1038 results found
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drag and drop
Drag and drop.... it is not fixed or completed as you have told us today
Why cant this be enabled again?
yes i can copy and past or drag a line, sometimes Id rather move that line easily by just selecting and dropping.Likewise with re-ordering words within the description box
the blue dot and now the segmented box is annoying, boxes dont select correctly if you click thru to quickly
Your doing great at giving us more and more reasons to change providers
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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New Invoicing -Spell check on invoices
Spell check on sales invoices. I have multiple clients using Xero to raise their sales invoices and quotes, and spelling isn't their strong point. Having spell check enable within sales invoices and quotes will be extremely valuable for them.
23 votesThank you for your suggestion to add a spell check feature to Xero’s invoicing. We appreciate your feedback. As you know at this time, there isn’t a built-in spell check option available within Xero invoices. However, many users find that browser-based spell check tools or third-party extensions can help with proofreading invoice content.
We encourage you to continue sharing your ideas and feedback, as this helps us understand what features are most important to our community. For transparency there are no immediate plans for this feature, please know that your input is valued and will be considered as we continue to improve Xero.
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Bills - Allow users to disable the new Bills split-screen layout
I have been a Xero customer for over 10 years and have referred dozens of businesses to the platform during that time. The primary reason we originally switched to Xero was its simplicity and clean interface. Unfortunately, the recent changes to the Bills section have completely undermined that simplicity.
The new split-screen layout with the bill list on the left side of the screen is unnecessary and extremely distracting. When I open a bill, I need to focus on that bill only. There is no logical reason to display a list of other bills while I am working inside a…
7 votesHi team, there are two parts to unpack here:
- the new bills split screen, and
- the bill payments flow.
We’ve introduced a new bills quick view that lets users easily enter, scan, review, and take action on bills without leaving the list view. For some users, this completely replaces the older bills UI. The product team is monitoring this closely and may make quick view optional, so users can choose between quick view and opening the full bill. I’ll keep you updated here.
We’re continuing to support online bill payments and are encouraging setup because it can improve efficiency and simplify payments. There are no plans to remove online bills from the payments flow.
For users who prefer manual payments, they can still use the Record a payment tab or select a bill in the list and click Make payment above the list.
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Quotes - Edit inventory item from within a quote
I would like the ability to edit inventory item costs directly from the quote page, similar to the option available on the invoice page. I don't mean the price on the quote itself, I mean the cost in the inventory. This would save me a lot of time.
15 votesThanks for sharing, Glen. We'll begin getting a sense of the interest in this from others in community here.
Make sure to share this with any other colleagues that'd find it beneficial too so they can upvote your idea.
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Credit Notes - Select a date for credit note allocation
When allocating a credit note, either an invoice or bill, be able to set a date for the application, rather than defaulting to the date the credit note was created as it will fail occasionally when using lock dates.
22 votesThank you for sharing your suggestion for setting a specific allocation date for credit notes against invoices or bills. This would provide a smooth solution for linking invoices and credit notes across different financial years after lock dates have been set.
Now it's up to the community to get behind this idea 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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Invoicing - Send credit notes via Xero to Xero network
Can we send credit notes via the Xero to Xero network in the same way we do for sales invoices please?
9 votesThanks for sharing your idea, and letting us know that you'd like to see the ability to send credit notes via the Xero to Xero network.
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.
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Xero Accounting app - Quotes should have the share option
Like in xero mobile app in Invoice we Have option to share Invoice via other apps by getting its Link (Even we can send that link to clients with SMS)
Quote should have similar share option in app.
26 votesThanks for sharing your idea, Davinder, and letting us know the changes that matter most to you. It’s great to see customers like you helping shape the future of Xero.
We have reviewed your idea, and it is now available for the community to support. Make sure to share it with colleagues who could also benefit from this feature so they can add their vote. Other members are welcome to comment and provide additional context on how this improvement could enhance their experience with Xero.
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Credit notes - Negative symbol to differentiate from invoice
Now that the new Credit Notes have a white background the same as Sales Invoices it can be difficult to differentiate between the two. Can we please have negative symbols added to the Credit Notes to make it easier to differentiate from the Sales Invoices screen.
6 votesAppreciate your feedback on the new credit notes experience, Colleen. We'l strat to get an idea of the interest from other users that'd also find this helpful here.
Make sure to share this with any colleagues that'd also find this useful.
We'll let you know if there are any updates planned here.
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Invoicing - Use Customer's Default Tax Rates Regardless of Account Type
We have a customer that is billed for direct expenses incurred for travel to their site.
We code the sale to offset the expense, but the tax code doesn't use the default as set against the customer (zero rated income), instead, because we have selected an expense account, it uses the expense account tax rate (zero rated expense, or 20% VAT on expense).
Left as it is, it is in the wrong box on the VAT return (our external accountants have picked this up recently).
The only way to correct this at the moment is by using 'find and recode'…
7 votesHi everyone, thanks for taking the time to share this.
We understand you’re looking for customer tax settings to take priority over account defaults when creating invoice lines, so tax treatment is applied more consistently.
Having the right tax option as a default could help reduce manual checks and make invoicing easier when managing customers with different tax requirements.
We’ll continue to track feedback and interest from the community for this idea.
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e-Invoicing : Support France legislation
Purpose : Starting september 2026 or 2027 dependng on the size of business, all the invoices for French companies should respect the new legislation for e-invoicing.
Is Xero planning to be accredited by French admin as a registered software ? (https://www.impots.gouv.fr/liste-des-plateformes-de-dematerialisation-partenaires-pdp-immatriculees-sous-reserve)
It would be very helpful for all the companies doing business in France.
34 votesHi everyone, great to see interest building around support for French e-invoicing. As France moves towards new digital invoicing requirements, it's understandable that you'd want a smoother way to manage this in Xero.
At this stage, Xero’s e-invoicing features are available in AU, NZ, UK, SG, and MY. While expansion to more regions is something we’re actively looking into, this particular request is still in the early stages.
The idea’s now in Gaining Support. If this would help simplify things for your business, adding your vote or sharing your opinions would help us get a clearer picture of the demand.
We’ll post updates here as soon as there’s more to share.
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Invoices - Ability to highlight or bold text in lines
In the description section of the invoice is it feasible to highlight in bold
e.g Requires next service - motor mechanic industry4 votesAppreciate hearing how we could improve invoices for your use and to help items of your invoice stand out to customers, Lynda.
This isn't something we have direct plans of at present but we'll start to feel out the interest from others in community here and can let you know if there are any updates around this.
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Packing Slip - Add more detail of items
As small market gardeners we currently utilize the invoice and packing slip within Xero which works and works for us well. My suggestion idea is to take the packing slips which identify how many of what items required and collate those into a printable or electronic report (picking slip) which provides a total no. of each of the items within the packing slips over a specified date range. look forward to feedback
6 votesThanks so much for sharing this idea 😊
We can see how useful it would be to have packing slips collated into a printable or electronic picking slip that totals the quantities needed for each item across a selected date range.
We’re going to move this idea to Gaining Support so we can continue to track interest and feedback from other customers who’d also like to see this in Xero.
Please feel free to share this idea with friends or colleagues and encourage them to vote or add a comment too, as that helps us understand whether this is something more people would like to see in Xero.
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Quotes - Ability to highlight or bold text in lines
Hi Xero Team!,
Small request....
Can you please add the option to highlight text or bold text in line items on the quotes page. We often have multiple people working on/adding to a quote, which is sometimes built over several weeks or even months. It would be great to be able flag another staff members attention to an item or a note left in the line item by highlighting or changing text to bold.4 votesAppreciate your suggestion, Claire. We can understand how being able to format text within quote line descriptions could make important information stand out and improve the overall presentation of your quotes.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this formatting capability would improve your quoting workflow, add your vote and let us know how you'd like to use it.
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Invoices - Add Delivery due date
Add a field for the date the customer requires delivery. I currently use the expiry date, but if I mark the quote as accepted this date disappears.
This date is crucial for forecasting.
8 votesHi Catrina , 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 for more traction in the meantime. Cheers
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Invoicing | Inventory - Auto update sales price
Every time i send an invoice, I update the new pricing for an inventory item in the invoice. This is manual but it should then automatically update the inventory price as well. so in short, the inventory should be following the latest invoice pricing to keep up to date.
9 votesThanks for sharing here, team - Currently, once you've selected an inventory item on a row of your invoice, if you click on the Item code field again you'll see the option to Edit which will open the item details modal for you to make changes, Save and continue on invoicing.
Understand some users may like this to be more automatic based on what you're entering in the line. I want to be transparent that we don't have plans around this and would need to consider how we make this optional for different use cases but for now we'll track the interest through the idea here.
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edit invoices after payment made
Please make invoice amounts editable after a payment has been added.
I have wasted so much time removing payments to edit invoices and then re-doing payments (and reconciliation).
Preferably invoices would simply be editable without having to go to a menu and click edit too. Another massive time waster.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allow full line-item editing of paid invoices and credit notes while keeping the transaction total, date, contact and payment account locked
At a minimum, references and line-item descriptions should remain editable on paid invoices, and this functionality should be reinstated for paid or refunded customer credit notes.
Accounting integrations and connected e-commerce platforms cannot always determine the correct account, tax rate or description for every invoice or credit-note line.
Some platforms also make it difficult to assign the correct tax treatment to every individual product or product type before the transaction is sent to Xero. This is particularly difficult where one order contains items with different GST treatments, or where an order is subsequently edited, discounted or partially refunded.
For example,…
2 votesHi 👋 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 🙂
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Contact Search - Name suggestion if misspelled
we have hundred of customers and I sometime mis-spell their names when starting in invoice. Its would nice if an intelligent pop up would come up and say 'Mr Blougs' doesn't exist, did you mean Mr Bloggs? and links straight to it. At the moment it's just an unfriendly 'this contact doesn't exist' or something.
5 votesThanks for sharing this idea with us. We can see how having smarter contact search when creating an invoice would be helpful, especially when you’re working with a large number of customers and a small spelling mistake makes it harder to find the right contact.
We’ve reviewed your idea and moved it to Gaining Support. This means it’s now open for other customers to vote on and comment, which helps our product teams understand the level of interest and the impact this has for customers using Xero.
While we don’t have immediate plans to share for this, we’ll continue to track the feedback and support this idea receives here.
Thanks again for taking the time to share your suggestion with us 🙂.
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Sales - Restore deleted invoice
I would like the ability to restore voided / deleted invoices and bills. Sometimes an item is deleted by accident but to restore it I have to copy it to a new draft and then re-attach any PDFs, which is clumsy and time consuming.
5 votesThanks again for creating separate ideas for Bills and Invoices, Jenn.
This isn't in our pipeline, but we'll get a better sense of the wider interest for this from the community here.
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Invoicing - Ability to copy & paste from invoice preview
Is anyone else having issues with previewing an invoice?
After generating an invoice, I always preview it and then copy the customer name and then download a pdf to save on my shared drive. Now the Preview is showing all distorted and Xero will not allow me to copy. Some times when clicking on preview. it works and and some times it doesn't. Doesn't matter what browser I am Using it happens. I have even used another laptop and it is happening. Even changed the invoice template to older one and still happens. This is doing my head in.
2 votesHi Mark, thanks for all the detail you've shared with our Xero Support team surrounding the invoice preview and drag & drop within invoices.
I see you've already voted for the idea around drag & drop within invoicing and if there are any updates for this we'll share with you there.
I'll also re-open your idea here so we can get a better sense of the wider interest in being able to copy & paste contents from the invoice preview. We'll make sure to let you know here if there's any progress.
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