Settings and activity
16 results found
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11 votes
Appreciate your feedback on this here, everyone. This has been shared with our product team.
They did thoroughly consider how and where this prompt was shown in the product, and I want to be open that we don't have any plans for enabling the ability to hide the Make Payments option from this screen.
An error occurred while saving the comment 
Zak Labanca
supported this idea
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758 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment Zak Labanca
commented
I'd go further than Tom. The invoice history is broken, and needs fixed. Not adjusted. It's not fit for purpose.
Zak Labanca
supported this idea
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340 votes
An error occurred while saving the comment Zak Labanca
commented
Probably best to accept that Xero are more interested in increasing fees and making their product "beautiful" rather than useful.
Dext has introduced an approval workflow feature that includes the (obvious) step of notifying the approver that something needs checked. I'd highly recommend you use that.
If you are using Hubdock, or (god forbid!) the Xero in system billing features, I can't recommend a move to Dext enough. It's head and shoulders above both Hubdoc and Xero.
An error occurred while saving the comment Zak Labanca
commented
@melissa
Quickbooks?
Although I generally hate the software (probably because I don't use it enough rather than it not being that good) it does have a proper approval process. Assign an approver and when an invoice is ready they get a notification automatically.
An error occurred while saving the comment Zak Labanca
commented
Simple change which would make the whole approval process much more streamlined and usable.
Zak Labanca
supported this idea
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346 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
Zak Labanca
supported this idea
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349 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Zak Labanca
supported this idea
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411 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Zak Labanca
supported this idea
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
511 votesThanks 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…Zak Labanca
supported this idea
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95 votes
Hi 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
An error occurred while saving the comment Zak Labanca
commented
I agree.
Don't know who the product testers are but they are not accountants, doubt they are real users.
Xero needs to realise that the further they go down the "software for idiots" route that takes away from the actual functionality of the product accountants will start leaving in droves. Product too expensive to be poor quality.
Sure a disruptor will be around soon that will actually understand what their market needs and will start taking customers in droves.
Beautiful isn't a desirable asperation. You should be going for functional.
Zak Labanca
supported this idea
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60 votes
An error occurred while saving the comment Zak Labanca
commented
We waste so much time with this every year.
Would be good to have an update from Xero nearly 18 months on!
An error occurred while saving the comment Zak Labanca
commented
This is an excellent idea.
As it stands the CIS add on for Xero is poor to say the least. This would go some way to helping accountants reconcile the CIS account as the current CIS system is terrible.
Product clearly produced by someone with A - no actual real life experience of CIS and B - a very poor understanding of CIS.
Zak Labanca
supported this idea
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55 votes
An error occurred while saving the comment Zak Labanca
commented
Agree with above comments. This really is basic accounting 101, madness this wasn't implemented from day one.
Who do you guys get to test your idea's. They are terrible at their job whoever they are.
Zak Labanca
supported this idea
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13 votes
Hey community! As a few of you have rightly pointed out, the previously posted workaround isn’t suitable if your end date is prior to your start date. In this case, you will have to update both start and end fields.
Thank you to everyone that flagged that, and apologies for the confusion.
Because the the Bank Reconciliation summary lives in the Bank Reconciliation reporting pack, the date picker available is the same as the other bank reports (Bank Statement and Statement Exceptions).
Understand that some users would prefer an ‘as-at’ date instead, similar to the older report. In the meantime, you can select the same date in both fields to achieve this.
As that doesn't quite solve this for some users, we're leaving this idea open to continue to collect and share your feedback with our product team.
An error occurred while saving the comment Zak Labanca
commented
Hi Ethan. Glad to see someone at Xero has tried their own product.
If the issue is the (frankly useless) report pack then give us the option to simply run the previous bank rec. The report pack is just a waste of time (who actually uses these - they should be useful, but like everything Xero development related it is a half baked idea that doesn't really work).
The people who flog your product to clients (ie us accountants) use these reports all the time. These bizarre design choices just make life difficult for us.
Just to clarify though - it's not that it doesn't solve the issue for some users, it simply doesn't do what it is meant to in an efficient manor. We are wasting time adjusting these reports constantly. If anyone at Xero has prepared accounts they will know that you will be running these reports all the time, so this isn't a "once a month" waste of time. Especially if you have a client that hasn't kept their bank up to date, or the bank feed has duplicated/missed transactions (which happens ALL the time with some bank feeds).
An error occurred while saving the comment Zak Labanca
commented
Kelly, thanks for taking the time to respond, but have you actually tried your advice? Because I have and it doesn't work like that.
For example, I open the report and the date defaults to today. I change end date to the date I want (that isn't a Xero preset, like last YE) and press update. As the date I picked is before the start date your bank rec defaults to Xero then changes my end date to the start date and then a different end date - which obviously isn't what I want.
An error occurred while saving the comment Zak Labanca
commented
Who tests these changes?
Annoying, and unnecessary change yet again.
Even the ability to set the default report to the old one rather than the (IMHO) unnecessary "report pack".
Zak Labanca
supported this idea
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110 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
An error occurred while saving the comment Zak Labanca
commented
Agree that this is an absolute no brainer. I occasionally need to faff around doing this for clients (and it is a faff) and it makes zero sense.
Stop wasting time redesigning reports and making "solutions" for MTD for IT etc and doing something useful like sorting functionality in your core product like this.
Zak Labanca
supported this idea
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297 votes
Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better.
We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ.
Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.
We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit…
Zak Labanca
supported this idea
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392 votesZak Labanca
supported this idea
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11 votes
Thanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules.
This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.
Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.
An error occurred while saving the comment Zak Labanca
commented
Disaster is no longer waiting to happen. Major design flow. Please fix ASAP.
Zak Labanca
supported this idea
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24 votesZak Labanca
shared this idea
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Please stop with the endless pop-ups! I don't need to be reminded of your set up bills payments button every time I open up the bills page.
We already pay enough to you without having extra add-ons shoved down our throat's every time we open up the software.
The annoying pop up is for a function which is A)wildly expensive, and B) Doesn't work!