1610 results found
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Email templates - Ability to send statements using different email templates
I would like to be able to send statements using different email templates depending on how old the debts are. Smart lists seem to have the functionality to filter what I want but no option to send statements based on those lists.
6 votesHey community, thanks for sharing this idea.
For those who aren't aware, within the Email Settings it is possible to create a number of different templates to reflect the wording you'd like to use, depending on the age of the debt. The Add email templates support article has detailed steps on how to do this 😊
As mentioned, Smart Lists are a great way to filter your customers and can be used as a tool to identify the customers who should receive their statement with each template.
However as you have found, it is currently not possible to send statements directly to the customers from the Smart List. We understand this is the main ask of this idea, so we'll continue to monitor the suggestion to get a clearer understanding of users that'd like to see this developed.
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Quotes - Adjust format of item price
Absolutely hate the new quote layout and the way it adds zeroes to the item price. Would like to be able to use the old style and elect to use the new style
3 votes -
Bills | Make payment - Wider Fields for "Paid From" and "Reference"
Can you make the "Paid From" and "Reference" fields wider in the Make a Payment section of the bills and invoices? I like detail in my Reference field and there are only 14 characters that you can see and in the Paid From field, you can't see both the account number and the text.
3 votes -
Bills to pay - Order suppliers invoices in date order so it matches the statement
When trying to match multiple bills to pay against Supplier statements, Xero scatters the bills randomly by reference and not in date order. There also needs to be an extra box on entering bills form, so there can be a supplier invoice no. separated from reference no.
4 votes -
Xero Network - Use network key when sending and receiving invoices
For my clients that I have on Xero, I would like to use the Xero Network Key send through my invoices as Spend Money transactions instead of Bills.
Similarly, I would like to receive invoices from Xero through my Xero Network Key as a Spend Money instead of a bill that I import/approve.
3 votes -
Quote Template - Condense to single page
Almost every quote/invoice I make ends up having the last little bit of the quote/invoice on the second page, with a huge amount of wasted space on the first page, which looks unprofessional. Having the option within standard invoices to remove the spacing would be amazing. I know you can get around this by using the 'Advanced invoice' option, but that requires a lot more manual work, so it's inconvenient.
This has been an issue for years. For example, when you add a 'title' or 'summary' to the quote, it instantly adds about 2 inches of empty space on the…
5 votes -
Repeating Invoice: Sales Overview - add a Last Updated Date to the Overview Screen
Repeating Invoice: Sales Overview Screen - add a Last Updated Date to the Overview Screen
Purpose: We use repeating invoices for the Auto Pay feature but most invoices need some form of adjustment before being sent each month. With a list of repeating invoices that goes on for pages it would be great to see the last date/time each invoice had been updated so that if you are interrupted during the monthly updating you can tell where you are up to when you come back to the Sales Overview screen, rather than needing to keep track of this somewhere else.
5 votes -
Purchase Orders - Link to view other orders items are ordered from
When on a product screen and you have X amount of parts on order I would like to be able to click that too see the purchase orders relating to it.
4 votes -
Repeating Invoice | Stripe Auto Pay - Allow option to skip sending the initial invoice
At the moment the only option to allow us to offer Auto Pay via Stripe is to set recurring invoices to "approve for sending". Clients receive an email from Xero when their invoice is ready and an email with the payment confirmation linking to the paid invoice and their receipt. Clients on a subscription do not need to get the initial invoice and this confuses many of them. I would like the option to disable sending the invoice when Auto Pay is active, where the only email they receive is the payment confirmation.
5 votes -
Bills - Share and transfer an approved bill to another contact
Ability to share and transfer an approved bill or purchase invoice to another Xero account as a bill or purchase invoice.
Purpose: There is a need in our business for managing bills by 2 external parties
4 votes -
Invoice - Ability to change text and sort the invoice by the headers
Improve Text Formatting - Invoicing
Ability to change all text to caps, lowercase or sentence case (like Microsoft word feature) to enable more consistent, professional invoicing in less time. For example when adding multiple billable expense lines.
Ability to sort invoice lines by the headers, i.e. description (alphabetically), by price or amount high-low etc.
4 votes -
Expenses - Ability to filter by spent date
To have a filter or sort option on expenses to filter by spent date.
Purpose: To easily check whether expenses have been entered by the users or not.
21 votes -
Invoice - Make invoice templates location available within the sales overview page
Invoice templates should not be in the "settings" but in the actual part where the invoices are, this is product development 101 stuff guys seriously...
Adding/altering/deleting invoice templates should be accessible right from within the sales overview and invoice section. I shouldn't have to google for this stuff, it's really quite terrible.
4 votes -
Projects - Create Draft invoice in a new browser window
Automatically opens a new window when preparing Draft invoice from Projects Screen. This means the project screen stays open to do your next invoice rather than having to navigate back after you have approved your invoice.
5 votesHi team, just having a little play in Projects - while it won't work for Deposit or Project Amount creation, if you're creating an invoice from a Project for Tasks & Expenses you'll be able to hold down 'ctrl' while clicking on this option and should find this opens the Tasks and expenses screen in a separate browser tab.
Totally get this doesn't resolve the idea here, but wanted to share for those it helps 🙂
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Billable expense - Record time to customer without task or project link
Record time to a customer with a billable or non-billable item only WITHOUT a task or project link.
3 votes -
Add a free text column for comments to the 'Invoices' and 'Bills' dashboards
Add a free text column for comments to the 'Invoices' and 'Bills' dashboards
Purpose: To track reasons for delay, communications with contacts etc. and have them be clearly visible all in one place.
3 votes -
Expenses - Change the setting to automatically record at Accrual when user input Expenses at new bill
change the setting Xero can automatically record at Accrual when I input the Expenses at new bill dont lock the AP account we can change the automatically record account
3 votes -
Purchase Orders - Lock the PO number field in the transaction page
Currently the PO numbering is editable by the user. Can we disable / lock the PO number field be editable by the user? As we have encountered a control issue that user edited the PO number and the PO number that have changed has gone missing from our PO list. Thus, we need this enhancement critically so that we can have a complete PO listiing.
2 votes -
Invoice/Bill - Ability to automatically recognise user's division/branch when they enter bill or invoice
When a business has multiple branches or divisions, it would be great for the system to recognise who (from which division or branch) is entering the Bill or Invoice or Journal, and would automatically assign the correct cost centre to the transaction based on that (with the ability to override allowed or not in the user setup). It would also be good to be able to only allow reconciliation/viewing of that branch or division bank account instead of all bank accounts.
3 votes -
Bills to Pay - Export Overpayments as a negative to match Aged Payables report
Bills to Pay export report that contains Overpayments does not currently agree to Aged Payables report. The Overpayments are displayed as a positive value instead of a negative value. This means that the Bills to Pay export report is overstated. Please correct this.
2 votesTrying to better understand your idea here, Niamh - When you say Bills to pay export, would this be when exporting a list of Bills from the Bills to pay screen?
Overpayments for bills would be treated as credit available to be applied to a bill - Unlike Prepayments which would be treated as a debit that would be applied at a future date to a bill that has yet to be created.
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