1016 results found
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Enable download of existing branding themes in DOCX format
Given that there are only 5 branding templates available, it would be useful if we could create a new DOCX template by downloading one of the existing branding themes and adapting that in Word.
This would avoid the need to manually create something similar to the existing themes by starting from scratch in DOCX, which is overly manual and inefficient.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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Increase the number of branding themes available
Many companies have far more than 5 requirements for different formats/types of regular invoice templates.
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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Stop Using your Customers as Guinea Pigs for Debugging and Development
Xero Customers pay a lot of money for a product that focuses advertising claims on simplicity, automation, beautiful accounting software, etc. It is really disappointing that radical changes are being made to core components are impeding the user and even putting businesses in a position of not being able to get paid properly - eg. screen layout and functionality is now ugly and cumbersome, invoice design is so unprofessional it looks like you are a scammer!
In addition to forcing all these changes, Xero expects their customers to put forward 'ideas' which are in fact 'fixes' for the mess created.
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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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when direct debit Xero subscription invoices, would be good if Organisation name for which the direct debit occurs as having multiple entiti
When direct debit Xero subscription invoices, would be good if Organisation's name for each direct debit occurs, as having scenario of multiple organisations subscribed with direct debit from same account.
Understand we can open the invoice and allocate accordingly, however saves time if the bank transaction line indicates the Organisation name.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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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 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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Remove the first "view and pay online" link
Please can you remove the first "view and pay online" link?
It is only needed once and at the bottom of the invoice is sufficient.
It also clutters up the page where the key invoice details are.I have highlighted it in a red square on my attachment.
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 Online Payments vs. Brand Template
The Brand Template might still have some unwanted online payment option present even when the individual invoice has all online payment methods removed. This has led to serious confusion with our Direct Debit / retained clients, who receive Repeat Invoices and felt obliged to pay manually all of a sudden on their monthly invoice.
This is further problematic because there's no email previou option for Repeat Invoices.
When online payments are disabled on an individual invoice, the brand template needs to mirror that behaviour without fail.
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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Make Delivery Address OPTIONAL on Invoices
Please make it OPTIONAL to have the delivery address appear on Invoices. Across dozens of businesses we use Xero for, none of them require a delivery address on the invoices. Currently the only way to avoid the delivery or "Shipping" address show up is to remove the information from the Contact details section. However, we want to retain our customers' street address information for our own reference, we do not want to delete it. If it is not workable for some companies to toggle the Delivery Address on or off in the template settings, at least please allow it to…
3 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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Xero Network key - clients that have given their XNK for invoicing. When sen out large batches of invoices it van be sent or identified asi
Xero Network Key - clients that have given us the XNK for invoicing. That if this is set up you don't need to toggle to send via Xero network - it just happens - easy to forget to do it when you a processing 100's of 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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Prepayments Showing on Statments
I know this has been discussed before BUT this is a MASSIVE bug for us. We HAVE to code money received from clients as Prepayments with GST as we are governed by the GST laws to pay this GST to IRD when received. The client is not expecting back so NOT an OVERPAYMENT - it is purely a client paying ahead of time for their fee's so is a PREPAYMENT. NOT having this show on Statements is incredibly confusing for clients. They like to keep track of where they are at and we can't show them.
Previously saw the advise…
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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smart document capture- turn it off?
Can you allow the option to turn off the smart document capture? At present, we have draft bills that we use to add data into and when that "smart document capture" opens, I can no longer read the tiny print on the attachments without downloading them. So at this point, it is actually adding time for us because we have to download & manage the data outside of Xero vs being able to do it all within Xero prior to this feature being added. At some point we will likely look at this feature, but we can't do that immediately.…
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 Emails sent - Remove Amount Due, Due Date, Invoice Number under the logo
Sales Invoice Emails sent - Remove Amount Due, Due Date, Invoice Number under the logo. For ecommerce sales invoices where customers have already paid when the order is placed online, I'd like to be able to email them an invoice with just the company logo. Having the zero dollars and due date there is confusing for my 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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Can Client Reference Code please be included as a field on the invoice template in XPM
The ability to include Client Reference Code as a field on the invoice template, under Date and Invoice number.
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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Quotes to Invoicing
Need to get all uploaded information on a Quote to automatically transfer when making an Invoice, or have the option to auto transfer.
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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Font size on invoice make bigger
Font size in standard template is too small, please make it at least 12 to 14 font size
Also address label needs to be lower to fit in an window envelope
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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+44
Please allow us to remove the area code for the telephone section as our clients don't need to see the +44 in front of our number.
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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ship to
Please allow us to fully remove the Ship To section on all invoices and quotes. We are a funeral director and this is horrible to have on an invoice to the family.
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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Practice Manager - expanding invoice description while editing
Practice Manager - Ability to expand the invoice description while making amendments or editing a job. In the new version, when editing a job in Practice Manager, the job description box does not expand so that you have a clear view of the whole document, only after you click save do you see if there are any errors or additional amendments to be made whereas in the old version, the job description box automatically expanded while editing. Super frustrating and a lot more time consuming now. Especially if you copy a job then edit the new job. Actually exactly like…
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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Please change the delivery address addition to invoices as an opt in only!
This newest 'upgrade' of adding the customer delivery address to invoices needs to be revised as an 'opt in ONLY' please (or add another address option for delivery and change the current one to 'physical' or 'street'.)
We deal with a number of volume contractors, so all of our billable items relate to sites that are NOT our customer's head office address.
Allowances need to be made for this and the current solution of simply removing the billing address from the contact is not the best solution as it means we lose this information completely from the customer record.
Please…
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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ACH CANADA
Please allow collecting ACH payments through Stripe for your Canadian customers, just as it's enabled for U.S. customers. I used to use GoCardless, but suddenly they suspended my account without explanation, claiming it's "under review," which is affecting all my recurring monthly charges. @Xero_team, please treat this as urgent and enable Stripe's ACH payment option for Canada.
Thanks
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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