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231 results found
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Bank Reconciliation - Warning when matching foreign currency invoices
Hi, there is a critical bug while doing reconciliation that make the app unusable. When trying to link a transfer made in a currency with an invoice made in another currency. The reconciliation doesn't show an error even though the recieved money is incorrect and doesn't match the invoice amount.
1 voteHi Aym, I understand you've also recently connected with our specialists at Xero Support on this.
To share for others on the idea here, in this scenario if the statement line is a partial payment you can use the 'Split' option in bank reconciliation to enter the currency value the amount equates to.
At the bottom of the page you'll see a message highlighting where the calculated exchange rate is significantly different to the defined currency rate for the day.
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New invoicing - Option to mark as sent when Print PDF
We have many suppliers that reject invoices if we send them direct from Xero. Hence we have to download a PDF copy and email it manually from our finance inbox. This process now takes 5 clicks as opposed to one click in classic invoicing. The new process is to click "Approve & Email", but then to exit this screen. Then move across the screen to the left top corner and check the box to mark it as "sent", then move all the way back to the right and click "Print PDF" and then wait for it to open in…
12 votesHi community, today we released the ability to mark an invoice as sent when printing in new invoicing. Now, when you select to 'Print PDF' you'll receive a prompt to ask if you'd like to mark the invoice as sent - see in my image below. Thanks again for your engagement on this here 😊
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Ability to add files or photos to invoices. Common in construction
Ability to add photos or external files to invoice emails. Common need in construction
1 voteHi Lee, this is already possible. You can attach files to the invoice, and you'll just need to select to include the file when sending the invoice. We have some help on this here.
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New invoicing | Billable Expense - Reorder Columns & Horizontal Scroll
In the new invoicing version, when selecting the billable expenses, I can't see the date and the supplier in one view. In order to see the date, I need to scroll to the bottom of the pop-up screen, then scroll across to the right, then try to scroll up to find the line item. I then can't see the supplier to know if that is the correct line to add. Sometimes there are 30+ billable expenses for the one client and I can't see the dates to know if I'm selecting the correct ones.
Have the date as the first…
17 votesThanks again for your feedback and sharing pain-points about adding billable expenses within an invoice. As you may have recently noticed we've released a few changes to this window to improve your experience.
We've re-ordered columns, added pagination and adjusted some of the column widths to make it much simpler to find, select and add billable expenses to an invoice.
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Invoicing - Keep Classic Email Template as an option
Feedback on the Updated Email Invoice Template: Prioritising Client Experience Over Financial Details
As a business owner wholly committed to providing exceptional customer service, I've encountered significant issues with the new email invoice template that I believe warrant urgent attention from the Product Team.
Focus on Experience, Not Payments: Our aim is to immerse our clients in a seamless service experience. By prominently featuring payment details in the email, it inadvertently shifts the client's focus from the quality of service to financial transactions. Clients should have the option to review detailed financials at their discretion by accessing the invoice themselves.
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2 votesThanks for your feedback, Andrew.
We appreciate the new view may not be to everyone's liking. If you'd prefer to strip this back, you can edit your Sales invoice Email template/s to uncheck the option of 'Include action to online invoice and detail summary' as shown in my screenshot.
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Invoicing | Billable expense include Item Code and details
Please keep the current feature of adding item codes to billable expenses so that the preset charge out rate and account pulls through. In the new system adding an item code wipes out the billable expense.
26 votesHi community, thanks for sharing back with us on the flow through of information for Billable expenses.
Our product team have implemented a change, and you should now find that when you add a billable expense related to an inventory item, and select to add the items to your invoice the item code will be shown.
If you're finding this is not the case for you it would be best for our Xero Support specialists to take a closer look at things with you 1-1 - you can touch base with them through Xero Central.
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Dashboard - Posting Payments/Receipts direct from the Dashboard
When posting a payment /receipt against an "already entered" Bill or Invoice, it would be good to be able to do this from the Dashboard. This link could be added to the "+" on the Dashboard and could take you to a search facility to search for the Bill or Invoice. This would also save time having to search under Bills to Pay and Invoices awaiting payment.
Yes, payments and receipts are automatically matched in the Bank Rec, but it would be good to be able to post the payments/receipts without having to wait for them to…5 votesWe're grateful for your engagement and letting us know how adding a payment/receipt directly from the dashboard menu would be beneficial for you.
Our Community have reviewed your idea and moved it to the 'Gaining Support' status. Along with votes, other community members can now comment to share additional detail about how your idea could improve their experience with Xero.
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New Invoicing - Show email as address
It would be great to use email address as address in an invoice as often clients only provide an email as contact.
i.e no delivery address.1 voteHi Marcel, with the standard invoice template this will show the billing address on the PDF of the invoice. If you don't have a physical address for the contact and want to include the email address, enter and save this in the billing address details on the contact. You can either do this from their contact record or on the fly when creating the invoice. here's an example I created of how this will appear.
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Manual Journal - Keyboard to move to next row
I use repeating journal entries a lot and hence all the fields except debit and credits are filled out. Might be good to be able to use the keyboard arrows to quickly go from one row to the next in a column field and even be able to go from credit cell to debit cell by just clicking on the left arrow button.
2 votesHi Brett, on doing a little more testing you can use the Enter key and the up and down arrows to move to the previous or next row of the same cell 😊
Just make sure you press Enter first and then you'll be able to move, up, down, left or right using the arrow keys.
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Malaysia E-Invoicing - Button for 'Send to MyInvoic'
I suggest on putting "Send to MyInvois" button instead of copy and paste the e-mail MyInvois@invoi.ci for every invoice. This is too troublesome.
9 votesHi Maggie, after checking back in with our product team I wanted to confirm - though not a specific button in itself you could add the email address on the Contact record. If you select to 'Include in emails' the email will appear each time you're creating an invoice for that contact, saving you from having to copy & paste.
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Contacts - Days after due date
Discovered an error. In the customer settings, when placing 0 in the field for “Days invoice when due” shows an error, despite Xero using 0 when calculating when an invoice is due.
2 votesHi David, I've just tested adding '0' in the contact record for a customer and saving and don't receive an error. If you're still seeing this behaviour when trying to save '0' for days due after the invoice I'd recommend creating a case with our specialists at Xero Support to take a closer look into this with you. Thanks
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Bill Screen - Simpler preview of attachments
Preview PDF on Bill Screen. Currently viewing a PDF has to many clicks
Have to click the files icon 1
then click the file name i want to download
then click in my browser to open the downloaded fileCan we not just have it preview the PDF in the browser, if there is only one file attached a preview button without having to drop down first would also be good. So you can view the attached invoice in one click instead of three.
8 votesThanks for all contributing to the idea here! With our new Bills quick view feature, previewing your files has been become much simpler.
From the list view you'll be able to see the # of files uploaded to a bill, and by clicking on the file icon you can get a quick side by side preview (without having to leave the list view).
You'll also find you can use the arrows in the bottom right corner to switch from one file to the next where you've uploaded multiple. 😉
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Invoicing - Approve and send invoices when customer is over their credit limit
I would like to request the Xero add the feature to be able to approve and send customer invoices even when they have reached there credit limit in the new invoicing. Currently this feature is available in the classic invoicing of Xero. Xero are forcing everyone to move to the new invoicing from September 2024.
We use an external software for our customer invoicing and then import these into xero the following day after the sale has occurred and email the invoices to the customer. Moving to new invoicing currently means that for any customer that is over…2 votesHi Afaik, as part of setting a credit limit there is an option to "Block new invoices when credit limit is reached" if you'd still like to be able to send invoices once their limit is reached you'll just want to edit the Contacts record to deselect this option.
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Reconciliation - Edit imported bank statement CSV directly in Xero
For manual reconciling, the bank statement file can be generated using a CSV template and requires inputting details like the Date, Description, and Reference. However, users, especially those with high monthly transactions, may want to change/edit the descriptions after the file has been uploaded and reconciled.
Currently, to do so, the bank statement needs to be deleted and re-uploaded, which means unreconciling previously reconciled items and repeating the entire process. If there are many to be amended, this process may need to be repeated multiple times. It would be beneficial if we could directly edit the contents of the bank…3 votesHi team, with the new Bank Reconciliation report you can now enter a Bank statement ending balance.
This means, if you don't have an imported statement balance or this doesn't match your actual bank statement balance you can enter the balance yourself, update the report and Xero will show the Calculated balance out by amount.
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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.
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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.
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Inventory - View history of sales
previous invoice pricing to a customer, I want to see who i sold it too so i can do the same pricing, Instead of the history of products and invoice just say Invoice and Bill
1 voteHi everyone, returning to the idea here as mentioned in my last update you can use the Inventory Item Details report grouped or filtered by Item Name useful for this information.
If it's something you'd like to refer to often, star and favourite the report to make it available from the menu drop down list. 😊
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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 votesHi all, we recognise there are many businesses working with Xero across the globe. While this'll be something we continue to consider long term we want to be open here that we'll no longer accept ideas about Xero pricing plans or plan structures here in Xero Product ideas. We cannot make commitments to ideas of this nature. Your insights and feedback here have been shared with our teams.
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Some invoices are missing in Xero – Pabbly Connect shows successful execution
I’ve integrated Pabbly Connect with Xero to automatically create invoices. The workflow in Pabbly shows a successful execution, but not all invoices are actually being created in Xero.
Has anyone else experienced this issue?
Is there a way to debug what might be going wrong between the successful webhook execution and invoice creation in Xero?Additional Details:
The webhook receives all required data including customer, line items, and invoice date.
Pabbly workflow shows "Success" status after sending data to Xero.
However, when I check Xero, some invoices are missing entirely.
No error message is shown in Pabbly.
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1 voteHi Maheshwara, things that don't appear to be working as they should are best looked into by our specialists at Xero Support you can raise a case with them through Xero Central.
Where you're using an integration we'd generally recommend also contacting their support team as in most cases they have designed and built their integration with Xero themselves and are in the best position to troubleshoot.
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New invoicing - Show full Tracking category
Despite some condensing of information and improvements to the appearance of new invoicing, it continues to display information with less clarity and efficiency than before. This is only one example but on classic invoicing, entering a tracking category that was too large for the field would cause the vertical height of that row to increase. Now new invoicing simply cuts off the field after a certain character limit.
This system is not ready for default deployment and you have no idea how bad the support storm is going to be on the 2nd of September. Please push back the default…
5 votesHi everyone, our new line item grid has been released, and you'll find with this update along with other changes, that all fields now wrap. So if you have an account, tax rate or code that is a little longer you'll be able to see the full name of this when invoicing. We appreciate all your feedback on improving new invoicing to suit your needs here. Thanks
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