50 results found
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pre‑populated payment
Why are the subscription invoices we receive from Xero now being issued with a $0 balance? We are having to manually edit or delete the pre‑populated payment line in order to reconcile the actual payment against the invoice. The pre‑paid negative line is unnecessary and creates avoidable double handling.
The same issue is occurring with client invoices where credits or overpayments exist. Xero has started adding a pre‑paid negative line to these invoices when they are sent. This process is impractical and will create further problems, as clients will not apply overpayments themselves. This results in additional corrective work for…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.
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send as private
When sending invoices to mark the email sensitivity to private or confidential.
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.
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Invoicing - A button for new invoice
When creating a number of invoices the new invoice link is hard to find. Instead of a text link have a button for new invoice in the header on the invoicing page
1 voteHi Mark, trying to better understand your idea here. From the Invoice lists there is a button above the list for 'New invoice' and from the Sales Overview there is a 'Create' button which you can click to drop down and select the type of Sales document you'd like to create. Is there something a bit different you're imagining for this?
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toggle
Ability to turn off / toggle the warning for
"The invoice was raised after the payment you are reconciling to"
Alot of my invoices are dated after the payment date for whatever reason. It would be create to have a choice whether to receive this warning or not.
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.
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Invoicing - Quickly access full Contact Card from the draft Invoice
In New Invoicing, the Contact field shows a summary popup of the selected Contact. Some details can be quickly edited (name, email, address, phone).
However, there is no link to quickly navigate to the full Contact Card stored in Xero.
It would be helpful to be able to jump directly from the Invoice to the full Contact stored in Xero - eg if more details edits need to be made to the Contact, or to view the Contact's full details. If a link is provided this should open in a new tab to avoid losing the Invoice context.
Currently the…
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.
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Enter expected date for multiple invoices at once
When a remittance is received from a customer that includes payment for multiple invoices, it would be helpful to be able to enter this information in one go.
IE. Add the expected date and a comment (eg. Remittance received) for several invoices at once.
At present, it is necessary to manually add this information to each invoice which takes more time and adds unnecessary steps.
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.
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On the top of the invoice or bill screen, display the total value of the invoice or bill rather than having to scroll to the bottom
On the top of the invoice screen, on the far right, display the total $ value of the invoice rather than having to scroll to the bottom of the page to view this amount. A minor improvement but a time saver all the same. In the attachment, note that there is no $ amount displayed.
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.
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Carryforward Balance
In terms of actual functionality improvements, an option to have balance carryforward for customers with recurring invoicing is critical. Is this on the developers list? I have seen plenty of feedback that this is a basic feature that Xero has been silent on.
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.
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Increase Storage Capacity to upload PDF and spreadsheet for invoicing
Increase upload file storage capacity to attach PDF and Excel Spreadsheet together with the 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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Filter Purchases, Awaiting Payment by contact groups
We have assigned our supplier contacts into "how they are paid" groups which allows Aged Payables reporting by payment type, it would be so useful to be able to filter by group in the purchases - awaiting payment screen, and also be able to add the column "group" into the screen. This would make filtering by EFT suppliers, and exclude suppliers invoices that are paid by Direct Debit or Credit Cards etc.
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.
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