field character limit from 4,000, however we're interested to continue tracking the interest in community and understand what the optimal amount of characters would be for our customers.
If there are any changes we will share an update with you all, here.
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Quotes - Split quotes into multiple invoices with relationships and automatic “Mark as invoiced” functionality
Our work is often quoted at the project level, with invoices being issued monthly for the duration of the project until the quoted amount has been paid and the project completed.
Currently, we create the quote, and then subsequently create invoices - manually keeping track until the quoted amount has been invoiced, at which point we mark the quote as invoiced.
It would be helpful if;
- We could split the quote into N invoices automatically with the total invoiced amount over N invoices equalling the amount in the selected quote.OR
- When a quote is marked as accepted but…
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Profit & Loss - Ability to show percentages with Tracking Categories
On the Profit and Loss report there is no ability to show percentages, if tracking categories are used as a filter. We want to see COGS as a percentage of trading income, and Net Profit as a percentage of trading income.
3 votesHi Karen, thanks for submitting this idea. Showing percentages in the Profit & Loss report when using Tracking Categories would make it easier to see how different projects, departments, or locations are performing at a glance.
This feature would give you clearer insights and save time by reducing the need to export data and crunch numbers in spreadsheets.
This idea is now in the Gaining Support stage. If this would help your reporting, please add your vote or share your thoughts, it really helps the product team understand the impact.
We’ll keep this thread updated with any news.
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Projects - Increase bill description character limit when invoicing from a project
Please increase the character limit for line descriptions when generating invoices from Projects.
Right now, if a bill line has a description that exceeds the small character limit, it gets cut off on the invoice. I have to then manually open each bill, copy the full description, and paste it into the corresponding invoice line. Obviously this is extremely time-consuming and inefficient for something that seems like a relatively small backend fix that would make a big difference to everyday usability.
Is anyone else dealing with this?
2 votesHi there 👋, thanks for reaching out to our Xero Support team and clarifying the difference between your idea here from the one we merged to. Apologies for this oversight - I've restored your idea here.
While increasing the character limit of a bills description when invoicing from a project isn't something we have plans for atm, we can gauge the interest from community in this and will update you if there's any progression.
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Payment Voucher – Generate Payment Vouchers.
Provide users with a streamlined way to create official payment vouchers, including payment details and supporting documents, for improved record-keeping and transparency.
10 votesHi team, just wanting to make sure we understand the idea correctly here. When you'd like a payment voucher - would this be for accounts payable or receivable?
On the payables side, perhaps purchases orders could facilitate the record of this in Xero, and you can upload attachments to keep track of files related to a voucher. Alternatively, for accounts receivable, quotes maybe able to support what you're in need of here.
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Supplier Payment Activity
To include payments made when looking at the activity on a supplier account without having to click into invoices, so when a supplier is querying a payment made it can be found on the first screen in the supplier account without digging too much.
And then you can click into it, and it lists all invoices allocated to that payment and the option to resend remittance etc.
1 voteThanks for submitting your idea on Xero Product Ideas. 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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Sales | New Invoice - Only show Customers when entering Contact
When creating a new invoice, the search scope includes every contact in the database, every vendor, evert coffee shop or gas station anyone ever used a credit card at. Xero knows which contacts are Customers (there's a Customer Invoice report), it should pull from Customers only. For the use case where someone is invoicing someone for the first time, they can open that Contact and then click New Invoice.
2 votesAppreciate you sharing your feedback with us here, Rob. Understand how this could help you find the contact you're after if your supplier and customer lists are quite separated.
We'll get a sense of others that would also like to see this from your idea here. If there are any updates we'll let you know.
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Inventory - Increase item code character limit
Increase the character limit for product/item codes from 30 to at least 50.
Our suppliers use a minimum of 8 characters, up to 12 characters. We use 4 suppliers regularly, which all use different SKU's; This means we can have 36 characters for standard products, even more if there is a supplier we don't purchase too regularly from or if there are 2+ similar products that get grouped under one item.
3 votesThanks for submitting your idea on Xero Product Idea's, Tasha. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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add payment on invoice
Add Payments Screen on Invoicing
We are still having to use mouse to enter the BANK ACCOUNT details. You can tab to the BANK ACCOUNT, but once there you have to USE MOUSE to enter bank account. We still have the whole chart of accounts listed in this field, Kelly has said this was fixed so I have lodged a case for that, but still not able to just tab and type enabled.1 voteThanks for submitting your idea on Xero Product Ideas. 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 set up task list
Creating a new user set up list which has a list of items for you to complete to set your business up so you know at a minimum what should be done like must do, should do, optional or good to do. Create a list to complete and refer to, also include a link to learning material
1 voteThanks for submitting your idea on Xero Product Ideas. 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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tasks
Create a task list for new users of what they need to set up or complete in order to start working. Include links to the learning material for those tasks. New small business owner and I was not sure what exactly I had to set up or edit before just jumping in so I learnt when doing the tasks that I needed to set up a default invoice as example
1 voteThanks for submitting your idea on Xero Product Ideas. 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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Purchase Orders - Approval for amended purchase orders
Since the option is there to amend a PO once it's been approved would it be possible to add a requirement for POs where the value has been increased to have to be re-approved?
3 votesAppreciate why you may want to review a Purchase order if it has been edited once raised, Jenni.
We appreciate you taking your time to share changes that would be most meaningful to you. We'll get a sense of interest and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
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Bills - Increase limit on amount of attachments
Would it please be possible to increase the amount of attachments that can be saved against a bill. At the moment it will allow us to attach more that 50 items but when it saves it only saves the first 50 and removes the rest.
I realise there are ways round this eg by attaching an e-mail with multiple items attached within it, but it's then more time consuming when trying to find specific attachments2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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syft
Expand “Analytics powered by Syft” to include full report functionality.
The current Analytics powered by Syft integration within Xero provides a useful set of visual dashboards and graphs, but it lacks several essential features available in Syft’s standalone product — such as Grouping, detailed Profit & Loss reporting, and the ability to drill down into figures for transaction-level insights.
These functions are fundamental for effective financial analysis and are expected within a tool branded as “Analytics.” Without them, users still need to rely on exports to Excel or switch between different reporting views in Xero, which defeats the purpose of…
1 voteThanks for submitting your idea on Xero Product Ideas. 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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Batch Payment - Export payment file into FNB format (South Africa)
Please allow us to update the batch payment export file for FNB in South Africa. The current export file does not have all the fields needed by the bank.
1 voteThanks for submitting your idea on Xero Product Ideas. 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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Sales - Export invoice totals due
When you export invoices, it gives you multiple lines for any invoice which has more than one line. It is therefore not possible to easily total up the amounts due because some invoices are on there multiple times meaning the values are overstated.
7 votesHi Stewart, is there a way you see the export being more helpful for you. For example would you be looking for a summary of each invoice? The Receivable Summary and Detail reports maybe useful for this sort of view and can be exported.
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