1066 results found
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Invoicing - A button for new invoice
When creating a number of invoices the new invoice link is hard to find. Instead of a text link have a button for new invoice in the header on the invoicing page
1 voteHi Mark, trying to better understand your idea here. From the Invoice lists there is a button above the list for 'New invoice' and from the Sales Overview there is a 'Create' button which you can click to drop down and select the type of Sales document you'd like to create. Is there something a bit different you're imagining for this?
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Estimate in addition to Quote
We would like the option to provide an "estimate" for our Customers, rather than a quote. In our industry, we don't know exactly what items will be required, until we have started the job. If we give our Customers a quote, they expect us to honour the price quoted. An estimate gives us more flexibilty with the specific items we need to order and charge for.
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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Allow users to disable the new Bills split-screen layout and hide Xero bill payment promotion
I have been a Xero customer for over 10 years and have referred dozens of businesses to the platform during that time. The primary reason we originally switched to Xero was its simplicity and clean interface. Unfortunately, the recent changes to the Bills section have completely undermined that simplicity.
The new split-screen layout with the bill list on the left side of the screen is unnecessary and extremely distracting. When I open a bill, I need to focus on that bill only. There is no logical reason to display a list of other bills while I am working inside a…
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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Xero Accounting App - Attach multiple photos to an invoice
Being able to attach multiple photos at a time to an invoice. Some of my clients jobs require me attaching upto 20 photos. To attach them individually is very time consuming
5 votesThanks for your feedback on bulk photo attachment for invoices created via the mobile app.
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Cashflow Manager
Please can you update the Cashflow Manager so that you can show customers/suppliers by their contact group.
4 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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adding time or expenses from project to an existing invoice
I would like to see the ability to add additional time or expenses from a project to an existing invoice. When creating invoices, I sometimes forget to add the expenses to an invoice. It would be great to be able to add these expenses to the existing invoice without having to void the invoice and start over.
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.
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HIDE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL
HIDE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL
I NOTE THAT XERO HAS RECENTLY ADDED A SUMMARY OF STATEMENT ACTIVITY TO THE EMAIL TEMPLATE (CLEARLY DIDN'T LISTEN TO THE FEEDBACK WHEN XERO DID THIS TO THE INVOICE TEMPLATE).
PLEASE ADD THE FUNCTION TO HIDE THE DETAILED SUMMARY ON CUSTOMER STATEMENT EMAIL TEMPLATE.
5 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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Being able to tab forward or back through invoices when viewing
Being able to tab through invoices. So if you are viewing an invoice say INV#010 there's a button you can press to tab to the next invoice INV#011 or a back tab button to view INV#009.
This would be far easier and save time compared to currently entering each individual invoice number to search for it and view. Pls consider as i am sure this would make life quicker and easier for all users! Thanks Dean3 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 - Ability to print packing list while in Draft
Be able to print packing slips BEFORE approving the invoice. You are able to print "draft invoice" before approving so would be handy to be able to do packing slips too. We have to send customers PLs before they agree to taking the goods so we have to copy, paste, print & scan it to send to them.
1 voteAppreciate your feedback here, Lynsey. It'll be good to get a sense of other members that have a similar workflow from your idea here.
This isn't something we have p[lans for atm, but will keep an eye on the support in this here.
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Delivery Due date
Add a field for the date the customer requires delivery. I currently use the expiry date, but if I mark the quote as accepted this date disappears.
This date is crucial for forecasting.
4 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 should be preserved unchanged once issued
UK tax regulations, and presumably those for most other countries, require that when a COPY invoice is produced, that is a copy that has not been amended.
Currently, if an invoice is sent to a client, and the client address details are changed, then the invoice is ALSO changed. This is contrary to legislation.
It is however required that each additional copy invoice must be clearly and indelibly marked “THIS IS NOT A VAT INVOICE”.
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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Set Recurring invoice date to none
I would like to be able to set a recurring invoice date to no date or none, so I could create the invoice when it is required
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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Add “Assigned Staff” Tab to Invoices in XPM
Add “Assigned Staff” Tab to Invoices in XPM.
We would like the ability to assign staff members to invoices created in Xero Practice Manager (XPM) to improve workflow visibility and accountability throughout the billing process.
Currently, when an invoice is open, there are three tabs available:
Information, Notes & History.We propose adding a fourth tab titled “Assigned Staff.”
Invoice workflow typically moves through several stages:
1. Staff member creates the bill
2. Manager reviews and approves
3. Director reviews and approves
4. Admin completes final processing and sends to the clientHaving the ability to assign up to 4–5…
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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'Include with the online invoice' setting in templates for all invoices
It seems I am only able to tick individual invoices to include the PDF attachment (invoice from our stock system) that is loaded on the Xero invoice. It would be extremely helpful to have the option to turn on the 'include with online invoice' as a default for all invoices.
This would allow our customers to be able to download our itemised invoice via their statement rather than the basic Xero templated version.
5 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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toggle
Ability to turn off / toggle the warning for
"The invoice was raised after the payment you are reconciling to"
Alot of my invoices are dated after the payment date for whatever reason. It would be create to have a choice whether to receive this warning or not.
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.
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Send credit notes via Xero to Xero network
Can we send credit notes via the Xero to Xero network in the same way we do for sales invoices please?
4 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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approval of quotes
There is no facility in Xero to send a quote to a supervisor for approval prior to sending to the customer. It is essential the amount quoted to the customer is correct. I can submit invoices, bills and purchase orders but not quotes. Why not?
6 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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Proposed Practice: Signed Acceptance for Quotes
As a best-practice measure, we propose requiring customers to provide written or electronic signature when accepting quotes. This approach is designed to improve clarity, reduce misunderstandings, and ensure that both parties are aligned on scope, pricing, and terms before work begins.
Under U.S. contract law, a binding agreement is formed through offer, acceptance, and consideration. Acceptance does not always require a handwritten signature; however, a signed acceptance is widely recognized as the clearest and most reliable method of documenting a customer’s intent to proceed under the quoted terms. Using signatures helps establish clear evidence of agreement and supports enforceability if…
6 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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Enter expected date for multiple invoices at once
When a remittance is received from a customer that includes payment for multiple invoices, it would be helpful to be able to enter this information in one go.
IE. Add the expected date and a comment (eg. Remittance received) for several invoices at once.
At present, it is necessary to manually add this information to each invoice which takes more time and adds unnecessary steps.
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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Enter expected date for multiple invoices at once
When a remittance is received from a customer that includes payment for multiple invoices, it would be helpful to be able to enter this information in one go.
IE. Add the expected date and a comment (eg. Remittance received) for several invoices at once.
At present, it is necessary to manually add this information to each invoice which takes more time and adds unnecessary steps.
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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