856 results found
-
XPM Timesheet - time to show actual local time not general Time zone
XPM Timesheet time to show actual local time. Currently it shows Sydney but I'm not located there
2 votesThanks for sharing your idea here Daniel and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero. Cheers
-
Statement - Customer statement including quotes
A new customer statement report, or tick box to include quotes
18 votes -
Create a Credit Note from Projects
Whilst purchase credit notes can be assigned to Projects, a Sales Credit Note can't be raised from Projects in the same way that a Sales Invoice can from Tasks and Expenses. Anegative invoice can't be created - the error message "The invoice total cannot be less than zero." appears.
Therefore, Sales Credit notes don't automatically link to Project costs and get marked as "invoiced".
This direct linking needs to be added.
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 🙂
-
Invoices - routing back to the invoices page after sending a remittance
When processing a number of customer remittance advices, it would be very useful to have a button to get you straight back to sales invoices awaiting payments list. Currently, when finalising a deposit, the system takes to the bank account that you have selected for the deposit. You then have to go back to Sales>Invoices>Awaiting Payment which the system does lag in loading.
4 votesHi Mike 🌟 Thanks for sharing this idea. We appreciate you explaining how streamlined navigation could help when processing multiple customer remittance advices. Your idea has moved to Gaining Support, meaning the community team have reviewed it and it's open for votes and comments. This is a great opportunity for others experiencing similar workflow challenges to add their votes and perspectives. We encourage you to share this idea with your network to help build momentum!!
-
Remove Achieved Product Codes from Repeating Templates
I have seen there is already a thread for this in Repeating Bills, but we recently streamlined our product codes and archived the old ones.
However, Xero is still showing all the achieved codes when you create or update a repeating! This does not happen with raising normal invoices. I can see this causing errors in the future and am surprised at the oversight by Xero.
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 🙂
-
halopsa
We use, and our customers see the HaloPSA Invoice number ($invoiceid), however Xero displays its own invoice number, with no place to cross reference the HaloPSA invoice number. We would like the HaloPSA invoice number somewhere in Xero so that we can easily cross reference it
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 🙂
-
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)
2 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!
-
New invoicing - Ability to move Create new item modal
The pop up boxes, creating a new item for example, should be able to be moved so that the underlying page can be seen. This is standard on most of the software that I use so it should be so on Xero.
8 votesHi Alan
Thanks for sharing this idea about being able to move popups, to see what's underneath them.
Now it's up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their votes and comments too!
-
Repeating Invoices - Ability to add billable items
It would be really useful to have the option to add one-time billable items to a repeating invoice and set them to be included on the next invoice automatically. For businesses that charge a fixed monthly retainer but occasionally add extra services, this would save time and reduce the risk of forgetting additional charges. The item could sit in a pending list against the customer and then be pulled through automatically alongside the standard repeating invoice when it is next raised.
1 voteThanks so much for taking the time to share this idea with us. We’ve moved this idea into the “Gaining support” stage so that others can find it more easily, add their comments, and vote if they’d find it useful too. While we can’t promise if or when it will be picked up, the level of support and real‑world examples from customers like you play an important part in how we prioritise future improvements.
Thanks again for helping us shape what we work on next.
-
Invoicing - E-Invoicing for South Africa
e-Invoicing is not (yet) available for South Africa.
Could you please make this available in South Africa?
1 voteThanks for sharing your idea for e-invoicing for South African organisations.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Invoicing - Remove credit card logos from invoice PDF
For businesses that only leverage ACH bank transfers as a form of payment, allow users the ability to remove all credit card logos from the invoice. It's not currently possible to remove the Visa and Mastercard logos from your invoices, when using Stripe as a payment service.
12 votes -
Invoicing | Add Payment - Align bank account order across UI
When using the "Add Payment" button on an Invoice, I am regularly confused because the Banks are not in the same sort order I've assigned on the Dashboard / Bank Accounts Page.
This sort order is already applied to the "New Spend Money" page. So really it would be ideal if it matched platform-wide
This is complicated for me since Stripe requires a new account for each platform.
Hopefully the attached screenshot makes the request / issue clearer.
2 votesHi Sandy thanks for raising this with us. This is a great idea , to unify the account order across the platform. We'll move this idea so it gains more support from the community. In the meantime please feel free to share this with your peers who might also benefit from this change. We will monitor this space for more traction.
-
Inventory - I create a quote or invoice from item list
To Be able to use the products and services multi select buttons to create a quote or invoice.
Example.
Go into products and services
Select all products needed via the tick boxes.
Click the 3 dots in the top right of screen.
Have option to add all selected items to quote or to invoice.
Continue normal quote/invoice process from there.This will then speed up the process if companies (like ours) that have similar product codes but in different sizes that are bought together or that go out with other products.
2 votesHi Josh, thanks for sharing this idea here, we can see how this would be helpful. We are moving this idea to gain more support from the community and leaving it open to gain more votes and comments. Please share this with your friends and colleagues who would benefit from this being featured in Xero!
-
eInvoicing - Support for Italian business through SDI
For an Italian company. In order to send invoices to Italian clients, legally they MUST be sent through the Sistema di Interscambio (SDI), a government portal. Which helps prevent fraud and reduces tax evasion and increases visibility.
The e-invoicing is a specific format and Xero currently doesn't support.2 votesAppreciate you raising this request with us in Xero Product Ideas, Stuart. We'll start to get a wider interest from the community in this here. Please feel free to share this idea with other colleagues that would like to see that so we can get a better understanding of the demand.
-
Dashboard - Posting Payments/Receipts direct from the Dashboard
When posting a payment /receipt against an "already entered" Bill or Invoice, it would be good to be able to do this from the Dashboard. This link could be added to the "+" on the Dashboard and could take you to a search facility to search for the Bill or Invoice. This would also save time having to search under Bills to Pay and Invoices awaiting payment.
Yes, payments and receipts are automatically matched in the Bank Rec, but it would be good to be able to post the payments/receipts without having to wait for them to appear in the…6 votesWe're grateful for your engagement and letting us know how adding a payment/receipt directly from the dashboard menu would be beneficial for you.
Our Community have reviewed your idea and moved it to the 'Gaining Support' status. Along with votes, other community members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Email - Send copy to me to show all recipients
Problem
When sending Quotes and Invoices in Xero, users need a simple way to confirm who an email was sent to and keep a clear record of recipients within their email client.Current behaviour
If “Send me a copy” is selected, the sender receives a copy of the email, but it does not clearly include all recipients. To check who the Quote or Invoice was sent to, the user has to go back into Xero history and look up the details there.Suggested improvement
For both Quotes and Invoices, when “Send me a copy” is selected, include all original recipients…1 voteThanks for sharing your feedback on this idea and explaining how this change would help when sending Quotes and Invoices.
We can see the value in having the copy sent to the sender include the original recipients when “Send me a copy” is selected, especially where this helps with keeping accurate records and following up.
We’ve reviewed this idea and are moving it to Gaining Support so other community members can vote and add comments to share how this would improve their experience too.
We’ll continue to monitor the feedback here and share any updates if there’s progress to let you know about.
-
Multi-currency Invoice - Do not update exchange rate on invoice after due date has been changed
Currently, when you raise an invoice in a foreign currency it will take the exchange rate as of that hour. If you later change the due date of the invoice, the exchange rate used to convert will change from the hour you raised the invoice, to the closing exchange rate on that day. This causes an issue for reporting where we have reported a revenue figure for a previous month. The invoice on a due date has been changed and therefore the revenue recognised in a previous month has changed. This makes our reports incorrect and could cause issues if…
2 votesHi James! Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! Cheers
-
Sales Lists - Show Total Invoice Amount
To have the option to view full invoice amounts instead of changing on the summary screens after credit notes or any payment has been deducted, as makes it very difficult to check statements when it doesn't reflect the full amount.
4 votesThanks for sharing this idea. We appreciate you explaining how viewing full invoice amounts on sales list summary screens could help with reconciliation.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
In the meantime, if you are looking at a specific contact then you may like to view the invoices via the contacts screen for that contact as here you can add a column for the total invoice amount.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Users with the 'Only create drafts' permission to be given access to print
The software shouldn't be restricting printing of a draft invoice at any stage of the process nor user settings.
Printing of draft invoice (even not finalized) is needed for documentation and accountability purposes!
Drafts only user cannot do this at the moment.Every company and with any software I have worked so far, printing is allowed and expected to be done, as a proof of work done, back up of what was submitted etc.
In our company we have more than one person workng on the same draft invoice.
How can I can prove that I have done my job…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 🙂
-
Feature Request: Quarterly, Six‑Monthly & Yearly Repeat Templates
Dear Xero Product Team,
I would like to request the addition of new repeat template options for invoices and bills—specifically quarterly, six‑monthly, and yearly frequencies. These options would serve as helpful reminders for generating invoices or bills based on each company’s specific requirements.
This enhancement would be especially beneficial for businesses and agencies involved in residential property management and lettings, as well as suppliers who rely on Xero for regular billing cycles.Thank you for considering this request.
Waqar Ahmad1 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 🙂
- Don't see your idea?