Settings and activity
17 results found
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18 votes
Hi team, this isn't something we have direct plans for developing atm, however for those with the Adviser role you could consider using Find & recode as a way to bulk assign tracking to your transactions lines.
It's important to note that it's not possible to undo a recode, so if you're unsure of how the features works at all we';d recommend trying it out in the demo company first.
An error occurred while saving the comment 
Matt Batchelor
supported this idea
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25 votes
Hi team, while we appreciate hearing your feedback on the new purchase orders experience we do request that each post be limited to a single idea to help other members know what they're voting for, as well as sharing back with our product teams and considering changes. I've updated the title of the idea here around the whitespace and welcome you to create new ideas for other specifics you'd like to see.
To provide an update around the attachments - our team recently implemented a change to move the placement of this button to the top of the page next to Save and Approve options.
Relating to lines - with how this new experience now works when you add an item, or enter an amount in a line the Quantity will default to '1', also adding an item will automatically add a new row beneath. Thanks
Matt Batchelor
supported this idea
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45 votes
An error occurred while saving the comment Matt Batchelor
commented
Same issue in UK, and I believe most jurisdictions. With autosave set up it causes a bunch of manual work to rework accidentally created drafts.
Matt Batchelor
supported this idea
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36 votes
An error occurred while saving the comment Matt Batchelor
commented
This has become critical with Auto-Save being implemented on POs and Invoices. Have already created two unwanted invoices and a few unwanted POs. Only a matter of time before an unintended change slips through the net and causes us an issue.
Matt Batchelor
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8 votes
Appreciate why you'd like to be able to attach a file to an existing transaction from the detail you've shared here, Hitesh.
This isn't possible from the Files inbox atm, however as you may already be across - from the flip side you can attach a file from the Files inbox from within the transaction.
Do get this means having to go to the transaction to perform what you're asking and we'll get a sense of the interest in being able to attach to an existing transaction from within the Files inbox, here.
Matt Batchelor
supported this idea
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20 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Matt Batchelor
supported this idea
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22 votes
Thanks, Carol for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Matt Batchelor
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17 votesMatt Batchelor
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81 votes
Hey everyone, we've been following the conversation closely and appreciate the invaluable feedback regarding expenses in Xero.
Whilst we can see how forwarding expenses to an email address would be useful for your staff, this is currently a functionality that is not on our product team’s roadmap. In line with our new Xero Product Idea status, we’ve now updated this to Not In Pipeline.
We’ll continue to monitor the support for this idea and will keep you updated with any future changes.
An error occurred while saving the comment Matt Batchelor
commented
Hello Xero team,
Adding my vote here. I have a whole load of EV charging and hotel invoices as pdf attachments in my inbox after a long project off-site.Ideal (for me) would be to register an email address (which may be different to my login as I work across different orgs) so that if I forward an email with attachments it starts a new draft claim on my login for that firm, and attaches the invoice.
Bonus points if Xero can automatically recognise a non-pdf email-as-invoice, print it as a pdf and attach to a draft claim.
I can then log in later and complete claims and submit.
As an engineering consultant this would probably save a week's billable time per year.
Matt Batchelor
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27 votesMatt Batchelor
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52 votesMatt Batchelor
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87 votesMatt Batchelor
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35 votes
Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
Matt Batchelor
supported this idea
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95 votes
Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
Matt Batchelor
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67 votesMatt Batchelor
supported this idea
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345 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Matt Batchelor
supported this idea
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467 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
Matt Batchelor
supported this idea
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Hi Xero team,
Given that you're working on the PO module now, and there seems to be a new grid view library in use, is this something that could be added 'while you're in there'?
For prototyping/manufacturing stuff it takes ages to fill out categories line-by-line where each item needs identifying separately on the PO.