65 results found
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Modernize Advanced Templates: Full Support for Modern Word (.docx), Embedded Fonts & High-Res Branding
The Vision: Every business deserves to send invoices and quotes that look as professional as the services they provide. Currently, Xero’s "Advanced Template" engine is built on 20-year-old legacy standards that "obliterate" modern branding, fonts, and high-resolution graphics.
We are asking Xero to modernize the template parser to support the industry-standard OpenXML (.docx) used by modern versions of Microsoft Word (Office 2016/365).
Why this matters to your business:
Brand Fidelity: Stop your high-res logos from turning into blurry, low-res bitmaps.
Modern Typography: Use modern fonts (like Google Fonts/Montserrat) through proper font-embedding support.
Layout Stability: Fix the "broken" tables and distorted…
41 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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allow seperate emails for quotes and invoices
Would love to be able to set a different email address for sending Quotes (info@) and Invoices (accounts@) so that queries are responded to more efficiently instead of having to forward the email query between different departments each time.
21 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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Option to remove VAT from standard invoice template
Recommendation to enable users to remove the VAT lines from a standard invoice template.
It's not possible to edit or remove the Total VAT line on standard invoice templates in Xero. The VAT total line is a fixed element that appears on invoices when using the standard templates. Non-VAT registered businesses therefore have to use an advanced invoice template (DOCX) which for less IT-literate, is quite complicated to set up.
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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Invoicing- packing slip that is customisable and available from draft invoice, not just from awaiting payment
Currently, the option to print a packing slip only becomes available once an invoice has been approved and marked as awaiting payment.
It would be really helpful if packing slips could also be printed before invoice approval. In our internal process, we only approve invoices once an order is ready for dispatch, but the factory team often needs the packing slip earlier so they can begin preparing the order.
If we approve the order early just to generate the packing slip, it can create confusion internally, as the warehouse team may assume the order is further along in the process…
6 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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Receive an email notification when invoices are paid via stripe.
We require payment of cash sales before goods are sent to customer's, we need to know when payments have been made in real time in order to get the goods to our customers in a timely manner.
I reconcile payments to the bank account everyday so I can see when invoices are paid via internet banking. When it comes to invoices paid via stripe however, there is no reconciliation until the money comes into the bank account, so I don't know that these invoices have been paid until well afterwards.This means customers are not receiving their goods when they…
5 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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Navigate/scroll forward or back with a button between invoices in invoice number order
It would be great to have a button to go forward or back to navigate/scroll through invoices in invoice number order.
Sometimes i need to quickly check details in invoices already sent. But i have to navigate back to the invoice page or search the invoice number.
Having a forward and back button would be very helpful.6 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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Customize Text Formatting
Enable common text formatting e.g add bullet points, make items bold, italic or underlined. Editing the text size and fonts might be handy for some folks too.
9 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.
2 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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We would appreciate the option to add a FAF (Fuel Adjustment Factor) in the form of a percentage of the total invoice
We would love the option to add a variable FAF(Fuel Adjustment Factor) in the form of an added percentage of the total invoice, to the invoices we send to pur customers. Currently we have to work this out and enter it into each invoice manually which is very time consuming. If you could add a component to your invoicing that included an optional FAF which could work out the percentage for you that would be amazing. Considering nearly every transport and logistics company we know has now added a FAF to their charging due to the recent volitility in fuel…
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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Suggestion: Additional Date Field for Bills (Invoice date vs Posting date)
Suggestion: Additional Date Field for Bills (Invoice date vs Posting date)
I recently started using Xero and I have been really enjoying the simplicity and usability of the platform so far.
I wanted to share a suggestion regarding the "Date" field when entering bills. Currently, there appears to be only one date field, which can be interpreted either as the invoice date or the posting (accounting) date depending on internal company practice.
From an accounting and reporting perspective, it would be very helpful to have two separate fields (Invoice and posting Date). Benefits are:
1. Enable more accurate AP accruals…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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All us to turn off autosave
Please allow us to turn off autosave. I know this has been "improved" but it is still taking up way too much time to raise an invoice. Autosave can be dangerous too because inadvertent changes get saved and we have no way of stopping that! The new invoicing, in general is less stable than the classic and autosave exacerbates the issues!
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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Allowing users with restricted access to edit any invoice, even after it has been submitted, emailed and paid, is a huge risk to security. I
Allowing users with restricted access to edit any invoice, even after it has been submitted, emailed and paid, is a huge risk to security. It would be much safer to create a new invoice and credit the old one, at least this leaves a legitimate trail of evidence. I find it hard to believe that any other companies find this secure enough... Can you please escalate this matter and attempt to have this loophole repaired? I really think that I am not the only client who is concerned about this issue.
This is a very big issue for the security…
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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Cash flow forecast using Quotes vs Purchase Orders
Since Cash flow forecasting is relying on Invoices and Bills input, this is not so helpful in real life scenario especially for Project based businesses. Invoices and Bills are always late. Since they're late, they don't appear in your cash flow forecast. What I'm trying to do is to input all expected Sales and Bills in a project via Quotes for expected Sales and Purchase Orders for expected Bills. This way my forecasting will account for Sales and Bills that are expected but didn't happen yet. Can you please create that Quote and PO forecasting please?
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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Sales Invoice - Allow sales tax codes against expense account selection
We have a customer that is billed for direct expenses incurred for travel to their site.
We code the sale to offset the expense, but the tax code doesn't use the default as set against the customer (zero rated income), instead, because we have selected an expense account, it uses the expense account tax rate (zero rated expense, or 20% VAT on expense).
Left as it is, it is in the wrong box on the VAT return (our external accountants have picked this up recently).
The only way to correct this at the moment is by using 'find and recode'…
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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Multiple Monthly Invoices from Xero to me for each of my 30 entities
I receive Multiple, around 30, monthly invoices from Xero to me for each of my 30 entities.
They all come to my same email address.
They are all for my separate different entities.
I then have to open each email, click on each separate link, and download each separate pdf file of each separate invoice from Xero to each of my entities.
The common thread in these emails is that they all come to my same email address, at a staggered time over minutes / hours on the same day reach month.
If they could be sent to me in…
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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Allow users to disable the new Bills split-screen layout and hide Xero bill payment promotion
I have been a Xero customer for over 10 years and have referred dozens of businesses to the platform during that time. The primary reason we originally switched to Xero was its simplicity and clean interface. Unfortunately, the recent changes to the Bills section have completely undermined that simplicity.
The new split-screen layout with the bill list on the left side of the screen is unnecessary and extremely distracting. When I open a bill, I need to focus on that bill only. There is no logical reason to display a list of other bills while I am working inside a…
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 - New field for Repeating Fees
With so many forecasting app using Xero Invoices & Quotes, we would like to see Quotes get an upgrade. Specifically add fields to show the billing frequency for that line.
This would allow us to build our dymanic quotes in Xero, showing one time fees and monthly recurring ones. Hopefully this could also then auto-create the correct invoice types when accepted. So One-time lines are grouped into one regular invoice and all monthly lines are grouped onto a monthly repeating template.
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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Add send by SMS option to the mobile app and move the send by SMS option to the top of the page on desktop
Allow the send invoice by SMS option to be available in the mobile app. Moving the option of sending an invoice by SMS to the top of the page instead of at the bottom would be much better too. Most businesses will have templates set up, so this is why it would be easier to have the option at the top of the page.
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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xero invoices in xero as draft
Please make all XERO subscription/billing invocies in XERO as darft under the supplier XERO. It is silly that they are we emailed to the billing a holder and not automatically available within Xero itself.
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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adjust spacing top invoice template
Move the entire template up so the "Bill To", Logo and "Company Info are on the same rows.
There is too much wasted space up top and could be used for more line itemsOr
Add an option to crunch the line items with none, single or double line spacing between each item listed.
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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