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810 results found
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10 votes
Hi team, while this isn't something we have planned we're continuing to watch support for this here closely.
Right now, while not the ideal solution you're after here, you could open the Repeat template and change the Invoice date to the current date so you can set the End date earlier.
If you also select to Save as draft you could then open and Delete the invoice that is generated from the template without it going to your customer.
We'll share if there are any plans made that change the position of this idea. Thanks
TENG CHRISTOPHER
supported this idea
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4 votes
Hi William, thanks for your reply here.
I've checked the Invoices and Bills pages, and see much the same sort of behaviour. For example, when trying to highlight an invoice number in the Number column, or the Reference column for Bills, it tends to take you into the transaction.
Thanks for sharing your idea about how you would like to see this changed.
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 votes and comments about how this would help them, too!
TENG CHRISTOPHER
supported this idea
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4 votes
Thanks for sharing your idea about making this change to prevent accidental (or unauthorised) changes to the sales prices on invoices.
Now it's up to the community to get behind and support your idea. You might like to share your idea with any colleagues that this could also benefit, so they can add their votes and comments too!
TENG CHRISTOPHER
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33 votesTENG CHRISTOPHER
supported this idea
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77 votes
Hi everyone, we appreciate the interest for this idea is growing. Our product teams have reviewed and understand the rational for this.
While it's not something we have roadmapped just yet, I'll make sure to let you know of any news here. Thanks
TENG CHRISTOPHER
supported this idea
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2 votes
Thanks for clarifying this for us Will, that context is really helpful.
I understand the main ask is to have the option to record prepayments either directly to the bank line, as they are today, or to Accounts Payable so they can be included in a batch payment run. I can also see how this would help in all three of the scenarios you mentioned: supplier payments processed through batch payments, pro-forma invoices, and keeping the audit trail visible when the final invoice goes through ApprovalMax.
I appreciate you taking the time to explain the current workflow and why it’s creating extra work, especially needing to manage two separate payment runs.
We’ll move this idea to Gaining Support so we can gauge community interest and better understand how many customers would benefit from this workflow.
TENG CHRISTOPHER
supported this idea
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3 votes
Thanks 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.
TENG CHRISTOPHER
supported this idea
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2 votes
Hi 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.
TENG CHRISTOPHER
supported this idea
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2 votes
Hi 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.
TENG CHRISTOPHER
supported this idea
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4 votes
Hi James! 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. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! Cheers
TENG CHRISTOPHER
supported this idea
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231 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
TENG CHRISTOPHER
supported this idea
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5 votes
Hi 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.
TENG CHRISTOPHER
supported this idea
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493 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
TENG CHRISTOPHER
supported this idea
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4 votes
Hi 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.
TENG CHRISTOPHER
supported this idea
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2 votes
Hi Damien, thanks for taking the time to suggest this. Being able to access the "Email to bills" address from the Xero mobile app could make it easier to forward bills and receipts while you're away from your desk.
For now, you can log into Xero browser edition from your mobile devices, or save the 'Email to bills' address separately so you can refer to it on the go.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please keep voting and share how having access to the address in the mobile app would support your workflow.
TENG CHRISTOPHER
supported this idea
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3 votes
Hi Peter, appreciate your suggestion. We can see how displaying available stock levels while selecting tracked inventory items on an invoice could help users confirm availability before adding the items to the invoice.
At the moment, you can view stock on hand from the Products and services list, and Xero will also warn you if the quantity entered on an invoice exceeds the available tracked inventory. However, having this information visible during item selection could help streamline order entry and reduce the need to switch between screens.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, it'd be great to hear more about whether you'd like to see stock on hand, available stock after allocations, or both displayed on the invoice.
TENG CHRISTOPHER
supported this idea
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5 votes
Hi Simon, thanks for posting your idea. Giving businesses more control over the wording used in the new branding themes could help create a more tailored invoicing experience.
If you need complete control over invoice wording today, custom DOCX branding themes allow you to edit static labels and headings before uploading the template back into Xero. We appreciate that this isn't as convenient as being able to edit the wording directly within the new branding theme editor.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular labels or phrases you'd like to customise, let us know as those examples will help us better understand the most valuable improvements.
TENG CHRISTOPHER
supported this idea
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3 votes
Hi Ashlin, thanks for sharing this idea. We can see how having the option to use buy and sell exchange rates, rather than a mid-market rate, could provide more accurate foreign currency reporting for businesses that transact internationally.
Currently, Xero uses a mid-market exchange rate by default, although you can manually override the exchange rate on individual foreign currency invoices and bills when needed.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular multi-currency workflows or transactions where this has the biggest impact, let us know as those examples help us better understand the feature.
TENG CHRISTOPHER
supported this idea
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4 votes
Hi 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.
TENG CHRISTOPHER
supported this idea
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2 votes
Hi 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.
TENG CHRISTOPHER
supported this idea
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