1019 results found
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e-invoicing multiple invoices
I would very much like to start using e-invoicing to send my invoices to clients. However, I bulk invoice (check in Draft / Approve / and then bulk email). So until it's possible to determine who can receive e-invoices, and to do that in a bulk action, I will need to stick with the old way. Sending 100s of invoices on one day of the month, it's just too slow to have to email them individually.
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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 number field in purchase bills
In xero sales invoices have an invoice number and an invoice reference field while purchase bills only have an invoice reference field, which we use for the invoice number. It would be great to add an invoice number field to purchase bills so that the two work in the same way and we can use the invoice reference for something else.
2 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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Due date for sales invoices 45 days
Invoices - Please could we have an option for due date to calculate 45 after the invoice date and then end of the month? EG invoice date 1st May 26, due date is 1st May 26 plus 45 days = 14th June, EOM = 30th June (due date). This is a common way to calculate due date in Southern Europe. Thank you!
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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Stripe payment to include Invoice number when releasing funds
When customers Paying direct from invoice we cant see it from our ebnd as the sum comes bank account from stripe without invoice number- due having stripe payments also from website it is hard to follow and lately fees are different for some reason- can Stripe add invoice number when send funds to our bank account
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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Deposit and balance email template missing
Have the option to edit the deposit and balance email template globally in Email Settings
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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billable expense
In Files>File Details there is no option to assign expense to customer.
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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Needs Marcons for Māori words
Kia ora,
I live and operate in New Zealand, where Xero was first created. With living in New Zealand, we use a lot of Māori words in our everyday lives.
That said, I just created a quote for an upcoming photoshoot which is going to be held in a town in the Bay of Plenty called Ōmokoroa. But fortunately, the marcon that appears above the Ō turns into an L when the quote is exported. Can you please let the development team know about this issue please?
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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Attaching more than 1 photo at a time to invoices
When uploading photos to an invoice (on mobile which is what I have to use for invoicing), it only allows one upload at a time. Some invoices I am uploading up to 10-20 photos which adds a lot of time compared to if I could simply select all of the photos on camera roll.
The ability to select multiple photos at once for uploading to invoices would be a huge time saver! Many clients/organisations require before and after photos of the work completed. I am sure many other Xero users would find incredible value in the option to select multiple…
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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accept quote by line item
Include a tick box or similar to allow a customer accept some line items and reject others within a single quote. This is helpful for offering a choice of materials with different price points so the customer can choose how much they want to pay.
Example -
Line 1 - option 1 cost to build a path with high end materials eg paving
Line 2 - option 2 cost to build a path with lower cost materials eg gravel
The customer would select either line 1 or line 2, not both.Our quotes often have several options so at the…
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 option to highlight/ bold text in quotes
Hi Xero Team!,
Small request....
Can you please add the option to highlight text or bold text in line items on the quotes page. We often have multiple people working on/adding to a quote, which is sometimes built over several weeks or even months. It would be great to be able flag another staff members attention to an item or a note left in the line item by highlighting or changing text to bold.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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Track services/work/jobs in progress or completed and invoice
Ability to track services that are in progress/completed for a particular customer, mark as completed, then add to a new or existing invoice.
For example:
In products and services - have standard services set up
When customer requires a particular service create a "Job" to track the hours spent performing that service - could be under a seperate tab in "Sales" section of Xero
When that service is completed ability to mark as completed
When new or existing invoice is created for that customer, an option comes up to "Add completed Jobs" (in similar to adding billable expense)
Reporting on…3 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.
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Calculated total of outstanding bills in suppliers
I work in purchases and desperately want to see in the suppliers page where there are multiple bills, a calculation at the bottom of each column (Paid, Due & Total) rather than having to manually calculate each column. The reports page to get this information is too complicated and longwinded. Just show each column totals would make my job so much easier!
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Invoice reminder contacts
The issue we have is that we may have different projects going on at the same time.
For eg. Client A has 2 projects at the same time.
Project A - Primary contact: Accounts@abc.com, cc: Mr. John
Project B - Primary contact: Accounts@abc.com, cc: Ms. JaneWe would like to set the reminders to be sent to Project A-Accounts & John, Project B-Accounts & Jane?
Currently it is sent to Accounts and John for both invoice reminders as John is set as to include in emails. It would be great if Xero has a function to be able…3 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.
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submit for approval
Quotes - Submit for approval for Draft only Invoice users roles. Currently can do it with invoices. Draft user can create a draft, when completed submit for approval. Quotes are create a draft and send. There is no options in between.
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.
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Invoice Templates
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.
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.
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Invoicing adding a new line
Instead having to drag an drop a new blank line to the area it needs to be which is time consuming can there be an option to just right click to add a new line on the place required.
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.
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Invoice and bills Pages
There should be a running total on the pages for their respective totals as both myob online and quickbooks have.
Quote-unbilled-overdue-invoice-paid.
The invoice page requires a much more user friendly search function also similar to the bills page.
The entire pages is overdue for an overhaul, very bland and basic, well outdone by competitors2 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.
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DO NOT retain expected payment date when creating a new invoice by copying the previous year's.
When copying an existing invoice, i.e. for a subscription renewal, it retains the expected payment date from last year's invoice (which was input when we received a remittance advice for that particular invoice from the customer). Retaining it in the newly copied invoice is really unhelpful because it is no longer applicable, the new invoice does not have an expected payment date from a year ago! I appreciate it is easy to remove but you have to remove it from each and every invoice from the awaiting payment tab, which is incredibly frustrating and unnecessarily time consuming when you have…
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.
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Products and services columns
On the Products and services form/screen, have the ability to show and filter the Purchase and Sell tick boxs.
Then I can see products are only available on Sales or Purchase Orders or both!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.
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pop up notes
In the contact card - it would be good to have a "pop up" box that you can put notes in that appear in every field when you try to invoice a client or have a payment to make for a bill etc, that links to their contact card, as an alert for what you want the box to read. Super helpful for certain contacts only -but having this ability would be great
3 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.
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