1001 results found
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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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custom templates
Custom Template - Currency specific bank details
Can bank details be added to a custom DOCX invoice/statement template as a merge field or placeholder that automatically identifies the currency and pulls through the corresponding bank account details?
We have 3 different bank accounts for different currencies, so ideally we’d like to use one template rather than having a separate template for each currency.
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.
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Correct how customer ledger is displayed
This is not an idea, it is a comment on how to correct Xero's BS system. A customer ledger is supposed to show a list of invoices, the amount of each invoice and whether each has been paid or not. But for some utterly unfathomable reason, the idiots at Xero seem to think that if you allocate an overpayment or credit note to an invoice, the invoice amount should show as 0. So I now have a ledger with a list of invoices all showing as 0 and I have to open EACH ONE individually to see what I have…
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.
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Sales Invoice - Include Attachments when sending invoices in bulk or significantly increase the number of lines that can be included on a sa
This is critical for a customer as they have significant low value transactions and can be invoicing in excess of 1000 lines a month.
Currently a separate Excel file is created and attached to the invoice, which summarises that totals say one line with Qyt of 1499 @ £7.50 and another line with Qty of 1350 @£27.00.
Each individual invoice is then sent out manually so that the attachment is included.
If the bulk send is used then the atrtachments are not included, even if the include attachments is ticked.
This must be fixed as the process is inefficient and…
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.
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Quotes - Preserve spaces and special characters in default PDF export filenames
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 votesThanks for highlighting this improvement, Jonathan.
Keeping spaces and hyphens in quote PDF filenames could make downloaded files easier to identify and manage, particularly when saving or sharing multiple quotes.
We've updated the status to Gaining Support. Add your vote if this could help your workflow and let us know what you'd like the default filename to include.
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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…6 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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draft
Improve Draft Invoice Review – More Columns/Filters & Next Invoice Button
DRAFT INVOICES
When reviewing a large number of draft invoices/bills, the current process is quite time-consuming because there is not enough information visible on the Drafts screen.
It would be extremely useful if users could display and/or filter by additional invoice line information, particularly:
- Description
- Quantity
- Account / Account Code
- VAT / Tax Rate
This would allow users to quickly review a batch of draft invoices and check that the coding, quantities and VAT treatment are correct before approving them.
At present, I have to…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.
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sales invoice
When sending invoice to customer, any attachment would be collated into the invoice and sent as 1 document rather than the customer receiving the sales invoice and multiple attachments separately.
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.
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Ability to download word doc for standard template and amend
Ability to download the new standard default template as a word document so layout and other features could be amended and then upload as custom template
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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Easier to add customer [First Name] when quick adding in invoices or even at the email stage
Easier to add customer [First Name] when quick adding in invoices or even at the email stage.
When typing in a new customer on the invoice form, it doesn't have the option for [First Name], which once emailing the invoice in the templates requires typing it manually each time. Or have it in the quick edit dropdown.
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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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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Reorder payment options
Hi team. Now the new surcharge regulations are enforced, is it possible for Xero to consider more flexibility with Invoice Templates and being able to reorder the payment options. In particular, I would prefer to have my direct deposit payment details above the 'pay online' card options. I have updated my invoice notes to say preferred payment is by direct deposit but it would be more useful for it to be the first option. Thanks so much, Kellie
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.
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Scheduled Scheduled Send for QuotesSend for Quotes
Hi Xero team,
We'd love the option to schedule quotes to send at a later date and time.
As a small business owner, I often finish quotes late in the evening after job site hours. I don't want clients receiving quotes at 11 PM, since it doesn't look professional and can set the wrong expectation about my availability. Right now my only options are to send it late or remember to come back and send it the next morning, which is easy to forget.
It would be helpful to have a "Schedule Send" option on quotes (and invoices) that lets…
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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Edit email templates for new Payment Follow-Up feature
The new payment follow-up feature looks really useful, but the standard email template mentions an online payment link. I don't and will not use online payments, so this line needs to not be in the email. As the whole point of this feature is to smooth the relationship with late payers, the email coming from my organisation needs to be 100% accurate and not refer to services which I don't offer, so the presence of this line makes the whole feature useless to me.
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.
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Treat Invoices quotes and proformas the same for entering
Invoices / Quotes / Proformas all need to be exactly the same, and how you enter them exactly the same.
All we need is the ability to store them and use them different.
For example, a customer wanted a quote, and that needs all the details (except their order number) as a Pro-Forma or an Invoice.
The Quote does not show the customer delivery details when you are entering a new customer [see below] so I had to go all around the houses to enter it, and then I had to print a PDF on the screen just to make…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.
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print options
when previewing i would like to have the print option back as previously in the older version .
so i don't have to download the invoice to print it and take extra time to print from a folder on my pc and then delete it again,
i really enjoyed just previewing the invoice before saving and just hitting the print button there in the previewed page.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.
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Xero's short-term cash flow does not currently have that automatic deduplication logic. There is no setting that says "if the actual invoic
Excluding recurring Invoices from Cash Flow Projections, once the Invoice has been raised to remove any duplicated cash flow?
I want the system to be smart enough to automatically detect that a recurring invoice has already been raised as an actual invoice and then exclude the corresponding prediction from the cash flow projection without any manual intervention. Xero's short-term cash flow does not currently have that automatic deduplication logic. There is no setting that says "if the actual invoice already exists, auto-exclude the matching recurring prediction." The only options available today are the manual workarounds (turning off predictions or manually…
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.
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Indexing repeat invoices and bills
Being able to have a unique identifier attached to repeating invoices and bills would make it so much easier to be able to spot the repeating invoices in the accounts,
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.
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remove approve and email
Ability to only approve & not email invoices. I use a third party program that sends send the invoices and I risk resending the invoices every time I approve in Xero
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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