12 results found
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Automatic Card Type Detection and Dynamic Surcharge Application
Subject: Feature Request – Automatic Card Type Detection and Dynamic Surcharge Application
I am writing to request a feature enhancement for Xero’s integrated payment services that would allow businesses to automatically detect the type of card a customer uses (e.g., domestic, international, credit, debit) and dynamically apply the appropriate surcharge.
Why this feature is important:
Card processing fees vary significantly depending on the card type and origin. Automatically passing the correct surcharge to the customer ensures transparency and helps businesses recover costs fairly.
Manual calculation or flat surcharges can result in either under-recovering costs or overcharging customers, which is not…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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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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Ability to disable going to an invoice when you click on a line
When on pretty much any view, sometimes you just need to copy an invoice number (or a few).
Now, when you click on a line, it goes to the invoice.
Please give an option to disable the click to go to invoice/credit/bill, and allow us to click on a line to highlight/copy as right now it gets annoying - you have to click, but then press escape quickly enough, or, download as a CSV which just takes too long.
Thanks
1 voteHi William, thanks for your feedback. To help me look into this a bit deeper for you could you please share where you are when clicking on the invoice number and being taken to the invoice - for example is this within a specific report or from the Account transactions of a bank account?
This has likely been set up as a quick link but I can look to confirm if you can share a little more detail. Thanks
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separate email for statements
Invoice email address
Statement email address
This would streamline workflows and reduce manual intervention.
Could you reach out to Xero to see if this is on their roadmap?
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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Quickly get invoice links from invoice list (instead of going into every individual invoice) to share in separate CRM so team can easily fol
Quickly get invoice links from invoice list (instead of going into every individual invoice) to share in separate CRM so team can easily follow up outstanding invoices.
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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Create another sale invoice after approved or saved previous one
Ability to create another sale invoice after approved or saved previous one. At moment have to go back to sales menu to do this
Would save a lot of time if the option to click - 'create another sales invoice' like it shows credit note, recurring invoice
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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Paypal - Sync multiple accounts to a single organisation
If not already in the pipeline, please make it possible to Sync multiple PayPal accounts! We have three businesses under our ABN/umbrella - and would really like to be able to sync ALL paypal accounts, not just the one.
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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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.
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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Hubspot integrated invoice - line item negative unit price
An invoice line item can have a negative unit price in Xero but this cannot be done in the the Xero published Hubspot connector app when creating integrated invoices. See the screenshot for the validation error when trying to set a negative unit price on a line item.
NB the validation error makes no sense either because the negative unit price entered IS less than the product total.
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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auto code imported invoices for payment
Similar to bank rules, when coding an invoice for approval/payment create rules from a particular supplier so that multiple lines can be auto coded - ie Our Power supplier invoice is split into 3 account codes by % each time (33% bar cost, 40% general, 27% restaurant). Could this be set up similar to bank rules?
1 voteHi Barry, just to get a better understanding can you share a bit more information how you'd typically create invoices in Xero? I note you've mentioned importing in the title of your idea - do you use the CSV template for this?
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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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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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