Settings and activity
57 results found
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72 votes
Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
An error occurred while saving the comment 
Jo Russell
supported this idea
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209 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
An error occurred while saving the comment Jo Russell
commented
The NZ government is moving to eInvoicing and all departments require their purchase order numbers to go into the Reference field for their systems to read the eInvoice.
This will be a REQUIREMENT for some of us with NZ Government clients from January 2027.HOWEVER, we currently use that field for internal reference numbers. There is no alternative header field available.
When browsing the Contact card, the Reference field is the one that we can see, so it is easy to find the relevant invoice based on the internal reference number.
HOW do we reconcile our need for an INTERNAL reference with our client's REQUIREMENTS to use that same field for their purchase order numbers in order to use the eInvoicing functionality?
Jo Russell
supported this idea
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79 votes
Hi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.
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.
Jo Russell
supported this idea
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4 votes
Thanks for the additional detail, it helps when reviewing the needs and for others to be able to understand if they'd like to support this too.
Can see how this additional detail would help when reviewing your files in the archive folder.
We'll start to get a sense of the community interest here and I'll share if there are any updates.
Jo Russell
supported this idea
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Homepage - Ability to control what messages and adverts appear
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Xero%20homepage.docx 64 KB -
Auto%20Reconcile%202.png 7 KB -
Set%20Up%20Payments%20-%20every.%20single.%20invoice..png 76 KB -
Auto%20Reconcile%201.png 5 KB -
Syft.png 7 KB -
Chasing%20Payment%201.png 4 KB -
Case%20-%20Dashboard%20Banner%20%E2%80%93%20Xero%20Central.pdf 133 KB -
Screenshot%202025-09-02%20at%2011.40.45.jpg 153 KB
71 votesThanks for your feedback about this.
The community can now get behind and support this idea.
Along with votes, other members can now comment to share their thoughts.
Jo Russell
supported this idea
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122 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Jo Russell
supported this idea
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68 votes
Hi everyone, thanks again for sharing input on widget placement on the homepage.
As mentioned in our last update, once you Edit Homepage and Save the layout this will be saved for that screen size. If you change screens a prompt is also surfaced to explain that you may want to reset and save your layout.
While we don’t have plans to allow vertical stacking at this stage, we're improving the edit experience. This will make it easier to see how changing a widget's position shifts other items on your screen. I’ll let you know as soon as this is released.
Jo Russell
supported this idea
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57 votes
Hi everyone, it makes a lot of sense to want a cleaner way to organise dashboard widgets. When related items like bank accounts or invoice summaries are grouped together, it’s easier to find what you need without much scrolling..
For now, you can use the Edit dashboard button at the bottom of the page to reorder widgets—move your most-used ones to the top and hide the rest.
This idea is now Gaining Support, so we can see how many others would like more control over dashboard layout. We’d love to hear how you’d group your widgets—keep the votes and comments coming!
Jo Russell
supported this idea
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79 votes
Thank you to everyone that's joined and shared feedback on our new homepage experience, here. Continuing to review and take this on board our team are working on some updates to the Invoices owed to you and Bills to pay widgets.
The intention is to offer more flexibility in the size of these widgets with the ability to reduce and remove the graph from showing.
I'll come back to share more as this progresses.
Jo Russell
supported this idea
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71 votes
Hi everyone, we really appreciate your feedback and the growing support this idea has received. Our product teams have been taking on board all that our customers have shared back on the new Homepage and are currently working on improvements to the sizing of some of the widgets including the Invoices owed to you and Bills to pay widgets - The intention is to provide a smaller widget size in which drafts will be shown beside the chart instead of below, helping the visibility and ease of use as you're after here.
I'll be sure to round back and update you when this is delivered 🙂
Jo Russell
supported this idea
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78 votes
Hi team, thanks for feeding back on my last update, it's good to hear how the contrasting has or hasn't helped solve needs for differing users.
We appreciate further context of your needs here and want you to know this is something our team have still been looking into.
We now have a piece of work underway that when released will show borders around widgets on the homepage 🙂 Though I can't give timeframes for this as yet, I'll keep you looped in on further updates for this here.
Jo Russell
supported this idea
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652 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Jo Russell
supported this idea
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25 votes
Thanks for all your input and sharing the needs in seeing awaiting approval invoices and bills from the Dashboard.
We'll soon be rolling out our new Homepage experience. The team have put a lot of work into designing the new widgets with our customers front of mind.
Within the new Tasks widget you'll be able to get a quick snap of invoices (and bills) awaiting approval, and from the 'Invoices owed to you', and 'Bills to pay' widgets you can get a quick understanding of the # of invoices or bills awaiting approval and amounts associated to them.
Try it out in the demo company now and I'll be back to share when it's fully released 😊
Jo Russell
supported this idea
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3 votes
Hi Jo, thanks for sharing this idea. We appreciate you explaining how dual reference fields could help meet government client requirements, especially with the January 2027 eInvoicing mandate approaching. After reviewing this with our product team, we've moved this idea to Not in pipeline, which means the product team have reviewed the idea and it isn't on the foreseeable roadmap. The idea remains open for votes, so we encourage the community to continue supporting it if this impacts their business. We'll keep monitoring feedback from the community on this topic.
Jo Russell
shared this idea
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13 votesJo Russell
supported this idea
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29 votes
Hi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme.
This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here
An error occurred while saving the comment Jo Russell
commented
We have just received a notice from a large corporate client that we need to change the way we send our invoices to their mailbox.
"SUBJECT of the email must be in the following format and must be unique
<Invoice number><Purchase Order number>"If we could set up an email template that matches their requirements and which is the default on their Contact card, then we don't have to remember to manually change the email for every invoice we send them.
We have several classifications of clients with a different email template to be used for each type. It's been just another thing to have to remember when sending invoices out, but with invoice receipting becoming more and more automated, there needs to be more flexibility in the Invoicing part of Xero.
Jo Russell
supported this idea
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751 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment Jo Russell
commented
The work-around of setting every additional person to appear in emails only works for the initial transaction. For the automated invoice payment reminders, that would mean that everybody would receive these.
The other thing with setting every additional person to appear in emails, is that their job title doesn't appear. Unless the Accounts person knows who all of a client's contacts and their position within that client, this suggestion adds no value.
Large organisations are moving towards having an automated email address for receiving invoices, and only invoices, with statements needing to go to a different email address. Again, setting the default person to the invoicing mailbox creates issues when the automated reminders go out as they are going to the wrong address and causing issues in clients' automated systems.An error occurred while saving the comment Jo Russell
commented
The only way to get all of a Contact's people/emails addresses to appear in the Invoice Send function is to tick each person as "Included in emails".
If everybody is marked as "included in emails" then everybody listed on that contact will receive all automated payment reminders. This is a worse solution that the current problem.
An error occurred while saving the comment Jo Russell
commented
Please also see this product idea from May-22:
Jo Russell
supported this idea
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677 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
An error occurred while saving the comment Jo Russell
commented
We have government clients who are asking to be sent invoices using the eInvoicing function, rather than pdf's via Xero's email function, BUT they also require a separate field to be added to the invoice header so that their system can recognise the invoice.
Without a custom field on the invoice header, we are unable to comply as we already use the Reference field for internal purposes. If we could add an internal reference field that can be seen on the Contact card in the same way the Reference field currently does, that would solve the issue.Jo Russell
supported this idea
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5 votes
An error occurred while saving the comment Jo Russell
commented
Because the New Invoicing doesn't record when an invoice is re-sent once the 'Sent' box is ticked, that box needs to be unticked if you want Xero to automatically record where and when an invoice has been sent (as it used to under Classic Invoicing). To enable the record to be added to the History of the Invoice, the 'Sent' box must first be unticked.
However, if that invoice relates to a Locked/Closed period, the period first needs to be unlocked.
To resolve this, either the 'Sent' box function is uncoupled from whether the period is locked or not. Or the History and Notes automatically records whenever an Invoice is sent without having to untick the 'Sent' box.
This used to work seamlessly in the Classic invoicing.Jo Russell
supported this idea
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13 votes
Thanks for sharing your thoughts and adding your vote to this idea! We totally get how important it is to keep your customer contact info accurate and up to date. An automatic update feature through invoicing sounds like a great way to save you some valuable time.
Right now, if you send an invoice to an email that’s not already linked to a contact, you’ll need to add that email manually in Xero. The current setup is designed to be flexible so you can send invoices to multiple emails without changing the contact record. But we can definitely see how this feature would speed things up for you.
This idea is now in the “Gaining Support” phase, which means it’s open for votes and comments. We’re keeping an eye on how much interest it gets from the community. Your vote really helps us understand how much this feature matters to…
An error occurred while saving the comment Jo Russell
commented
@Kelly - perhaps a pop-up question to make the decision at the time would be the solution?
It would have been good to have a pop-up in the new invoicing the first time an invoice was sent where the contact didn't have an email address for user awareness. I only discovered this change in the software's behaviour when I investigated the 'Missing Email' message.Jo Russell
shared this idea
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In the previous iteration, it was possible to open up a folder within the Files area and drag and drop a number of files at once into the correct folder.
With the changes, they can only be dragged and dropped into the Inbox and then need to be filed to the relevant folder - extra steps.
There is now a LOT of noise in the Archive folder as every single file attached to every single transaction is dumped into "All archived" and there is no ability to easily find anything.
It would be helpful is there was an ability to filter or search through these thousands of documents, or perhaps to have them automatically filed in folders based on the Type of transaction they are associated with (e.g. Invoice, Bill, Credit Note etc).