206 results found
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Invoices - Make invoice links available from invoice list
Quickly get invoice links from invoice list (instead of going into every individual invoice) to share in separate CRM so team can easily follow up outstanding invoices.
3 votesHi, thanks for sharing this idea about having invoice links available from the Sales overview/Invoices lists.
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues that this could benefit, so they can add their votes anbd comments too!
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Contacts | Email Address - Notify if a contact does not have an email address
We had a NEW customer that was added with no email address. This meant than when the invoice reminder email was meant to be sent the email didn't go. The system should alert you this field is empty as a lot of Xero communication is done through email.
The only way I noticed this was in the Sales > Invoices > Awaiting Payment list there was a small 'Email missing' message.
Would be better if this was in red letters to draw attention as there is currently no manual way to re-send the email that didn't go. (I have made…
1 voteHi Flo, thanks for sharing your idea, and letting us know the changes that matter most for you.
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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Dashboard - Posting Payments/Receipts direct from the Dashboard
When posting a payment /receipt against an "already entered" Bill or Invoice, it would be good to be able to do this from the Dashboard. This link could be added to the "+" on the Dashboard and could take you to a search facility to search for the Bill or Invoice. This would also save time having to search under Bills to Pay and Invoices awaiting payment.
Yes, payments and receipts are automatically matched in the Bank Rec, but it would be good to be able to post the payments/receipts without having to wait for them to appear in the…7 votesWe're grateful for your engagement and letting us know how adding a payment/receipt directly from the dashboard menu would be beneficial for you.
Our Community have reviewed your idea and moved it to the 'Gaining Support' status. Along with votes, other community members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoicing - Add ‘Clear All Quantities’ Option when copying
When copying an invoice, users can now edit the copied version, and all information from the original invoice automatically carries over. To make this process more efficient, it would be helpful to add a “Clear All” button for the quantity column. This would allow users to reset all quantities at once instead of having to manually change each line item to zero before entering new quantities.
1 voteThanks for reaching out with this suggestion 🙂 I can see how being able to copy an invoice or bill to a draft and then clear all quantities in one go could make this workflow much quicker and easier.
At this stage, we don’t have a confirmed timeline or feature announcement to share for that specific functionality. What I can confirm is that this has now been moved to gaining support.
While it isn’t a confirmation that the feature will be developed, it does help show there is customer demand for it.
For now, quantities would still need to be adjusted manually after copying, but we do appreciate you taking the time to raise this
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Sales Invoices | Awaiting Payment List - Show contact Email in the column
We import our data for invoicing and only the customer name/contact is in the file. When emailing out the invoices after import, we use the "Awaiting Payment" screen but unable to see if there any new customers so we have to review the "Statements" tab beforehand. This will save time and effiencies within our company.
Perhaps, the screen columns we are all wanting could be added but with a X box so columns could be hidden if not needed, therefore collating a few thoughts at once ?
1 voteHi Pam, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. We'll monitor this space in the meantime. Cheers!
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Invoicing - Approve, Email and View Next
When invoicing, it would be useful to have an “Approve, Email, and View Next” button. This feature would streamline the process of reviewing and sending multiple invoices, especially when handling large batches.
4 votesThank you for submitting your suggestion and highlighting the changes that are important to you. We have reviewed your idea, and it is now open for community support.
To help gain traction, we encourage you to share this with any colleagues who might benefit so they can cast their votes. Additionally, other members can now leave comments to explain how this feature would improve their Xero experience.
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Invoicing – Enable full keyboard entry (date + account number) without mouse clicks
The current “Add Payment” workflow in invoices is inefficient for keyboard users. While manual entry of payment dates has been improved, the account selection still forces users to use the mouse, which breaks the flow.
We need a smoother, full keyboard-navigable process when adding a payment to an invoice:
1.Enter date manually (already possible )
2.Press Tab to move to the Account field
3.Type the account number directly
4. Press Tab or Enter to confirm selection without needing to click the search bar or manually select the account with a mouse
Right now, even after typing the account number into…10 votesHey team, we've reviewed your idea and found another identical idea so we have merged the ideas together for ease, 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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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E-Invoicing - PEPPOL Compliance Hungary
We need E-Invoicing - PEPPOL Compliance for Hungary
1 voteThanks for sharing this idea. We appreciate you highlighting the need for PEPPOL compliance in Hungary.
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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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XPM Timesheet - time to show actual local time not general Time zone
XPM Timesheet time to show actual local time. Currently it shows Sydney but I'm not located there
2 votesThanks for sharing your idea here Daniel and letting us know the changes that matter most for you.
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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero. Cheers
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Projects - Create a Sales Credit Note from Projects
Whilst purchase credit notes can be assigned to Projects, a Sales Credit Note can't be raised from Projects in the same way that a Sales Invoice can from Tasks and Expenses. Anegative invoice can't be created - the error message "The invoice total cannot be less than zero." appears.
Therefore, Sales Credit notes don't automatically link to Project costs and get marked as "invoiced".
This direct linking needs to be added.
1 voteHi Kevin, thanks for sharing your idea, and letting us know the changes that matter most for you. While you cannot create credit notes directly from the projects module, you can still create them from the Sales menu. However, 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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoices - routing back to the invoices page after sending a remittance
When processing a number of customer remittance advices, it would be very useful to have a button to get you straight back to sales invoices awaiting payments list. Currently, when finalising a deposit, the system takes to the bank account that you have selected for the deposit. You then have to go back to Sales>Invoices>Awaiting Payment which the system does lag in loading.
4 votesHi Mike 🌟 Thanks for sharing this idea. We appreciate you explaining how streamlined navigation could help when processing multiple customer remittance advices. Your idea has moved to Gaining Support, meaning the community team have reviewed it and it's open for votes and comments. This is a great opportunity for others experiencing similar workflow challenges to add their votes and perspectives. We encourage you to share this idea with your network to help build momentum!!
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Repeating Bills- Remove Archived Product Codes from Repeating Templates
I have seen there is already a thread for this in Repeating Bills, but we recently streamlined our product codes and archived the old ones.
However, Xero is still showing all the achieved codes when you create or update a repeating! This does not happen with raising normal invoices. I can see this causing errors in the future and am surprised at the oversight by Xero.
1 voteHi Rebecca, thanks for sharing your idea, and letting us know the changes that matter most for you.
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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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New invoicing - Ability to move Create new item modal
The pop up boxes, creating a new item for example, should be able to be moved so that the underlying page can be seen. This is standard on most of the software that I use so it should be so on Xero.
8 votesHi Alan
Thanks for sharing this idea about being able to move popups, to see what's underneath them.
Now it's up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their votes and comments too!
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Repeating Invoices - Ability to add billable items
It would be really useful to have the option to add one-time billable items to a repeating invoice and set them to be included on the next invoice automatically. For businesses that charge a fixed monthly retainer but occasionally add extra services, this would save time and reduce the risk of forgetting additional charges. The item could sit in a pending list against the customer and then be pulled through automatically alongside the standard repeating invoice when it is next raised.
1 voteThanks so much for taking the time to share this idea with us. We’ve moved this idea into the “Gaining support” stage so that others can find it more easily, add their comments, and vote if they’d find it useful too. While we can’t promise if or when it will be picked up, the level of support and real‑world examples from customers like you play an important part in how we prioritise future improvements.
Thanks again for helping us shape what we work on next.
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Invoicing - E-Invoicing for South Africa
e-Invoicing is not (yet) available for South Africa.
Could you please make this available in South Africa?
1 voteThanks for sharing your idea for e-invoicing for South African organisations.
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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoicing | Add Payment - Align bank account order across UI
When using the "Add Payment" button on an Invoice, I am regularly confused because the Banks are not in the same sort order I've assigned on the Dashboard / Bank Accounts Page.
This sort order is already applied to the "New Spend Money" page. So really it would be ideal if it matched platform-wide
This is complicated for me since Stripe requires a new account for each platform.
Hopefully the attached screenshot makes the request / issue clearer.
2 votesHi Sandy thanks for raising this with us. This is a great idea , to unify the account order across the platform. We'll move this idea so it gains more support from the community. In the meantime please feel free to share this with your peers who might also benefit from this change. We will monitor this space for more traction.
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eInvoicing - Support for Italian business through SDI
For an Italian company. In order to send invoices to Italian clients, legally they MUST be sent through the Sistema di Interscambio (SDI), a government portal. Which helps prevent fraud and reduces tax evasion and increases visibility.
The e-invoicing is a specific format and Xero currently doesn't support.2 votesAppreciate you raising this request with us in Xero Product Ideas, Stuart. We'll start to get a wider interest from the community in this here. Please feel free to share this idea with other colleagues that would like to see that so we can get a better understanding of the demand.
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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…1 voteThanks 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 Lists - Show Total Invoice Amount
To have the option to view full invoice amounts instead of changing on the summary screens after credit notes or any payment has been deducted, as makes it very difficult to check statements when it doesn't reflect the full amount.
4 votesThanks for sharing this idea. We appreciate you explaining how viewing full invoice amounts on sales list summary screens could help with reconciliation.
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 vote too!
In the meantime, if you are looking at a specific contact then you may like to view the invoices via the contacts screen for that contact as here you can add a column for the total invoice amount.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Permissions - Allow users with the 'invoice only' permission to print
The software shouldn't be restricting printing of a draft invoice at any stage of the process nor user settings.
Printing of draft invoice (even not finalized) is needed for documentation and accountability purposes!
Drafts only user cannot do this at the moment.Every company and with any software I have worked so far, printing is allowed and expected to be done, as a proof of work done, back up of what was submitted etc.
In our company we have more than one person workng on the same draft invoice.
How can I can prove that I have done my job…1 voteThanks for sharing your idea, and letting us know how allowing users with the invoice only user role to print could improve your workflow.
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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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