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  1. The default approve feature in new invoicing is 'Save and email' but if Xero is purely a record of a company, not their main source of operation then this feature is inconvenient.

    Can there be a setting to change this button to one of the options available e.g. 'Approve & add another' be the button that shows, not by clicking the drop down menu first.
    If it is setting then it is completely customisable depending which of the current drop down items the user wants to show as the main button.

    This would save a couple of seconds per invoice…

    1 vote

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  2. Have a second reference box so an internal reference can be entered as well as the supplier invoice number/reference.

    1 vote

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  3. When I create a sales credit note for an invoice, there is no option to send it to the client at the same time as approving it. Also, Xero sends me back to the original invoice when I approve the credit note, so in order to send a copy to the client, I have to:
    - create the credit note
    - open the credit note
    - send the credit note

    1 vote

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  4. Currently, each separate line in a sales credit note has to be separately assigned to a Project. There should be tickyboxes so that the lines can be assigned en masse, as there is for bills.

    1 vote

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  5. This is a comparison with what the classic invoicing and the new invoicing features are and it is really NOT correct at all. There are many features in the classic invoicing that are not shown

    XERO you need to ensure all features are in the new invoicng that are currently in the classic invoicing you are causing more issues for your user base by not allowing things to happen.

    firstly e-invoicing - I ensured all my clients registered for this and checked the box to receive xero invoices via e-invoing, it has worked for the last couple of months and…

    2 votes

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  6. Our customers often require both their purchase order # and a reference to be included on the invoice. It is not practical to put both in the one reference field.

    2 votes

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  7. We are in the building industry and receive building contracts with an income schedule. It would be good if Xero had the ability for us to email a payment schedule into Xero, similar to how you can email a bill into Xero, and Xero could automatically create draft invoices in accordance with the schedule. The user can then review the draft invoices and approve them as the stages are completed.

    1 vote

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  8. Can we use the Reports Codes from Xero to populate Trust Accounts Disclosures in Tax Return. Just the same way as is done for the IR10.

    5 votes

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  9. As per other Xero pages, it would be great if the Reconcile pages listing items to be reconciled would allow more than 10 items per page. It' quite clunky moving between the pages when there are multiple pages.
    A search function would be helpful too.
    Thanks :)

    2 votes

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  10. In the new invoicing it is possible to add a customers credit onto their invoice from the bottom of the screen however the old version would have a pop up asking if you would like to apply the credit.

    Can we change new invoicing so that it pops up asking for confirmation as this is easily missed.

    2 votes

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  11. 1 vote

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  12. NEW INVOICING - Add a file.
    In classic invoicing I can drag a file onto the invoice and it will add it to the invoice. In new invoicing it seems I have to save it to the file library then add it from there using the drop down box at the bottom.
    So much wasted time - need the drag and drop option back

    2 votes

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  13. A separate section within Xero that allows you to handle and process client money. This does not appear in the main balance sheet but operates independently. Client money is linked to the contacts but is kept separate from the business accounting. Cashbook operates in the a similar way with a bank link, but the client balance shows as a separate box. Allow payment of invoices from the client account to cover invoices. This would help small legal firms and other businesses that handle client money.

    1 vote

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  14. Can Xero please bring back the function enabling the details to be printed with the Chart of Accounts. It was a feature when we converted to Xero, but is no longer.

    2 votes

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  15. In Projects, when you are assigning an expense to an estimated expense, you have to press tab twice to begin entering the name of the estimated expense you want to assign it to. When the pop-up appears, you should be immediately able to start entering the information that is the only thing you can do in that pop-up.

    1 vote

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  16. It would be great to have a 'pop up' of the debtor balances when creating an invoice.

    1 vote

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  17. All Actions relating to attached files should be recorded in History and notes, eg Attachment added from Files:Inbox, Attachment Downloaded, Attachment Deleted, Attachment returned to Files:Inbox

    1 vote

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  18. Great that New Invoicing can now add attachments from the Inbox - Yay

    BUT, the key functionality of being able to return the file to the inbox when it is removed from the invoice is still missing. Removing an attachment from an invoice DELETES it, Gone. Cannot be recovered.
    Tip: ALWAYS Download your attachments before removing them from invoices, regardless of Needing them.

    3 votes

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  19. We have a 2 year old issue where we changed an employee end date then reverted a payrun. HMRC has not recognised the revertion or that the resubmission is the same data so we have a duplicate that we haven't been able to sort out.
    To avoid this pain for others, could there be a pop-up warning if someone tries to revert (or otherwise change) a payrun where an included employee has an end date set? Or if the end date has been changed? The details of how it works can be as is easiest to implement.
    See case CX0012556638…

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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  20. Make the Xero Me App receipt analysis feature (to autofill expense data) available to expense submitter users.

    I was pretty surprised to lean today it is currently only available for admin users, despite it being a feature to benefit the expense submission process.

    1 vote

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