- or
1739 results found
-
Invoicing - Ability to select payment details, without needing separate templates
I have a lot different invoice currency which the customer should paying into respective bank account according to invoice currency. However, the invoice template now is having single standard terms which i have to list down all bank accounts in the invoice. There is also limit for creating custom invoice template but it is also not an good idea to create different template just to follow the bank account currency.
Hope that Xero can create the filter for user to select the terms that match the criteria. Thank you.
1 vote -
Xero - Sync multiple Xero organisations to an external invoice program
Be able to sync multiple Xero organisations to the one external program (for us it's Splose) to allow invoicing from one program to split to appropriate Xero organisation.
2 votes -
New invoicing - Display price, quantity and VAT when viewing invoice on web via mobile
Customer/recipient view of invoices on mobile should display price/quantity/VAT.
Majority of our customers review their invoices on mobile browser. We use zero-quantity line items to include extra information/detail in our invoices, but the new format cuts out price/quantity/VAT when viewing an invoice on mobile, so these lines appear blank/empty.
Other invoices, where customers want to review the price and quantity on their invoice, not just the line total, are similarly inaccessible.
Understand that these areas have been removed to keep the mobile invoice condensed, but it now means key information is missing from the invoice, and is resulting in more…
2 votes -
Subscription - Option to issue Xero subscription invoices in EUR
I would like to have my monthly subscription invoices in EUR instead of the standard USD invoices that Xero Global issues. There are a lot of European countries that fall under Xero Global by default but paying these invoices makes us incur unnecessary bank charges due to FX. Please amend and let us decide on the invoicing currency for our subscriptions.
5 votes -
Billable Expenses - Add Project Billable Expenses to Draft Invoices
Please implement a feature allowing users to add billable expenses assigned to Projects directly to an existing draft invoice.
Currently, users can only add billable expenses directly to a draft invoice if the expense is assigned to a Customer. When expenses are assigned to a Project, they can only be invoiced through Projects. This causes issues when an expense assigned to a Project is has been missed, and needs to be added to the draft invoice. The current workaround requires deleting the draft invoice and starting the invoicing process again, which is time-consuming and inefficient.
13 votes -
New invoicing - View all billable expense detail at once
Please squeeze all the information in a box as the old version? the new stupid design and layout really make our job harder. i have attached the pics of the comparison for your reference.
2 votesThanks for including the screenshot comparison, Xinrou. I've made sure to share back with the team and we'll let you know if any plans are made to improve this view, here.
-
New Invoicing - Option to turn off the "Add contact's last items"
- Because I will NEVER use this button, so it's just another box I have to TAB through (seriously worried about getting OOS with all the tabbing I have to do now...)
3 votes -
Invoicing - Send customer receipts to a mobile phone
Would it be possible to send a customer receipt to a mobile phone/cell phone?
1 voteNice to hear your interest in this, Sarah. While we don't have immediate plans for sending invoice receipts to customers via SMS, as you may have heard we've made steps in this space with sending of invoices via SMS now available to AU customers, and in the works for the US - See my update on this idea.
We're continuing to expand on this feature for the time being but we'll continue to track interest in your idea here and share if there's any plans made. 🙂
-
New Invoicing - Use the same button layout as other transaction entry screens
Why are the attach file buttons in the opposite order in New Invoice from the likes of Bills and everything else?
2 votesThanks for also sharing screenshots, Moyra. Appreciate wanting consistency in actions across Xero like this. New invoicing is built on updated technology, bills and other pages you see across Xero with the image in your first screenshot are yet to under go this update, however as we get to them they will adopt the same similar components and layouts that you see in new invoicing today. So while I'll move your idea here to not planned as we will not be updating the buttons in new invoicing, you can expect to see this same layout in other places across Xero overtime.
-
Invoicing: Option to 'Add for eInvoicing' when receiving invoices from other Xero Organisations
Rather than requesting or sharing the Xero Network key, if we receive an invoice from a supplier that is submitted through Xero .. we should have an option to add the supplier for eInvoicing with a clickable button "Add supplier for eInvoicing in future" .... this way, as a customer, I am in control and opt-in myself rather than administrative burden of requesting / sharing network keys
2 votes -
Contacts - Add a Job Title field
To be add the job title of a primary person and additional person in a contact details.
Xero is not a CRM but to manage the invoicing and bills relationship with contact, it could be great to know the position of the person on the other side.
It could be a great add-on as to know to whom we are addressing our email in the contact company.78 votesHi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
-
Repeating Invoices - Generate invoice before invoice date
Ability to make repeating invoices to be generated to an earlier date without having to change the setup.
Purpose: Users’ can sometimes ask their customer/client to pay the invoices earlier.
204 votes -
Invoices - Permanently delete invoices.
Ability to delete invoices permanently in Xero.
Purpose: To make the lists of invoices looks cleaner, as the voided invoices will not be listed there. Especially for the ones that’s created accidentally.
173 votes -
Invoicing - Invoice multiple contacts of a group, but not all of them
There are times I want to create several invoices within a group, but not the whole group. For example, in the Equine Lessons Group, there are contacts who take private lessons, group lessons, and/or homeschool lessons. Each contact may also be at a different skill level, therefore a different class. I would like to be able to select which contacts to invoice for Level 1 Homeschool Lesson, or for Level 3 Homeschool Lesson, or even Equine First Aid, depending on who, when , and what course is being taken.
1 vote -
Sales Invoices - 1 Trillion On Line Items
Hi,
I would like to see the invoicing feature of Xero increase from 9billion per "Line Item" to 1trillion per line item.
Thankyou
Darren1 vote -
User Role - Reconcile without access to approve invoices
Being able to customize each user role is quite important as every person in every company does something different. Giving them access to systems they shouldn't have because the User Role they need to do their job allows them access to these other areas is a security risk in general.
Putting in Custom Roles will also allow companies to adjust the Users to their Company Policies for controls.
This is the main reason I am posting this, as we are soon bringing on a new junior accountant where I will need to give them "approval" rights for Invoicing and a…
76 votesAppreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
-
Contacts - Automatically remove archived contacts from groups
Please automatically remove archived contacts from any previous groups, or show those groups on the archive page. the new group invoicing keep including archived contacts and showing errors. the only way to remove people from groups is to restore them, remove them from groups and the archive them again. with over 1100 contacts this is a mammoth task and one i don't have time for. it was all working fine before you changed to new invoicing, you made the problem, you should make the solution.
5 votes -
New Invoicing - Allow to type the Bank Account in 'Add Payment' screen
KEYBOARD ACCESS IN ALL FIELDS IS CRITICAL
Xero users know how a keyboard works and I'm sure many find its use preferential to having to continuously move a hand to the mouse to engage dropdown menus. This needs to be available in all areas of Xero.3 votesHi team, from the payments window when you're on the Account field if you press 'Enter' on your keyboard this will open the field. From here you can type to search and select the bank you'd like.
-
Bills - Include a tracking order under inventory/product items
Include a tracking order under inventory/product items. For e-invoicing in Malaysia, a classification code must be tagged to each product items when issuing the bill. This is mandatory as the e-invoicing would need to be validated by the tax authorities. Including this classification code simplifies the coding for each product items and this would avoid running into errors during validation with our tax authorities.
3 votesThanks for submitting your idea on Xero Product Idea's. 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.
-
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?
1 voteHi 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.
.png){kind=link}
.png){kind=link}
- Don't see your idea?