Settings and activity
49 results found
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622 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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140 votes
Hi team, we appreciate and thank everyone for feedback. While we began a roll-out for the notification changes mentioned in my last update, as shared in some of the recent comments this resulted in a fair amount of noise for some customers inbox.
We've made the decision to turn off the recent notifications changes.
We'd like to provide more controls around this so users can set a preference, however this does require a fair amount of work and not something we're able to do right now.
Please know we have keen eyes on this idea and when we're in a position to progress this again I'll share news with you all here. Thanks
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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12 votesJo Russell
supported this idea
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28 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
supported this idea
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723 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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638 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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11 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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60 votes
An error occurred while saving the comment Jo Russell
commented
With more and more clients using automated systems to receive invoices, sending an automated reminder to the same email address creates havoc in their systems. We are getting more and more terse emails from clients asking for invoices to go to their invoicing email ONCE and then all reminders to go to a different email address.
It's impossible to keep on top of which clients this affects and is beginning to impact our debt collection processes. Please consider this upgrade.Jo Russell
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Jo Russell
shared this idea
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5 votesJo Russell
supported this idea
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260 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
Jo Russell
supported this idea
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77 votes
We appreciate all your support and sharing on your needs in backorders through this idea.
Our product team have been working away to refresh purchase orders which'll be released over the coming months.
Work for negative inventory is also in progress, and our team are looking at how this flow works through to sales invoices for backorders. 😊
We'll make sure to update you as there is more news to share. Thanks
Jo Russell
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53 votesJo Russell
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87 votes
Hi team, thank you for the input from you all that helped with our team's research.
Over the coming months we'll be delivering a new purchase orders experience, that'll provide the ground work for new features like the ability to create part bills from a Purchase order.
We understand the appetite from our community in this and will be sure to keep you looped in on progress. 🙂
An error occurred while saving the comment Jo Russell
commented
It would be extremely helpful if we could upload purchase orders for the full year based on the budget and then chip away at these invoices throughout the year.
E.g. we're expecting 12 x monthly invoices for cleaning for the same amount each month. The year's purchase order is approved by management. Then each month, we receive a bill for 1/12th of the total purchase order.At the moment, it's not possible to see the REMAINING BALANCE of a purchase order that's been part-receipted.
Jo Russell
supported this idea
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61 votes
Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
Jo Russell
supported this idea
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76 votesJo Russell
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13 votes
Appreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.
At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.
For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.
Jo Russell
supported this idea
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35 votesJo Russell
supported this idea
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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.