Skip to content
← Share and support customer ideas for Xero

Settings and activity

30 results found

  1. New Invoicing - Add Payment details on invoice screen

    210 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  29 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Claire Parker supported this idea  · 

  2. Bills/Invoices- Flag as 'in dispute / query'

    1,285 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  351 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Claire Parker supported this idea  · 

  3. New Invoicing - Typeable dates in Date fields

    200 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    21 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).

    We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.

    An error occurred while saving the comment
    Claire Parker commented  · 

    Dropdown calendar is an additional burden in New Invoicing. Please revert to classic invoicing style for this field.

    Claire Parker supported this idea  · 

  4. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    565 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    161 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Claire Parker supported this idea  · 

  5. Batch payments - Ability to include credit notes

    690 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  72 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Claire Parker commented  · 

    This has been a big issue from the start and it is critical. It's crazy that the credit has to be applied to random invoice(s) before payments can be made. This makes Remittance advice incorrect, and you have to manually type an explanation before sending remittance advices out. The credits are easy to miss when you're doing batch payments, if you don't know they are there. Please Xero, this can't be that hard to fix and your competitors win hands down on this issue.

    Claire Parker supported this idea  · 

  6. New Invoicing remove # from Invoice number

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Claire, I do want to confirm that the '#' symbol is only shown on the view of the invoice in Xero. You'll see once saved or approved only the symbols entered within the field are shown in the Invoice Number column on the list view and this field will show depending ono the branding styles applied to the sent invoice. 

    An error occurred while saving the comment
    Claire Parker commented  · 

    Not sure why it's there then? It's completely unnecessary and clutters the field.

    Claire Parker shared this idea  · 

  7. New Invoicing - Remember default settings

    273 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    22 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually. 

    For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
    Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
    Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…

    Claire Parker supported this idea  · 

  8. New Invoicing - Option to switch Autosave off

    208 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  48 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Claire Parker supported this idea  · 

  9. AU Payroll: Employees - Emergency Contacts and Emergency contact report

    37 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  18 comments  ·  For small businesses » Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Claire Parker commented  · 

    Totally agree with all of the below comments. I am trying to export a Staff emergency contacts list for our new H & S officer, but I can't see any way to do this.

  10. Multicurrency- Batch payments of Foreign Currency Bills.

    286 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  138 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Claire Parker supported this idea  · 
    An error occurred while saving the comment
    Claire Parker commented  · 

    This would be super useful for our business too. I guess the contacts bank account details would need to include fields for SWIFT codes etc. We have several freight forwarders that invoice in both AUD & USD. Would be great to do one batch payment.

2 Next →