1005 results found
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Notification - Alert when e-invoice fails
Very very occasionally, sending an e-invoice will fail. When this happens, currently the only way to find out is to follow up with the client about their unpaid invoice, find out they never received it, go into the individual invoice and look at the history. An alert would be very useful.
5 votes -
Invoices - Add Line items to advanced templates
Include an option for adding line items in advanced templates
5 votes -
Bills and Invoices: Shortcuts to scroll up or down page
The only way of moving (using the keyboard) within an invoice or a bill table at the current moment is by using the enter or tab key. These two keys allow you to move horizontally.
Many times I found myself wanting to move vertically instead! Could we have one key that will do just that?
A similar feature is already present in 'cash coding' and makes the experience of reconciling way smoother. What about invoicing and bills?
5 votes -
Advanced templates - Font for Thai language
Custom Invoice Template did not work well for Thai characters. I've used Tahoma font as suggested on https://central.xero.com/s/article/Change-font-layout-and-column-headings-on-invoices-quotes?userregion=true#Useforeignlanguagecharactersininvoicesandotherdocuments but the characters above and below letters are not display properly.
Please find the attached for your reference.I would like to ask for a font that can work well with Thai characters on invoice template.
5 votes -
Invoicing | View outstanding bills - Simpler process to access
Title says it all, the current process requires a customer to full sign up with Xero (and be almost/forced to PAY) just to see an invoice history.
This should be accessible via a rotating link where the current "View all invoices" link is in the upper right -- or extremely simple login system that just takes an email and password.
5 votesHi Adam, understand that there can be confusion for a customer if it is their first time making use of the link and not already having a Xero account.
The need for the user to create a Xero login to access and view their outstanding invoices with you if for yours and their security in the information that can be viewed.
Appreciate you may like a simpler sign up process for them and I have slightly adjusted the title of your idea here for this. It's not something we have intentions of developing at this time, but we will get a sense of the wider interest from your idea here.
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Invoices - Set 'copy to' same as 'reply to' email address
I have multiple clients for whom I perform varying tasks. I log in and work on their accounts with my practice email.
When sending invoices on clients' behalf, or paying bills to clients' suppliers, the copy invoice or remittance advice goes to my practice email as I am the logged in user. The person/company who needs this copy is my client (whose email is the 'reply to').
At present I have to then log into my emails and forward the copies to my clients manually, (as filters get confused) and ensuring it is the correct client if I have been…
5 votes -
Quotes - Attach file from library
The upgraded Quotes layout does not allow me to attach pdf's from the Files Section.
The only way to do this now is to download pdf from Files. Open Quote and Save it. Upload pdf.This has significantly slowed down the workflow - please can Xero Quotes be able to add attachemnts from Files and before Saving.
5 votes -
Xero Accounting app | Invoice - Ability to reorder/sort invoices
Please could you enable the option of re-ordering an invoice on the mobile app. Sometimes invoices need to be changed or additions to be made to specific dates. For example, if I want to amend my invoice and add a charge , I would like to be able to press a re-order tab, to make all items billed live, so I can move then up or down the invoice. It is not a new idea, a lot of payment software have this as standard.
5 votes -
Xero Accounting app | Credit Note - Add a file
We use the app to add a photo to an invoice. It would be great to be able to add a photo to a credit note too.
5 votesThanks for raising the idea, team.
Right now, we don't have plans for developing the ability to edit Credit Notes within the mobile Accounting app which is where functions like adding files would come in, too.
It's good to begin tracking the interest of this here, but want to be upfront with this atm.
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Customer statements - Change how Credits and Overpayments are reflected
Please look at amending the template for customer statements. Its terribly presented at the moment with overpayments being recognised under the invoiced amount section as a negative and balances not cumulating at the end
5 votesHi Neilin, I know you've mentioned customising the template, however from the sounds you'd like to change the behaviour of how items within a customer statement is represented?
If so it'd be good to understand more of the reason of why you're wanting to show overpayments as a positive?
If a customer has paid more than expected amount this amount is then a credit on their record and in turn draws down the total amount owed.
Alternatively you may want to be looking at recording as a prepayment?
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E-Invoicing - Automate Xero Network connection when company details match
When a Xero customer is creating an invoice for another Xero customer - why not allow this to automatically show up in the Bills section, if the receiver agrees to this. Would save a heap of time and coding.
5 votesHi team, sorry we have not engaged with this idea before now. I'm pleased to confirm that this idea is already a feature within Xero.
If a user is in an eInovicing region(AU, NZ or UK) and has registered to receive eInvoices, once you add them as the Contact to your invoice the option to 'Send as an eInvoice' will appear.
For non-eInvoicing regions the option to send via the Xero network is available and your customer will be able to share their Xero network key with you to send with this option - This option is currently available from the Awaiting Payments list screen, however we're currently developing the ability to send with the Xero Network from within an invoice and you can stay updated on this delivery here.
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Repeating Invoice - Ability to change description in bulk
Global change of description on repeating invoices - some folk have same text but include current month before sending - currently required to edit each invoice to achieve this
5 votesHi team, we don't have any plans for developing the ability to bulk update the description of your repeating invoices right now.
To help your work flow here, you could include placeholders so the description contains the current month. Dynamic date placeholders can be added to the Description and Reference fields of repeating invoices and bills. The placeholders will then insert the specified detail into the invoices and bills when they are created.
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Workpapers - Zoom feature
Xero Workpapers needs to be able zoom in on the attached documents instead of downloading to be able to view clearly
5 votesHey everyone, we're excited to announce we have a new Workpapers solution in development that'll improve accessibility and collaboration for accounting practices, solving for the needs in the idea here. You can read more on this from our Xero blog.
It'll be a phased release, starting with Australia and expanding to other regions in 2026. I'll keep you updated here on it's release.
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Repeating Invoice | Stripe Auto Pay - Allow option to skip sending the initial invoice
At the moment the only option to allow us to offer Auto Pay via Stripe is to set recurring invoices to "approve for sending". Clients receive an email from Xero when their invoice is ready and an email with the payment confirmation linking to the paid invoice and their receipt. Clients on a subscription do not need to get the initial invoice and this confuses many of them. I would like the option to disable sending the invoice when Auto Pay is active, where the only email they receive is the payment confirmation.
5 votes -
Adjusting Quantities in Quote Information Tab
Being able to adjust quantities in the main quote / information tab, rather than having to go into each cost in a new window to change the quantities.
5 votesHi everyone, I understand this idea is about WorkflowMax.
Xero is retiring its WorkflowMax product on 26 June 2024 and has entered into an agreement with tech-led business advisory firm, BlueRock, who are acquiring the brand. As part of this, they have commenced plans to offer a new product. BlueRock’s intent is that their new WorkflowMax product, WorkflowMax by BlueRock will be available to customers in early 2024. To reflect these changes we're moving this idea to 'not planned'.
You can read more about this on the blog.
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Quote Template - Condense to single page
Almost every quote/invoice I make ends up having the last little bit of the quote/invoice on the second page, with a huge amount of wasted space on the first page, which looks unprofessional. Having the option within standard invoices to remove the spacing would be amazing. I know you can get around this by using the 'Advanced invoice' option, but that requires a lot more manual work, so it's inconvenient.
This has been an issue for years. For example, when you add a 'title' or 'summary' to the quote, it instantly adds about 2 inches of empty space on the…
5 votes -
Branding - Add DOCX merge fields for the organisation's Phone Number and Email Address
DOCX - Add merge fields for the organisation's Phone number and Email Address in all templates
5 votes -
Statements - ability to set default to Activity or Outstanding
Please have option to set statement type to ACTIVITY , and not OUSTANDING ( when mailing a statement to a client ) It was like that a month ago
4 votesHi Leoni, thanks so much for sharing this idea with us. We appreciate you taking the time to walk us through what you’re looking to achieve and adding those screenshots.
We’ve moved your idea into Gaining Support, which means it’s now open for the wider community to vote and share their experiences. This helps us get a sense of how many people would benefit from this improvement.
We’ll keep an eye on the feedback as it comes in, and if the idea gathers momentum, we'll provide you with further update.
Thanks again for being part of the conversation.
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Invoice Import - Display warning for new contacts being created
Our practice makes use of Xero's ability to import invoices to do monthly utility billing and have found Xero's feedback notice / confirm import page to be VERY useful.
On this page Xero notifies us if
- any invoices will not be imported due to errors
- invoice number already exists
- any item descriptions and/or prices differ from the Xero org's listed products and servicesUnfortunately, it does not notify the user if any new contacts will be created on confirmation, as imported invoices automatically create a new contact if a matching one does not exist.
This sometimes happens…4 votesAppreciate the feedback on invoice import notifications. Hearing how a prompt for new contacts could help keep your monthly utility billing clean and avoid unintentional duplicates is really useful.
We’ve moved this idea to Gaining support, so the community can now vote and share their own experiences. Any extra context about how this impacts your workflow would be helpful for others reading along.
We’ll share any updates here as the idea progresses.
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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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