1100 results found
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Workpapers - Display all Xero Journals in Workpapers to prevent duplication
Can we bring in all Journals made in the financial year not just what we create in workpapers (I picked a job we have completed to test, to see what we might like to see & this is something that would be handy, so we don't double up JNLs), also shows that the system will talk back & forth
4 votesThank you for submitting your valuable idea and specifying the critical changes you need.
We have completed our internal review of your submission. It is now live and awaiting community support.
Your idea's success depends on collective action. Please share this with colleagues who would benefit. We also encourage comments, which allow other users to share details on how your idea would improve their overall experience with Xero.
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Shopify Integration - Automatic Credit Notes for Refunds
Description / Pain Points:
Refunds: Manual credit notes are required for Shopify order refunds, which is time-consuming and error-prone for high-volume merchants.
Taxes: Xero only supports reporting for one region. Duties and taxes from other regions must be tracked manually, causing discrepancies and extra work.
Suggested Improvement:
- Auto-generate credit notes for refunds.
- Support multi-region tax reporting to match Shopify calculations.3 votesHi Sherry, thanks for sharing this idea with us. We've noticed that there are 2 ideas in here. We've found one similar to the Multi-region tax here, so we've added your vote to it. As support shared, Xero won't automatically create credit notes for refund via the Shopify integration, so we'll keep an eye on the support your idea gets here.
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Stripe Autopay - Allow attempts to re-bill after failed payment
It is common for subscriptions to automatically attempt rebill 3 times, most customers expect this if there is a temporary card issue, it can be communicated with them in the failed payment notification. They shouldn't have to manually setup up the subscription again, especially if using the same card.
Also if a customer is going going ahead with a subscription service, it makes sense that autopay is the default setting on the invoice. There needs to be the ability to disable it if they want to pay by bank transfer for example, but the default should be that their card…
3 votesHi Justin, thanks for your idea here. We noticed you have two ideas in the one post. We've actually found another idea that is similar to the defaulting you mentioned, so I've added your vote to this here.
I've adjusted the idea for the re-billing of Failed payments and we will track support from other users on this here.
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Xero Accounting app - Quotes should have the share option
Like in xero mobile app in Invoice we Have option to share Invoice via other apps by getting its Link (Even we can send that link to clients with SMS)
Quote should have similar share option in app.
17 votesThanks for sharing your idea, Davinder, and letting us know the changes that matter most to you. It’s great to see customers like you helping shape the future of Xero.
We have reviewed your idea, and it is now available for the community to support. Make sure to share it with colleagues who could also benefit from this feature so they can add their vote. Other members are welcome to comment and provide additional context on how this improvement could enhance their experience with Xero.
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Invoices - Warning for unapplied customer credit when batch approving invoices
Xero does not alert you if a customer has a credit that could be applied during batch approval of invoices.
We batch approve and batch email all our invoices; it it is frustrating that we are sending out invoices without credits being applied.
Surely this would be easy to implement?
3 votesThanks for sharing this idea about how bulk invoice approval could be improved for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how they'd find this helpful too!
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Invoice - Quick edit option (like bills)
Invoice payments
Can we have a function in invoicing to record a payment the same as the new 'eye' function on bills (screenshot attached)? Would make life a lot easier as adding multiple payments to an invoice currently involves way too many clicks!5 votesGreat to hear that you find the quick edit feature useful, Eve. Thanks for raising your idea here - we'll start to get a sense of the community interest around this here and share if there are any updates.
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Invoice payments - Reword "Credit card processing fee" to include Debit cards
Have recently had a client complain that the card processing description says 'credit card processing fee' however the client paid with debit card and therefore doesn't think they should have been charged processing fee. This terminology needs to be updated to 'card processing fee' for more transparency.
3 votesThanks for sharing your idea about making this description clearer.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments, too.
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Repeating Customer Prepayments
The ability to set up a repeating customer prepayment. We have customers who pay on account every month. We then create an invoice at the end of a billing period (Quarterly, annually etc) and then use their prepayments against the invoice. It would be useful to automate the prepayment creation so that we can reconcile the payment made by the customer to their prepayment. Creating the multiple prepayment forms every single month for all of our clients is tedious.
2 votesHi Reuben, thanks for the detail in your idea here - It sounds like you're currently manually creating the prepayment in Xero and then manually reconciling this once it's received in your bank account?
Though not a repeat prepayment feature like you're asking however you could create the transaction right when you're reconciling - From the Create option in the Reconcile screen click Add details which will open the modal. Here you can click the drop down on the Received as and change this from Direct Payment to Prepayment.
Totally get this doesn't automate the creation of the transaction completely, however could help save a few steps each month. LMK if this helps 🙂
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Statements - Email template placeholder for Overdue Balance
Can we please have a 'placeholder' field for 'Overdue Balance' so that an email template may be created notifying the customer that their balance is '£x' of which '£y' is overdue?
9 votesHi, thanks for sharing this idea, and letting us know the changes that matter most for you.
Now it's up to the community to get behind and support it with their votes and comments.
In the meantime as you've likely noticed, there are placeholders for Statement Balance, Balance With Currency and Symbol, and Balance With Symbol that you might use in the email template.
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Invoices - Customisable SMS templates
It would be great to customise the SMS message that is sent to customers and set up templates to ben used at different stages. E.g initial send versus reminder/follow up
23 votesThanks for sharing this idea, and letting us know the changes that matter most for you.
Now, it's up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve the sending of invoices etc from Xero.
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Customer Statements - Filter by Currency
It would be beneficial to filter a customer statement by currency when dealing with customers that trade i multiple locations across the world
5 votesHi, thanks for sharing this idea.
We've reviewed it, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their generation of customer statements.
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Invoices - One-click to Approve, Mark as Sent & Email multiple invoices
It would be great to have a feature to Approve, Mark as sent & Email multiple invoices in one click from the Awaiting Approval Tab. We use a program outside of Xero to add invoice details & amounts and then export to Xero for approval and emailing. At present we have to take two steps to achieve the Approve, Mark as sent & Email result.
11 votesHey Nikki, thanks for sharing this idea.
Now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their votes and comments too.
In the meantime, it is possible to bulk Approve invoices from the Draft tab. Once this is done, you'll get a message where you can click 'View invoices' and select them all to then Email.
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Multicurrency - SGD Conversion Box for GST Compliance in Foreign Currency Invoices
Dear Xero Team,
I hope this message finds you well.
I would like to propose a feature enhancement to support businesses in Singapore that operate with a base currency other than SGD but are required to comply with IRAS GST submission guidelines.
Under current IRAS requirements, when issuing invoices in a foreign currency, the GST amount must also be presented in SGD using the prevailing exchange rate at the time of supply. However, in Xero, when the organisation's base currency is not SGD, there is currently no built-in field or conversion box to show the SGD equivalent of the GST…
6 votesThanks for your votes and comments on this idea for a SGD conversion box for GST compliance. It's clear this is a feature many of you would like to see in Xero, and we really appreciate you sharing your feedback. For now, it is possible to use the Reference field to include the SGD value of the transaction. We’ve reviewed this idea and while we can see the value it would bring, it's not currently on our short-term development roadmap. We'll be keeping an eye out for more interest (votes), as these are a key factor in helping us decide what we build next.
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Sales overview page - Option to show Invoices as GST Exclusive
Kia ora Xero Product Team,
I’d like to raise a feature request regarding how invoice totals are displayed in Xero.
Currently, the Draft, Awaiting Approval, Sent, and Awaiting Payment invoice lists always display totals on a GST (tax) inclusive basis. For businesses like ours that operate and report primarily on a GST-exclusive basis, this creates unnecessary reconciliation effort and increases the risk of error when reviewing invoices in bulk.
While we can work around this by using the Receivable Invoice Detail report set to “Tax Exclusive,” this adds extra steps and does not provide the same quick visibility as the…
5 votesThanks for sharing your idea to have the option to show the invoices on the sales overview as GST Exclusive.
We've reviewed your idea and updated the status to the 'Gaining Support' status. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Packing Slips - Remove the word 'Invoice'
Until recently when I saved a packing slip the default name was eg 'Packing Slip Inv - 4080'.
Then recently after you dated your system the packing slips are now called eg 'Invoice Packing Slip Inv - 4080'.
Can you change it back to remove the word invoice as it can cause confusion and staff may send the wrong document to suppliers and customers as both look like invoices.
I am changing the name manually but it was simpler and clearer before Xero added the word 'invoice'
If you can change it back that would be great and I'm sure…
5 votesHi, thanks for sharing your feedback about this.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Sales invoice - Choose where to save pdf when downloading
I would like to be able to 'print' or 'save' a pdf invoice to a folder of my choosing rather than to the default 'downloads'
Currently ALL downloaded items from the internet are placed in 'downloads' so I need to move the invoice pdf to my chosen folder. It would be a excellent time saver if I could choose my own folder to save to, and have it use this chosen folder each time.I believe it is a software bug to rely on the default settings of the users browser to determine where files are saved to.
5 votesThanks for sharing, Jane.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We don't have any plans for this right now, but we'll track the interest from your idea here.
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Stripe Autopay - Report to show Autopay status of an invoice
AutoPay reporting - Xero needs a report that will show all the customer paying by AutoPay or show the percentage of invoices setup with AutoPay or even just have AutoPay Active/AutoPay offered in a separate column on the list of repeating invoices so we could sort by that information to determine how many of our customers are using AutoPay.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to introduce better visibility of the Autopay status of an invoice and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Quotes - Automatic pre-loaded descriptions for specific customers when creating a quote
Option to have pre-loaded descriptions for specific customers when creating a quote. The description should automatically be present when each customer is selected rather than having to select a code to load it.
4 votesThanks for sharing your idea, and letting us know how pre-filling the description on quotes would save you time.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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E-invoicing - United Arab Emirates
E-Invoicing in the UAE.
This will soon be a requirement in the UAE with legislation to be passed on this.
Please can we as Xero users have a standard process template for this.30 votesHi Faadhilah, thanks for raising the idea about introducing e-invoicing specifically for the UAE. With the government’s timelines and deadlines coming up, we understand how important it is for businesses there to have a streamlined way to comply.
Xero already supports e-invoicing in other regions where this has become a regulatory requirement. While we can’t share any definite plans about when or if this will be available in the UAE just yet, your idea status is currently Gaining support. This status means the community team has reviewed it, and now it’s open for votes and comments from users like you.
Getting more votes and detailed feedback from the community helps bring attention to the demand and shows the product team where to focus next. If you haven’t already, adding more context about how e-invoicing would affect your business day to day would be really valuable. The more insights the team…
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Invoicing - Insurance / Surcharge Line at Bottom of Invoice
Summary:
Allow users to add a dedicated surcharge (e.g. insurance, card fee, handling) that appears as a distinct line below the subtotal on invoices, rather than as a regular line item.
Current LimitationAt present, any insurance recovery or surcharge must be entered as a standard line item. This:
Makes invoices look cluttered when the fee is not tied to specific products or services.
Can cause confusion for clients, who expect insurance/fees to be displayed separately (similar to how shipping or payment surcharges often appear).
Requires manual placement and formatting on each invoice, reducing efficiency and consistency.Proposed Solution:
Introduce…4 votesHi Joshua 👋It's really helpful for us to understand having the ability to add a surcharge or insurance line to invoices is a desirable option. We understand not having a dedicated field for surcharges or insurance can make it difficult to clearly communicate these extra costs to your customers. Currently manually adding a line item for the surcharge or using a custom branding theme to include the information are the only options💡Right now, we're not planning to add this as a specific feature, as our current focus is on some other features that will benefit a wider range of our customers, however we will monitor this for votes and comments from other users 📣
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