101 results found
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Xero Accounting App - Option to submit a Bill or Invoice for Approval
I would like to see full Xero usage on the Xero app. In this case, the ability to submit bills for approval instead of the current options of save and approve only.
1 voteThanks for your feedback. We know that having the option to submit a bill or invoice for approval directly from the Xero Accounting app would significantly improve your workflow. As noted in the comments, users have the option to log into the web version of Xero on their mobile devices allowing them to submit bills and invoices for approval. ⭐ This allows you to perform the approval process on your phone, though it's not as seamless as a native app experience. At this time, we have to prioritize which features we bring to the mobile app. The primary focus of the Xero Accounting app is on quick, simple tasks, like creating basic invoices and submitting expenses. Complex workflows, such as bill and invoice approvals, are better suited for the desktop version due to their complexity and the constraints of the smaller mobile screen.We will continue to review and consider this…
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Sales Credit Notes - Allow editing branding theme on paid credit notes
Currently it is possible to change the branding applied to invoices even after they are paid. It is not possible to do the same for a credit note which means that if there is a change in corporate branding that any credit notes that have been posted need to be recreated to be able to make the change. This should not be so difficult.
2 votesThank you for your engagement and letting us know that you would like to be able to edit the branding theme on paid credit notes.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoicing - view contacts last few invoices (at least 5)
Hi Xero Team,
I’d love to suggest a feature that would really improve efficiency when invoicing clients with recurring or frequent billing.
In QuickBooks, when selecting a contact on an invoice, it would show a quick reference of that client’s last 5 invoice amounts. This helped a lot with ensuring consistency in recurring invoices, especially when amounts vary slightly month-to-month.
In Xero, the “Add Last Item” toggle doesn’t quite solve this, since many clients have more than one invoice per month — so it may not reflect the most relevant or recent invoice for the context.
It would be amazing…
2 votesThanks Dusanke, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Invoice templates - Ability to edit Title for Prepayments
Invoice Settings - Branding Themes - Prepayment title
Why can't we alter what shows on a prepayment? We have several customers who mistakenly pay us twice for invoices, this is made worse when we send them the prepayments (of the double payments) which say "Tax Invoice" suggesting this is money owing to us. Why can't we change the title to "Credit Note" or similar, so that our customers know that they've overpaid without us needing to manually contact each customer.
It should be a fairly easy fix, seeing that most types of invoices, quotes, drafts, etc have the ability to…2 votesThanks, Will for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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New invoicing - Option to show/hide fields and adjust their sizing.
New invoicing - option to remove existing columns and adjust their sizing.
You had this option before the latest release, why did you remove it...
I dont want to "Due Date" on the top, nor the "reference", nor the "online payment option"4 votesHi everyone, thanks so much for submitting and supporting this idea. It’s clear from your feedback that having greater control over invoice edit layout, like showing or hiding fields or adjusting the column size, would make a difference on your workflow.
We understand how important this kind of flexibility is, and we aim to support a wide range of businesses. Right now in Xero, there are some options available. You can choose to hide or show certain columns on the invoice layout, such as tracking, discount, and amount. But we know this doesn’t cover everything, and many of you are looking for more customisation.
This idea is currently in the Gaining Support stage, which means it’s open for feedback and votes. The more we hear from you, the better we can understand the need and shape future improvements. We’ll keep an eye on the discussion and share any updates right…
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Invoicing - Ability to clear suggested email list
DISABLE EMAIL SUGGESTIONS FROM XERO
I WANT TO REMOVE THE ABILITY FOR INVOICES TO BE SENT TO INCORRECT CLIENTS BY INADVERTANTLY SELECTING ONE OF THE (MOSTLY OUTDATED) SUGGESTIONS FROM XERO.
3 votesThank you for sharing your idea, Stuart!
We’ve updated the status to Gaining Support. It’s clear that having the option to manage suggested email addresses would help streamline the invoicing process and reduce the chance of sending invoices to the wrong contact.
If this feature would improve your workflow, we encourage you to add your vote or share your thoughts in the comments. Your feedback helps inform future improvements in Xero.
Thanks for being part of the Xero Product Ideas community!
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Inventory - Checkbox to include/exclude from customer's Discount %
It would be great to apply the Customers general discount (as set on their Contact Card) to only specified product items, not all product items. e.g. I don't want the Customers discount applied to say my Freight or Labour product items, but I do want to apply it to other products items we are selling.
I would envisage a Tick Box on each Product card that we can tick, or untick, for the Customers Discount to be applied to it (by default it would be ticked to apply the Customers Discount).
9 votesAppreciate the differing makeups of our customers and the improvements you see that would help your use of Xero.
I want to be open that we don't have planned changes for adding a discount option within Inventory items themselves atm but we will continue to watch the trend in this idea and share if there is any change.
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Invoice Reminders - Ability to send over due reminders from the Sales Overview Invoices page
Posting this again as admin totally missed the whole point in their response and gas lit the idea then closed the comments off like they had done something amazing.
Replying to the admin response:
Yes. Of course I am aware you can send automatic reminders and that is great if everyone is paying through a payment system and is automatically captured. Yet for businesses like mine where 99% of people are small businesses and pay by bank transfer, one must still manually go and consolidate payments. So automatically sending out reminders is redundant if you have to manually check everything…1 voteHey Jesse 🙂 We apologise for misunderstanding the original pain points in this idea you raised. We understand how time-consuming it is to re-send each invoice individually, and we appreciate you sharing your idea again on how this feature would help you get paid faster. Our product team is currently reviewing this idea, and we'll keep you updated on its progress. We're always looking for ways to improve cash flow management in Xero and appreciate your patience.
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Invoicing - Ability to edit /add the reference from the invoice overview page
id love to be able to edit the reference field from the invoice tab. Also the ability to build edit the reference field from the same tab would be helpful. We use that field to know the category the sale is in. So some of our work is shipped, or its to a specific event.
1 voteWe're always grateful for your feedback and love hearing what features you'd like to see in Xero. We understand that being able to update the reference field directly from the invoice list page would save you time. While this isn't on our immediate roadmap, we're monitoring the demand for this feature. We'll be sure to post an update here if anything changes ⭐
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Purchase orders - Online view with option to convert to Quote
Purchase Orders - ability for the suppliers that you send the Purchase Order, to view the document online and have the option to import the Purchase Order to Quotes and Sales Invoices.
The Purchase order area of Xero feels a bit underdeveloped at the moment. However, one strong step would be to allow Purchase orders sent by Company A from their Xero account to be transferred to Company B's Xero Sales area at the click of a button (giving an option of Quote or direct to sales invoice).
This is already set up on the Sale side, where Company A…
2 votesHi there, we appreciate your suggestion. It's a thoughtful idea that touches on a key part of the procurement process. We understand that the current method of emailing PDFs and relying on suppliers to recreate the information on their side requires some manual work.
An online view of purchase orders, along with the ability for suppliers to convert those into a quote or invoice in Xero, would help make this a much smoother experience for everyone involved.
At the moment in Xero, purchase orders can be converted into bills, which you can then send to suppliers, and quotes can be converted into invoices to be sent to customers. However, there isn’t a way for suppliers to view a purchase order online and import it into their organisation as a Quote.
This idea is currently in the Gaining Support phase, so we’re keeping a close eye on feedback and interest from…
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Invoice templates - Prevent past invoices from updating when a template is amended
Amendments to Invoice Templates.
If you make amendment to an Invoice, the amendment should only be applied from the date & time of the amendment & should Not apply the amendment to all your previous Invoices on your records already sent!
Note, currently the only way around this is to create a new template with the amendment.1 voteThanks Ian, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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eInvoicing - Ability to use for non VAT registered businesses
Massive oversight by Xero.
E-Invoicing only available to VAT registered companies as you have to enter a VAT number. What about all the non-registered companies?
Why can't you select that you aren't VAT registered and be able to benefit by E-Invoicing?11 votesHi everyone, we appreciate interest from non-VAT registered businesses that'd like to make use of the efficiencies eInvoicing brings.
As the UK do not have a standard business number, this creates complexity in being able to identify and register non-VAT registered businesses on the Peppol network.
While this is an idea that we'd like to continue to gain interest from our community in, we want to be upfront we don't have any plans to support eInvoicing for non-VAT registered businesses in the near term.
We're actively advocating for this with the UK Government as part of their recent e-Invoicing consultation.
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New Invoicing - Autosave in edit mode
New Invoicing Autosave function - Does not work in Edit Mode
When you create a new invoice the autosave function is there.
However, if you approve an invoice and then try to edit it, then the autosave is not there and you must manually click update.
Can you please make this feature more consistent. Either everything is autosave or not autosave. Having some aspects will create confusion and lost data6 votesHi all, we appreciate the interest and hearing how you find autosave a useful feature when invoicing. At this stage, we don’t have any plans to roll out autosave to the editing of an invoice once it’s been approved.
We’ve made some recent improvements to autosave within the draft state of an invoice that we wanted to share with you - Our product team has optimised how invoices autosave to help reduce the lag, meaning invoices load and save faster. Thanks again for your feedback.
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Invoicing - Issue warning when unit price is Nil
It would be great to have the ability that Xero gives you a warning when an item line in Invoicing has a $0.00 in the unit price before been approved.
We have had clients that missed completing the price and then the Invoices are sent out.
It would be handy if they got a reminder that this is $0.
Thank you2 votesHey, just a quick update on this. We don't have any immediate plans for this, but 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 votes and comments about how this would help them, too.
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Invoice - Display entry count in 'History and notes' section title
Transaction "History and notes": show in the title how many notes exist. This will avoid having to click the drop down arrow head to check every time. e.g. "History and notes (3 entries)".
3 votesHi Peter, we get why being able to see the number of entries in the History and notes section at a glance would be helpful, especially when you're quickly checking for activity on an invoice.
It might seem like a small change, but we can see how it would save time and make things just that bit easier when you're managing lots of transactions.
This idea is now in the Gaining Support stage, which means we’re keeping an eye on how much interest it gets. Feel free to add your vote or share how this would help you, the more context we have, the better. We’ll keep this thread updated with any news.
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Invoicing - Pin the Contact for entering multiple invoices for the same customer
When entering a number of invoices for the same customer or vendor it would be great not having to reenter the name for each entry. Recommend the ability to "pin" a name for multiple entries under the same name.
2 votesHi Kari
Thanks for sharing this idea about pinning the Contact when you enter multiple transactions for the same customer.
Now it's up to the community to get behind and support this. You might like to share your idea with any colleagues that this could benefit so they can add their votes and comments to support your ideas!
NB. We need to keep ideas for the different areas of Xero separate. If you'd also like to see this feature when adding supplier bills, we'd need you to raise a separate Product Idea for it, so the community can also vote for that to support it.
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Invoicing | Contact - Default address based on GPS
Hi,
My business often delivers the same or similar services to repeat customers. It would be useful if Xero could default the contact address based on GPS Location, and then even propose default invoice items and pricing to make the invoicing process easier. This reduces the risk of invoicing mistakes and adds efficiency into the process for invoice creation. Also helps with contact payment process improvement.2 votesHey Nathan, thanks for sharing this idea. Using GPS to automatically fill in a contact’s address would save you time and make invoicing on the go much smoother.
It’s a smart way to reduce manual entry and help keep addresses accurate.
This feature is now in Gaining Support. If you think it’d be useful, please add your vote or comment. Hearing from all of you helps our product team understand what matters most.
Keep an eye on this thread for any updates.
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Invoices - Prevent sales invoice lines being posted to Overhead or Direct Costs nominal account codes
A number of users mistakenly post lines on their sales invoices to expense nominal codes, for example when recharging their mileage to a customer they credit this to Motor Vehicle Expenses instead of using their correct Sales account code.
Most other accounts/bookkeeping packages prevent this by default by only allowing sales invoices to be posted to sales nominal codes. Xero however allows sales to go to virtually any nominal account of the user's choosing, leading to this error cropping up quite often.
Could we have a way to restrict sales invoices only being posted to sales nominal account codes?
2 votesHi Nick, thanks for sharing your idea on preventing sales invoice lines from being posted to Overhead or Direct Cost codes. We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your suggestion, and it's now ready to gain support from other community members.
Along with votes, others can now comment to share additional detail about how restricting sales invoices to specific nominal codes could improve their experience and help prevent errors in Xero.
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Invoicing - Adjust 28 days conflict for 30 day suppliers in February
In February this year, all suplier invoices that were supposed to be marked 30 days, got moved to due in March and not end Feb due to the 28 days, This needs to be changed as an exception as there will never be 30 days in Feb.
2 votesThanks for sharing your idea and letting us know what changes you want to see!
We've reviewed it, and now it's in the hands of the community for support. Be sure to share your idea with any colleagues who would also benefit—their votes and comments can help build momentum and add more detail on how this change could improve their experience with Xero.
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Invoice Template - Allow Multiple Payment Services
It would be great to be able to show two payment services on the invoice template. Currently you can only select one option from the drop down. We offer POLi payments and credit card payments via Stripe but cannot currently display both options using the invoice template. We have to manually select both options on each invoice & this is quite time consuming when issuing a large number of invoices.
1 voteThanks for sharing, Julie - It's good to hear you're aware of the ability to provide this on an invoice by invoice basis. It's not something we have plans for extending to Invoice templates/branding for the time being, but we'll track the interest from your idea here and share if any plans are made. 🙂
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