40 results found
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BONDS
Can we get a simple way to hold and release bonds. This would be MASSIVE and help with compliance.
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Strip invoice identification on bank statement
Currently when multiple invoices are paid via Stripe and that money is sent to the bank account there is no way to clearly see which one has been paid other than to go in manually and track it. Would be good if you could work with Stripe to attribute it to an invoice in the bank payouts.
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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Invoicing Enhancement Request: Fixed Invoice Issue Date by Client
At present, the invoice issue date in Xero needs to be manually monitored and adjusted for each client. Since clients have different required invoice issue dates throughout the month, staff must rely on memory or separate reminders to ensure the correct date is used when creating invoices.
This creates a high risk of human error, particularly when preparing invoices in draft status, as the system does not automatically prompt or enforce the correct issue date per client. Incorrect issue dates can lead to:
Delays in client processing or approvals
Confusion regarding billing periods
Potential payment delays
Additional time spent reviewing…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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statement
Statement - Easier Sorting to BULK send SOME statements in a different language (French) and SOME in a different currency (USD). I am currently spending 8+ hours to send statements manually because there is no way to FLAG the account as French and then Sort by French OR Flag the Account as a USA one and then sort by currency or something. I could create a Group that says FRENCH CAD and USD and English CAD but in the statement module we cannot sort by Group. I though oh maybe add a dummy email so that it says French in…
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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splitting quantities of billable expenses when applying to invoice
Please could we have the option to add billable expenses to a customer invoice by quantity.
At current we have to assign the billable expenses as a whole, or not at all. Yet we sometimes hold items in stock for clients which are then billed at different dates, however once they have been assigned to the initial invoice we can no longer see the remaining stock on hand under the billable expenses list, unless we manually split it on the purchase invoice This only works if we know the quantities ahead of time, which we usually don't. Please add 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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grouping items on invoices with separate totals
Please could we have the option to add multiple subtotal lines on a invoice. On occasion we are invoicing clients for multiple parts of a big project all on one invoice, but these are usually split into multiple smaller jobs combined. So we would have labour costs and materials for a certain area, then more labour and materials for somewhere else. We don't wish to be sending multiple invoices for the same project / site, however would like the ability to have a clear break with a subtotal displayed for the individual areas.
ie. when working in hotels, we would…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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statments
I would like to be able to select a covering statement email as the red box with overdue payments is really annoying our scholars. They see this and think it is the amount they owe. Most of our scholars pay in small instalments this is highly confusing for them. If we had a choice of an alternative template it would be really useful. I have written to support and there is not currently an option for this. Their reply is below for you info.
I understand the issue is with the red box showing overdue amounts in the covering email…
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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Invoice Contact Name Not Updating on Generated PDF
When updating a customer’s contact details—specifically the name the invoice should be addressed to—the changes do not automatically flow through to the generated PDF invoice.
Currently, the only way to reflect the updated details on the invoice is to cancel the existing invoice and reissue a new one. This creates unnecessary extra steps and increases the risk of errors or duplication.
It would be extremely helpful if any updates to customer contact details automatically applied to all associated draft and existing invoices (where appropriate), including the generated PDF version.
This improvement would streamline workflow, save time, and ensure consistency across…
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Allow for EFT or Debit order to pay my Xero account. As my companies do not have Debit or Credit cards.
Most of my companies do not have credit or debit cards, now I need to correct the Xero account with internal invoicing between the companies to recoup the costs and and claim the VAT in the correct company. Easy fix is to allow for debit orders or EFT payment. If accounts are not paid up to date, just block the use of the company.
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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batch payment using foreign currencies bank
To allow Batch payment for multi-currencies bank accounts, eg USD
Currently, Xero only allow batch payment of base currency, eg. SGD
For USD invoices, we cannot use "batch payment". So, if I have 10 USD invoices to pay by USD bank account, I need to enter 10 times payments instead on 1 batch payments. Instead of using xero 10 remittance advice emails to supplier, I have to do one manual remittance advice to supplier.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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Negative default due date settings
Allow negative values in default due date options.
We set our due dates 7 days prior to the invoice date, currently Xero only allows default due date settings to be set after the invoice date.
Allowing negative numbers would make our workflow much quicker!
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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Option to automatically approve bills when entered
I would really like the option to automatically approve bills when entered, rather than having to then go into the Bills section and change from draft to approved every time
2 votesHi Diane, just to get a better understanding can you share how you are currently entering bills into Xero? E.g emailing bills to your organisation, uploading them?
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Add a voice-to-text AI assistant for writing descriptions in Xero
Please add a simple AI microphone / rewrite button directly inside Xero description fields, such as quotes, invoices, bills, purchase orders and other areas where users need to write item descriptions.
I understand Xero has started introducing AI features such as JAX, but this idea is slightly different. I am asking for a simple feature inside the actual description box where a user can speak naturally, or type rough notes, and Xero turns it into clear, professional wording.
For example, a tradesperson could say:
“Supply and fit grey contract carpet to two rooms, uplift old carpet, dispose of waste, price…
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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Invoice | Deposits - Set up email template
When utilising the option to request a DEPOSIT on an invoice there is a standard default email accompaniment. The text within this default email does not fit our business' needs and we have to manually adjust the content every time I send a deposit request when using it. I would like to suggest that we are able to create our own default deposit request accompanying email and select it from the drop down at time of use OR be permitted to edit the default somewhere permanently. The current method is time consuming and creates more work for me (the user).…
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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Allow a path to follow an overpayment to its original transaction.
Currently, there is no path to follow to an overpayments origin. We need to be able to see which transaction this overpayment came from when there is disputes over the account.
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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Allow prepayments to be posted to Accounts Payable not just the Bank lines so it can be included in a Batch Payment form Xero
Currently Prepayments can only be posted directly to the bank line and so the actual payment must be processed manually in your online banking. We use Batch Processing for our supplier payments, so being able to add it to Accounts Payable instead would make things a lot easier for this saving both time and the risk of a mis-type for bank details. I appreciate this means both sides of a transaction would be in Accounts Payable (for a short while) but it would only be until the Batch Payment process has selected the relevant invoices for payment. This would also…
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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record payment
When recording payments against invoices, it would be really helpful to allow multiple payment lines within the “Record Payment” entry section. At the moment, only one payment method can be entered at a time.
For transactions split across multiple accounts, such as EFTPOS, cash, and gift cards, we’re forced to reopen the same invoice repeatedly to record each payment separately. Allowing multiple lines in one entry would streamline the process and make reconciliation much more efficient.
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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Advanced Repeating Invoices / Scheduled Invoice Variations
I’d love to see Xero expand repeating invoices to support scheduled future invoice variations within a single recurring invoice template.
Current Problem
Many service-based businesses invoice clients monthly for recurring services (e.g. retainers, subscriptions, support agreements, maintenance plans, etc.) but also need to bill occasional or annual charges such as:
- Annual renewals
- Membership fees
- Licence renewals
- Maintenance charges
- Contract uplifts
- Seasonal charges
- One-off setup/project fees
Currently in Xero this usually requires:
- multiple repeating invoices,
- separate one-off invoices,
- or manually editing invoices each month.
This creates unnecessary admin and breaks automation workflows such as autopay/direct debit systems that only work cleanly…
9 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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Smarter search box/function using fuzzy search
When using the search function, searching either an invoice or purchases or anything, the search tool is not very smart and too defined making even a space as a defining character. For example If you search for A B Consulting but you type AB Consulting, it won't show up.
It would be good if the search tool can be smarter and use the widely available and established fuzzy search and ignore these minor characters (space, period, commas, typos etc).
It would also be better if it is smart and able to give you results even if you have a typo.
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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separate font sizing for headings/customer name
In the quoting and invoicing templates the words Quote & Tax invoice are large and overpowering compared to the Customers name. Is it possible to change those sizes in the template?
I don't need to change it all the time so it doesn't need to be constantly amendable but do you think it's a good reflection on your business, that your customers name is in tiny print and the name of the document is huge.
Thank you.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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