20 results found
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New invoice templates do not hide foreign currency conversions
Ability in new invoice templates to hide foreign currency conversions like you could do with the prevoius templates.
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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Having Ability to place a customer on hold, once invoice is overdue not just based on account limit
Ability to place a customer on hold, once invoice is overdue not just based on account limit
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.
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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Quotes List -
Quotes List - Show Job description in the list of quotes. I have multiple quotes per customer, and it is hard to search for a specific job.
3 votesHi Brendan, just to check when you say 'job' are you using Xero Projects or Tracking to record this atm? Will help when sharing back with the team.
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surname shown first on sales invoice
Can we have the ability to automatically have each sales invoice shown as surname first, followed by their first name. Instead of the manual task of having to go into their contact details and changing this manually. In our business (as I am sure many other businesses also do) we reference our customers by surname for their jobs.
1 voteThanks for sharing here, Julie. Just to confirm when you're referring to the contact first and last names - is this the primary person name saved against the contact?
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different email address
More & more customers/suppliers are wanting their invoices sent to one email & statements sent to another & suppliers want purchase Orders to one & remits to another. An option to have multiple emails and tick box on what is sent where would be very helpful
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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Search - Auto default cursor
Instead of a search button, the search field should be displayed by default and the cursor should default to that field. That way we can just type our search terms without first clicking on a button or a field.
2 votesThanks for sharing, Douglas. I see you've posted int he Invoicing forum and I just wanted to check if you're referring tot he Global search (in the blue banner) or the search bar within invoice lists?
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Web Content Accessibility Guidelines to be implemented correctly
The Web Content Accessibility Guidelines 2.2 Level AA need to be correctly implemented into all areas of Xero, including payroll, invoices and quoting, purchases, accounting and all other areas. Auditing of the solution needs to be done using professional auditors with lived experience. many areas of Xero do not meet the guidelines.
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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Receipts from Payments
Sending invoices from WFM and receipting the payments in Xero - the standard receipt template in Xero needs an option to show just the billing address name without the contact name appearing as well. At the moment the standard receipt template in Xero can’t be changed, it would be good to be able to have an option to hide the contact name while keeping the billing address name visible, especially when the billing name is different from the contact name. The only way to change what appears on receipts is by using a custom DOCX template but this won’t work…
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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Xero Billing Clients and counting towards partner program
Allow an option to have the client pay for their Xero subscription directly while maintaining the client as part of our rewards system.
Currently we have to collect sales tax for many clients in many areas of WA state. for billing them for Xero, and we have to keep up with changes in billing. We should have the option of the client paying the invoice directly and not lose our cut as a partner.
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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Hiding Lines on an Invoice or Having a Stock item that is made up of other Stock Items
We use the inventory capability with Product and Services Items for sales and purchases.
When we sell an time, it can be made up of 3 other Products, it would be handy if we can set up a Product that links to the 3 Products that make it up. This then would keep stock levels resonabily correct.
Or could we bring the 3 Products through onto the invoice at a sell rate of $0.00 to reduce stock, and could these line items then be hidden?
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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Tabbing in Manual Journal
The new manual journal has added more tabbing which takes more time and has started hurting my hand. We went from a whatever it was to 7 tabs to get to the same spot in each line. It is nice to have an option to copy the line to the next line and select with a space. That seems to have added one tab. I could take it or leave it as a tab. I don't need that as often. But do we really need to tab to the trash column. Are we going to use that enough to need…
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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Sales Register
Export Sales Invoice register with separate line for sales tax
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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PAYMENT PLANS FOR CLIENTS
PAYMENT PLANS
It's surprising to me that Xero doesn't offer this. We already have invoice reminders, surely it's possible to have customisable payment plans with reminders to clients?
Example; I invoice Don and Cindy for $3500.00. They have to pay a deposit of 30% to secure services, leaving $2450.00 owing. Their event/job is 18 months away, and I want to divide their remaining invoice into 5 equal chunks = $490.00 paid every 3 months, or whatever period is suitable.
The invoices can use the already existing reminder system, but it needs to be expanded and have specific amounts tied to…
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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Xero bundles Hubdoc with its product, and Hubdoc is an excellent way of managing supplier invoices. Send a PDF attachment to the Hubdoc emai
Xero bundles Hubdoc with its product, and Hubdoc is an excellent way of managing supplier invoices. Send a PDF attachment to the Hubdoc email address and it can be processed, reconciled, and retained as a proper PDF record.
So why is Xero, of all the services I use, one of the few that does not seem to give me the option to receive its own invoices as PDF attachments?
Instead, I have to click a link, open the invoice, download the PDF manually, and then send it on to the very document-processing system that Xero itself provides.
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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hen I create invoices, Xero uses the first name field of the primary person in the contact record as the name after “Dear”. I create my con
When I create invoices, Xero uses the first name field of the primary person in the contact record as the name after “Dear”. I create my contacts by importing them from another system via CSV, but there does not appear to be any way to populate that field automatically on import. That means I have to manually edit the contact in Xero every time I create a new one.
As a developer, I cannot begin to explain how irritating that is when you are doing it for the 200th time.
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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Reporting - P&L to allow "Compare With" periods by single tracking category
Currently the moment I select a tracking category to isolate, I am not able to compare to previous periods or add date columns to P&L reports. Am I missing something? This is critical for reporting - thanks :)
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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Title shows on the Invoice Screen
It would be helpful to have a the title line show on the Invoice list as it does on the quotes screen. This is helpful for when you are trying to find an old invoice without having to click through each individual one.
Same would also be helpful on the bills page as it would make it much faster to find the correct bill especially when you have numerous ones from the same supplier like my company does.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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Deposit and balance email template missing
Have the option to edit the deposit and balance email template globally in Email Settings
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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Sales Invoices - Sales Overview Screen
Please add a column that shows the Sales Representative name.
2 votesHi Jadé, when you say sales representative can I just check how is this information currently being entered in Xero? For example have you set up a tracking category to track the sales representative, or would you be wanting this information from the user that created the invoice? Will be helpful when sharing your feedback with the team.
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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)
3 votesHi Harpal, thanks for sharing this idea!
To make sure we’re heading in the right direction, we’d love a bit more information on your specific workflow.
Could you please confirm if you are looking for:
- The ability to add project time to invoices using Xero Projects?
- Or, are you asking for an integration with the AU version of Xero Payroll, so you can more easily link employee timesheet hours from Payroll directly to your invoices?
Knowing which tool you're currently using (or would like to use) for this process will help our team better understand the request. Thanks!
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