899 results found
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New invoicing doesn't contain previous useful features
New invoicing version makes me tick 'Include files as attachments' for every invoice I send off, whereas the old invoicing remembered my defaults. I prefer the old way where my preferences were saved.
New invoicing also cannot preview attachments, it always has to open a new tab to view an attachment. Old invoicing I could preview an attachment on a pop up within the same browser tab. I prefer just viewing the attachment quick within the same screen, I personally don't like having another tab that needs closing.
Invoicing notes are inaccurate. For example; the system keeps marking invoiced as…
7 votesThanks for sharing your thoughts and feedback on how you'd like to see new invoicing developed. All your feedback here is being shared with the team as they continue to iterate and develop this new experience.
That said, in order for us to get a better understanding of interest for the different points raised here it's best for us to track and update any progress on these each separately. We appear to have ideas for each of the points mentioned in the thread here and I've linked these below so you can join and follow any updates for each.
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Remittance Advice - Show sales invoices allocated to bills as a Contra
Be able to send a remittance to a supplier when sales invoices have allocated as part of the payment
3 votes -
Invoicing - Full invoice preview
When the invoice has been approved and need to be emailed, the side by side view is great but I would like to see the invoice amount ex VAT, not the total of the invoice and it would be good to see all the body of the invoice as well, not just saying there are more items, you cant even click on it to see
2 votes -
Sent check box checked by default after approving an invoice
It would be nice to have an option in the invoices settings to have approved invoices automatically marked as sent.
This would be mainly for users that send their invoices with another program, so the invoices they enter in Xero are always sent.1 vote -
API - Connector for Microsoft Power Automate
It would be great if there was a connector for the Microsoft Power Automate platform so that Xero could be more easily integrated with other services.
17 votes -
Repeating Invoices - Copy option
Repeating Invoices - ability to copy existing repeating invoice.
Reasons:
- Temporary Discount rewards (Scenario 1 below)
- Previously agreed future price changes
- Similar fee package for another client on a recurring basisScenario 1
- Client signs an ongoing recurring contract Monthly Fee = $1,000 (for illustration purposes):
- Client sends us a referral, so we discount their fee 10% for the next 4 months (update current recurring amount to $900)
- After 4 months client's fee will return to the previously agreed amount (create brand new recurring invoice, keying all the same information in, but removing the…14 votes -
New Invoicing - Invoice Reference Field; Allow Formatting
Please change the Type of the Invoice Reference field on New Invoicing to Allow for extended text formatting capabilities. Make it the same data type as the Summary Field on Quotes or the Description Field on Invoice Line items. So that the invoice reference field allows and saves Carriage Returns and Tab characters.
3 votes -
Xero Accounting app | Outstanding invoices view from Dashboard - Due date visibility
The new mobile functionality for Outstanding Invoices adds more steps to being able to see when an invoice is due.
In the past, it was a one button press into Outstanding Invoices and it was easy to see the dates for when all invoices were due.
With the new system, now when you press into Outstanding Invoices, you cannot quickly see the due dates, and it's cumbersome to have to dig into each client by pressing View all invoices, only to then be able to see the due date.
I believe the previous system was far more effective for a…
3 votesThanks for your feedback on the change in the mobile app, Mike. I've passed this onto the team however do want to be upfront that there's no immediate plans around this atm.
Instead, the 'Sales' tab invoice list screen might help what you're trying to view. This will show all the invoices and due dates in the same screen.
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Sales - Add customer purchase order and issue invoice from it
Sales - how to add customer purchase order received in Xero and issue invoice from that purchase order. This way it will be easier to track PO received from customer vis a vis the invoices issued.
24 votes -
New invoicing | History - Change the display to show all detail together
Please see attached doc re keeping some of old xero features in new xero
1 voteThanks for your feedback as well as sharing screenshots to show the differences and what would help you when using new invoicing.
Taking a look across these, the first around using a draft invoice as a template with only text in the description - this is currently possible, but may depend on how you are entering the information in your invoices. I'd recommend having a read of my update on this idea and joining if you'd like to receive updates.
We appreciate different users have different preferences to how they consume information and we'll track the interest in the layout of detail in History through your idea here. I've slightly changed the title of your idea, here. However just reflecting on your examples - all the information for the approved action as shown in your 'old xero' image, is the same detail as shown in the second note of your…
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Invoices - Enable deduction of withholding tax
A type of tax code should be possible in which the tax is subtracted from, rather than added to, the invoiced amount for that line item.
Rationale: Many countries require that a foreign supplier's invoice be subject to withheld tax if the supplier doesn't have a satisfactory tax treaty entitlement.
Example:
We use a reverse-invoice process for our Australian supplier to record payments due to them based on our activity. This activity often attracts a royalty fee that we must pay.
The UK requires us to withhold 5% of this royalty fee, and pay this over HMRC quarterly.
To create…
36 votes -
New invoicing - Separate edit and copy options
The relocation of ‘edit’ on the drop down feature of options within invoicing.
Reason being, it is far too close to ‘copy’ and on a couple of occasions whilst invoicing I have selected ’edit’ rather than ‘copy’ which has caused some cash flow issues and time explaining to clients where the issue has arisen.
By simply separating them on the drop down would eliminate the accidental selection. Once selecting ‘edit’ or ‘copy’ the only difference is once changes invoice number and the other doesn’t.
2 votes -
Invoicing - Edit branding without unlocking period
Be able to change the branding theme without editing the invoice or unlocking the date
4 votes -
Credit Note for Repeating Invoices
I recently commented about the new invoicing not showing credit notes available, what I didn't realise that this was only for Repeating Invoices, not standard generated invoices which do infact show the credit available.
Some of our regular clients like to prepay so there are often credits to use. Upon approving a repeating invoice, the classic used to say there was a credit available on that contact, click here to use it. There is no such feature on the new repeating invoicing to indicate there is a credit available you have to go and manually check. As well as not…
2 votesHi Claire, I've tried replicating your scenario here using both a newly created and an existing repeating template.
In both cases when I open an invoice that has been generated from the template and credit is available I can see an option on the invoice to Apply credit (as shown in my image)
Could you please raise a case on this with our Xero support team on Xero Central. They have tools to be able to look into this deeper and confirm what's going on and why credit is not appearing for application in your invoices.
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Xero to Xero - Import Name/ABN and contact with invoice
XERO To XERO - IMPORT NAME/ABN AND CONTACT ACROSS WITH INVOICE
It would be helpful when a supplier who is also on Xero - sends us an invoice that their business contact details are also imported with the invoice. It would make it easier than going back and entering the Contact name , address and ABN numbers.2 votes -
Invoices - Add placeholders to invoices
It would be great if you could use placeholders in item and in the general text of an invoice. I know this feature is available in recurring invoices but would be great if we could add to all invoices.
11 votes -
Xero Accounting app - Support US Auto Sales Tax
Including the AUTO lookup feature for sales tax in the Mobile App would make the product usability much better in states such as Colorado. To create invoices at "pop-up" events in various tax jurisdictions is crucial so you don't have to remember to continuously load new rates for complex destination /home-room rule situations. The "usability" of the app would be increased rather than being tethered to a computer to manage.
6 votes -
Repeat invoicing - Automatic attachment placeholders
Automated File attachments for repeating invoices.
Is it possible to add a feature where attachment placeholders can be saved with a repeating invoice.? So that attachments can be bulk uploaded at some future time and they are included in the draft invoice using file name matching. "[contactname][year][month].csv" for example. Even better if this could done with all the attachments extracted from a single uploaded monthly zip file. The zip file could also perhaps contain a txt file with a simple filename to invoice matching array for a more flexible approach. I know that adding attachments is easy via…
1 vote -
Invoicing - Duplicate draft invoice warning
Draft sales invoice. I would be helpful that when entering a sales invoice for a customer if Xero could advise/warn you that there is already a "Draft" invoice in the system.
I add to draft invoices each week, and sometimes a draft that is already in existence gets missed.15 votes -
Invoicing - Option to highlight selected invoice lines
It would be great to see an option of being able to highlight in red or yellow a particular line on your sales invoice for the client to specifically take note of, because at the moment when I add a note for clients to see I write it in capitals but it still gets ignored. Whereas if it was highlighted they may take more notice of it.
4 votes
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