Settings and activity
62 results found
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102 votes
Hi everyone, we appreciate that as eInvoicing is adopted by more regions and businesses the appetite for supporting eInvoicing across more of Xero’s features is growing.
Over the coming months our product team will be looking into updates to Xero’s repeat invoices templates and support for eInvoicing within these is something that's on our teams radar. When we get to picking this up and being able to explore this deeper, we’ll keep you updated and share if there are any opportunities to bring you into our discovery.
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Anastasiia Dorodnaia
supported this idea
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An error occurred while saving the comment Anastasiia Dorodnaia
commented
It is essential to be able to set up and send recurring invoices as e-invoices. This will save a huge amount of time, especially considering that Xero is going to retain the ability to send invoices through Xero-to-Xero connection. I am surprised that it is not available yet.
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6 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
It would be great to have especially for business who working with kids when the invoice is adreesed to the parent abut we whant to have a child name to be on the email body.
Anastasiia Dorodnaia
supported this idea
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31 votes
Thanks for raising this with us! I’m happy to say you can already do this 🙂 using billable expenses for recharge or on-charge workflows.
When entering a bill, you can use Assign expenses to a customer or project and select the customer for the relevant line items. Those costs are then recorded as billable expenses that you can recover from that customer later.
When you then create an invoice for that same customer, Xero gives you the option to add those billable expenses to the invoice. You can add them either as one line item total or as separate line items before approving the invoice.
So for examples like recharging a parking fine or other customer costs, billable expenses may already support the workflow you’re looking for. The main difference is that this doesn’t copy the full bill directly into a draft invoice. Instead, it lets you assign the relevant…
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Hi Team,
We urgently need the ability to copy a bill to an invoice. Why is there a function to copy an invoice to a bill, but not the other way around? Currently, it is annoying and time-consuming to copy and paste the same information manually. We are living in the technology era, and I do not understand why something so simple has taken this long for Xero to address.
Please, Xero, consider adding this feature for the sake of your users and avoid relying on strange workarounds. It's embarrassing for the software to offer excuses when such a basic function, like copying, is unavailable.
Xero claims to be beautiful software in its ads—wouldn't it be better for an accounting software to focus on being usable software instead?Best regards
An error occurred while saving the comment Anastasiia Dorodnaia
commented
@Leanne Aldridge Because our business model involves receiving bills from suppliers first and then invoicing our clients (not the other way around), it becomes cumbersome to remember the order or duplicate efforts by copying and pasting. It seems logical to have a simple feature in Xero that allows copying a bill to an invoice, just as it is possible to copy an invoice to a bill. Perhaps it would be beneficial to inquire with Xero about the lack of this functionality and explore the possibility of its implementation then ask me.
An error occurred while saving the comment Anastasiia Dorodnaia
commented
HI,
The billable expenses do not solve the problem! It is frustrated why we can copy invoice to bill but can't copy bill to invoice. What is rational behind such limited functionality? It is common when we reinvoice the customer for the bill paid. It would save us (users) time to do it straight away and not to looking way around or manually retype/copy-passed information.Anastasiia Dorodnaia
supported this idea
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506 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
An error occurred while saving the comment Anastasiia Dorodnaia
commented
When will this be done by Xero, or will it not be done at all? It is under review since March 2024 - a year! The same question was asked in a different idea, and nothing has been done by Xero—unbelievable!
Anastasiia Dorodnaia
supported this idea
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28 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Hi Xero Team,
Any update on this idea? Could you please update us (your users) on what your plans are?An error occurred while saving the comment Anastasiia Dorodnaia
commented
We transfer refunds of GST between group entities—this function is not available to be logged to the GST Return through Xero lodged to IRD. For this reason, we manually lodge the GST return to IRD directly. In such cases, the GST returns do not show that they were lodged to IRD. It would be good to have an option to mark that the GST return was submitted to IRD, so there would be a clear view in Xero.
Anastasiia Dorodnaia
supported this idea
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4 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Hi Xero team,
Could you, please comment what are you pleanning for the Invoice email/payment layout?Anastasiia Dorodnaia
shared this idea
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239 votes
Hi team, I’m back again as the ability to accept deposits with Stripe has been released to the majority of regions (UK, US, NZ, AU SG, and CA) with sights set to get this to 100% asap.
Additionally to the feature we first rolled out, we've now added a due date field that allows you to set a specific date you expect payment of the deposit to be received and will be visible when sent to your customer.
Thanks again for your involvement in the idea here and helping us evolve Xero to better suit the needs of our customers.
An error occurred while saving the comment Anastasiia Dorodnaia
commented
@John_hart Stagepay looks like an interesting solution. However, it appears to still be in development. Is it ready for use? Is it specific to the UK, or can it support different currencies and countries?
I’m currently in a position to find something suitable to cover Xero’s gaps in accepting partial payment.
Does anyone have suggestions for an app that integrates with Xero/Stripe and allows partial payments from customers?An error occurred while saving the comment Anastasiia Dorodnaia
commented
☹️ We’ve hit the Christmas season and offered customers coupons for discounts on their next purchase, but Xero does not allow discounts to be applied when paying through Stripe. Stripe has a coupons feature, but Xero does not. This is the modern world—this functionality should have been in place ages ago.
I’m just wondering how Xero itself is able to provide us with discounts on payments but does not allow us to do the same for our clients. Does their accounts team have "a special internal-use" version of Xero?Anastasiia Dorodnaia
supported this idea
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236 votes
Thanks for everyone’s continued support in this idea. We’d like to update here that accepting a deposit on an invoice is now live to all organisations that use Stripe in AU, NZ, UK, US, CA and SG with remaining regions soon to come.
We know this doesn’t yet cover fuller progress-payment and instalment workflows, and we recognise those are important for many of you. We’ll keep returning here with more news as work in this space evolves.
Anastasiia Dorodnaia
supported this idea
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201 votes
Hi everyone, thanks for continuing to share the details behind your workflows here. We wanted to return with a meaningful step forward for this idea. As some users may have seen, we’ve released the ability to request a Deposit in Xero!
Enveloped in this we recently made an improvement to this so businesses can now set a specific due date when creating a new deposit, and that due date is shown clearly on the deposit request your customer receives.
We appreciate this doesn’t yet deliver the fuller outcome many of you describe here, such as multiple due dates across a full invoice, broader instalment-style payment schedules, or trade-term arrangements on a single invoice. But it's progress in this space.
I’ll be back to confirm once Deposits is completely released to all markets and share how we plan to evolve this further.
Anastasiia Dorodnaia
supported this idea
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146 votes
Hi everyone, thanks for continuing to raise your needs in proforma invoicing with us here.
Atm, deposits can only be taken against approved invoices(powered by Stripe), and taking payment against quotes or draft invoices isn’t supported at this point.
We understand that pre-invoice and proforma-style workflows matter for some businesses, especially where payment needs to be secured before the final invoice is raised.
Earlier-stage deposit workflows is something we’re considering for the direction in this space, and we’ll share more here if that progresses further.
Anastasiia Dorodnaia
supported this idea
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5 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
I've received multiple calls from customers who were confused to see my bank account details on the invoice after clicking on the "Review and Pay" or "View your bill online" link in the Xero email. The invoice initially shows only the Stripe payment option, and to view my bank account details, customers have to click on "View Invoice Details." This setup is confusing and not straightforward for customers!
According to Xero support, it's impossible to change this view for customers:
"As these small changes were requested by many users to show an invoice summary, your customers will need to select 'Show Invoice Details' to view terms & conditions and any bank details included. The invoice view in the email link you send is a default and cannot be customized at this time; however, our product team is continuing to explore ways to update layouts for a more positive user experience."
I would like to know who these users are who requested to hide bank account details from customers. Or is this another instance of gaslighting from Xero?
I don’t understand why Xero would make these changes, which cause issues for my business. Customers have pointed out that it seems like we're encouraging payment by credit/debit card, which incurs a commission fee—a fee that’s not our intention but rather Xero's, as they receive the surcharge! Why should our business suffer negative customer feedback because of Xero's design decisions? And we pay subscription fees for this poor setup! Very disappointing!
Anastasiia Dorodnaia
supported this idea
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151 votes
Appreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.
Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.
We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Yes, please. Why is there no ability to add the company logo to the report? Why can it only be done as a practice? A practice may generate a report once a year for the company, but a company could require multiple reports for multiple purposes throughout the year! It does not make sense why Xero does not allow adding the company's logo!
Anastasiia Dorodnaia
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29 votesAnastasiia Dorodnaia
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11 votesAnastasiia Dorodnaia
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17 votesAnastasiia Dorodnaia
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15 votesAnastasiia Dorodnaia
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183 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
Anastasiia Dorodnaia
supported this idea
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133 votesAnastasiia Dorodnaia
supported this idea
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188 votes
Hi team, thanks for continuing to share and support in this idea.
While our team has continued to consider this idea since our last update, being upfront with you all here we want to share that this isn't in our current roadmap and unlikely to be developed in the near term.
For this reason, we'll move this to Not in pipeline however should anything change this we'll certainly share an update with you all here.
Anastasiia Dorodnaia
supported this idea
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776 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment Anastasiia Dorodnaia
commented
This is a critical feature! We have many suppliers who require invoices and statements to be sent to separate email addresses. It is a hassle to remember this every time we send a statement email. Xero, you claim to be user-friendly and a modern platform; please move forward, not backward, as you have done with your recent so-called "updates."
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Nowadays it is common when invoices processed through AP recognition system automatically (from a special mailbox) when the Accounts Payable team used different mailbox to monitor payment query or Statement of Account. More and more suppliers ask to send invoices and SOA to separate emails.
At this stage, it’s not possible on Xero to set up multiple email addresses for a contact to send invoices and statement of accounts (SOA) to separate email addresses. You could add additional people in a contact record. However, you would need to manually go to an invoice and select 'Email' and manually enter the email address and this would be the case for sending a SOA as well.
It would be handy to be able to have set up on Contact for invoices to go (only - but not Statement) when Statement goes to Accounts Payable email address (different from invoices).Anastasiia Dorodnaia
supported this idea
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Now that Xero has retired the Xero-to-Xero network along with classic invoicing, there is currently no alternative provided. The only way to ensure intercompany invoices appear in the recipient organization's drafts is through e-invoicing. However, if e-invoicing does not work for repeating invoices, users are left with no choice but to manually re-enter intercompany invoices—resulting in increased admin time and a clear degradation of service.
This raises concerns about Xero’s pricing, as I am now receiving fewer services for the same cost, without consultation or agreement on these changes.
Xero, please introduce an e-invoicing option for repeating invoices as soon as possible.