1100 results found
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eInvoicing Malaysia - Batch download of Validated eInvocie
Batch download of Validated eInvocie from Malaysia LDHN
This idea is related to eInvoice from Malaysia LHDN, send individual invoice section.
Once sending the email to MyInvois@invoi.ci, and after validated, the e-invoice will be added to file attachment.
There is currently no option to be able to batch download these multiple eInvoice that is validated in the file attachment section.
Please find the attached and reference below for Send individual e-Invoices:
https://central.xero.com/s/article/Send-e-Invoices-to-the-IRBM#SendindividualeInvoicesThank you
7 votes -
Paypal - Ability to add additional Paypal accounts to organisation
If not already in the pipeline, please make it possible to Sync multiple PayPal accounts! We have three businesses under our ABN/umbrella - and would really like to be able to sync ALL paypal accounts, not just the one.
1 voteHi Tom thanks for sharing your idea, and letting us know the changes that matter most for you. Appreciate having multiple paypal accounts linked to an organisation. We've moved this idea to gain more support from the community and now it's upto the community to get behind it and support it. You may share this with your friends and colleagues who would also like this change to be made in Xero.
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Invoicing - Template to split invoice lines to multiple codes
Please can there be a functionality in Xero to create a template that splits the invoice into two or more codes.
3 votesThank you for sharing your idea and letting us know what changes matter most to you!
We've completed our review, and your idea is now open for community support. This is your chance to rally behind it: please share the link with colleagues who would benefit, as their votes are crucial.
Other members can now also comment to share additional details on how this feature would improve their experience with Xero.
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Exclude Auto Save from History and Notes
Exclude new auto save updates from History and Notes. It made sense to save these when it was manual but now it just clutters the history so badly with every auto save creating a new entry.
9 votesThanks for sharing your feedback with us. Though not a direct solution of what’s being asked here we wanted to share that our product team has been focused on autosave improvements to help reduce lag, and help your invoices load and save faster.
As we continue to develop invoicing in Xero, our team will keep considering how autosave events are displayed in your invoice history. We'll share any future updates on reducing these events or providing more control over what you see, here. Thanks
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Invoice Template - Setting for Decimal format
Invoices Australia
An update in the last few months bought inconsistency into the invoicing format in terms of the decimal points on the unit pricing. It would be good to be able to define this - to two, three, four decimal points so that there is consistency on the invoices rather than some units at two and some at four decimal points.13 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoice reminders - Custom date and time
Being able to customise the invoice reminder so it only goes through during business hours and during working days M-F.
23 votes -
Xero Accounting App - Ability to sort quotes order
In app version, when we click omn Quotes then we see 2 options to choose- numer of quotes sent & number of quotes to invoice.
When we click on number of quotes to invoice then we see all the quotes converted to invoice. But they appear as increasing order means oldest quote on top, we should have option to change the order i.e newest quote on top.3 votesThanks for sending through your idea and highlighting what’s important to you.
We’ve taken a look, and now it’s over to the wider community to get involved. If others you work with would benefit from this too, feel free to share it so they can add their vote.
Other users can also jump in with comments to share how this would improve their experience in Xero—we’d love to hear more perspectives from the community.
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Invoicing - Reduce steps from Reference to Item field
Re: New Invoicing - Reduce Number of steps and clicks (The original thread has had comments turned off, so I can't comment that it has made more steps, not less...)
What has happened here...it is now taking eight tab clicks to get from Reference Number to the first box to input the item code...last week it was six...so the number of click has increased, not decreased.
Also, when inputting an item code, I have multiple codes that have the same base code with different suffixes...is there are way to just get it to the shaded part that you select the…
6 votesThanks for taking your time to start a new idea with the specific flow you'd like to reduce steps in, Lynette. Just to check it sounds like you may be tabbing from the Reference field to the Item code field - Would this be correct?
Being upfront this isn't something we have further changes planned for in the near term but it'll be good to gauge the interest from community around this, here.🙂
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Stripe - Invoice Xero user separately for Stripe fees
In an ideal world when a client pays us via Stripe 100% of the fee would be reconciled and XERO/Stripe would invoice us separately on a regular basis for the applicable Stripe fees.
3 votesHi Jo, thanks for sharing your idea on how Stripe fees could be handled.
We understand your 'ideal world' scenario where the full invoice payment is deposited, and Stripe invoices you for the fees separately. We can definitely see how this approach would lead to a much cleaner and more direct bank reconciliation for every single payment.
We're grateful for your engagement and letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how having Stripe fees invoiced separately could improve their experience with Xero.
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Quote & Invoice Preview in Mobile App
Clients need the ability to preview quotes and invoices on the mobile application before they send the document to their customer. I have a brand new client that took me several months to get him to move from QBO to Xero, and he is ready to pull the plug on Xero because this feature is missing. He performs 90% of his work on his mobile.
1 voteHeya Manny, I've looped back over your idea here again as it's played on mind. Options for preview do differ for Invoices versus Quotes in the Xero Accounting app. On the Invoices side you'll be able to Preview an approved invoice and I've included an example of this that I created on my Android.
However, this isn't quite possible for quotes just yet. We're in the process of releasing the ability to 'get link' like you can for invoices within quote on the web, but there aren't any plans to extend this to the Xero Accounting app in the short term.
I'll merge your post here in with this idea, where we'll be able to keep you up to date if there's any progress for the get link on quotes in the app. Thanks!
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Sales Credit Notes - Allow editing branding theme on paid credit notes
Currently it is possible to change the branding applied to invoices even after they are paid. It is not possible to do the same for a credit note which means that if there is a change in corporate branding that any credit notes that have been posted need to be recreated to be able to make the change. This should not be so difficult.
3 votesThank you for your engagement and letting us know that you would like to be able to edit the branding theme on paid credit notes.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Repeating Customer Prepayments
The ability to set up a repeating customer prepayment. We have customers who pay on account every month. We then create an invoice at the end of a billing period (Quarterly, annually etc) and then use their prepayments against the invoice. It would be useful to automate the prepayment creation so that we can reconcile the payment made by the customer to their prepayment. Creating the multiple prepayment forms every single month for all of our clients is tedious.
2 votesHi Reuben, thanks for the detail in your idea here - It sounds like you're currently manually creating the prepayment in Xero and then manually reconciling this once it's received in your bank account?
Though not a repeat prepayment feature like you're asking however you could create the transaction right when you're reconciling - From the Create option in the Reconcile screen click Add details which will open the modal. Here you can click the drop down on the Received as and change this from Direct Payment to Prepayment.
Totally get this doesn't automate the creation of the transaction completely, however could help save a few steps each month. LMK if this helps 🙂
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DOCX - Show CIS after subtotal
CIS Deductions need to show at the bottom of the invoice on advanced invoice templates as seen on the standard invoice template.
22 votes -
multiple pages on the allocation screen
Please add to product ideas to have
* multiple pages on the allocation screen.4 votesHi Leonie, trying to better understand your idea here. When you say payment and credit allocations screen - is this when reconciling your bank account? Or somewhere a bit different.
If you can share a bit more detail of where in Xero, and how this feature would help I can ensure it's shared back with the right product team. It'll help others in the community here understand if this is something they'd like to support, too.
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Invoice templates - Ability to edit Title for Prepayments
Invoice Settings - Branding Themes - Prepayment title
Why can't we alter what shows on a prepayment? We have several customers who mistakenly pay us twice for invoices, this is made worse when we send them the prepayments (of the double payments) which say "Tax Invoice" suggesting this is money owing to us. Why can't we change the title to "Credit Note" or similar, so that our customers know that they've overpaid without us needing to manually contact each customer.
It should be a fairly easy fix, seeing that most types of invoices, quotes, drafts, etc have the ability to…3 votesThanks, Will for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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New invoicing - Option to show/hide fields and adjust their sizing.
New invoicing - option to remove existing columns and adjust their sizing.
You had this option before the latest release, why did you remove it...
I dont want to "Due Date" on the top, nor the "reference", nor the "online payment option"5 votesHi everyone, thanks so much for submitting and supporting this idea. It’s clear from your feedback that having greater control over invoice edit layout, like showing or hiding fields or adjusting the column size, would make a difference on your workflow.
We understand how important this kind of flexibility is, and we aim to support a wide range of businesses. Right now in Xero, there are some options available. You can choose to hide or show certain columns on the invoice layout, such as tracking, discount, and amount. But we know this doesn’t cover everything, and many of you are looking for more customisation.
This idea is currently in the Gaining Support stage, which means it’s open for feedback and votes. The more we hear from you, the better we can understand the need and shape future improvements. We’ll keep an eye on the discussion and share any updates right…
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Quote - Formatting options in summary section
Quote- Multiple formatting options in the "Summary" section.
In the service delivery business the quotation is also your proposal. Having the ability to use bulleting or numbering as well as bold text or underlining would greatly improve the look and feel of your proposal when the "Summary" section is used to describe and summarize the work or project you are quoting on.
7 votes -
Invoicing - Option to add outstanding amounts to subsequent invoices at the bottom.
Could you enhance customer accounts by automatically adding outstanding amounts from previous invoices to the next issued invoice as a separate line item called 'outstanding fees'? This ensures customers can pay the full amount due, not just the current invoice.
8 votes -
New invoicing - Increase Transaction lines in invoices
Currently one can only post 50 lines in an invoice. It should be unlimited as some clients have at least 200 lines or more depending on their line of business.
6 votes -
Stripe Autopay - Report to show Autopay status of an invoice
AutoPay reporting - Xero needs a report that will show all the customer paying by AutoPay or show the percentage of invoices setup with AutoPay or even just have AutoPay Active/AutoPay offered in a separate column on the list of repeating invoices so we could sort by that information to determine how many of our customers are using AutoPay.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to introduce better visibility of the Autopay status of an invoice 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.
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