308 results found
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Email - Send copy to me to show all recipients
Problem
When sending Quotes and Invoices in Xero, users need a simple way to confirm who an email was sent to and keep a clear record of recipients within their email client.Current behaviour
If “Send me a copy” is selected, the sender receives a copy of the email, but it does not clearly include all recipients. To check who the Quote or Invoice was sent to, the user has to go back into Xero history and look up the details there.Suggested improvement
For both Quotes and Invoices, when “Send me a copy” is selected, include all original recipients…7 votesThanks for sharing your feedback on this idea and explaining how this change would help when sending Quotes and Invoices.
We can see the value in having the copy sent to the sender include the original recipients when “Send me a copy” is selected, especially where this helps with keeping accurate records and following up.
We’ve reviewed this idea and are moving it to Gaining Support so other community members can vote and add comments to share how this would improve their experience too.
We’ll continue to monitor the feedback here and share any updates if there’s progress to let you know about.
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Sales - Restore deleted invoice
I would like the ability to restore voided / deleted invoices and bills. Sometimes an item is deleted by accident but to restore it I have to copy it to a new draft and then re-attach any PDFs, which is clumsy and time consuming.
6 votesThanks again for creating separate ideas for Bills and Invoices, Jenn.
This isn't in our pipeline, but we'll get a better sense of the wider interest for this from the community here.
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Invoices - Improve visibility of long tracking category option's name
Tracking category name is long, but at the transaction it is not clearly visible same as CoA is visible completely
5 votesHi Anchal, thanks for sharing this idea. We can see how displaying the full tracking category names in invoices could improve visibility and comprehension.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular screens where this is most challenging, let us know so we can capture those details too.
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Invoice templates - Enable Branding theme on Credit note
Can you please enable the New Branding theme on Credit notes.
1 voteAppreciate your raising this feedback with us here, Nicola. This is something we have longer term intentions of rolling out to other document types, however don't have a timeframe of just yet. For the time being we'll get a sense of the wider interest and can keep everyone updated through your idea. Thanks
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Contact Search - Name suggestion if misspelled
we have hundred of customers and I sometime mis-spell their names when starting in invoice. Its would nice if an intelligent pop up would come up and say 'Mr Blougs' doesn't exist, did you mean Mr Bloggs? and links straight to it. At the moment it's just an unfriendly 'this contact doesn't exist' or something.
6 votesThanks for sharing this idea with us. We can see how having smarter contact search when creating an invoice would be helpful, especially when you’re working with a large number of customers and a small spelling mistake makes it harder to find the right contact.
We’ve reviewed your idea and moved it to Gaining Support. This means it’s now open for other customers to vote on and comment, which helps our product teams understand the level of interest and the impact this has for customers using Xero.
While we don’t have immediate plans to share for this, we’ll continue to track the feedback and support this idea receives here.
Thanks again for taking the time to share your suggestion with us 🙂.
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Combine Tasks in invoicing from Projects so they all remain 'Invoiced"
Projects Invoicing
I would like to be able to select specific tasks in a date period only and then transfer to an invoice combined so that they are all marked as "Invoiced" still in Projects.
At the moment you would have to do a Project Amount Invoice which pulls all the time and expenses into that invoice, which we dont do. We only invoice a specific time frame.
But when we delete task in the invoice to consolidate to "Services" it removes the invoiced status and some items get charged twice.
I would like the option when you select invoice…
2 votesAppreciate you raising this. Being able to combine project task lines on an invoice without changing their invoiced status could make it easier to present cleaner invoices while keeping project records accurate.
We've moved this idea to Gaining Support so we can keep gathering feedback. If possible, we'd encourage you to elaborate more on your ideas to make it clear to our community that's voting.
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Bills - Allow Bills to have Branding themes option
When billing in Xero, is there any control that can be put in place to make sure that the branding theme currency matches the invoice currency?
2 votesThanks for sharing this idea with us! ✨ As you know currently bills don't have an option to select a branding theme. We have opened this idea for votes and comments so we can start to get a gauge of the support for this from your idea, here. Feel free to share it with colleagues who'd also like to see this so they can add their support too. We'll keep a pulse on the interest this idea receives and share if there are any updates.
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Invoices - Paste multiple rows and columns from spreadsheets directly into invoice line items
Invoicing: Paste Multiple Rows and Columns into Invoice Lines
Related request, incorrectly closed as completed: https://productideas.xero.com/forums/967115-invoices-quotes/suggestions/50923184-invoicing-paste-multiple-cells-into-invoice-line
The new drag-fill function is useful and appreciated, but it is not what the original request asked for.
The requested feature is spreadsheet-style pasting of multiple rows and columns from Excel, Google Sheets or Airtable directly into Xero invoice lines.
Currently, clicking a cell immediately enters editing mode. Pasting therefore inserts everything as text inside one field instead of treating the clipboard content as separate cells.
Xero needs a way to select a starting cell without editing it, such as Ctrl+click, clicking the cell…
2 votesAppreciate you sharing this idea, Nic. The key request here is to support multi-cell clipboard pasting in the invoice line-item grid. Copying several cells from a spreadsheet could then populate multiple invoice rows and columns in one action.
This could make entering large invoices much quicker, particularly when the information has already been prepared in spreadsheet.
I’ve moved this to Gaining Support so we can continue gathering feedback. If you’d find this useful, let us know how you currently transfer spreadsheet data into invoices.
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Inventory UK - Upcoming DRS (Deposit Return Scheme)
UK - Upcoming DRS (Deposit Return Scheme)
Is there an update being worked on for the DRS that comes in from Oct 27?
There will be a 20p per can/bottle added to each item sold B2B, so ranging from £1.20 to £4.80 per case that needs to be itemised separately on the invoice and isn't subject to VAT.
An option within Products & Services so the relevant amount can be added in each individual product would be ideal so case rates can be added.
1 voteThanks for sharing your idea about accounting for Deposit Return Scheme (DRS) deposits alongside tracked inventory. We'll open your idea to votes and comments so we can get a gauge of community interest and hear how others would use this. ✨
In the meantime, you can use a separate untracked item for the DRS deposit and add it as its own line to the relevant invoices and bills. Because the deposit is entered as an untracked item, it won't affect the quantity or value of your tracked inventory. We will monitor this and any updates will be posted here.
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Invoice Templates - Allow template to be deleted without replacement for historical invoice
I want to delete a number of invoice templates in Xero as the bank accounts relating to these templates are closed and we no longer require the invoice templates. I'd like to be able to do this cleanly without having to 'delete and replace'. I simply want to delete an invoice template without having to replace it with another invoice template that is unrelated. My methodology is to clean up, remove and simplify the invoice template options.
3 votesThanks for bringing this idea to the community.
We understand the request to delete invoice templates that are no longer needed without having to replace them with another template. Having more flexibility to manage historical templates could help keep your invoice settings organised.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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Contact - Display Billing Address fields first when adding a contact on an Invoice
Can you please change the order for when you add a contact in the sales screen
- billing address should appear first they way it does in the contact card, when raising a sale it would make it a better option for as the bill address is what appears on the invoice2 votesThanks for bringing this to the community. We understand the request to make the inline contact form follow the same address field order as the main contact card, with Billing Address appearing before Postal or Delivery Address.
I’ve moved this to Gaining Support so we can continue tracking community interest. Add your vote if this would make your invoicing workflow easier.
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Invoice Template - Allow custom labelling of Company Registered Number / CRN field in standard invoice templates
Company registered number appear to be labelled differently on the new invoicing templates, depending on the country of your entity.
For example, Ireland, the company registered number field is labelled "Registration number". In the UK the company registered number field is labelled "CRN" which isn't a common or well known abbreviation.
There appears to be no option to change this in the new template engine.
We would like to control the label of the Company registered number field, not have it determined by Xero depending on where the business is registered.
This feature request is for the new template layout,…
1 voteThanks for sharing this idea. We understand the request to customise the Company Registered Number / CRN label on standard invoice templates.
Having control over the wording could make invoices clearer for customers and give businesses more flexibility over how registration details are presented.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know what label you’d prefer to use.
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Bills - Ability to add Posting Period to manage late bills
Serious limitation in Xero is TB period control. Currently the TB is created using transaction date, so late bills effect prior period instead of falling into the current account period. This is a key feature of any accounting system and a major limitation of Xero for SMEs.
To make this work it feels like a very simple change is required:
- ability to select period when entering a bill, sales invoice or journal (drop down field)
- ability to produce TB by either date (current set up) or period (field referenced above)
This seems like such a simple alteration and would open…
3 votesHi Ben, thanks for sharing this idea. We can see how having separate document and posting dates could provide more flexibility when recording late supplier bills, while helping preserve reporting for closed periods.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If you use this workflow, it'd be helpful to know whether you're mainly looking to improve month-end reporting, audit requirements, or both.
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Contact - Add Receipt Template option
Receipt Template options added to Customers Profile
To speed up sending receipts that may require different Receipt Theme Templates, reducing number of clicks etc.
By adding Receipt Theme Template option to customers profile (link we can do with Invoices) so when you click send receipt the selected Theme is already allotted to that customer.
2 votesThanks you for adding this idea Frank, its appreciated you explaining that being able to add a template for receipts as well as invoices is something you would like to see in the contact file. This idea is now open to votes and comments and you can share this with your friends and colleagues so we can get a gauge of community support. We will update the idea here if there are any changes.
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draft invoices and quotes to PDF with only draft access
Someone with draft only access to be able to save their invoices and quotes as PDF.
1 voteHi Hannah, appreciate your feedback - Can you share a bit more of your business needs here and why it would be useful to be able to give a user Draft only role with the ability to Print or download a PDF?
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Invoices with deposit - mark as sent to allow reminders to go out
The long awaited for deposit/part payment option on invoices is finally here however when you send these invoices, the system will not record them as "sent" which means reminders do not go out. Once the deposit is paid, if you resend the invoice, it still does not show as sent and no reminders go out. You have to remember to go back in to every invoice and manually tick the sent box at the top. Please can we have a system which allows reminders to be sent on invoices that were sent asking for a deposit.
2 votesThanks for highlighting this improvement, Kirsty. Having invoices with deposits automatically marked as Sent to trigger payment reminders could reduce the need for manual work.
We've updated the status to Gaining Support. Add your vote if this could help your workflow and let us know how you'd use it.
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Sales list | Xero Network bulk send - Include PDF attachments
I would like to suggest an improvement to the Xero Network bulk invoice sending functionality.
Currently, when invoices are sent individually via Xero Network from the individual invoice screen, the invoice PDF can be transferred to the receiving organisation and appears under Related Files on the resulting draft bill.
However, when multiple invoices are selected from Sales → Invoices → Awaiting Payment and sent via Xero Network, the PDF is not attached to the resulting draft bill under Related Files. Instead, the PDF is treated as an email attachment/delivery.
I understand that a similar Product Idea has already been completed…
1 voteThanks for sharing here, Dean and appreciate you defining the difference in what you're after from what's available at an individual invoice level.
We'll start to gain wider interest from others in this here. While we don't have any immediate plans for developing this capability into the send flow at the list level it's something the teams can consider ass they plan future improvements in this space.
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Prepayments - Ability to set a custom allocation date
Prepayment allocation doesn't work for us as the dates are incorrect.
We use prepayments to log client funds received. When an invoice is raised for the client, we then allocate these funds to the invoice on a certain date when the client agrees.
Prepayments in Xero behave in one of two ways: log the date the prepayment was allocated as either a) the date of the prepayment or b) the date of the invoice. Neither is correct.
I would request we have a further option to add a custom date of when the prepayment was actually allocated.
We have frequent…
1 voteAppreciate you raising this idea. We understand the request to set a custom date when allocating a prepayment to an invoice. This could make it easier to keep the allocation date aligned with when the funds are actually applied.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know how you’d like the allocation date to work.
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New Invoicing - Consolidated invoice process voiding the original invoices automatically
Consolidated invoices:
Have a proper feature that allows us to consolidate customer invoices rather than the "copy to" or "merge" as this does not tack the consolidation.
So the example us Customer A has 15 invoices you bill on 20th of each month but want to consolidate all 15 into 1 invoice to send them with all line items (not statements). Then the 15 invoices consolidated would be zero'd or closed off with a note saying the old invoice reference and where they were consolidated to into the new single invoice.Statements won't work, with the copy or merge you…
14 votesHi Keith, thanks for sharing this idea. We understand the consolidated invoice feature is an area of interest for our customers. The scenario you've described, combining multiple invoices into one with proper tracking, provides really helpful context. Your idea has now moved to Gaining Support, which means it's open for the community to show their support through votes and comments. Thanks for contributing to making Xero better ✨.
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Stop the annoying pop-ups when copying a previous invoice to draft invoice
Stop the annoying pop-ups when copying a previous invoice to draft invoice, there is no need for this as I am copying that specific invoice for that same customer and I know its been copied!!!!!
2 votesAppreciate your feedback here, team.
The pop ups are shown as a means to help highlight and confirm the actions that have been made, but we understand for some customers this may seem unnecessary.
We'll continue to get a sense of the wider interest of this idea here and I'll share if there are any updates.
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