1032 results found
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Custom Invoice Numbering Sequences
Many businesses use customised invoice numbering formats to differentiate and organise invoices, such as XER-INV-0001.
Currently, users need to manually update the invoice number each time a new invoice is created. It would be helpful to have the ability to set a custom invoice numbering format with an automatically incrementing sequence.
This would eliminate the need to manually check and update invoice numbers and would allow businesses using customised numbering systems to properly utilise recurring 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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allocate different send email addresses to different layouts i.e. accounts would be different to quotes
It would be useful to be able to allocate different 'send' email addresses to different templates - for example, the email for our invoices is accounts@ but I don't want quotes to be sent from 'accounts@' I want quotes to be sent from a sales email.
Currently you can set up different emails within Xero but you can't toggle between or allocate them to different templates so you have to change the default email settings each time you want to send a quote and remember to change it back afterwards for all invoices, reminders and statements to be sent.
It…
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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Freight and insurance at bottom of invoice
There are regulatory requirements in certain countries (for example in Mozambique) where the freight and insurance must be shown with the totals under the invoice, and not in the invoice lines. Please add a way to accomplish this in the advanced invoice templates with tracking categories. Or if you have a better idea for 'custom' fields to 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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General ledger codes for GST / sales tax types
There needs to be a separate general ledger code per sales tax (GST) code.
We can claim both NZ (15%) and Australian GST (10%) on invoices paid. Currently the GST automatically deducted from the invoices are all coded to one GST holding code in the balance sheet.
This means the code is mixing up two completely unrelated items.
For ease of reconciliation (and good accounting practice), each GST / sales tax should have its own code.
The only way I can separate the two GST types is to manually journal the monthly balance from one code to another.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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Default attachment to Quotes for T&Cs
Have an option to have a default PDF file to Quotes, such as Terms & Conditions so you don't need to upload the document everytime.
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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It would be really helpful if Xero Files allowed users to select multiple documents and download them all at once. Having a bulk download op
It would be really helpful if Xero Files allowed users to select multiple documents in Files and download them all at once. Having a bulk download option would save time and make it much easier to manage and archive documents.
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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The ability to change the system date from today to another day
I would like to be able to change the overall system date from the current date to a date of my choosing, providing it is after the lock date. I was a long term Sage user and there I had the option to select a 'system date' so that if I had many transactions to post on a certain date I would not have to change that manually each time. For example today's date is July 15th, but I have credit notes to post all dated June 30th, so why can't I change the system date to June 30th? We…
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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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.
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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Receipts from Payments
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…
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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Xero Billing Clients and counting towards partner program
Allow an option to have the client pay for their Xero subscription directly while maintaining the client as part of our rewards system.
Currently we have to collect sales tax for many clients in many areas of WA state. for billing them for Xero, and we have to keep up with changes in billing. We should have the option of the client paying the invoice directly and not lose our cut as a partner.
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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Hiding Lines on an Invoice or Having a Stock item that is made up of other Stock Items
We use the inventory capability with Product and Services Items for sales and purchases.
When we sell an time, it can be made up of 3 other Products, it would be handy if we can set up a Product that links to the 3 Products that make it up. This then would keep stock levels resonabily correct.
Or could we bring the 3 Products through onto the invoice at a sell rate of $0.00 to reduce stock, and could these line items then be hidden?
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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surname shown first on sales invoice
Can we have the ability to automatically have each sales invoice shown as surname first, followed by their first name. Instead of the manual task of having to go into their contact details and changing this manually. In our business (as I am sure many other businesses also do) we reference our customers by surname for their jobs.
1 voteThanks for sharing here, Julie. Just to confirm when you're referring to the contact first and last names - is this the primary person name saved against the contact?
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Tabbing in Manual Journal
The new manual journal has added more tabbing which takes more time and has started hurting my hand. We went from a whatever it was to 7 tabs to get to the same spot in each line. It is nice to have an option to copy the line to the next line and select with a space. That seems to have added one tab. I could take it or leave it as a tab. I don't need that as often. But do we really need to tab to the trash column. Are we going to use that enough to need…
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 Register
Export Sales Invoice register with separate line for sales tax
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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different email address
More & more customers/suppliers are wanting their invoices sent to one email & statements sent to another & suppliers want purchase Orders to one & remits to another. An option to have multiple emails and tick box on what is sent where would be very helpful
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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PAYMENT PLANS FOR CLIENTS
PAYMENT PLANS
It's surprising to me that Xero doesn't offer this. We already have invoice reminders, surely it's possible to have customisable payment plans with reminders to clients?
Example; I invoice Don and Cindy for $3500.00. They have to pay a deposit of 30% to secure services, leaving $2450.00 owing. Their event/job is 18 months away, and I want to divide their remaining invoice into 5 equal chunks = $490.00 paid every 3 months, or whatever period is suitable.
The invoices can use the already existing reminder system, but it needs to be expanded and have specific amounts tied to…
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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Xero bundles Hubdoc with its product, and Hubdoc is an excellent way of managing supplier invoices. Send a PDF attachment to the Hubdoc emai
Xero bundles Hubdoc with its product, and Hubdoc is an excellent way of managing supplier invoices. Send a PDF attachment to the Hubdoc email address and it can be processed, reconciled, and retained as a proper PDF record.
So why is Xero, of all the services I use, one of the few that does not seem to give me the option to receive its own invoices as PDF attachments?
Instead, I have to click a link, open the invoice, download the PDF manually, and then send it on to the very document-processing system that Xero itself provides.
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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hen I create invoices, Xero uses the first name field of the primary person in the contact record as the name after “Dear”. I create my con
When I create invoices, Xero uses the first name field of the primary person in the contact record as the name after “Dear”. I create my contacts by importing them from another system via CSV, but there does not appear to be any way to populate that field automatically on import. That means I have to manually edit the contact in Xero every time I create a new one.
As a developer, I cannot begin to explain how irritating that is when you are doing it for the 200th time.
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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New invoice templates do not hide foreign currency conversions
Ability in new invoice templates to hide foreign currency conversions like you could do with the prevoius templates.
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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Having Ability to place a customer on hold, once invoice is overdue not just based on account limit
Ability to place a customer on hold, once invoice is overdue not just based on account limit
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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