16 results found
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Easier to add customer [First Name] when quick adding in invoices or even at the email stage
Easier to add customer [First Name] when quick adding in invoices or even at the email stage.
When typing in a new customer on the invoice form, it doesn't have the option for [First Name], which once emailing the invoice in the templates requires typing it manually each time. Or have it in the quick edit dropdown.
3 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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Xero ID - Could you add to the Export invoices and bills out of Xero a Xero ID column with the Xero ID so we can create a hyperlink easily
Xero ID – Could you add a Xero ID column to the “Export invoices and bills out of Xero” report, including the relevant Xero ID for each invoice/bill?
This would allow us to easily create hyperlinks in the Excel payment run backup, so our managers won’t need to log into Xero and manually search for each invoice/bill.
Thank you
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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I have just had my first experience with issuing an Invoice following the new Xero invoice formatting.
I have just had my first experience of issuing several Invoices following the new Xero invoice formatting. For context, this is the first time ever, in 7-years of business, that clients have actually picked up the phone and expressed disappointment in the formatting of my invoices. Xero, it really is not great, when clients feel the need to phone me up to express concern...
The invoice layout is really quite poorly constructed, and feels like it assumes that Xero customers are typically working in E-Commerce, and, dare I say it, on the other side of the Atlantic. I write this…
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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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 curren
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 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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more flexible user permissions
Currently Invoice Only (Approve and Send) permissions does not allow an employee to connect to third party software in order to import invoices into Xero. If Standard permission is granted, the employee then has access to bank accounts. This is not what we want. Please could Xero look at a way to customise Standard role permissions in order to have flexible permission settings.
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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custom templates
Custom Template - Currency specific bank details
Can bank details be added to a custom DOCX invoice/statement template as a merge field or placeholder that automatically identifies the currency and pulls through the corresponding bank account details?
We have 3 different bank accounts for different currencies, so ideally we’d like to use one template rather than having a separate template for each currency.
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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Correct how customer ledger is displayed
This is not an idea, it is a comment on how to correct Xero's BS system. A customer ledger is supposed to show a list of invoices, the amount of each invoice and whether each has been paid or not. But for some utterly unfathomable reason, the idiots at Xero seem to think that if you allocate an overpayment or credit note to an invoice, the invoice amount should show as 0. So I now have a ledger with a list of invoices all showing as 0 and I have to open EACH ONE individually to see what I have…
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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Sales Invoice - Include Attachments when sending invoices in bulk or significantly increase the number of lines that can be included on a sa
This is critical for a customer as they have significant low value transactions and can be invoicing in excess of 1000 lines a month.
Currently a separate Excel file is created and attached to the invoice, which summarises that totals say one line with Qyt of 1499 @ £7.50 and another line with Qty of 1350 @£27.00.
Each individual invoice is then sent out manually so that the attachment is included.
If the bulk send is used then the atrtachments are not included, even if the include attachments is ticked.
This must be fixed as the process is inefficient and…
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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draft
Improve Draft Invoice Review – More Columns/Filters & Next Invoice Button
DRAFT INVOICES
When reviewing a large number of draft invoices/bills, the current process is quite time-consuming because there is not enough information visible on the Drafts screen.
It would be extremely useful if users could display and/or filter by additional invoice line information, particularly:
- Description
- Quantity
- Account / Account Code
- VAT / Tax Rate
This would allow users to quickly review a batch of draft invoices and check that the coding, quantities and VAT treatment are correct before approving them.
At present, I have to…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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sales invoice
When sending invoice to customer, any attachment would be collated into the invoice and sent as 1 document rather than the customer receiving the sales invoice and multiple attachments separately.
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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Reorder payment options
Hi team. Now the new surcharge regulations are enforced, is it possible for Xero to consider more flexibility with Invoice Templates and being able to reorder the payment options. In particular, I would prefer to have my direct deposit payment details above the 'pay online' card options. I have updated my invoice notes to say preferred payment is by direct deposit but it would be more useful for it to be the first option. Thanks so much, Kellie
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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Scheduled Scheduled Send for QuotesSend for Quotes
Hi Xero team,
We'd love the option to schedule quotes to send at a later date and time.
As a small business owner, I often finish quotes late in the evening after job site hours. I don't want clients receiving quotes at 11 PM, since it doesn't look professional and can set the wrong expectation about my availability. Right now my only options are to send it late or remember to come back and send it the next morning, which is easy to forget.
It would be helpful to have a "Schedule Send" option on quotes (and invoices) that lets…
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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Import Xero Blue invoice details back to Xero Green financial tab
Can invoice details from Xero Blue be visible in Xero Green please. Draft invoicing is done by staff in Xero Green (XPM) and once approved at the Director level, is moved to Xero Blue for final invoice creation and sending to the client. There are some recurring invoices/company secretarial invoices that are done directly in Xero Blue so we can see in Xero Green that an invoice has been done, so it's definitely linked somehow, but we can't see any detail of the invoice, which is unhelpful when staff are trying to keep up with invoicing and ensure that we're…
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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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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Linking timesheets approved by the client to invoice generation
The clients that I provide services to seek as supporting documentation a timesheet that has been signed off by an authorised representative of the client. At the moment I use an excel spreadsheet to do this then manually generate an invoice on the total agreed hours. It woud awesome to have feature where you prepare a timesheet in xero, xero sends a link to the approver to sign the timesheet then xero pulls the hours into a invoice + any agreed expenses (with supporting invoices and signed off timesheet)
4 votesHi Harpal, thanks for sharing this idea!
To make sure we’re heading in the right direction, we’d love a bit more information on your specific workflow.
Could you please confirm if you are looking for:
- The ability to add project time to invoices using Xero Projects?
- Or, are you asking for an integration with the AU version of Xero Payroll, so you can more easily link employee timesheet hours from Payroll directly to your invoices?
Knowing which tool you're currently using (or would like to use) for this process will help our team better understand the request. Thanks!
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Sales Invoices - Sales Overview Screen
Please add a column that shows the Sales Representative name.
2 votesHi Jadé, when you say sales representative can I just check how is this information currently being entered in Xero? For example have you set up a tracking category to track the sales representative, or would you be wanting this information from the user that created the invoice? Will be helpful when sharing your feedback with the team.
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