1085 results found
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Bills - Lock the Attachment preview section when scrolling up and down invoice lines
Attached preview window to stay in locked screen on the Left, with line items to be on the right on a scroll screen. Because if you add attachments to work from, the screen will be ready to view from the top left and if you have more than 20-line items inputted and you're working from the bottom. You can't see what the attachment is to work from. Look at pictures to see the mark up of issue. This issue is same as the bills. The bills attachment is on its on screen, but you can move it where you want…
3 votesThanks for sharing your idea, where you'd like to freeze the attachment preview side of the page, and keep it in view when you're scrolling up and down for entering larger bills.
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 this would be helpful for them, too!
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Multicurrency - Support for zero-decimal currencies
I would like to suggest adding functionality to better support zero-decimal currencies (such as JPY, KRW, IDR) within Xero. Currently, the system assumes two decimal places for most currencies, which can lead to rounding issues and inaccuracies for currencies that do not use decimals.
Key points to consider:
Currency Settings: Allow users to define certain currencies as zero-decimal so that calculations and display formats automatically adjust.
Tax and Rounding Logic: Ensure compliance with local tax regulations by applying correct rounding rules for zero-decimal currencies.
Reporting and API: Update reports and API outputs to handle zero-decimal currencies consistently, avoiding integration errors.…
3 votesThanks for sharing this idea about zero-decimal currencies might be improved in Xero.
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 also benefit, so they can add their votes and comments about how this would help them, too.
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Invoices - Make invoice links available from invoice list
Quickly get invoice links from invoice list (instead of going into every individual invoice) to share in separate CRM so team can easily follow up outstanding invoices.
3 votesHi, thanks for sharing this idea about having invoice links available from the Sales overview/Invoices lists.
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues that this could benefit, so they can add their votes anbd comments too!
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Inventory - Option to Lock the default Sale Price on invoices
PREVENTING INVENTORY UNIT AMOUNTS FROM BEING EDITED IN INVOICES.
ON A COUPLE OF OCCASIONS NOW I HAVE ACCIDENTALLY TABBED TO THE AMOUNT COLUMN AND ENTERED A QTY. WHICH HAS OVERWRITTEN AN ITEM AMOUNT FOR THAT INVOICE - AS I HAVE MANY SIMILAR INVENTORY ITEMS FOR A CUSTOMER I OFTEN USE " LOAD LAST ITEMS " THAT HAS CAUSED ME MULTIPLE INCORRECT INVOICES AS IT LOADS THE EDITED PRICE NOT THE STD ITEM PRICE LOOSING ME $100s OF DOLLARS THAT HAVE BEEN PAST PAID. CANT SEE A WAY OF MAKING THE INCOICE AMOUNT COLUMN UN EDITABLE -
WHILE PROTECTION OF AN…3 votesThanks for sharing your idea about making this change to prevent accidental (or unauthorised) changes to the sales prices on invoices.
Now it's up to the community to get behind and support your idea. You might like to share your idea with any colleagues that this could also benefit, so they can add their votes and comments too!
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Statements: View and Pay Online via Square
You have just rolled out the pay now button on online statements, however this is only for Stripe users.
Can you allow other payment processors such as Square to this please (like we can for invoices already)
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We can appreciate having more Statement payment options for users that do not use Stripe. We've reviewed your idea and now it's up to the community to get behind and support it. Feel free to share this with your friends and colleagues if they'd like to see this functionality implemented. We'll monitor this space for further traction! :)
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Invoicing - Internal Cost Tracking Link for Bills to Customers
Ability to link a bill/expense to a customers invoice but not have it itemise. So you can track cost of goods per job especially for small businesses only utilizing invoicing and not having to do projects
3 votesHi Phil, it'd be good to get a bit more detail to better understand your needs from what is currently available with billable expenses.
Right now, you can assign lines of a bill directly to a customer (rather than project). When you add the items to your customers invoice you can edit the remove the item code if you don't want it directly associated to the inventory item.
Would it be more something like the idea here that you're after with more visibility of the linkage between the invoice and bill?
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Invoices - routing back to the invoices page after sending a remittance
When processing a number of customer remittance advices, it would be very useful to have a button to get you straight back to sales invoices awaiting payments list. Currently, when finalising a deposit, the system takes to the bank account that you have selected for the deposit. You then have to go back to Sales>Invoices>Awaiting Payment which the system does lag in loading.
3 votesHi Mike 🌟 Thanks for sharing this idea. We appreciate you explaining how streamlined navigation could help when processing multiple customer remittance advices. Your idea has moved to Gaining Support, meaning the community team have reviewed it and it's open for votes and comments. This is a great opportunity for others experiencing similar workflow challenges to add their votes and perspectives. We encourage you to share this idea with your network to help build momentum!!
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Einvoicing - add a second Reference field for Government clients
We have government clients who are asking to be sent invoices using the eInvoicing function, rather than pdf's via Xero's email function.
Some government clients will ONLY accept eInvoices from Jan-27.
BUT these government clients require a separate field to be added to the invoice header so that their system can recognise the invoice and link it to their purchase order.We are unable to comply as we alreadyusetheReferencefieldforINTERNALpurposes.
If we could add an internal reference field that can be seen on the Contact card's Activity section in the same way the Reference…
3 votesHi Jo, thanks for sharing this idea. We appreciate you explaining how dual reference fields could help meet government client requirements, especially with the January 2027 eInvoicing mandate approaching. After reviewing this with our product team, we've moved this idea to Not in pipeline, which means the product team have reviewed the idea and it isn't on the foreseeable roadmap. The idea remains open for votes, so we encourage the community to continue supporting it if this impacts their business. We'll keep monitoring feedback from the community on this topic.
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Sales Overview- allow sorting (draft) invoices by 2 fields
Currently I can sort my draft invoices by "To" which seems to then default to "Number" as a second level. I have multiple invoices for the one client each month and it would be great if I could sort by "Ref" then sort by "To" and the "Ref" would remain the second level field, instead of "Number."
3 votesHi Simone 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. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero. The best way to work around this at the moment is to search the contact name on the search field in Draft invoices and then use the sort filter for the references.
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Xero Accounting App - Change colour of invoice sent banner
When using the mobile app, currently once an invoice has been completed and emailed, it says "unpaid invoice" in a blue banner at the top. It is sometimes difficult to notice the little popup which says "invoice sent" at the bottom, and this could lead to the invoice being sent again.
Changing the color of the banner at the top (i.e. to green) would be a nice visual indicator the email has already been sent.
3 votesHi Brandi, thanks for sharing this idea. We can see how a color-coded banner could make it easier to manage on the mobile app. We have moved this idea to Gaining Support, which means the Xero community can now vote and comment to show their interest. If this is something your peers would like to see as well, we'd love for you to share this with them and welcome others to join the conversation and add their support. We'll keep an eye on how this develops and share updates along the way.
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Sales Invoice - Options to navigate pages of the contacts list from the top of screen
It'd be useful to have the ability to paginate from the top of the Sales Invoice list screen to avoid having to scroll down the page.
3 votesWe're grateful for your idea submission and for clearly articulating the changes you need. Having completed our review, your idea is now in the hands of the community to champion and support.
Please share this widely so colleagues can cast their votes. Members can also contribute by commenting on how this idea would further enhance their use of Xero.
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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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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 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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Xero Accounting App - Ability to sort quotes order
In app version, when we click omn Quotes then we see 2 options to choose- numer of quotes sent & number of quotes to invoice.
When we click on number of quotes to invoice then we see all the quotes converted to invoice. But they appear as increasing order means oldest quote on top, we should have option to change the order i.e newest quote on top.3 votesThanks for sending through your idea and highlighting what’s important to you.
We’ve taken a look, and now it’s over to the wider community to get involved. If others you work with would benefit from this too, feel free to share it so they can add their vote.
Other users can also jump in with comments to share how this would improve their experience in Xero—we’d love to hear more perspectives from the community.
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Sales Credit Notes - Allow editing branding theme on paid credit notes
Currently it is possible to change the branding applied to invoices even after they are paid. It is not possible to do the same for a credit note which means that if there is a change in corporate branding that any credit notes that have been posted need to be recreated to be able to make the change. This should not be so difficult.
3 votesThank you for your engagement and letting us know that you would like to be able to edit the branding theme on paid credit notes.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoice templates - Ability to edit Title for Prepayments
Invoice Settings - Branding Themes - Prepayment title
Why can't we alter what shows on a prepayment? We have several customers who mistakenly pay us twice for invoices, this is made worse when we send them the prepayments (of the double payments) which say "Tax Invoice" suggesting this is money owing to us. Why can't we change the title to "Credit Note" or similar, so that our customers know that they've overpaid without us needing to manually contact each customer.
It should be a fairly easy fix, seeing that most types of invoices, quotes, drafts, etc have the ability to…3 votesThanks, Will for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoicing - Xero Network remember based on last send for contact
“Send via Xero Network” feature in your invoicing system, which have negatively impacted our workflow and client payment behavior.
Since the update, this option now appears at the bottom of the invoice, while the sending process begins at the top. This disjointed placement is not intuitive and often leads to it being overlooked. More importantly, the system does not remember this selection, requiring us to manually enable it every time we send an invoice.
This has had a direct impact on our cash flow. Since the update, we’ve noticed a significant drop in timely payments. Many of our clients rely…
3 votesThanks for your idea and sharing what would help your experience when sending using the Xero Network, Kelly.
We don't have further changes planned around this right now but will start to get a sense of interest from your idea, here.
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Invoicing - Template to split invoice lines to multiple codes
Please can there be a functionality in Xero to create a template that splits the invoice into two or more codes.
3 votesThank you for sharing your idea and letting us know what changes matter most to you!
We've completed our review, and your idea is now open for community support. This is your chance to rally behind it: please share the link with colleagues who would benefit, as their votes are crucial.
Other members can now also comment to share additional details on how this feature would improve their experience with Xero.
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Invoicing - Ability to clear suggested email list
DISABLE EMAIL SUGGESTIONS FROM XERO
I WANT TO REMOVE THE ABILITY FOR INVOICES TO BE SENT TO INCORRECT CLIENTS BY INADVERTANTLY SELECTING ONE OF THE (MOSTLY OUTDATED) SUGGESTIONS FROM XERO.
3 votesThank you for sharing your idea, Stuart!
We’ve updated the status to Gaining Support. It’s clear that having the option to manage suggested email addresses would help streamline the invoicing process and reduce the chance of sending invoices to the wrong contact.
If this feature would improve your workflow, we encourage you to add your vote or share your thoughts in the comments. Your feedback helps inform future improvements in Xero.
Thanks for being part of the Xero Product Ideas community!
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