811 results found
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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…
2 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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site /Delivery address on invoice
Rather than complicate the customer contact page with multiple delivery addresses Create a box/line on the invoice page to add in a delivery address which can change each time you invoice the customer instead of putting the address in the descripton box. I supply services to a local council within their properties and it would look much better on the invoice if there was a dedicated box/line that can follow through from the quotation to show the individual site address that work took place.
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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invoice overview page show which invoices have had CIS applied.
On the all invoices Overview page It would be great to have a column which shows whether or not CIS has been applied to the invoice. Currently I have to Invoice the client and then apply the cis to the invoice after the client has seent the invoice so their accounts system can then deduct the cis. when you have multiple invoices. it would be easier to see which invoices have had cis deducted rather than going into each invoice to see if its been done. also it would be easier to have the option to just deduct the CIS…
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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receipt
Now that XERO has the deposit payment option within invoices it would be great to be able to generate an invoice level receipt, when getting multiple payments on an invoice having to go into each one to generate the receipt then go and attach individual PDFs to the email is frustrating. Sure, at a payment level if you want to send receipts at each payment then keep that but once a job is complete and fully paid being able to generate just 1 receipt with all payment would reduce time spent.
Unless I'm missing something i also dont think a…
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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Invoices - Ability to send "Paid" invoices (receipts) via SMS
Would like to be able to SMS fully paid invoices.
2 votesHi Jane, appreciate the feedback here. We understand that payment confirmation is an important part of the customer experience.
Extending SMS functionality to include “Paid” invoice notifications or receipts could provide a quick, mobile-friendly way to confirm transactions. We’ve updated this to Gaining Support so we can track interest and share it with the product team.
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Invoice - Ability to rearrange invoice columns
When using the invoicing system in Xero, there is no ability to move columns around. It would make my workflow much easier if I could enter quantity first, followed by product code, as this matches the standard ordering format in our industry. When customers place orders, they typically specify the quantity first and then the product size or code.
In our previous system, we were able to click and drag columns into any order (similar to how line items can currently be rearranged in Xero). However, with the current fixed column layout in Xero, I often find myself writing phone…
3 votesHi Scott and Janine, thanks for sharing your feedback here.
We understand why having the ability to customise invoice column order could make invoicing workflows easier, especially for teams that process a lot of invoices or follow a specific data entry process.
This idea is suggesting the ability to rearrange invoice columns directly within the invoice screen, allowing businesses to set up the layout in a way that better suits their workflow.
We’ll continue to track feedback and interest around more flexible invoice layouts.
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Invoices & Emails - Support Markdown-style text formatting
A simple solution for those that want to format their text when emailing would be to allow formatting that WhatsApp uses, where you simply add * either side of word or sentence that you wish to format as bold, for example.
https://faq.whatsapp.com/539178204879377/?helpref=hc_fnav&cms_platform=web
3 votesThanks Eamonn for the feedback here. We hear that having a quicker way to format text in invoices and emails would help improve clarity and workflow efficiency.
Being able to apply simple Markdown-style formatting while typing could make it easier to emphasise important information like due dates or payment terms. This has been moved to Gaining Support so we can continue tracking interest and share it with the product team.
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Invoices - One-click to Approve, Mark as Sent & Email multiple invoices
It would be great to have a feature to Approve, Mark as sent & Email multiple invoices in one click from the Awaiting Approval Tab. We use a program outside of Xero to add invoice details & amounts and then export to Xero for approval and emailing. At present we have to take two steps to achieve the Approve, Mark as sent & Email result.
15 votesHey Nikki, thanks for sharing this idea.
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 too.
In the meantime, it is possible to bulk Approve invoices from the Draft tab. Once this is done, you'll get a message where you can click 'View invoices' and select them all to then Email.
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Invoicing - Prominent VOIDED banner and improved visibility/filtering for voided invoices
When an invoice has been voided, Xero should clearly display VOIDED on the invoice itself.
Currently, opening a voided invoice gives very little indication that it has been voided. The user has to expand History and notes to discover this.
Voided invoices are also excluded from the normal All invoices view unless the user opens Search and selects the small Include Deleted & Voided checkbox.
This makes it unnecessarily difficult to understand what has happened, particularly when an external system or integration has created a replacement invoice.
I would like:
A prominent VOIDED status/banner when viewing the invoice.
Voided invoices…1 voteThanks for bringing this to the community. A prominent voided banner could help users quickly distinguish voided invoices from active ones when viewing the invoice body.
We've updated the status to Gaining Support so we can continue tracking community feedback. 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 - Ability to send e-invoice from US organizations to other countries
US businesses who sell to the EU and other countries where E-invoicing is quickly becoming or is already mandatory would love an integrated solution within Xero.
1 voteHi Kellie, thanks for sharing this suggestion. We understand how native e-invoicing support for the US region could help streamline invoicing and support businesses as electronic invoicing becomes more widely adopted worldwide.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If US e-invoicing is important for your business, we'd be interested to hear which networks or customers you need to connect with most.
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Repeating Invoices - Ability to bulk update repeating invoices
Repeating Invoices - Ability to bulk update repeating invoices.
We provide a subscription service which some of the 470+ customers have been using for years.
At times we make changes to T&Cs, the wording, rates, payment services etc. and it would be extremely times shaving if we could do bulk changes i.e. change the Item, Due Date, Reference, Payment Services etc, without having to go into each repeating invoice individually.
56 votes -
Search - Auto default cursor
Instead of a search button, the search field should be displayed by default and the cursor should default to that field. That way we can just type our search terms without first clicking on a button or a field.
2 votesThanks for sharing, Douglas. I see you've posted int he Invoicing forum and I just wanted to check if you're referring tot he Global search (in the blue banner) or the search bar within invoice lists?
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Sales overview page - Option to show Invoices as Tax Exclusive
Kia ora Xero Product Team,
I’d like to raise a feature request regarding how invoice totals are displayed in Xero.
Currently, the Draft, Awaiting Approval, Sent, and Awaiting Payment invoice lists always display totals on a GST (tax) inclusive basis. For businesses like ours that operate and report primarily on a GST-exclusive basis, this creates unnecessary reconciliation effort and increases the risk of error when reviewing invoices in bulk.
While we can work around this by using the Receivable Invoice Detail report set to “Tax Exclusive,” this adds extra steps and does not provide the same quick visibility as the…
13 votesThanks for sharing your idea to have the option to show the invoices on the sales overview as GST Exclusive.
We've reviewed your idea and updated the status to the 'Gaining Support' status. 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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Repeating Invoices - Automatically include past due balances to repeating invoices
Add an option to put any past due amounts on recurring invoice templates. While sending past due reminders is nice, if you have that recurring invoice going out - why not have line item for any past due amounts as well.
1 voteThanks for bringing this suggestion to the community. We understand how automatically showing an outstanding balance on the next repeating invoice could reduce extra steps when managing overdue accounts.
We've updated the status to Gaining Support so we can continue tracking interest. If this could be useful, add your vote and share how you'd like it to work.
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Invoicing - Insurance / Surcharge Line at Bottom of Invoice
Summary:
Allow users to add a dedicated surcharge (e.g. insurance, card fee, handling) that appears as a distinct line below the subtotal on invoices, rather than as a regular line item.
Current LimitationAt present, any insurance recovery or surcharge must be entered as a standard line item. This:
Makes invoices look cluttered when the fee is not tied to specific products or services.
Can cause confusion for clients, who expect insurance/fees to be displayed separately (similar to how shipping or payment surcharges often appear).
Requires manual placement and formatting on each invoice, reducing efficiency and consistency.Proposed Solution:
Introduce…12 votesHi Joshua 👋It's really helpful for us to understand having the ability to add a surcharge or insurance line to invoices is a desirable option. We understand not having a dedicated field for surcharges or insurance can make it difficult to clearly communicate these extra costs to your customers. Currently manually adding a line item for the surcharge or using a custom branding theme to include the information are the only options💡Right now, we're not planning to add this as a specific feature, as our current focus is on some other features that will benefit a wider range of our customers, however we will monitor this for votes and comments from other users 📣
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Invoicing - New invoicing layout is due for an update
With the changes and improvements to the design of the Purchases overview > Bills page and tabs quite some time ago, it would be expected and easier to navigate through Xero if these design changes reflected in the Sales overview > Invoices page. The invoices page (despite the new invoicing experience when opening an invoice) is still the old outdated design that the Bills used to look like.
The bills and invoicing used to be the same design and while it's great to have an improved design in the bills section, it is sometimes not intuitive that the invoicing has…
5 votesHi Cameron, 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. Feel free to share it with your peers so they can also add their valuable feedback.
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Repeating Invoice - ability to add End Date BEFORE the next invoice date
To be able to add an end date to a repeating invoice which is before the "next invoice date". Often clients do not receive notice that a repeating invoice will not be due until after the latest invoice has been sent. They don't want to delete the repeat invoice so they can see a history of previous repeats. Currently can't set an end date that is before the "next posting date".
10 votesHi team, while this isn't something we have planned we're continuing to watch support for this here closely.
Right now, while not the ideal solution you're after here, you could open the Repeat template and change the Invoice date to the current date so you can set the End date earlier.
If you also select to Save as draft you could then open and Delete the invoice that is generated from the template without it going to your customer.
We'll share if there are any plans made that change the position of this idea. Thanks
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Credit Control Notes from phone call / emails
Currently, Xero shows me a list of outstanding invoices, and I can click on each invoice to add a credit control note to that invoice. This note does not show in the notes section of the client. When I am asked about their payment pattern, I cannot see from the client notes how often I have contacted them and what their replies were.
I would like to add my credit control notes within that list, and them to show in the notes section of the client, not some attached to client, and some attached to a specific invoice.
I do…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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Repeating Invoices - Add one-off charges or additional line items to repeating invoices
Add one-off charges to repeating invoices. Queue a charge to a client's future repeating invoice. This will avoid having to bill separately and forgetting to add the charge after the invoice is created.
1 voteThanks for sharing this idea. We understand the request to add one-off charges to a repeating invoice without changing the recurring template. Being able to include additional work or expenses on the next invoice could make recurring billing more flexible.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share what types of charges you'd like to add.
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Invoices - Expand native e-invoicing (Peppol network) support to European countries
Ability to send e-invoices to Europe (in Euro via Peppol).
This rolls up many other product ideas about sending e-invoices to European countries e.g. Spain, Germany, France, Belgium.
All that is required is an update to the Contact form (which currently just has ABN) to include a field for the Peppol Participant ID. For example, OpenPeppol (AISBL) itself has a Belgian ID of "0208:0848934496" (ISO6523-country-code:country-company-number).
3 votesHi Rick, thanks for raising this idea. We understand you’re looking for Peppol e-invoicing to be available across European regions, making it easier to exchange invoices with customers and suppliers through the required networks.
This could help streamline compliance workflows and reduce the need to manage separate solutions.
We’ll continue to monitor feedback and input from the community here, especially around which countries they'd like this feature to support.
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