149 results found
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New invoicing - Emailing Invoice where invoice date in locked period
Do NOT display an error message and update the history and notes.
Sending Receipt to Client52 votesHi team, we appreciate all the feedback we received on this from our community.
Our team have made a few updates for when an invoice is sent and you should be able to send an invoice dated in a locked period, which will show as an entry in the history of the invoice. Thanks for all your engagement in this through Product ideas.
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e-invoicing - LHDN Malaysia
Starting from July 2024 Malaysia government implement e-invoicing. It would be grateful if Xero could integrate with LHDN. It will save lots of hustle and time to upload the invoices into the portal. Hope this can be done before the implementation begins.
82 votesHI everyone, apologies for the delayed update on the idea here. From 1 January 2025, if you earn between 25 million and 100 million RM, you need to comply with eInvoicing in Malaysia. This is the mandate set by IRBM.
As shared recently we have detailed help on Xero Central, and to summarise;
You'll need to register in Xero with invoici first, then you can send your eInvoice to IRBM from Xero.
Monthly you'll need to upload a consolidated eInvoice to the IRBM. This is a report on your income and self-billed activities and transactions via the IRBM portal.
IRBM has issued a relaxation of requirements for taxpayers in phases 2 and 3. During phases 2 and 3, you’re not required to send or receive eInvoices. But you can send and receive eInvoices from Malaysian businesses in Xero.
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New Invoicing - Date picker without using "Pick another date"
Can the New Invoicing Template have a the original way to change the date instead of opening the date dropdown to then have to open the "Pick another Date" option if it's not today or yesterday.. If it was today it would already have that day selected, so why is it an option? just added extra steps to select the correct date..
101 votesHi team, the improvements to the date selector are now live to everyone! Thank you again, for all your feedback.
Along with this change, we also recently released an update to date entry shortcuts so you can now enter the same shortcuts that you had with classic invoicing such as +0 or 't' for today's date.
With copy and paste you'll find you can copy and paste dates however these will currently need to contain a '/' or '-' between the day-month-year to appear correctly.
We appreciate there are other options when selecting dates that our customers would like to see and there are other ideas that you may also like to vote and join for updates.
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New Invoicing - Separate Email button, instead of a 2-click selection
The email invoice button on the new invoice template has moved from a main button to now being in a sub menu in the three dots, adding a click to the work flow.
But Print PDF is still a button on the main invoice template.
In an era where email is preferred over a printed PDF in the post, it would be nice to retain both EMAIL and PRINT as main buttons on the new invoice system. Seems extra work when you are sending a whole load every day for bigger companies.89 votesNot a separate button in itself, however we’ve released some new shortcuts that’ll save you all the clicks here!
Thanks for all sharing your flows and the efficiency you found in being able to easily select to email your invoices. Listening to our customers feedback we know improvements to reduce the amount of clicks for actions in new invoicing is important.
We’ve just delivered a range of keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry.
Now you can easily bring up the send modal within a Draft, Awaiting Payment or Paid invoice by typing Alt-Shift-M (or Opt-Shift-M on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of…
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New invoicing - View full account name
New Invoicing: Auto adjust the account column width (or wrap text) so that the full account name can be seen when creating an invoice in New Invoicing. Currently users have to click on the account within each line to see the full account name. In Classic invoicing the account box automatically adjusts so that the full account name can be seen.
62 votesOur new line item grid is now available! Thanks for sharing and supporting this idea for being able to see the full detail of your Account.
With this release, all fields within the grid will wrap so if the contents spill over more than 1 line you can still read the full account within the field. Along with this, our product team have optimised padding, font size and column width to improve visibility and reduce the need to scroll when viewing your invoices.
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New invoicing - show account column after saving
I've noticed in the new invoicing that the account column disappears when it is saved. While I don't want the account column shown on the actual invoice, I use this saved version in Xero to check that the correct account has been selected. I will not switch to new invoicing until this option is available as it would be extra time to edit the invoice to see which account was selected. Classic invoicing is a much better experience in my opinion.
69 votesThanks for staying tuned with us through the idea, here. As you may have seen when recently invoicing, we've released a new line item grid when the invoice is saved, and in view mode.
Along with other enhancements this encompasses moving details into their own columns including the Account column. We appreciate your feedback and sharing on how this change could improve the experience for you.
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Invoicing | Billable expense include Item Code and details
Please keep the current feature of adding item codes to billable expenses so that the preset charge out rate and account pulls through. In the new system adding an item code wipes out the billable expense.
26 votesHi community, thanks for sharing back with us on the flow through of information for Billable expenses.
Our product team have implemented a change, and you should now find that when you add a billable expense related to an inventory item, and select to add the items to your invoice the item code will be shown.
If you're finding this is not the case for you it would be best for our Xero Support specialists to take a closer look at things with you 1-1 - you can touch base with them through Xero Central.
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New invoicing | Billable Expense - Reorder Columns & Horizontal Scroll
In the new invoicing version, when selecting the billable expenses, I can't see the date and the supplier in one view. In order to see the date, I need to scroll to the bottom of the pop-up screen, then scroll across to the right, then try to scroll up to find the line item. I then can't see the supplier to know if that is the correct line to add. Sometimes there are 30+ billable expenses for the one client and I can't see the dates to know if I'm selecting the correct ones.
Have the date as the first…
17 votesThanks again for your feedback and sharing pain-points about adding billable expenses within an invoice. As you may have recently noticed we've released a few changes to this window to improve your experience.
We've re-ordered columns, added pagination and adjusted some of the column widths to make it much simpler to find, select and add billable expenses to an invoice.
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Pre-Defined NET Payment Terms for Invoice Due Date
Most businesses use certain payment terms, like NET 30, NET 45, NET 60, NET 90 days. When invoicing businesses with different payment terms, there should be a faster way to calculate the due date, rather than asking Google "45 days from today" or "60 days from today" and entering that as the due date.
It would be great to create pre-defined NET payment terms as part of the Due Date dropdown in Invoices. That way it would instantly adjust the due date based on the payment term selected for that invoice.
Yes, there is a way to set a default…
6 votesHi team, while the pre-defined list of dates aren't selectable options, you can use the date entry shortcuts to quickly calculate the due date based on the Invoice date. For example to select 30 days from the invoice date you'd simple enter +30 or +30d in the due date field.
We have all the shortcuts listed in this Xero Central article
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New Invoicing - Allow to type the Bank Account in 'Add Payment' screen
KEYBOARD ACCESS IN ALL FIELDS IS CRITICAL
Xero users know how a keyboard works and I'm sure many find its use preferential to having to continuously move a hand to the mouse to engage dropdown menus. This needs to be available in all areas of Xero.3 votesHi team, from the payments window when you're on the Account field if you press 'Enter' on your keyboard this will open the field. From here you can type to search and select the bank you'd like.
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New invoicing - Ability to enter +0 for due date
New Invoicing - Due Date: entering +0 currently records the due date as 7 days from invoice date. This feature is useful when due date is same as invoice date. All other numbers work (eg +5, +6, +7 etc) but +0 does not. Please fix this.
23 votesHi everyone, we appreciate your patience while we worked on developing shortcuts into new invoicing.
We have now released an update and you'll find you can use the same shortcuts you used to in classic such as +0 or 't'. Thanks for all your feedback on this here.
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New Invoicing - Ability to remove tracking using keyboard
We use two tracking category's depending on which country the transaction relates to, the category options are the projects in that country, if a tracking option has been added to the wrong category on an invoice and you need to remove it you can't leave the category blank, on the old invoices and other areas of Xero you have (none) under the category options which you can choose if it is to be blank but this option is not there on the new invoicing
4 votesHey everyone, thanks again for suggesting this. Good news – the new line item grid is live for everyone now.
With this update, getting rid of tracking is way easier. You can just hit backspace and tab through the fields, or we've also popped in a 'No tracking' option in the dropdown. We appreciate your feedback through product ideas – it really helps!
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New Invoicing - one click tracking fill from contact default
On classic invoicing, when you click the account category space or the tracking category it would fill in from the contact default, or account default or some default. But on new invoicing it only fills in if you tab.
12 votesThanks everyone, I’m pleased to share that this change is now fully rolled out.
You'll be able to easily update repeated details across multiple rows of your invoice by dragging the contents of a field up or down a column, or by using keyboard navigation.
This feature is available on invoices, quotes, purchase orders, sales credit notes, and when editing bills in quick view. 😊
Just click the blue dot in the bottom-right corner of a cell and drag up or down the column. If you like to use the keyboard, hold Shift on a cell and use the up or down arrows to select cells, then press Enter.
We appreciate your feedback with us here in Xero Product Ideas.
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New invoicing - View full list of inventory items
It is most annoying and time consuming to only be able to access half of the inventory items when raising an invoice. Instead one has to look up every item in the second half of the inventory, line by line before you can add it to an invoice. This is a step into the dark ages.
23 votesHi everyone, I'm pleased to share that the new line item grid is now available to all orgs.
We know being able to see more of your inventory items is important and with the new grid we've expanded the number of items that you can see from 50 to 100.
For majority of orgs this means you'll now be able to view your full list of inventory. We understand there are some orgs that have many more items, but want to be honest that we don't intend to increase this amount further. Thank you for all contributions and support you've shared with us, here.
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Brand Templates - Interactive
Ability to create invoice templates interactively via Xero rather than through a word (.Docx) file.
This would allow ease when creating invoice templates for myself as well as clients
4 votesThanks for the feedback we've received here, community. As you may have come across we have now rolled out a new standard branding with our invoice template editor.
As requested here this experience is much more interactive, and allows you to visually see changes and how these will appear to your customers on invoices you send them.
While this is only available for invoices atm, we intend to develop this experience for all documents that can be sent from your organisation. 😊
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Invoicing - Show Delivery Address on invoices by default
Enable the option for invoices to by default display both billing and delivery addresses.
42 votesHi everyone, thanks again for sharing how important it is to show delivery details on your invoices.
We’re pleased to share that this is now available! ✨Delivery addresses are automatically shown in the Ship to section when one is saved for the contact, without needing to select the option on every invoice.
Simply, save a delivery address against your customer’s contact record, then create an invoice.
We appreciate all your input and helping us develop Xero for your use.
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New Invoicing - Quick find Address
Having "quick find" on the billing address when entering a new contact through an invoice.
50 votesHi community, we appreciate your ongoing engagement with us through the idea here. We've now released updates to the ‘Contact’ field within new invoicing - With the changes we’ve made, you can now look up and quickly find a contact delivery or billing address as you’ve been requesting. Other improvements we’ve made include; being able to enter more address lines, and an Attention to for each address on the fly.
Thank you for sharing with us through product ideas, here.
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New invoicing - Reduce size of text
URGENT!!!! The new invoicing is quiet frustrating. It doesn't remember past settings when emailing the invoices. So now I need to remember EVERYTIME I send an invoice to click 'send me a copy', which I know I'm going to forget especially if I'm in a rush.
ANNOYING!!!! There's an added step now to attach a pdf. I now need to click add files then drag the pdf, instead of simply dragging it and clicking to send with invoice or not.
It would be good if the Save & Close button had and 'Email for Approval'. I email invoices (unapproved). Once…
12 votesHi team, recently we have released a new line item grid in invoicing and you will find there are a few updates the team have made to improve visibility. We've optimised the padding, text size and columns width to make this more compact so you can see more detail without the need to scroll.
We value your contributions and thank you for sharing with us through this idea.
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Invoice - Set due date to 28 days
Please can you include an option on the invoices for payment due date -28 days. We have an option for 7 and 14 days but the majority of our invoices are 28 days from invoice date.
1 voteThis is possible from within the Invoice Settings page, Emily 😊 From here there is an option to set Invoice due date based on days after the invoice date, where you can enter a number anywhere between 0 - 99.
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Invoicing - Sending Invoices by SMS
ADD SMS OPTION TO SEND INVOICE VIA SMS. LOT OF PEOPLE SEND VIA IPHONE OR IPAD ECT
58 votesHi everyone, thanks for continuing to check in with us here.
Sending invoices via SMS is now available in Australia, New Zealand, the UK and the US.
Being open we don't have plans at this point for expanding this functionality to other regions.
Looking at the location of many users that have voted for this feature we'll shift this idea to Completed, however you are welcome to create a new idea if you'd like to see this feature in another region outside what's available.
Taking on board feedback from comments here I also wanted to surface a few other ideas we have for SMS;
- Send statements via SMS
- Sending Invoice reminders via SMS
- Quotes - Send quotes via SMS
- Invoices - Customisable SMS templates
- Contacts - Send invoices and statements through WhatsApp
Please do add your votes where appropriate so we can gauge the demand for each of these functionalities…
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