15 results found
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New Invoice TAmplate
New update on invoices is good overall but i have a few issues:
There should be an option to reduce the font size on the due date and amount due line or an option to turn it off completely, there should also be an option to move the due date down to the bottom of the page if you wish where it was before, it is too big and bold where it is now.
There is no need for the amount due to be written on the invoice twice once is enough to tell the customer. There is no option…
8 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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New standard invoice templates not legal to use in the UK
The new branded invoice layouts do not include registered company address or what country the company is registered in as required by UK law.
I know I could add them in additional business details but it would really confuse my customers having 2 full size addresses at the top of the invoice.
I did log case CX0018679522 and was told I would have to create personalised Docx layouts!
Why have you introduced the new formats when every UK user will have to create Docx formats for all document formats?
This is especially hard for me as I have to do…
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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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.
5 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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Email template - Placeholder for project name
It would be helpful to be able to include the name of the associated Xero project as a placeholder in the email template when sending an invoice.
I typically include my job number and the customer's job number (which is different from their order number that goes in the Reference field) in the project name, and would like to include both of these in the email template. Currently I have to manually input every time I send an invoice email.
A workaround for this could be to have a placeholder for the description in the first row of the invoice.…
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 modify the label of the Company registered number/CRN field
Company registered number appear to be labelled differently on the new invoicing templates, depending on the country of your entity.
For example, Ireland, the company registered number field is labelled "Registration number". In the UK the company registered number field is labelled "CRN" which isn't a common or well known abbreviation.
There appears to be no option to change this in the new template engine.
We would like to control the label of the Company registered number field, not have it determined by Xero depending on where the business is registered.
This feature request is for the new template layout,…
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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Ability to determine how an address lines are displayed on invoices
Business addresses appear to be formatted differently on the new invoicing templates, depending on the country of your entity.
For example, in the UK address fields are shown on separate lines. In Ireland, address fields are combined in two lines. There appears to be no option to change this in Template > Your Business address.
We would like to control the address layout, not have it determined by Xero depending on where the business is registered.
This feature request is for the new template layout, that we otherwise love. Using DOCX isn't a suitable workaround.
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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aging items
to be able to have aging on the invoice indicating current to 120 days due
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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Receipt Template themes added to Profile
Receipt Template options added to Customers Profile
To speed up sending receipts that may require different Receipt Theme Templates, reducing number of clicks etc.
By adding Receipt Theme Template option to customers profile (link we can do with Invoices) so when you click send receipt the selected Theme is already allotted to that customer.
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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Display Name versus Legal Name when Emailing Invoices
Currently when emailing an invoice the Legal Name is included in the invoice email. Please change that to be the Display Name - the point of the display name is that is the name our customers see versus the legal name. I am unable to email invoices because of this. Urgent and important.
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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Restore the ability to enter unit prices excluding GST while displaying totals including GST on customer invoices.
Restore the ability to enter unit prices excluding GST while displaying totals including GST on customer invoices.
The new invoice templates currently display tax-exclusive line amounts only, even when the invoice was entered as tax-inclusive. This is a known product limitation. Therefore the upgrade was actually a downgrade.
The work-arounds are not easily achieved.
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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Import Xero Blue invoice details back to Xero Green financial tab
Can invoice details from Xero Blue be visible in Xero Green please. Draft invoicing is done by staff in Xero Green (XPM) and once approved at the Director level, is moved to Xero Blue for final invoice creation and sending to the client. There are some recurring invoices/company secretarial invoices that are done directly in Xero Blue so we can see in Xero Green that an invoice has been done, so it's definitely linked somehow, but we can't see any detail of the invoice, which is unhelpful when staff are trying to keep up with invoicing and ensure that we're…
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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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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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)
4 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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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.
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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 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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