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I would be good to have the same information as the old version of XERO

"Beginning to review this idea" is NOT AN ACCEPTABLE response. This is not "an idea" but a critical audit trail requirement.

I'm just going to copy-paste what another user has written because this function was "lost" and should not be "under review" but, rather, "Sorry we forgot": "Beginning to review this idea"...ffs Xero this is a critical compliance issue. We simply MUST have a correct audit trail for invoices. It's not really an idea at all but a critical missing feature in new invoicing that was working perfectly in Classic."

Jim,

Few months ago, I found information about accounting software/apps on ATO’s website. ATO is not auditing them. It is up to us to ensure that they are suitable for usage. It is our responsibility, not ATO’s. I guess, market will sort it out eventually. It is so sad to see Xero’s self-destruction

They'll change their tune the moment they get sued because someone got fined after a poor audit result.

I wonder what ATO would say if they knew about the poor auditing being forced on us by Xero's poor development practices?

Kelly - Why has this issue been ignored for months when it is obvious that it is critical. I even lodged a formal complaint this week with my Account Manager.

281 votes should you something. Surely it is an easy fix !!!!

Not good enough !!!!!

"Beginning to review this idea"...ffs Xero this is a critical compliance issue. We simply MUST have a correct audit trail for invoices. It's not really an idea at all but a critical missing feature in new invoicing that was working perfectly in Classic.

@KellyMunro, is there any movement on this in the last 7 months. Seems like a very slow response time for a critical issue...

NEW INVOICING-HISTORY-NOW DRIVEN BY LOCK DATE - PLEASE BRING BACK THE HISTORY

NO HISTORY of emailing invoices (today) that were created before the lock date.

Xero suggestion/reply:
"When you send an invoice dated before the lock date, the invoice will be sent, however the History & notes cannot be updated as it falls within the locked period.

You can temporarily edit the lock date to send the invoice emails then reset the lock date"

THE INVOICE WAS SENT AFTER THE LOCK DATE, BUT THE HISTORY IS NOW DRIVEN BY THE DATE THE INVOICE WAS CREATED, NOT THE DATE YOU ARE SENDING/EMAILING THE INVOICE - WHAT A JOKE TO HAVE TO CHANGE THE LOCK DATES EVERY TIME YOU WANT TO SEND A COPY OF THE INVOICE, THE LOCK DATES ARE USUALLY SET BY AN ADMINISTRATOR, NOT SOMEONE ONLY HAVING CONTROL OVER INVOICING OR FOLLOWING UP ON OVERDUE INVOICES-THIS HAPPENS WHEN ONLY SENDING A COPY OF THE ORIGINAL INVOICE, NOT EVEN EDITING/CHANING THE INVOICE

NEVER HAVE I SEEN THIS IN ANY ACCOUNTING PROGRAMMES.

Xero - how long does it take to get this changed. It has been on the list for a while. Please fix it NOW.

Yes....must have this feature.
if an emailed invoice has been edited/updated and then re-emailed out, we need to see that it has been emailed out after the edit/update.

How can you depreciate CRITICAL information like this without even telling your customers! We have a group of 24 travellers. We need to track that everyone received their deposit invoice, then their second payment, then their balance invoice. Frankly it's appalling this was not communicated to your paying customers

I dont think this feature has carried over properly from the old xero - when I email an invoice from drafts, 'awaiting approval' or paid, it doesn't always show that I've sent the email over to my customer (in the history and notes section) Is anyone else experiencing this?

This is absolutely critical to know who an invoice was sent to and when. Please fix - Xero is just going backwards!

Hey everyone, just a quick FYI: please don't forget to leave reviews on TrustPilot, as it's seemingly the only place left that we have a voice, and it will help others make informed decisions.

History & Notes to show history.....I send an invoice, history shows as sent. I amend invoice at client request and re-send, history does not show the 2nd sent date

The history information in each invoice is not including the email addresses that the invoice has been sent to if an invoice is sent a 2nd time.

If an invoice has been created and approved and sent with the "approve and email" button then the history updates in the invoice correctly and includes the email addresses that the invoice was sent to.

BUT - if you then go back into the same invoice another time and send the invoice again - the history only updates with "updated" - it does not include the email address that the invoice was sent to on this occasion.

Can this be fixed? is there a setting that I need up to update somewhere to fix this.

The History and Notes are a mess.
When creating an invoice we end up with about 20 lines of invoice 'updated' in the history & notes. I think it's because of the auto-save, so it thinks that you are updating the invoice instead of just creating the original invoice.

History and Notes - Invoice. (this occurred on 25-2-25)

1. When an invoice is re-sent, two lines show in history with the action 'Edited' and the comment is the invoice number and 'updated' eg '9629 updated' ; the invoice was opened and re-sent. It wasn't edited.

2. The action should be 'Sent' and the comment should be the email addresses who it was sent to (like classic invoicing does)

When are the email addresses being added to the history and notes section of invoices so we can confirm that we have sent the invoice to a specific email address. All we get at present is Edited which is absolutely useless. This was great in the old version as we could confidently say that it had been sent. Please can this be done urgently.