1101 results found
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Tag other users in Notes and elsewhere
Anywhere we can add Notes (invoices, transactions, etc.) we should be able to tag other users. I'd like to write a note for my bookkeeper and tag her so she knows to go look at it.
Those tags should then show up as notifications in that users console and/or some sort of "To-do" area.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Invoice | SMS - "Print pdf" button
Most of our customers prefer receiving invoices via SMS. When trying to print the invoice via the SMS link, it generates a 2-3 page online version of the invoice. Can you implement a "Print pdf" option that would generate the same concise layout used when previewing the invoice in Xero? Thank you!
2 votesGreat to get this sort of insight, Kelly. Thanks for sharing. We'd like to get a sense of the wider interest for being able to print PDF from the SMS invoice message, please feel free to share with any colleagues or customers that you know would find this useful so they can vote on this too.
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Mark as read
We don't send all invoices out as some invoicing is done through other apps, however the invoices still need to be there. Could there be a button on the screen listing invoices to mark an invoice as sent without having to go into the invoice or to print it.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Invoice settings
Is it possible to display the amount of GST, not the percentage of GST? We have a department who wants to see on the invoice .....
Cost before GST, amount of GST-not percentage then total, all on the one line.Regards Brenda
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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sales invoice bulk import due date
Request ability to bulk upload Contact default due dates into bulk imported Draft invoices containing no due date. Approval currently prevented due to missing due date but require that to be populated from Contact default data. Work around for individual invoices is to preview prior to Approval but that is time consuming for large numbers of invoices included in batch import.
2 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Overdue Invoices tab
Invoices overview page should include an Overdue button (to filter for just overdue invoices).
It's great that on the home page you can easily click through to just show the overdue invoices, but you can't do this from the actual Invoices page.
Suggest adding a new "Overdue" tab at the top between "Awaiting Payment" and "Paid"
2 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Keep contact name/ email of copied invoice rather than from last invoice to that client
I have clients with several different contacts and I would like to keep the specific contact from the invoice that I am copying. Instead it copies the contact from the last invoice to that client.
2 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Increase Transaction Limits (Invoice, Bills, Bank Line Items)
The lowdown on transaction limits:
1,000 sales invoices (based on 10 line items per invoice)
1,000 purchase bills (based on 10 line items per bill)
2,000 account transactions
2,000 bank statement lines
1,000 lines per statementFeature Request:
Increase system transaction limits (invoices, bills, bank line items, etc.) for higher-volume usersDescription:
As businesses scale and transaction volumes grow, Xero’s current handling limits (per document line items or per period) can become a constraint — especially for industries with complex billing (multiple lines, consolidations) and those migrating from systems with higher allowances (e.g., Zoho Books Enterprise plans). Increasing these limits…2 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Custom templates - Add native integration between Xero and Zoho Invoice (FREE)
Add native integration between Xero and Zoho Invoice (FREE): Custom templates
"Many small and medium businesses use a combination of Xero for core accounting and Zoho Invoice (FREE) for invoicing, custom templates, client portal features, and payment links. A native Xero–Zoho Invoice integration would streamline workflows and eliminate duplication of effort."
Current Challenge:
- Users must manually re-adjust invoices in Word if to customise Xero invoices offline.
- Requires much time and effort to export, build, import and test - until working.
- Word customisation is limited, and an integration to Zoho Invoice would be much easier.
Proposed Solution:
"Add a native connector…
2 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Add a subtotal line to an invoice
I just want to add a simple Subtotal line which will automatically add up everything above it before I add a discount line below.
Seems really obvious yet doesn't exist...my life slowly slips away everytime I have to do this manually!2 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Package prices - subtotal costs vs itemised pricing
I wanted to share some feedback regarding the invoice templates. Currently, invoices always display individual item prices, which makes it difficult for businesses like ours that offer package or bundled services. It would be very helpful to have an option to show only the overall package price or total cost, without displaying each item individually.
This feature would improve clarity for our clients and streamline the invoicing process for businesses that work with bundled pricing.
Thank you for considering this suggestion!
2 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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option to change who remindes are sent to
INVOICE REMINDER EMAIL ADDRESS SAVED PER INVOICE - Enable invoice reminder emails to be captured and stored on a per-invoice basis, rather than reverting to the main contact.
For organisations with global customers, invoice recipients often vary by region, project, or business unit. In our organisation, a single customer can have multiple valid invoice contacts depending on the specific project.
Currently, reminder emails default back to the primary contact, forcing users to manually re-enter or amend the email address each time. This is inefficient, error-prone, and very labour-intensive at scale.
Allowing the reminder email address to be saved per invoice…
2 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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New
Why can't we get the "PRODUCTS" on our App Dashboard to enable us to check the product and prices ( will be very handy if shows the available quantity as well) to check whenever we get a call from our customer, who is asking for a product price and available quantity ?
PRIT ( Truck Tyres Helpline ) using this for Invoicing
2 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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calculate exchange rate from sum due and sum received
I have multiple customers who are charged in US dollars. When they pay via Stripe the money is immediately converted to Australian dollars.
When I mark invoices as paid I am presented with an interface that creates more work than it need do.
I know the amount charged, I know the amount received. What I don't know without calculating is the exchange rate.
Allow me to enter the amount received OR allow me to calculate the exchange rate in the exchange rate field by allowing calculations, but don't ask me what a 6 digit exchange rate is.
I spend a…
2 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Purchase order - Enter an order number
Customers should be able to enter a purchase order number when they accept a qoute emailed to them
2 votesHi Michael, just trying to understand your idea here a little better. When you Accept a quite at present do you manually enter the PO into Xero?
Currently when entering the Purchase order there are 2 fields this could be entered
- Order Number
- Reference
Can you share a little more about your process and what's missing in Xero for your workflow here?
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XPM Timesheet time to show actual local time
XPM Timesheet time to show actual local time. Currently it shows Sydney but I'm not located there
2 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Show Net (ex-VAT) and VAT totals in Invoice list views (Awaiting Payment & Drafts).
Show Net (ex-VAT) and VAT totals in Invoice list views (Awaiting Payment & Drafts).
For UK VAT-registered businesses, the current invoice list views (including Invoices Awaiting Payment and Draft invoices) only show gross totals including VAT. This makes it difficult to understand true cashflow, as the VAT portion is not money the business gets to keep and will be payable to HMRC.
It would be extremely useful to be able to either:
Display Net (ex-VAT) and VAT as separate columns in these invoice list views, or
Toggle between Gross and Net totals in the list view summary.
This would allow…2 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Contacts - Ability to turn off initial icon
Can you please get rid of that annoying image that appears when I'm typing in a new contact on a sales invoice. As I'm typing the image is flashing away on each keystroke and giving me a headache!
2 votesThanks for sharing your idea Jeanette! Appreciate that the contact suggestion popping up at each keystroke can be difficult to navigate and confusing. This is why we will move this idea to gain more support from the community. Feel free to share this with your colleagues so they can share their thoughts on this too! We'll monitor this space for more traction in the meantime.
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Linking timesheets approved by the client to invoice generation
The clients that I provide services to seek as supporting documentation a timesheet that has been signed off by an authorised representative of the client. At the moment I use an excel spreadsheet to do this then manually generate an invoice on the total agreed hours. It woud awesome to have feature where you prepare a timesheet in xero, xero sends a link to the approver to sign the timesheet then xero pulls the hours into a invoice + any agreed expenses (with supporting invoices and signed off timesheet)
2 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Invoicing | Add Payment - Align bank account order across UI
When using the "Add Payment" button on an Invoice, I am regularly confused because the Banks are not in the same sort order I've assigned on the Dashboard / Bank Accounts Page.
This sort order is already applied to the "New Spend Money" page. So really it would be ideal if it matched platform-wide
This is complicated for me since Stripe requires a new account for each platform.
Hopefully the attached screenshot makes the request / issue clearer.
2 votesHi Sandy thanks for raising this with us. This is a great idea , to unify the account order across the platform. We'll move this idea so it gains more support from the community. In the meantime please feel free to share this with your peers who might also benefit from this change. We will monitor this space for more traction.
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