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2224 results found
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New invoicing - Use persons name from Contact record (rather than contact name)
We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even…9 votes -
Cash Coding - Date filter for Cash Coding
Can we add a date filter within the cash coding tab so we are able to only cash code transactions for a particular period?
7 votes -
New Invoicing - Separate Email button, instead of a 2-click selection
The email invoice button on the new invoice template has moved from a main button to now being in a sub menu in the three dots, adding a click to the work flow.
But Print PDF is still a button on the main invoice template.
In an era where email is preferred over a printed PDF in the post, it would be nice to retain both EMAIL and PRINT as main buttons on the new invoice system. Seems extra work when you are sending a whole load every day for bigger companies.89 votesNot a separate button in itself, however we’ve released some new shortcuts that’ll save you all the clicks here!
Thanks for all sharing your flows and the efficiency you found in being able to easily select to email your invoices. Listening to our customers feedback we know improvements to reduce the amount of clicks for actions in new invoicing is important.
We’ve just delivered a range of keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry.
Now you can easily bring up the send modal within a Draft, Awaiting Payment or Paid invoice by typing Alt-Shift-M (or Opt-Shift-M on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of…
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Invoicing | Contact Group - Add attachments when sending invoices
Provide functionality in Xero to add attachments to a group invoice.
Annually when we issue membership
subscriptions there are a number of attachments that need to be included with the invoice, this is currently a manual process. Adding the sane attachments to over 80 invoices is time consuming and tedious.Given Xero has this functionality already, it should be expanded to include the functionality of adding attachments when creating an invoice o a contact group.
9 votesAppreciate your feedback here, everyone. While we've recently released contact group invoicing with new invoicing, the ability to attach and send an attachment has not changed for the time being.
Contact Group invoicing will only create draft invoices for the contacts within that group, so you'll need to attach any documents to the individual invoices that are created and select to include these with the invoice when sending.
We'll continue to review this idea as a future enhancement, and I'll let you know if there are any changes planned, here.
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New invoicing - Change options when printing from 'Cancel' to 'Leave as is'
New Invoicing. I see we got the ability to mark as sent when printing, which is great and fixes one of many defects which made me go back to classic a year ago. But the prompt that appears is bizzare and confusing. Classic always had "mark as sent" or "leave as it is" ... however new has "mark as sent" or "Canel" - which implies cancel the print job - except it doesn't (the x does this)... So on one hand a user if confused by cancel if they want to print without marking as sent, and 2 if…
3 votes -
Profit & Loss - Default date of Custom category column to follow report date
In response to the "Custom Report - Update-able date column" idea (now closed), you recently added the option to 'Follow report date range' so your custom date columns will automatically update based on the date you run the report for.
Why (on earth!) is this not the default behaviour? This is what I thought should be happening and have spent ages, included a support session, trying to sort out the implication of it not working as expected. The column date should normally reflect the report date, surely.2 votes -
AU Payroll - Include date range in exported version of Payment Summary Details report
When running the Payment Summary Details report for a previous financial year, the report does not show the dates of the financial year the data belongs to. The report is titled Payment Summary Details as at Today's Date. For example: it should show Payment Summary Details reporting period 1st July 2017 - 30th June 2018. For audit purposes, there is no way of determining the date range the reported data relates to.
24 votes -
Bank reconciliation - View date last manually reconciled
Is there an option to show "Manual Bank Reconciliation Date" rather than Reconciled Date? The reconciled date is system generated and it does not mean much if the balances are out to start with. This would allow the user to know when bank rec was actually performed by a human.
4 votesHi Jo-Ann - when you say you'd like to view the date the bank account was manually reconciled would this be on the org's Dashboard?
As a means of viewing this information at present - you could run the History & notes and view only Bank transaction items where you'll see the name of the user and date that the last transaction in the org was reconciled. 🙂
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Invoicing - view contacts last few invoices (at least 5)
Hi Xero Team,
I’d love to suggest a feature that would really improve efficiency when invoicing clients with recurring or frequent billing.
In QuickBooks, when selecting a contact on an invoice, it would show a quick reference of that client’s last 5 invoice amounts. This helped a lot with ensuring consistency in recurring invoices, especially when amounts vary slightly month-to-month.
In Xero, the “Add Last Item” toggle doesn’t quite solve this, since many clients have more than one invoice per month — so it may not reflect the most relevant or recent invoice for the context.
It would be amazing…
1 voteThanks Dusanke, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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New Invoicing - Selecting Print to trigger autosave
Packing Slips need to print what is on screen. Xero how about you create a rule to check what is in the Packing Slip fields and make sure what is going to print also matches. Don't expect the users to have to check what they are printing actually comes out of the printer correctly.
This is the response I got from my Trouble Ticket on this issue today, which suggests the users "wait a few moments to allow the auto save to complete."
New invoicing is very frustrating, why should we have to wait for something that works perfectly well…2 votes -
E-Invoicing - Dual language support (English and Arabic) for ZATCA (Zakat, Tax, and Customs Authority) compliance in KSA
To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.
- Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.
A. Using a Third-Party Integration App
Search for ZATCA-Compliance Apps:Go to Xero Marketplace and…
6 votesHi Saqib, while we’re unable to offer eInvoicing in your region at this time, you could look into third-party apps available in the Xero App Store that support eInvoicing.
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Invoicing - Move Delete Button
Is it possible to move the delete button away from approve button in Sales Overview.
When approving invoices, have too be very careful with delete button right beside approve.Cheers
Gene5 votes -
New Invoicing
Not all businesses want to set up credit card payments. We actually use another system to generate our invoices as they are complex. I have been repeatedly asked to set up stripe and an authenticator with every step when keying in new invoices - I do not want to do this. I started to investigate and have now been charged $59.99 for an authenticator I do not need. I am incredibly frustrated and want my money back. I have contact the app company however it was xero's repeated badgering that caused the error. please remove the call to action
2 votesThanks for the screenshot, Nicole. Appreciate if you're not intending to set up credit card payments that this continuous pop up would be frustrating. This indicates that the Stripe payment service setup was entered into at some point but hasn't been completed. You should be able to stop this from appearing by removing Stripe as a payment service from your organisation. We have some help on doing this, here.
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E-invoice - New e-invoice notification
e-invoicing notification
It would be great if we could get some kind of notification when an e-invoice was received into draft. Without going into our process, not knowing when a e-invoice was received will cause delays in processing as well as paying it.
25 votes -
New Invoicing - Show stock level when adding a Tracked inventory item
When typing a quote, available stock used to show (when you typed a figure in the "quantity" field (if available stock was less than required the open window would turn red) but it doesn't now. It would be great if this feature were also added to invoices (and quotations as before) so that one didn't need to check stock on a different page for each item being invoiced. I note that it shows when typing a credit note, so it must be possible!
168 votesHi everyone, back again and pleased to share that viewing stock on hand is now with all users in new invoicing!
We appreciate the engagements you've all shown to let us know the importance of this feature when invoicing and how being able to view how many items of tracked inventory you have when invoicing, enhances your workflow. Thank you for feeding back and sharing your thoughts with us here.
Do keep joining, or start new ideas to let us know further changes you'd like to see developed.
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Invoicing - Add a QR Code to view the invoice online
QR Code on Invoice that goes to same web location as the 'View your Bill Online' link on Invoices.
Currently, a Xero Invoice can have a link displayed for easy/direct payment by customer.
I would like to see the option to include a QR Code, embeded within the EMAIL sent to customers, and on the PDF attached to the Email, that translates to the same link, allowing for easy payment of printed invoices at time of delivery.
Great for 1st time customers, Pay on Delivery or COD customers.
10 votes -
Lock Dates - Allocate Overpayments to Bills before a Lock Date
when doing allocation between an overpayment and a bill, if the invoice is dated within a locked period you are unable to do the allocation, it would be good if you could just do the allocation without having to open the period.
17 votes -
New invoicing - Make the "Approve" button floating at the top of the screen
We have monthly invoices and we have multiple lines, sometimes 100+. With the new invoicing, the approve button is at the top of the screen and I have to scroll to the top every time I got to check the total prior to approving. Can you please make the 'approve' ribbon fixed at the top of the screen when you scroll down?
4 votesThanks for your feedback, Dane. This isn't something we have direct plans around atm and we'll track the interest in having this option as a floating button, here.
You may find using the 'Home' button on your keyboard helps to quickly navigate back to the top of page for now.
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New invoicing - Move CIS labour income deduction to bottom of invoice
Keep the CIS Labour Income Deduction line at the bottom of the new invoice format.
why has it been moved to the top of the invoices on the new layouts??
12 votes -
Contact List - View contact group and last activity date
In Xero, under All contacts, would be great if we & please add had more columns or choices to add certain column of attributes of the contact showing if they are in a group, and possibly a last action date of last transaction, so that any can be easily Archived, when they haven't been accessed in a long while. Thanks!
19 votes
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