Settings and activity

3 results found

1. Sales overview - Ability to customise and shift Billable expenses above Quotes

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   0 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, thanks for your feedback on this idea. Our team are currently working on a refreshed Sales overview page which will soon be rolling out to customers. As part of this work they'll be solving for the idea here with Billable expenses sitting before Quotes. 😊

   Nino Trolese supported this idea  ·  30 April, 2026

2. Payment services - Auto Calculate Credit Card Fee or online payment fee and show on Invoice

   43 votes

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   18 comments  ·  Invoices & quotes » Payment services  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.

   Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.

   • You can also use an advanced invoice template to show this on the invoice to your customer.

   Outside this service, while not automated there are ways to represent and pass on fees to your customers;

   • Add detail to your invoice payment terms so this is clear to your customer
   • If there is a default fee that'd be charged you might like to set this up as an untracked item in Xero, that you can easily select and add as a line to your invoice, or
   • Edit the invoice to add the charge as a new line once the payment method has been confirmed with your customer

   We know this doesn't automate and solve the idea if you're using another payment service at present, and to be upfront this isn't something we have development plans for right now, but we'll continue to keep eyes on the support here and communicate any advancements for this in the future.

   Thanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.

   Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.

   • You can also use an advanced invoice template to show this on the invoice to your customer.

   Outside this service, while not automated there are ways to represent and pass on fees to your customers;

   • Add detail to your invoice payment terms so this is clear to your customer
   • If there is a default fee that'd be charged you might like to set this up… more
   Nino Trolese supported this idea  ·  30 April, 2026

3. Account Transaction report - Add Quantities & Unit Price to Column Drop Down

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   82 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we appreciate your continued support on this idea. Your feedback has been valuable in understanding how additional data in the Account Transactions report would be useful for you.

   I'm pleased to share that our reporting team is exploring new ways to customise reports (e.g. add missing fields, pivot tables). We'd like to invite customers who regularly shape reports and use tracking categories to join an early study:

   • A 60-minute video interview where we share early concepts and ask for your feedback

   If you'd be interested in participating and giving your time, please complete this short survey -

   • Thanks so much to everyone who expressed interest in our reporting research. Recruitment is now full, so the survey is closed. We really appreciate your support!

   Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.😁

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   Nino Trolese commented  ·  06 December, 2025  ·  Edit…  ·  delete…

   I need this report for the contruction I am presently doing to ensure that the contractor remains with the budget quantities agreed on initially.

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   Nino Trolese supported this idea  ·  06 December, 2025