1005 results found
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Branding - Option to remove organisation Name and Address from standard invoice template
Standard invoice template should allow users to remove company name and or address within the tick box options - so that those printing on headed paper (containing pre printed logo and name and address of co) can adapt standard invoice easily and don't require advanced work of docx custom invoice to achieve name and address removal
2 votes -
Quotes | Search by Item or account
Quotes/Sales Overview
Be great to search by account in addition to current fields. For those business that need to track quotes based on product or brand or account, this would allow a business to see activity and also follow up quotes from the one screen. hope that makes sense.2 votesWe appreciate you sharing your idea, and letting us know how searching for quotes by item or account would be helpful, Vange.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the traction this idea receives in the community, here. Thanks
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Invoices: Generate journal entry for fully discounted invoices
Currently you can add a discount of any amount including 100% on an invoice. However if you have a 100% discount the nominal ledger account doesn't save - so you can't report on it. We would like to know all subsidies across all courses but can't currently do this as if we have a fully funded course the NL code won't save so is left blank.
2 votes -
Sales Invoice - Collate lines of a single invoice when exporting
When exporting invoices if an invoice has multiple lines in Xero it also appears with multiple lines on the exported Excel.
Can we have some way to collate the invoice lines onto one line on the excel?
Currently when exporting a bulk amount of invoices we have to manually combine lines on the spreadsheet for the same invoice. This can take a lot of time and often lead to mistakes as manual calculation is needed to get the correct invoice amount.
2 votesCan you provide more detail of your reason for needing to export invoices from Xero, Balraj?
We don't have any plans for changing the format of the export right now, however it sounds like this is a common action for you, and it'd be good to better understand the use case that we can share with the team.
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Sales Invoice | Advanced Template - Option to add 'QuantityTotal' field to invoice template
Would love there to be a total qty function at the bottom of invoices
2 votes -
Sales Invoice - Auto save draft email when sending
When amending the email which is sent when sending an invoice, I sometimes accidentally touch the screen, causing the screen to swipe down, losing the message. If you swipe down on the email, could this not be saved as a draft with the draft invoice, so I don’t have to start again?
2 votesUnderstand the nuance, Jason. Do you often find yourself sending personalised emails with each invoice? If something a little more generic or widely used perhaps it could be worth setting this up as an email template?
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Invoices - Enter cents for an amount without inputting decimal point
It would be good if you did not have to enter the decimal place when entering dollar amounts. Just saves 1 extra key stroke but that adds up to a lot of keystrokes
2 votesThanks for your confirmation, Robert. I've just adjusted the title of the idea.
We don't have any plans for this at present but will track the appetite here.
Atm, when entering Expenses or Bills you may find some of the automation through Hubdoc, emailing bills to your org and the ability to enable receipt analysis within Xero expenses help reduce the need to enter these amounts yourself, too.
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Quotes - Update default exchange rates in footer, when using custom exchange rates
I would like to suggest creating quotes in multiple currencies should be the same as setting the exchange rate. As currently when we choose another currency when creating a quote, while the exchange rate still appears as the custom rate, the exchange rate that appears on the PDF is the default rate. We should all be on the same page.
2 votes -
Sales Invoices | Imported from WFM - Assign Contact Currency default
WorkflowMax has no understanding of foreign currencies. We now have WFM clients that are being invoiced in either Australian or US dollars as opposed to the standard NZ dollars.
Before sending the invoice from WFM, we set up the contact in Xero to have the following information:
Under Financial Details: Currency = US Dollar
Under Sales Defaults: Sales GST = Zero Rated and Branding Theme - US Invoice
Please see two attachments showing the settings.When we send the invoice (Approved) from WFM to Xero, the GST and Branding Theme are correctly picked up but the Currency setting in Xero…
2 votes -
Statements - Option to show receipts only when selecting Activity as the statement type
When selecting ACTIVITY under the Statements section, it would be helpful to filter receipts only. I can currently print a Statement of Activity using a custom advanced template I created, but I sometimes want to omit the invoices to show the client a list of receipts only in a nice report format. To recap, looking for a Statement of Activity, but only showing receipts for the period of time I select.
2 votesHi Kathi, having a bit of a play with reports this is possible through the use of the Customer Invoice Activity report.
You can add a Filter for Source to only select Receivable Payments - this would then show all payments your customers have made without detail of the individual invoices themselves - Have a try and let us know if this solves your needs here 😊
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Add sort options to search results page
Pleas add sort options to the search results by header items. Xero shows results in a random order, very annoying when trying to find a transaction.
1 voteThanks 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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Available inventory
When entering a product onto a quote or invoice is it possible to show available inventory next to each product in the pop-up list.
1 voteThanks 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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auto apply overpayment/credit to a repeating invoice once the next invoice populates and only have auto pay pay remaining amount
For overpayments and credits, we would like them to auto apply to the next repeating invoice that is set on autopay. IE: repeating invoice creates a invoice that is set to auto pay, but on the backend the overpayment is applied then the autopay pay the remainder. A button at the time of overpayment creation to auto apply to next invoice would be great.
1 voteThanks 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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Xero needs a function to set recurring invoices to go out a week or two earlier in December.
Xero needs a function where you can trigger your recurring invoices to go out at an earlier date in the run up to the holiday season. So, for example, my recurring invoices are set to go out on the 25th of the month, but I had to manually recreate them to go out on the 19th of this month, before my clients' close.
Although I found lots of info online, and on ChatGPT, about the possible options for doing this, after exploring ALL of these options, not one of the proposed methods aligned to the current Xero set up -…
1 voteThanks 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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Restrict invoice drafts to be opened by only one user at a time
When two users open the same invoice draft on different devices and make changes simultaneously, only the changes made by the last person to save and close the invoice are retained, resulting in earlier changes being overwritten.
It would be very helpful if Xero could restrict invoice drafts to be opened by only one user at a time, or provide a warning/lock to prevent simultaneous editing and accidental data loss.
1 voteThanks 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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Display the due date on the send statement page
On the send statement page add a filter, so that you can filter by the number of days overdue. So that you can easily send different statement reminders based on how overdue the amount is. e.g. If a customer has invoices that are only 30 days overdue send a friendly statement reminder, if the customer has invoices more the 180 days overdue send a legal action statement reminder.
It would be good if this could be incorporated into the Smart lists on the contact page also.
It would also be very helpful to be able to exclude client with credit…
1 voteThanks 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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Invoices - be able to add billable expenses attachment to invoices
I would like the ability to select the attachment to a billable expense to the invoice. At the moment it can create a line item for each billable expense, but it doesn't bring the attachment over. So it means downloading the attachment from the billable expense and uploading to the invoice. Could we just have an option to add the attachment to the invoice as well.
This would be very handy and streamlined, as many clients require back up of the billable expense.1 voteThanks 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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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.…
1 voteThanks 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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Sending Multiple Invoices to a Different Email in ONE Click
Currently, in order to send multiple invoices at once, each invoice has it's own email address box to enter the recipient's email, there is no selection available to send multiple invoices to a custom email address in one click.
This would be most helpful, especially when multiple invoices are required to go to a different email address (from the default contact email). At the moment this means entering a different email into each individual address box, even if this means entering the same email up to 50 times for each invoice selected.
1 voteThanks 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 - Add payment - keystroke for selecting account
I would like to be able to use a keystroke to nominate the bank account I want to select in the Single Invoice Payment screen. The same as you can when you use the Deposit function for payment of multiple invoices. It should work the same in both functions Xero!
1 voteThanks 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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