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1606 results found

  1. Ability to issue progress payments on quotes /invoices to percentage claim certain items or expenses.

    Purpose: Users can see the progress of the payments from their customer just from one invoice instead of sending separate invoices.

    201 votes

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  2. Ability to add subtotals in the invoices.

    Purpose: Because some clients are questioning and would like to see more details, and having subtotals can satisfy their needs & wants.

    295 votes

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    Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.

    As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.

    In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers

  3. Ability to trigger notification when expense claims are awaiting approval and approved status.

    Purpose: So the approver can review the expenses faster and the one who’s asking for an approval don’t need to wait longer for approval.

    130 votes

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    Hey everyone, a big thank you to everyone who's voted and shared feedback on this idea overtime. We've heard your desire for changes to expense notifications.

    Great news! Our team is currently working on this, and we anticipate rolling out an update very soon. Once live, every user with an expenses approver or admin role will get an email notification when an expense is submitted and ready for approval.

    Also, once an expense is approved the user who submitted it will receive an 'expense was approved' email notification.

    I'll keep you posted and confirm here once the changes are live.🙂

  4. Ability to edit a bank account without having to delete the transaction and then re-enter it in the correct account.

    Purpose: Save time from deleting the transactions and entering them from scratch in the correct account.

    151 votes

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  5. Ability to add a second reference field.

    Purpose: Because when importing invoices from another system, it generates a unique invoice number, and the actual supplier's invoice number is used as the second reference.

    188 votes

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  6. Ability to replicate standard invoice branding theme appearance to look like online invoice.

    Purpose: To make the standard invoice appearance better and more presentable.

    31 votes

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  7. Ability to create email templates using HTML.

    Purpose: It’ll make users’ able to edit the email templates easily, especially when inputting their company logo.

    57 votes

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    We appreciate the interest in more customisation when sending documents from Xero, everyone. Currently in the space of new invoicing we have recently released a new send modal that enables the use of rich text formatting, and allows you to cc and Bcc emails.


    Currently this is limited to send of invoices with new invoicing only, however over time we will look at expanding this to other areas of Xero that you can send from. I'll keep you updated of any further enhancements surrounding this, here.

  8. Ability to add interest for the late payment. This includes part-paid too

    Purpose: Save time by adding the interest without having to delete the existing one and remake a new one with the additional interest.

    980 votes

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    Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

    As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

    We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

    That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

    In the meantime, as has been shared by others over time there are a few ways you could accomplish this…

  9. Ability to add 'comment' only lines on invoices that run the full width of all the invoice table boxes.

    Purpose: Users often want to add some comments specifically to a client in the line item.

    95 votes

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    Hi everyone, understand the difference between a description only line and what's being asked for in the idea here. 

    This isn't something we have planned at present. 

    We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco) 

    Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer. 

    We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share. 

  10. Ability to combine and hide line items in the invoices.

    Purpose: To have good accounting and tracking of sales without showing the client the breakdown of all the items involved

    208 votes

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    Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

    While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

    If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

    However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…

  11. Ability to see audit trail for all transactions and user activity in Xero.

    Purpose: So accountants and clients can work better, and can identify who did what in Xero easier.

    177 votes

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  12. Ability to add all contact details needed when creating a contact from a bill

    Purpose: Ease of use being able to create, and send invoices all within the transactions screen

    17 votes

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    Hi everyone, currently our product team in the bills space are focused on the modernisation of Bills, upgrading technology. 

    Over the coming months you'll see some visual changes as we build and release these updates to Bills. 


    While entry of a Bill and contacts will come this is not the core focus atm. We'll move the idea here back to Submitted and will let you know when there's movement. 

  13. To make users able to open different Xero organisations in different tabs.

    Purpose: To improve the accountant's workflow, rather than jumping into different browsers.

    88 votes

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  14. To see deferring expenses of bills that’s spread out over time.

    Purpose: To save time posting manual reversal journals and users’ can get the ‘economic value’ figure easily.

    17 votes

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  15. Applying discount on account payables invoices.

    Purpose: User doesn’t need to manually recalculate the cost of each item

    91 votes

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    Hi everyone, thanks for feeding back to us here. Understand the rationale for wanting to be able to apply discounts on bills in Xero, similar to how you can with Sales invoices. This is something our team would like to develop into bills, however there are a few other important pieces of work that need attention first. So, for the time being we'll leave this as Submitted but as soon as there's movement we'll update you of any change through the idea here. Thanks!

  16. Make it mandatory to add tracking to items where available e.g Purchase Orders, Invoice, Bill, Expense

    Purpose: Prompt for users when manually entering invoices, and assurity that each line has been allocated to a tracking option

    224 votes

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  17. To have the ability for customers to pay deposit through invoices

    Purposes: Business can just send one invoice to customer/client, so they don’t have to send multiple invoices when it comes to part payment.

    394 votes

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    Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

    ✍️ If this is something you’d like to be a part of, please …

  18. Ability to have a flag feature when potential duplicate expense claims are uploaded.

    Purpose: To make users easily noticed when the same/similar expenses are already uploaded.

    32 votes

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  19. Ability to add date columns for individual line items.

    Purpose: To make users easily put a date for each item. The scenario that can benefit users is for them to show a specific date of when the product/service is delivered.

    186 votes

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    Hi everyone, we appreciate the interest in being able to add dates to individual lines of an invoice. Currently our team are focused on improvements to new invoicing and we want to be upfront we don't have any plans for adding a date column to the details grid within an invoice atm.

    Right now if you do require dates for individual line items we'd recommend adding these within the Description field of the line.

    We will continue to review this as we continue to evolve the product. If there are any updates or changes, we'll share this all with you through the idea here. Thanks

  20. Ability to give users options to customise various graphic reports on the dashboard.

    Purpose: Users’ can easily see the graph and business performance from the dashboard.

    46 votes

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