20 results found
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Track services/work/jobs in progress or completed and invoice
Ability to track services that are in progress/completed for a particular customer, mark as completed, then add to a new or existing invoice.
For example:
In products and services - have standard services set up
When customer requires a particular service create a "Job" to track the hours spent performing that service - could be under a seperate tab in "Sales" section of Xero
When that service is completed ability to mark as completed
When new or existing invoice is created for that customer, an option comes up to "Add completed Jobs" (in similar to adding billable expense)
Reporting on…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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Legal Terms of Trade should be integrated into Organisation settings
Xero urgently needs native Terms of Trade support.
Right now, the only option is attaching multi-page T&Cs to invoices — this is clunky, unprofessional, and not how modern businesses operate. REF:Advanced Invoice Template (DOCX)We need:
A short-form legal clause on invoices and quotes
A clickable link to full Terms of Trade
A single, centralised setup in organisation settingsInvoices should be clean and readable, not overloaded with pages of legal text just to remain enforceable.
This is a basic business requirement, not a workaround:Improves professionalism
Reduces friction with customers
Supports legal enforceability
Aligns quotes, invoices, and onboardingXero…
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.
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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Option to automatically approve bills when entered
I would really like the option to automatically approve bills when entered, rather than having to then go into the Bills section and change from draft to approved every time
3 votesHi Diane, just to get a better understanding can you share how you are currently entering bills into Xero? E.g emailing bills to your organisation, uploading them?
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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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Preview Invoices
Is anyone else having issues with previewing an invoice?
After generating an invoice, I always preview it and then copy the customer name and then download a pdf to save on my shared drive. Now the Preview is showing all distorted and Xero will not allow me to copy. Some times when clicking on preview. it works and and some times it doesn't. Doesn't matter what browser I am Using it happens. I have even used another laptop and it is happening. Even changed the invoice template to older one and still happens. This is doing my head 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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Copy to P.O
Much like the new PO -> Copy to invoice statement
One in reverse, Invoice -> to copy to PO (for subcontracting work out)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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Add a Proof of Delivery document type in the sales/invoice section
Xero has no way to produce a Proof of Delivery. When goods are handed over, we need a document the recipient signs to confirm they received the items in good order, linked to the invoice so the audit trail holds together. There is currently no document type for this at all, so businesses fall back on manual templates, or end up ordering physical rubber stamps just to add a signature block to whatever Xero prints. That is a real thing people are doing to work around your product.
Please add Proof of Delivery as a first-class document in the sales…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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Invoicing - Annual Subscription Column (extra column added)
Looking for a way to show separate totals on quotes, itemizing "items" into separate columns. Such as one total for hardware and installation, and another for annual support or subscription costs.
Typically when we quote out jobs the subscription for annual support/subscription is billed separately. It is added to an annual bill with the rest of the subscriptions separate from the one time quote for installation of new hardware. When sending a quote over for adding more hardware, for client budgeting purposes it allows them to know total cost they need in the budget but separates the one time charge…
4 votesHi Dain, from the sounds you'd like to be able to group lines of your invoices into subtotals that make up the full total of your invoice - Would that be correct?
If so we do have an idea I'll soon merge your post in with, however being upfront this isn't something we have plans around but you'll be able to see from the thread and our update there a few options of how you might accommodate this in Xero today.
🙂
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Invoice and bills Pages
There should be a running total on the pages for their respective totals as both myob online and quickbooks have.
Quote-unbilled-overdue-invoice-paid.
The invoice page requires a much more user friendly search function also similar to the bills page.
The entire pages is overdue for an overhaul, very bland and basic, well outdone by competitors2 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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DO NOT retain expected payment date when creating a new invoice by copying the previous year's.
When copying an existing invoice, i.e. for a subscription renewal, it retains the expected payment date from last year's invoice (which was input when we received a remittance advice for that particular invoice from the customer). Retaining it in the newly copied invoice is really unhelpful because it is no longer applicable, the new invoice does not have an expected payment date from a year ago! I appreciate it is easy to remove but you have to remove it from each and every invoice from the awaiting payment tab, which is incredibly frustrating and unnecessarily time consuming when you have…
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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line items to move up & down on android app
when we make Invoice & quote in android app then there should be a option to move LIne items UP/Down like we can do on desktop.
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 attachment of .xlsm (Excel Macro-enabled Workbook) to invoices
I have to attach and include my back up when sending invoices.
Some of the back up is in .xlsm format (Excel Macro-enabled Workbook).Currently Xero won't allow attaching these: "File type isn't supported. Update it, then try again."
So I have to open and resave each document before I can attach, which is an unnecessary extra step in the process. It would be much more efficient to be able to attach the original document.
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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why cant we see when invoice have been opened
Would be good to see when the invoice has been opened with date and time. You can see when it's been viewed but none of the above. Would be handy as some customers say they haven't seen it because they are late paying when in fact they have opened it. Think every time they go to it it should be shown.
Might help if a court case or small claims would to happen!
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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When you enter an email address in the pop up window when sending an invoice or quote. It automatically saves it to the contact used.
When entering an email address in the pop up box when sending an invoice or quote. It automatically saves that address to the contact used in the invoice or quote.
(Like Xero used to do)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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transport invoice with fuel levy
transport invoice with fuel levy included in austrailia
2 votesThanks for raising this idea Paul, we will need more details of what you are actually wanting to see in Xero regarding the fuel levy. We are not able to review this Idea with out further detail. If you can give us as much information as possible that will be helpful for us.
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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.
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Allow prepayments to be posted to Accounts Payable not just the Bank lines so it can be included in a Batch Payment form Xero
Currently Prepayments can only be posted directly to the bank line and so the actual payment must be processed manually in your online banking. We use Batch Processing for our supplier payments, so being able to add it to Accounts Payable instead would make things a lot easier for this saving both time and the risk of a mis-type for bank details. I appreciate this means both sides of a transaction would be in Accounts Payable (for a short while) but it would only be until the Batch Payment process has selected the relevant invoices for payment. This would also…
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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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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