1099 results found
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Invoice Import - Display warning for new contacts being created
Our practice makes use of Xero's ability to import invoices to do monthly utility billing and have found Xero's feedback notice / confirm import page to be VERY useful.
On this page Xero notifies us if
- any invoices will not be imported due to errors
- invoice number already exists
- any item descriptions and/or prices differ from the Xero org's listed products and servicesUnfortunately, it does not notify the user if any new contacts will be created on confirmation, as imported invoices automatically create a new contact if a matching one does not exist.
This sometimes happens…5 votesAppreciate the feedback on invoice import notifications. Hearing how a prompt for new contacts could help keep your monthly utility billing clean and avoid unintentional duplicates is really useful.
We’ve moved this idea to Gaining support, so the community can now vote and share their own experiences. Any extra context about how this impacts your workflow would be helpful for others reading along.
We’ll share any updates here as the idea progresses.
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duplicate line
Ability to duplicate a line/line item within an invoice AND bill so that it doesn't have to be entered again and again. This will go a long way to streamlining cost allocation.
Loadable internal templates for bills and invoices to be entered for the businesses who layout complex invoices/bills.
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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Xero Accounting App - ability to delete quotes
Make all features available on phone app that are available on pc / laptops.
There’s various basic functions that cannot be done on the Xero app designed for phones. Many small business users who are on the road for work want to action expenses and invoices as they go and have the same functionality on their phone as the laptop. Features are currently missing e.g:
- adding a discount to an invoice
- adding a category
- deleting a quote
And much more. It would be great to be able to do everything on your phone.5 votesHi Ashleigh👋 Thanks for sharing your ideas and letting us know what matters to you! We also see how deleting quotes would be handy, and your idea is now open to votes from the Community to gain more support.
For adding categories and discount you are able to add a discount. We recommend raising a case with our support team for further assistance with this :)
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Invoicing - Display customer overdue balance and available credits on Awaiting Approval page
On the awaiting approval invoice page can we get more details for each customer, like any overdue amount and any credit they have in their account. Currently you cannot apply a credit unless you open the invoice. This will save time and errors.
3 votesThanks for sharing your idea, Shijo.
We've reviewed your idea and now it's up to the Xero 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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Invoices and quotes
We do very detailed quotations that are done from our quote / costing sheets. These are then sent as a PDF to clients. It would be really helpful if these PDF could be uploaded like a bill to Xero quotes and invoices.
4 votesHi Alyson
We appreciate you sharing your idea! It’s been reviewed and is now live for community backing!
Get your colleagues involved to vote and comment on how this change would enhance their use of Xero ☺️
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Multicurrency - SGD Conversion Box for GST Compliance in Foreign Currency Invoices
Dear Xero Team,
I hope this message finds you well.
I would like to propose a feature enhancement to support businesses in Singapore that operate with a base currency other than SGD but are required to comply with IRAS GST submission guidelines.
Under current IRAS requirements, when issuing invoices in a foreign currency, the GST amount must also be presented in SGD using the prevailing exchange rate at the time of supply. However, in Xero, when the organisation's base currency is not SGD, there is currently no built-in field or conversion box to show the SGD equivalent of the GST…
6 votesThanks for your votes and comments on this idea for a SGD conversion box for GST compliance. It's clear this is a feature many of you would like to see in Xero, and we really appreciate you sharing your feedback. For now, it is possible to use the Reference field to include the SGD value of the transaction. We’ve reviewed this idea and while we can see the value it would bring, it's not currently on our short-term development roadmap. We'll be keeping an eye out for more interest (votes), as these are a key factor in helping us decide what we build next.
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invoice reference default set to account number
I would like to be able to check an option that automatically adds the accout number to the reference field on invoices. This would save a lot of time.
I'm sure there would be options that people would like ot autofill this field so make ot part of the settings3 votesHi 👋 thanks for engaging in the product idea forums. To check, when you say you'd like the Invoice reference to autofill from the account number - would this be the Contact Account Number from their contact record?
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adding an invoice to a job in XPM
Currently if an invoice comes through to XPM via Xero Blue it can sometimes come in as a Misc. Invoice in XPM and not be allocated to a job. To correct this we need to delete the Invoice in XPM, edit the Xero Blue invoice and add some spaces and "dots ...". Then wait until XPM and Xero re-sync overnight.
Can we have the ability to manually add a job number to a Misc Invoice in XPM?
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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I would like a date column in the item invoice fields.
Many invoices span multiple days of services. I would like a date column in the item invoice fields.
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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preview quotes
As in creating an invoice, you can preview the invoice with the Preview button at the top right, It would be useful to be able to preview a quote in the same manner, rather then having to print to PDF? - I'm new to Xero so if I have missed anything then let me know.
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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New invoicing | Send - Remove invoice amount from email
Please remove the invoice amount from the "New Invoicing"
This should be optional for set templates like the classic invoicing where you could turn it off and on. It doesn't look great and prefer the older layout of the emails where you could control the layout more.
51 votes -
remitance
We process a large number of weekly payments in Xero,
and one of the biggest challenges we face is the time it takes to create and print batch payments.Currently, after selecting invoices from the Awaiting Payment tab and creating a new batch, we move to the Transaction: Batch Payment screen. At this point, the only option available is to generate a Batch PDF and then print it manually.
Because we handle anywhere from 25 to 55 batches each week, this “PDF first, then print” workflow is very time-consuming.
What I’d really like to know is whether there’s a way…
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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Invoice reminders - Create a criteria to set based on reconciliation date
It would be an easy fix to stop automatically sending reminders for "unpaid" invoices when the business has not done their reconciliation for the relevant period. We find it stressful and time consuming to check all the time. I think sending a payment demand with the proviso to "ignore it if it has already been paid" is a waste of resources. It would be way less stressful and more efficient if reminders could be pending and only be sent automatically once the reconciliation covering the due date has been completed.
2 votesInteresting idea, Marc. This would add another layer of complexity to reminders, but it would be great to understand the interest around this from your idea here for our product team to consider. We'll share if there are any updates.
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option to include bill descriptions or a configurable notes column on the Batch payment summary
We want to be able to create a Batch Payment summary report to include the description of each bill then once that is approved by Management, I am able to go straight to next step & export to the bank. Instead of now, we are having to create more steps when making payments by getting the description of each bill info required from the Payable Invoice Detail Report which is not working for us as we have multiple lines with descriptions & this report needs so much work to get it looking ready for Management to approve. Such a waste…
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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Recurring Invoice Set up/Integration
Ability to import recurring invoice data from Wave directly into Xero for easier set up integration
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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Having "Payment due upon receipt" line instead of the same date as the invoice was sent
A "Payment due upon receipt" option for the invoice due date, instead of the same date as the send date, would be more informative for our customers. Thank you!
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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2 votes
Thanks 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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hubdoc
Allow original pdf invoice to be attached to invoice email and subsequent reminders to clients.
We use Hubdoc to import invoice details to Xero. but currently one of the crucial fields (description of service) isn't imported automatically - we'd have to copy and paste each of these into the description field and even then it's not obvious to the client what the invoice is for.
It would be ideal if the original pdf could be sent out from Xero as an attachment to the original invoice email and subsequent reminder emails.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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Staff Invoicing and Quoting
I'd love for my staff to be able to login into xero to create invoices and quotes, and send them without being able to see the rest of the business accounts. Or has this been developed and can be done?
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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Invoicing - Use a keystroke to choose a bank account for payment
Add Payments Screen on Invoicing
We are still having to use mouse to enter the BANK ACCOUNT details. You can tab to the BANK ACCOUNT, but once there you have to USE MOUSE to enter bank account. We still have the whole chart of accounts listed in this field, Kelly has said this was fixed so I have lodged a case for that, but still not able to just tab and type enabled.4 votesHey Jacqueline, we appreciate you raising this as an Idea, however the functionality of tabbing through the different accounts you can use as payments accounts is not in the Pipeline. The option to search for the desired account is available as the field is a down arrow select option. The tabbing option is to just get you to the next field. You can, however, hit the space bar to open the selection and then you can start typing or use the up/down arrows on the keyboard to navigate the options.
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