Settings and activity
18 results found
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289 votes
An error occurred while saving the comment 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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286 votes
Thank you for your on-going input and attention to the idea here, everyone.
We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.
I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.
For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.
Zak Labanca
supported this idea
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428 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Zak Labanca
supported this idea
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279 votesZak Labanca
supported this idea
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194 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Zak Labanca
supported this idea
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352 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…Zak Labanca
supported this idea
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376 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
Zak Labanca
supported this idea
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New 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
423 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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620 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.
Zak Labanca
supported this idea
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741 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
An error occurred while saving the comment Zak Labanca
commented
CREDIT NOTES
If an invoice or bill has already been paid there is currently no ability to create a credit note.
You need to copy the invoice, create a credit note based on that one, un-allocate the credit note (as Xero annoyingly allocates it), then find and delete the copy invoice you had to create.
Allow us to create credit notes from bills/invoices that have already been paid. This feature has been asked for years. Its not even a feature, is fixing your poor design choices. Surely your "super amazing new invoicing" can cope with something as BASIC as this.
Start involving people who do accounting/bookkeeping for a living in your design process and do it properly the first time round.
Zak Labanca
supported this idea
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An error occurred while saving the comment Zak Labanca
commented
Creating a credit note from a previously paid invoice/bill really needs to be addressed.
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53 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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42 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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102 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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275 votesZak Labanca
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370 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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23 votesZak Labanca
shared this idea
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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.