1000 results found
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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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Bills - Always display the 'Paid From' bank account on the View Bill screen
I want to recommend that the View Bill screen always includes Where Paid From regardless of how one gets to the screen. The "Where Paid From" information is lost if one gets to View Bill froma report. I also want to recommend a report of where Payments Originate From is cited. AT present, if one hits the wrong Pay From account, the existing reports make it hard to find the error.
1 voteHi Bruce, thanks for starting this thread and sharing your feedback. We understand the request to have the “Paid From” bank account shown directly on the View Bill screen, regardless of how you access the bill. Having this information visible at a glance could make it easier to review payments and confirm which account was used.
I’ve updated the status of this post to Gaining Support so we can continue tracking interest from the community.
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Invoicing - Add 'Send Email' action button alongside 'Send SMS' on invoice view screen
For a lot of businesses, sending invoice copies or reminders by email is the main way of communicating, not printing PDF or sending an SMS (not relevant sending to a business client).
Currently it's a 2 click process to get to the email screen which is time consuming when sending numerous invoices so if a Send SMS button can be added, why not an email button.
Print PDF could be moved to the 3dot options list.1 voteThanks for highlighting this improvement, Karen. We understand the request to make Send Email a more prominent option on the invoice screen. This could make it easier to send invoices without additional clicks.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. Add your vote and let us know how this could fit into your invoicing workflow.
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Invoice Reminder - Templates to apply to specific customers
Invoice reminders are currently "all or nothing". I dont want to chase my good clients with automated messages from Xero becuse it upsets them but I do want some of my clients to have auto reminders about invoices about to become due and invoices overdue, those who generally are bad payers. In the same way we have email and invoice templates can we have invoice reminder templates and when we raise an invoice be prompted to apply a reminder template (or not). Or can the template for reminders be part of the customer financial details, in the way we can…
34 votesHi community, thanks for supporting this idea and sharing how setting templates for customer invoice reminders would be useful for your business.
Right now, we're developing a new agent with JAX that will help with getting paid and building personalised plans for selected contacts to chase payments through the best medium at the right time.
To begin, messages will be personalised by JAX however giving users control over the messaging is something our teams will continue to consider as this feature develops.
I'll share if there are any updates on this here.
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Invoice - Allow customers to set up a Direct Debit mandate while completing a GoCardless Instant Bank Payment
I would like to take our first payment via Go Cardless Instant Bank Payment and send them a mandate to fill in for future recurring monthly payments.
We have our first invoice for customers purchasing a subscription from our website set to instant bank pay, so that they can pay immediately and be given site access immediately, but they will then make future payments by Direct Debit.
Via GoCardless directly, If you invite a new customer to collect an instant bank payment, you need to check the box for the option Set up mandate (Prompt this customer to set up…2 votesHi Stephen, thanks for raising this idea. We understand why having the option to set up a Direct Debit mandate at the same time as an Instant Bank Payment via GoCardless could help create a smoother customer payment experience.
The idea is to combine these steps into a single checkout flow, allowing customers to make their first payment while also authorising future Direct Debit payments without needing to complete a separate setup process.
We encourage the community to vote on this idea if you’d find this payment workflow improvement useful.
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Sales invoices - Option to delete invoices <6 years past
Under GDPR, customer data can only be kept for a reasonable period of time.
In the UK, businesses must keep tax records for at least five years from 31 January following the end of the relevant tax year. In practice, this means records need to be retained for 5 years and 10 months.
Your GDPR policy can therefore state that records will be kept for 5 years and 10 months. After this period, continuing to store invoices (for example, in Xero) could put you in breach of GDPR.
To help businesses stay compliant, Xero could offer an optional feature that…
4 votesAppreciate wanting an automated means to simply this process for you. Right now, as I'm sure you've found you can manually delete draft invoices, or Void to remove Approved invoices in your organisation.
It's not something we have direct plans around atm, but we'll get a better sense from the wider community here of others that'd find an automated tool useful for this type of scenario. Thanks
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Xero Accounting App - ability to delete quotes
Make all features available on phone app that are available on pc / laptops.
There’s various basic functions that cannot be done on the Xero app designed for phones. Many small business users who are on the road for work want to action expenses and invoices as they go and have the same functionality on their phone as the laptop. Features are currently missing e.g:
- adding a discount to an invoice
- adding a category
- deleting a quote
And much more. It would be great to be able to do everything on your phone.9 votesHi Ashleigh👋 Thanks for sharing your ideas and letting us know what matters to you! We also see how deleting quotes would be handy, and your idea is now open to votes from the Community to gain more support.
For adding categories and discount you are able to add a discount. We recommend raising a case with our support team for further assistance with this :)
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New invoicing - Use '.' as separators in the date field
New invoicing - ability to type "." between numbers (like you can in bills) i.e 24.6 then becomes 24 June after you press Tab.
Right now it only seems to accept 24/6, but I'm sure you used to be able to type 24.6 Tab and then it would convert to the date. If you use "." now, it will default to todays date
31 votesUnderstand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
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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 Molly, though we don't have intentions of developing the exact same functionality as competitors, we are working on a feature to help you get paid without having to chase.
You can register your interest for this now. You'll be able to turn this on for your preferred contacts. JAX will monitor open invoices and create a personalised plan for each customer.
Customers will receive a consolidated statement and a well timed nudge. 🙂
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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.
7 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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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…3 votesThanks 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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Reports - Add options to show both Gross and Net amount columns on the Account Transactions report
I'd like to see both the VAT inclusive and exclusive values listed in the transactions list shown in a clients account. Some clients discuss VAT exclusive figures and others inclusive, so it would be much easier to have the selection to show both values side by side, especially if you're looking for something by value.
2 votesHi Emma, appreciate you submitting this through. We understand that having both Gross and Net figure visible together could make reviewing transactions easier.
The good news is this is already available in the Account Transactions report. You can customise the report columns by opening the Columns dropdown and selecting the fields you need, including Gross, Net, and VAT. You can also save the layout as a custom report for future use. Alternatively, you can also run the Receivable Invoice Detail report.
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Repeating Manual Journals - Provide more frequency options
Once upon a time when we used TAS for our bookkeeping services, they had a very useful feature when processing recurring journals. We could choose separately months to correspond to the days clients being charged for. For example, we would pick January, March, May, July, August, October, December to process invoices for 31 days; February for 28 days; and April, June, September, November for 30 days. Once you have that set up initially, you don't have to think about adjusting recurring journals every month. At the moment, it takes me about half a day just to update over a hundred…
4 votesHi Anna, thanks for sharing your idea, and letting us know the changes that matter most for you. We understand that having more options in terms of how often the journal should be repeated would be helpful and prevent extra admin. We'll open this up for the community to share their thoughts and vote on it. In the meantime, we'll monitor this space for traction.
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Sales Overview - Add Valuation document
It would be most helpful to have a valuation format ( which for my construction business sits between the ( Quotation & invoicing documents that Xero have delivered perfectly)
This would require a % of the line item “ as defined in the quotation document” this value / % would increase as the project progressed.
Is this something that could be accommodated?? For a 50 something builder with limited I.T experience Xero has proven to be user friendly and very efficient tool. Thank you!!! The perfect tool would include the above Valuation document.2 votesThanks for sharing your idea Brett, and letting us know the changes that matter most for you. We are pleased to hear that you're loving Xero so far. While this is currently not possible we've opened this idea up to the community to add their support. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! In the meantime, you might be interested in checking out our connected apps page via the Xero App Store which might have an app that supports the construction functionality you wish to see.
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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Invoice - Reference default set to contact account number
I would like to be able to check an option that automatically adds the accout number to the reference field on invoices. This would save a lot of time.
I'm sure there would be options that people would like ot autofill this field so make ot part of the settings5 votesAppreciate the feedback and how this would be useful when your reference is driven off the contact's account number.
It's not something we have plans for right now, but do share your idea with others that you feel would find this helpful so they can add their support for your idea here. We'll keep a close eye on the interest and share of there's any progress.
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Invoicing - Add Title field for invoices that's visible on invoice list
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 voteThanks for raising this suggestion. We understand the request to display a custom invoice title directly on the invoice list. Having more context available at a glance could make it easier to find the right invoice.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd use the title field.
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Invoice Attachments - Ability to add videos
Being able to add a video to the attachments on an invoice so when sending an invoice, you can send a 5-10 second video of a repair or service or what was fixed or item you are invoicing over. Photos are good, but sometimes video is better.
2 votesThanks so much for sharing this idea 🎥 — we can see how being able to attach a short video to an invoice could be really useful, especially when a quick clip can show a repair, service, or completed work more clearly than a photo.
We’re moving this idea to Gaining support so other customers can vote and comment on it too. This helps our product team gauge community interest and better understand how valuable this would be for businesses using Xero.
If this is something you’d like to see, we’d encourage you to add any extra detail about how you’d use it, as that can be really helpful context for the team reviewing the idea.
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Invoice template - Tax ID displayed under own Company details
The rational of display Tax ID Display Name under the client contact doesn't sounds right as this is the column where we should key in our own company information.
When we using the standard template of Xero for AR Invoice, if there is tax id keyed under client's name, the field of "Tax ID Display Name" will be display under the client name. this sounds weird when I was told to amend the "Tax ID Display Name" which can be found under Financial Setting to something called "TIN Number" or "Tax ID Number" to make the display right.
2 votesThanks for sharing this idea 🙂 We’ve moved it to Gaining Support so we can continue to track interest from others who’d like to see this improved.
In the meantime, there is a workaround available using an advanced invoice template (custom DOCX template). This gives you more control over the invoice format, so you can customise how the invoice displays outside of the standard template.
You can find more on setting this up here: Create an advanced invoice template
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Invoices - Add custom fields to display the billing term or service duration
The ability to add custom fields to invoices based on the industry would be a fantastic feature. I have a SaaS client who bills annually that has customers reaching out about adding the invoicing term(number of months) to their invoices. Seems like there have been other ideas submitted based on specific industry requirements.
3 votesWe appreciate the suggestion, Deanne. We understand how being able to add custom field for billing terms to invoices could help provide clearer information to customers and reduce the need for manual descriptions.
Having dedicated fields for service start and end dates could also support businesses managing ongoing contracts, retainers, or deferred revenue workflows.
We’ll continue tracking the feedback and interest shared here.
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Credit notes - Preview before saving as Draft.
We would like the ability to preview the Credit Note BEFORE saving it as a Draft.
Currently, the only option to preview a Credit Note is to save it as a Draft and then use the "Print PDF" option to open a preview.
Instead, we would like an option where we're able to view a preview when creating the Credit Note.
Purpose: To be review the Credit Note for mistakes before officially saving it.
Thank you!
5 votesHi Lina! Thanks for sharing your idea we appreciate the need to preview your credit note before it is saved. 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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