Invoices & quotes

1027 results found

1. Branding templates

   Firstly, please make a category called Branding, which addresses all of the branding templates (not only Invoices and Quotes).

   Secondly, ALL the Word templates have the limitation of not supporting hyperlinks while the default templates. We only discovered that after spending hours creating the Word templates. Please add that urgently.

   Thirdly, Xero currently only supports One default Branding Scheme for ALL documents. We only needed to change the default Statement to a Word template but we are now forced to redo ALL templates to Word. Please enable default document templates to be set from a mix of standard and Word templates.

   Firstly, please make a category called Branding, which addresses all of the branding templates (not only Invoices and Quotes).

   Secondly, ALL the Word templates have the limitation of not supporting hyperlinks while the default templates. We only discovered that after spending hours creating the Word templates. Please add that urgently.

   Thirdly, Xero currently only supports One default Branding Scheme for ALL documents. We only needed to change the default Statement to a Word template but we are now forced to redo ALL templates to Word. Please enable default document templates to be set from a mix of standard and Word… more

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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. 🙂

2. multi currency

   It would be good if you could void a multi-currency invoice after you have downgraded the Xero plan. Currently, you have to pay to upgrade for a month to Void or apply credit notes to invoices. This is a significant upgrade for our clients with small business.

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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. 🙂

3. Automatically add invoices to expenses

   When an invoice or receipt is emailed to the Xero Files Inbox, Xero should extract its details and automatically suggest the most likely matching transaction, similar to bank reconciliation.
   Potential matches should be ranked using:
   - Amount or similar amount
   - Transaction date or a configurable date range
   - Supplier or customer
   - Invoice or receipt reference
   - Currency and other available details
   The user should see the document alongside the suggested transaction and be able to confirm the match with one click, select another match, or create a new bill or expense if no transaction exists. Xero should then attach the document to the transaction and archive it automatically.
   The workflow should also support split payments, one payment covering multiple invoices, duplicate detection and batch review. High-confidence matches could be processed automatically if the organisation enables this option, while uncertain matches remain for review.
   This would provide an “invoice and receipt reconciliation” experience similar to bank reconciliation, reducing manual data entry, preventing duplicate expenses and ensuring that supporting documents are attached to the correct transactions.
   Xero’s current Files Inbox accepts emailed documents and its Smart Document Capture can suggest matches based primarily on date and amount; this idea extends that into a richer reconciliation workflow using supplier, reference and other criteria.

   When an invoice or receipt is emailed to the Xero Files Inbox, Xero should extract its details and automatically suggest the most likely matching transaction, similar to bank reconciliation.
   Potential matches should be ranked using:
   - Amount or similar amount
   - Transaction date or a configurable date range
   - Supplier or customer
   - Invoice or receipt reference
   - Currency and other available details
   The user should see the document alongside the suggested transaction and be able to confirm the match with one click, select another match, or create a new bill or expense if no transaction exists. Xero should then… more

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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. 🙂

4. Repeating invoices: enable PayTo without credit card payments

   Please add the same granular payment method controls to repeating invoice templates that are already available on individual invoices.

   Using Stripe in Xero, I can enable PayTo and disable credit/debit cards on an individual invoice. Xero Support has confirmed this configuration cannot be saved on a repeating template.

   We want to offer PayTo on recurring invoices while retaining card payments for one-off customers. Card processing fees are substantial on larger invoices, so this flexibility matters.

   Currently, we must manually edit each generated invoice to achieve this, defeating the purpose of automated repeating invoices.

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Payment services  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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. 🙂

5. Invoice and receipt reconciliation for emailed documents

   When an invoice or receipt is emailed to the Xero Files Inbox, Xero should extract its details and automatically suggest the most likely matching transaction, similar to bank reconciliation.
   Potential matches should be ranked using:
   - Amount or similar amount
   - Transaction date or a configurable date range
   - Supplier or customer
   - Invoice or receipt reference
   - Currency and other available details
   The user should see the document alongside the suggested transaction and be able to confirm the match with one click, select another match, or create a new bill or expense if no transaction exists. Xero should then attach the document to the transaction and archive it automatically.
   The workflow should also support split payments, one payment covering multiple invoices, duplicate detection and batch review. High-confidence matches could be processed automatically if the organisation enables this option, while uncertain matches remain for review.
   This would provide an “invoice and receipt reconciliation” experience similar to bank reconciliation, reducing manual data entry, preventing duplicate expenses and ensuring that supporting documents are attached to the correct transactions.
   Xero’s current Files Inbox accepts emailed documents and its Smart Document Capture can suggest matches based primarily on date and amount; this idea extends that into a richer reconciliation workflow using supplier, reference and other criteria

   When an invoice or receipt is emailed to the Xero Files Inbox, Xero should extract its details and automatically suggest the most likely matching transaction, similar to bank reconciliation.
   Potential matches should be ranked using:
   - Amount or similar amount
   - Transaction date or a configurable date range
   - Supplier or customer
   - Invoice or receipt reference
   - Currency and other available details
   The user should see the document alongside the suggested transaction and be able to confirm the match with one click, select another match, or create a new bill or expense if no transaction exists. Xero should then… more

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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. 🙂

6. In smart document capture, it would be better if the due is calculated from the invoice date, similar to adding bills individually.

   In smart document capture, the due date should be calculated from the invoice date, for example, if i review an invoice for 20 June 2026 and i go +7 for the due date it should be 27 June 2026, but currently it adds seven days to todays current date instead.

   I feel this would be a welcomed improvement to the system

   •  

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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. 🙂

7. Email invoices from our email address instead of Xero.com using to increase views

   Only 34% of our invoices from Xero are ever actually opened since the xero.com addresses is seen as a newsletter or promotional email by recipients email app. Our workaround is to download and copy the PDF into a direct email to the customer which has an almost 100% open rate. Isn't there a way to have the invoices come from our own email / domain instead of Xero's?

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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. 🙂

8. Default “Attach files to eInvoice” option for supporting documents

   Please add a setting that lets users have “Attach files to eInvoice” selected by default when sending eInvoices.

   For businesses that regularly send supporting documents with eInvoices, having to manually tick this box each time adds an extra step and increases the risk of attachments being missed.

   A default setting would help streamline the eInvoicing process and improve consistency.

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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. 🙂

9. Packing Slip

   It would be great to be able to select Packing Slip in quotes, some companies do not invoice until the goods have been delivered or sent out the next day, it would be great to have this function in quotes so other staff members can pack the orders prior to invoice being sent.

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Quoting  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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. 🙂

10. Delivery Address

    Delivery address update is working where it stays on the invoice, but it would be great if you could create a box like the reference box where you could manually enter in an address or a previous one from like a drop down menu in the box, it's a bit of a pain to have to constantly click on the contact and change details as companies use a variety of addresses.

    Could you also look into adding another reference box or another box so you could add specific notes instead of adding it to where all the products are listed.

    Some companies may bill a certain person but require the delivery address contact and details to be someone different, could these also be looked into, like I said above where we could manually enter details.

    Example
    Delivery Details
    Contact Name Joe
    Phone 0421521324
    Delivery Address
    10 Queen Street
    Melbourne

    Delivery address update is working where it stays on the invoice, but it would be great if you could create a box like the reference box where you could manually enter in an address or a previous one from like a drop down menu in the box, it's a bit of a pain to have to constantly click on the contact and change details as companies use a variety of addresses.

    Could you also look into adding another reference box or another box so you could add specific notes instead of adding it to where all the products are listed.

    … more

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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. 🙂

11. Email Task Reminders

    Any chance you could look into having an email sent for reminders of tasks, maybe set it so you can select which ones you would like emailed eg. invoices due, follow ups, as not everyone who uses xero is always logged on, this way it can send an email to remind us that we need to follow up on something.

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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. 🙂

12. Quotes added to Tasks

    Any chance we can have quotes added to Tasks. So, we can follow up instead of going into quotes.

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Quoting  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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. 🙂

13. To be able to record a payment on an invoice without having to send initial invoice

    When invoicing it would be more intuitive to be able to load invoice and then tick a box that the invoice has been paid and the invoice turns into a receipt....

    Also - Don't require a sign in to load an idea.

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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. 🙂

14. Proposed Feature: Allow Editing of Outstanding Balance When a Deposit Has Been Paid

    Proposed Feature: Allow Editing of Outstanding Balance When a Deposit Has Been Paid

    Please allow us to update the outstanding balance on an invoice without removing the deposit payment, amending the remaining balance, reapplying the deposit payment and then reissuing. Editing the outstanding remainder directly preserves the deposit, avoids unnecessary reversals, and enables issuing an updated invoice quickly.

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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. 🙂

15. Introduce a Sales Order function

    Xero Feature Request: Sales Order Management

    Objective: Introduce a Sales Order function that allows users to convert quotations into sales orders, manage outstanding orders, and progressively invoice customers as goods or services are delivered.

    1. Convert Quote to Sales Order

    Introduce a simple “Convert to Sales Order” option within an existing quotation.

    Convert an accepted quotation into a sales order.
    Automatically transfer customer details, line items, quantities and pricing.
    Allow users to assign an expected delivery/due date.
    Track the sales order independently of the original quotation.

    1. Partial Sales Order Conversion

    For customers who only order selected items or quantities from a quotation:

    Select specific quotation lines to convert into a sales order.
    Adjust quantities where customers order fewer units than quoted.
    Retain the original quotation for reference.
    Allow remaining quoted quantities to be converted into additional sales orders if required.

    1. Partial Invoicing Against Sales Orders

    Introduce functionality similar to Xero's existing partial receiving process for purchase orders and bills.

    Generate invoices directly from a sales order.
    Invoice selected line items or partial quantities.
    Automatically deduct invoiced quantities from the outstanding sales order.
    Allow multiple invoices against a single sales order.
    Automatically close the sales order once all quantities have been invoiced.

    Example: A customer orders 100 units. The supplier delivers and invoices 30 units, followed by 40 units and finally 30 units. Xero automatically tracks the remaining outstanding quantities throughout the process.

    1. Outstanding Sales Order Reporting

    Introduce a dedicated Outstanding Sales Orders Report showing:

    Sales order number and customer.
    Original order value.
    Invoiced value.
    Outstanding order value.
    Outstanding quantities per line item.
    Expected delivery/due date.
    Order status: Open, Partially Invoiced, Completed or Overdue.
    Business Benefits

    This functionality would bridge the gap between quotations and invoicing, providing businesses with better order management, delivery tracking, sales forecasting and visibility of outstanding customer commitments.

    The key advantage is that Xero could introduce this functionality using a workflow very similar to its existing Purchase Order → Bill process, reducing complexity while adding significant value to businesses that supply products over multiple deliveries.

    Xero Feature Request: Sales Order Management

    Objective: Introduce a Sales Order function that allows users to convert quotations into sales orders, manage outstanding orders, and progressively invoice customers as goods or services are delivered.

    1. Convert Quote to Sales Order

    Introduce a simple “Convert to Sales Order” option within an existing quotation.

    Convert an accepted quotation into a sales order.
    Automatically transfer customer details, line items, quantities and pricing.
    Allow users to assign an expected delivery/due date.
    Track the sales order independently of the original quotation.

    1. Partial Sales Order Conversion

    For customers who only order selected items or quantities from a… more

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Quoting  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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. 🙂

16. Having the option to select both Pay by Bank and Pay by Stripe on your Branding Theme for Invoices.

    Currently, the Pay by Bank option is on the Credit Card drop down menu in the Branding Theme setting, meaning you can only select Pay by Bank OR Pay by Stripe

    Could you please change it so that Pay by Bank is added to the Bank Payments dropdown rather than being in the Credit Card drop down? This way, we could select both Stripe and Pay by Bank as an option for our branding theme, giving our customers both options when they make their payments.

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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. 🙂

17. Mandatory reporting cateogories

    It would be useful if tracking categories could be switched to mandatory fields on a sales invoice before the invoice is approved or saved to draft.

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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. 🙂

18. post late received purchase invoices into closed periods

    Ability to post late received purchase invoices into closed periods for accurate vat reporting.

    Business often receive purchase invoices late (after the management accounts have been prepared and therefore period's being closed). In order to avoid prior months reporting being changed - confusing directors or lenders, receiving future reports, I would like Xero to be able to post a purchase an invoice with the correct invoice date (for integrity of VAT reporting to HMRC) but to post the expense into the current period that is open, so that the integrity of the management accounts are not affected.
    This effectively replicates how Xero deals with late posted VAT transactions - pushing it into the next VAT reporting period automatically.

    Ability to post late received purchase invoices into closed periods for accurate vat reporting.

    Business often receive purchase invoices late (after the management accounts have been prepared and therefore period's being closed). In order to avoid prior months reporting being changed - confusing directors or lenders, receiving future reports, I would like Xero to be able to post a purchase an invoice with the correct invoice date (for integrity of VAT reporting to HMRC) but to post the expense into the current period that is open, so that the integrity of the management accounts are not affected.
    This effectively replicates… more

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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. 🙂

19. Currently, when an invoice is printed from XPM, the notes displayed beneath a task are pulled from the task description, rather than from th

    Currently, when an invoice is printed from XPM, the notes displayed beneath a task are pulled from the task description, rather than from the individual notes staff enter when recording their time.

    It would be extremely helpful if there was an option to include the individual timesheet notes underneath the relevant task on the client invoice.

    This would allow practices to provide clients with a clearer breakdown of the work performed without having to manually copy the timesheet notes across when preparing an invoice.

    Ideally, this could be an optional setting at the individual invoice, Client or job level, rather than changing the task description globally.

    Currently, when an invoice is printed from XPM, the notes displayed beneath a task are pulled from the task description, rather than from the individual notes staff enter when recording their time.

    It would be extremely helpful if there was an option to include the individual timesheet notes underneath the relevant task on the client invoice.

    This would allow practices to provide clients with a clearer breakdown of the work performed without having to manually copy the timesheet notes across when preparing an invoice.

    Ideally, this could be an optional setting at the individual invoice, Client or job level, rather… more

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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. 🙂

20. Statement number and totals

    Include a statement number somewhere at the top of the statement when one is generated. Also include totals for each column (invoice amount total and payments total).

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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. 🙂