Settings and activity
14 results found
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1 vote
Thanks Eamonn for the feedback here. We hear that having a quicker way to format text in invoices and emails would help improve clarity and workflow efficiency.
Being able to apply simple Markdown-style formatting while typing could make it easier to emphasise important information like due dates or payment terms. This has been moved to Gaining Support so we can continue tracking interest and share it with the product team.
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361 votes
Hi community, thanks for all the support here. We appreciate how some users would find a notification for items awaiting approval a time-saver, and could improve efficiency in approval and payments.
You may have heard of our new homepage experience that will be rolling out to all customers over the coming months. With improvements to the Invoices owed to you, and Bills to pay widgets there is now a summary for invoices and bills that are awaiting approval, with clickable links so you can go straight to the list of invoices or bills to approve. We know this isn't a direct notification of sorts but should help you get a good feel for these at a glance - If you don't have this yet you can get a feel for what's coming in the homepage from the demo company.
We want to be upfront that while we'd like to explore…
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albex ulpoer
commented
Adding an automatic email notification for invoices awaiting approval would significantly improve workflow efficiency, especially in larger organizations where multi-level approval chains can slow down processing. With instant alerts, the assigned approver can review and act on pending invoices faster, reducing delays and improving payment management. It would also help maintain better accountability by ensuring no invoice is missed in the approval queue. A customizable notification system, similar to how platforms like keep users updated with the latest app versions https://fmappsdownload.com/ and updates, could make invoice approval systems more responsive and organized for businesses handling high volumes of transactions.
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2 votes
Appreciate you raising this request with us in Xero Product Ideas, Stuart. We'll start to get a wider interest from the community in this here. Please feel free to share this idea with other colleagues that would like to see that so we can get a better understanding of the demand.
An error occurred while saving the comment albex ulpoer
commented
Support for Italian e-invoicing through the Sistema di Interscambio (SDI) is an essential feature for businesses operating in Italy, as invoices sent to Italian clients are legally required to be transmitted through this government-managed platform. This process not only helps prevent fraud and reduce tax evasion but also improves transparency and compliance for companies managing their financial operations. Integrating SDI-compatible invoice generation and automated submission in the required electronic format would greatly enhance usability for Italian businesses and make the platform more suitable for international accounting needs. Adding this functionality would save time, ensure legal compliance, and improve trust among business users, similar to how service-focused platforms like https://dubaifixit.com/ prioritize streamlined and reliable digital solutions for their customers.
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment albex ulpoer
commented
At present, Xero does not offer a built-in delivery schedule feature or a dedicated custom delivery date field on invoices that can directly generate a delivery schedule report, so this process cannot be fully streamlined natively within the platform. A practical workaround is to use the Reference field, notes section, or tracking categories to record delivery dates and then export this data into Excel, Google Sheets, or an external reporting tool for schedule creation. Similarly, invoice statuses in Xero are system-defined and cannot be customized, which means adding statuses such as “Delivery Preparation” or “Delivered” is not currently supported. As an alternative, many businesses use existing statuses like Draft and Awaiting Approval alongside custom references or tracking labels to manage workflow stages. For example, just as a structured website like https://apkminecraft.com.br/
organizes content into clear categories and pages, integrating Xero with a reporting dashboard or using the API can help create a more organized delivery workflow with custom stages, bulk printing, and status tracking outside of Xero itself. -
2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment albex ulpoer
commented
Absolutely! XERO definitely needs a modern upgrade to bring its invoicing into the 21st century. The ability to drag and drop invoice templates would replace the outdated “Billy Boy” Word document interface, making it far more intuitive and efficient. Adding options to customize PDF naming with selected key elements and custom email naming for sending invoices would streamline workflows and save massive time. The most critical improvement is clearly the invoice template tuning, which would allow businesses to create professional, branded invoices in seconds. For example, just like how some platforms make downloading and accessing premium content seamless—see Stick War Legacy download https://stickwarlegacydl.com/ for a modern, user-friendly approach—XERO could adopt a similarly smooth, customizable interface to fully modernize its invoicing process.
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4 votes
Hi John, 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. Cheers
An error occurred while saving the comment albex ulpoer
commented
To address the challenge of bulk importing draft invoices that lack a due date, it would be highly beneficial to implement a feature allowing the system to automatically populate the due date from the default settings of the associated Contact during the import process. Currently, the absence of a due date blocks approval, and the existing workaround—previewing each invoice individually before approval—is inefficient for large batches. By enabling this automatic population, users could save considerable time and streamline the approval workflow, ensuring all invoices are correctly populated and ready for approval immediately after import. For reference, similar bulk-processing solutions can be seen in other tools and services, such as https://cricfytvdownload.in/ , which demonstrates automated batch handling for large data sets.
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4 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment albex ulpoer
commented
A practical solution for entering the expected date for multiple invoices at once would be to introduce a bulk update feature that allows users to select several invoices and apply the same expected payment date and comment in a single action. This would significantly reduce manual effort, save time, and streamline accounts receivable workflows, especially when a single remittance covers multiple outstanding invoices. Adding options such as batch selection, shared notes like “Remittance received”, and one-click confirmation would improve efficiency and minimize repetitive data entry, similar to how streamlined sharing tools improve usability on platforms like https://fmappsz.com/gb-whatsapp/ by making multiple actions faster and more convenient for users.
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2 votes
Thanks Dusanke, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
An error occurred while saving the comment albex ulpoer
commented
Hi Xero Team, it would be fantastic to have a feature that shows the last 3–5 invoices for a contact directly in the invoice view, including amounts and dates, as this would greatly improve efficiency for clients with frequent or variable billing. Similar to how QuickBooks provides a quick reference for recent invoices, having a small expandable summary in Xero would ensure consistency and reduce errors when creating new invoices. This kind of practical enhancement is exactly the kind of thoughtful user-friendly improvement that makes tools more effective — much like how apps like https://busimulatorultimateapk.com offer seamless, engaging experiences for their users.
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1 vote
Thanks so much for taking the time to share this idea and explain how you and your clients are working today. While we can’t comment on specific future changes, we’re actively investing in ways to apply AI and data capture across Xero to help automate more of the manual work in workflows like bills and document handling. Our goal is to use AI where it genuinely adds value for customers – reducing data entry, improving accuracy, and making it easier to manage documents regardless of how they’re brought into Xero. Feedback like yours is really helpful in shaping where we focus those efforts, so we appreciate you highlighting this scenario.
An error occurred while saving the comment albex ulpoer
commented
It would be highly beneficial if Xero could extend the AI and OCR capabilities currently used in Email to Bills to invoices uploaded directly to the Files section, so that when selecting an uploaded invoice and choosing Add to new → Bill, Xero could automatically extract and prefill the invoice details instead of creating a blank bill. This enhancement would save significant time for practices managing multiple clients by eliminating the need to ask clients to change the email addresses they use for sending documents and would streamline the bill-entry workflow. For instance, just as you can instantly check the current time at any location using tools like TimeNow https://timenow.world/, having Xero instantly process uploaded invoices with AI would provide equally immediate efficiency and accuracy in accounting tasks.
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2 votes
Appreciate you raising this idea with us, Darren and have just updated the forum it's in 🙂
We'll get a sense of the community interesst in this here. While we don't have any plans around this at present I'll share if there's any news.
An error occurred while saving the comment albex ulpoer
commented
This is definitely a small but frustrating usability issue, especially when entering long invoice references in Xero. A simple improvement would be to allow the reference field to auto-scroll horizontally or expand dynamically so users can easily view the full text while typing, without needing to click back into the box and use arrow keys to verify the entry. Enhancing this input behavior would save time, reduce errors, and create a much smoother invoicing workflow for users who frequently deal with lengthy reference numbers or descriptions. Similar to how helpful online tools like https://meinprozentrechner.com/ make calculations quick and user-friendly, improving this feature in Xero would significantly enhance the overall user experience.
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1 vote
Thanks Ian, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
An error occurred while saving the comment albex ulpoer
commented
When working with invoice templates, it’s important to ensure that any amendments made do not retroactively alter previously issued invoices, as this can create inconsistencies in financial records and reporting. Ideally, changes to a template should only apply from the date and time of the update moving forward, preserving the integrity of past invoices that have already been sent or recorded. Since the current workaround is to create a new template whenever modifications are needed, users should adopt this practice to maintain accurate documentation and avoid confusion. Proper version control of invoice templates is essential for businesses to stay organized and compliant, much like how structured platforms such as https://fmappsz.com/ provide users with updated versions while keeping prior data unaffected for a smoother experience.
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3 votes
Thanks for sharing your idea, Shijo.
We've reviewed your idea and now it's up to the Xero 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.
An error occurred while saving the comment albex ulpoer
commented
Yes, adding the ability to display each customer’s overdue balance and available credits directly on the Awaiting Approval page would significantly streamline the invoicing process. Currently, having to open each invoice to check credits or overdue amounts wastes time and increases the risk of errors. By showing this information upfront, users can quickly apply credits, make adjustments, and approve invoices more efficiently. Implementing this feature would improve workflow and accuracy, similar to how online platforms like https://cssprep.ai/ provide instant access to all essential student data for faster decision-making.
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5 votes
An error occurred while saving the comment albex ulpoer
commented
Yes, implementing a feature for repeating monthly invoices that automatically calculates the number of days in a month based on the "next invoice date" would save time and reduce manual errors. For example, if the next invoice date is set to 1 November 2024, the system would automatically populate the quantity field with 30, reflecting the total days in that month, without requiring manual adjustments. This automation ensures accuracy for recurring billing cycles and makes invoice management much more efficient. Similarly, just as online menus like KFC Menu South Africa https://kfcmeenu.co.za/ automatically display updated items and prices for convenience, an automated quantity calculation in invoices streamlines recurring tasks and improves workflow efficiency.
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143 votes
Thanks for sharing your idea, Nuno, and for letting us know the changes that matter most for you.
We've reviewed your idea to increase tracking categories and tracking options, 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.
An error occurred while saving the comment albex ulpoer
commented
Increasing the maximum number of active tracking categories and tracking options is essential for businesses that manage complex sales processes, as the current limit of only two category fields is insufficient for detailed performance analysis and reporting. Organizations often need to track multiple dimensions such as referring business, partner account manager, salesperson, and client account manager simultaneously, which cannot be done effectively with the existing restriction. Expanding category fields would allow better tracking of revenue generation, identification of high-performing sources, and more accurate decision-making, much like how structured categorization helps in understanding diverse social systems, for example as explained in this article on Pakistan’s national culture: https://www.howtests.com/articles/pakistans-national-culture-unity-amidst-diversity , where multiple factors are analyzed together to present a complete picture.
That’s actually a practical and user-friendly idea. Using simple markdown-style formatting like WhatsApp does (for example, bold, italic, or ~strikethrough~) would make email text formatting much faster and easier, especially for users who don’t want to deal with complex formatting menus. It keeps the writing process clean and intuitive while still giving messages better structure and emphasis. Many modern messaging apps have proven how effective this approach can be, and similar features in email clients could improve productivity and readability. For users looking for enhanced messaging features and customization options, Real GBApps https://realgbapps.com/ is also a useful resource to explore.