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  1. 437 votes

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    Hi everyone, we appreciate and thank you for contributing to product ideas. The implementation of autosave in new invoicing originally came from feedback we received from our community - Many customers entering invoices, where their data could be lost if they closed the window or logged out of Xero accidentally. 

    With the move from classic to new invoicing in the past year we appreciate hearing more feedback on this feature from our community. There are differing points of impact that you’ve shared, and is all highly valuable information to our product teams. 

    However, to set a realistic expectation we want to be honest that we don’t have any planned work for removing auto save.

    If you find something you suspect could be a bug and isn’t working correctly in autosave, we recommend raising this with our Support team via Xero Central and providing details - This way our team can…

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    Jill Fechner commented  · 

    @Jane Skinner - Here, here! Well said indeed, Jane!
    Do we need to start a new "idea" for this as we can no longer vote?

    Jill Fechner supported this idea  · 
  2. 1,261 votes

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    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…

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    Jill Fechner commented  · 

    We now have new invoicing, where is the ability to add more contacts? If it was available in the back end in April 2024 why has it not been pushed out with new invoicing?

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    Jill Fechner commented  · 

    So, the new invoicing is out and creating havoc. When will multiple addresses be available? It should have been ready to go launch the minute classic was retired.

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    Jill Fechner commented  · 

    https://central.xero.com/s/learning-assignment/a3O3m000007UcgnEAC/lea31109729 noting your learning still references the single page contact form !!

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    Jill Fechner commented  · 

    The ability to change the primary contact without re-entering it would also be appreciated. Contacts change all the time, I should be able to mark another contact as primary which unchecks the existing primary person.

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    Jill Fechner commented  · 

    Data Relationship 101 - create 1 company (type = Customer or Supplier) with many contact records allowed

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    Jill Fechner commented  · 

    Critical for a lot of users. Update please.

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  3. 13 votes

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    Jill Fechner supported this idea  · 
  4. 17 votes

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    Jill Fechner supported this idea  · 
  5. 449 votes

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    Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.

    Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth 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.


    Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.

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    Jill Fechner commented  · 

    The option to turn off Auto Save is critical.

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    Jill Fechner commented  · 

    Classic, I can see the entire invoice on the page. New version, I have to scroll because someone in your design does not understand the basics of CSS.
    This is not user-friendly. '
    You have been asked repeatedly by so many of us to fix this. Please comply.

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    Jill Fechner commented  · 

    Why is payment not in the same position on New invoicing as on the new billing page.
    At the bottom of the invoice, it is easy to enter rather than click up the top and then click again to see the reference field, which could easily be displayed as there is plenty of room to do so.

  6. 331 votes

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    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

    Jill Fechner supported this idea  · 
  7. 748 votes

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    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. 

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    Jill Fechner commented  · 

    @Martin Danger
    Wow. Do they not understand the importance of an accurate audit of user actions? Critical to a finance system.

    Jill Fechner supported this idea  · 
  8. 13 votes

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    Hi everyone, we appreciate your feedback on the show/hide fields option. As you may have seen in other updates we're working on a new line item grid that will encompass a few enhancements we know our customers want to see, and will also include an improvement to the behaviour of the show/hide fields so the options you select will be retained. I'll come back to confirm when this is released.

    Jill Fechner supported this idea  · 
  9. 342 votes

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    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

    Jill Fechner supported this idea  · 
  10. 196 votes

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    Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.

    This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.

    We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.

    Jill Fechner supported this idea  · 
  11. 7 votes

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    HI Jill, appreciate you posting here, not knowing where else to go.

    For something that appears to not be working as it should or where you're having performance issues in Xero - these are best to raise with our specialists at Xero Support where we have tools to investigate, triage any issues and escalate with our team if needed.

    When it comes to new invoicing we've communicated a lot of the changes and what's coming up through our Xero central page here. Otherwise, you'll also find many ideas for changes across product ideas here that I'd recommend joining for updates where you're interested. Searching 'New invoicing' on the main page of the site should help you find a list of the different features.

    Jill Fechner shared this idea  · 
  12. 407 votes

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    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…

    Jill Fechner supported this idea  · 
  13. 497 votes

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    Thanks 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…

    Jill Fechner supported this idea  · 
  14. 94 votes

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    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

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    Jill Fechner commented  · 

    I agree
    2 most recent annoyances from the beautifying
    Choosing a default view for billing. Constantly having to reset as it forgets
    New invoicing having to open a separate modal to enter a payment then having to click withon that to add a reference

    Jill Fechner supported this idea  · 
  15. 85 votes

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    Jill Fechner commented  · 

    Customer moving to Peppol and requires einvoicing. I cannot do this with the current repeating template I have. Seriously !! The New Invoicing template can not be used for a repeating invoice. Why??

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  16. 21 votes

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    Jill Fechner commented  · 

    agree

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    Jill Fechner commented  · 

    Agree, employee name should form part of the filename

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  17. 94 votes

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    Jill Fechner commented  · 

    Remittance Advice - too many clicks
    After I pay a bill I get a small pop-up in the bottom left corner in Chrome with a select link to send a remittance advice. On click, I get a modal to check the fields and then hit send. I have to hit send twice in that modal for it to actually send.
    The form focus should move to the send button.

    Jill Fechner supported this idea  · 
  18. 68 votes

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  19. 23 votes

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  20. 639 votes

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    Jill Fechner supported this idea  · 
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