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231 results found
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New invoicing - Send einvoice
The new invoicing will not allow e-invoicing without an ABN attached which defeats the purpose . Bring back the classic invoicing.
2 votesHi team, returning to switch this idea across to delivered. While Xero does require a customer to be registered and have an ABN. EInvoicing is available within new invoicing. You can find more information on this here.
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Hyperlinks
We would like to be able to share hyperlinks of transactions (any, bill, invoice...) to other people.
1 voteThanks for your response, Elsa. If the user has access to the organisation you could share the browser URL of the invoice or bill you're on. This contains a transactions ID. The user would need to be logged into Xero and then when they go to that link it'd open that invoice.
I guess the second part of your idea here when you mention the hyperlink - Is there somewhere specific or a method you're using that you'd want to share the link?
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Be able to move the Add Payment POPUP
Something so simple, can we have the ability to move the add payment pop up window as it pops up and blocks the invoice data like the reference number..... LOL.
Working on a laptop, I have to close the window to copy the reference of the invoice then go back to it, again, something so simple, that makes things harder1 voteWe'll need some more detail for your post to be considered as an idea here. Please share a screenshot of the pop-up covering important information, such as the reference number. This will help us investigate and guide you on the best way forward.
This will also help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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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. 😊
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Client's financial year summary - Single Donation receipt(AU)
As a NFP receiving multiple donations from multiple donors, we require summary of donations/purchases made by the donor/client as a single receipt including each donation/payment's invoice number, date paid, individual amount paid, total amount paid. The summary will need to include the NFP's logo, ABN, etc.
2 votesAppreciate you raising this in the community. It's not something we have plans for developing at this stage, we'll track the interest from your idea here and update you if there are any plans made.
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Branding - Feature to create CIS templates with company logo
It would be great if there was a function to add a template including a business logo for the monthly subcontractor CIS payment certificates - like the invoicing templates.
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Credit Note
Classic invoicing feature missing from new invoicing format
Some of our clients like to prepay so there are often credits to use. Upon approving an invoice, the classic used to say there was a credit available on that contact, click here to use it. There is no such feature on the new invoicing to indicate there is a credit available you have to go and manually check. As well as not informing you of an available credit, if you look at the new approved invoice there is no way apply an existing credit (only to create and apply a…
1 voteHi Claire, when you approve an invoice for a customer that has available credit, you'll receive a prompt. If you choose to 'Skip for now', you should see an option to 'Apply credit' on the approved invoice. I've attached a screenshot of these in new invoicing.
If you're not seeing either of these options, I'd suggest double checking the name of the contact the credit note has been created for, and raising a case with our specialists at support to take a deeper look into things with you.
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Bills - Highlight/flag potential duplicate bills after creation
Currently if a duplicate Bill to Pay is entered this only highlights/flags as duplicate when you are first creating the Bill or are editing the bill at a later date. Once it has been approved, it no longer highlights/flags this as a potential duplicate.
It would be great if Xero could flag that this could be a duplicate in 2 places:
1) on the bills to pay screen, somewhere out to the side (like the attachments) or perhaps the whole row in a different colour to identify that there are 2 bills for the same supplier with the same invoice…5 votesHi team, as TJ noticed our duplicate detection service has now been released to all users 😁
From the Bills list you'll now see a banner if there are duplicate bills to review and you can also access this option from the 3 dot drop down menu in the top left of the bills list. We've shared a bit more info on how this all works on Xero central.
Right now you'll be able to take action on Draft or Awaiting payment bills from the Action column, however to view or edit a bill you'll need to return to the list page to open this.
We're looking at possible improvements so you can view and manage ills within this page, too.
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New Invoicing - Ability to remove email 'Review and pay' buton
Allow change to email format so that the VERY LARGE $X,*** 'Review and pay' button can be removed - as it can in the Classic invoicing. I have a large client who has stated they will leave Xero, rather than send emails in this format. They find it too aggressive.
3 votesHi everyone, appreciate the feedback here. Right now it is possible to hide the 'Review and Pay' buttons completely from the Email Settings in the Organisation settings. From here you can disable the 'Include quick link to online invoice and detail summary' setting to hide the payment buttons entirely.
Just to note, this does strip back the email formatting so you might like to send yourself a copy to see what this then looks like once the option has been disabled. Thanks
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Quotes - Add customer Account Number to template
Invoice Settings - need to be able to add account number to Quotes. This feature is available for invoices but not for quotes. We currently have to copy and paste the account number from the clients contact details.
1 voteHi Jamie
You can include the customer's account number in your quotes if you use an advanced template for them (also known as a Custom DOCX branding theme).
Our sample quote template includes the «ContactAccountNumber» merge field that adds this onto the quote for you.
We have a bit if help around this in Xero Central Create an advanced invoice template and: Fields you can insert into an advanced invoice template (it's the same process for quotes), but if you need an extra hand, you can raise a case with our Xero Support specialists. 😊
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Would be good to ad payment machine to xero
Would be good to be able to link your payment card reader to program so you could direct print invoice after customer pay by contactless using hims credit or debit card
1 voteHi Lukasz, what payment provider do you use? Just incase you haven't seen we've launched Tap to Pay powered by Stripe which is now available in a few different regions.
In terms of connecting to direct payment terminals, this would typically be through an integration. We don't generally develop integrations with applications ourselves however you may want to see if there's an integration in the app marketplace that works with your provider and could offer the services you're after here.
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Contract management
Create a full document management suit that links into invoicing including agreed increases reminders and renewals. Look at a integrated solution with online signing ability like Videosign: https://www.videosign.co.uk/
8 votesHi team we appreciate support in this idea, however as previously shared we don't have any current plans for extending files to accommodate what's being asked here.
We're continuing to keep a watch on the support for this, and recommend exploring the Xero app store if this is something you need right now.
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Company standard due dates on contacts
Contacts due dates to be set as a standard company wide setting unless changed within the individual contact.
For example as a company we work on the basis that all payments and receipts are due 30 days from invoice, this should be able to be entered within the company settings and should already be filled in when creating a new contact.
2 votesThis is essentially how the Default setting within the Invoice Settings work, Samantha. If you've set a default due date in this screen it'l apply to any invoices you create for all contacts, the only time it is overridden is if you have saved a default due date on an individual contact record, or manually change this within the individual invoice.
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New invoicing - Tab through date field
When you are entering in date ranges, you used to be able to press tab once and it would jump from the first date to the second date. Now it takes like 7-8 times. This is an inefficiency that seems to have only started a few days ago.
4 votesHi all, the team did make some changes to the tabbing of fields in new invoicing. You should find that when using Tab you only need to press this once to move from the Invoice Date to Due Date, then cross to Invoice #.
If you're not finding this behaviour, it'd be good if you could raise a case with our team of specialists so we can look into this further.
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Bank Reconciliation - Allocate Payments to a Supplier's account
I do not know if there is a way to do this if so it is not too simple. I would like to allocate a payment from the Bank to a Supplier but to not allocate it against any invoices. This would not be a new invoice but would sit on there account so it is easy to know what they owe a supplier. This idea would be similar to Sage "Payment on Account" which is very simple to do on Sage.
2 votesHi team, the way to do this in Xero would be to reconcile the payment as an overpayment or a prepayment. This would then be credit on a suppliers account that could be applied to a bill at a later date.
Best to connect with your adviser if you're unsure which transaction type you should record these as, however we have a bit more information on these here and here respectively. 😊
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Reporting: Project details report - Filter by invoiced
Option to filter by "Invoiced" in Project Details report (right now it's only available in the Detailed Time report)
2 votesHey community, 👋 thanks for your support on this idea, I'm popping in to switch this across to delivered, as we rolled this out for the Project details report too 🎉
Thanks again for your feedback. It helps us to continue shaping the future of reports for projects here at Xero.
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Sales invoices - Tax on each Line item to show
Ability to have the tax amount show on each line item and not just in the total below or even better so that sales tax automatically shows within the line item amount as per on screen, but when Printed to PDF it shows no Tax amounts per line.
4 votesHi team, returning to the idea. To confirm, with standard branding you can simply choose whether the amounts shown on your invoices to customers are tax inclusive or tax exclusive.
In terms of default tax the Tax Amount column that can be shown on the invoice within Xero - it's possible to use an advanced branding theme and customise the DocX template to add the TaxOnLineAmount merge field to make this visible to your customer. If you'd prefer to not show Tax Rate or Tax name you can also use the advanced branding template to customise and remove these fields.
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Bills to pay - Filters to apply when editing bills (e.g Approve & view next)
In the new bills to pay draft screen even though I search for a particular supplier or filter alphabetically so I can find a certain supplier when I go into the first one and approve & view next instead of giving me the next one of that supplier (the filter I have on) it goes to the next date. I need to approve a lot of invoices and it is much quicker to do by supplier and be able to go straight to the next one. I could do this in the old bills to pay drafts but can't…
3 votesHi community, thanks for sharing your needs with us in product ideas here. As you may have seen we've released some new features in the bills space and you should find our new quick view of a bill solves for what you're after here.
With quick view you can easily filter for a supplier, then view each draft bill for that contact before bulk approving all bills at once. Simply click the downward arrow above the bill in the side view to move onto the next. 🥳
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Allow tax adjustments on Bank Transactions added via API
In the Xero interface, both an Invoice and a Bank Transaction can be given a tax adjustment, e.g. to resolve a rounding error.
Via the API, only an Invoice can be given a tax adjustment. If sending a POST request with the exact same structure/data to create a Bank Transaction, the tax adjustment is ignored.
This doesn't make sense given that the tax adjustment on the Bank Transaction is possible via the UI.
Please amend this so that API POST requests to create Bank Transactions respect the TaxAmount field on the Line Item.
1 voteHi Virgil, thanks for your feedback on API tax adjustments. It’s helpful to understand where you’re seeing a gap between the UI and what’s currently possible through the API.
We’ve moved this idea to Feedback, which means it’s now closed for votes and comments. Because this relates specifically to API functionality, the best next step is to raise it in our developer community, where the team who work directly with API enhancements can review it in more detail.
If you can share your workflow and how this limitation affects your integration when you post there, it will help provide useful context for the developer community.
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Xero Accounting app - Set default behaviour for 'Send me a copy'
When sending an invoice from a mobile device, remove the “send me a copy” button, or at least let us make a one time adjustment to stop having to turn it off every single time.
1 voteAppreciate letting us know how we could improve your flow when working from the Xero Accounting app, Joshua. Our team have just released a change for iOS to align with the Android behaviour.
Now, when you send an invoice or a quote, the 'Send me a copy' field will be unchecked by default.🙂
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