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497 results found
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8 votes
Hi everyone, thanks for taking the time to share this.
We understand you’re looking for customer tax settings to take priority over account defaults when creating invoice lines, so tax treatment is applied more consistently.
Having the right tax option as a default could help reduce manual checks and make invoicing easier when managing customers with different tax requirements.
We’ll continue to track feedback and interest from the community for this idea.
CHRISTOPHER TENG
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11 votesCHRISTOPHER TENG
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1,179 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
CHRISTOPHER TENG
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11 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
In Classic Invoicing, there was a history and notes link between the quote and the invoice when the invoice was copied from the quote.
At the moment, that same history link isn’t available for quotes copied to invoices in the newer experience. We understand how helpful that audit trail is, especially when you need a clear record between the two transactions, so this is being moved to gaining support for the quote to invoice history workflow.
However, we are happy to say that this is still available in bills copied over from purchase orders , the link is still available above the history section
CHRISTOPHER TENG
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10 votes
Hi Paul, thanks for sharing this idea. We understand the benefit of having a native voice-to-text AI assistant to help write invoice descriptions especially for users working on the go or across multiple client sites.
The idea is to allow users to dictate invoice line item descriptions using voice input, with text being automatically captured and inserted into the invoice fields to speed up billing and reduce manual typing.
We encourage the community to vote on this idea if you’d find this invoicing workflow improvement useful.
CHRISTOPHER TENG
supported this idea
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17 votes
Hi Leoni, thanks so much for sharing this idea with us. We appreciate you taking the time to walk us through what you’re looking to achieve and adding those screenshots.
We’ve moved your idea into Gaining Support, which means it’s now open for the wider community to vote and share their experiences. This helps us get a sense of how many people would benefit from this improvement.
We’ll keep an eye on the feedback as it comes in, and if the idea gathers momentum, we'll provide you with further update.
Thanks again for being part of the conversation.
CHRISTOPHER TENG
supported this idea
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7 votes
Hi team, there are two parts to unpack here:
- the new bills split screen, and
- the bill payments flow.
We’ve introduced a new bills quick view that lets users easily enter, scan, review, and take action on bills without leaving the list view. For some users, this completely replaces the older bills UI. The product team is monitoring this closely and may make quick view optional, so users can choose between quick view and opening the full bill. I’ll keep you updated here.
We’re continuing to support online bill payments and are encouraging setup because it can improve efficiency and simplify payments. There are no plans to remove online bills from the payments flow.
For users who prefer manual payments, they can still use the Record a payment tab or select a bill in the list and click Make payment above the list.
CHRISTOPHER TENG
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38 votes
Hi everyone, great to see interest building around support for French e-invoicing. As France moves towards new digital invoicing requirements, it's understandable that you'd want a smoother way to manage this in Xero.
At this stage, Xero’s e-invoicing features are available in AU, NZ, UK, SG, and MY. While expansion to more regions is something we’re actively looking into, this particular request is still in the early stages.
The idea’s now in Gaining Support. If this would help simplify things for your business, adding your vote or sharing your opinions would help us get a clearer picture of the demand.
We’ll post updates here as soon as there’s more to share.
CHRISTOPHER TENG
supported this idea
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19 votes
Hi everyone, thanks for all the engagement so far. We understand why having a custom email template for deposit could be useful.
The idea is to allow users to create or assign a separate email template for deposit invoices, so messaging and payment terms can be tailored to suit businesses.
We'll continue to track the demand for this idea here.
CHRISTOPHER TENG
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16 votes
Thanks for sharing your idea of using SMS as a delivery option for customer statements.
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.
CHRISTOPHER TENG
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15 votesCHRISTOPHER TENG
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40 votes
⭐ Thanks so much for taking the time to share this idea in so much detail. The examples and use cases you’ve included do a great job of showing why more flexible repeating invoice schedules would make a real difference for businesses managing recurring and occasional charges.
This is an area that is continuing to gain support. The need for more flexibility, less manual admin, and better support for real-world billing arrangements is something we know matters to customers, and feedback like this helps reinforce that.
While I can’t make any specific promises on timing or delivery here, please know this idea is valuable and the level of detail you’ve provided genuinely helps inform those conversations. Thanks again for sharing it and helping highlight an important pain point.
CHRISTOPHER TENG
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22 votes
Great to hear you like the pay now option on statements, Marney. Can see how it would be useful to be able to include and apply Credit Notes when making payment. We'll start to get a sense of the interest in this from others on your idea and I'll share if there are any updates for you on this.
CHRISTOPHER TENG
supported this idea
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47 votes
Hi team, I'm happy to share that this idea is now in discovery with our team. While we can't commit to development just yet, I'll be sure to round back and keep you updated as things progress. 😁
CHRISTOPHER TENG
supported this idea
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132 votes
Hi everyone, thanks so much for taking the time to share your feedback and support this idea. We’ve taken another look here and, while we don’t have plans to develop DOCX further, we have released and are continuing to roll out our invoice editor. It’s replacing the Standard branding theme first, and from there will continue to evolve with more of the invoice customisation we know customers are looking for across things like logos, fonts and colours.
We know this won’t be the update some of you were hoping for, especially for those wanting more flexibility in how invoices look and feel. To help keep updates relevant to the specific changes being asked for, we’d really encourage you to add your vote to the ideas below, as they’re more closely related to those points:
CHRISTOPHER TENG
supported this idea
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7 votes
Hi Jordan, thanks for sharing your idea here. We understand how updating client details in separate systems can add extra admin time.
A sync between Xero organisation details and Xero Partner Hub records could help keep information consistent and reduce manual update across your practice. We’ve moved this idea to Gaining Support so we can continue monitoring interest and share the feedback with our product teams.
CHRISTOPHER TENG
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23 votes
Hi Yaseen, thank you for this incredibly detailed and well-thought-out suggestion for the Trial Balance report.
We can see how much manual work you're doing, combining exports from the GL Summary Report, just to create a "classic" comparative Trial Balance for your auditors. That's exactly the kind of difficult workflow we want to help improve.
Your proposal to enhance the report with separate debit/credit columns for comparatives, clear opening/closing balances, and a movement column for a selected date range is very clear.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how these reporting improvements would help them during audits and financial analysis.
CHRISTOPHER TENG
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6 votes
Thanks for sharing your idea for a dropdown to switch between the detailed and summary versions of the Aged reports.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
In the meantime, did you know that you will find the detail/summary version of the report listed in the Related reports section of the left hand panel when running a report?
CHRISTOPHER TENG
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5 votes
Hi Van, thanks for submitting this idea. We understand why having the option to enter an asset’s effective life in months could be helpful, especially for assets with shorter or more specific depreciation periods.
The idea is to allow users to set asset effective life using months instead of converting them into years or decimal values, making fixed asset setup more straightforward and reducing manual calculations.
We encourage the community to vote on this idea if you'll find it useful.
CHRISTOPHER TENG
supported this idea
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4 votes
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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
CHRISTOPHER TENG
supported this idea
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