17 results found
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deposit
BRING THE DEPOSIT BUTTON BACK!!!!!!!
Xero rolled out this feature to ALL user roles and then one day it just disappeared! Speaking with support they said Xero has decided to ONLY make it available to Standard and Advisor user roles.
This is terrible especially if you have staff in your team who you need to issue deposit invoices but you don't want them to also have access to bank accounts and sensitive information.
Xero needs to allow ALL users with invoice access to request deposits. It is such a painful procedure now that you have removed this function.
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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Allowing GST inclusive and GST exclusive as
Allowing GST inclusive and GST exclusive options for all line items on an invoice.
This is an option when raising a payment in the system, where you can nominate whether a line item is either GST inclusive or exclusive.
On a invoice, it a blanket option, sometimes when you are on-charging an item and also charging a internal item and they might have different GST inclusion or exclusions
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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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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Web Content Accessibility Guidelines to be implemented correctly
The Web Content Accessibility Guidelines 2.2 Level AA need to be correctly implemented into all areas of Xero, including payroll, invoices and quoting, purchases, accounting and all other areas. Auditing of the solution needs to be done using professional auditors with lived experience. many areas of Xero do not meet the guidelines.
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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Purchases - Accounts Payable - Data Export Feature Request
In Accounts Payable (Bills), there should be a Data Export option under the three-dot menu for each supplier.
For example, if we paid ABC Company in June 2026, we should be able to export in excel all payments made to that supplier for that period. Currently, this option is not available in the Reports section or the three-dot menu.
At the moment, we can only view outstanding or unpaid bills, but we cannot easily export payment history for an individual supplier. This feature would make it much easier to track and report supplier payments.
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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Auto Allocation of PrePayments by Mouse Click
We have a large number of Pre-Payments. When an Invoice has been approved and on the way to "send/email", the available, if any, Pre-Payments pop up for allocation. Each line has to be treated seperatley. We have so many that in some cases the list of available funds for allocation is right off the screen. It would be most efficient if you could simply Double Click the Mouse in the "To apply" box and that would move the available amount to that box and deduct from the balance owing. When you come to the final amount, a double click would…
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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Add a clickable link from Sales Invoices back to Purchase Bills
The Issue:
Bills \rightarrow Invoices: Clicking the blue link on a Bill takes you straight to the Sales Invoice.
Invoices \rightarrow Bills: On a Sales Invoice, the text "Billable expense" is not clickable.Why this is a problem:
To see which Supplier Bill created an expense, we have to edit the invoice. But on Paid Invoices, we cannot edit—we are forced to unlink the payment just to view the original Bill! This wastes time and risks messing up accounting records.The Fix:
Turn the "Billable expense" text on Sales Invoices into a clickable link that opens the original Purchase Bill.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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Allow custom Invoice titles like "Donation Request" on the online payment portal and email buttons (DOCX doesn't fix this)
We would love to have the ability to change the hardcoded word "Invoice" on the online payment portal screens and the automated email action buttons. Currently, even if we use an advanced DOCX template to change our PDF layout to a "Donation Request," Xero doesn't match this online. The green email button is permanently locked to "View Invoice", and the online Stripe payment portal forcefully flashes "Tax Invoice" or "Invoice" at the top left.
As a secondary bonus, being able to edit the standard Invoice title settings inline with Quotes, Statements, and Credit Notes (which already allow custom titles) would…
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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Copying an invoice or quote link is logged as editing
Please change this process as it is not actually making any change to the invoice or quote. We're only copying the URL. I got in trouble because I was accused of making changes to an invoice when in fact I only copied the URL.
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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Choose a Default Save Folder for Invoices and Quotes
Currently, when downloading invoices, quotes, statements, or other documents from Xero, the files are automatically saved to the browser’s default Downloads folder.
It would be very helpful to have an option in Xero to select a specific save location or default folder for downloaded documents. This could include different folders for invoices, quotes, statements, and purchase orders, or the ability to save directly to a client folder in OneDrive, SharePoint, or Google Drive.
This feature would reduce manual filing, improve document organisation, and save significant time for businesses and accounting firms that process a high volume of Xero documents daily.
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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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Change to ISO Standard document format PDF/A
Recently discovered a large company we have a significant amount of business with have automated their accounting. The documents being sent from Xero are being rejected by their system as the ISO 19005 accepted format is PDF/A.
Xero must quickly look into this and adjust accordingly, as if we have to manually change the format of all our documents, Xero has lost a significant amount of its use.
We have been out of pocket and had to spend a considerable amount of time trying to battle to get payment as they had not received nearly a months worth of invoices.
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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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Invoicing - Add printable customer letter templates for overdue invoices
In Sage 50 Accounts Professional, we use the built-in PI Chase Letter functionality as an important part of our credit control process.
When an invoice reaches 30 days overdue, we print and post a PI Chase Letter 1. If we receive no response, we then print and post a PI Chase Letter 2. These letters are generated automatically using predefined templates, which we print on our company letterhead and send by post.
A key feature is that the letter includes an itemised summary of the customer's outstanding balance, showing:
Invoice number
Invoice date
Details/description
Amount outstanding
Total balance dueThis…
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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General ledger codes for GST / sales tax types
There needs to be a separate general ledger code per sales tax (GST) code.
We can claim both NZ (15%) and Australian GST (10%) on invoices paid. Currently the GST automatically deducted from the invoices are all coded to one GST holding code in the balance sheet.
This means the code is mixing up two completely unrelated items.
For ease of reconciliation (and good accounting practice), each GST / sales tax should have its own code.
The only way I can separate the two GST types is to manually journal the monthly balance from one code to another.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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Xero Billing Clients and counting towards partner program
Allow an option to have the client pay for their Xero subscription directly while maintaining the client as part of our rewards system.
Currently we have to collect sales tax for many clients in many areas of WA state. for billing them for Xero, and we have to keep up with changes in billing. We should have the option of the client paying the invoice directly and not lose our cut as a partner.
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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Title shows on the Invoice Screen
It would be helpful to have a the title line show on the Invoice list as it does on the quotes screen. This is helpful for when you are trying to find an old invoice without having to click through each individual one.
Same would also be helpful on the bills page as it would make it much faster to find the correct bill especially when you have numerous ones from the same supplier like my company does.1 voteHey Charlotte, thanks for raising this with us. We just need further clarification around this Idea. If you can provide screenshots of the Invoices and Quotes pages in Xero and point out clearly what you would like to see changed that will make it easier for the team to review.
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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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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)
3 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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