1000 results found
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Invoicing | Inventory - Auto update sales price
Every time i send an invoice, I update the new pricing for an inventory item in the invoice. This is manual but it should then automatically update the inventory price as well. so in short, the inventory should be following the latest invoice pricing to keep up to date.
10 votesThanks for sharing here, team - Currently, once you've selected an inventory item on a row of your invoice, if you click on the Item code field again you'll see the option to Edit which will open the item details modal for you to make changes, Save and continue on invoicing.
Understand some users may like this to be more automatic based on what you're entering in the line. I want to be transparent that we don't have plans around this and would need to consider how we make this optional for different use cases but for now we'll track the interest through the idea here.
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Branding theme template - display of currency
Invoice template - option to have EUR or € rather than EUR€. If this needs to be EUR€, it would look more professional to have a space e.g. EUR €.
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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Combine Tasks in invoicing from Projects so they all remain 'Invoiced"
Projects Invoicing
I would like to be able to select specific tasks in a date period only and then transfer to an invoice combined so that they are all marked as "Invoiced" still in Projects.
At the moment you would have to do a Project Amount Invoice which pulls all the time and expenses into that invoice, which we dont do. We only invoice a specific time frame.
But when we delete task in the invoice to consolidate to "Services" it removes the invoiced status and some items get charged twice.
I would like the option when you select invoice…
2 votesAppreciate you raising this. Being able to combine project task lines on an invoice without changing their invoiced status could make it easier to present cleaner invoices while keeping project records accurate.
We've moved this idea to Gaining Support so we can keep gathering feedback. If possible, we'd encourage you to elaborate more on your ideas to make it clear to our community that's voting.
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Quotes - Add a created by column in Quotes list view
Ability to add Created by column
3 votesThanks for highlighting this suggestion, John. We understand the request to show the user who created each quote directly in the Quotes list view, rather than opening individual quotes to check.
We've updated the status to Gaining Support so we can continue tracking community feedback. If this could be useful, add your vote and let us know.
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Allow merchants to restrict card types and international cards for Stripe payments
Australian businesses using Stripe payments through Xero need greater control over which cards they accept.
Currently Xero allows us to enable or disable “Card” payments, including at individual invoice level, but does not allow merchants to restrict card payments by card network or country of issue.
We would like the ability to:
- Accept Australian-issued Visa and Mastercard
- Disable American Express
- Disable international-issued Visa and Mastercard
- Disable other higher-cost card networks where required
- Apply these controls as organisation defaults, while retaining invoice-level Card on/off controls
This has become particularly important following the removal of card surcharging…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.
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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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.
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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Statements - ability to set default to Activity or Outstanding
Please have option to set statement type to ACTIVITY , and not OUSTANDING ( when mailing a statement to a client ) It was like that a month ago
17 votesHi Leoni, thanks so much for sharing this idea with us. We appreciate you taking the time to walk us through what you’re looking to achieve and adding those screenshots.
We’ve moved your idea into Gaining Support, which means it’s now open for the wider community to vote and share their experiences. This helps us get a sense of how many people would benefit from this improvement.
We’ll keep an eye on the feedback as it comes in, and if the idea gathers momentum, we'll provide you with further update.
Thanks again for being part of the conversation.
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Bills - Approval workflow based on account codes
We need the desktop app to support a bill approval workflow. Ideally, I’d be able to submit an invoice for approval, with it then routing automatically to different approvers depending on the nominal code. Once approved, it should post straight through to the ledger.
5 votesHi team, thanks for the feedback about how routing bills based on account code would be helpful in sending bills to the right user.
At present, we’re working on a bill approval workflow that'll support rules based on GL account code, alongside amount, supplier and submitter.
Matching bills can then move through selected user approval steps, with email alerts and a record of the decision kept against the bill, helping to reduce manual sorting and so your teams can keep the approval process in Xero instead of relying on separate lists or email chains.
Posting and accounting treatment will still follow the normal bill process once the required approval is complete. I’ll update again as this feature begins to roll out.
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Invoice - Support macron character for Māori words
Kia ora,
I live and operate in New Zealand, where Xero was first created. With living in New Zealand, we use a lot of Māori words in our everyday lives.
That said, I just created a quote for an upcoming photoshoot which is going to be held in a town in the Bay of Plenty called Ōmokoroa. But fortunately, the marcon that appears above the Ō turns into an L when the quote is exported. Can you please let the development team know about this issue please?
3 votesAppreciate you raising this, Caleb. Supporting macrons consistently throughout Xero could help ensure names and other information are recorded accurately.
We've moved this idea to Gaining Support so we can continue gathering feedback. We'll keep the team updated on the interest and use cases shared here as they consider future improvements.
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Inventory UK - Upcoming DRS (Deposit Return Scheme)
UK - Upcoming DRS (Deposit Return Scheme)
Is there an update being worked on for the DRS that comes in from Oct 27?
There will be a 20p per can/bottle added to each item sold B2B, so ranging from £1.20 to £4.80 per case that needs to be itemised separately on the invoice and isn't subject to VAT.
An option within Products & Services so the relevant amount can be added in each individual product would be ideal so case rates can be added.
1 voteThanks for sharing your idea about accounting for Deposit Return Scheme (DRS) deposits alongside tracked inventory. We'll open your idea to votes and comments so we can get a gauge of community interest and hear how others would use this. ✨
In the meantime, you can use a separate untracked item for the DRS deposit and add it as its own line to the relevant invoices and bills. Because the deposit is entered as an untracked item, it won't affect the quantity or value of your tracked inventory. We will monitor this and any updates will be posted here.
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Invoices - Add Delivery due date
Add a field for the date the customer requires delivery. I currently use the expiry date, but if I mark the quote as accepted this date disappears.
This date is crucial for forecasting.
8 votesHi Catrina , 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 for more traction in the meantime. Cheers
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Invoice Templates - Allow template to be deleted without replacement for historical invoice
I want to delete a number of invoice templates in Xero as the bank accounts relating to these templates are closed and we no longer require the invoice templates. I'd like to be able to do this cleanly without having to 'delete and replace'. I simply want to delete an invoice template without having to replace it with another invoice template that is unrelated. My methodology is to clean up, remove and simplify the invoice template options.
3 votesThanks for bringing this idea to the community.
We understand the request to delete invoice templates that are no longer needed without having to replace them with another template. Having more flexibility to manage historical templates could help keep your invoice settings organised.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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Contact - Display Billing Address fields first when adding a contact on an Invoice
Can you please change the order for when you add a contact in the sales screen
- billing address should appear first they way it does in the contact card, when raising a sale it would make it a better option for as the bill address is what appears on the invoice2 votesThanks for bringing this to the community. We understand the request to make the inline contact form follow the same address field order as the main contact card, with Billing Address appearing before Postal or Delivery Address.
I’ve moved this to Gaining Support so we can continue tracking community interest. Add your vote if this would make your invoicing workflow easier.
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Invoicing - Ability to link multiple contacts to a single invoice
It would be great to be able to select certain contacts for certain invoices.
We have different contacts within the one client, and they might book us for different jobs. For instance, John from Company X will book us for services and Sam from Company X will also book us for services on a different job. We need to invoice them separately, but they are from the same company.
Currently, we have them all down as contacts for Company X and so every invoice emails them all. Even if you edit the recipients for sending the initial invoice, there's no…
3 votesHi Zoe, thanks for bringing this idea to the community. Linking multiple contacts to an invoice could help make sure the right people receive the invoices and reminders.
I've updated the status to Gaining Support so we can continue tracking interest. If this were introduced, how would you like the contact selection to work? Your input could help shape the approach that would be most useful.
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Statements - Make the online customer statements link static
the new customer statement link should be static i.e. never changes for each customer.
the link should be visible to us from the contact page in xero.
the link should also be a placeholder item that can be selected in email templates and also in invoice templates - via clickable link or even as a QR code, both in the docx invoice template and the new style templates.
it doesnt make sense that the statement link is now only 'exposed' if you decide to send a statement by email. the statement link is such a powerful new feature. don't hide…7 votesHi Louis, thanks for sharing this idea. Having a reusable online statement link for each customer could make it easier to use the same statement across different workflows instead of generating a unique link each time.
We hear that a consistent link could support things like templates, QR codes, contact records, or external portals where businesses want customers to access their statements more easily.
We'll continue tracking the votes and use cases here to gauge the community's interest.
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Quotes - Display estimated Stripe processing fees or surcharges on customer quotes
Show optional CC processing fee in the quote if customer chooses to pay that way. I am currently having to create a new line item and manually calculate CC fees. Would save alot of time if the quote total showed the stripe fee automatically.
3 votesAppreciate your time to suggest this, Greg.
Being able to show estimated Stripe processing fees on a quote could give customers greater visibility of the potential payment cost before deciding on their payment method.
We’ve updated the status to Gaining Support so we can continue tracking interest. Add your vote and share your feedback if this could help your workflow.
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Online Payments - Ability to connect a single Stripe account to multiple Xero organizations
We currently have 3 different Xero accounts for different regional entities, but all payments need to flow through one Stripe account.
At the moment you have to have an individual Stripe account for each Xero entity/account. It doesn't say this anywhere and when I tried to connect the account to a second Xero entity it began creating new Stripe accounts that I then had to delete.
Being able to connect ONE Stripe account to all Xero accounts would be a huge help.
5 votesHi Jess, we understand you’re looking for the ability to connect one Stripe account to multiple Xero organisations, so managing payments across different entities is simpler.
Having a multi-organisation connection option could help keep all payment information in a single Stripe dashboard.
We’ll continue to keep track of this idea and gather feedback from the community.
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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…
3 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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Invoices - Improve visibility of long tracking category option's name
Tracking category name is long, but at the transaction it is not clearly visible same as CoA is visible completely
4 votesHi Anchal, thanks for sharing this idea. We can see how displaying the full tracking category names in invoices could improve visibility and comprehension.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular screens where this is most challenging, let us know so we can capture those details too.
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Email template - Placeholder for project name
It would be helpful to be able to include the name of the associated Xero project as a placeholder in the email template when sending an invoice.
I typically include my job number and the customer's job number (which is different from their order number that goes in the Reference field) in the project name, and would like to include both of these in the email template. Currently I have to manually input every time I send an invoice email.
A workaround for this could be to have a placeholder for the description in the first row of the invoice.…
2 votesThanks for sharing this idea and for explaining that having the associated project name available as a placeholder in the invoice email template would make it easier to include the right project reference consistently whenever you send an invoice. We have opened this idea up to the community so they can vote and comment on how this would improve their business processes. We’ll keep a pulse on the interest this idea receives and share if there are any updates. ✨
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