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  1. Provide the ability to directly save invoice as a pdf like it did in classic invoicing, rather than opening it in Chrome and then having to click the download button etc, the old way was more efficient.

    144 votes

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    Hi everyone, as of today we have released a change to this process. Rather than opening the PDF in a new browser window, now when you click Print PDF in new invoicing the file will automatically download for you to Print from your device. We thank you for your feedback on this.

  2. With the new invoicing the branding theme is not available which is an important feature for us since for different clients we had different branding theme. Can this be added to the new invoicing system? Please refer to the attached. We cannot switch to this new invoicing if branding them is not added and it seems in September we will not have a choice. Clicking on edit invoice is not a solution. This info was available with the old system without clicking edit invoice

    68 votes

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    Understand the sentiment and urgency in wanting this feature available. We've just released an update so now you can view the branding of an invoice when viewing. This is visible on invoices with Awaiting Payment and Paid status 🙂

    Thanks for your feedback and staying across the progress with us here. 

  3. open attached files (especially PDFs) in the current window (same as old invoicing), not in a new tab which is automatically happening with new invoicing.
    is frustrating as you now need to go back and forth between tabs if you want to transpose info from the attachment into the invoice.
    Much more user friendly the old way with a resize-able/move-able viewing window within the same tab

    78 votes

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    Hi team, thanks for staying tuned into the idea here for update of files preview. Our team have released a change, and you'll now find when you 'view' a file attached to an invoice this'll now show a side by side view so you can transcribe any detail as needed from the attachment to your invoice. ✨

  4. Display the item PRODUCT CODE (similar to the old invoicing) - we have a lot of similarly named products, so need to see the product code to differentiate.

    103 votes

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    Quick turn around on this one, team. Today we've released a change, and you'll now find item code is shown when viewing an invoice with new invoicing. Thank you for your feedback and voting on this idea. 

  5. In Classic Invoicing there is an X to delete a line. In New Invoicing I have to click on the 3 dots then select Remove from the 2 options that are displayed (Save to inventory or Remove). Please can the function of a single click on the X be retained.

    34 votes

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    Thanks for your feedback and tuning into the idea here, everyone. Our team have been doing a lot of work in this space to iterate on new invoicing and improve the experience for our customers. 

    With one of our most recent updates the team implemented a change to the way you delete lines of your invoice. You'll now see a small 'bin' icon at the end of each line enabling you to easily delete lines as needed, without any extra clicks. 🙂

  6. Why has this been removed? I genuinely can't understand any good reason for doing so from a Xero user perspective. Please reinstate as soon as possible! It is such a helpful, immediate visual tool to be able to qet a quick insight into a client, or suppliers, payment history and patterns of behaviour. It highlights immediately where there may be gaps and is something I (and others in our business) make use of on a daily basis. Additionally, as someone who benefits from visual learning, to completely take this option away is hugely disappointing. I'm now faced with a page…

    95 votes

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    Hi all, if you hadn’t already spotted, the Money in/out graph is back 🎉

    It shows the cash in and out over last 12 months, and you can still mouse over the graph to show the actual amounts. The bars now have a minimum size for visibility! In the old graph depending on the difference in cash amounts the smaller bar would sometimes not be visible.

    With this updated version you can switch to a table view that was added for our accessibility users/ those who prefer seeing a table rather than a graph. You can also choose to show or hide the graph entirely, just use the overflow menu above - see screenshot for illustration.

    Thanks again for all your feedback on this change, we’re glad to be able to bring back an improved version!

  7. The new invoicing system no longer shows the invoice number on the tab. It's handy when going between programs to use the said invoice number

    35 votes

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    Appreciate you all staying tuned into the idea with us here, everyone. We've made a recent update where you can now see the invoice number in the browser tab when viewing an invoice with new invoicing. 

  8. Can I also please say, how frustrating it is that you can not now attach a file to a contact from the file library. This is how we have always attached our end of month creditor statements, that are emails to us, we have always forwarded these directly the file library, re name as required and then attach to the contact from the file library when completing the checking process for each creditor. This now will mean that statements can not be forwarded directly from the creditor email but will have to now be saved into a PC desktop file…

    76 votes

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    Hi team, we've now released the ability to upload files directly from your computer to a contacts record! As noted in our last update, you'll find;

    • The file library uploader option is now back on the Files tab of the Contact overview
    • We display all files (including previously attached ones) allowing you to attach a file to multiple documents (e.g. Contact, Invoices…)
    • We've enabled the ability to add multiple files from file library in one go

    Thanks again for all your feedback around this and we appreciate you staying tuned to the idea here. 🙂

  9. The 'old' balance sheet showed the fx rates as a note at the bottom - can we have the option to add this to the new balance sheet layout.

    99 votes

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    Hi everyone, we've just released disclosures for foreign currency in Balance Sheet, Profit & Loss, Trial balance, Movements in equity, Budget Variance and the Blank reports.🙂
    When you run one of these reports in base currency you'll see indicators next to amounts that have been translated that show the exchange rate that was used.
    Where applicable and you run one of these reports in a foreign currency there will be an indicator next to the currency sub heading that links to a note which display the exchange rates at which the base currency has been translated to foreign currency as at the report date, and any comparative dates.
    We'll be extending this feature across more reports and I'll return to share as these come available. Thanks!

  10. The edit contact format has recently been changed and I now have to click through multiple tabs to edit and view contact info. This is much more time consuming. I would like to be able to edit and view all contact info on one page.

    515 votes

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    Hi all, returning now a few weeks on from our last update, we’re going to move this idea to Delivered! ✅

    You'll now find a single page for editing contact details, with the added benefit of using the tab selections on the left panel to go directly to your chosen section on the contacts add/edit page.

    Again, thank you for all your comments here - we know this has been a highly anticipated feature for community. Your feedback helps us to continue to shape the future of contacts at Xero.

  11. New Invoicing - Import invoices from csv file as can be done in Classic Invoicing screen

    13 votes

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  12. We have many suppliers that reject invoices if we send them direct from Xero. Hence we have to download a PDF copy and email it manually from our finance inbox. This process now takes 5 clicks as opposed to one click in classic invoicing. The new process is to click "Approve & Email", but then to exit this screen. Then move across the screen to the left top corner and check the box to mark it as "sent", then move all the way back to the right and click "Print PDF" and then wait for it to open in a…

    12 votes

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    Hi community, today we released the ability to mark an invoice as sent when printing in new invoicing. Now, when you select to 'Print PDF' you'll receive a prompt to ask if you'd like to mark the invoice as sent - see in my image below. Thanks again for your engagement on this here 😊

  13. We are seeing more emails that are sent from within Xero being flagged as Spam or put in Quarantine, especially if the recipient is using Outlook 365.

    Xero need to implement DKIM to reduce the number of false positives like this. It's very easy to implement and the benefits to Xero users would be enormous.

    71 votes

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    Thanks all for you feedback on comments on this thread. We want to confirm that that DomainKeys Identified Mail (DKIM) is currently active for all Xero sending mail addresses used by the Xero platform and are regularly reviewed and updated. Since Xero handles the sending of emails from our platform there is nothing to be done from your side and can be assured that their is no risk to deliverability of emails as a result of the changes. Since there is no visibility of this change in the Xero UI we suggest those who still want further confirmation to review the Global DNS Propagation Checker which confirms that DKIM is enabled for all our regions. The best option if you're still finding mail sent from Xero isn't getting to a recipient or is landing in their spam or junk folders is to ask the customer to whitelist @xero.com and @post.xero.com…
  14. Ability to show more statement lines during reconciliation in one page.

    Purpose: To save users time from scrolling and changing the page.

    970 votes

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    Thanks again, everyone! I can now confirm we've officially released these changes to all users. 🤗

    As a quick recap of what's been released - From the Reconcile page your bank account now shows up to 50 statement lines at once.  There is also a search bar at the top of the page where you can enter details from your statement lines including; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code. Within the search you have filters to help you narrow down the date range or  amounts that you want to reconcile - For more insight on recent changes see our Blog.

    We really appreciate your engagement of this over time and sharing with us through the Product Ideas site, here. 

  15. In the new format Bank Reconciliation report, can we please add a 'select' option for the bank account field, similar to the 'Account Transactions' report and how we can 'select' multiple CoA codes to look at at the same time?

    I have a client that has 30+ bank accounts, and having to run the bank reconciliation report 30 times to check if they are reconciling/have errors is very painful.

    123 votes

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    Hey community, just following on from Kelly’s update a few weeks ago, you can now add multiple bank accounts to the Bank Reconciliation report 🎉

    In the new Bank Reconciliation report pack, you can now click ‘Add report’ to add in a new Bank Rec Summary report for each of your accounts - removing the need to run the report again each time you change bank accounts.

    Thanks again for all your feedback on this one 😊

  16. General Ledger Exception Report

    Getting new updates and new reports is fine but can you please keep this GL Exception report (old version) or else make arrangements to create the same report in the updated versions of General Ledger Reports.

    This report is very useful and crucial for setting up work papers.

    50 votes

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    Hey community, thanks for your interest in this idea, and for sharing your feedback on the new reporting experience.

    We’ll be rolling out a new version of the General Ledger exceptions report, and you should see start to see it pop up in your reporting centre from today 🎉 

    Unlike the older exceptions report, this is a dedicated report. So you'll no longer need to navigate to the GL Summary to find it - saving you a couple of clicks!

  17. New Invoicing: In the classic invoicing, I can click in the discount area and the discount set in a customer's profile is automatically entered. I don't want to have to go in and look up each customer's discount every time I create an invoice. In the new invoicing, when I click in there it just waits for me to type something in.

    7 votes

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    Hi team, from new invoicing once you add a contact any sales defaults you have saved will be applied. Simply enter a Qty or Price and the discount saved for that contact will be applied.

    If you're not seeing the discount column on your invoice, click the show/hide fields on the left above the invoice body and make sure this has been selected.

  18. The new Bill view has lost the ability to highlight a certain bill when you tick the box next to it. In the old version if you ticked the box that bill would remain highlighted in grey so it was easy visually to know which bill you're currently working on. This has stopped since the new Bills view has come in. Any chance to can add it back? In the attached screen shot you can see a bill has been ticked but it remains white like all the others in the list.

    36 votes

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  19. In Classic Invoicing, you could copy an invoice to all sorts of things: Invoice, Quote, Purchase Order, Bill. See first screenshot.
    In New Invoicing, you can only copy an invoice to another draft invoice. See second screenshot.
    Please can you replicate the 'Copy invoice to a quote' functionality in New Invoicing?

    59 votes

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    Hi everyone, coming back to share that this is now live. You'll find within the 3 dot menu of new invoicing there is now the option to 'Copy to draft quote' 😊Thanks again for your engagement here. 

    If you're also interested in the other 'copy to' options, join and follow updates for these through the ideas below.

  20. 582 votes

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    Hi team, back again to let everyone know that the recent changes in Bank Reconciliation page have now been rolled out to 100% of users. 🎉

    As mentioned in my last update this includes a bar at the top of the page so you can search and filter statement lines based on your preferred criteria, and the options to the right side of the Search enable you to set a date or amount range to help filter down your view.😁 You now also have the ability to view up to 50 unreconciled statement lines on one page - See our blog for more recent updates 

    We thank you all for your contributions in this idea. I know there are some that are interested in still seeing the ability to sort from this view, and I wanted to share the new idea that's been raised where we'll begin to track this…

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