1031 results found
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Invoices - View Inventory availability when selecting item
It would be very helpful to be able to see the availability of inventory items when raising an invoice or quote.
I know this is possible once an item has been selected but it would be even better to see availability of all the items on the suggestions list, in order to select only available items.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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ai invoice detail filling
Use AI to automatically fill in invoice submission fields based on past expense patterns and details on the invoice.
It is so painful to manually fill in everything while it's always the same1 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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Xero’s unique “email to bills” address not accessable on 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
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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New Credit Note
When using "Create and apply credit" function the new credit note does not show the original invoice date. See attached screenshot.
The old version shows the original invoice number and original invoice date therefore these details can be entered on the credit note for easy referencing.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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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.
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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Repeating Manual Journals - Provide more frequency options
Once upon a time when we used TAS for our bookkeeping services, they had a very useful feature when processing recurring journals. We could choose separately months to correspond to the days clients being charged for. For example, we would pick January, March, May, July, August, October, December to process invoices for 31 days; February for 28 days; and April, June, September, November for 30 days. Once you have that set up initially, you don't have to think about adjusting recurring journals every month. At the moment, it takes me about half a day just to update over a hundred…
3 votesHi Anna, thanks for sharing your idea, and letting us know the changes that matter most for you. We understand that having more options in terms of how often the journal should be repeated would be helpful and prevent extra admin. We'll open this up for the community to share their thoughts and vote on it. In the meantime, we'll monitor this space for traction.
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credit note
The ability to apply multiple credit notes to invoices at an account level. We deal with accounts that are invoiced and credited quite a bit throughout the month, it's not convenient to allocate each time this is processed but would be more efficient at month end (or periodically) to be able to go account by account and offset oldest credit note to to oldest invoice to leave any balance on the lastest invoice or even at a system level to do this for all accounts at once?
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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Discount & autoreconcile for EFT payments (instead of card payment)
After 1 October 2026, businesses will no longer be able to add card payment surcharges when customers pay through Stripe. Many customers will therefore switch to paying with Stripe, when they previously paid by EFT. This will hugely increase the costs to my business.
To avoid penalising clients who are happy to pay by EFT, I'd like to offer a discount for payments made by EFT.
I want Xero to have a setting to allow me to offer this; and then to accurately automatically reconcile payments which take advantage of this discount method.
I do not want to manually fiddle…
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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Credit notes - Preview before saving as Draft.
We would like the ability to preview the Credit Note BEFORE saving it as a Draft.
Currently, the only option to preview a Credit Note is to save it as a Draft and then use the "Print PDF" option to open a preview.
Instead, we would like an option where we're able to view a preview when creating the Credit Note.
Purpose: To be review the Credit Note for mistakes before officially saving it.
Thank you!
4 votesHi Lina! Thanks for sharing your idea we appreciate the need to preview your credit note before it is saved. 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 Overview - Add a Branding Theme column
A problem I have each month is when preparing sales invoices - I use several branding themes, one of which is for the AdFin integration.
It would be ideal to be able to see on the invoice list (in Sales > Invoices) which theme was attached to each invoice, it would be further beneficial to be able to select a bunch of invoices and bulk change the theme where required.
5 votesThanks for sharing this idea about adding a Branding Theme column to the Sales Overview screen.
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 votes and comments too!
We need to keep a separate Ideas discussion for each idea, so there's an existing product idea for updating themes in bulk, where you might also like to add your vote, here: https://productideas.xero.com/admin/v3/ideas/48414839
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New invoicing - When sending show organisation's trading name at top of invoice
The email template has changed which accompanies the invoice to the customer. We have a legal name plus a trading as name which people know us by. Currently the legal name is showing up boldly at the top of the email which it didn't before. We would like the trading name to be in this place so as not to cause confusion to our customers, or have the ability to remove it entirely as it has the logo there displaying the correct name.
229 votesHi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
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roll over invoices
As a hire industry I have 1 off invoices for the month or invoices that get set up and will use copy to draft when the end of month happens as hire continues.
A few things that would be good is I only know at the end of the month when I come to roll over what that value will be at the end of the month. Why can the invoices that are going to rollover have a coding system so when the start of the new month happens I know how much in value may role over and will…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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Copying Invoice
When copying an invoice, it should display “New Invoice” instead of “Edit Invoice,” as it did in classic invoicing.
Currently, showing “Edit Invoice” makes it difficult to track which invoices have already been copied. Please change this so copied invoices are labelled as “New Invoice” for better clarity and usability.
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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Link Projects to Invoice Line Items via API
Link Projects to Invoice Line Items via the API
"Currently its impossible to link invoice items (revenue) to projects using the Accounting API. Furthermore, its impossible to modify invoices that have line items that have been linked to projects using the web UI.
This is a show stopper for us who have automated billing solutions and want to track the profitability of those projects within Xero. It's heartbreaking to have to do this outside of Xero.
Please make it possible for us to link invoice line items to Projects in order to use Xero as our Billing engine for 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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invoice history
Invoice History should show a clear relationship trail between invoices and credit notes.
History should show:
Credit note number when a credit note has been applied/created against an invoice
- Copied From: Invoice number
- Copied To: Invoice number
- invoice numbers and credit note numbers in History should be clickable so users can open related documents directly.Classical Invoicing already showed this relationship trail between documents.
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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automated statements
AUTOMATED STATEMENT SCHEDULING
It would be really helpful to have an option to set a customers statements to send automatically, at EOM, or weekly, whatever suits the customers needs.
It would need to be something you set for each customer, as it would not suit all customers.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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Sales | Invoice list - Show scheduled invoices
On sales overview (invoices), it would be really good to have "scheduled" in the "sent" column - where an invoice had been scheduled to be sent by email, but not yet been sent. A column showing the date they are due to be sent would be even better.
If not as above, it would be really handy if you could click on a tab for "scheduled" so you get a list of invoices that are scheduled, and the date they are due to be sent (like the 'scheduled' folder in Gmail).
1 voteGreat to hear you're finding use in the Invoice scheduler, Xav. Being a new feature that's still being rolled out to customers working this feature into other areas like the invoice lists view hasn't been planned just yet, however it would be good to get a sense of the wider interest in this here.
We'll share if there are any updates.
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0 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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Unassigned Sales Invoices View/Filter in Xero
Xero already has a really useful function for Bills where users can easily view unassigned items. It would be extremely helpful if the same functionality could also be added to Sales Invoices.
For companies managing a high volume of projects and customer invoices, it is very time-consuming to manually open each invoice individually to check whether it has been assigned correctly. A dedicated “Unassigned Sales Invoices” filter or report would make it much easier to identify invoices that still need assigning and would help prevent errors or missed allocations.
This would significantly improve workflow efficiency for businesses handling multiple projects…
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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Invoice - Reference default set to contact 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 settings4 votesAppreciate the feedback and how this would be useful when your reference is driven off the contact's account number.
It's not something we have plans for right now, but do share your idea with others that you feel would find this helpful so they can add their support for your idea here. We'll keep a close eye on the interest and share of there's any progress.
- Don't see your idea?