4574 results found
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Repeating invoice - Set Frequency for price/amount increase
Repeating Invoices - automatic price increase
We have several client contracts which include 5% price increases per annum. It would be great if you could create a repeating invoice and specify a percentage to increase the amount by on its next repeat
17 votes -
Bills - Wrap tracking category in field
Can the tracking category be "text wrapped" so that the full description can be seen? I often have to click edit to see the full description of the tracking category which takes takes time.
- see image attached... The account description has 3 lines, please could the tracking category also have space to see full description.
Thanks3 votes -
Make projects better
Projects - Make the entire Projects experience better. Today is May 17th 2024, there are currently 300+ ideas, suggestions, and requests here related to Projects, few of which have even been responded to by Xero. It seems clear that Projects is the red-headed step-child of the Xero platform, always the last to the table when the development team starts talking about updates.
For those of us who run project-based businesses, the features requested on these pages are CRITICAL to our ability to understand how our business is doing. I'm calling on Xero to put more energy into building out Projects…
30 votes -
Repeating Invoice - Do not trim the Reference to 15 characters
The Repeating Invoices reference number is cut off which make it difficult to very navigate and find the correct Repeating Invoice to edit.
For invoices in other states (draft, pending approval, pending payment, etc.) the reference is properly wrapped which makes it easy to find what I need.
For Repeating invoices however, I need to open one by one to find the right one because the reference is cut off. there is no reason to cut off the majority of the reference - at least help wrap the text so that all the reference shows. It is especially cumbersome when…
1 vote -
AU Payroll - Add 'Save & Next' button to top of employee pay details screen in Pay Run.
In Xero Payroll, it would greatly improve efficiency if the "Save & Next" button appeared at the top of the employee pay details screen, not just at the bottom.
For businesses with detailed pay setups (multiple earnings lines, deductions, reimbursements, etc.), scrolling to the bottom of every employee’s pay screen just to click "Save & Next" is time consuming and disruptive to workflow.
Adding this button to the top would:
Streamline navigation during pay runs
Reduce unnecessary scrolling
Improve accessibility for users reviewing multiple employee pays in one session
This small UI change would make a big difference for payroll…
1 vote -
Exclude Auto Save from History and Notes
Exclude new auto save updates from History and Notes. It made sense to save these when it was manual but now it just clutters the history so badly with every auto save creating a new entry.
4 votes -
Tracked inventory - Add opening stock when creating new item
When entering a new stock item, there isn't an opening to enter opening stock.
We need to create the item first then enter the quantities in an adjustment tab.
It makes sense to make adjustments to items already created, but surely we should be able enter an opening stock value when creating an item, this would save us a lot of time.2 votes -
Invoice History - Add CC'd Email Addresses for Complete Audit Trail
Ability to cc and bcc when sending emails from xero.
This would be very useful as we have many clients that like to have various other people copied in.
2 votes -
AU Payroll - Ability to pay staff with joint bank account in same pay run
Please enable the ability to pay staff with a joint bank account in same pay run. We currently have to pay two couples with a joint bank account into separate accounts each run. Xero does not permit two payments into the same bank account in one pay run. I have confirmed with our bank that this is not an error on their end. Xero support have informed me that this is not a function that Xero currently offers.
5 votes -
Invoice reminders - Custom date and time
Being able to customise the invoice reminder so it only goes through during business hours and during working days M-F.
11 votes -
Capture incoterms under Contacts & Invoices
It would be useful to capture Incoterms on a contact by having a dropdown selection for them. Additionally, if this information can be carried over to the invoice screen, it would be beneficial.
2 votesHi Amanda, in lieu of having a direct field and selection for this in Xero perhaps an option could be to add this information to the Notes of the contacts record, or attaching as a file to the contacts record.
Appreciate this doesn't automatically flow through to the invoice.
We'll start to get a feel of the interest for this feature through your idea, here.
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Notes - Ability to Tag users
It would be really useful to be able to tag users in the notes of documents, like to create a task or ticket so they are aware of whatever is needed to be changed/be aware of regarding a certain bill.
Otherwise an internal communication/ ticket/email needs to be sent, this would simplify all the daily work and make the notes actually useful10 votes -
Bills View - Option to view next bill
Why is the next bill feature no longer available in bill preview?
The bill preview is a great feature in awaiting bills, allowing you to view the bill and xero transaction at the same time, before you schedule a bill for payment. There were up and down arrows allowing you to move through all the bill transactions & their respective invoice/s that were awaiting payment.However, in the last week it is no longer available. You have to keep clicking in and out of each bill to preview. Its time consuming. Can we please have this feature back?
2 votes -
Invoicing | Payments - Using tab and enter
Most people using accounting software are keyboard proficient. Having to use a mouse to see and click on drop down lists is inefficient. This is particularly bad when applying payments to the new invoicing system. I can see you've updated this so that you can tab across when you're creating a new invoice - please extend this functionality to the payment field. (All we really want is for you to #BringBackClassicInvoicing)
2 votesHi Amanda, are there any particular fields you're having issues tabbing through in the payments window? We recently released a change so you can now type in dates rather than having to choose from the calendar.
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Bills - Change draft bills to spend money
I would like easier access for entering multiple spend money transactions with a preview screen
I suggest either;
1) a separate email to send spend money receipts to like bills have; or
2) when entering spend money transaction, after clicking save and add another, allow the preview pane to be available after attaching a file so you can still see the details of the receipt when entering (just like the preview is there when you enter a spend money from the files section) otherwise you have to go out of spend money and back to files just so you have…
3 votes -
NZ GST - Export file to include "GST Return" in naming convention
The new modernised GST returns in Xero no longer export the report name in the exported file name. The document only has the client name and date, not the report type anymore. Should say "XXXX Ltd 30 11 2024 GST Return", whereas it currently only says XXXX Ltd 30 11 2024". Inefficient to have to manually add the words "GST Return" for each report produced in Blue Xero when sending multiple documents to clients. Is there a way to get it back? Within the document itself it says the report type, but would be preferred to be included in the…
6 votes -
Xero - Version for Local Government
Hi Xero team,
I’m reaching out from a regional local government in Western Australia. We want to use Xero and appreciate its simplicity and usability. However, we’ve found that Xero’s current design is limiting for local government requirements — particularly in terms of transaction volume, internal controls, audit reporting, governance, and integrated project accounting.
I believe there’s a compelling opportunity for Xero to consider developing a dedicated “Local Government” edition or expansion, especially tailored for smaller regional councils. There are over 500 local governments in Australia, many of which are seeking modern, cloud-based, ERP solutions that balance simplicity with the…
2 votes -
Expense claims - Choose which fields are optional
Adding a feature in Xero that allows finance admins to designate specific fields on expense claims as mandatory or optional would ensure consistent data entry, improve financial tracking, and streamline the approval process.
Key Benefits:
Enhanced Compliance: By making certain fields mandatory, such as business function or event tracking, admins can ensure that all necessary information is provided, reducing the risk of incomplete or incorrect submissions.
Improved Data Accuracy: Mandating specific fields ensures that critical data, like cost centers or project codes, are always captured, leading to more precise financial tracking and reporting.
Flexibility: Different organizations or departments may have…
12 votes -
New invoicing - Ability to view as tax exclusive (when entered inclusive)
In the "New version of Invoicing" disappeared an amazing function - when you open an invoice after it has been approved, it always displays as tax exclusive, even if you entered it as tax inclusive. In the new version if you approved an invoice tax inclusive it ONLY shows it as tax inclusive. Can you please add the feature of seeing both versions of the same invoice.
And another feature that disappeared in the new version is to see account number, not just the name of the account. Can you add it back too? And move it back to the…31 votesThanks for raising the idea here, Maria. Will be good to get a sense of the interest in being able to view invoices as exclusive when entered as inclusive. We don't have any immediate plans for changing this but I'll be sure to let you know if there's any change.
We have a separate idea tracking the ability to view the account number that I'd recommend joining for any information or updates around this.
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New invoicing | Send - Find email
With the old Invoice system, the message will correctly prompt the email address for that contact. If I choose instead, to send the message to another contact email first, I simply clear the prompted address and begin to type the intended address and the full address is usually prompted after typing the 1st 3 letters. Is there a way we can make the NEW INVOICES do this? Surely this can be done in the new Invoice Format..???
11 votes
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