1078 results found
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Quotes - Save default Title and Summary for quotes
Would be great to be able to save a default, or even multiple templates, for the Quote TITLE and SUMMARY. We are currently retyping or copy+pasting common quote titles and descriptions for every single quote. Most of our quotes have the same title and a similar description, that could be built into a template or default text if you'd add that feature.
8 votesHey Dean thanks for bringing this Idea to us, we always appreciate our customers thoughts on how we can improve Xero! This Idea has been moved to Gaining Support so others can vote and comment on this. We also wanted to let you know that there is a work around for tis idea, you can create a draft quote with all the relevant details and use that as a base to 'copy to' to reduce the time spent filling out the same details. Don't forget to let you friends and colleagues know they can vote on this idea now 🙂.
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Invoicing- packing slip that is customisable and available from draft invoice, not just from awaiting payment
Currently, the option to print a packing slip only becomes available once an invoice has been approved and marked as awaiting payment.
It would be really helpful if packing slips could also be printed before invoice approval. In our internal process, we only approve invoices once an order is ready for dispatch, but the factory team often needs the packing slip earlier so they can begin preparing the order.
If we approve the order early just to generate the packing slip, it can create confusion internally, as the warehouse team may assume the order is further along in the process…
6 votesThanks 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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Search bar - Instant Search Focus for Faster Pasting / Typing
For years, Xero’s search bar worked in a way that allowed power users to click the search icon and immediately start typing or pasting. The input would automatically receive keyboard focus, so workflows that rely on quick data entry were seamless and efficient.
How it used to work:
Click the search icon (or press the search keyboard shortcut).
The search input was immediately focused.
Users could paste or type text instantly with no delay.
How it works now:
Clicking the search icon no longer guarantees immediate keyboard focus.
If you paste or type text too quickly after clicking, the paste…
7 votesHi Sally, thanks for sharing your idea, we appreciate hearing how bringing back the old search engine or improving the current one could make a difference to you. We'll continue to monitor this for more traction and keep you posted here. Cheers
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Stripe surcharge fee adjustment - Different fees For international and Domestic customers
It would be good if Xero allows for stripe surcharge fee adjustment for both domestic and international customers, not just domestic customers.
10 votesHi everyone, thanks for sharing your idea here.
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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Statements - Ability to include Credit note when making payment
New Statements with a pay now option are excellent. I feel it would be helpful for the customer to be able to select a credit note to pay to avoid overpayments.
Ie: customer has $400 in credit from December and a January invoice for $200 - on the January statement the customer is still allowed to select to pay the $200 invoice and not take up the credit note.
10 votesGreat to hear you like the pay now option on statements, Marney. Can see how it would be useful to be able to include and apply Credit Notes when making payment. We'll start to get a sense of the interest in this from others on your idea and I'll share if there are any updates for you on this.
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Sales - Show profit on each invoice and quote
Show profit on each invoice and quote
11 votesThanks for sharing this idea about showing gross profit on invoices and quotes.
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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delivery address on invoice
Why is it that whenever I discover a feature of xero that could be useful for us, I then find it is missing critical parts thereby rendering it useless? You have been around long enough to have learned how accountancy works by now, you cannot use the excuse that you are "just a start-up". Why do your invoices not show the delivery address? Why can I not manually enter a delivery address on to an invoice? Why do the notes from the Quote where I have put the delivery address as a workaround for your primitive system, not transfer to…
9 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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Customize Text Formatting
Enable common text formatting e.g add bullet points, make items bold, italic or underlined. Editing the text size and fonts might be handy for some folks too.
8 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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Xero Accounting App - Attach multiple photos to an invoice
Being able to attach multiple photos at a time to an invoice. Some of my clients jobs require me attaching upto 20 photos. To attach them individually is very time consuming
7 votesThanks for your feedback on bulk photo attachment for invoices created via the mobile app.
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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New Invoicing -Spell check on invoices
Spell check on sales invoices. I have multiple clients using Xero to raise their sales invoices and quotes, and spelling isn't their strong point. Having spell check enable within sales invoices and quotes will be extremely valuable for them.
16 votesThank you for your suggestion to add a spell check feature to Xero’s invoicing. We appreciate your feedback. As you know at this time, there isn’t a built-in spell check option available within Xero invoices. However, many users find that browser-based spell check tools or third-party extensions can help with proofreading invoice content.
We encourage you to continue sharing your ideas and feedback, as this helps us understand what features are most important to our community. For transparency there are no immediate plans for this feature, please know that your input is valued and will be considered as we continue to improve Xero.
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Proposed Practice: Signed Acceptance for Quotes
As a best-practice measure, we propose requiring customers to provide written or electronic signature when accepting quotes. This approach is designed to improve clarity, reduce misunderstandings, and ensure that both parties are aligned on scope, pricing, and terms before work begins.
Under U.S. contract law, a binding agreement is formed through offer, acceptance, and consideration. Acceptance does not always require a handwritten signature; however, a signed acceptance is widely recognized as the clearest and most reliable method of documenting a customer’s intent to proceed under the quoted terms. Using signatures helps establish clear evidence of agreement and supports enforceability if…
6 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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Xero Accounting app - Quotes should have the share option
Like in xero mobile app in Invoice we Have option to share Invoice via other apps by getting its Link (Even we can send that link to clients with SMS)
Quote should have similar share option in app.
20 votesThanks for sharing your idea, Davinder, and letting us know the changes that matter most to you. It’s great to see customers like you helping shape the future of Xero.
We have reviewed your idea, and it is now available for the community to support. Make sure to share it with colleagues who could also benefit from this feature so they can add their vote. Other members are welcome to comment and provide additional context on how this improvement could enhance their experience with Xero.
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Invoices - Add separate description / work carried out box
Please add a description box so that we can add additional information about the reason for the invoice. Being a garage we have to add description of car repairs carried out in the item line. Even if we could go right along the page with the text it would help a lot. At the moment invoices look messy and take up a lot of the page.
attached sample layout would be perfect...8 votesHi Lorraine, thanks for raising this idea. We understand having a separate description to describe a summary of work carried out would be a useful field to have. We'll open this idea up to the community to gain more support. 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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Quote Accept/Decline email reply to address
Quote Acceptance/Decline/Contact Merchant Buttons on quotes - select Reply To email.
Please please please let us choose the "reply to" email address in settings for when a customer presses "Accept, Deline or Contact Merchant" button on emailed quotes!
At the moment the reply goes to the staff members personal log in email which is super inappropriate and means the company misses these emails, especially if that staff member has left the company or the bookkeeper etc finalises the quote. The staff should never receive those emails in their personal email unless we select it in the settings. Give us the…
8 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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Receive an email notification when invoices are paid via stripe.
We require payment of cash sales before goods are sent to customer's, we need to know when payments have been made in real time in order to get the goods to our customers in a timely manner.
I reconcile payments to the bank account everyday so I can see when invoices are paid via internet banking. When it comes to invoices paid via stripe however, there is no reconciliation until the money comes into the bank account, so I don't know that these invoices have been paid until well afterwards.This means customers are not receiving their goods when they…
4 votesThanks 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 | Inventory - Auto update sales price
Every time i send an invoice, I update the new pricing for an inventory item in the invoice. This is manual but it should then automatically update the inventory price as well. so in short, the inventory should be following the latest invoice pricing to keep up to date.
7 votesThanks for sharing here, team - Currently, once you've selected an inventory item on a row of your invoice, if you click on the Item code field again you'll see the option to Edit which will open the item details modal for you to make changes, Save and continue on invoicing.
Understand some users may like this to be more automatic based on what you're entering in the line. I want to be transparent that we don't have plans around this and would need to consider how we make this optional for different use cases but for now we'll track the interest through the idea here.
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Statements - Send statements via SMS
Send statements via SMS as well as email
5 votesThanks for sharing your idea of using SMS as a delivery option for customer statements.
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 Payments - Collect invoice Payments via Zelle
Allow invoices to be paid VIA Zelle. Some business bank accounts hook directly to zelle, they don't have any fees like stripe, etc. I prefer to get paid VIA Zelle so I can keep more of the money I earned.
5 votesHi Katrina, thanks for raising this with us! We appreciate you letting us know that you're keen to have your organization included in testing if this idea gains more support to move forward. I’ve opened this idea up to the rest of the community so other users can share how important this feature is for their businesses as well. We'll be sure to keep you posted on any updates!
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Credit Notes - Select a date for credit note allocation
When allocating a credit note, either an invoice or bill, be able to set a date for the application, rather than defaulting to the date the credit note was created as it will fail occasionally when using lock dates.
14 votesThank you for sharing your suggestion for setting a specific allocation date for credit notes against invoices or bills. This would provide a smooth solution for linking invoices and credit notes across different financial years after lock dates have been set.
Now it's up to the community to get behind this idea 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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Quotes - Edit inventory item from within a quote
I would like the ability to edit inventory item costs directly from the quote page, similar to the option available on the invoice page. I don't mean the price on the quote itself, I mean the cost in the inventory. This would save me a lot of time.
10 votesThanks for sharing, Glen. We'll begin getting a sense of the interest in this from others in community here.
Make sure to share this with any other colleagues that'd find it beneficial too so they can upvote your idea.
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