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  1. Please change the new invoicing so when we copy the invoice, the previous contact automatically appears as default

    We should not be choosing the customer each time we copy an invoice

    167 votes

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    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

  2. When choosing item code and description, I want the ability to leave the rest of the fields blank. Classic invoicing had no problems with it. The new invoicing wants to populate QTY, UNIT PRICE and AMOUNT. Makes the invoice look unappealing.

    119 votes

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    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

  3. The ability to add a tracking code from within the 'new invoicing' bills.
    Classic invoicing has this ability and it would be excellent to have it in the new invoicing also.

    128 votes

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    Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here. 

  4. Ability to flag individual bills as in dispute

    Purpose | To enable review and ensure the business does not make payment for a bill when it's currently 'under query'

    888 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

  5. Bills: unapprove option

    Have the option to unapprove a bill so it can revert back to draft/awaiting approval rather than having to void a bill and re-enter it.

    399 votes

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    Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

    The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

    Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

    • Void the bill
    • Copy the bill
    • Reattach any files (IF any) from the voided bill to the copy of the bill

    A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…

  6. Please move the SAVE for the New invoicing to the bottom as per old invoicing. When you have an invoice with 30-50 items and then have to scroll back up to save it adds to the pressure of getting things done.

    Or Better still

    Leave the old there until you've got it together and your Paid subscribers are happy.
    We are seriously looking at moving away from XERO due to all the changes you impose on us without proper UAT. More often than not it creates more work for us and causes more stress we just dont need in an…

    9 votes

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    Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes. 

  7. We would like the ability to reconcile transactions against a statement in addition to just reconciling from the bank feeds.

    There have been so many issues with bank feeds, that often we find the statement balance does not match Xero. The issue with running the reconciliation report is that some banks will have some transactions from the closing date in the current statement and some of them on the next statement. The only way for us to break it out and match the balance is to export transactions to a spreadsheet and then change the date of those transactions in…

    67 votes

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    Hi community, thanks for all your input into this idea. Right now, our product team are looking into this space and we'd like to invite any US based users in this idea to participate in some early concept testing.
    ✍️If you'd like to be a part of this please fill in this short questionnaire.
    Spots are limited, and please note that we may not be able to contact or schedule everyone who registers their interest.
    We'll round back to share any progress with you all on the idea here.

  8. Update new Invoicing to allow sending invoices to contact groups as you can in the classic invoicing. It's ridiculous that something so useful has been left behind in the switch to the new style. I need to be able to amend the invoices I send out based on the individual needs of the group. It saves so much time to be able to create a default set of drafts that I can amend rather than having to go to each individual and create an individual invoice within that group. Please guys, piull this across!

    23 votes

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    Hi everyone, we updated this idea to Under Review a couple of months ago and to give a little more detail - We know being able to invoice all members of a Contact group is something that our users find valuable. While we don't have a timeframe for this change right now, we're committed to developing this in new invoicing before we retire the classic version. We'll keep you updated of progress through this idea.

  9. If you enter a duplicate supplier invoice via an email link into Xero bills, then Xero should advise/warn you that there is already an invoice in the system with the same reference/ amount. There should be the same warning that is given when a duplicate invoice is loaded into Xero bills manually.

    7 votes

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    Thanks for engaging and voting for this idea, everyone. Our product team have been thinking about how they might help alleviate the pain of identifying duplicate bills in Xero. We're at the point where we'd like to get some feedback on their designs and would like to offer the ability to share back with us.
    ✍️If you'd be interested in participating in concept testing of this feature please fill in this short form
    We may not be able to contact or schedule everyone who registers their interest, however we'll return to share outcomes, and any updates with you here. 😊

  10. Why do we have to switch back to classic to apply and over payment - This feature needs to be in the New Invoicing System. It creates a massive amount of clicking to get all the features needed.

    14 votes

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    Hi community, thanks for your engagement through the idea here. This is something we're looking to build into new invoicing. Atm, the team are a little busy with other pieces of work to improve the experience. I'll round back in to keep you updated of any progress toward overpayments in new invoicing with you all here.

  11. Can we please bring back the 'add last items' for an invoice?
    This saved us A LOT of time on regularly customers.
    Not sure why it was removed.

    3 votes

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    Thanks for your feedback on new invoicing here. Good to understand the features our users find most handy. The team are looking at many improvements they can make to continue to enhance this experience for our customers. While we can't commit to development as yet, this is something the team are looking into and we'll keep you updated of any progress of this, here. 

  12. Have an option that allows you to drag and upload receipts from desktop

    3 votes

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  13. When a selecting the new invoicing platform, you lose certain functions.
    The first function that has been lost is the ability to copy invoice data to a purchase order - this feature needs to added to the new platform as some business use this to purchase items that have been sold from a supplier and makes sure there are no errors.
    The second function is when invoicing from Project the time entered for that project is no longer being allocated to an invoice and showing in the project as not invoiced, this will cause doubling up on billing.

    25 votes

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    Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰 

    As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.

  14. OK so maybe it's obvious to you that Xero Product Ideas is under the 'Community' tab on xero central but can I suggest you mention it under 'Support' too, as that is where most people looking for help start?

    I tried searching 'feature request', 'request' etc on support and in the end had to open a case to find out you had a whole Product Ideas thing - I didn't think to look under 'Community' as I wrongly assumed that was just discussion.
    I can't be the only person who thought this way, especially when concerned about something that seems…

    6 votes

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    Hi all, we’ve now made Product Ideas available in Xero Central search, you’ll spot them in the results with their green label for “Product Idea” or you can filter your search under “What do you want to do?” to select “Share an idea”. 😁

    As mentioned in our last update we’re also looking into making Product Ideas easier to find - we’ll update this idea once we’ve got more to share.

  15. Bring back the pop up on the invoice page.

    One thing that the new invoices do not let you do that is a real deal breaker for me is to view the back up in a pop up on the same invoice page. Going back and forth from two pages is really hard for me to check the correct input of many lines on my invoices. Xero.... please, please do not drop this.

    2 votes

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  16. Scenario - Multiple projects open. If materials are purchased at eg a builders merchants for mutliple projects on one invoice/receipt, it's not possible to allocate the spend to individual projects which is madness. It seems that the total invoice/receipt must be assigned to ONE particular project. When materials are bought, it's often far cheaper to buy them in bulk, hence buying for more than one project at the same time. It should be possible to therefore assign individual lines on the invoice to a particular project (a bit like tracking).

    2 votes

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    Hi Clare, if you're adding an expense from within a project, it's expected that the expense you're creating is related to the Project you're in. You could create a Bill within the Bills to pay area where you can assign individual lines of your bill to different Projects. 

  17. Ability to create an invoice template that saves the line items, e.g description, quantity etc
    Instead of having to manually enter the same description for each new invoice created, just save it as a template. Not just as a branding template.

    2 votes

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    Hi Morgan, if you have common inventory and services you trade, you could look at saving these as items to your Products and services. When invoicing you'd simply use the Item column to find and select what needed to be included in the invoice, saving you time from having to enter repetitive data. 

    Appreciate there is a little hurdle if you're looking at adding 'description' only lines with new invoicing atm and this is something we're looking into and you can follow updates for this across on this idea

  18. Would be good to have a function within fixed asset register that allows to part dispose of an asset and to revalue.

    216 votes

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    Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero.  Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology. 


    However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.


    As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.

  19. The filter right now only allows to select all or select/deselect some, but sometimes it would be easier to be able to just exclude something (an account, a group of accounts, a contact, an invoice etc).

    17 votes

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  20. Why does the Project record not cross-reference the invoice number when the project is invoiced?
    And why do they not have dates that they were created or invoices?

    2 votes

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    Hi Liz, perhaps misunderstanding where you're looking at this from? Within a Project you can click on the Quotes & invoices tab to view Invoices that have been raised with the Project assigned and this will also show the Invoice and Due dates. 

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