1008 results found
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Xero App - Display 'Email to bills' address in Xero app
Xero’s unique “email to bills” address is only shown in the web version, this is bizarre as I will often have PDF attachments come through on my mobile email platform and I need to forward them to the relevant Xero account (we have 30+), I have to physically log into a laptop to get the unique email address, why can I not get this on my Xero / Xero me app? Can you add this, it should be very simple
2 votesHi Damien, thanks for taking the time to suggest this. Being able to access the "Email to bills" address from the Xero mobile app could make it easier to forward bills and receipts while you're away from your desk.
For now, you can log into Xero browser edition from your mobile devices, or save the 'Email to bills' address separately so you can refer to it on the go.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please keep voting and share how having access to the address in the mobile app would support your workflow.
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Contact | Invoicing - Ability to set default invoice date for each contact
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…2 votesHi Alexi, thanks for bringing this idea to the community. We can see why having the ability to set a default invoice issue date at the contact level could be useful, particularly for businesses that work to specific customer billing cycles or contractual invoicing arrangements.
The idea is to allow a default invoice date to be saved against an individual contact, so invoices created for that customer automatically use the preferred issue date rather than defaulting to the current date.
For now, using Repeating Invoices may help in some scenarios where invoices need to be generated on a consistent date each month. However, we appreciate this won't suit every workflow, especially when creating ad hoc invoices.
We've updated the status of this idea to Gaining Support. If this would help your workflow, please add your vote and share more detail about how you'd use it.
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Statements - Remove the Red ink from overdue
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…
2 votes✨ Thanks so much for taking the time to share this idea and explain the challenge you’re running into. We’re moving this idea to Gaining Support so we can hear from more customers who would like greater flexibility in how overdue information is shown in statement emails, including different template options.
If this is something others in your network are running into as well, we’d really appreciate them adding a vote or sharing their use case too. That kind of detail helps our product team better understand the real impact on day-to-day workflows.
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Invoicing - Ability to set a negative integer for default due dates
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!
2 votesHi everyone, thanks for sharing this idea. We understand the ask for the ability to set negative default due dates.
Currently, default due dates in Xero are designed for scenarios where the due date falls on or after the invoice date. We appreciate the suggestion that negative due dates could support specific business workflows and would like to understand more about when this would be most useful.
We encourage the community to share more examples and use cases to help us better understand this need.
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Invoice - Allow customers to set up a Direct Debit mandate while completing a GoCardless Instant Bank Payment
I would like to take our first payment via Go Cardless Instant Bank Payment and send them a mandate to fill in for future recurring monthly payments.
We have our first invoice for customers purchasing a subscription from our website set to instant bank pay, so that they can pay immediately and be given site access immediately, but they will then make future payments by Direct Debit.
Via GoCardless directly, If you invite a new customer to collect an instant bank payment, you need to check the box for the option Set up mandate (Prompt this customer to set up…2 votesHi Stephen, thanks for raising this idea. We understand why having the option to set up a Direct Debit mandate at the same time as an Instant Bank Payment via GoCardless could help create a smoother customer payment experience.
The idea is to combine these steps into a single checkout flow, allowing customers to make their first payment while also authorising future Direct Debit payments without needing to complete a separate setup process.
We encourage the community to vote on this idea if you’d find this payment workflow improvement useful.
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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.
2 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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Reports - Add options to show both Gross and Net amount columns on the Account Transactions report
I'd like to see both the VAT inclusive and exclusive values listed in the transactions list shown in a clients account. Some clients discuss VAT exclusive figures and others inclusive, so it would be much easier to have the selection to show both values side by side, especially if you're looking for something by value.
2 votesHi Emma, appreciate you submitting this through. We understand that having both Gross and Net figure visible together could make reviewing transactions easier.
The good news is this is already available in the Account Transactions report. You can customise the report columns by opening the Columns dropdown and selecting the fields you need, including Gross, Net, and VAT. You can also save the layout as a custom report for future use. Alternatively, you can also run the Receivable Invoice Detail report.
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Sales Overview - Add Valuation document
It would be most helpful to have a valuation format ( which for my construction business sits between the ( Quotation & invoicing documents that Xero have delivered perfectly)
This would require a % of the line item “ as defined in the quotation document” this value / % would increase as the project progressed.
Is this something that could be accommodated?? For a 50 something builder with limited I.T experience Xero has proven to be user friendly and very efficient tool. Thank you!!! The perfect tool would include the above Valuation document.2 votesThanks for sharing your idea Brett, and letting us know the changes that matter most for you. We are pleased to hear that you're loving Xero so far. While this is currently not possible we've opened this idea up to the community to add their support. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! In the meantime, you might be interested in checking out our connected apps page via the Xero App Store which might have an app that supports the construction functionality you wish to see.
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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Invoice Attachments - Ability to add videos
Being able to add a video to the attachments on an invoice so when sending an invoice, you can send a 5-10 second video of a repair or service or what was fixed or item you are invoicing over. Photos are good, but sometimes video is better.
2 votesThanks so much for sharing this idea 🎥 — we can see how being able to attach a short video to an invoice could be really useful, especially when a quick clip can show a repair, service, or completed work more clearly than a photo.
We’re moving this idea to Gaining support so other customers can vote and comment on it too. This helps our product team gauge community interest and better understand how valuable this would be for businesses using Xero.
If this is something you’d like to see, we’d encourage you to add any extra detail about how you’d use it, as that can be really helpful context for the team reviewing the idea.
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Invoice template - Tax ID displayed under own Company details
The rational of display Tax ID Display Name under the client contact doesn't sounds right as this is the column where we should key in our own company information.
When we using the standard template of Xero for AR Invoice, if there is tax id keyed under client's name, the field of "Tax ID Display Name" will be display under the client name. this sounds weird when I was told to amend the "Tax ID Display Name" which can be found under Financial Setting to something called "TIN Number" or "Tax ID Number" to make the display right.
2 votesThanks for sharing this idea 🙂 We’ve moved it to Gaining Support so we can continue to track interest from others who’d like to see this improved.
In the meantime, there is a workaround available using an advanced invoice template (custom DOCX template). This gives you more control over the invoice format, so you can customise how the invoice displays outside of the standard template.
You can find more on setting this up here: Create an advanced invoice template
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Invoices - Ability to send "Paid" invoices (receipts) via SMS
Would like to be able to SMS fully paid invoices.
2 votesHi Jane, appreciate the feedback here. We understand that payment confirmation is an important part of the customer experience.
Extending SMS functionality to include “Paid” invoice notifications or receipts could provide a quick, mobile-friendly way to confirm transactions. We’ve updated this to Gaining Support so we can track interest and share it with the product team.
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Search - Auto default cursor
Instead of a search button, the search field should be displayed by default and the cursor should default to that field. That way we can just type our search terms without first clicking on a button or a field.
2 votesThanks for sharing, Douglas. I see you've posted int he Invoicing forum and I just wanted to check if you're referring tot he Global search (in the blue banner) or the search bar within invoice lists?
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Quotes - Increase font size for line item grid
Please change the font size back to the larger size in the quoting & invoicing where the line item entry section on the quote/invoice edit screen, where the Description, Qty and Amount fields appear smaller than the other fields at the top of the page.
The larger size the same as the reference/date fields was much better.
2 votesHi Sharna, we understand you’re looking for the ability to increase or scale the font size within workspace grids, so line items are easier to read when working with detailed data.
Having adjustable text sizing could help improve readability and make it more comfortable to work through longer lists of items.
We’ll continue to track feedback and interest from the community for this idea, here.
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Sales Invoices - Sales Overview Screen
Please add a column that shows the Sales Representative name.
2 votesHi Jadé, when you say sales representative can I just check how is this information currently being entered in Xero? For example have you set up a tracking category to track the sales representative, or would you be wanting this information from the user that created the invoice? Will be helpful when sharing your feedback with the team.
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Quotes - Ability to search or filter the quotes list by customer City or Region
There is multiple quotes that i want to search by "CITY", but it seems that it is not possible.
Can someone guide me how to action this?
-Frustrated Customer
2 votesHi everyone, thanks for the suggestion. We understand you’re looking for better ways to organise active quotes by customer location, such as City or Region.
This could help streamline regional planning and reduce the need to manually check individual quotes for address details.
We’ll continue to collect feedback and interest from the community.
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Contacts | Email Address - Notify if a contact does not have an email address
We had a NEW customer that was added with no email address. This meant than when the invoice reminder email was meant to be sent the email didn't go. The system should alert you this field is empty as a lot of Xero communication is done through email.
The only way I noticed this was in the Sales > Invoices > Awaiting Payment list there was a small 'Email missing' message.
Would be better if this was in red letters to draw attention as there is currently no manual way to re-send the email that didn't go. (I have made…
2 votesHi Flo, 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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Invoicing - Add ‘Clear All Quantities’ Option when copying
When copying an invoice, users can now edit the copied version, and all information from the original invoice automatically carries over. To make this process more efficient, it would be helpful to add a “Clear All” button for the quantity column. This would allow users to reset all quantities at once instead of having to manually change each line item to zero before entering new quantities.
2 votesThanks for reaching out with this suggestion 🙂 I can see how being able to copy an invoice or bill to a draft and then clear all quantities in one go could make this workflow much quicker and easier.
At this stage, we don’t have a confirmed timeline or feature announcement to share for that specific functionality. What I can confirm is that this has now been moved to gaining support.
While it isn’t a confirmation that the feature will be developed, it does help show there is customer demand for it.
For now, quantities would still need to be adjusted manually after copying, but we do appreciate you taking the time to raise this
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Sales Invoices | Awaiting Payment List - Show contact Email in the column
We import our data for invoicing and only the customer name/contact is in the file. When emailing out the invoices after import, we use the "Awaiting Payment" screen but unable to see if there any new customers so we have to review the "Statements" tab beforehand. This will save time and effiencies within our company.
Perhaps, the screen columns we are all wanting could be added but with a X box so columns could be hidden if not needed, therefore collating a few thoughts at once ?
2 votesHi Pam, 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. We'll monitor this space in the meantime. Cheers!
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Projects - Create a Sales Credit Note from Projects
Whilst purchase credit notes can be assigned to Projects, a Sales Credit Note can't be raised from Projects in the same way that a Sales Invoice can from Tasks and Expenses. Anegative invoice can't be created - the error message "The invoice total cannot be less than zero." appears.
Therefore, Sales Credit notes don't automatically link to Project costs and get marked as "invoiced".
This direct linking needs to be added.
2 votesHi Kevin, thanks for sharing your idea, and letting us know the changes that matter most for you. While you cannot create credit notes directly from the projects module, you can still create them from the Sales menu. However, 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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Repeating Bills- Remove Archived Product Codes from Repeating Templates
I have seen there is already a thread for this in Repeating Bills, but we recently streamlined our product codes and archived the old ones.
However, Xero is still showing all the achieved codes when you create or update a repeating! This does not happen with raising normal invoices. I can see this causing errors in the future and am surprised at the oversight by Xero.
2 votesHi Rebecca, 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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