1038 results found
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Attachments - Allow xlsm (Excel Macro-enabled Workbook)
I have to attach and include my back up when sending invoices.
Some of the back up is in .xlsm format (Excel Macro-enabled Workbook).Currently Xero won't allow attaching these: "File type isn't supported. Update it, then try again."
So I have to open and resave each document before I can attach, which is an unnecessary extra step in the process. It would be much more efficient to be able to attach the original document.
3 votesThanks so much for taking the time to share this idea 🌟
While we don’t currently support this file type, we can see why you’d like the ability to attach it in its original format.
We’re moving your idea to Gaining Support so we can gauge community interest and better understand how many customers would find this helpful in their invoicing workflow.
If others would benefit from this too, we’d encourage them to add their vote and share a little more about how they use these files, as that context can be really helpful for our team.
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Keep features and page layout consistent throughout different screens
This is not just an invoicing issue, but there is no option to choose everything.
The Invoice, Quotes, Bills and Purchase order pages all have differing layouts and features available.
For ease of use and continuity, why do all the pages not have the same layout and functionality?
I don't understand why all the services don't have the same features. You can do something in quotes, that you cant do in invoicing. Like dragging and dropping text, you can do it in quotes so surely it can't be that hard to make it available in invoicing again as well, like…
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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Schedule date and times quotes can be sent out.
Schedule date and times quotes can be sent out.
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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Feature Request: Default MyInvois Recipient Email for Malaysian e-Invoicing
We are a Xero user based in Malaysia and would like to submit a feature request regarding the Malaysian e-Invoicing process.
Currently, whenever we issue an Invoice, Debit Note, or Credit Note to a customer that has a valid Tax Identification Number (TIN) and Classification Code, we are required to manually add MyInvois@invoi.ci as a recipient email each time before sending the document. This manual step is repetitive and increases the risk of human error.
We would like to request that Xero automatically populate MyInvois@invoi.ci as a default recipient email (under the BCC column) for customers who have:
- A valid…
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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Invoici improvement suggestions
Can Xero consider making the following improvements/updates to Invoici if these features are not currently available nor in the pipeline?
Add a Bulk submit button (whereby users can check different bills/invoices to transmit to IRAS)
Add a Fillter function so that users can filter the list of Invoices/Bills by identifiers such as Invoice/Bill number, Contact name, etc.
Add an Export function (to export the list of Invoices/Bills as Excel, .csv, PDF, etc.)
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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Invoices - Improve visibility of long tracking category option's name
Tracking category name is long, but at the transaction it is not clearly visible same as CoA is visible completely
3 votesHi Anchal, thanks for sharing this idea. We can see how displaying the full tracking category names in invoices could improve visibility and comprehension.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular screens where this is most challenging, let us know so we can capture those details too.
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Invoicing - Allow Salesperson name , contact terms etc
Advance Template. Allow custom fields for advance templates (For all forms). like custom field 1, custom field 2 and custom field 3. So that we can add fields like salesperson name, contacts, terms, etc.
8 votesHi Choonke thanks for raising this here. We understand the need for having Sales person's fields both on the invoice itself as well as the custom template. We have opened this idea up for the community so they can add their votes and comments on this idea. In the meantime, we'll monitor this space for more traction.
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Connect with chat gpt
I’d love native Xero integration for ChatGPT. As a business owner, this would be a game changer.
I’d like ChatGPT to be able to:
- Read my Xero data securely (with my permission).
- Analyse profit and loss, balance sheet, and cash flow.
- create quotes and invoices on the fly.
- ask questions like “How profitable was last month?”, “Which clients owe me money?”, and “What were my biggest expenses this quarter?”
- Compare performance month to month and identify trends.
- Help categorise transactions and suggest improvements.
- Analyse jobs, margins, payroll, and overheads.
- Forecast cash flow and model business decisions.
- Prepare management reports and…
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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Global discount in Quotes/Invoices.
It would be useful to have a button to apply a discount to all lines in a quote/invoice at once, instead of having to edit them one at a time. Alternately, a global discount line at the end which applies a discount to the whole quote/invoice.
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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Default filename for quotes should not have spaces and dashes removed
Default "Print PDF" filename for Quote PDF documents should not have spaces and dashes removed from the Quote number text before forming the document file name.
Example: If I enter "Q-5678-9 123 Fail St" into the Quote number field, Xero "grooms" the PDF file name text to be "Quote Q56789123FailSt.pdf"
This creates unnecessary additional work to un-groom the file name every time a quote is printed to PDF.
By comparison, this unnecessary false grooming does not take place when using the Print PDF function for a Xero Invoice.
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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Statements - Make the online customer statements link static
the new customer statement link should be static i.e. never changes for each customer.
the link should be visible to us from the contact page in xero.
the link should also be a placeholder item that can be selected in email templates and also in invoice templates - via clickable link or even as a QR code, both in the docx invoice template and the new style templates.
it doesnt make sense that the statement link is now only 'exposed' if you decide to send a statement by email. the statement link is such a powerful new feature. don't hide…5 votesHi Louis, thanks for sharing this idea. Having a reusable online statement link for each customer could make it easier to use the same statement across different workflows instead of generating a unique link each time.
We hear that a consistent link could support things like templates, QR codes, contact records, or external portals where businesses want customers to access their statements more easily.
We'll continue tracking the votes and use cases here to gauge the community's interest.
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Multicurrency - Use buy/sell exchange rates instead of mid-rate
Use buy/sell exchange rates instead of mid-rate when generating invoice items from bill items that have been assigned to a customer.
Currently when entering a bill in foreign currency you have ability to assign the expense to a customer.
When generating a corresponding invoice the mid-rate from XE.com is used to convert the bill item FX amount into home currency. The mid-rate is always inherently wrong, as nobody has the ability to buy or sell currency at that rate.
This means that we have to manually find the correct buy exchange rate, do a calculation and then change the amount…
3 votesHi Ashlin, thanks for sharing this idea. We can see how having the option to use buy and sell exchange rates, rather than a mid-market rate, could provide more accurate foreign currency reporting for businesses that transact internationally.
Currently, Xero uses a mid-market exchange rate by default, although you can manually override the exchange rate on individual foreign currency invoices and bills when needed.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular multi-currency workflows or transactions where this has the biggest impact, let us know as those examples help us better understand the feature.
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New Invoicing - New Invoice button
When creating a number of invoices the new invoice link is hard to find. Instead of a text link have a button for new invoice in the header on the invoicing page
4 votesThanks for raising this Idea with us, we can see the value in having the New Invoice button in a position that is readily available from any part of the invoicing process. We have moved this to Gaining Support so we can track interest, now all you need to do is share with friends and colleagues and get them to vote and comment.
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Allowing GST inclusive and GST exclusive as
Allowing GST inclusive and GST exclusive options for all line items on an invoice.
This is an option when raising a payment in the system, where you can nominate whether a line item is either GST inclusive or exclusive.
On a invoice, it a blanket option, sometimes when you are on-charging an item and also charging a internal item and they might have different GST inclusion or exclusions
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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deposit
BRING THE DEPOSIT BUTTON BACK!!!!!!!
Xero rolled out this feature to ALL user roles and then one day it just disappeared! Speaking with support they said Xero has decided to ONLY make it available to Standard and Advisor user roles.
This is terrible especially if you have staff in your team who you need to issue deposit invoices but you don't want them to also have access to bank accounts and sensitive information.
Xero needs to allow ALL users with invoice access to request deposits. It is such a painful procedure now that you have removed this function.
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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Invoices - View Inventory availability when selecting item
It would be very helpful to be able to see the availability of inventory items when raising an invoice or quote.
I know this is possible once an item has been selected but it would be even better to see availability of all the items on the suggestions list, in order to select only available items.3 votesHi Peter, appreciate your suggestion. We can see how displaying available stock levels while selecting tracked inventory items on an invoice could help users confirm availability before adding the items to the invoice.
At the moment, you can view stock on hand from the Products and services list, and Xero will also warn you if the quantity entered on an invoice exceeds the available tracked inventory. However, having this information visible during item selection could help streamline order entry and reduce the need to switch between screens.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, it'd be great to hear more about whether you'd like to see stock on hand, available stock after allocations, or both displayed on the invoice.
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Show GoCardless invite link in contact page
In the Xero Contact details page, it would be really useful if the GoCardless invite link was shown, at the moment we have to log into GoCardless separately and find the link to invite new customers. it would save time logging into separate sites.
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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Option to automatically email out invoices when paid
There should be an option to automatically email customers a paid tax invoice or receipt whenever an invoice is marked as PAID.
Our business integrates with several sales platforms, where both invoice creation and payment allocation are fully automated. We process many thousands of invoices each month, so manually opening invoices or batch-sending receipts is simply not practical.
I appreciate that not every business would want this functionality, but there should at least be an option within Xero's settings to enable or disable automatic sending of paid invoices or receipts.
This would be a valuable time-saving feature for businesses with…
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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show cc fees or cash
Show optional CC processing fee in the quote if customer chooses to pay that way. I am currently having to create a new line item and manually calculate CC fees. Would save alot of time if the quote total showed the stripe fee automatically.
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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AI everywhere - Use AI to add details on bills uploaded to Files
Many of my clients upload supplier invoices directly to Xero, where they appear in the Files section.
Currently, when selecting an uploaded invoice and choosing Add to new → Bill, Xero creates a blank bill rather than extracting and pre‑filling the invoice details. In contrast, invoices received via Email to Bills are automatically processed and prefilled using OCR/AI.
It would be extremely helpful if invoices uploaded to Files could be processed in the same way, allowing Xero to prefill a new bill using AI or OCR. This would avoid the need to ask clients to change the email address they…4 votesHi Craig 👋, we've recently introduced Smart Document Capture which will achieve what you're after here!
Once you upload files Smart Document Capture will be able to analyse and create transactions on your behalf including invoices, bills, spend and receive monies.
This feature is currently available to all regions except NZ and AU which will be coming soon. 😊
I'll keep you updated once it's available to all users.
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