23 results found
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Invoicing - Remember default settings
New Invoicing should be the same as the classic in that it remembers default settings for emailing like sending yourself a copy and attaching files. Until this is resolved do not discontinue the classic invoicing setup.
It's going to be very frustrating otherwise :)421 votesHi everyone, appreciate all the feedback you’ve shared about default settings in the new invoicing experience. It’s been really helpful hearing where remembering your preferences can save time and reduce repetitive clicks.
Since this idea first came through, a number of the suggested improvements have been added.
Your last selections for “Include PDF of invoice” and “Send me a copy” are remembered in your browser.
We’ve also introduced keyboard shortcuts, added contact group invoicing, and made sure that when you copy an invoice to the same contact, their contact defaults carry through.
As mentioned in my last update - we enhanced the invoicing grid which included updates to the hide/show column selector, so this now defaults based on the last selection of what to show.
We understand there are a portion of users within this idea that are interested in the Approve or Save buttons on an invoice…
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History and notes - Invoice has been unmarked as sent.
New Invoicing: in the History & Notes, an invoice has been approved BUT NOT SENT, then when the invoice is edited, a history note says " Invoice has been unmarked as sent " This is definitely not true. The invoice was never sent at this point, it was never marked as sent or marked as unsent. Please fix this incorrect Note in the History.
5 votesHello everyone, thank you for bringing this to our attention.
We understand that you've noticed an issue where the History and Notes indicate that an invoice is "unmarked as sent," but there are no subsequent updates detailing the sending process.
The product team is aware of this situation. To allow for a thorough investigation, we recommend that you raise a case with our support team.
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New invoicing - Page loading slow
New invoicing...Very slow page load speeds to both open/create a new invoice on the new invoicing platform...and also to add a payment.
Current wait time is 15-20 seconds per page load.
Ive cleared cache and cookies to no avail
I have uploaded some shorts on you tube for you to see the problem.
50 votesHi team, we appreciate all the feedback we've received from you here.
We're continuing to make changes and make updates across invoicing to enhance our customers use and experience when invoicing with Xero.
We do want to make sure we're understanding any friction points our customers are having where they encounter slowness in our products however it's best that you raise a case with our Xero Support team where our specialists have tools to get a closer look. They can troubleshoot appropriately, properly investigate and if needed escalate any issues.
While your feedback here's all been shared back with our product team, we urge you to come into our team via Xero Central if you're experiencing any ongoing issues with loading. Any detail you can provide on the actions you're taking when you experience slowness will help their investigation. Thanks
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Quotes - Retain quote number when creating invoice
We currently avoid using the quote function for our business case as we need to use the Inv/Quote number as the reference from start to finish for the job, but this means the quotes are actually draft invoices so sit in draft.
In MYOB there was the ability to retain the quote number as the invoice number when converted, It would be excellent to have this as an option so we could use the quote function.3 votesHi everyone, thanks for sharing your thoughts. We appreciate the need to have the Quote number retained as the invoice number. While this is not quite the direct functionality in Xero, it can be achieved by using the Copy to feature, which references the quote number. Alternatively, you can try updating the sequence of the invoice to match the quotes. We recommend raising this with our support team so they can further investigate this.
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Invoicing - fix behaviour when using Tab from Issue Date to Due Date
When I am in the Contact field and update the Contact and click Tab, the cursor moves from the Contact field to the Issue Date field and highlights the date in the Issue Date field.
After I update the date in the Issue Date field and click Tab, the cursor moves from the Issue Date field to the Due Date field, momentarily highlights the date in the Due Date field and then immediately moves the cursor to the end of the date.
It's annoying AF.
If I update the Due Date field and click Tab, the cursor moves from the…3 votesSorry to hear the troubles you're running into here, Sam. By default, when you press tab after entering the invoice date to move over to the due date, Xero will highlight the due date for you in the similar manner as it is doing for the invoice date and the invoice number boxes. If you're experiencing issues, or some thing isn't working as you'd expect it to, it's best if you could 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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PLEASE RETURN TO CLASSIC FORMAT FOR INVOICING - this is so frustrating and no-one seems to be listening!!
PLEASE RETURN TO CLASSIC FORMAT FOR INVOICING - this is so frustrating and no-one seems to be listening!!
1 voteHi Lindi, appreciate you sharing in Product ideas here however we don't accept ideas for removal of new features. If there is something in particular about new invoicing that you'd like to see improved welcome to join or start an idea for this that we can gauge interest in from community here and consider in product planning.
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New Invoicing - Awaiting approval order next invoice
Keep invoices in awaiting approval in the same order as the main screen list when clicking 'approve and view next'. We currently sort by supplier name, but this does not apply to when approving them, they appear to be in a random order for which invoice next appears. Would save a lot of time when approving invoices especially when a large batch done.
1 voteThanks for bringing this to our attention Kerrie. When using “Approve and view next” in the Awaiting Approval list, the next invoice shown should follow the current filtered and sorted order (e.g., by due date within the supplier filter). If you're experiencing performance issues, or some thing isn't working as you'd expect it to, 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 😊.
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alert when reconciling a open invoice
When I'm reconciling open transactions. Id love a notification if the invoice is still open before I accept the transaction. Some times we don't post payments because the invoice is still open and customers are adding to the invoice before we close it and ship it out. The issue that not knowing if the invoice is open or not. Then I accidently close the invoice and dont know that we owe a customer something. Lots of our customers make deposits before the work is done and still add to the invoice before its completed. Which is why we keep the…
1 voteHey Margaret, thank you for raising this Idea with us. This is a very specific request and we would generally point our customer in the direction of a third party that could manage the invoices in a more business specific way. There is currently no way for Xero to 'know' if a customer might be adding to an invoice, so this comes under what we would call a processes request. Your option would be (instead of reconciling the payment to an invoice) to reconcile and create credit notes that can be applied to the customer invoice at a later date. Also when you are reconciling payments, if an invoice is paid or closed it will not be available to reconcile too. It might be best of you raise a case with Xero Support to clarify this further🌟.
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Section 18A
We need an easy way to generate a Section 18A certificate from the system on receipt of donations from PBO's.
1 voteHi Zelda, appreciate your idea on Section 18A certificate generation.
We’ve moved this to Feedback status for now, as the post doesn’t fully meet the criteria we use for product ideas.
If you’re able to provide a bit more detail about what you’d like to see, it will help other users, and our team understand the idea more clearly. Once you’ve updated the details, we’d be happy to review the post again.
Thanks again for taking the time to contribute.
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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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1 vote
We'll need some more detail for your post to be considered as an idea here, George.
It would be particularly useful if you could provide information about the files you are trying to attach to an invoice and a suggestion of how large these files are. Including details of your current workflow and the impact this restriction has will also help ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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When reconciling have a tab to go straight to uploaded invoices/receipts. This would save a lot of time. Thanks for the opportunity to sugge
When reconciling have a tab to go straight to uploaded files i.e. invoices, receipts etc
Tab could be in section with ‘Create new’, ‘Find and Match’1 voteHey Patricia, thanks for raising this with us. We'll need some more detail for your post to be considered as an idea here. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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New Xero Fonts - Feedback
NEW DISPLAY FONTS - CAN'T STAND THEM.
Xero has changed all the display fonts and this is a major change to how everything looks and reads. Xero should ask users if they want the legacy fonts and display or the new one. Fonts and display make a massive difference and Xero should not underestimate how much difference they make to customer's lives. This is much harder for me to read and for me a significant degrade in how i see the product
1 voteSorry to hear you don't like the font changes with the new navigation, Nick. I have shared this back to our product team.
I want to assure you that the teams did a lot of testing and research of the navigation changes to ensure the experience would suit majority of users. While I will move your post here to Feedback, if there are specific changes that you feel could improve the font for you please start a new idea and we can get a sense of the interest in this build throughout the community here. Thanks
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Customer statements with a Windcave payment option
At present customers can pay from their statement, only through Stripe. Will there be other options coming, as we cannot offer this as our payment supplier is Windcave.
1 voteHey Sharon, thanks for raising this Idea with us. As far as I am aware Windcave has been deprecated (removed) as a payment service in Xero. If you would like some further information and support around this please raise a case with Xero Support, you can do this here. Thanks again for your feedback.
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Be able to move the Add Payment POPUP
Something so simple, can we have the ability to move the add payment pop up window as it pops up and blocks the invoice data like the reference number..... LOL.
Working on a laptop, I have to close the window to copy the reference of the invoice then go back to it, again, something so simple, that makes things harder1 voteWe'll need some more detail for your post to be considered as an idea here. Please share a screenshot of the pop-up covering important information, such as the reference number. This will help us investigate and guide you on the best way forward.
This will also help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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Sales Invoice - Mark as sent when sent by e-invoice
At the moment, when an invoice is sent using e-invoicing, the sent flag is not marked; they only show as sent if they were sent via email. This then follows through to the lists of invoices, giving a false impression that invoices were never sent, when they 100% have been.
1 voteHi Freya, thanks for flagging this with us. We appreciate your feedback. We have reviewed your feedback and we recommend that you raise this with the Xero support team so they can get specific details and take a deeper look into why this is happening. You can raise a case using this link.
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Stop moving animations - Accessibility fail
A lot of the promo stuff Xero has been putting out recently contains animations (for example, there's several currently on https://innovations.xero.com/ including the banner). These animations cannot be paused. For people like myself, this is an Accessibility issue, and it fails WCAG success criterion 2.2.2
1 voteHi Freya, thanks for your feedback and checking in teams here I know this has also been raised with our accessibility team directly.
As we continue to develop Xero including our sites this will remain front of mind. We've shared this feedback with our product teams and we'll continue to address these issues progressively. We appreciate you raising this with us.
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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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API Connected Apps - Options for Approved and Awaiting Approval transactions
The two-way communication between Xero and integrated software/apps needs to have at least some settings options – currently, there are none. At this point, it’s either connect or disconnect. The way Xero and the integrated software communicate is based solely on what they envision businesses using Xero would like as features, with a strong focus on streamlining processes. To make things as simple as possible, all invoices and costs added to Fergus (and many other project management apps) just go straight into Approved.
When staff members, contractors, or anyone with access to the software/app can add costs to ongoing projects…
1 vote✨ Thanks for sharing this idea and outlining why having control over the sync status matters for your workflow. To clarify how this works today: Xero doesn’t manage or control how individual third‑party API integrations behave. The integration partners decide how their apps talk to Xero and which statuses they create, so changes to that behavior sit with the app provider rather than within Xero. Next best step would be to reach out to your app provider and request a setting that routes new transactions into Awaiting Approval (rather than Approved) so your accounts team can review before authorising. We’ll also capture your feedback to inform our ongoing ecosystem guidance for app partners.
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Subscription - Option to issue Xero subscription invoices in EUR
I would like to have my monthly subscription invoices in EUR instead of the standard USD invoices that Xero Global issues. There are a lot of European countries that fall under Xero Global by default but paying these invoices makes us incur unnecessary bank charges due to FX. Please amend and let us decide on the invoicing currency for our subscriptions.
5 votesHi all, we recognise there are many businesses working with Xero across the globe. While this'll be something we continue to consider long term we want to be open here that we'll no longer accept ideas about Xero pricing plans or plan structures here in Xero Product ideas. We cannot make commitments to ideas of this nature. Your insights and feedback here have been shared with our teams.
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