1000 results found
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The ability to separate first and last name when creating new contacts on invoices
I want to have the ability to enter first and last name separately when creating new contacts on the invoices page. For most of the invoices I send, I have to create new contacts, and usually only I have a need to send invoices to each contact once. So I don't want to have to go to the contacts page every time I add a new contact on the invoice page, in order for the first name to be picked up in the email template via [Contact First Name].
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Please can you stop creating a new invoice when generating a payment link?
I would like to be able to send a payment link to a customer without Xero creating a new invoice in the background.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Repeating invoice. Archived item codes showing
When you try to add an item to a repeating invoice it shows up archived item codes.
Pretty sure this is a bug
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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See a list of committed quotes containing a particular product
It would be good to be able to search for quotes based on the products in them.
Because when you open a product page, you can see how many are in committed quotes, but you can't see which quotes they are in. So you should be able to either click on this box and see a list of quotes the product is in, or be able to search the quotes list based off this product.
Unless you can remember who you quoted and accepted for a particular product, there is no easy way of finding it online while it is…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Invoices - Paste multiple rows and columns from spreadsheets directly into invoice line items
Invoicing: Paste Multiple Rows and Columns into Invoice Lines
Related request, incorrectly closed as completed: https://productideas.xero.com/forums/967115-invoices-quotes/suggestions/50923184-invoicing-paste-multiple-cells-into-invoice-line
The new drag-fill function is useful and appreciated, but it is not what the original request asked for.
The requested feature is spreadsheet-style pasting of multiple rows and columns from Excel, Google Sheets or Airtable directly into Xero invoice lines.
Currently, clicking a cell immediately enters editing mode. Pasting therefore inserts everything as text inside one field instead of treating the clipboard content as separate cells.
Xero needs a way to select a starting cell without editing it, such as Ctrl+click, clicking the cell…
1 voteAppreciate you sharing this idea, Nic. The key request here is to support multi-cell clipboard pasting in the invoice line-item grid. Copying several cells from a spreadsheet could then populate multiple invoice rows and columns in one action.
This could make entering large invoices much quicker, particularly when the information has already been prepared in spreadsheet.
I’ve moved this to Gaining Support so we can continue gathering feedback. If you’d find this useful, let us know how you currently transfer spreadsheet data into invoices.
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Keep features and page layout consistent throughout different screens
This is not just an invoicing issue, but there is no option to choose everything.
The Invoice, Quotes, Bills and Purchase order pages all have differing layouts and features available.
For ease of use and continuity, why do all the pages not have the same layout and functionality?
I don't understand why all the services don't have the same features. You can do something in quotes, that you cant do in invoicing. Like dragging and dropping text, you can do it in quotes so surely it can't be that hard to make it available in invoicing again as well, like…
2 votesThank you for sharing your feedback, Nicole. We’re continuing to think carefully about consistency across the actions and layout of our features as the product evolves, especially as more shared components (like the table used across invoices, purchase orders, bills, and quotes) are introduced into the new experiences.
That said, each feature also has its own distinct needs. While the new experiences across these pages will feel similar, there will be differences designed specifically to support the users and workflows for each one.
Although we’ll move this idea to Not in Pipeline as it’s too broad in scope, I do want to acknowledge that creating a more succinct and harmonised experience across features is very much top of mind for our product teams.
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send reciepts once payment is recieved
Is it possible for xero to send a reciept to confirm payment is recieved once it reconciles a transaction?
Before Xero started to auto reconcile transactions, as part of my routine i would check the payment is recieved , send an reciept so my customer knows I have recived the payment then reconcile it. i find now i sometimes get messages from my customers asking if the money arrived ok.
Thanks1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Please create import function for customer overpayment
For those bulk collections from an Online Travel Agency (OTA) platforms, which is a collection on behalf, every time I need to add the overpayment one by one to match with one total collection for multiple customers, so that it will reflect back to the correct customer and appear as credit in the activity statement.
If there is an import function for me to import overpayment (like the invoice import function), it can save half of the time using import function instead of adding the overpayment one by one in a single collection amount from the bank reconciliation.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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E-Invoicing - Include Xero Inventory Item Code in Peppol XML SellersItemIdentification schema
When a sales invoice containing inventory item codes is sent from Xero through Peppol, the Xero Item Code is not included in the resulting Peppol invoice XML.
For example, a Xero invoice line contains:
Item Code: [ITEM CODE]
Description: [ITEM DESCRIPTION]
Quantity: [QUANTITY]
Unit Price: [UNIT PRICE]However, the Peppol XML only contains the item name or description and does not include the following element:
<cac:SellersItemIdentification>
<cbc:ID>[ITEM CODE]/cbc:ID
/cac:SellersItemIdentificationPeppol BIS Billing 3.0 defines cac:SellersItemIdentification as the field for an identifier assigned by the seller to an item. The Xero Item Code therefore appears to be the appropriate source…
1 voteAppreciate you bringing this to the community. Having the Item Code included as the seller's item identifier in Peppol invoices could make automated matching easier for receiving systems.
I’ve updated the status to Gaining Support so we can continue tracking interest. If this would be useful, add your vote and let us know how you'd expect the Item Code to be handled in the Peppol output.
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Hubdoc - allocate account to bill during upload
Hubdoc App. needs the ability to allocate chart of accounts to the bill when uploading rather than always having to do this on the web platform
6 votesThanks for your feedback here, Adrian. We can see how being able to assign chart of accounts codes in the Hubdoc app could make capturing bills and receipts on the go more efficient, especially for those working primarily from mobile.
We’ve moved this idea to Gaining Support so we can continue tracking interest and share the feedback with our product teams as they review improvements to the experience.
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searching
Ability to search for key words in 'Title' of quote section under Customer.
Currently you can only search for Quote No. Reference and Customer
This does not help as I still have to scroll through all the quotes from a customer to find a specific part I have quoted1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bills & Invoices - Option to change calendar picker to start on Sunday
When recording a payment in "Bills" please set the calendar to run Sunday - Saturday.
3 votesHi Julianne, thanks for sharing this suggestion. We understand why having the option to start the calendar on a Sunday could make date entry feel more natural for some.
At the moment, the calendar picker follows a fixed layout and there isn’t a setting to change the start day. We appreciate that even small layout changes can make a difference when you’re entering lots of transactions and moving quickly through your workflow.
I’ve updated this post to Gaining Support so we can continue tracking feedback and gathering votes.
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currency conversion
We'd like to be able to switch off the currency conversion within the branding theme.
We've set up all or our templates using the branding theme and switched the currency conversion toggle to "off", assuming this would mean that the currency conversion box would not be included in the templates.
Unfortunately, it appears this isn't the case, and we're now facing a significant amount of work to go back through templates and remove the currency conversion back manually.
Please look into the option that if you switch the toggle to off, then the conversion box does not display.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Malaysia eIvoicing - Default MyInvois Recipient Email for Malaysian e-Invoicing
We are a Xero user based in Malaysia and would like to submit a feature request regarding the Malaysian e-Invoicing process.
Currently, whenever we issue an Invoice, Debit Note, or Credit Note to a customer that has a valid Tax Identification Number (TIN) and Classification Code, we are required to manually add MyInvois@invoi.ci as a recipient email each time before sending the document. This manual step is repetitive and increases the risk of human error.
We would like to request that Xero automatically populate MyInvois@invoi.ci as a default recipient email (under the BCC column) for customers who have:
- A valid…
2 votesThanks for bringing this to the community. We understand the request to have MyInvois@invoi.ci automatically included when sending Malaysian e-invoices where the relevant TIN and classification details are in place.
This could make sending compliant invoices, credit notes and debit notes more straightforward, particularly for businesses sending these regularly.
I’ve moved this idea to Gaining Support so we can keep gathering feedback. If you’d find this useful, add your vote and share how you’d like it to work.
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Overpayment - Audit trail back to bank statement line
Currently, there is no path to follow to an overpayments origin. We need to be able to see which transaction this overpayment came from when there is disputes over the account.
4 votesThanks for sharing this idea with us, and for letting us know this change would be helpful for you 😊
We’ve now moved your idea to Gaining Support so that other customers can vote on it and add their feedback too. This helps our product team better understand how many people are looking for this and the impact it could have.
If this is something others would also find useful, we’d encourage them to add their vote and share a little more about how this would help their workflow.
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I have windows in my envelopes so the customers name and address is visible.
I use envelopes with windows in them and I am finding the name and address are not clear. They are too far over to the left of the invoice. Could the address be printed slightly over to the right so it fits in the window of the envelope clearly. Also I don't like the customer phone number and email being on the invoice - this too is visible in the window. Can they be removed from the invoice?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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for bill that are posted to the wrong GL account, can we have a function to do a reversal/journal to reverse that bill posted?
for bill that are posted to the wrong GL account, or wish to reclass to prepayment/accrual, can we have a function to do a reversal/journal on that bill posted instead of having to screenshot and go to manual journal and do a reclass. it will save a lot of time and reduce the effort of having to attach documents.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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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"Contact merchant" feature uses the organisation's reply-to email instead of the creator's login email
When customers go into the quote link in the email and click "Contact merchant" feature it uses the creator's login email instead of the organisation's reply-to email.
It would be better if the organisation's reply-to email is there instead to keep it private, or a function to disable this to prevent the log-in email from being used by customers
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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Project reports & sub categories
Not sure if this has been raised before but, can we have sub categories on projects? Or have the option to insert the tracking categories in the project reports? Most software has this option but I feel that Xero is lacking. Yes i can use the Tracking category feature but I am not able to get a project activity report (per project) with these listed on there. I would like about 10 project subcategories for example Labour, Materials, Staff costs etc. I have set up these as tracking categories (under a "project" heading) and can select them on each 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.
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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