- or
226 results found
-
Xero Mobile app - Ability to Delete/void invoices
Need to be able to void/delete invoices on mobile app. (Not have to do it via xero on computer)
VERY frustrating for clients who invoice daily from their phone and need to void or delete an invoice.9 votes -
Bills - Previous/next button to go straight to the next bill/invoice
being able to use a next/previous button to toggle through bills and invoices without using the main bill or invoice to find the next document. Be able to amend bill/invoices without missing any.
14 votesGood news team, quick view is out and this is now available to everyone. As you'll see from the bills list view there is now an eye icon that shows a right side preview of your bill when clicked. To simply move from one bill to the next use the arrows above your bill view. This makes it even simpler to take bulk action on multiple bills at once without having to open and review each individually.
Thanks for your feedback and sharing with us here on how we can improve Xero for you. 🎉
-
Sales Invoice - Ability to enter all contact details from an invoice
You can now create a contact from an invoice. Great, this was overdue.
Why stop at only allowing some of the details though? Weird.
Now I have to go back into the contact and edit it to add Company name etc.
It's just creating more work when I could have done everything from the one spot.
Please fix!6 votesSorry for not updating you here sooner, team. We've been making a lot of changes within new invoicing. One of these being enabling you to enter more contact details from the new invoicing screen, without having to navigate away.
You'll find you can now enter the contact name, email, billing address, delivery address, and phone all from the contact card within a new invoice. These details will be reflected without the need to refresh the screen 🙂
-
Invoices: Set due date as from receipt of invoice instead of from creation
Ability to select a date that says payment is due upon receipt of this invoice. This is "due date" is used just as much as net terms of 30 days.
5 votesHi community, returning to the idea right now you could enter a Due Date that's the same as the Invoice Date (or set it to whatever the date is when the invoice is being approved and emailed).
Additionally if you'd like to specify the text that appears (such as 'This invoice is due upon receipt') you could either:
- Add this into the ' Terms & Payment Advice (Invoice and Statement)' on a Standard invoice template, or
- Add this text into the Footer of the invoice template on a Advanced branding theme
-
Sales Invoice - Add Primary person and email when adding new contact
When generating a sales invoice for new contact to have the ability to add the primary contact name and email so that email can be emailed to primary contact name without editing the contact first.
11 votesHi community, sorry we've not looped into this idea sooner. You'll now find with new invoicing that you can add a new contact and their details, or edit a contacts details without having to leave the page.
When you add a new contact, this'll open the modal for the Contact card and from here you can add the Contact name, Email, Billing and Delivery addresses, and or phone number.
-
Invoices - Include field for phone number when adding new contact from Invoice
When you invoice a new customer you get the option of "Add address" which is great to quick add their email address and postal address. Can this also include adding the phone number? Currently the only way to add the phone number is to go into contacts and add it that way but to me it is a much more important detail than postal address. If I need to chase up anything to do with the invoice i don't send the customer a letter, i call them so i do need to input their phone number and just want a…
4 votesHi team, this is now possible. Within new invoicing you'll find we've enhanced the contact card that allows you to add or edit contact details on the fly. From this card you can now add or edit the Contact name, Email, Billing and Delivery address, and Phone number. 🙂
-
Bills - Bulk create Purchases invoices
Ability to create purchase invoices in bulk.
Purpose: To save time rather than having to manually create purchase invoices one by one.
7 votesIt sounds like you're looking to create supplier bills in bulk. If so, you can do this by importing them using a CSV template, which you can download from the 'Purchases overview' screen in Xero.
There's more info on how to do this here: Import bills and credit notes.
-
Xero - Maintain previous design style in Xero
Keep the Xero Classic Look everyone preferred.
The design of the New Invoicing, Bills and Fixed Assets pages are sadly reminiscent of an excel spreadsheet.
One of the enjoyments of the Xero software compared to its competitors are the fresh, clean pages that make it inviting to use. When changing to new function, Xero has changed its design elements and is missing the 'attractiveness' that has been part of Xero's signature branding.
Specifically black text, flat checkboxes, grey cell borders and grey column headers makes it feel like an outdated 1990s program.
I am hearing similar comments from my…
5 votesAppreciate your feedback here, and I've shared this back with our teams at Xero. We want to be upfront that as we continue to develop Xero products and features and update technology, this will ultimately result in some change to designs, actions and flows.
Product ideas here is a great place to share what improvements we can make in specific features or how we could develop new features that would enable you to grow your businesses.
As we make decisions around new experiences we're keeping customers front of mind. Our product teams regularly review feedback and consider asks from our community in product ideas. We also do thorough testing before changes are released, to try and make transitions as smooth as possible for our customers.
-
Customer Activity Report - Ability to only show invoices and payments
Ability to only show invoices and payments in the report.
Purpose: To show simpler information when seeing customer activity reports.
7 votesHey community, 👋 thanks for all your support on this idea, and apologies for the late update here but I'm switching this idea across to delivered!
Our Customer Invoice Activity report can now be filtered to include only certain transactions types 🎉 To show just the invoices and payments, you can filter the Source by Receivable Invoices and Receivable Payments.
For more information check out our Customer Invoice Activity report.
Thanks again for your feedback, we appreciate your contributions.
-
Invoices: Ability to add or minus a bulk amount on an invoice
The ability to add or minus a bulk amount on a invoice(not just a discount)
PercentageWould be great so can add fuel levy in or minus a amount off the total of invoice
That you need ect.3 votesHi all, as previously shared this is possible by adding a new line to your invoice. You can add both positive or negative lines to the invoice to change the total amount.
Alternatively rather than a line in itself you could use new invoicing to discount each line by a total amount.
-
Invoices/Bills - Discount the unit price, not the entire line item
Ability to add a discount for unit price just for a single line item.
Purpose: To save time from manually allowing percentage discounts.
16 votesHi community, this is possible for invoices with the use of the discounts column where you'd only enter a discount for particular line items. With new invoicing you'll have the option to enter a discount as either a % or amount.
Alternatively if you'd just like Xero to calculate the unit price and not need this shown you could use Xero's inbuilt calculator to enter an equation that'll automatically calculate the price for you based on a given amount.
We have a separate thread going for the ability to add discounts to bills (accounts payable invoices) that some of you may like to join for any updates.
-
Profit & Loss - Show Invoice Numbers
Currently there is no functionality in Xero to populate the invoice number in the Profit and Loss report while the reference field is filled out. Would like to have the invoice number to be shown as well for easy reference and checking.
3 votesHi team, as noted in my last update you can click on the figure in the Profit & Loss which drills down to the Account Transactions report.
You'll find that you can adjust the report settings to add 'Invoice Number' as a column so you can see both pieces of information on the report.
-
Contacts - Search for invoices in customer/supplier records
It would be great if we could search from within a customer or supplier record for a specific invoice or bill number.
It is difficult at the moment to search as
1) there are always notes in the way that can't be hidden
2) you have to exit the customer/supplier to find the screen where a search is available.Having used other accounting packages, I was shocked to see this wasn't available within Xero.
7 votesHi team, sorry we've not returned to this idea sooner. You'll find with some of the updates we've made to the contacts record it is now possible to view transactions in separate tabs within the Activity of a Contact, and are also able to search transactions in the tab by amount, reference or invoice number 🙂
-
New Repeating Invoice - Include option for "Fortnightly" Transactions
In the "New Repeating Invoice" section, Sub section "Repeat This Transaction Every" only has weekly or Monthly. A lot of employees get paid Fortnightly (Two weeks) and would be a great addition to add the "Fortnightly" option. Also adding the "Fortnightly" option in the Reference, Place Holder area. Please see the attached image as these area are highlighted.
5 votesHi team, this is already possible with the options in the repeat template. You'll want to enter the number '2' and select 'week(s)'. 🙂
-
Purchases - Set default landing page for payable invoices
Business dropdown menu
‘Bills to pay’ link goes to ‘Purchases overview > All’, showing all Paid and Unpaid.
This should go to Purchases overview > Awaiting payment’? The way it is now doesn’t seem logical, when we’ve clearly selected ‘Bills to pay’ not ‘Purchases overview’ or ‘See all’Menu option to Invoices ‘Awaiting Payment’ going directly to all outstanding invoices?
4 votesHi Larina, we appreciate our customers have different preferences for the bills page they would like to default to and this option is available within the 3 dot menu on the Bills page.
From here you'll be able to set the Awaiting Payment screen as the default.
It's not possible to do this for the Invoices screen atm so I've slightly changed the title of your idea here to reflect that specifically. We'll continue to track the interest here and let you know if there's any progress.
-
Block users from posting duplicate bills
Would it be possible to create a setting where users can be blocked from processing an invoice with duplicate reference numbers. There is currently a message displayed but some users click past it therefore creating duplicate invoices/bills. Perhaps the message can be made more prominent and displayed in Red to alert users.
33 votesHi team, as you might've noticed duplicate detection in bills is now available to everyone! 🥳
We have a bit of detail on how this works in Xero central. Just to confirm outside of the Actions column If you need to view or edit a bill you'll need to return to the bills list to open the bill from here and make changes.
Our team are considering future enhancements in this space to enable you the ability to access bills from this screen. 😊
-
Remove VAT line from Invoice email template
I want to hide the VAT line from below the subtotal on the 'Invoice email' template. I can hide it on the 'Invoice PDF' but not on the 'Invoice Email'. I'm not VAT registered so it currently says VAT 0%. But thus may look confusing to my customers. I would rather it was either hidden or removed.
3 votesHi Sam, sorry we've not updated you here sooner. This is possible through your email settings. If you open the Email template that you apply to invoices you'll find a check box for 'Include action to online invoice and detail summary'. You'll want to deselect this option to remove that detail from showing in your invoice emails. Just a note it does strip back a bit of the formatting of the email but will help you achieve what you're after here.
-
Bills - Manually adjust VAT for each line
Ability to edit VAT line by line on bills in order to agree balances to supplier invoices (Due to rounding issues)
32 votesHey community, thanks for all your support on this idea.
Tax adjustment functionality varies by region, as this idea was raised relating to adjusting VAT in the UK I'm popping in to switch it across to delivered!
To adjust the tax amount for a line item when creating a bill:
- Select the Tax exclusive option in the Amounts are field
- Click the + symbol next to the Tax Rate heading to show the Tax amount field.
- Edit the amount shown in the Tax Amount box.
Our Adjust the VAT amount on unpaid transactions support article provides further information on this process.
We have ideas for this similar option in the AU version here, and another for NZ here that you can follow for updates. For other regions, you’re welcome to create a new idea so we can gauge user need for this.
-
Spreadsheet-style navigation in bills & invoices
Data entry would be much faster if Xero worked like a spreadsheet:
• Enter = down to next row • Tab = across columnsMost users are already used to this behaviour from Excel/Sheets, so it feels natural. It would save time and reduce errors when entering bills and invoices.
3 votesHi Donough, you can already press Tab key in Xero to move across columns. We do have additional shortcuts as well. You can refer to the Xero Central article Tips and shortcuts for more information, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
-
Petition for Xero Executives Regarding Alleged "Improvements"
Petition for Xero Executives Regarding Alleged "Improvements"
I encourage Xero Subscribers and other customers to start commenting and upvoting so we can show the Executives that these "improvements" are NOT improvements!
So, if you have had problems with any of the alleged improvements, some I have listed below, they include any sub issues associated with the changes.
Please add only "I agree" in comments. This will help our overall numbers into a louder and bigger voice.
- New Bills View
- New Contacts View
- New Invoice View
- Retiring of classic invoice layout
- Xero Support Staff Gaslighting you
Unfortunately, there are so…
102 votesHi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Remember, you can keep switching between the two products between now and September. Thanks
- Don't see your idea?