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231 results found
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Petition for Xero Executives Regarding Alleged "Improvements"
Petition for Xero Executives Regarding Alleged "Improvements"
I encourage Xero Subscribers and other customers to start commenting and upvoting so we can show the Executives that these "improvements" are NOT improvements!
So, if you have had problems with any of the alleged improvements, some I have listed below, they include any sub issues associated with the changes.
Please add only "I agree" in comments. This will help our overall numbers into a louder and bigger voice.
- New Bills View
- New Contacts View
- New Invoice View
- Retiring of classic invoice layout
- Xero Support Staff Gaslighting you
Unfortunately, there are so…
102 votesHi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source 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.
Remember, you can keep switching between the two products between now and September. Thanks
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New invoicing | History & Notes - Show email sent to
Can the new invoicing template show the address like the old templates used? Now if you go into edit the addresses have disappeared and to check if it is correct you have to click on the contact and fix it in a new tab.
Also the notes section has removed the time stamps and the email address the invoices get sent to. Can the new invoicing have the same notes and history function as the old one.118 votesHi team, I can confirm we have released another update for the history of new invoicing where now you'll see an entry when the invoice is sent and the email address it has been sent to. 🎉
We appreciate the interest we've seen around this. We still have a few more pieces of work we're doing around the history in new invoicing and you can stay updated on this progression on this idea.
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New Invoicing - Populate Tracking column from settings in contact's Sales Defaults
Hi, the new version of invoicing will increase my work load. at present when you open an invoice to approve it, it is easy to select the tracking categories, as it is linked to the client profile. in the new version it does not and you have to go through the list in a drop down!
Also we have an issue when we change the invoice date. for example and Invoice raised on the 5th Feb should be paid on the 6th March. If we change the invoice date from the 5th to the 4th, it does not change the…
3 votesThanks for your feedback on the idea here, with the way new invoicing works once you add a contact, any sales defaults saved for that contact in their record will be applied.
Adding a Qty or Price for a line will trigger Tracking defaults saved for them to be automatically applied. Similarly this applies to the any default saved for Due Date. If you have saved a due date that is driven by the invoice Issue date you should see this update if you change the Issue date on the invoice.
If this is not behaviour that you're experiencing please do raise a case with our team of specialists so we can take a closer look into this with you.
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New Invoicing - Typeable dates in Date fields
On the old invoices/bills I could type "18/2/23" and it would auto fill 18th February 2023. Now I have to scroll back multiple months to get there. It would be good if I could type in the date field boxes again. Specifically on "Add Payment"
310 votesWe're pleased to announce that with our latest update you have the ability to directly type dates when making payments on invoices! We know this was a highly requested feature, and we appreciate everyone who voted and shared their input.
For those familiar with our Xero Central article on keyboard shortcuts, you'll be happy to know that all those shortcuts are now fully functional in this date field, as well as all other date fields throughout your invoices.
While a direct dropdown for "yesterday" isn't available, you can quickly enter the previous day's date by typing 't-1'.
As this update delivers the majority of the changes discussed in this idea, we'll now mark it as delivered.
We also heard the feedback from some users who prefer to use a full stop (.) as a date separator instead of the forward slash (/) or hyphen (-). There's a specific idea,…
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Invoices - Payment terms to default to customers existing payment terms when the issue date is changed
When you create an invoice the payment terms default to what is set for each customer (ie. 45 days from end of month, 60 days etc) however if you then change the issue date of the invoice, it defaults back to 30 days for every client regardless of their terms. We are looking for it to caclulate to each clients correct terms whenever the invoice date is changed
3 votesHi team, with some recent changes we made to the date picker in new invoicing you should find this is now working correctly for you. When creating a new invoice the default due date is triggered by the invoice settings, or where set for an individual contact this'll be the date used, also as noted in my update here - now if you update the issue date after a due dates entered, it does not automatically update the due date when you make issue date changes.
If you're still finding any discrepancies in what you're expecting I'd recommend raising a case with our specialists at Xero Support so we can get more detail and confirm the behaviour you're getting.
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I would prefer Xero creates a Purchase Credit rather than a Sales Invoice forBAS - Automatic Reconciliation of BAS Payments Auto create entr
I would prefer Xero creates a Credit in purchases rather than an Invoice in Sales for BAS - Automatic Reconciliation of BAS Payments Auto create entries
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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New Invoicing - Calendar lookup to select Issue Date
When selecting the date, why only have today and tomorrow, not the calendar. A lot of the time when entering an invoice, it will be dated to a previous day. Why not have the calendar and these options? Or have yesterday as an option.
So far, this new invoicing is a mess and definitely doesn't make life easier. Improvements are needed.
5 votesHi community, appreciate things are a little different between classic invoicing and new. While we've created common date selections when entering dates using new invoicing you can still pick any date you need.
From the date field, under Today and Tomorrow, is 'Pick another date', clicking this will open a calendar popup so you can select the date you need. You may also find some of our date entry shortcuts useful when entering this information in Xero.
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Bills - Export to Excel
Ability to export an existing bill to excel & import as a new bill - convenient for repeating bills of large line item volume
2 votesHi team, while not an Excel file type this is already possible through the Export, Import features in bills.
You can search and export specific bills from the list view, and from the New bill drop down select Import from CSV and drag & drop the file that was downloaded. 😊
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New Invoicing - Show stock level when adding a Tracked inventory item
When typing a quote, available stock used to show (when you typed a figure in the "quantity" field (if available stock was less than required the open window would turn red) but it doesn't now. It would be great if this feature were also added to invoices (and quotations as before) so that one didn't need to check stock on a different page for each item being invoiced. I note that it shows when typing a credit note, so it must be possible!
168 votesHi everyone, back again and pleased to share that viewing stock on hand is now with all users in new invoicing!
We appreciate the engagements you've all shown to let us know the importance of this feature when invoicing and how being able to view how many items of tracked inventory you have when invoicing, enhances your workflow. Thank you for feeding back and sharing your thoughts with us here.
Do keep joining, or start new ideas to let us know further changes you'd like to see developed.
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New Invoicing - Reduce lag in items column and change pop up message location
Reduce the lag in items column when searching, it takes too long to search, sometimes up to 4secs! Please also change the location of the pop up message "default contacts have been applied", as when I start a new invoice the pop up message appears in the bottom left, but I'm trying to look at my contact info and enter items. The pop up box lingers too long and covers the information I need to read! This is frustrating every time when creating multiple invoices and I have to "x" the pop up message away each time, which then…
11 votesHi team, rounding back to the idea here since our last post we have released a few different changes across the platform that will have improved the experience for those that were noticing lags when entering data in their invoices.
As a start we released a new optimised line item grid, where among other changes we updated the Item field so you could view and select from more of your inventory items without needing to search.
We have now also made some enhancements to speed up autosave of your invoices meaning these save faster - see more on the latest changes from the long and short of it.
Now if you are continuing to experience any issues when working in your invoices, we do want to hear from you - however to ensure we can get the right details to investigate and escalate with our product teams, please raise…
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New Invoicing - Date picker without using "Pick another date"
Can the New Invoicing Template have a the original way to change the date instead of opening the date dropdown to then have to open the "Pick another Date" option if it's not today or yesterday.. If it was today it would already have that day selected, so why is it an option? just added extra steps to select the correct date..
101 votesHi team, the improvements to the date selector are now live to everyone! Thank you again, for all your feedback.
Along with this change, we also recently released an update to date entry shortcuts so you can now enter the same shortcuts that you had with classic invoicing such as +0 or 't' for today's date.
With copy and paste you'll find you can copy and paste dates however these will currently need to contain a '/' or '-' between the day-month-year to appear correctly.
We appreciate there are other options when selecting dates that our customers would like to see and there are other ideas that you may also like to vote and join for updates.
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New Invoicing - 1-click option to delete lines
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 votesThanks 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. 🙂
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Issue: Incorrect Due Date When Copying Invoices from Customer Activity List
When copying an invoice directly from a customer’s activity invoice list, the new draft invoice incorrectly sets the due date to yesterday’s date - this generally happens if the monring only.
For example, if copied in the morning, the new invoice shows today’s invoice date but a due date of the previous day.
Even more concerning, Xero allows the user to approve and send this invoice without flagging the error, meaning an invoice can be approved and sent with a due date earlier than the invoice date.
This behaviour should trigger an error or warning message to prevent invalid due…
1 voteThanks for raising this Idea Joana, this sounds like an issue that should be raised with our Xero Support team so they can investigate. We really appreciate the time you have taken to let us know about this, but it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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New invoicing - Exclude customer information
Please allow a customers unique name and number pasted into the "to" box, be the only customer information required to continue filling out the invoice.
My continued use of Xero depends on this action to stay as it is.
Some users will not want to use Xero invoicing other than to use it as a debtors ledger and GST etc manager.
In our case, we paste the name and number in the TO field, the only " item " we sell is one invoice worth our invoice total. The invoice number and reference holds our real invoice number.
It…1 voteHi everyone, to confirm for anyone coming across the idea here. In new invoicing the contact card will open so you can add more details of a new contact. However, the name is the only field required, so you can simply enter the name and then click Save to continue on. 🙂
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Contacts - Search for invoices in customer/supplier records
It would be great if we could search from within a customer or supplier record for a specific invoice or bill number.
It is difficult at the moment to search as
1) there are always notes in the way that can't be hidden
2) you have to exit the customer/supplier to find the screen where a search is available.Having used other accounting packages, I was shocked to see this wasn't available within Xero.
7 votesHi team, sorry we've not returned to this idea sooner. You'll find with some of the updates we've made to the contacts record it is now possible to view transactions in separate tabs within the Activity of a Contact, and are also able to search transactions in the tab by amount, reference or invoice number 🙂
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New invoicing | Allow pasting tracking categories
Sometimes I need to add the same tracking category to multiple lines of the invoice. CLASSIC invoice allowed me to simply paste the category in the box and that's it. NEW invoicing now requires me to CLICK after pasting which doubles the amount of time I'd need comparing to CLASSIC. Please bring that possibility back - OR, EVEN BETTER, maybe let us drag the options to apply them to cells below (like it's done in Excel).
2 votesHi everyone, we're delighted to announce that the new line item grid is now available to all users. This update incorporates several enhancements based on valuable customer feedback, and includes resolving your suggestion, here.
With the new grid, you can now easily copy & paste tracking information between cells, using 'Tab' to navigate to the next cell efficiently. While the drag-and-drop functionality isn't currently available, this has been raised as a related idea, which you're welcome to support. We'll provide updates on its progress if any arise.
Thank you for your continued input through product ideas – your feedback is invaluable in helping us improve Xero."
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New Invoicing - Due Dates drop down add Tomorrow
In the new invoicing, invoice date, drop down has tomorrow as an option, but in the drop down for due date this is not an option and have to go in to manually select the date which is time consuming this is something we use for most of our invoices.
3 votesHi team, returning to the idea here we're going to shift this to delivered with the existing ability to enter the keyboard shortcut 'T+1' that'll auto select Tomorrows date in the Due Date field.
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Just Ask Xero(JAX) - Ability to turn off (after it goes live)
Today, I received an email from Xero, enthusing about the upcoming feature called JAX "Just Ask Xero". Apparently, this is a generative AI assistant.
Once it goes live, I will want to know how to turn it off. I will never use it - if I need help creating an invoice, there's a help file for that, and checking an AI's work takes as long or longer than just doing it myself in the first place - and see no reason to waste processing resources on something I will never use. Ensuring efficient use of processing resources is also…
92 votesHi everyone, thanks again for your feedback. We’re continuing to make changes to JAX, including how it’s controlled in your organisation.
While you can’t remove the JAX icon from your organisation (as JAX is in beta), you can change your users’ permissions to access JAX or opt out. To opt out, open JAX, click on ‘Settings’ then scroll down and select ‘Opt out’.
With the revamp of Xero Product ideas in July, we will no longer accept ideas for the removal of a new feature in Xero. We have provided your feedback to our Product team and will assign this idea to ‘Feedback’.
If you’d like to understand more about JAX and new features, check out the Xero Central article here.
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Retain the edit, copy and void features for bills and invoices. These are used all the time in our organisations
Accountants need to to be able to amend the account to which an invoice or one of the lines on it is allocated, as we can with the edit function in Classic Invoicing. We also need to be able to edit the Tracking Category of an invoice or line on the invoice. This is vital for our organisation and likely to be so for others businesses where invoices and bills are booked by financial staff and checked by Accountants. The ability to copy a previous invoice is also used all the time and saves a huge amount of…
2 votesAppreciate your idea here, Michael. While it won't be possible to retain Classic invoicing, it is possible to Edit, Copy and Void in New Invoicing.
That said, a couple of the Copy to options (to a purchase order or bill) are planned for new invoicing but aren't there quite yet. You can stay updated on these through the ideas I've linked.
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Invoicing - Option to Add Multiple New Lines at once (5, 10, 15 or 20)
When using Classic version of invoicing, there was an option to Add a new line and then a drop down option to Add 5, Add 10, Add 20 lines.
In the New version of invoicing, this option seems to have disappeared?
Please provide this option if this has not already been provided. I can only seem to add a new line after entering the first line of information.
I found the Add 5 and Add 10 lines really helpful when I'm copying similar job items down a list than having to tab across to get to the next line when…
41 votesHi community, thanks for your on-going support and letting us know how useful you find adding multiple rows at once is to you.
Our teams have stayed tuned into feedback we're receiving and I'm pleased to share you'll now see a drop down next to the 'Add row' button where you'll get the ability to add 5, 10 or 20 rows to an invoice at a time 😊
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