Settings and activity

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1. New Invoicing - Reduce number of steps and clicks

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   294 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items you have on hand to sell. 

   This year we’ve made updates to bring more actions into the body of the invoice, so you can now add tracking options on the fly, or set or edit the exchange rate on foreign currency invoices. And, as of this week we’ve released a whole set of new shortcuts to save clicks and help you quickly perform common actions like being able to Approve an invoice which we know is valuable to our customers! While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.  

   We have more updates in store like changes to the Contact ‘To’ field that I mentioned in my last update and improvements to the line item grid within the body of your invoice. You can read more of what’s to come on Xero Central. 

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items… more

   Kris Armstrong supported this idea  ·  05 April, 2024

2. Email to Credit Note

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   62 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate the interest here, everyone. Being open this isn't something we have current plans for. 

   
   

   Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂

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   Kris Armstrong commented  ·  05 May, 2023  ·  Edit…  ·  delete…

   Hi Xero team,
   Hubdoc is not always the best option for 'normal' day-to-day credit notes. I personally have found Hubdoc clunky and unreliable when uploading documents or pictures so struggle to trust this program.
   A 'simple' conversion to a credit note would take care of a lot of these issues.
   It would be great if we could forward a credit note via email to bills, then click convert to a credit note.
   Alternatively, could you provide a second email address purely for credit notes??

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   Kris Armstrong supported this idea  ·  20 May, 2022

3. User Role: Invoice Only - Ability to add tick box options for setting up a new invoice only user

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   submitted  ·  6 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Kris Armstrong supported this idea  ·  26 October, 2022