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231 results found
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New invoicing - "Add billable expenses" not available
Previously we were able to "Add billable expenses" to a "Copy to draft invoice". However, this feature is no longer available/showing up as an option when creating the draft invoice. Instead I have to save the invoice as a draft and re-open, then I'm able to add the billable expense.
6 votesHi team, thank you for your feedback and sharing about this with us here. I can confirm our team recently released a change to fix the issue some users were experiencing like you've described here where the Add billable expenses option was not appearing.
You should now see this appear when creating an invoice for a contact that a billable expense has been assigned to. If you do continue to experience any issues with this, please do raise a case with our Xero Support team who have tools to be able to investigate and escalate with our product team if needed. Thanks
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Access to Invoice only users to certain ledgers
Invoice only users should be able to access certain ledger accounts.
Also they should be able to have access to file option just under the settings option.
Especially be able to add files related to bills etc1 voteThis post has been classified as Feedback because it includes multiple, separate requests and is missing the context of the problem and business impact.
To give your ideas the best chance of gaining support, I recommend splitting them into two separate posts and clearly outlining the problem you're trying to solve with each.
Idea 1: Access to certain ledger accounts for Invoice only users.
Idea 2: Access to the File option for Invoice only users (to attach documents to bills, etc.).
If you submit them separately and include the problem and business impact, we may be able to re-classify them as "Gaining Support" and encourage other community members to vote for them!
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Xero Jax Beta - Tracking Category and reference not being added to Invoice
Just Ask Xero (JAX) - Add Department, Reference and Branding Theme to invoice prompt
When sending through an invoice prompt, it leaves the department, reference and branding theme empty. Is this something I'm doing incorrectly or is this feature not yet available?
Having these features available would certainly assist.
Thanks
1 voteSorry to hear JAX is not performing as expected, Iwan. I can see you have raised a case with our Xero Support regarding the reference, but if you can go back and let them know that the tracking Category option is not working (and this is available in JAX) they can raise this with the Product team. I have tested this and its not working in our testing system either so please do raise this with Xero Support.
Pricing plan related
We appreciate your feedback, this will be shared with our teams. We do not accept ideas about Xero pricing plans or plan structures and cannot make commitments to ideas of this nature.
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New invoicing - More Address Lines when adding contact details
When sending an invoice to a new customer using the new invoicing you can only add one address line before the Town/City field. With the old invoicing you could add multiple address lines before the Town/City field (as you can also do with their Contact page and clicking edit).
With new invoicing this is difficult. Every time you need to add an address to a new invoice going to a new contact within the invoice screen then you only have one address line above the town/city field.
To add more address lines above the town/city field you need to amend…8 votesHi team, we’ve made and released some recent enhancements to the ‘Contact’ field and contact card within new invoicing.
Hearing your feedback here, we added more address lines to the contact card within new invoicing so you can add your full customer’s delivery or billing address on the fly. You’ll also see you can quickly look up and select addresses for your contact, as well as edit or add the Attention to without needing to go to the contact record. Thanks for your interest with us here.
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Sales invoice - Show the total net separated by vat rates
Creating a summary at the bottom of a sales invoice showing the total net brokendown by vat rates to give the customer a clear view of what they are purchasing
1 voteHi Alex, you'll find this is now possible. The different VAT rates used in the invoice will be shown as subtotals beneath the total invoice amount. With the updates that our team have made to the send experience your customers will also be able to see a quick view breakdown of this in the email they receive 🙂
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New Invoicing - Show Reply To email address when sending
New Invoicing - Show selected From Email
The old invoicing would show which Email address would be used as the from email when emailing an invoice to a client. This is an important double check to be sure I'm using the correct email address for the particular client. Since this has been removed I now have to remember to check the Email settings in a different tab before sending every invoice, which is very time consuming and is the primary reason I switch back to Classic every time I try the frustrating "New Invoicing" system after suffering through its…
18 votesHi team, coming back around the idea here I wanted to share that with the new invoicing send window, you'll be able to see the reply to when sending an invoice from the right side preview.
Appreciate there may be some in the discussion here that would also like the ability to change this when sending which isn't currently in our plans however please do vote on this idea if that's something you'd like to see. 🙂
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New invoicing | Copy to same contact - auto apply defaults
Thanks for allowing the contact to remain when copying an invoice over - but please can you allow the defaults for the contact e.g. Tax rate to pull through as well?
I have found when changing the account, or just adding a new item, that it is not bringing this in (as the little warning states when you are copying) but this is a real pain as you have to keep checking the Tax rate and amending when it isn't correct for that contact.
Please can this be fixed as it was not an issue in the previous version of…26 votesQuick spotting there, team. Thanks for staying engaged through this idea. I can confirm that this was a bonus change that has been implemented with the release of other improvements in the Contact field.
As you've noted, now when you copy an invoice and select the same contact it will auto apply that contact's defaults.
Our team are working to remove that warning that defaults won't be applied so you should see that go soon.
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New invoicing - Pay now link in email
We use many xero accounts, and for two of them, when accessing the invoice link, the invoice appears first, followed by a "PayNow" card payment option in the top left corner. However, for the other two accounts, the card payment window appears first without the invoice, which causes inconvenience to customers. (Of course, there is a download option at the bottom right.) Please change the settings to make the invoice appear first.The specialist can't fix this, and the different output seems to be a xero system issue. Please fix it soon.
4 votesHi everyone, within Email Settings you can edit the email template and deselect 'Include action to online invoice and detail summary'. This will strip back the look of the email a bit but this means the pay now, or Review and pay link will stop showing and instead you can just include the link to view the online invoice for your customers.
If you'd like to have a look at how this appears before implementing in your org, try sending yourself an invoice from the demo company.
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Bills - Duplicate warning when emailing bills into Xero
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.
12 votesHi team, pleased to share that duplicate detection has now been released and available to you all. Xero will compare the Contact, reference and amounts of bills and credit notes in your org to help identify possible duplicates. You can then go to the Review page to take action on any Unpaid bills (Draft or Awaiting Payment).
While Paid bills will also be picked up, if you need to take any action or view bills you'll just want to return to the bills list to access these.
Thanks for your interest and staying looped in with us through the idea, here.
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New invoicing - Add lines button
New invoicing - bring back 'add new line' button and dropdown +5/+10...
This is an existing feature on classic invoicing, why would you drop it!478 votesHi community, we've now released a new line item grid within invoicing. There are a few changes that come with this release, with the most relevant for you here being the ability to manually add rows to your invoice.
While you can still tab through to create a new row, you'll also have the option to click the Add row button to manually add and move blank rows within your invoice.
I do want to note, that though you can move blank rows within your invoice, blank rows will be removed when you save the invoice (this is the same behaviour as classic). If you'd like to retain these rows once saved you'll just need to add a character within the Description field for example '.' or '|' will ensure the line is saved with the invoice.
We understand there is still some appetite for being able to add multiple…
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New Invoicing - Add new Tracking option
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.288 votesHi everyone, we've now released the ability to add a new tracking option within new invoicing to all customers!
Just like classic, you'll find using the option +Create new tracking opens a modal within the screen that allows you to easily add a new option for that tracking category on the fly.😊
Thanks again for all your feedback around this improvement and it's meaning to you here.
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New invoicing - Edit exchange rate
It is currently not possible to change the exchange rate used in the new invoicing screen, when invoicing in a foreign currency. You have to switch back to classic invoicing to correct it to the monthly rate we have entered in settings.
108 votesHi team, we have recently released the ability to set the exchange rate within new invoicing for organisations that use multi-currency.
Just like classic, as soon as the invoice currency is changed to a currency other than the orgs base currency, the option to 'Set exchange rate' will appear which you can click to edit.
We know this is an important feature you've been waiting for in the new experience, and we're really keen for you to try it out and share any feedback you have back with us here. Thanks!
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New Invoicing - Populate Discount from Contact's Sales Defaults
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 votesHi 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.
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New invoicing - Option to use Xero Network
xero to xero Invoicing
We use the Classic Invoicing version on Xero to send Invoices to our inter-companies and clients who are also registered with Xero.
On 02 Sept 2024 this version will retire and only New Invoicing will be available.
We are not able to select "send via Xero Network" from the New Invoicing option (using our Xero Network Key).Are the technical teams still working on this to have the option available or will this option fall away?
Thank you
ChantelleMichael
Support specialist
Yesterday 5:05 PM
Hi ChantelleAs you’ve found, there’s no functionality in New…
210 votesHi everyone! Back to share that Xero to Xero is now live within invoicing. Thank you for all your valuable contributions and sharing in product ideas.
As mentioned in my last update, with the way that we've built this within invoicing we've been able to also enable the ability to include file attachments when sending via the network 😊
See more details on how to send via a single invoice, or multiple, on Xero Central.
Right now, this is live to all but Singapore organisations. We're still doing a bit of work to provide this capability to Singapore and I'll update again when available in this region.
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Block users from posting duplicate bills
Would it be possible to create a setting where users can be blocked from processing an invoice with duplicate reference numbers. There is currently a message displayed but some users click past it therefore creating duplicate invoices/bills. Perhaps the message can be made more prominent and displayed in Red to alert users.
33 votesHi team, as you might've noticed duplicate detection in bills is now available to everyone! 🥳
We have a bit of detail on how this works in Xero central. Just to confirm outside of the Actions column If you need to view or edit a bill you'll need to return to the bills list to open the bill from here and make changes.
Our team are considering future enhancements in this space to enable you the ability to access bills from this screen. 😊
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New invoicing - Bring back "add last items"
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.4 votesHi everyone, i can confirm that '+ Last items' is available when you add a contact in new invoicing and is shown beneath the contact name. The items added will be for the last invoice that was approved for that contact.
The only exception here is if you have the Invoice only Draft role in which case this feature is not available.
We're looking at slight improvement to where this is placed on the invoice to make it more noticeable. However, if you have the right permissions and still aren't seeing this option where you'd expect it to appear when invoicing, please raise a case with our team of specialists who have tools to get a closer look and see why this option mightn't be appearing for you. Thanks
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New Invoicing - Reduce number of steps and clicks
New invoicing has introduced more clicks, taps, steps at almost every level.
Please remove the added friction as it increases processing time.The "new invoicing" messages are full of comments regarding where these pressure points have been added.
We are paid subscribers, and beta testing/seeking feedback is wonderful, but being forced onto an inferior model is.. suboptimal.865 votesHi everyone, thanks for continuing to share and keep us informed of the differing flows and actions that could be improved in how you invoice with Xero. All feedback through these forums and across Xero Central discussions has been shared with our product team and will be carefully considered as we continue to build on your invoicing experience.
About a month ago we changed the behaviour of how defaults are applied, so now when you copy an invoice for the same Contact their defaults will automatically be applied to the new draft invoice.
Most recently, and as you may have noticed we've released a new line item grid (where you enter the details of your invoice). Many changes that come with the new grid are based on feedback we've received from our customers the most prominent for this idea being that we've optimised padding, font size and column widths to…
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New Invoicing | Files - Drag & drop anywhere on the page
In old invoicing, you can just drag and drop the file into the window and it uploads. In new invoicing, you have to drop it in the box at the bottom of the page. Fair to say this is tedious!
451 votesHi team, returning to confirm that the ability to drag & drop files anywhere on the page in new invoicing has now been released to everyone. We hope you find this enhancement helps speed up and make attaching your files more efficient as you invoice.
Just a reminder that you'll need to add a contact to the invoice first, and if you'd like to include files when sending to your customer, select the 'Attach files to email' checkbox once uploaded.
Thank you all for your engagement, votes and staying updated with us through this idea.
We understand some customers workflows mean they would like to attach files before adding contacts and while this isn't something that's available right now, I'd recommend making sure you've joined this idea for any updates.
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New Invoicing - Ability to add file from library
New invoicing add file from library
85 votesHi everyone, we appreciate you engaging with us here and your patience while we got this developed in new invoicing. We have now released the ability to attach a file from your file library, and you'll see this option when you click 'Attach files' at the bottom of the invoice. Thanks
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New invoicing - Display the item code
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 votesQuick 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.
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