1031 results found
-
Bills - Lock the Attachment preview section when scrolling up and down invoice lines
Attached preview window to stay in locked screen on the Left, with line items to be on the right on a scroll screen. Because if you add attachments to work from, the screen will be ready to view from the top left and if you have more than 20-line items inputted and you're working from the bottom. You can't see what the attachment is to work from. Look at pictures to see the mark up of issue. This issue is same as the bills. The bills attachment is on its on screen, but you can move it where you want…
3 votesThanks for sharing your idea, where you'd like to freeze the attachment preview side of the page, and keep it in view when you're scrolling up and down for entering larger bills.
We've reviewed your idea and 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 votes and comments about how this would be helpful for them, too!
-
Invoice reminder - Reply to Email Default to Logged In User
Currently when invoice reminders is turned on by the client, the default address is for the reply to emails seems to be the Subscriber's email. Would be good if it was the email of the logged in user by default.
1 voteHi Melissa, appreciate you raising this. We understand you’re looking for a way to personalise invoice reminder email routing based on the user or team member sending the reminder.
This could help keep communication connected to the right person and make follow-ups smoother.
We’ll continue to monitor feedback from the community and gauge the demand.
-
Online Payments - Ability to connect a single Stripe account to multiple Xero organizations
We currently have 3 different Xero accounts for different regional entities, but all payments need to flow through one Stripe account.
At the moment you have to have an individual Stripe account for each Xero entity/account. It doesn't say this anywhere and when I tried to connect the account to a second Xero entity it began creating new Stripe accounts that I then had to delete.
Being able to connect ONE Stripe account to all Xero accounts would be a huge help.
1 voteHi Jess, we understand you’re looking for the ability to connect one Stripe account to multiple Xero organisations, so managing payments across different entities is simpler.
Having a multi-organisation connection option could help keep all payment information in a single Stripe dashboard.
We’ll continue to keep track of this idea and gather feedback from the community.
-
Packing Slips - Remove the word 'Invoice'
Until recently when I saved a packing slip the default name was eg 'Packing Slip Inv - 4080'.
Then recently after you dated your system the packing slips are now called eg 'Invoice Packing Slip Inv - 4080'.
Can you change it back to remove the word invoice as it can cause confusion and staff may send the wrong document to suppliers and customers as both look like invoices.
I am changing the name manually but it was simpler and clearer before Xero added the word 'invoice'
If you can change it back that would be great and I'm sure…
6 votesHi, thanks for sharing your feedback about this.
We've reviewed your idea and 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.
-
New Invoicing - Allow us to have Negative quantities on invoice
In the Classic Invoicing, we could set a negative item amount which was useful to make it clear to clients that we had refunded something. It also corrected the stock levels in the inventory. In new Invoicing, you can set a negative financial amount but you are not allowed negative quantities, as such it is not clear and it messes up the stock inventory levels. You can do it via credit notes but this requires more things to be issued to clients etc.
28 votes -
Sales Invoices - Sales Overview Screen
Please add a column that shows the Sales Representative name.
1 voteHi Jadé, when you say sales representative can I just check how is this information currently being entered in Xero? For example have you set up a tracking category to track the sales representative, or would you be wanting this information from the user that created the invoice? Will be helpful when sharing your feedback with the team.
-
Invoice | SMS - "Print pdf" button
Most of our customers prefer receiving invoices via SMS. When trying to print the invoice via the SMS link, it generates a 2-3 page online version of the invoice. Can you implement a "Print pdf" option that would generate the same concise layout used when previewing the invoice in Xero? Thank you!
2 votesGreat to get this sort of insight, Kelly. Thanks for sharing. We'd like to get a sense of the wider interest for being able to print PDF from the SMS invoice message, please feel free to share with any colleagues or customers that you know would find this useful so they can vote on this too.
-
Sales invoice - Choose where to save pdf when downloading
I would like to be able to 'print' or 'save' a pdf invoice to a folder of my choosing rather than to the default 'downloads'
Currently ALL downloaded items from the internet are placed in 'downloads' so I need to move the invoice pdf to my chosen folder. It would be a excellent time saver if I could choose my own folder to save to, and have it use this chosen folder each time.I believe it is a software bug to rely on the default settings of the users browser to determine where files are saved to.
7 votesThanks for sharing, Jane.
We've reviewed your idea and 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!
We don't have any plans for this right now, but we'll track the interest from your idea here.
-
Quotes - Ability to search or filter the quotes list by customer City or Region
There is multiple quotes that i want to search by "CITY", but it seems that it is not possible.
Can someone guide me how to action this?
-Frustrated Customer
1 voteHi everyone, thanks for the suggestion. We understand you’re looking for better ways to organise active quotes by customer location, such as City or Region.
This could help streamline regional planning and reduce the need to manually check individual quotes for address details.
We’ll continue to collect feedback and interest from the community.
-
Multicurrency - Support for zero-decimal currencies
I would like to suggest adding functionality to better support zero-decimal currencies (such as JPY, KRW, IDR) within Xero. Currently, the system assumes two decimal places for most currencies, which can lead to rounding issues and inaccuracies for currencies that do not use decimals.
Key points to consider:
Currency Settings: Allow users to define certain currencies as zero-decimal so that calculations and display formats automatically adjust.
Tax and Rounding Logic: Ensure compliance with local tax regulations by applying correct rounding rules for zero-decimal currencies.
Reporting and API: Update reports and API outputs to handle zero-decimal currencies consistently, avoiding integration errors.…
3 votesThanks for sharing this idea about zero-decimal currencies might be improved in Xero.
We've reviewed your idea and 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 also benefit, so they can add their votes and comments about how this would help them, too.
-
Customer Statement - CC/BCC on Outgoing Mails
Ability to add CC/BCC on every outgoing Statement Of Accounts to customers.
Purpose: Internal colleagues or stakeholders allows for a clear record of who received the statement and the context of the communication.
It enables easier response and ensures everyone involved is aware of the situation.11 votesWe understand how valuable it'd be to have the option to CC or BCC internal staff and key stakeholders when emailing Statements of Account. You’ve highlighted how this feature would streamline internal communication, support better record-keeping, and make it easier to respond to client queries.
At the moment, while CC/BCC is available when sending individual invoices, this functionality isn’t yet available for Statements of Account, which means relying on manual workarounds.
This idea is now in the Gaining Support stage. If this feature would help you, please vote and share your thoughts to help us prioritise it. The more support it gets, the faster we can work on making it happen!
-
Invoicing | Files - Ability to attach files before adding contact
This Function is Broken with New Invoicing - It does NOT create a new invoice with the file attached.
88 votesHi community, some time on from my last update we'd love to share further developments in this space with you here.
Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.
For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂
On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…
-
Invoicing - Internal Cost Tracking Link for Bills to Customers
Ability to link a bill/expense to a customers invoice but not have it itemise. So you can track cost of goods per job especially for small businesses only utilizing invoicing and not having to do projects
3 votesHi Phil, it'd be good to get a bit more detail to better understand your needs from what is currently available with billable expenses.
Right now, you can assign lines of a bill directly to a customer (rather than project). When you add the items to your customers invoice you can edit the remove the item code if you don't want it directly associated to the inventory item.
Would it be more something like the idea here that you're after with more visibility of the linkage between the invoice and bill?
-
Invoices - Make invoice links available from invoice list
Quickly get invoice links from invoice list (instead of going into every individual invoice) to share in separate CRM so team can easily follow up outstanding invoices.
3 votesHi, thanks for sharing this idea about having invoice links available from the Sales overview/Invoices lists.
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues that this could benefit, so they can add their votes anbd comments too!
-
Recording on invoices if CIS statement has been received
On invoices with CIS deductions can we have a button or something to indicate if a CIS statement has been received for the deduction and then a report for which invoices haven’t received a CIS statement so easier to see who needs chasing rather than keeping a separate spreadsheet elsewhere of received CIS statements.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Contacts | Email Address - Notify if a contact does not have an email address
We had a NEW customer that was added with no email address. This meant than when the invoice reminder email was meant to be sent the email didn't go. The system should alert you this field is empty as a lot of Xero communication is done through email.
The only way I noticed this was in the Sales > Invoices > Awaiting Payment list there was a small 'Email missing' message.
Would be better if this was in red letters to draw attention as there is currently no manual way to re-send the email that didn't go. (I have made…
1 voteHi Flo, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and 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.
-
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…7 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.
-
Invoicing - Add ‘Clear All Quantities’ Option when copying
When copying an invoice, users can now edit the copied version, and all information from the original invoice automatically carries over. To make this process more efficient, it would be helpful to add a “Clear All” button for the quantity column. This would allow users to reset all quantities at once instead of having to manually change each line item to zero before entering new quantities.
1 voteThanks for reaching out with this suggestion 🙂 I can see how being able to copy an invoice or bill to a draft and then clear all quantities in one go could make this workflow much quicker and easier.
At this stage, we don’t have a confirmed timeline or feature announcement to share for that specific functionality. What I can confirm is that this has now been moved to gaining support.
While it isn’t a confirmation that the feature will be developed, it does help show there is customer demand for it.
For now, quantities would still need to be adjusted manually after copying, but we do appreciate you taking the time to raise this
-
Sales Invoices | Awaiting Payment List - Show contact Email in the column
We import our data for invoicing and only the customer name/contact is in the file. When emailing out the invoices after import, we use the "Awaiting Payment" screen but unable to see if there any new customers so we have to review the "Statements" tab beforehand. This will save time and effiencies within our company.
Perhaps, the screen columns we are all wanting could be added but with a X box so columns could be hidden if not needed, therefore collating a few thoughts at once ?
1 voteHi Pam, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. We'll monitor this space in the meantime. Cheers!
-
Invoicing - Approve, Email and View Next
When invoicing, it would be useful to have an “Approve, Email, and View Next” button. This feature would streamline the process of reviewing and sending multiple invoices, especially when handling large batches.
4 votesThank you for submitting your suggestion and highlighting the changes that are important to you. We have reviewed your idea, and it is now open for community support.
To help gain traction, we encourage you to share this with any colleagues who might benefit so they can cast their votes. Additionally, other members can now leave comments to explain how this feature would improve their Xero experience.
- Don't see your idea?