1008 results found
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Repeating Invoices - Add one-off charges or additional line items to repeating invoices
Add one-off charges to repeating invoices. Queue a charge to a client's future repeating invoice. This will avoid having to bill separately and forgetting to add the charge after the invoice is created.
1 voteThanks for sharing this idea. We understand the request to add one-off charges to a repeating invoice without changing the recurring template. Being able to include additional work or expenses on the next invoice could make recurring billing more flexible.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share what types of charges you'd like to add.
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Reverse charge VAT rate option for all regions
It is now a requirement in our region to apply a reverse charge VAT to purchases from non-resident suppliers.
To comply with this, we need our accounting system to be able to:
- Calculate output VAT on qualifying imported services
- Claim input VAT where recovery is permitted
- Post to the correct VAT general ledger accounts
- Report correctly on the VAT return
I understand from Xero support that this VAT rate is currently only available for the UK region. However, it is vital for Xero to add the reverse charge VAT feature globally, as this requirement is likely to apply to more…
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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ability to move from quote to order when payment received, before finalising as an invoice when order is completed
We need the ability to move from a quote to an order when the quote is accepted, then the ability to add a payment - either in full or as a deposit paid - before finalising as an invoice when the order is completed. The fact this is not available completely messes up the finance figures because Xero is factoring in payments it is expecting - even though (technically) it's not a real invoice because there's been no commitment because payment hasn't been made. We use the "quote to order to invoice" method to track where our orders are at…
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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show tag
Id love to see the tags that we give a customer on the invoice screen. I use them for things like, customer needs to pay in full, or they are wholesale or they are text only. It would be helpful to see them on the invoice screen but not have it print anywhere.
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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Setting required to automatically mark invoices as sent
We do not raise invoices from Xero but we approve and send statements from Xero and we need reminders. Reminders are not sent for invoices that are not marked as sent, so we need an option to turn on automatic marked as sent, or at least be part of the approval process, we can not go back in to every invoice just to tick this box.
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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Quote follow up
Can we add a features to follow up with quotes with time 3 day reminder ect?
1 voteHi 👋 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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auto calculate amount
When entering bills etc, after you enter the total amount. Automatically calculate the balance on the lines that need to be allocated. For example if I enter a bill for $100. then allocate $80 for reapirs and maintence the next line should auto fill $20.
1 voteHi 👋 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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Allow the Attn: field in the Ship To to display on invoices.
If I enter a name in the Attention field of the delivery address the Ship to information will not populate on the invoice. Please allow the Ship To fields to respect the Attention field of the Delivery address information.
1 voteHi 👋 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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Lawfirm
We use this system in our law firm and maintain two separate accounts:
One account is used exclusively to record trust transactions.
The second account records both trust and business transactions, enabling us to deduct the total invoiced amount from trust funds while clearly reflecting the client's remaining trust balance.
Overall, the system works exceptionally well for our practice. However, we have encountered a few issues with the Payments Received and Overpayment functions.
The main concern is that the Overpayment feature affects the Payments Received figures and the total receipt amount. Unfortunately, overpayments are not reflected on a printable receipt…
1 voteHi 👋 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 Payment Links to Draft/Proforma Invoices
Please add payment links to draft/proforma invoices.
My client recently moved from Sage to Xero and says this was a feature they relied on when using Sage.1 voteHi 👋 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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Contact Home screen Shows CREDITED Bills as "PAID"
On the Supplier / Contact home screen any bills that have been cleared with a credit note should not be shown as "PAID". This is confusing as a bill which has cleared with a credit note has not been paid from the bank, it has been credited. There should be clear distinction between the two methods of clearing a supplier bill.
1 voteHi 👋 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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Paste like cells
Invoicing: Paste Multiple Rows and Columns into Invoice Lines
Related request, incorrectly closed as completed: https://productideas.xero.com/forums/967115-invoices-quotes/suggestions/50923184-invoicing-paste-multiple-cells-into-invoice-line
The new drag-fill function is useful and appreciated, but it is not what the original request asked for.
The requested feature is spreadsheet-style pasting of multiple rows and columns from Excel, Google Sheets or Airtable directly into Xero invoice lines.
Currently, clicking a cell immediately enters editing mode. Pasting therefore inserts everything as text inside one field instead of treating the clipboard content as separate cells.
Xero needs a way to select a starting cell without editing it, such as Ctrl+click, clicking the cell…
1 voteHi 👋 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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Send e-invoices through Xero to Sweden via the Peppol network
It has now become mandatory to email clients in Sweden via e-invoicing through the Peppol network. I know other countries have support through Xero for e-invoicing. Please can Sweden be included in the regions e-invoicing is available for. Thank you.
1 voteHi 👋 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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Invoice Payments and Batch Deposits – Allow US Date Format
Fix the date coding to match the browser’s native date control, which presents dates according to the user’s locale while storing them internally in a standard format or the company's location.
The Invoice Payment and Batch Deposit ignore the organization's regional date settings when dates are entered manually. This only seems to occur in these specific windows, making the behavior inconsistent with the rest of the platform and interrupting data entry every time a payment is recorded, essentially causing havoc when regular users go to enter a date and don't check that it's correct, which makes reconciling harder, cumbersome because…
1 voteHi 👋 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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Xero Item Code not included in Peppol SellersItemIdentification
When a sales invoice containing inventory item codes is sent from Xero through Peppol, the Xero Item Code is not included in the resulting Peppol invoice XML.
For example, a Xero invoice line contains:
Item Code: [ITEM CODE]
Description: [ITEM DESCRIPTION]
Quantity: [QUANTITY]
Unit Price: [UNIT PRICE]However, the Peppol XML only contains the item name or description and does not include the following element:
<cac:SellersItemIdentification>
<cbc:ID>[ITEM CODE]/cbc:ID
/cac:SellersItemIdentificationPeppol BIS Billing 3.0 defines cac:SellersItemIdentification as the field for an identifier assigned by the seller to an item. The Xero Item Code therefore appears to be the appropriate source…
1 voteHi 👋 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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Payroll - Assign employee and date-time fields to invoice lines to sync hours directly to Payroll
I’d like to suggest a couple of updates that would save us significant administrative time and eliminate double-handling. Adding an employee column (allow us to name them separately from their legal name as to protect their privacy) to invoice line items so logged hours sync directly into payroll would be a game changer, allowing units to flow straight into pay runs with the correct pay items applied based on the specific day and time worked. On top of that, adding date and time columns to line items along with more flexible recurring invoice logic - such as having last fortnight’s…
1 voteHi 👋 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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Bills - Always display the 'Paid From' bank account on the View Bill screen
I want to recommend that the View Bill screen always includes Where Paid From regardless of how one gets to the screen. The "Where Paid From" information is lost if one gets to View Bill froma report. I also want to recommend a report of where Payments Originate From is cited. AT present, if one hits the wrong Pay From account, the existing reports make it hard to find the error.
1 voteHi Bruce, thanks for starting this thread and sharing your feedback. We understand the request to have the “Paid From” bank account shown directly on the View Bill screen, regardless of how you access the bill. Having this information visible at a glance could make it easier to review payments and confirm which account was used.
I’ve updated the status of this post to Gaining Support so we can continue tracking interest from the community.
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Invoicing - Ability to add multiple contacts or party details to sales invoices
Xero currently allows one primary customer/contact on an invoice, but many maintenance businesses work with multiple parties on the same job.
A common example is a rental property maintenance workflow:
Bill To: Rental agency / property management company
Property Owner: Landlord / client
Tenant: Occupant of the property
Service Address: The physical address where the work was completed
Rep / Technician: The staff member or contractor who attended the jobAt the moment, users often have to manually type these details into the invoice description or create custom workarounds, which makes invoices inconsistent and difficult to manage.
Suggested Feature:
Add…
1 voteThanks for sharing this idea, Jeanne-Mari. The ability to add multiple parties to an invoice could be useful for businesses where billing involves several stakeholders.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this were available, what details would you want to include and where?
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Invoicing - Add 'Send Email' action button alongside 'Send SMS' on invoice view screen
For a lot of businesses, sending invoice copies or reminders by email is the main way of communicating, not printing PDF or sending an SMS (not relevant sending to a business client).
Currently it's a 2 click process to get to the email screen which is time consuming when sending numerous invoices so if a Send SMS button can be added, why not an email button.
Print PDF could be moved to the 3dot options list.1 voteThanks for highlighting this improvement, Karen. We understand the request to make Send Email a more prominent option on the invoice screen. This could make it easier to send invoices without additional clicks.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. Add your vote and let us know how this could fit into your invoicing workflow.
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Change to ISO Standard document format PDF/A
Recently discovered a large company we have a significant amount of business with have automated their accounting. The documents being sent from Xero are being rejected by their system as the ISO 19005 accepted format is PDF/A.
Xero must quickly look into this and adjust accordingly, as if we have to manually change the format of all our documents, Xero has lost a significant amount of its use.
We have been out of pocket and had to spend a considerable amount of time trying to battle to get payment as they had not received nearly a months worth of invoices.
…
1 voteHi 👋 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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