829 results found
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New invoicing - Assign next number in sequence when number removed
We bulk upload invoices in advance with "Draft" invoice numbers as we don't know their ultimate sequence for issue. We then assign a chronological invoice number when the invoice is approved and/or saved. In "Classic" invoicing, if I delete the invoice number it automatically assigned the next number in sequence e.g. #INV-0089, however in "New" invoicing if I delete the invoice number is warns me that I need a number and reverts to the original "Draft" number" and not the next chronological number in sequence. This is a significant backward step in functionality, can you confirm this bug will be…
112 votesHi everyone, thanks to everyone that completed and fed back through our earlier survey. We appreciate you sharing needs in sequential invoice numbering and will continue to consider these needs as we evolve invoicing in Xero.
Right now, we want to be upfront that there are no direct changes planned for how invoice numbers are assigned.
We'll keep monitoring interest of this here and will update if there are any developments.
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Invoicing -Group Entities - Cross-Organisational Duplicate Bill Check
We have around 15 different entities as part of our Group, each of them has its own Xero account.
In terms of payables, is there a way for Xero not only to flag (as it already does) any payable invoice that we try to add under an entity where it already exists but, instead, flag it also as a possible duplicate if the same invoice number exists across all entities within our Group?
This would assist in ensuring that a bill is not paid twice as it might be potentially already paid from another entity that is different from the…
3 votesHi Marco, thanks for your idea and for explaining the need to prevent duplicate bills across multiple Xero organisations in your group. Right now, both Xero’s existing duplicate checks and the upcoming improvements to duplicate detection are limited to within a single organisation only. They don’t compare bills or payments across different Xero orgs, even when they’re part of the same group.
This request would require a new way of linking and analysing data across multiple entities, which is not something we’re currently planning. For that reason, this specific idea is not in our pipeline at this time, though we’ll continue to track interest here other users can still vote on this.
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Sales Invoices - Import with Paid status and Date
Sales Invoice - Bulk create Sales Invoices is possible with the import of the csv file, however, the invoices entered is not marked as paid, so we either mark them all paid on one especific date (bulk payment) or go in each one of them and enter the payment...
Going in each one is impratical, and bulk paying all, lets say, at the end of the month is ok, but not right.
We would love to create and mark the invoice as paid in one go, just like with the import precoded bank transactions...
That would help a lot, as…
17 votes -
Customer Statements - Filter by Currency
It would be beneficial to filter a customer statement by currency when dealing with customers that trade i multiple locations across the world
5 votesHi, thanks for sharing this idea.
We've reviewed it, 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 generation of customer statements.
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e-Invoicing - Auto detect which client need e-invoice in invoici (Malaysia)
To have a way to easily detect which clients need individual e-invoice in invoici, e.g., there are Tax number in Xero,
so that we can easily select those clients who need individual e-invoice and send to Inland Revenue in Malaysia.2 votesHi Ivan, 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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Sales overview - Ability to customise and shift Billable expenses above Quotes
Sales tab - Love the "Billable Expenses", Needs to be above Quotes.
Need to be able to not bill them where I have a project invoice. Just assign the customer.7 votesHi team, thanks for your feedback on this idea. Our team are currently working on a refreshed Sales overview page which will soon be rolling out to customers. As part of this work they'll be solving for the idea here with Billable expenses sitting before Quotes. 😊
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Sales Overview- allow sorting (draft) invoices by 2 fields
Currently I can sort my draft invoices by "To" which seems to then default to "Number" as a second level. I have multiple invoices for the one client each month and it would be great if I could sort by "Ref" then sort by "To" and the "Ref" would remain the second level field, instead of "Number."
3 votesHi Simone 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. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero. The best way to work around this at the moment is to search the contact name on the search field in Draft invoices and then use the sort filter for the references.
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New invoicing - Option to "approve and print packing slip"
New invoicing - please add "approve and print packing slip" as a drop-down option
14 votes -
New invoicing - Classic Invoicing to remain default invoicing
I do not like new invoicing, so I want to KEEP to original invoicing for as long as I possibly can Until End of Feb, without having to manually scroll down to the bottom of the page everytime I log in and manually select original invoicing every time.
21 votesHi everyone, while we appreciate your feedback here. With the retirement of classic invoicing in February, and to help customers get used to the new invoicing experience this default will continue to apply.
As we continue to improve the new experience this means customers may find updates that help their workflow and adopt the new experience.
The option to switch back to classic will be available and we understand this is the experience some customers may choose to use up until the retirement date.
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Sales - Search for Invoice by Description
This is NOT a duplicate of https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961124-global-search-search-items-by-description.
I am suggesting that within the Invoicing section of Xero, where a Search can be initiated, a checkbox is required that will "Include Description" - allowing customers to search for an invoice by the contents of the description field.
I understand the performance impact on the overall system of putting this feature in the "Global Search" box, hence my suggestion to make it an "Optional" search via checkbox.
Because the invoice reference field was reduced to 255 characters (https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/49018595-new-invoicing-remove-255-character-limit-for-ref), this would be the only way to be able to find…
27 votes -
New invoicing - Make manual tax adjustment to total invoice amount
Retain the This Make manual tax adjustments from the invoice subtotal in New Invoicing. This is a feature that I use as I have to import sales figures from an external program and the VAT figure is different by a small amount But I don't want to have to alter each line on the invoice.
53 votesCan see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.
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Invoice - Preview attachments from send window
When emailing invoices with attachments, it would be helpful if we could view attachments, just as a double check.
At the email stage, we can preview the email and invoice prior to sending, but not the attachment.4 votesThanks 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!
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Exclude Auto Save from History and Notes
Exclude new auto save updates from History and Notes. It made sense to save these when it was manual but now it just clutters the history so badly with every auto save creating a new entry.
13 votesThanks for sharing your feedback with us. Though not a direct solution of what’s being asked here we wanted to share that our product team has been focused on autosave improvements to help reduce lag, and help your invoices load and save faster.
As we continue to develop invoicing in Xero, our team will keep considering how autosave events are displayed in your invoice history. We'll share any future updates on reducing these events or providing more control over what you see, here. Thanks
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Repeating Customer Prepayments
The ability to set up a repeating customer prepayment. We have customers who pay on account every month. We then create an invoice at the end of a billing period (Quarterly, annually etc) and then use their prepayments against the invoice. It would be useful to automate the prepayment creation so that we can reconcile the payment made by the customer to their prepayment. Creating the multiple prepayment forms every single month for all of our clients is tedious.
4 votesHi Reuben, thanks for the detail in your idea here - It sounds like you're currently manually creating the prepayment in Xero and then manually reconciling this once it's received in your bank account?
Though not a repeat prepayment feature like you're asking however you could create the transaction right when you're reconciling - From the Create option in the Reconcile screen click Add details which will open the modal. Here you can click the drop down on the Received as and change this from Direct Payment to Prepayment.
Totally get this doesn't automate the creation of the transaction completely, however could help save a few steps each month. LMK if this helps 🙂
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New Invoicing | Files - Bulk select to include all files with online Invoice
When adding many backup files to an Invoice it would save time if there was a check box to "attached ALL files to online Invoice" rather than having to tick each file.
10 votes -
Xero Accounting App - Change colour of invoice sent banner
When using the mobile app, currently once an invoice has been completed and emailed, it says "unpaid invoice" in a blue banner at the top. It is sometimes difficult to notice the little popup which says "invoice sent" at the bottom, and this could lead to the invoice being sent again.
Changing the color of the banner at the top (i.e. to green) would be a nice visual indicator the email has already been sent.
3 votesHi Brandi, thanks for sharing this idea. We can see how a color-coded banner could make it easier to manage on the mobile app. We have moved this idea to Gaining Support, which means the Xero community can now vote and comment to show their interest. If this is something your peers would like to see as well, we'd love for you to share this with them and welcome others to join the conversation and add their support. We'll keep an eye on how this develops and share updates along the way.
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New Invoicing | Send - Copy & paste multiple emails into the To field
When sending a new invoice to a client with multiple contacts, I find the most recent invoice relevant to the current project and copy the email details from the History and Notes entry for the action Invoice Sent.
If there is more than one email address, the old invoicing used to recognise that a comma separated the email addresses. I could paste that into the 'To' box without issue.
BUT IN THE NEW INVOICING, I get an error message when pasting multiple emails into the 'To' box: "One or more email addresses are invalid."
This means that I have to…24 votes -
Sales Invoice - Options to navigate pages of the contacts list from the top of screen
It'd be useful to have the ability to paginate from the top of the Sales Invoice list screen to avoid having to scroll down the page.
3 votesWe're grateful for your idea submission and for clearly articulating the changes you need. Having completed our review, your idea is now in the hands of the community to champion and support.
Please share this widely so colleagues can cast their votes. Members can also contribute by commenting on how this idea would further enhance their use of Xero.
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Sales - Export invoice totals due
When you export invoices, it gives you multiple lines for any invoice which has more than one line. It is therefore not possible to easily total up the amounts due because some invoices are on there multiple times meaning the values are overstated.
9 votesHi Stewart, is there a way you see the export being more helpful for you. For example would you be looking for a summary of each invoice? The Receivable Summary and Detail reports maybe useful for this sort of view and can be exported.
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Email Settings - Customise style
I would like to be able to customise the styling on the invoice emails sent to customers. Changing the colour of the buttons etc.
100 votes
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