1038 results found
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E-invoicing - Ability to send e-invoice from US organizations to other countries
US businesses who sell to the EU and other countries where E-invoicing is quickly becoming or is already mandatory would love an integrated solution within Xero.
1 voteHi Kellie, thanks for sharing this suggestion. We understand how native e-invoicing support for the US region could help streamline invoicing and support businesses as electronic invoicing becomes more widely adopted worldwide.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If US e-invoicing is important for your business, we'd be interested to hear which networks or customers you need to connect with most.
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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.
2 votesThanks 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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Sales overview page - Option to show Invoices as Tax Exclusive
Kia ora Xero Product Team,
I’d like to raise a feature request regarding how invoice totals are displayed in Xero.
Currently, the Draft, Awaiting Approval, Sent, and Awaiting Payment invoice lists always display totals on a GST (tax) inclusive basis. For businesses like ours that operate and report primarily on a GST-exclusive basis, this creates unnecessary reconciliation effort and increases the risk of error when reviewing invoices in bulk.
While we can work around this by using the Receivable Invoice Detail report set to “Tax Exclusive,” this adds extra steps and does not provide the same quick visibility as the…
13 votesThanks for sharing your idea to have the option to show the invoices on the sales overview as GST Exclusive.
We've reviewed your idea and updated the status to the 'Gaining Support' status. 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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Invoicing - Insurance / Surcharge Line at Bottom of Invoice
Summary:
Allow users to add a dedicated surcharge (e.g. insurance, card fee, handling) that appears as a distinct line below the subtotal on invoices, rather than as a regular line item.
Current LimitationAt present, any insurance recovery or surcharge must be entered as a standard line item. This:
Makes invoices look cluttered when the fee is not tied to specific products or services.
Can cause confusion for clients, who expect insurance/fees to be displayed separately (similar to how shipping or payment surcharges often appear).
Requires manual placement and formatting on each invoice, reducing efficiency and consistency.Proposed Solution:
Introduce…12 votesHi Joshua 👋It's really helpful for us to understand having the ability to add a surcharge or insurance line to invoices is a desirable option. We understand not having a dedicated field for surcharges or insurance can make it difficult to clearly communicate these extra costs to your customers. Currently manually adding a line item for the surcharge or using a custom branding theme to include the information are the only options💡Right now, we're not planning to add this as a specific feature, as our current focus is on some other features that will benefit a wider range of our customers, however we will monitor this for votes and comments from other users 📣
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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…
5 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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Batch Payment Summary - Option to include bill descriptions or a configurable notes column
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…
5 votesHi Lidiya, 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. Cheers
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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).
3 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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Xero App - Display 'Email to bills' address in Xero app
Xero’s unique “email to bills” address is only shown in the web version, this is bizarre as I will often have PDF attachments come through on my mobile email platform and I need to forward them to the relevant Xero account (we have 30+), I have to physically log into a laptop to get the unique email address, why can I not get this on my Xero / Xero me app? Can you add this, it should be very simple
2 votesHi Damien, thanks for taking the time to suggest this. Being able to access the "Email to bills" address from the Xero mobile app could make it easier to forward bills and receipts while you're away from your desk.
For now, you can log into Xero browser edition from your mobile devices, or save the 'Email to bills' address separately so you can refer to it on the go.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please keep voting and share how having access to the address in the mobile app would support your workflow.
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Invoice reminder - Reply to Email Default to Logged In User
Currently when invoice reminders is turned on by the client, the default address is for the reply to emails seems to be the Subscriber's email. Would be good if it was the email of the logged in user by default.
3 votesHi Melissa, appreciate you raising this. We understand you’re looking for a way to personalise invoice reminder email routing based on the user or team member sending the reminder.
This could help keep communication connected to the right person and make follow-ups smoother.
We’ll continue to monitor feedback from the community and gauge the demand.
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Web Content Accessibility Guidelines to be implemented correctly
The Web Content Accessibility Guidelines 2.2 Level AA need to be correctly implemented into all areas of Xero, including payroll, invoices and quoting, purchases, accounting and all other areas. Auditing of the solution needs to be done using professional auditors with lived experience. many areas of Xero do not meet the guidelines.
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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Repeating Invoices - Ability to bulk update repeating invoices
Repeating Invoices - Ability to bulk update repeating invoices.
We provide a subscription service which some of the 470+ customers have been using for years.
At times we make changes to T&Cs, the wording, rates, payment services etc. and it would be extremely times shaving if we could do bulk changes i.e. change the Item, Due Date, Reference, Payment Services etc, without having to go into each repeating invoice individually.
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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.
7 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…
3 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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Allow the Attn: field in the Ship To to display on invoices.
If I enter a name in the Attention field of the delivery address the Ship to information will not populate on the invoice. Please allow the Ship To fields to respect the Attention field of the Delivery address information.
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 - One-click to Approve, Mark as Sent & Email multiple invoices
It would be great to have a feature to Approve, Mark as sent & Email multiple invoices in one click from the Awaiting Approval Tab. We use a program outside of Xero to add invoice details & amounts and then export to Xero for approval and emailing. At present we have to take two steps to achieve the Approve, Mark as sent & Email result.
14 votesHey Nikki, thanks for sharing this idea.
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 votes and comments too.
In the meantime, it is possible to bulk Approve invoices from the Draft tab. Once this is done, you'll get a message where you can click 'View invoices' and select them all to then Email.
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bold
it's been asked before, just voicing my opinion.
It would be amazing to be able to:
<b>bold</b>
<mark>highlight</mark>
<i>Italic</i>
text within quotes and invoices.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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Add Payment Links to Draft/Proforma Invoices
Please add payment links to draft/proforma invoices.
My client recently moved from Sage to Xero and says this was a feature they relied on when using Sage.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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Contact Home screen Shows CREDITED Bills as "PAID"
On the Supplier / Contact home screen any bills that have been cleared with a credit note should not be shown as "PAID". This is confusing as a bill which has cleared with a credit note has not been paid from the bank, it has been credited. There should be clear distinction between the two methods of clearing a supplier bill.
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 - Recording if CIS statement has been received
On invoices with CIS deductions can we have a button or something to indicate if a CIS statement has been received for the deduction and then a report for which invoices haven’t received a CIS statement so easier to see who needs chasing rather than keeping a separate spreadsheet elsewhere of received CIS statements.
3 votesAppreciate your request here, Carey. Right now, you can use the CIS Suffered report to monitor deductions recorded in Xero, however understand this doesn't enable you to track CIS statements received at the invoice level.
This isn't something we have plans for atm, but we'll continue to get a gauge of support in this from your idea. I'll share if there are updates.
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Navigation - Quick Switching Between Invoices, Quotes & Bills
Be able to swipe (or buttons on the desktop) - left and right between invoices, quotes etc (both for all of them and for each company)
5 votesHi Mark, it’s clear that being able to move between different transaction lists more easily would make workflows smoother, especially when you’re juggling multiple parts of the business—like checking a quote one moment and verifying a bill the next.
At the moment, switching between Invoices, Bills, and other areas often means going back to the main list, which adds extra clicks and interrupts your flow.
As a workaround for now, you can right-click on Invoices or Bills in the Business menu and select Open link in new tab. This lets you keep multiple screens open at once and toggle between them without losing your place.
This idea has been moved to Gaining Support so we can track interest in a built-in quick-switch feature.
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