1016 results found
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billing address
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 invoice1 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 invoice version
I agree with the many posts that the new invoice layout with glaring invoice amount and due date is tacky and unprofessional. We are a medical practice and this is not in keeping with our aesthetic or that of any traditional style business. Modern is fine, but this is tacky. I have had to develop a new invoice version using the docx option though this is not ideal. Would request a change or option of a contemporary corporate invoice without the oversized bold elements.
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.
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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Remove delivery address off invoice themes
The ability to remove the delivery address on an invoice theme would be really helpful. Currently you have to untick a box on every invoice but this could be made a permanent feature on the branding theme invoice templates. A simple toggle to turn off and on would be really helpful. Saves having to remember on every invoice to untick the box.
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.
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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multiple delivery addresses
To have more than 1 delivery address for a contact, when raising invoices or credits being able to select from a list of delivery addresses would be a huge improvement in efficiency and accuracy
1 voteHi 👋 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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In purchase orders, you can track "ordered" vs "billed". It would help apply that feature to the quotes, orderd vs invoiced
In purchase orders, you can track "ordered" vs "billed". It would be very helpful apply that feature to the quotes, ordered vs invoiced.
1 voteHi 👋 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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Please allow for the loading of a VAT number on the App
Please allow for the loading of a VAT number on the App. We are a mobile business that doesn't always have access to a PC
1 voteHi 👋 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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invoices drafted by admin can be edited by employee but not approved
I, as admin, can draft invoices and assign them to an employee.
Each employee can edit / amend their own invoices and submit.
I can then approve and send invoices out.
They can only view and edit their own invoices, not all invoices in the company.The process of me drafting all invoices on Xero (as is my role), saving to PDF, converting to word, saving in their file, for them to edit and return, for me to then edit on Xero before approving and sending seems crazily long-winded.
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.
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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Ability to modify the label of the Company registered number/CRN field
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 voteHi 👋 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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Ability to determine how an address lines are displayed on invoices
Business addresses appear to be formatted differently on the new invoicing templates, depending on the country of your entity.
For example, in the UK address fields are shown on separate lines. In Ireland, address fields are combined in two lines. There appears to be no option to change this in Template > Your Business address.
We would like to control the address layout, not have it determined by Xero depending on where the business is registered.
This feature request is for the new template layout, that we otherwise love. Using DOCX isn't a suitable workaround.
1 voteHi 👋 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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aging items
to be able to have aging on the invoice indicating current to 120 days due
1 voteHi 👋 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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Singapore e-Invoice - Validate credit note in Invoice Now
To have the ability to validate credit notes in Invoice Now that are not allocated to a sales invoice but are solely created to issue a cash refund.
1 voteAppreciate you raising this suggestion. Being able to send credit notes via InvoiceNow could make it easier to keep cash refund processes within the e-invoicing workflow.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share your use case.
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Invoice Layout - Customise position and alignment of invoice fields
I would like to provide some feedback on the new invoice format that was recently automatically applied to my account.
While I think the ability to see the invoice due date prominently at the top is a great improvement, it does come across as quite aggressive and I find the relocation of the Issue Date, Invoice Number and Reference fields from the top-right corner to be a significant step backwards.
It needs to be noted as well, that the position of the Invoice number now changes, depending on the length of information in the 'Reference' field. It is super annoying.
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1 voteAppreciate you raising this suggestion, Jennifer. Being able to control where key fields appear on an invoice could make it easier to work with high volumes of invoices.
For now, Custom DOCX Invoice Templates may provide an option to adjust the positioning of fields.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share which layout controls you’d like to see
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Dashboard - Add an outstanding quotes widget to the main dashboard
I want the option of a widget showing all outstanding quotes on the homepage. It is available on the Sales Overview page, but I want something similar on the homepage please
1 voteWe understand the request for a Quotes widget on the main Xero dashboard, similar to the existing information available in Sales Overview. A quick summary of outstanding quotes could make it easier to check the sales pipeline without opening another page.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you’d like the widget to work.
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Invoices - Import BCTI invoices
Xero should be able to import PDF BCTIs from other companies straight into Invoices, just like how Bills can be.
BCTIs are very commonly used and the amount of manual entry into Xero is excessive for our current time.1 voteAppreciate your feedback on how Smart document capture does not meet your needs, Sam.
We'll start to get a wider sense of interest and support for importing BCTI invoices like an upload feature similar to bills.
This isn't something we have plans for at present but we'll keep a watchful eye on this here, and share if there's any news.
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New Invoice TAmplate
New update on invoices is good overall but i have a few issues:
There should be an option to reduce the font size on the due date and amount due line or an option to turn it off completely, there should also be an option to move the due date down to the bottom of the page if you wish where it was before, it is too big and bold where it is now.
There is no need for the amount due to be written on the invoice twice once is enough to tell the customer. There is no option…
7 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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Contacts - Ability to set additional contacts as CC or BCC recipient from the contact record
I have a primary contact with two additional people checked to be included in emails.
However, when the invoice is raised, the additional people are included in the TO line rather than the CC line.
It would be good if additional people were sent in the CC line as this is common business prractice.
6 votesThanks for sharing your idea around CC'ing when sending invoices from Xero here.
Appreciate how having the ability to predefine the type of recipient each additional person on a contact record is would be helpful, and save time having to manually make these adjustments when sending.
It's not something we have planned just atm, but will keep an eye on the support and share if there are any updates.
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Invoice templates - Change format of ABN
Currently, when you toggle on ABN in the new invoice template, it removes all the spaces which is the incorrect formatting for an ABN. The only work around is to manually type in the ABN with the correct spacing in the ADDITIONAL BUSINESS INFO box.
The screenshot shows a manually added ABN at the top and the default Xero layout at the bottom.
It should be noted that in organisation settings, the ABN spacing is correctly displayed.
Please pull this through into the actual new invoice layout as well please.
3 votesAppreciate your feedback here, TJ. Our product team are paying close attention to feedback we're receiving on this new invoice template experience.
While we don't have direct plans for changing he ABN format at present, we'll keep an eye on the support for this, and share if there are any updates.
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Invoice template - Separate field for Business name
The new layout is problematic. When you select either physical or postal address, the business name is also pulled into the invoice. I need a different business name on different themed invoices and the only way to do this is to turn off address and in the ADDITIONAL BUSINESS INFO section add BOTH my business name and the address.
It would be much better if there was a separate toggle for the business name or if the address box was reworded so it said BUSINESS NAME & ADDRESS BOX and displayed what it actually pulls through. Only displaying the address…
1 voteAppreciate wanting more clarity and control of the Business name that is shown on your invoices, TJ.
We'll start to gather interest from the wider community in this here. I'll be sure to update if there are any plans put in place to support this.
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Email template - Placeholder for project name
It would be helpful to be able to include the name of the associated Xero project as a placeholder in the email template when sending an invoice.
I typically include my job number and the customer's job number (which is different from their order number that goes in the Reference field) in the project name, and would like to include both of these in the email template. Currently I have to manually input every time I send an invoice email.
A workaround for this could be to have a placeholder for the description in the first row of the invoice.…
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.
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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Invoice templates - Enable the new branding theme for quotes
Currently quotes use the "fallback theme" rather than the new invoice branding themes. This gives an inconsistent output which is unprofessional.
Quotes should use the new invoice branding themes.
No functionality should be lost in the transition. Currently in the "fallback" theme, the title can be changed from Quote to Estimate, which must be maintained.
1 voteThanks for raising this with us here, Jason. We appreciate your feedback on the new invoice experience and how expanding this to other document types would be beneficial and help with consistency.
This is something we have intentions of longer term, however we don't have a timeframe of just yet. I'll keep you informed of any updates for this here.
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