1001 results found
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Invoice Reminder - Prevent invoice reminder when a matching bank statement line is detected in Xero
A related problem is the risk of customers receiving reminders despite payment having already reached the bank but not yet having completed Xero's reconciliation workflow.
Requested improvement:
If an incoming bank transaction is clearly matched to the invoice, payment reminders should at least be suspended pending reconciliation.2 votesThanks for sharing this suggestion, Daniel. We understand the request for payment reminders to recognise when a payment is already on its way, such as an unreconciled bank statement line. This could help avoid sending reminders when customers have already made a payment, but not yet applied to invoices.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share your thoughts.
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Billable expenses - Select quantity to apply to invoice
Please could we have the option to add billable expenses to a customer invoice by quantity.
At current we have to assign the billable expenses as a whole, or not at all. Yet we sometimes hold items in stock for clients which are then billed at different dates, however once they have been assigned to the initial invoice we can no longer see the remaining stock on hand under the billable expenses list, unless we manually split it on the purchase invoice This only works if we know the quantities ahead of time, which we usually don't. Please add a…4 votesHi Stacy, thanks for sharing this idea and the illustration you've provided.
We can see why having the ability to partially assign billable expenses could be useful. The idea is to allow only part of a billable expense quantity or value to be applied to an invoice, making it easier to distribute costs across multiple invoices, customers, or projects without needing to manually track the remaining balance.
We've updated the status of this idea to Gaining Support. If this would be helpful for your workflow, please add your vote and share more detail about your use case.
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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.
5 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 plans for atm, but will keep an eye on the support in this here.
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Repeat Invoice - Send and receive PDF attachments automatically via Xero Network
Xero Network - include PDF on invoices sent through Xero Network when those invoices are raised every month from repeating transactions and sent automatically
Currently, only the invoices raised manually have the PDF attached if raised manually, but not on the ones that are auto posted. Its time consuming to then have to download each one and then go to multiple companies to add it
2 votesThanks for highlighting this opportunity. We understand the request to have PDF attachments automatically follow an invoice when it's sent through the Xero Network. Having everything arrive together could make invoice processing simpler and reduce manual follow-up between businesses.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and let us know what you'd expect to be included with the invoice.
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Email - Send copy to me to show all recipients
Problem
When sending Quotes and Invoices in Xero, users need a simple way to confirm who an email was sent to and keep a clear record of recipients within their email client.Current behaviour
If “Send me a copy” is selected, the sender receives a copy of the email, but it does not clearly include all recipients. To check who the Quote or Invoice was sent to, the user has to go back into Xero history and look up the details there.Suggested improvement
For both Quotes and Invoices, when “Send me a copy” is selected, include all original recipients…5 votesThanks for sharing your feedback on this idea and explaining how this change would help when sending Quotes and Invoices.
We can see the value in having the copy sent to the sender include the original recipients when “Send me a copy” is selected, especially where this helps with keeping accurate records and following up.
We’ve reviewed this idea and are moving it to Gaining Support so other community members can vote and add comments to share how this would improve their experience too.
We’ll continue to monitor the feedback here and share any updates if there’s progress to let you know about.
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Invoices - Show the Contact Group within an invoice
Id love to see the tags that we give a customer on the invoice screen. I use them for things like, customer needs to pay in full, or they are wholesale or they are text only. It would be helpful to see them on the invoice screen but not have it print anywhere.
1 voteHi, thanks for taking the time to raise this idea ✨ and for explaining how showing the Contact Group while Invoicing would be a benefit to your business
Other community members can now vote for this idea and add comments to share how this would help them. The level of support and feedback will help us gauge community interest and understand the impact across customers, which helps inform future improvements. We’ll continue to review the feedback, any post any updates here.
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Subscription Billing - Provide consolidated or grouped monthly invoicing for multi-organization owners
I receive Multiple, around 30, monthly invoices from Xero to me for each of my 30 entities.
They all come to my same email address.
They are all for my separate different entities.
I then have to open each email, click on each separate link, and download each separate pdf file of each separate invoice from Xero to each of my entities.
The common thread in these emails is that they all come to my same email address, at a staggered time over minutes / hours on the same day reach month.
If they could be sent to me in…
4 votesHi everyone, thanks for sharing this suggestion. We understand you’re looking for a way to consolidate subscription invoices across multiple organisations, so managing billing records is simpler.
Having a grouped invoice view could make it easier to review, download, and manage subscription for multiple entities.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Invoice | Auto pay - control emails sent to customers
All my clients are on recurring invoices. Every month they get an "Invoice Due" email & then 5 hours later they get a Payment Receipt email. Why is Xero REMINDING my clients that they are paying me money? I have over 30+ expenses on autopay on my credit card. Not one company goes out of their way to reminder me that I am paying them money. But Xero not only tells my clients that they've paid me "another" $1,000 this month, but they tell my client TWICE. A lot of things are unsavory about life, but this feature, which we're…
3 votesHi Sal, appreciate you raising a case with our support team about my response and understand where I have misinterpreted your idea (apologies for this).
I'll re-open and have slightly adjusted the title of your idea so we can begin to get a sense of the interest in having more control of the emails that are sent for auto pay invoices and payments.
Being open, right now this isn't something we're looking to support with this being a regulatory obligation in some regions. However we can continue to track interest here and share if there are any changes planned around this flow.
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Invoices - Paste multiple rows and columns from spreadsheets directly into invoice line items
Invoicing: Paste Multiple Rows and Columns into Invoice Lines
Related request, incorrectly closed as completed: https://productideas.xero.com/forums/967115-invoices-quotes/suggestions/50923184-invoicing-paste-multiple-cells-into-invoice-line
The new drag-fill function is useful and appreciated, but it is not what the original request asked for.
The requested feature is spreadsheet-style pasting of multiple rows and columns from Excel, Google Sheets or Airtable directly into Xero invoice lines.
Currently, clicking a cell immediately enters editing mode. Pasting therefore inserts everything as text inside one field instead of treating the clipboard content as separate cells.
Xero needs a way to select a starting cell without editing it, such as Ctrl+click, clicking the cell…
1 voteAppreciate you sharing this idea, Nic. The key request here is to support multi-cell clipboard pasting in the invoice line-item grid. Copying several cells from a spreadsheet could then populate multiple invoice rows and columns in one action.
This could make entering large invoices much quicker, particularly when the information has already been prepared in spreadsheet.
I’ve moved this to Gaining Support so we can continue gathering feedback. If you’d find this useful, let us know how you currently transfer spreadsheet data into invoices.
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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 votesThank you for sharing your feedback, Nicole. We’re continuing to think carefully about consistency across the actions and layout of our features as the product evolves, especially as more shared components (like the table used across invoices, purchase orders, bills, and quotes) are introduced into the new experiences.
That said, each feature also has its own distinct needs. While the new experiences across these pages will feel similar, there will be differences designed specifically to support the users and workflows for each one.
Although we’ll move this idea to Not in Pipeline as it’s too broad in scope, I do want to acknowledge that creating a more succinct and harmonised experience across features is very much top of mind for our product teams.
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E-Invoicing - Include Xero Inventory Item Code in Peppol XML SellersItemIdentification schema
When a sales invoice containing inventory item codes is sent from Xero through Peppol, the Xero Item Code is not included in the resulting Peppol invoice XML.
For example, a Xero invoice line contains:
Item Code: [ITEM CODE]
Description: [ITEM DESCRIPTION]
Quantity: [QUANTITY]
Unit Price: [UNIT PRICE]However, the Peppol XML only contains the item name or description and does not include the following element:
<cac:SellersItemIdentification>
<cbc:ID>[ITEM CODE]/cbc:ID
/cac:SellersItemIdentificationPeppol BIS Billing 3.0 defines cac:SellersItemIdentification as the field for an identifier assigned by the seller to an item. The Xero Item Code therefore appears to be the appropriate source…
1 voteAppreciate you bringing this to the community. Having the Item Code included as the seller's item identifier in Peppol invoices could make automated matching easier for receiving systems.
I’ve updated the status to Gaining Support so we can continue tracking interest. If this would be useful, add your vote and let us know how you'd expect the Item Code to be handled in the Peppol output.
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Hubdoc - allocate account to bill during upload
Hubdoc App. needs the ability to allocate chart of accounts to the bill when uploading rather than always having to do this on the web platform
6 votesThanks for your feedback here, Adrian. We can see how being able to assign chart of accounts codes in the Hubdoc app could make capturing bills and receipts on the go more efficient, especially for those working primarily from mobile.
We’ve moved this idea to Gaining Support so we can continue tracking interest and share the feedback with our product teams as they review improvements to the experience.
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Bills & Invoices - Option to change calendar picker to start on Sunday
When recording a payment in "Bills" please set the calendar to run Sunday - Saturday.
3 votesHi Julianne, thanks for sharing this suggestion. We understand why having the option to start the calendar on a Sunday could make date entry feel more natural for some.
At the moment, the calendar picker follows a fixed layout and there isn’t a setting to change the start day. We appreciate that even small layout changes can make a difference when you’re entering lots of transactions and moving quickly through your workflow.
I’ve updated this post to Gaining Support so we can continue tracking feedback and gathering votes.
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Malaysia eIvoicing - 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 bringing this to the community. We understand the request to have MyInvois@invoi.ci automatically included when sending Malaysian e-invoices where the relevant TIN and classification details are in place.
This could make sending compliant invoices, credit notes and debit notes more straightforward, particularly for businesses sending these regularly.
I’ve moved this idea to Gaining Support so we can keep gathering feedback. If you’d find this useful, add your vote and share how you’d like it to work.
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Overpayment - Audit trail back to bank statement line
Currently, there is no path to follow to an overpayments origin. We need to be able to see which transaction this overpayment came from when there is disputes over the account.
4 votesThanks for sharing this idea with us, and for letting us know this change would be helpful for you 😊
We’ve now moved your idea to Gaining Support so that other customers can vote on it and add their feedback too. This helps our product team better understand how many people are looking for this and the impact it could have.
If this is something others would also find useful, we’d encourage them to add their vote and share a little more about how this would help their workflow.
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more flexible user permissions
Currently Invoice Only (Approve and Send) permissions does not allow an employee to connect to third party software in order to import invoices into Xero. If Standard permission is granted, the employee then has access to bank accounts. This is not what we want. Please could Xero look at a way to customise Standard role permissions in order to have flexible permission settings.
1 voteHi 👋 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 merchant" feature uses the organisation's reply-to email instead of the creator's login email
When customers go into the quote link in the email and click "Contact merchant" feature it uses the creator's login email instead of the organisation's reply-to email.
It would be better if the organisation's reply-to email is there instead to keep it private, or a function to disable this to prevent the log-in email from being used by customers
1 voteHi 👋 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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Project reports & sub categories
Not sure if this has been raised before but, can we have sub categories on projects? Or have the option to insert the tracking categories in the project reports? Most software has this option but I feel that Xero is lacking. Yes i can use the Tracking category feature but I am not able to get a project activity report (per project) with these listed on there. I would like about 10 project subcategories for example Labour, Materials, Staff costs etc. I have set up these as tracking categories (under a "project" heading) and can select them on each Bill…
1 voteHi 👋 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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Invoice templates - Enable Branding theme on Credit note
Can you please enable the New Branding theme on Credit notes.
1 voteAppreciate your raising this feedback with us here, Nicola. This is something we have longer term intentions of rolling out to other document types, however don't have a timeframe of just yet. For the time being we'll get a sense of the wider interest and can keep everyone updated through your idea. Thanks
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1 vote
Hi Heidi, just to check by CPA do you mean continuous payment authority a an option?
- Don't see your idea?