1027 results found
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Statements - ability to set default to Activity or Outstanding
Please have option to set statement type to ACTIVITY , and not OUSTANDING ( when mailing a statement to a client ) It was like that a month ago
17 votesHi Leoni, thanks so much for sharing this idea with us. We appreciate you taking the time to walk us through what you’re looking to achieve and adding those screenshots.
We’ve moved your idea into Gaining Support, which means it’s now open for the wider community to vote and share their experiences. This helps us get a sense of how many people would benefit from this improvement.
We’ll keep an eye on the feedback as it comes in, and if the idea gathers momentum, we'll provide you with further update.
Thanks again for being part of the conversation.
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Bills - Approval workflow based on account codes
We need the desktop app to support a bill approval workflow. Ideally, I’d be able to submit an invoice for approval, with it then routing automatically to different approvers depending on the nominal code. Once approved, it should post straight through to the ledger.
5 votesHi team, thanks for the feedback about how routing bills based on account code would be helpful in sending bills to the right user.
At present, we’re working on a bill approval workflow that'll support rules based on GL account code, alongside amount, supplier and submitter.
Matching bills can then move through selected user approval steps, with email alerts and a record of the decision kept against the bill, helping to reduce manual sorting and so your teams can keep the approval process in Xero instead of relying on separate lists or email chains.
Posting and accounting treatment will still follow the normal bill process once the required approval is complete. I’ll update again as this feature begins to roll out.
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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…
2 votesAppreciate 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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Inventory UK - Upcoming DRS (Deposit Return Scheme)
UK - Upcoming DRS (Deposit Return Scheme)
Is there an update being worked on for the DRS that comes in from Oct 27?
There will be a 20p per can/bottle added to each item sold B2B, so ranging from £1.20 to £4.80 per case that needs to be itemised separately on the invoice and isn't subject to VAT.
An option within Products & Services so the relevant amount can be added in each individual product would be ideal so case rates can be added.
1 voteThanks for sharing your idea about accounting for Deposit Return Scheme (DRS) deposits alongside tracked inventory. We'll open your idea to votes and comments so we can get a gauge of community interest and hear how others would use this. ✨
In the meantime, you can use a separate untracked item for the DRS deposit and add it as its own line to the relevant invoices and bills. Because the deposit is entered as an untracked item, it won't affect the quantity or value of your tracked inventory. We will monitor this and any updates will be posted here.
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Invoice Templates - Allow template to be deleted without replacement for historical invoice
I want to delete a number of invoice templates in Xero as the bank accounts relating to these templates are closed and we no longer require the invoice templates. I'd like to be able to do this cleanly without having to 'delete and replace'. I simply want to delete an invoice template without having to replace it with another invoice template that is unrelated. My methodology is to clean up, remove and simplify the invoice template options.
3 votesThanks for bringing this idea to the community.
We understand the request to delete invoice templates that are no longer needed without having to replace them with another template. Having more flexibility to manage historical templates could help keep your invoice settings organised.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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Contact - Display Billing Address fields first when adding a contact on an Invoice
Can you please change the order for when you add a contact in the sales screen
- billing address should appear first they way it does in the contact card, when raising a sale it would make it a better option for as the bill address is what appears on the invoice2 votesThanks for bringing this to the community. We understand the request to make the inline contact form follow the same address field order as the main contact card, with Billing Address appearing before Postal or Delivery Address.
I’ve moved this to Gaining Support so we can continue tracking community interest. Add your vote if this would make your invoicing workflow easier.
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Invoice Template - Allow custom labelling of Company Registered Number / CRN field in standard invoice templates
Company registered number appear to be labelled differently on the new invoicing templates, depending on the country of your entity.
For example, Ireland, the company registered number field is labelled "Registration number". In the UK the company registered number field is labelled "CRN" which isn't a common or well known abbreviation.
There appears to be no option to change this in the new template engine.
We would like to control the label of the Company registered number field, not have it determined by Xero depending on where the business is registered.
This feature request is for the new template layout,…
1 voteThanks for sharing this idea. We understand the request to customise the Company Registered Number / CRN label on standard invoice templates.
Having control over the wording could make invoices clearer for customers and give businesses more flexibility over how registration details are presented.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know what label you’d prefer to use.
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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…7 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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Quotes - Display estimated Stripe processing fees or surcharges on customer quotes
Show optional CC processing fee in the quote if customer chooses to pay that way. I am currently having to create a new line item and manually calculate CC fees. Would save alot of time if the quote total showed the stripe fee automatically.
3 votesAppreciate your time to suggest this, Greg.
Being able to show estimated Stripe processing fees on a quote could give customers greater visibility of the potential payment cost before deciding on their payment method.
We’ve updated the status to Gaining Support so we can continue tracking interest. Add your vote and share your feedback if this could help your workflow.
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Online Payments - Ability to connect a single Stripe account to multiple Xero organizations
We currently have 3 different Xero accounts for different regional entities, but all payments need to flow through one Stripe account.
At the moment you have to have an individual Stripe account for each Xero entity/account. It doesn't say this anywhere and when I tried to connect the account to a second Xero entity it began creating new Stripe accounts that I then had to delete.
Being able to connect ONE Stripe account to all Xero accounts would be a huge help.
5 votesHi Jess, we understand you’re looking for the ability to connect one Stripe account to multiple Xero organisations, so managing payments across different entities is simpler.
Having a multi-organisation connection option could help keep all payment information in a single Stripe dashboard.
We’ll continue to keep track of this idea and gather feedback from the community.
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Bills - Ability to add Posting Period to manage late bills
Serious limitation in Xero is TB period control. Currently the TB is created using transaction date, so late bills effect prior period instead of falling into the current account period. This is a key feature of any accounting system and a major limitation of Xero for SMEs.
To make this work it feels like a very simple change is required:
- ability to select period when entering a bill, sales invoice or journal (drop down field)
- ability to produce TB by either date (current set up) or period (field referenced above)
This seems like such a simple alteration and would open…
3 votesHi Ben, thanks for sharing this idea. We can see how having separate document and posting dates could provide more flexibility when recording late supplier bills, while helping preserve reporting for closed periods.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If you use this workflow, it'd be helpful to know whether you're mainly looking to improve month-end reporting, audit requirements, or both.
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Contact - Add Receipt Template option
Receipt Template options added to Customers Profile
To speed up sending receipts that may require different Receipt Theme Templates, reducing number of clicks etc.
By adding Receipt Theme Template option to customers profile (link we can do with Invoices) so when you click send receipt the selected Theme is already allotted to that customer.
2 votesThanks you for adding this idea Frank, its appreciated you explaining that being able to add a template for receipts as well as invoices is something you would like to see in the contact file. This idea is now open to votes and comments and you can share this with your friends and colleagues so we can get a gauge of community support. We will update the idea here if there are any changes.
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draft invoices and quotes to PDF with only draft access
Someone with draft only access to be able to save their invoices and quotes as PDF.
1 voteHi Hannah, appreciate your feedback - Can you share a bit more of your business needs here and why it would be useful to be able to give a user Draft only role with the ability to Print or download a PDF?
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Invoices with deposit - mark as sent to allow reminders to go out
The long awaited for deposit/part payment option on invoices is finally here however when you send these invoices, the system will not record them as "sent" which means reminders do not go out. Once the deposit is paid, if you resend the invoice, it still does not show as sent and no reminders go out. You have to remember to go back in to every invoice and manually tick the sent box at the top. Please can we have a system which allows reminders to be sent on invoices that were sent asking for a deposit.
2 votesThanks for highlighting this improvement, Kirsty. Having invoices with deposits automatically marked as Sent to trigger payment reminders could reduce the need for manual work.
We've updated the status to Gaining Support. Add your vote if this could help your workflow and let us know how you'd use it.
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Sales list | Xero Network bulk send - Include PDF attachments
I would like to suggest an improvement to the Xero Network bulk invoice sending functionality.
Currently, when invoices are sent individually via Xero Network from the individual invoice screen, the invoice PDF can be transferred to the receiving organisation and appears under Related Files on the resulting draft bill.
However, when multiple invoices are selected from Sales → Invoices → Awaiting Payment and sent via Xero Network, the PDF is not attached to the resulting draft bill under Related Files. Instead, the PDF is treated as an email attachment/delivery.
I understand that a similar Product Idea has already been completed…
1 voteThanks for sharing here, Dean and appreciate you defining the difference in what you're after from what's available at an individual invoice level.
We'll start to gain wider interest from others in this here. While we don't have any immediate plans for developing this capability into the send flow at the list level it's something the teams can consider ass they plan future improvements in this space.
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Invoicing | Receipts - Option to hide contact name on standard payment receipt templates
Sending invoices from WFM and receipting the payments in Xero - the standard receipt template in Xero needs an option to show just the billing address name without the contact name appearing as well. At the moment the standard receipt template in Xero can’t be changed, it would be good to be able to have an option to hide the contact name while keeping the billing address name visible, especially when the billing name is different from the contact name. The only way to change what appears on receipts is by using a custom DOCX template but this won’t work…
3 votesThanks for raising this idea, Trina. Being able to hide the individual contact name on standard receipts could help in situation when it differs from the business being billed.
I’ve moved this post to Gaining Support so we can continue tracking interest. What other information on a receipt would you like to customise on standard template?
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Batch Payments - Remittance | Ability to print before downloading PDF
We process a large number of weekly payments in Xero,
and one of the biggest challenges we face is the time it takes to create and print batch payments.Currently, after selecting invoices from the Awaiting Payment tab and creating a new batch, we move to the Transaction: Batch Payment screen. At this point, the only option available is to generate a Batch PDF and then print it manually.
Because we handle anywhere from 25 to 55 batches each week, this “PDF first, then print” workflow is very time-consuming.
What I’d really like to know is whether there’s a way…
9 votesHi Leslie, thanks for sharing your idea, and letting us know the changes that matter most for you. At the moment the only way to print the batch is after downloading it. However, we suggest going to the Paid tab and selecting the invoices checkbox and clicking on the Print option, this will combine all the invoices/bills. While this is a workaround, we are opening this idea up to the community to gain more support. If you need further assistance with this, please reach out to our support team for a 1:1 with them.
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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.
5 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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Prepayments - Ability to set a custom allocation date
Prepayment allocation doesn't work for us as the dates are incorrect.
We use prepayments to log client funds received. When an invoice is raised for the client, we then allocate these funds to the invoice on a certain date when the client agrees.
Prepayments in Xero behave in one of two ways: log the date the prepayment was allocated as either a) the date of the prepayment or b) the date of the invoice. Neither is correct.
I would request we have a further option to add a custom date of when the prepayment was actually allocated.
We have frequent…
1 voteAppreciate you raising this idea. We understand the request to set a custom date when allocating a prepayment to an invoice. This could make it easier to keep the allocation date aligned with when the funds are actually applied.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know how you’d like the allocation date to work.
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New Invoicing - Consolidated invoice process voiding the original invoices automatically
Consolidated invoices:
Have a proper feature that allows us to consolidate customer invoices rather than the "copy to" or "merge" as this does not tack the consolidation.
So the example us Customer A has 15 invoices you bill on 20th of each month but want to consolidate all 15 into 1 invoice to send them with all line items (not statements). Then the 15 invoices consolidated would be zero'd or closed off with a note saying the old invoice reference and where they were consolidated to into the new single invoice.Statements won't work, with the copy or merge you…
14 votesHi Keith, thanks for sharing this idea. We understand the consolidated invoice feature is an area of interest for our customers. The scenario you've described, combining multiple invoices into one with proper tracking, provides really helpful context. Your idea has now moved to Gaining Support, which means it's open for the community to show their support through votes and comments. Thanks for contributing to making Xero better ✨.
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