1027 results found
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Branding Theme - Enable download of existing branding themes in DOCX format
Given that there are only 5 branding templates available, it would be useful if we could create a new DOCX template by downloading one of the existing branding themes and adapting that in Word.
This would avoid the need to manually create something similar to the existing themes by starting from scratch in DOCX, which is overly manual and inefficient.3 votesThanks for sharing this idea. Being able to download an existing branding theme as a DOCX is something you would like to see in Xero. For now, we'd like to get a sense of the support for this from the community. Feel free to share your idea with colleagues that'd also like to see this so they can add their support too. 🙂
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Invoice | Email Settings - Option to hide Amount Due, Due Date, and Invoice Number from invoice email templates
Sales Invoice Emails sent - Remove Amount Due, Due Date, Invoice Number under the logo. For ecommerce sales invoices where customers have already paid when the order is placed online, I'd like to be able to email them an invoice with just the company logo. Having the zero dollars and due date there is confusing for my customers.
3 votesThanks for bringing this to the community. We understand the request for an option to remove the Amount Due, Due Date and Invoice Number from the invoice email.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know how you’d like the email template to work.
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Dashboard - Add an outstanding quotes widget to the main dashboard
I want the option of a widget showing all outstanding quotes on the homepage. It is available on the Sales Overview page, but I want something similar on the homepage please
3 votesWe understand the request for a Quotes widget on the main Xero dashboard, similar to the existing information available in Sales Overview. A quick summary of outstanding quotes could make it easier to check the sales pipeline without opening another page.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you’d like the widget to work.
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Email template - Placeholder for project name
It would be helpful to be able to include the name of the associated Xero project as a placeholder in the email template when sending an invoice.
I typically include my job number and the customer's job number (which is different from their order number that goes in the Reference field) in the project name, and would like to include both of these in the email template. Currently I have to manually input every time I send an invoice email.
A workaround for this could be to have a placeholder for the description in the first row of the invoice.…
3 votesThanks for sharing this idea and for explaining that having the associated project name available as a placeholder in the invoice email template would make it easier to include the right project reference consistently whenever you send an invoice. We have opened this idea up to the community so they can vote and comment on how this would improve their business processes. We’ll keep a pulse on the interest this idea receives and share if there are any updates. ✨
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Invoice Templates - Ink saver layout option
We request that Xero creates an Ink Saver template within Xero.
We do not want to use a DocX template to achieve this as not all businesses use Microsoft.The new invoice template that Xero has launched uses excessive bold text and a thick black line at the base of each invoice. This drains a lot of ink from printer cartridges causing an unnecessary cost to business and the environment.
An Ink saver invoice template should be built into Xero as a base option or selectable option and that would be very popular for Xero customers who:
1. Don't want…3 votesAppreciate your feedback, Chris. We're listening to feedback we're receiving about the new Invoice template editor and I wanted to highlight this other idea for having more control over the formatting of the amount due and due date fields you've noted.
I've added your vote for that too so you'll be kept updated.
For your idea here it'd be good to understand wider interest in a preset format to reduce the amount of ink used. Thanks
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Quotes - Add a created by column in Quotes list view
Ability to add Created by column
3 votesThanks for highlighting this suggestion, John. We understand the request to show the user who created each quote directly in the Quotes list view, rather than opening individual quotes to check.
We've updated the status to Gaining Support so we can continue tracking community feedback. If this could be useful, add your vote and let us know.
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Global discount in Quotes/Invoices.
It would be useful to have a button to apply a discount to all lines in a quote/invoice at once, instead of having to edit them one at a time. Alternately, a global discount line at the end which applies a discount to the whole quote/invoice.
3 votesHi Anthony, it's currently possible to set a discount % for Sales transactions within a contacts record. This default will be applied to both invoices and quotes you raise for that Contact - Does this suit your needs here?
I notice you also mention being able to set a discount for the total of the invoice - we have a separate idea that you may like to vote for across here.
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Invoicing - Allowing GST inclusive and exclusive per line
Allowing GST inclusive and GST exclusive options for all line items on an invoice.
This is an option when raising a payment in the system, where you can nominate whether a line item is either GST inclusive or exclusive.
On a invoice, it a blanket option, sometimes when you are on-charging an item and also charging a internal item and they might have different GST inclusion or exclusions
3 votes✨ Thanks for sharing this idea. We’re moving it to Gaining Support so we can build visibility and gather more feedback from the community.
The request is to choose whether each invoice line is GST inclusive or GST exclusive, rather than applying one tax treatment across the entire transaction. This would be especially useful when an invoice contains a mix of charges, such as billable expenses and services, where some lines may need to be entered inclusive of GST and others exclusive.
Having this flexibility could help reduce manual price adjustments, improve accuracy, and make it easier to pass on the correct amounts to customers. If this would help your workflow, please vote for the idea and share examples of how the current limitation affects your business.
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Contacts | Invoicing - Display GoCardless direct debit mandate link on the contact details page
In the Xero Contact details page, it would be really useful if the GoCardless invite link was shown, at the moment we have to log into GoCardless separately and find the link to invite new customers. it would save time logging into separate sites.
3 votesHi Paul, thanks for sharing this idea. We can understand how having the GoCardless mandate link available directly from the contact record could make setting up and following up on direct debit arrangements easier.
I've updated the status to Gaining Support so we can continue tracking community interest.
It would also be helpful to hear how you'd like this to work. Sharing your preferred workflow will help give the team a clearer picture of what would be most useful.
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Quotes - Display estimated Stripe processing fees or surcharges on customer quotes
Show optional CC processing fee in the quote if customer chooses to pay that way. I am currently having to create a new line item and manually calculate CC fees. Would save alot of time if the quote total showed the stripe fee automatically.
3 votesAppreciate your time to suggest this, Greg.
Being able to show estimated Stripe processing fees on a quote could give customers greater visibility of the potential payment cost before deciding on their payment method.
We’ve updated the status to Gaining Support so we can continue tracking interest. Add your vote and share your feedback if this could help your workflow.
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Invoicing | Receipts - Option to hide contact name on standard payment receipt templates
Sending invoices from WFM and receipting the payments in Xero - the standard receipt template in Xero needs an option to show just the billing address name without the contact name appearing as well. At the moment the standard receipt template in Xero can’t be changed, it would be good to be able to have an option to hide the contact name while keeping the billing address name visible, especially when the billing name is different from the contact name. The only way to change what appears on receipts is by using a custom DOCX template but this won’t work…
3 votesThanks for raising this idea, Trina. Being able to hide the individual contact name on standard receipts could help in situation when it differs from the business being billed.
I’ve moved this post to Gaining Support so we can continue tracking interest. What other information on a receipt would you like to customise on standard template?
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Invoice Templates - Allow template to be deleted without replacement for historical invoice
I want to delete a number of invoice templates in Xero as the bank accounts relating to these templates are closed and we no longer require the invoice templates. I'd like to be able to do this cleanly without having to 'delete and replace'. I simply want to delete an invoice template without having to replace it with another invoice template that is unrelated. My methodology is to clean up, remove and simplify the invoice template options.
3 votesThanks for bringing this idea to the community.
We understand the request to delete invoice templates that are no longer needed without having to replace them with another template. Having more flexibility to manage historical templates could help keep your invoice settings organised.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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Bills - Ability to add Posting Period to manage late bills
Serious limitation in Xero is TB period control. Currently the TB is created using transaction date, so late bills effect prior period instead of falling into the current account period. This is a key feature of any accounting system and a major limitation of Xero for SMEs.
To make this work it feels like a very simple change is required:
- ability to select period when entering a bill, sales invoice or journal (drop down field)
- ability to produce TB by either date (current set up) or period (field referenced above)
This seems like such a simple alteration and would open…
3 votesHi Ben, thanks for sharing this idea. We can see how having separate document and posting dates could provide more flexibility when recording late supplier bills, while helping preserve reporting for closed periods.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If you use this workflow, it'd be helpful to know whether you're mainly looking to improve month-end reporting, audit requirements, or both.
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Multicurrency - Use buy/sell exchange rates instead of mid-rate
Use buy/sell exchange rates instead of mid-rate when generating invoice items from bill items that have been assigned to a customer.
Currently when entering a bill in foreign currency you have ability to assign the expense to a customer.
When generating a corresponding invoice the mid-rate from XE.com is used to convert the bill item FX amount into home currency. The mid-rate is always inherently wrong, as nobody has the ability to buy or sell currency at that rate.
This means that we have to manually find the correct buy exchange rate, do a calculation and then change the amount…
3 votesHi Ashlin, thanks for sharing this idea. We can see how having the option to use buy and sell exchange rates, rather than a mid-market rate, could provide more accurate foreign currency reporting for businesses that transact internationally.
Currently, Xero uses a mid-market exchange rate by default, although you can manually override the exchange rate on individual foreign currency invoices and bills when needed.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular multi-currency workflows or transactions where this has the biggest impact, let us know as those examples help us better understand the feature.
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Sales | Invoice list - Show scheduled invoices
On sales overview (invoices), it would be really good to have "scheduled" in the "sent" column - where an invoice had been scheduled to be sent by email, but not yet been sent. A column showing the date they are due to be sent would be even better.
If not as above, it would be really handy if you could click on a tab for "scheduled" so you get a list of invoices that are scheduled, and the date they are due to be sent (like the 'scheduled' folder in Gmail).
3 votesGreat to hear you're finding use in the Invoice scheduler, Xav. Being a new feature that's still being rolled out to customers working this feature into other areas like the invoice lists view hasn't been planned just yet, however it would be good to get a sense of the wider interest in this here.
We'll share if there are any updates.
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Invoice - Ability to hold and release bond/security deposit
Can we get a simple way to hold and release bonds. This would be MASSIVE and help with compliance.
3 votesHi Dejan, thanks for bringing this idea to the community. We understand the request for a way to manage bonds or security deposits within the invoicing workflow, including holding the amount separately and releasing or applying it later. This can be useful for businesses that regularly work with deposits alongside standard invoicing.
The idea is to introduce a clearer way to track and manage security deposits through a dedicated hold and release process, rather than relying on manual workarounds such as liability accounts or journals.
For now, deposits are typically managed using standard invoicing and liability accounts, with manual tracking used for holding and returning funds where needed. We appreciate this can add extra steps depending on your workflow.
We’ve updated the status of this idea to Gaining Support. If this would be useful in your process, please add your vote and share how you would use it.
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Bills & Invoices - Option to change calendar picker to start on Sunday
When recording a payment in "Bills" please set the calendar to run Sunday - Saturday.
3 votesHi Julianne, thanks for sharing this suggestion. We understand why having the option to start the calendar on a Sunday could make date entry feel more natural for some.
At the moment, the calendar picker follows a fixed layout and there isn’t a setting to change the start day. We appreciate that even small layout changes can make a difference when you’re entering lots of transactions and moving quickly through your workflow.
I’ve updated this post to Gaining Support so we can continue tracking feedback and gathering votes.
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Invoicing - Invoice status for An invoice that is still an order
Hi all,
I would like to float the idea of including an 'Order' button/tick box on the invoices.
The 'Order' flag would indicate that this Invoice is still 'In progress' and has not been fulfilled. In this situation the invoice has been created as the Quote has been accepted, however the invoice is not sent for payment until the order has been completed. This would also mean that this invoice is not included in the statement that is sent to the customer..
This would help with the customers that have terms and/or have agreed to not pre-pay, however pay on…
3 votesHi Matthew, thanks for sharing your idea, and letting us know the changes that matter most 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 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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Projects -Ability to send separate statements for projects to same contact
We have two projects running under one contact and it is not possible to send two different statements. I have to duplicate the contact or create a manual statement.
3 votes🌟 Thanks so much for sharing this idea, Larissa. I can appreciate how frustrating it must be to have to duplicate a contact or create manual statements just to manage separate projects under the same customer.
We’ve moved this idea to Gaining Support so we can better understand how many customers this would help. We’ll continue to monitor community support and interest, as feedback like yours plays an important role in helping us understand where improvements are needed most.
We really appreciate you taking the time to explain your experience and the workaround you’re currently having to use.
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Invoice - Ability to rearrange invoice columns
When using the invoicing system in Xero, there is no ability to move columns around. It would make my workflow much easier if I could enter quantity first, followed by product code, as this matches the standard ordering format in our industry. When customers place orders, they typically specify the quantity first and then the product size or code.
In our previous system, we were able to click and drag columns into any order (similar to how line items can currently be rearranged in Xero). However, with the current fixed column layout in Xero, I often find myself writing phone…
3 votesHi Scott and Janine, thanks for sharing your feedback here.
We understand why having the ability to customise invoice column order could make invoicing workflows easier, especially for teams that process a lot of invoices or follow a specific data entry process.
This idea is suggesting the ability to rearrange invoice columns directly within the invoice screen, allowing businesses to set up the layout in a way that better suits their workflow.
We’ll continue to track feedback and interest around more flexible invoice layouts.
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