1082 results found
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Quotes - Insert hyperlink text in description
Ability to insert hyperlink text in description of the quotes.
Purpose: Users’ can send more additional information by inserting hyperlink (e.g. website or T&C).
27 votes -
Invoices - Increase Unit Price field to six decimal places
Ability to increase unit price field to six decimal places.
Purpose: To make users easier when they have to input unit price with lots of decimal numbers
140 votes -
Quotes - Ability to consolidate or merge
Ability to consolidate or merge multiple quotes into another quote.
Purpose: To make clients easily sign through of a single quote, as this usually happens in large projects.
13 votes -
Invoices - Unapprove option
Ability to unapprove invoices once it’s already approved.
Purpose: it’s easier to have this feature if users approved the wrong invoices by mistake.
509 votesThanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
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Email Settings - Specify date/time to send transactions
Ability to specify date/time when users’ want to send emails from Xero.
Purpose: So clients/customers can receive the email during the working hours and not at random time.
719 votesHi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
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Sales Invoices - Combine Invoice file and attached files into one PDF when sending
Ability to combine sales invoice and attachments into one PDF when emailing/printing
Purpose: To ensure all documents are sent to the customer, and make it easy for customer to reference all documents together
98 votes -
Sales: Invoicing - Include QR code for quick entry
Add custom QR code to invoices sent from Xero
Purpose: Ease of entry - to scan and upload to your Xero org for auto creation of bills.
32 votesHi everyone, we appreciate the interest for being able to add QR codes to invoices.
While this is something we started looking into this is not something we're developing.
To set the right expectation I'll shift this status to submitted and we can continue to track the interest here.
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Invoices - Ability to Unvoid
To get the ability to unvoid Invoices
Purpose: Because creating a new invoice will generate a new invoice number, and if user can unvoid it, they can still get the same invoice number.
49 votes -
Quotes - Import/Export ability
Ability to export and import quotes in Xero.
Purpose: Because putting quotes in/from a spreadsheet can make users better calculate future cash flow.
193 votesHi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.
Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.
We'll make sure to update everyone through the idea here if there's…
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Quotes - Title and Summary to flow through to Sales Invoices
Ability to make quote’s title and summary flow through to Sales Invoices.
Purpose: To save users’ time rather than having them manually input the same title and summary when the quotes are converted into invoices.
240 votesHi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.
In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.
However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.
We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.
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Quotes - Convert to a deposit invoice and remaining amount invoice
Ability to convert quotes into invoice & the remaining amount of invoices.
Purpose: Because it helps users invoicing workflow as they often have to keep a separate record of deposits sent / paid and manually calculate the remaining amount to invoice on completion of a project
56 votes -
New Homepage - Track Quotes
Ability to track quotes and Purchase orders on the Dashboard
Purpose: This would allow for quick access and visibility of quotes
158 votesThanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.
With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.
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Repeating Invoices: Pause and resume repeating invoices
Ability to pause repeating invoices and resume it.
Purpose: Users’ don’t need to delete the repeating invoice and re-create it again.
52 votes -
Sales Invoices - Field for Customer's Purchase Order Number
Adding customer’s purchase order number in the sales invoices.
Purpose: because some companies will not pay an Invoice without a PO, so it’ll make users’ workflow easier when they can search #PO to find the right invoice.
206 votesWe appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
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Settings - Unique Reference Number for Transactions
Ability to add unique reference numbers to transactions so that user can search by the Xero reference number.
Purpose: Will be helpful in identifying which transaction belongs to the paper copy of the invoice in a client's records
28 votesHi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here
The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon.
Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented.
Alternatively, in terms…
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Sales Invoices - Pop-up reminder of notes
Ability to have a pop up reminder feature from the notes when creating a new invoice.
Purpose: This will make users’ easily identify if there’s any special note from their contacts in Xero, when they’re creating invoices for them.
74 votes -
Invoices: Repeating Invoices - Bulk Import/Export
Ability to import/export invoices in bulk.
Purpose: It’ll save users time rather than having to create each one individually.
284 votes -
Invoice: Invoice Templates - Custom Fonts for Standard Invoice Themes
Ability to add custom fonts for standard invoice themes.
Purpose: To have a better branding for users’ business.
46 votes -
Notifications - Alert when an invoice has been paid
Ability to have an alert in Xero when an invoice has been paid.
Purpose: Users can easily be reminded. Which will make it easier for them to order the product/stock for their business when they know that they have been paid.
183 votes -
Overpayments - Email/Print
Ability to email and print overpayment receipts from Xero.
Purpose: Some accountants need to print and email overpayment receipts from Xero, and having this feature will make their work easier.
110 votes
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