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226 results found
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Tracking - Ability to set default Tracking in invoice Branding Theme
It would be nice to be able to set a default tracking category for invoice branding themes. As it is now, we have to set the tracking category manually for each line item on an invoice. For longer invoices this becomes very tedious and error prone.
1 voteHi Dominic, as Tracking was originally designed as an internal mechanism for tracking and monitoring parts of your business, it's not possible to make this field visible to your customers (re the invoice branding theme) we have a slightly different request for this here that you're welcome to join if you'd like to see this.
However, if you'd like to set a default Tracking option to save yourself time when entering invoices you could set this on your Contact records. Within the Sales and Purchase sections you'll see an option to assign a Tracking option for each category you've set up.
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Bills - Attachment files in overview instead of opening bills
We enter bulk bills into the system and can only attached a copy of the invoice after authorised. To upload these signed invoices are time consuming having to open each bill and then drag or attached the copy invoice.
It would save us so much time if these invoices could be attached directly to the bills in purchase overview instead of having to open every bill.4 votesHi team, appreciate it's been a while since this was first raised here. Recently we released some changes to the list view of bills where you can now 'Quick view' your bills from the list view without having to open each individually.
You'll find by clicking on the eye icon in the list it'll open up a side view of the bill where you can also add attachments 😊
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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 appear in the…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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2 votes
Hi team, the option to add a % discount to line items of an invoice is available via the Xero Accounting app, on both Android and iOS devices. You'll find this from the menu in the top left (3 dots for Android, and 'Options' on iOS). 😊
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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.
This happens only…
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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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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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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Invoice - Attachment preview to move to a different screen
When previewing the attachments / supporting documents, it would be great to be able to move the preview onto a different screen so can more easily mark of items as correct as reviewer, without having to download/ open.
2 votesHi team, you'll find with new invoicing, attachments open in a new tab on your browser rather than as a pop out window.
Thanks again for your feedback, we appreciate your contributions.
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Sales invoice - Show the total net separated by vat rates
Creating a summary at the bottom of a sales invoice showing the total net brokendown by vat rates to give the customer a clear view of what they are purchasing
1 voteHi Alex, you'll find this is now possible. The different VAT rates used in the invoice will be shown as subtotals beneath the total invoice amount. With the updates that our team have made to the send experience your customers will also be able to see a quick view breakdown of this in the email they receive 🙂
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1 vote
We'll need some more detail for your post to be considered as an idea here, George.
It would be particularly useful if you could provide information about the files you are trying to attach to an invoice and a suggestion of how large these files are. Including details of your current workflow and the impact this restriction has will also help 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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Xero Jax Beta - Tracking Category and reference not being added to Invoice
Just Ask Xero (JAX) - Add Department, Reference and Branding Theme to invoice prompt
When sending through an invoice prompt, it leaves the department, reference and branding theme empty. Is this something I'm doing incorrectly or is this feature not yet available?
Having these features available would certainly assist.
Thanks
1 voteSorry to hear JAX is not performing as expected, Iwan. I can see you have raised a case with our Xero Support regarding the reference, but if you can go back and let them know that the tracking Category option is not working (and this is available in JAX) they can raise this with the Product team. I have tested this and its not working in our testing system either so please do raise this with Xero Support.
Pricing plan related
We appreciate your feedback, this will be shared with our teams. We do not accept ideas about Xero pricing plans or plan structures and cannot make commitments to ideas of this nature.
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Monthly subscription
Go back to sending the monthly invoice with the notification. When you changed this so we had to log on and download the invoice it makes more work takes more time and we are less efficient. I had already emailed you about this but received no reply. Regards Arthur
4 votesHi community, our subscriptions are on a monthly basis. If you have any issues with receiving your invoice it's best to contact our specialists at Xero Support to take a closer look and confirm any queries round this.
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Bills: Ability to search by Created Date
Extend the search function under bills to pay to include creation date to help elevate duplication when exporting data to csv file.
I want to export invoices from Xero to import into a CRM platform to use as a job cost analysis as this is not a function Xero currently has.
All invoices dated the 01.09.22 will not be input on the same date so there is no way to ensure you have exported all the invoices for the 01.09.22 unless you delay the export. This is not a practical solution for me as I want to assess the profit…
4 votesHi team, returning to the idea I wanted to highlight that you can currently run the History & notes report which could be filtered for Type = Bill, and type 'created' in the search bar.
Relating to the ability to identify duplicates - our team are currently working on aa duplicate detector that'll further help with this process, so you'll be able to review bills that have been identified as duplicates and take needed action before exporting - You can stay up to date with work for this on this idea. Just add your vote to receive updates 🙂
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Sales invoice - Auto fill sales person
Option to Auto Fill Account, Tax Rate, Sales person for all rows. It gets quite time consuming to manually add for each line (even if it is a button at the top of the fields allowing auto fill of all, that would greatly help)
1 voteHi, Neilson, as noted in my last update, it sounds like Tracking is the most appropriate feature for auto filling your sales person in an invoice. You can add defaults for contacts that'll automatically populate the tracking column as you enter lines within an invoice for that contact.
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Giving Statements for Year End
It is crucial to be able to print or email statements to multiple or all contacts with received money transactions at once showing each received money transaction for the contact in a time period on individual/separate pages by contact. This is really needed functionality because any nonprofit entity needs to send giving/donation statements at year end. I have tried multiple reports and statements. I can create an Account Transactions report showing all the clients and the received money entries, but it doesn't allow me to separate contact on their own page. The functionality under Business and sending statements would be…
7 votesHi Justin, thanks for sharing your idea again, I understand the challenge of creating a statement for a contact who only have receive money transactions. We've reviewed your idea agree its something others have asked for, so now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Dashboard - Show difference between total Invoices Awaiting Payment and Bills You Need to Pay
On the Dashboard can Awaiting Payment, Display Current Month and Future as Two Separate Lines. At first glance we want to see what is happening this month, for example are the Receivables greater than Payables this month. Currently the Totals include all future Receivables and Payables. This is difficult especially when Directors are viewing via Mobile, although it's still a problem via PC.
2 votes -
Notes - Ability to bulk add to transactions
It would be incredibly helpful to be able to update multiple notes at once. For example, if I have a list of 300 invoices and a statement has been sent, I want to see that note on each invoice, so that anyone going into that account can see the last action. So for example, I want to add the note 'Statement sent today requesting payment by 19th April' to all 300 invoices, but I want to be able to select them all and add that note once, not 300 separate times.
It would be so helpful and would save a…
3 votes -
Bills/Invoices (Copy to feature) - Ability to change quotes to bills to credit notes if entered incorrectly
I often create credit notes as bills in error. It would be good to be able to change a credit note to a bill or vice versa rather than having to void and re-enter.
This could be expanded to other areas of manual data entry.
2 votesHi Gary, thank you for sharing your suggestion regarding quote functionality. While quotes can currently be copied to Bills, direct conversion is not supported. To accurately account for payments that differ from the invoiced amount, please note: payments received or paid in excess of the invoice or bill should be recorded as an overpayment, and any payments received or made in advance must be entered as a prepayment. If you require further assistance with these processes, we recommend raising a case with our support team.
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when creating bills & uploaded invoices receipts via app need to show on the desktop in account transaction screen
when reconciling & uploading attached invoices/ receipts via app they don't show on xero desktop application in accounts transaction screen. It currently shows items as reconciled but with no uploaded documents icon.
1 voteHi Dean, from what you've described in behaviour it sounds like the files you've uploaded are attached to the invoice or bill directly.
If you've attached a file to a Receive or Spend money or Payment directly when reconciling on the Xero Accounting app you'll see a file icon next to the transaction on the Account Transactions list when viewing the bank account on the desktop that you can click and will open a preview modal of the files attached.
If you have attached files directly to your invoices or bills you'll be able to view the file icon next to these transactions from the relevant Sales or Bill list screens on your desktop.
If you'd like some help to confirm what you're viewing here it'd be good to raise a case with our specialists through Xero Central who have tools to get a closer look at your organisation and…
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Customer Statements - Totals for each column
It would be useful to look at an activity statement to see how much a certain contact has been invoiced regardless of whether they have paid or not. At present, I can only see outstanding balances.
3 votes
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