Settings and activity
39 results found
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332 votes
Heather Palmer supported this idea ·
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1 vote
Heather Palmer shared this idea ·
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80 votes
Thanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
An error occurred while saving the comment Heather Palmer supported this idea ·
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208 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…An error occurred while saving the comment Heather Palmer commented
100% agree with you on this, so many features are not working correctly
Heather Palmer supported this idea ·
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149 votes
An error occurred while saving the comment Heather Palmer commented
i would suggest you go back to the classic invoicing, new invoicing is **** and missing functionality
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9 votes
An error occurred while saving the comment Heather Palmer commented
100% agree why was it even removed.
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7 votes
An error occurred while saving the comment Heather Palmer commented
I use Xero on an iPad and it allows me to have the iPad in landscape and works fine - my ipad has a apple keyboard and have never had any issues with using xero on it.
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17 votes
An error occurred while saving the comment Heather Palmer commented
I AGREE 100% with this, I have numerous small businesses as clients and do payroll (less than 5 employees) they have to upgrade to a high costing subscription to just enable them to do auto super. This is really unfair, auto super should be lumped with payroll as it is part of payroll.
XERO think of your users and those small companies that are being blatantly rippped off by you because of one simple function that is required to be done 4 TIMES A YEAR for goodness sake.
Heather Palmer supported this idea ·
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42 votes
Heather Palmer supported this idea ·
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20 votes
Heather Palmer supported this idea ·
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124 votes
Hi everyone, we're currently working on a feature that will automate the process of updating employees' NI categories. When released Xero payroll will automatically update the NI categories of employees who are transitioning out of their current category. This ensures that the calculation of NI contributions in the Pay run is accurate, and the correct amount is paid to HMRC.
Rather than having to notify, and then you needing to update this yourself Xero will save you this step and do it for you!
I'll come back to share when this is released for you all, here.
Heather Palmer supported this idea ·
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150 votes
Heather Palmer supported this idea ·
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429 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.An error occurred while saving the comment Heather Palmer commented
These things are so irrelevant to what is actually missing in the new invoicing system, leave the classic invoicing as it works the way users prefer, there is so many options that are used in the classic invoicing that work well and are not in the new invoicing. I moved back to the classic invoicing as soon as the new invoicing became available and will NOT use the new invoicing again until things are rectified. You CANNOT discontinue something that works well for your user. XERO PLEASE LISTEN TO YOUR USERS THEY PAY YOUR SALARY. There are other programs out there that we can all move to, but using Xero for the past 6 years has made me so frustrated time and time again that you dont listen to what users WANT.
Heather Palmer supported this idea ·
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255 votes
Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Heather Palmer supported this idea ·
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14 votes
An error occurred while saving the comment Heather Palmer commented
I have an employee who works over two business units. and use tracking categories in their timesheet one of which is their employee group this works fine EXCEPT it does not include superannuation in that - it also does not include annual leave items. Xero payroll is not up to standard and you need to get your staff to fix it up to allow reporting to show correct information.
Heather Palmer supported this idea ·
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4 votes
Heather Palmer shared this idea ·
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61 votes
Heather Palmer supported this idea ·
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147 votes
Heather Palmer supported this idea ·
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1,019 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Heather Palmer supported this idea ·
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156 votes
Heather Palmer supported this idea ·
Classic invoicing - why have you removed to send an attachment when using xero to xero. This always worked but lately it has changed...... By the way I refuse to move to new invoicing until xero to xero option is available in the new invoicing.
Xero please listen to your users who know their own businesses and needs. Xero to Xero is a fantastic option and you have removed it and replaced with e-invoicing which no one uses