705 results found
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New Invoicing - Populate Tracking column from settings in contact's Sales Defaults
Hi, the new version of invoicing will increase my work load. at present when you open an invoice to approve it, it is easy to select the tracking categories, as it is linked to the client profile. in the new version it does not and you have to go through the list in a drop down!
Also we have an issue when we change the invoice date. for example and Invoice raised on the 5th Feb should be paid on the 6th March. If we change the invoice date from the 5th to the 4th, it does not change the…
3 votesThanks for your feedback on the idea here, with the way new invoicing works once you add a contact, any sales defaults saved for that contact in their record will be applied.
Adding a Qty or Price for a line will trigger Tracking defaults saved for them to be automatically applied. Similarly this applies to the any default saved for Due Date. If you have saved a due date that is driven by the invoice Issue date you should see this update if you change the Issue date on the invoice.
If this is not behaviour that you're experiencing please do raise a case with our team of specialists so we can take a closer look into this with you.
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Reporting - Preview current page only
When editing a report in the financial statements, it would be great if there was an option to preview just that page and not the whole document. Ie if editing balance sheet , have the option to open a pdf of just that page ( but keep the whole doc on a sept PDF- so two options)
Would just be so much faster to preview the actual page I'm working on, and not having to wait for the whole document to open, than scroll/find the bal sheet2 votesThanks for all your contributions and feeding back to the team on your needs in this space. I'm pleased to share that we have now released our new preview panel to all users.
When you open the layout editor of a report you'll see PDF preview of your report on the right hand side, so you can see how changes you're making to your report impact it 'on the fly'. 🥳
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New invoicing - Ability to add email to contact within invoice
There are some new features that I like about the new invoicing, like the ability to immediately a new contact. However this is limited to name and billing address, please add the ability to add email address here too!!!
Other classic features that need to be included so I can use the new invoicing:
- the ability to delete the Date and Due Date for a draft invoice. I draft invoices for the entire duration of a project once a contract is signed. The dates are not known at this preliminary stage however it is hugely beneficial to have this…3 votesHi everyone, we have now made a change to the Contact card in new invoicing which allows you to enter more contact details from the invoice screen.
You'll find you can both add details for a new contact as well as edit an existing contact. The fields available from the Contact card include Contact name, Email, Billing address, the option to add a Delivery address, and phone number 😊
Cairns, I know there are a couple of other ideas you've mentioned in your initial post here too. While we'll mark this idea as delivered for the primary request you may also like to join these ones below for any updates.
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Bank statement import - Bank statement balance check
When importing a bank statement, it would be great if just before completing the import, Xero could show the end bank statement balance based on the existing bank balance and the transactions that are about to be imported. This could then be checked with the actual bank statement to make sure it matches.
1 voteHi Mihaela, while it's not before statement lines imported. The Bank Reconciliation Summary report now allows you to enter a Bank statement ending balance. The Summary report will then calculate the balance out by based on the figure you enter. 🙂
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Plans - Invoice creation limits per month
volume of invoice creation limit per month and total transactions limit per month should be determined by what plan you subscribe. It should be a built into Xero depending on the type of plan. It should be stated clearly in your plan comparison tables
1 voteHi Trung, this is already available. The only plan we currently has that limits the number of quotes and invoices you can approve is the Starter plan (this will be 'Ignite' in the new plans coming). All other plans have unlimited invoices that can approved and sent.
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UK Payroll - Generate a report with employees names and NINO
UK HMRC often carry out routine checks on compliance with PAYE and National Minimum Wage. In one NMW check we have been asked to provide them with a list of the names and NINOs of all staff employed by us between two specified dates. To make it easy they dont use tax years but calendar dates
We need a standard payroll report that allows us to export a list with the employees name and NINO. The only way to create this at the moment is by a manual trawl
3 votesThanks for your interest and feedback on this idea, everyone
Currently you can generate a Pension Contribution Report which includes the employees name and NINO 🙂 When creating the report - under Columns select the fields you'd like to include in the report as well as the date range. Once created, you can export it in PDF, Excel or Google Sheets.
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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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Send invoice - Remove details of invoice from email
I really don't want the details of the invoice to be in the body of the email. It looks ridiculous and some of it could be private. Please change it back or tell me how to change it. I really hate it in it's current format.
2 votesHi Teresa, this is actually possible already.
From the Email Settings you can select the Sales invoice template and you'l just want to deselect the 'Include action to online invoice and detail summary' then Save.
I do want 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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Cyber Essentials
As an organisation we want to sign up to cyber essentials. It will reduce our insurance liabilities as well as provide us with greater digital security. Currently Xero does not mandate the use of MFA authentication. I would like it to. Primarily for active users but ultimately for staff accessing payslips only as well.
1 voteHi Gavin, multi factor authentication is now mandated globally for Xero customers. We have a bit of information on this that you can read on our blog post, as well as additional information about using MFA on our website.
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Inventory - Bulk update Sales tax code field
Sales tax code for Products & Services SKUs "Item Name"
When you export the list of items from Products & Services you get a CSV with the fields:
ItemCode ItemName SalesUnitPrice SalesAccount SalesTaxRate InventoryAssetAccount CostOfGoodsSoldAccountHowever, there is no field for "Sales tax code" which is used when you're leveraging AutoTax lookup integration with Avalara. Therefore, as we're converting to using AutoTax, we have ~700 SKUs here that we have to manually update ONE BY ONE!!!!
This is insane. Why is this field not able to be edited in bulk like every other field?
4 votesHi team, we've released a change to the CSV import for inventory. You'll now find you can bulk update the Avalara sales tax code by importing this with the CSV file. You can find information on preparing data in your import file on Xero Central 😁 Thanks for sharing your idea with us, here!
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Invoicing - See gross profit
When a sales invoice is created, there should be a place where i can see what is the gross profit. If not, I would have to go back and forth between the inventory module and the sales invoice module to maunally calculate.
1 voteHi team, as previously shared you can run the Receivable Invoice Summary or Details reports where you can select to include a Gross column.
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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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New Invoicing - Receive payment for an invoice before sending it
Immediately after creating an invoice, you approve it, then a series of boxes appears at the bottom of the screen allowing you to receive the payment. Once payment is applied you can send the receipt to the customer. This is ESSENTIAL for accepting cash payments or any payment made at the time of delivery but before sending the invoice. Please add this feature from OLD invoicing to New invoicing.
3 votesHi Fiona, it's not necessary to send an invoice before adding a payment. Once an invoice is created in new invoicing the default option is 'approve and send' but 'approve' can be selected instead. A payment can then be added and receipt sent, with a similar workflow to classic invoicing.
Atm there's no way to set the default approve option for an invoice. However, this has been raised as an idea across here if you'd like to add your vote. 🙂
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Sales invoice | Email - Insert Invoice Link at Cursor
When emailing an invoice to a customer there is an option to insert a link to the invoice. However the link is always placed at the end of the message and I have to cut and paste it where I want it in the message.
Could the link not be inserted where the active cursor is instead? Saving the user the hassle of moving the link.
See mock up.
2 votesHi community, with the improved send experience in new invoicing you'll find this is now possible.
When you add the Online Invoice link through placeholders, you'll see it is automatically inserted wherever the cursor is placed in the email on the left and you can get an instant visual of what this looks like to your customer on the right. 😊
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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 new…
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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New invoicing - Exclude customer information
Please allow a customers unique name and number pasted into the "to" box, be the only customer information required to continue filling out the invoice.
My continued use of Xero depends on this action to stay as it is.
Some users will not want to use Xero invoicing other than to use it as a debtors ledger and GST etc manager.
In our case, we paste the name and number in the TO field, the only " item " we sell is one invoice worth our invoice total. The invoice number and reference holds our real invoice number.
It is…1 voteHi everyone, to confirm for anyone coming across the idea here. In new invoicing the contact card will open so you can add more details of a new contact. However, the name is the only field required, so you can simply enter the name and then click Save to continue on. 🙂
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Invoice template defaults per Customer
It would be great to have an invoice template default set up per Customer in their Contact settings.
2 votesHey Kyle 👋 this is already possible. You should see the option when editing a contact under the Sales defaults 😊
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Reporting - Show date and time stamp report was run
Ability to show date and time stamps, to see when the report was run.
Purpose: This will help users to do their Audit Trail.
241 votesHey community, thanks for your continued interest in this idea. Earlier this year we delivered some updates to reports, so that they’ll now show page numbers and date stamps when exported to PDF.
This is an idea that was seeded by the community team when we launched Product Ideas back in 2022.
The Product team has done some great work to address the original request but reading the commentary here, the scope of the idea has grown a bit since then!
We’re confident that this release solves the original request so I’ll be marking this as delivered.
There are additional improvements that have picked up some momentum in the comments: to make the date stamp toggle-able, and to extend the field to include time as well. To be open we don't have plans to progress these specific asks.
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New Invoicing - Time stamp in History & Notes
In the classic invoicing history, we can see the date and timestamp, this is not available in the new invoicing - see attached screenshots.
We use this time stamp a lot for trouble shooting - like what time or XPM and what time was the invoice approved. This helps if there is an integration problem or double up, or payment query.
78 votesWell that was quick! 😉 It turns out along with an entry when an invoice is sent, our product team also managed to release time stamps 🎉
In history & notes of new invoicing, next to the date you'll now see a time stamp of when an entry occurred. Thank you all who voted and shared with us on the idea, here.
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Payroll Activity Details (AU) - Date column to be added back
There has always been a date column - add it back - why mess with something that has been used for so many years. Absolutely so desruptive to our professional services.
1 voteHiya Simona, sorry for not updating you on this sooner.
Shortly after the release of the new report our team made a change based on feedback, so the report now shows Employee name and Date as separate columns, and the columns will be included when running the report by default.
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