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2287 results found
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Contacts - Set default settings when adding new contacts
Have the ability to set default settings for every new Contact you add to Xero.
Our default tax will always be Tax Exclusive for example. We should be able to set this as the default to all new contacts added, as well as:
Default account
Currency
Invoice Theme
Invoices Due DateCheers
15 votes -
Lock dates - Ability to edit reference of an invoice in a locked period
Sales Invoices - Ability to edit a purchase order number on approved/sent invoices when accounts period is locked.
Purpose - ease to amend non financial adjusting information.
20 votes -
Sales Invoice - Include files attached to an invoice when sending
Ability or setting to default include files attached to an invoice when sending from Xero
Purpose | Steps are currently involved to include files that are on an invoice when sending the invoice to a customer, an option like this would ease the process of including files that a customer needs to have access to and see when they received their invoice
305 votesThanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
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Invoices - Add invoice number when invoice is Approved
Recently found out that draft invoices are assigned a number once created, even if they are eventually not approved and deleted.
For accounting reasons in Spain, the numbering on all invoices presented has to be consecutive and the fact that draft invoices are assigned a number from the same sequence causes a problem. So basically if a draft invoice ends up being deleted, then when presenting the invoice list to the tax authorities, there is a number missing, which could cause a problem.
My suggestion would be that the sequence number is not assigned until the invoice has been approved…41 votes -
Invoices - Unapprove option
Ability to unapprove invoices once it’s already approved.
Purpose: it’s easier to have this feature if users approved the wrong invoices by mistake.
497 votesThanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
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New Invoices - New Contact search address by postcode
As the new invoicing is no longer optional. I believe this issue must be addressed for all customers in the United Kingdom.
When adding a new contact upon invoice creation, allow us to search for the address via postcode like we used to. This could be achieved by postcode search ABOVE Billing Address, then auto-populate the billing address based on the input post code.
Note there were many issues with the search results which must also be addressed (See: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46289185-contacts-improve-uk-postcode-lookup)
OR alternatively allow us to simply input the full address as one line and YOU automatically digest it and…
17 votes -
New invoicing - Warning when 'Invoice was unable to be sent'
Recently half of the emails I thought I had sent were 'unable to be sent'. I had no idea until I became worried why my usually reliable clients had not paid me on time. After looking I saw this message on the 'History' trail.
My suggestion is that where an error occurs like this there is a significant error message signal e.g. a box comes up or things are highlighted in red and bold.
Cashflow is the lifeblood of any business and if the system is unable to send an invoice this could have serious ramifications for Xero clients.
I…
2 votes -
Reporting - Automatic generation and emailing of reports
Automatically send email reports every month.
Purpose: Users can set up recurring reports to the dedicated person consistently at the same date.
716 votesHey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
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Reporting - Sort account transactions by Date, not just by Status
Sort account transactions by date not just by status.
I think this is how the old reports were.1 vote -
Reporting - Ability to set a Default Date for reports
When using the old reports, when you opened them up they would show the current month. Now they show 12/31/22 which is useless now that we are into March. They should either default to prior month (which is what QBO does) or current month (which is what Xero used to do).
12 votes -
Sales Invoice | Delivery address - Update for individual invoice
Delivery Address:
To have the ability to add a delivery address when raising an invoice that can be printed onto the invoice. This would need to permanently save the delivery address to that invoice. When a new invoice to the same customer is raised then have the ability to enter another delivery address if required without effecting the previous invoice delivery address.
93 votes -
Invoice - Allow Excel formulae in invoice fields
In due date fields (and why not other fields), allow Excel formulae with invoice fields as variables into the formula to drive the default value. The existing constant value is a valid excel formula so would be backward compatible.
4 votes -
Invoice reminder - Auto include PDF of invoice
In invoice reminders you do not have the option to add the original invoice as a PDF. My customers accounting teams do NOT follow links in emails (against security policy), but can read an attachment (as long as it is PDF). I would like this added as an option on invoice reminders.
86 votes -
Projects - Keep items in the same order when invoicing
When creating an invoice from a project-keep items in the same order as they appear in the project. It is very confusing when all the items are in different places than they were in the project and I have to reorder everything.
2 votes -
New invoicing - Auto tax rate to recognize non US address
Had to switch back to Classic INVOICE again... Because new INVOICE does not work...
Auto tax rate for us in the US can be a good feature if implemented with smarts... That seems to be a big IF... Some of us do business internationally. So not all our invoices are for US based customers.
Creating an invoice for a customer in Germany... !!!Unable!!! to complete the INVOICE because Auto tax rate insist I have to have a state for it to work???
IT IS IN GERMANY... No state required and being outside of the US Auto tax rate should recognize…
2 votes -
Invoicing - Notification when an invoice or document is modified
We have had a number of issues relating to modified invoices / documents within Xero. It would be great if there is a way we can setup alerts or email notifications each time certain documents are modified such as invoices or figures on forms etc. This would allow our Financial Controller to oversee all changes made on a global level.
1 vote -
Sales Invoices - Issue progress payments on invoices for project/instalment
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.
220 votesThanks for all your feedback around being able to issue progress payments on sales invoices.
Right now as noted by others in the idea, one option for processing progress payments in Xero could be to use a draft invoice to keep track of the total amount, and using Copy to create new invoices for each progress payment, linking them back to the original project or quote in the description. It’s not a perfect solution, but may help manage the process.
We've been listening to your feedback and know there are multiple ways businesses operate - and we're exploring solutions for these workflows such as progress payments, and additionally, the ability to accept a deposit from a single invoice.
While we're unable to provide timeframes around this just yet, please know that this is a priority to us and we'll keep you updated on the progress through this idea.
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Reports - a comparison of the quarter to date actuals to the quarterly budget
We would like the ability to prepare budgets based on quarterly reporting, but enable a comparison of the quarter to date actuals to the quarterly budget
2 votes -
Credit note - Ability to set an expiry date
Hi all!
I'm a one man band IT business, and I've just started being put on retainer by a company which is great, however I'm finding accounting for the retainer to be a bit burdensome.
Currently, my plan is it add the retainer's ammount as a credit note at the beginning of the month, and then somehow nullify any remaining credit at the end. However, I was wondering if it would be possible to add a way of managing retainers separately and more efficiently from credit?
Or even just having the option to add an expiry date to a credit…
3 votesGreat to hear how you're currently using Xero with Credit Notes to manage this process for yourself, Joseph. I've slightly amended your idea for being able to set an expiry for a credit note as it's quite unlikely that we'll look to create a completely new feature for managing retainers.
Having a quick look at some of the other ideas raised in community, it looks like some people maybe using SimPro as a means to manage these, alternatively you could explore apps in the ecosystem that may meet your needs. 🙂
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Notification - Reminder to employee to enter Timesheets
An option within the employee page, once selected, to send app notification reminders that timesheets are due by specific date/time.
145 votesHey folks, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding timesheet reminders ⏰
We understand that the ability to easily remind employees to fill out timesheets would make things easier and save you time.
Our product team is currently investigating potential solutions for this but at this early stage there are no specific time frames available. We’ll be sure to let you know if there’s any change, though!
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