1031 results found
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Invoice: Round GST on subtotal only rather than line-by-line
This is based on an actual example.
I had an invoice for around $15000 which consisted of around 10 line items. It appears Xero calculates GST per line item which is rounded (which is fine) and then for the total at the bottom appears to add up the rounded line items. What this meant in my case was that the GST total was 1 cent out where on my invoice it showed $2037.59 and on the purchase order I had it was $2037.58. The latter was the correct amount. What this meant was that this was enough for a big…
2 votesThanks 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.
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Sales Invoice - Ability to enter new contact first/last name from an invoice
When adding a new contcat from within an invoice, it would be useful to be able to add the contact first/last name. Currently you can only add the business name, email, phone number and addresses. That means unless you open up the new contact in a separate page to add in the contact first/last name (which is time consuming), then when the invoice is completed the email cant be addressed to the person's name. Would be much simpler to have first/last name field within the new contact section of the invoice.
17 votesHi Lee, just to make sure I've got this right - When you say you'd like to add the contact first and last name this would be for the person on the Contact record?
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Quotes - Show as Estimate in addition to Quote
We would like the option to provide an "estimate" for our Customers, rather than a quote. In our industry, we don't know exactly what items will be required, until we have started the job. If we give our Customers a quote, they expect us to honour the price quoted. An estimate gives us more flexibilty with the specific items we need to order and charge for.
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you. While this feature is not possible at the moment, you are able to use an advanced invoice template to show the quote name as Estimate. You can then switch between either one of the branding themes for when you want it to show as an estimate.
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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Search - Auto default cursor
Instead of a search button, the search field should be displayed by default and the cursor should default to that field. That way we can just type our search terms without first clicking on a button or a field.
1 voteThanks for sharing, Douglas. I see you've posted int he Invoicing forum and I just wanted to check if you're referring tot he Global search (in the blue banner) or the search bar within invoice lists?
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Invoice - Ability to print packing list while in Draft
Be able to print packing slips BEFORE approving the invoice. You are able to print "draft invoice" before approving so would be handy to be able to do packing slips too. We have to send customers PLs before they agree to taking the goods so we have to copy, paste, print & scan it to send to them.
2 votesAppreciate your feedback here, Lynsey. It'll be good to get a sense of other members that have a similar workflow from your idea here.
This isn't something we have p[lans for atm, but will keep an eye on the support in this here.
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Bills - Approval workflow based on account codes
We need the desktop app to support a bill approval workflow. Ideally, I’d be able to submit an invoice for approval, with it then routing automatically to different approvers depending on the nominal code. Once approved, it should post straight through to the ledger.
1 voteThanks for sharing this idea, and letting us know the changes that matter most for you.
We've reviewed your idea and moved it to Gaining Support ⭐ 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!
Votes and comments will allow our Product team to see which ideas are getting traction.
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Invoices - Expand native e-invoicing (Peppol network) support to European countries
Ability to send e-invoices to Europe (in Euro via Peppol).
This rolls up many other product ideas about sending e-invoices to European countries e.g. Spain, Germany, France, Belgium.
All that is required is an update to the Contact form (which currently just has ABN) to include a field for the Peppol Participant ID. For example, OpenPeppol (AISBL) itself has a Belgian ID of "0208:0848934496" (ISO6523-country-code:country-company-number).
2 votesHi Rick, thanks for raising this idea. We understand you’re looking for Peppol e-invoicing to be available across European regions, making it easier to exchange invoices with customers and suppliers through the required networks.
This could help streamline compliance workflows and reduce the need to manage separate solutions.
We’ll continue to monitor feedback and input from the community here, especially around which countries they'd like this feature to support.
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Invoices - Set Recurring invoice date to none
I would like to be able to set a recurring invoice date to no date or none, so I could create the invoice when it is required
3 votesHi Richard, at the moment, recurring invoices requires the "Next Invoice Date" during setup. We understand that being able to set this field to None could introduce more flexibility in the use case.
We'll continue to track interest and help our product teams understand the value of adding a “no fixed date” option or manual trigger for recurring invoice templates.
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Invoices - Add a warning or lock when invoice is already being worked on by another user.
When two users open the same invoice draft on different devices and make changes simultaneously, only the changes made by the last person to save and close the invoice are retained, resulting in earlier changes being overwritten.
It would be very helpful if Xero could restrict invoice drafts to be opened by only one user at a time, or provide a warning/lock to prevent simultaneous editing and accidental data loss.
5 votesHi Malki! 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.
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Invoice - Ability to add multi section invoice
On Invoices and Quotes, being able to add rows which sole purpose is to form a header or a group.
What I mean by this is, for example, if I was doing a decorating job for a customer where I was decorating 2 rooms, for ease of understanding, I could separate the materials and costs for each room and group them under a respective header/group, thus allowing them to be easily kept under one invoice/quote.
This would also work really well for quotes where a job may have multiple options for a customer to potentially choose from.
I have used…
2 votesThanks for sharing here, jason - We have an existing idea around multi sectional quotes that I've added your vote to and have adjusted the title of your idea here for the Invoices side of things.
We'll be sure to update you if there are any updates for this in either feature.
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Products and services columns
On the Products and services form/screen, have the ability to show and filter the Purchase and Sell tick boxs.
Then I can see products are only available on Sales or Purchase Orders or both!1 voteThanks 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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pop up notes
In the contact card - it would be good to have a "pop up" box that you can put notes in that appear in every field when you try to invoice a client or have a payment to make for a bill etc, that links to their contact card, as an alert for what you want the box to read. Super helpful for certain contacts only -but having this ability would be great
1 voteThanks 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 - New invoicing layout is due for an update
With the changes and improvements to the design of the Purchases overview > Bills page and tabs quite some time ago, it would be expected and easier to navigate through Xero if these design changes reflected in the Sales overview > Invoices page. The invoices page (despite the new invoicing experience when opening an invoice) is still the old outdated design that the Bills used to look like.
The bills and invoicing used to be the same design and while it's great to have an improved design in the bills section, it is sometimes not intuitive that the invoicing has…
3 votesHi Cameron, 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. Feel free to share it with your peers so they can also add their valuable feedback.
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Invoicing - Add Expected Invoice Payment Date within Invoice
Can no longer add an expected payment date when viewing an invoice, you now have to go to the 'awaiting payment' section of invoices. Meaning more steps involved and lost functionality.
92 votes -
line items to move up & down on android app
when we make Invoice & quote in android app then there should be a option to move LIne items UP/Down like we can do on desktop.
1 voteThanks 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 attachment of .xlsm (Excel Macro-enabled Workbook) to invoices
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.
1 voteThanks 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 - Commercial invoices for freight
Allow function to support the generation of Customs Invoices including dimensions of packages, HS codes and Country of origin.
See here
7 votesThanks for sharing your idea We appreciate you outlining how commercial invoices could help support international shipping.
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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Preview Invoices
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.
1 voteThanks 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 - Allow temporary client invoices without creating permanent contacts
In working with a client who uses Xero as their invoicing system, we’ve identified a practical workflow gap that may affect many small manufacturers and custom-service businesses.
The business does not operate a traditional point-of-sale system. Instead, they produce custom, made-to-order items such as signage and magnets for walk-in customers.
These transactions typically involve:
once-off customers
minimal customer details
immediate payment on collection
no expectation of repeat business
The business must provide proof of payment at handover while maintaining proper accounting records.
With increasing compliance expectations and the move toward e-invoicing, a streamlined method to issue a once-off invoice or…
3 votesThanks for sharing this suggestion, Anzelle. For businesses handling walk-ins or one-off custom work, creating a new contact for each interaction can add extra records to manage. A way to generate temporary or single-use invoices without saving a permanent contact could help support simpler record keeping while still allowing proof of payment.
We’ve moved this to Gaining Support so interest can be tracked and shared with our product teams for review alongside other workflow improvements.
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why cant we see when invoice have been opened
Would be good to see when the invoice has been opened with date and time. You can see when it's been viewed but none of the above. Would be handy as some customers say they haven't seen it because they are late paying when in fact they have opened it. Think every time they go to it it should be shown.
Might help if a court case or small claims would to happen!
1 voteThanks 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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