43 results found
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Invoice PDF Naming Convention
Invoice File Naming convention - please consider putting an identifier in the naming format for PDF invoice files so I can see who they are from. Every Xero invoice from every one of our multiple suppliers simply has the invoice number - but no indication of who issued it. So, I have to open each one and the rename it. I'm sure the existing format works for Xero to Xero - but it is frustrating when we have other processes in between - or need to review it later.
12 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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Raising a Quote which can then be converted to a Project once quote is accepted.
The quoting process is more user friendly than the project function, if you could raise the quote from the 'Quote' page with all the details needed and then open a project from that, with all the detail, to begin the project stage, while projects are brilliant it is long winded if need to add a lot of detail, to then quote, then invoice.
If the project process could begin at the quote level, there would only be 1 level to dismiss should the quote be declined. Quotes are always the bottom level.
4 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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Invoicing Template ability to remove web links
We’re happy with the new edit template invoicing experience, but would like full control over what appears on PDF invoices, specifically the ability to remove the “View Online” button.
Many invoices are printed or saved for offline use, where web links don’t make sense and can look unprofessional. For some businesses and customers, digital links on formal invoice documents are unnecessary or confusing.
Suggested solution:
Add a simple setting or template option to enable/disable the “View Online” button on PDF invoices, so businesses can choose what works best for them.Since it is our business, we need to have more…
3 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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sub categories
Ability to have sub category line items so can for instance quote for a kitchen and it does a subtotal for that then quote a bathroom and it has a seperate sub total incl or excl GST then a final full total
3 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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Text Fomatting Options - Quotations & Invoices
I believe the presentation of quoting and invoicing could be greatly improved by adding formatting. Simple features like Text Size, Bold and Underline will considerably improve the appearance and readability of quotations.
I also believe this will help to increase conversions on quotations.
Please work on this!
3 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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Search bar - Instant Search Focus for Faster Pasting / Typing
For years, Xero’s search bar worked in a way that allowed power users to click the search icon and immediately start typing or pasting. The input would automatically receive keyboard focus, so workflows that rely on quick data entry were seamless and efficient.
How it used to work:
Click the search icon (or press the search keyboard shortcut).
The search input was immediately focused.
Users could paste or type text instantly with no delay.
How it works now:
Clicking the search icon no longer guarantees immediate keyboard focus.
If you paste or type text too quickly after clicking, the paste…
3 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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Email address field size too narrow sending multiple invoices
When emailing a batch of invoices every month I need to click in every email field in turn to scroll along to view second & sometimes third email addresses for that client. Can the email field be widened please. It is so narrow sometimes just one email address can't be seen in full.
3 votesHi Brian, rounding back on my last update I wanted to confirm if your idea here relates to the invoice send window that is shown from the list view of invoices, or within a single invoice.
This will be useful when sharing back with our product teams. Thanks
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gmail integration
QuickBooks already has this, support for Gmail integration for sending invoices through your own Gmail account, not from generic Xero email address.
Would be more personal, professional and functional, as well as supporting record of sent emails (invoices etc) in Gmail sent items. Some services also do not accept emails of invoices unless from a recognised email address, so xero address is rejected.
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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schedule invoice dates for emailing.
Would love to create an invoice at the time of a booking and schedule the day i would like it to be emailed.
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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Ability to return directly to 'draft' invoice page after sending an invoice
Each day, I prepare multiple draft invoices then one-by-one click into them from the draft invoice page and approve and email them individually. Once an invoice is confirmed as sent, I want to return directly to the 'draft' invoice page, but the only option is to click the 'invoices' link and go back to the generic invoice page, before then having to click onto the draft invoice tab again.
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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calendar week start
user/location defined calendar layout: the option of setting Monday as first day of the week as an option would benefit a lot of people.
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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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.
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Invoice reminders on due date
Prior to the latest update of Xero, users could select 'due in 0 days', which would enable reminder invoices to be sent on the due date.
Now there is only the ability to send an invoice reminder just before or just after the due date.
Please reinstate the option to automate invoice reminders on due date, not just before or after.
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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invoice reference default set to account number
I would like to be able to check an option that automatically adds the accout number to the reference field on invoices. This would save a lot of time.
I'm sure there would be options that people would like ot autofill this field so make ot part of the settings2 votesHi 👋 thanks for engaging in the product idea forums. To check, when you say you'd like the Invoice reference to autofill from the account number - would this be the Contact Account Number from their contact record?
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while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN numbe
while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN number is being displayed. Additionally, we would like to include page numbers for easier reference by our customers.
2 votesHi 👋 , just to get a better sense of what you'e asking here. It sounds the Quotes you create may be quite large and span multiple pages - Are you asking for the ability to enter a custom header that would appear across each page of your quote?
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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.
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.
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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"
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.
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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.
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.
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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…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.
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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…
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.
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