For small businesses

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1. New Invoicing - Keep Classic Invoicing

   KEEP THE CLASSIC FORMAT FOR INVOICING

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   449 votes

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   434 comments  ·  Business features  ·  delete…  ·  Admin →
   not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.

   Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:

   • what’s available in new invoicing right now,
   • timelines for features and enhancements going live in new invoicing, as well as
   • a comparison table between the classic and newer versions of invoicing.

   We'll be updating this page regularly.

   
   

   Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.

2. Customer Statements - Ageing (30, 60, 90days)

   It would be great if we could add ageing on client/customer statements. (Current, 30, 60, 90 days) Many clients have requested that the ageing be displayed on their statements. Current, overdue and total isn't detailed enough..

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   411 votes

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   157 comments  ·  Business features  ·  delete…  ·  Admin →
   not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

   There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

   Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

   • Once you've got it set up, save as Custom so you can easily access this format anytime
   • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
   • Export the report to PDF, where you can send to customers from your email system outside of Xero

   We appreciate the one element missing is the ability to send from in Xero, but to be open and upfront we don't have direct plans for making this change within customer statements in the foreseeable future. Thanks

   Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

   There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

   Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

   • Once you've got it set up, save as Custom so you can easily access this format anytime
   • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
   • Export the report to PDF, where you can send to customers from your email system outside of Xero

   We appreciate… more

3. Invoicing - Remove 'Powered by Xero' in Footer of emails

   Remove 'Powered by Xero' Advertisement on the footer invoice emails (only recently added)

   101 votes

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   151 comments  ·  Business features  ·  delete…  ·  Admin →
   not planned  ·  AdminHannah G (Admin, Xero) responded

   Hi everyone, appreciate this topic has picked up momentum in the last couple of months since “Powered by Xero” was first introduced to our invoice emails.
   Our product team have been working through the next iteration of the invoice email. They’ve reviewed feedback about this email from multiple sources and are planning some changes to address some of the concerns, in particular that the purpose of this feature is for marketing and advertising purposes. This feature was developed, designed and implemented will the sole intention of increasing trust with the invoice emails we generate inside the Xero platform. The data after delivering this has shown that it does just that, increasing engagement with your invoice emails and ultimately getting you, our customers, paid faster.
   Therefore the “Powered by Xero” footer will remain in place, however we will be reducing its size, better integrating it into a redesigned email experience and removing the hyperlink to Xero.com.
   This new email experience is focussed on uplifting our invoice experience to meet expectations from you and your customers to provide a professional, informative and modern experience. This new experience will be coming to New Invoicing first and then to our other invoicing tools like Reminders in the coming weeks.

   Hi everyone, appreciate this topic has picked up momentum in the last couple of months since “Powered by Xero” was first introduced to our invoice emails.
   Our product team have been working through the next iteration of the invoice email. They’ve reviewed feedback about this email from multiple sources and are planning some changes to address some of the concerns, in particular that the purpose of this feature is for marketing and advertising purposes. This feature was developed, designed and implemented will the sole intention of increasing trust with the invoice emails we generate inside the Xero platform. The data after delivering this has shown that it does just that, increasing engagement with your invoice emails and ultimately getting you, our customers, paid faster.
   Therefore the “Powered by Xero” footer will remain in place, however we will be reducing its size, better integrating it into a redesigned email experience… more

4. Invoices - Ability to recognise future revenue

   The ability to recognise future revenue from the invoice.

   Purpose: To find out the future revenue, because for some businesses the invoice that they’ve issued to their customer is the revenue for the future month.

   101 votes

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   62 comments  ·  Business features  ·  delete…  ·  Admin →
   not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi all, appreciate the interest and rationale in wanting to be able to recognise revenue of a sale at a date different to that of the invoice or payment date.

   While this maybe a function we look to explore in the long-term we want to be upfront that this is not something we'll be developing in the near term. In the meantime it may be best to look into connected apps that can solve for revenue recognition. We'll be sure to let you know if there's any change around this, here.

5. Product & services - Create custom (tiered) price lists for contacts

   Ability to create multiple price lists for the same inventory items, and be able to set a default for each contact.

   To enable tiered pricing for different groups of customers. Would save time and require less manual checking

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   91 votes

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   97 comments  ·  Business features  ·  delete…  ·  Admin →
   not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi all, thank you for contributing to idea here. While our Inventory team have reviewed the idea for custom / tiered price lists in Xero, we want to be open that we do not have development planned for enabling more extensive Inventory management like this.

   There are many Inventory apps that connect with Xero and offer these types of services and more - You can explore these on Xero App store. To be transparent we will update the status to not planned - If there is any change to this we will share with you here.

6. Lock Dates - Allocate Credit Notes to Invoices/Bills before a Lock Date

   Ability to apply credit to an invoice that is issued within a lock period

   Purpose: Apply credits from within a locked period to sales invoices

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   62 votes

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   22 comments  ·  Business features  ·  delete…  ·  Admin →
   not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.

   Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.

   When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals can change important reports like the Balance Sheet and the P&L(Income Statement), as well as impacting your local sales tax.

   So to be clear

   • An invoice in a locked period can be settled with a credit note which is not dated in the locked period because we are able to build the correct journals on the date of the credit note
   • A credit note in a locked period can be allocated to an invoice which is not dated in the locked period because we are able to build the correct journals on the date of the invoice
   • If both credit note and invoice exist in the locked period then they can’t be allocated against each other because we can’t build journals in the locked period

   Xero prompts you to allocate credit as soon as there is both credit and something which it could be allocated to. If you skip that prompt and have both documents entered but unallocated before you locked the period, then to allocate them you need to allow new journals to be created in that period, meaning you will need to unlock the period.

   Lock dates provide a lot of security and comfort for people who set them once they've filed with tax authorities, ensuring that neither deliberate nor unintended changes end up altering their tax position and making them no longer compliant. We therefore have no plans to change how lock dates work.

   Hi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.

   Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.

   When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals… more

7. Batch Payments: Reference from the Bill instead of Contacts

   When generating a batch payment for multiple bills, the reference column of the batch payment is driven from the reference field within the supplier contact.

   When a batch payment is made the reference is automatically set from contacts rather than the reference on the invoice. This means that in the reference column of the batch payment the invoice reference is required to manually added, doing this also updates the contact which means this process has to be completed every month otherwise you end up exporting payments with the previous months invoice reference as the payment reference.

   The simplest fix is just make the reference for the payment driven from the reference on the invoice, as this is the information the supplier wants to see when the payment hits their bank statement.

   When generating a batch payment for multiple bills, the reference column of the batch payment is driven from the reference field within the supplier contact.

   When a batch payment is made the reference is automatically set from contacts rather than the reference on the invoice. This means that in the reference column of the batch payment the invoice reference is required to manually added, doing this also updates the contact which means this process has to be completed every month otherwise you end up exporting payments with the previous months invoice reference as the payment reference.

   The simplest fix is… more

   29 votes

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   30 comments  ·  Business features  ·  delete…  ·  Admin →
   not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, rounding back we appreciate there hasn't been much explanation before now on why this idea is not planned. 

   Coming across from our previous forums this has been reviewed by many of our team in product. To start, and explain logic behind the scenes - Xero allows references to be pulled from either:

   • what's been entered as a reference for the contact, or
   • the bill reference

   Batch payments is designed to cater for businesses that require the same reference for every invoice via the reference entered in the Contact record.

   👉For example utility companies needing an account number entered as a bill reference; so that the utility company knows who paid them.

   If you need to have all the payee references be pulled from the bill instead of the contact record then you can remove the reference from the contact field when processing your batch. Moving forward all of the bills selected for the batch payment will have their reference pulled into payee details.

   While we’ll continue to enhance the flows and visuals through the batch experience, we don’t have any intentions of changing the way in which the reference’s here behave at this time. Thanks

   Hi everyone, rounding back we appreciate there hasn't been much explanation before now on why this idea is not planned. 

   Coming across from our previous forums this has been reviewed by many of our team in product. To start, and explain logic behind the scenes - Xero allows references to be pulled from either:

   • what's been entered as a reference for the contact, or
   • the bill reference

   Batch payments is designed to cater for businesses that require the same reference for every invoice via the reference entered in the Contact record.

   👉For example utility companies needing an account number entered as a bill reference; so that the utility company knows who paid them.

   If you need to have all the payee references be pulled from the bill instead of the contact record then you can remove the reference from the contact field when processing your batch. Moving forward all of… more

8. Bills - Create a Supplier Statement

   Ability to view supplier activity including payments & credits within a period.

   Purpose: Would help with validation and reconciling of supplier accounts, especially where payments are not specific to a bill.

   25 votes

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   44 comments  ·  Business features  ·  delete…  ·  Admin →
   not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

   We understand and value our community's enthusiasm for Supplier Statements.  Our product team recently engaged directly with several of our partners and customers to provide greater insights into the needs of viewing supplier activity, and how we might provide a solution.
   What we discovered was that the majority of the functionality requests for viewing supplier activity exists within Xero today. However, we haven’t done a good job in explaining where and how customers can use existing  reports to complete the tasks. .
   As a direct result we’ve created this help on Xero Central on some of the reports that you could use, and steps to create and export this view.
   With so much change we want to help our customers re-discover Xero reporting, and you can read all about latest changes through our Blog.
   
   Along with this there are a few product changes to make reports that support supplier activity easier to find.  
   
   We’ve uplifted the Contact Transactions - Payable report and renamed this to the ‘Supplier Bill Activity’ which you can access directly within the Reports Centre. If you’d like to take that next step - set up the report, save as custom and favourite to make this one of your top options!
   
   Understanding how our customers value the detail of the Account Transactions report, we’re adding both Contact and Invoice # fields to this report! When delivered you’ll be able to further filter and customise this report using both these fields - Stay up to date on this idea here.

   We are aware that some customers would like the ability to format and send these reports as well. It’s not possible within Xero and not on our current roadmaps for 2022. It is something we will continue to monitor feedback on and consider amongst other priorities in the future.

   We understand and value our community's enthusiasm for Supplier Statements.  Our product team recently engaged directly with several of our partners and customers to provide greater insights into the needs of viewing supplier activity, and how we might provide a solution.
   What we discovered was that the majority of the functionality requests for viewing supplier activity exists within Xero today. However, we haven’t done a good job in explaining where and how customers can use existing  reports to complete the tasks. .
   As a direct result we’ve created this help on Xero Central on some of the reports that you could use, and steps to create and export this view.
   With so much change we want to help our customers re-discover Xero reporting, and you can read all about latest changes through our Blog.
   
   Along with this there are a few product changes to make reports that support supplier… more

9. New invoicing - Classic Invoicing to remain default invoicing

   I do not like new invoicing, so I want to KEEP to original invoicing for as long as I possibly can Until End of Feb, without having to manually scroll down to the bottom of the page everytime I log in and manually select original invoicing every time.

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   17 votes

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   12 comments  ·  Business features  ·  delete…  ·  Admin →
   not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, while we appreciate your feedback here. With the retirement of classic invoicing in February, and to help customers get used to the new invoicing experience this default will continue to apply.

   As we continue to improve the new experience this means customers may find updates that help their workflow and adopt the new experience.

   The option to switch back to classic will be available and we understand this is the experience some customers may choose to use up until the retirement date.

10. Repeating Invoice - Update repeating invoice if contact email address is changed

    It would be good to have the option to update any repeating invoice if the contact email address is changed, whether it could be a pop up reminder to update the repeating invoice or automatically update it if it is the only address against the contact. This would save time and any errors if the repeating invoice is not updated

    16 votes

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    19 comments  ·  Business features  ·  delete…  ·  Admin →
    not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

    We value your feedback and appreciate everyone that's shared benefits found by being prompted of a change in contact email. 

    While this has been looked into by our Product teams, we want to be honest that we don't have plans for re-developing a prompt on repeat invoices when a contacts email is updated at this time. We'll move this idea to not planned, and if there's change for this down the line we'll be sure to return & update on that, here. Thanks

11. New Invoicing - Feedback

    What I like that you added:
    * Saving as draft!
    * New Due Date drop-down selections (e.g. 14 days)

    What I do not like:
    * No "add another invoice" option after save + print PDF, more clicks now
    * When save + print PDF, now opens a new tab that needs closed, more clicks
    * Cannot "copy" the invoice line "item" - I usually create many lines that I used to be able to copy & paste the "item", now more clicks
    * Too much whitespace and font too large, I want to be able to see the data w/o having to scroll - while it is nice you allow turning off some fields (e.g. discount) please allow resizing fields, changing overall font size, or somehow make a "compact view"

    What I like that you added:
    * Saving as draft!
    * New Due Date drop-down selections (e.g. 14 days)

    What I do not like:
    * No "add another invoice" option after save + print PDF, more clicks now
    * When save + print PDF, now opens a new tab that needs closed, more clicks
    * Cannot "copy" the invoice line "item" - I usually create many lines that I used to be able to copy & paste the "item", now more clicks
    * Too much whitespace and font too large, I want to be able to see the data w/o… more

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    14 votes

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    45 comments  ·  Business features  ·  delete…  ·  Admin →
    not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
    We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.

    There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve also developed smart suggestions for due dates based on common dates people use most, or you can use Xero’s keyboard shortcuts to save time entering dates in Xero. If you have set a default due date in your invoice settings this will be applied when using new invoicing.

    Not being focused on a single idea alone, we’re going to close this thread, but please rest assured that we are taking on board your valuable feedback and there are even a couple of existing ideas mentioned in your feedback that you could join to monitor progress on, such as being able to reduce the number of steps and clicks involved in new invoicing, New Invoicing - Add line number, Invoice | Less clicks for printing PDF and sending receipts, and Invoicing | History - Show detail of action made.

    Our invoicing product team are very keen to keep improving new invoicing and encourage you to start a new idea if you’re unable to find an existing one that matches your needs.

    Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
    We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.

    There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve… more

12. New invoicing doesn't contain previous useful features

    New invoicing version makes me tick 'Include files as attachments' for every invoice I send off, whereas the old invoicing remembered my defaults. I prefer the old way where my preferences were saved.

    New invoicing also cannot preview attachments, it always has to open a new tab to view an attachment. Old invoicing I could preview an attachment on a pop up within the same browser tab. I prefer just viewing the attachment quick within the same screen, I personally don't like having another tab that needs closing.

    Invoicing notes are inaccurate. For example; the system keeps marking invoiced as unsent, when I know I have just sent them.

    When I mark a payment towards an invoice, whether the payment is in full or a deposit. Xero kicks me out of the invoice and takes me back to all the bills. So I then have to go back into that invoice in order to email it off. I prefer to mark the the invoice as paid if its been paid, before emailing out the invoice so to not confuse the customer. So its very annoying having to click back into the invoice every time.

    New invoicing version makes me tick 'Include files as attachments' for every invoice I send off, whereas the old invoicing remembered my defaults. I prefer the old way where my preferences were saved.

    New invoicing also cannot preview attachments, it always has to open a new tab to view an attachment. Old invoicing I could preview an attachment on a pop up within the same browser tab. I prefer just viewing the attachment quick within the same screen, I personally don't like having another tab that needs closing.

    Invoicing notes are inaccurate. For example; the system keeps marking invoiced as… more

    7 votes

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    1 comment  ·  Business features  ·  delete…  ·  Admin →
    not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your thoughts and feedback on how you'd like to see new invoicing developed. All your feedback here is being shared with the team as they continue to iterate and develop this new experience. 

    That said, in order for us to get a better understanding of interest for the different points raised here it's best for us to track and update any progress on these each separately. We appear to have ideas for each of the points mentioned in the thread here and I've linked these below so you can join and follow any updates for each. 

    • New Invoicing - Remember default settings
    • New Invoicing - Open attached files in the current window
    • New invoicing | History & Notes - Show email sent to
    • New Invoicing - After adding payment, return to the same invoice, not the Sales Overview
    • New invoicing - Auto adjust the column width when additional columns are added
    • New Invoicing - Option to include attached files when clicking Approve & email
    • New Invoicing - Print PDF option

    Thanks for sharing your thoughts and feedback on how you'd like to see new invoicing developed. All your feedback here is being shared with the team as they continue to iterate and develop this new experience. 

    That said, in order for us to get a better understanding of interest for the different points raised here it's best for us to track and update any progress on these each separately. We appear to have ideas for each of the points mentioned in the thread here and I've linked these below so you can join and follow any updates for each. 

    • New Invoicing - Remember default settings
    • New Invoicing - Open attached files in the current window
    • New invoicing | History & Notes - Show email sent to
    • New Invoicing - After adding payment, return to the same invoice, not the Sales Overview
    • New invoicing - Auto adjust the column width when… more

13. Pay with Wise - Ability to have multi-currencies payments

    Integration with Wise bank making multi-currencies payments

    Could you please add more currencies on the list for making payments from Xero to Wise? Now is available just GBP UK account. Can you add currencies - AUD, EUR, CZK, USD?

    7 votes

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    2 comments  ·  Business features  ·  delete…  ·  Admin →
    not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, while we have removed the Pay with Wise feature follow on from our last update we wanted to confirm that we have released UK bill payments in Xero. 

    Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog

14. new invoicing does not show $0 after payment is applied

    new invoicing does not show $0 after payment is applied unlike classic invoicing why why why ?

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    6 votes

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    1 comment  ·  Business features  ·  delete…  ·  Admin →
    not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, this is unexpected behaviour and something we'd need to take a closer look into. If not already I'd recommend raising a case with our team at Xero Support where our specialists can get more detail and access to your org to investigate. 

    While we'll move the idea here to Not planned this is something we'd like to help you with so please do come into our Xero Support team, who can escalate if required. 

15. Xero - Maintain previous design style in Xero

    Keep the Xero Classic Look everyone preferred.

    The design of the New Invoicing, Bills and Fixed Assets pages are sadly reminiscent of an excel spreadsheet.

    One of the enjoyments of the Xero software compared to its competitors are the fresh, clean pages that make it inviting to use. When changing to new function, Xero has changed its design elements and is missing the 'attractiveness' that has been part of Xero's signature branding.

    Specifically black text, flat checkboxes, grey cell borders and grey column headers makes it feel like an outdated 1990s program.

    I am hearing similar comments from my clients. Although functionality is a priority, the design of a product is very important to the experience of using the software.

    Recommendations to keep with the blue accents, shadow checkboxes and less obvious cell borders would bring the page back into the modern fresh feel that made it more appealing to use as a business's main accounting tool.

    Keep the Xero Classic Look everyone preferred.

    The design of the New Invoicing, Bills and Fixed Assets pages are sadly reminiscent of an excel spreadsheet.

    One of the enjoyments of the Xero software compared to its competitors are the fresh, clean pages that make it inviting to use. When changing to new function, Xero has changed its design elements and is missing the 'attractiveness' that has been part of Xero's signature branding.

    Specifically black text, flat checkboxes, grey cell borders and grey column headers makes it feel like an outdated 1990s program.

    I am hearing similar comments from my clients.… more

    5 votes

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    0 comments  ·  Business features  ·  delete…  ·  Admin →
    not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback here, and I've shared this back with our teams at Xero. We want to be upfront that as we continue to develop Xero products and features and update technology, this will ultimately result in some change to designs, actions and flows.

    Product ideas here is a great place to share what improvements we can make in specific features or how we could develop new features that would enable you to grow your businesses.

    As we make decisions around new experiences we're keeping customers front of mind. Our product teams regularly review feedback and consider asks from our community in product ideas. We also do thorough testing before changes are released, to try and make transitions as smooth as possible for our customers.

16. New bills dashboard visually unpleasant - requires 'classic view' option.

    The new bills dashboard has weird oversized fonts and therefore appears busy and cluttered. Most of Xero has reasonable pages which are easier to read - like the invoice lists for example. This new version is not nice or professional. Not sure why there couldn't be an option for different view settings (the 'compact view' button does almost nothing). If this continues as a trend in Xero, we will likely move.

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    3 comments  ·  Business features  ·  delete…  ·  Admin →
    not planned  ·  AdminEthan M (Admin, Xero) responded

    Hi James,

    Thanks for sharing your feedback around the new bills screen.

    I can confirm it’s not possible to revert to the older bills screen, and there are no plans to introduce this as an option.

    The changes to the look and feel of the bills list are part of a wider technology upgrade that allows us to deliver new features more quickly in the future.

    Just to confirm, I’ve attached a screenshot of the refreshed bills experience from my test org. 

    I wouldn't say any of the text here appears weird or oversized, if you’re experiencing something different on your end, can you have a chat with our support team?

17. BRING BACK CLASSIC INVOICING

    BRING BACK CLASSIC INVOICING
    We are extremely frustrated with Xero's recent change to email branding, which now forces our invoices and communications to include the Xero logo. This change makes our company look unprofessional and cheap, as if we are using a third-party service rather than managing our own finances.

    Branding is crucial for maintaining trust and credibility with our clients, and this decision undermines that. As a result, we are now reverting to manually sending invoices outside of Xero to maintain our professional image—adding unnecessary time and effort to our workflows.

    We urge Xero to reconsider this approach and allow businesses to control their own branding in client communications. Please provide an option to remove Xero branding from emails.

    BRING BACK CLASSIC INVOICING
    We are extremely frustrated with Xero's recent change to email branding, which now forces our invoices and communications to include the Xero logo. This change makes our company look unprofessional and cheap, as if we are using a third-party service rather than managing our own finances.

    Branding is crucial for maintaining trust and credibility with our clients, and this decision undermines that. As a result, we are now reverting to manually sending invoices outside of Xero to maintain our professional image—adding unnecessary time and effort to our workflows.

    We urge Xero to reconsider this approach and… more

    4 votes

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    1 comment  ·  Business features  ·  delete…  ·  Admin →
    not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback here and I see you have also found the idea around the Xero logo shown on invoices sent to customers.

    We want to be transparent that we will not be bringing back classic invoicing, however we are still committed to developing and bringing further improvements to new invoicing that we know matter to our customers. You'll find a few ideas that have been raised across the forums here that are in the progress of being worked on by our product teams.

18. Invoice - Display sales margin

    Xero has the sell price and cost price of our products. When my sales team create a quote or invoice, why isn’t there a display of the profit margin on invoices and quotes to help them see their profitability?

    4 votes

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    10 comments  ·  Business features  ·  delete…  ·  Admin →
    not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, though we don't have plans to include at an invoice level, you can run the Inventory Item details report to view the margin of items within a period. 

19. how do I go back to the old quote

    how can I revert back to , or can I revert back to the old quote system ?

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    6 comments  ·  Business features  ·  delete…  ·  Admin →
    not planned  ·  AdminDana A (Admin, Xero) responded

    Appreciate your idea, Peter. Right now, we’re currently building a greater consistency between Xero experiences. And one of the projects that supports this is the quote modernisation - Read our blog here for more information. 

    We understand that these changes might take a little time to get used to, and we don’t have plans to revert back to old quotes. But rest assured that we're committed to continuously upgrading our technology. So we’ll move the status of this idea as ‘not planned’. 

20. Custom reports

    Custom Reports on Xero are not really true custom reports as they are limited to only some data.

    On some other accounting packages you can include almost any financial or labelled data or contact.

    We recently had to recall a product - we could report on which clients had purchased the product but could not draw up a report that included who purchased the item with their contact details or email alongside.

    The info is all sitting in the Xero database but we had to individually look up over 50 email addresses to write to them about the recall.

    This took around 1 hour. Had we been able to pull up a custom report it would have taken a couple of minutes at worse.

    Custom Reports on Xero are not really true custom reports as they are limited to only some data.

    On some other accounting packages you can include almost any financial or labelled data or contact.

    We recently had to recall a product - we could report on which clients had purchased the product but could not draw up a report that included who purchased the item with their contact details or email alongside.

    The info is all sitting in the Xero database but we had to individually look up over 50 email addresses to write to them about the recall.

    This… more

    4 votes

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    3 comments  ·  Business features  ·  delete…  ·  Admin →
    not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, while we appreciate feedback from you all here I want to be open that we don't intend on enabling the ability create a complete custom report that could include any data field across Xero. 

    
    

    That being said, our Reporting team have put a lot of focus into Xero's new reports to provide more visibility of activity and transactions, and flexibility to our users in the way they set these up. 

    
    

    Appreciate the specific details you've noted here aren't currently available in Xero - the closest would be Smart Lists however this is limited to customers at present - if this is something you'd often look up I'd recommend adding your support to the idea here. 

    
    

    We'll keep developing on Xero's reports - so if there is specific detail/results you'd like to see in a report welcome to start ideas for these that we can gather interest on.