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44 results found
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437 votes
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…
An error occurred while saving the comment An error occurred while saving the comment 
Kathy Skinner
commented
This is one of the worst ideas - autosave is a nightmare and given Classic worked so well they have completely annihilated new invoicing. We shouldn't have to use work arounds for any part of it at all. We should be able to do what we used to do.
Xero just can't admit they've screwed it up badly and instead of giving us all a discount on subscriptions they just keep with the and tell us how they're listening.
If you were listening then fix what we're asking for - turn off the autosave etc.
Edited by community manager to remove inappropriate language
An error occurred while saving the comment Kathy Skinner
commented
I agree. Another issue I've now found - I do batch invoicing based on groups and in some cases there are up to 47 in a group. You would think that creating draft invoices for them would only include that group e.g 22 which are the current ones in that group, instead stupid Xero says there's 42 and then when you create them it gives a message saying sorry but 20 from your group couldn't be created but no link to click on to see what ones they are. This didn't happen in classic as I've done my invoices this way for a few years now.
Example of what see now - it also now doesn't even do them in alphabetical order but in invoice order instead which it used to in classic if I remember rightly and made it easier to check I had all the current.
I'm lodging it as a case but suspect they won't do anything since they aren't really fixing any of the issues we are all complaining about any way.An error occurred while saving the comment Kathy Skinner
commented
The whole autosave is ridiculous - who ever came up with the idea should be fired!!
It's a nightmare when having to use the history for Debt Collection purposes or even just proving when, where and to who the invoice was sent just to get payment for an overdue invoice. I use the history quite a bit in this case especially when we don't get advised that someone has left the company but the emails still go through.An error occurred while saving the comment Kathy Skinner
commented
As long as I only have one line for an invoice I don't put the customer in until I've finished getting everything else in so it doesn't save it but I'm dreading this when I have to do my batch invoicing based on membership tiers as there's a lot in some of them. I know that isn't going to work for a lot of users though and they need to get rid of the autosave altogether and let us save a draft like in classic.
Bad enough it takes longer just to do one invoice to make sure everything is correct before I save it, then to look at the history and see of the useless "edited" entries when nothing was really done except I clicked into it is a real pain.An error occurred while saving the comment Kathy Skinner
commented
Should never have included this, should have been the same as classic and you got the option to save a draft not have it automatically done.
Big Fail to not include the option to turn this off when developing the new invoicing.Kathy Skinner
supported this idea
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64 votes
Hi everyone, we appreciate your engagement with us about Just Ask Xero(JAX) and concerns shared on the data this model uses.
To confirm the LLMs are not trained using any Xero data. The AI behind JAX uses LLMs available from commercial vendors like Microsoft, Google and Amazon, (we have commercial agreements that prevent them from training their models with our customers data), as well as proprietary technology, JAX Assure, that works in concert to support accuracy and security.
JAX is currently in beta - Once your organisation is invited to opt-in to the beta, you can trigger the opt-in buy sending JAX a message in the pop-up window of your dashboard.
However, if you’re not interested in using JAX, don’t send a message, and the assistant won’t be activated. You can also dismiss the pop-up using the 'x' in the top right corner. You'll be prompted once more and can…
An error occurred while saving the comment Kathy Skinner
commented
@Kat - I don't see the point of it as you can ask the help section etc if you need answers. I ignore it but I dislike seeing it sitting in a banner across my screen.
I wouldn't trust it to do an invoice or anything else, they claim it learns from what you do but I've also seen other comments about it.Just another useless thing that they've added to the system. They should be concentrating on fixing all the problems with new invoicing and all the other issues first especially ones that have been requested for several years and they've just ignored or given their generic answers to everything.
An error occurred while saving the comment Kathy Skinner
commented
Why ask when you can see what a total for invoices that haven't been paid just by looking at the unpaid section on the dashboard then click into it and see the invoices. I wouldn't even ask it to generate an invoice given all the issues with the new invoicing anyway and then you would still have to double check what it's done anyway.
I just cancel it when it shows up and don't click any option showing.An error occurred while saving the comment Kathy Skinner
commented
I agree as I will never use it either and certainly DO NOT want them using any of my data for it's training purposes either given what some of my clients businesses are.
YOU DO NOT HAVE MY PERMISSION FOR USING ANY OF MY DATA FOR THIS TRAINING PURPOSE AND I EXPECT TO BE GIVEN THE OPTION TO TURN OFF JAX.
You've already made new invoicing a nightmare no need to make it even harder than it already is. Not everyone wants to use an AI Assist in their work.
Kathy Skinner
supported this idea
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749 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.
An error occurred while saving the comment Kathy Skinner
commented
I agree with Sara and all the others - the history is not an accurate record any longer in what has been changed - I don't need edited to come up just because I viewed the **** invoice and didn't do anything to it. There are so many useless lines in the history that it's ridiculous, I also don't need it showing as unsent when it's saved initially as I'm fully aware it hasn't been sent.
Xero are no longer paying attention to anything we say given the long interludes before they respond to anything. When they do they are condescending of their users in their reply.
Review them on Trust pilot as they reply pretty quick to your comment on there - but again still pretty much the type of answer you get here and put your complaints anywhere else you can - as someone suggested in another thread - Facebook etc. they even had #tags.
Their platform revenues will likely drop if they haven't started to already.
An error occurred while saving the comment Kathy Skinner
commented
@Sally - We've told them the history is now s**t, multiple times. I can't believe how many lines have "edited" when I've only viewed the invoice now. I have also previously used this to lodge with Debt Collectors under the Classic version which gave the specifics and even used it to chase up overdues. Now it's a nightmare to try and sort out what is specific without all the extra useless information that's now added.
It used to be three lines when I first did an invoice under the classic now I end up with so many extra lines with just edited when all I've done is move from one box to the next before finally approving the invoice.
They really don't care at all as is obvious with their silence or their condescending replies about all these issues.An error occurred while saving the comment Kathy Skinner
commented
It should be the same as it was and show all email addresses it's been sent to. They don't seem to grasp the fact that this history is used when chasing overdue invoices and shows where it has been sent in the past. I use this a lot especially when they claim they never got it but history shows that it has been sent and when and to who.
I'm starting to copy and paste email addresses into Notes/history for now so Xero better get their act together and sort this out as it's time consuming when you have to this just to make sure you can prove it's been sent.The new invoicing is a nightmare and agree with Danny they need to admit they have stuffed it up completely and wouldn't be the first company to do that.
Their improvements are all backwards and the screen is still too big, it should be as compact as Classic is to look at.An error occurred while saving the comment Kathy Skinner
commented
@Fiona - petition signed and shared.
@ Jim Morris & Martin Danger - I agree the history needs to be the same as in classic. I have used this to prove that an invoice/s have been sent when not only filing with a Debt Collection agency but also for clients to prove that an invoice has been sent and to who, when and the email address it was sent to when they have claimed they never received it.
It is an audit trail and especially important in the case of a dispute about something.
I find the reply about it to Martin absurd as it seems they can't be bothered to bring that over or else they the developers are too dumb to actually do it. According to Kelly's answer above we'll see all that. I also want to know who made changes to an invoice and when not just "edited" or whatever.
I don't want to have to copy and paste the email address/es I have sent the invoice to into history as a note just incase there is issues in the future.So tired of these so called improvements that don't work. The new invoicing has supposedly been in the pipeline for 7 years yet it's just rubbish at the moment. If it's been this long coming then it should be as good as classic with improvements needed not going backwards. It also shouldn't be getting forced on us till it actually works properly.
An error occurred while saving the comment Kathy Skinner
commented
Seriously the notes and history is total **** - every time they say something is fixed it's got worse or something else has disappeared altogether or is worse than it was originally.
Now I get an email about the change over of our plans and when they will happen and what the new price is effective as of the 12th September yet they haven't fixed the issues with this new invoicing but are expecting us to pay the increase. No choice either since they only allow Direct Debit and no doubt if you blocked that then they'd block your access.Surely there is something under the Fair Trading Act that might cover this as being a service that's not fit for purpose under the circumstances yet they are increasing the price and forcing us to use it. Maybe the Commerce Commission could help?
I saw a post earlier from another user (not sure which forum they posted it on though) who said they would lay a complaint if this went ahead but not sure if it was with the Commerce Commission or another agency.Time Xero admitted their failure on this and pulled it until it actually works, not force it on users saying ***'ll be all sorted by November. Considering all the things that have been requested over the years that is highly unlikely this will be sorted like they say but we'll be stuck using it.
I've had more problems since they started this new so called invoicing with things not loading or just going into a cycle of trying to load or just taking me back to log in etc plus in some cases the back button takes me to a totally different screen than what I was in and just needed to go back to the original page.Kathy Skinner
supported this idea
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An error occurred while saving the comment Kathy Skinner
commented
Maybe only works from their end. They are totally not listening and it's frustrating to say the least.
An error occurred while saving the comment Kathy Skinner
commented
I've noticed it only mentioned the name of the person the invoice got sent to which is no help if the actual email address doesn't also show. Having to click back to "email" to see what that was is so time wasting.
This whole history is rubbish it needs to stay exactly as classic as I've used this in disputes where they claim never to have received an invoice and I can provide exactly the time, date and to who it was sent to.
I also had to use this when I lodged a Debt Collection against a client who refused to pay saying they didn't get emails however I was able to prove they had been sent using this.These developers seem to have no idea of the implications that can arise when things are changed so much in this regard.
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342 votes
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
An error occurred while saving the comment Kathy Skinner
commented
Xero don't care now otherwise they would push out the date. Seven years in the making and it's pathetic that it has so many issues that you would expect this when first developing invoicing not supposedly improving it.
Sent it backwards and still charging us for something that doesn't work - least they could do is reduce the subscription prices back to what they were prior to the increase last year given it's not working properly until everything works as it should, but that wouldn't suit them either as then they couldn't offer such huge discounts to new users which no doubt our charges help cover the difference. It would also mean they would have to admit they've stuffed up badly this time round which they wouldn't want to admit to either.
Sick of hearing their ads on TV and the radio as well - I think it's false advertising lol given what they've done over the last couple of years with it, they omit to mention we've increased the amount of time it will take to do things from previously.
New users will have no idea unless they actually look into feedback before moving over - if they did more may decide not to convert from their current one.Kathy Skinner
supported this idea
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449 votes
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.
An error occurred while saving the comment Kathy Skinner
commented
Xero don't care what we have been saying about new invoicing otherwise they would be sorting all the issues and aligning it along the Classic with improvements to it, not completely changing it and extending the deadline till things are sorted. (7 years in the pipeline and this is what we get - absolutely ridiculous) Deadline is now almost here and we won't be able to use Classic and on top of that Financial Year ends coming up it is going to be a nightmare for a lot of people.
Maybe they've hired DOGE IT developers who have no idea how accounts are done by us daily users as to what we all need and they just do what they want. Seems even the higher ups don't care about what their users are saying.
I reckon their 70% includes users who have tried it but then reverted back to Classic. Would be too much of an admittance to the failure of New invoicing if they told us how many were still using classic at switch over as I bet it would be much more than 70%. Maybe that 70% includes any new subscribers who haven't had to deal with all the issues that us long time users have.
They are no longer so user friendly and are overpriced for what we are getting even at the lower subscription bands compared to some other packages.An error occurred while saving the comment Kathy Skinner
commented
I also found today that the history on an invoice under classic has changed. I generate repeating invoices and had one set for draft which was done on the 3rd October. It showed as being created on the 3 Oct which was fine and has sat there up until today and for some stupid reason it says the issue date was changed from the 3/10 to today but it hasn't been touched except to upload an attachment. The original history previously showed no such thing as I had a look back on other repeating draft invoices I have set up. The issue date was not the 3rd October like the history is showing as it was never approved so should not be showing edited at all until it is actually approved and then any changes recorded as edited.
Xero's so called upgrades are rubbish as doing an invoice under new is so time consuming it's frustrating- just because you need to move to a new platform to accommodate future upgrades doesn't mean you should change everything that works well, instead you just make everyone's work harder to do now. Your IT Developers should be able to bring everything over from classic and then just improve from there not completely change things and add extra work. Not like we can charge you for causing all the extra work needed back on our clients for all that extra time spent, I'm sure they'd start complaining if we did. You're happy to increase your prices for something that doesn't work properly and is full of bugs and glitches and use us as free testers.An error occurred while saving the comment Kathy Skinner
commented
@Julia and Fiona - yep, for some of mine there's more bills than invoicing. So sick of them continually changing things and then increasing their price for these so called upgrades that haven't even been requested in some cases but continually ignore ones that have been asked for over a number of years.
Then the fact that they aren't properly tested either before rolling out then we have to work with all the issues while they try and fix them.
I won't use the new invoicing at all at the moment and dread when I do have to use it if it's not fixed.
One of my clients is going to have to go from the old Standard/ new Grow Plan next year to the Ultimate Plan just to use Projects since they have removed it as an add on, then to not even include it in the Comprehensive one at all is just sheer greed.
Talk about money grabbing now - Xero has seriously gone backward from when they first started out to be competitive and now it's like they are starting all over again given we have so many issues with the so called improvements.
Bet none of the developers actually use the system in everyday life, even Xero can't get their due date correct on the Subscription invoices after the update and yet we are all complaining about that and the options to set the due date that should be the same as it was in classic but they won't do anything about that.An error occurred while saving the comment Kathy Skinner
commented
I agree, they have gone backwards on this new invoicing, not an upgrade at all, it's horrible and tiring to look at, way too big on the screen.
Are all the developers half blind that they need an oversized version to even be able to see anything and have no understanding about what is required from a bookkeeper/accountants side. They should work in actual accounts for a month and see how useless this new version is compared to the classic version.
Time Xero started listening to their clients on this, not force us to use something that isn't fit for purpose for the majority and not launch it till it actually works, we aren't test subjects for your so called improvements.They obviously don't get that you need trails for things as to who got the invoice, who sent it etc. I have used the history to prove an invoice was sent and who got it, the time it was sent etc when they've said they didn't get it.
Their replies to our issues on this are nothing but obnoxious and condescending in that they are retiring classic no matter what we want. I am no longer going to RECOMMEND XERO as they don't really care anymore as too what their customers are saying and I am looking at and considering other options for a couple of my clients now.
An error occurred while saving the comment Kathy Skinner
commented
@ Nerissa
Good point on the Audit trail for voided invoices. I have Auditors for some of my clients due to being Not For Profits and they have asked why there were missing invoice numbers and it was easy to check why that was - they were voided rather than cancelled and they could see that. I rarely void invoices now if I can help it and will credit off instead and put an explanation on the credit note then apply.
Doubt these so called developers even consider Auditors may be required and there has to be an explanation for everything done in the accounts. Even IRD would want to know why there's missing numbers if you were ever to be audited.
Probably no-one involved in all these so called improvements actually thinks outside the box about "paper trails" being needed. Especially that Kelly M - person who turned off voting on one of these posts - maybe if there's ever any query from an Auditor I'll send them to her to explain why the feature was removed and she can answer them instead of me trying to explain to them that Xero changes things without proper consultation with their actual users or else don't listen and just go ahead and do what they want irrespective of feed back.Rather than replace Classic why not just update the look at least then we'd still have everything we need. By setting up new invoicing just trying to justify their employment as I see it since obviously it's going to take some time to get it to work properly.
An error occurred while saving the comment Kathy Skinner
commented
The new invoicing is horrible, way to big and way too much white space. This is what you would expect at the beginning when Xero came out and first started when designing invoicing. Classic works fine and maybe just the odd tweak in some things but to drop a lot of what is in Classic for a so called updated version that requires way more effort to use is backwards. I don't ever recall seeing requests to basically change the whole invoicing layout etc. Are these developers or whoever just changing things to justify their jobs because there's other things that have been asked for over the years and have not even been considered or else it's quite technical. Well this new invoicing must be quite technical to the point it's not even user friendly on purpose.
An error occurred while saving the comment Kathy Skinner
commented
Agree on the Tracking, response from Xero was to put it on the Contacts details and it then comes up on the invoice when you do one - backward in every way.
Does that mean I have to go through over 200 contacts and allocate individually? All good if they are actual new members to put it in then.
Not a great way as I have four/five Tracking options for members and need to know how many new ones we get, how many have rejoined etc and then move them over in the next new year to a current.
IT'S FAR EASIER TO ADD IT DIRECT ON AN INVOICE EITHER WAY.
It's like you've gone backwards with this new invoicing - this is what I'd expect from a starting point when you first set invoicing up and needed to sort the bugs, not years later when the Classic maybe just needs slight changes.
You shouldn't be implementing this until it's fully sorted and everything is there from classic let alone retiring something that works with less effort.The view of the new one is hideous takes up way too much screen, are your developers partially blind or something so they need the bigger view of something.
Obviously no one is really listening at your end to all the complaints about this and you are just randomly picking what you respond to.
An error occurred while saving the comment Kathy Skinner
commented
You need to keep the history and notes that show the date, time and email address the invoice was sent to.
In some cases the original email used is no longer valid and you don't get notified by the company itself that there's been a change to the contact.
Even more important when chasing overdue invoices when they are likely to be filed for Debt Collection as this give the ability to show you have been chasing up the debt and the contact/s you sent these too as proof before you can even write them off as a bad debt. I have used this when I have had to file for Debt Collection of unpaid invoices and they like as much info as possible.I also often get people saying they didn't receive the invoice and I can check that and then tell them exactly when I sent it including the time it was sent.
Sometimes I think they just use the "I didn't get it" excuse as their reason for late payment and nine times out of 10 when I've replied with the details we then get payment unless the sent from Xero email address is seen as spam which has also happened in the past.You need to start listening to your customers instead of doing what you want with all these so called improvements.
You can't even get the due date on your Xero Subscriptions invoices correct e.g issued 27th Jan due 27th Jan yet a message pops up that it will show as overdue on our account but isn't so if you can't get that correct then why force all these useless/time consuming changes to invoicing on your customers.
That is terrible from an accounts perspective as the invoice isn't overdue yet it comes through to my side like that so I change the due date to the Direct Debit date so it's not reflecting as over due on my end for reports etc.
Kathy Skinner
supported this idea
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89 votes
An error occurred while saving the comment Kathy Skinner
commented
I moved my Sole Trader to Reckon's small plan which is pretty much like Xero's standard one - unlimited bills as she didn't send invoices as that was done from another system. She got 6 months at half price so it was $10.00 incl GST in NZ and even though it's gone up now it's still only $22.00 incl GST a month
It does take a bit to get used to as it looks so different to Xero but I'm happy enough with it and hoping to move some of my other small groups to it as they year ends come up. They also need more than 5 bills per month but don't need 20 invoices a month as they wouldn't even send that many in a year in some cases so Xero's price is overpriced for the Starte/Ignite as I see it.An error occurred while saving the comment Kathy Skinner
commented
This has been an issue for years especially when they increased the invoices to 20 a month and unlimited bank lines. When it originally came out you were limited to 5 invoices & bills a month and 20 bank lines. They never increased the bill limit though.
It's a pain as I've sometimes had suppliers send invoices through late and due to having already entered 5 bills it can't be recorded correctly without doing a journal which then doesn't show on a payables list.It was this reason I moved one of my sole Traders to Reckon - their package is along the same lines as Xero's Standard one but considerably cheaper and I can do everything needed that Xero's standard allows but Start/Ignite doesn't.
Their Ignite package is overpriced for what is offered.
An error occurred while saving the comment Kathy Skinner
commented
They have never increased the bill limit. They increased the invoice limit and the bank reconciliation lines (used to be only 20 lines a month if I remember when this one started) Invoices were only 5 like bills, they increased that and the bank lines but have never addressed the bill limit.
Due to this one of my clients has to use the next one up just to process her bills and she doesn't issue invoices from Xero these are done from outside Xero.
For this reason I am moving her to a cheaper option that allows everything and more in their package that would be equal to what she is currently on and is going to save her over $600.00 a year in fees. While you do have to go with some of what is set up I can work with that for what she needs without having to upgrade to their next one which is still cheaper than Xero.
Xero no longer seem to be what they started out to be - competitive against other packages and for the small business, yet justify these constant price increases due to the so called improvements they push on their customers yet continue to ignore what is asked and in some cases been asked for over a number of years.An error occurred while saving the comment Kathy Skinner
commented
@Joana - they are money grabbing now as I see it with these increased costs - increased the Ignite Plan but no additional bill increase limit at all. I would move my one to that plan but as mentioned before the bill limit doesn't work so she is stuck with the Standard/Grow one unless I can find another package elsewhere that will reduce her costs.
An error occurred while saving the comment Kathy Skinner
commented
Has anyone looked at or used Instabooks New Zealand? They have a plan that is cheaper than what is currently the Standard and if paid for the year gives you 25% off for a limited time. Based on that alone if I moved my client who issues no invoices but has upwards of 20 bills a month would save her over $500 a year if I paid it based on the yearly one and it would also mean she doesn't have to worry about that cost each month. Just not sure if it's inclusive or exclusive of GST but either way still works out cheaper for her.
The first plan (Launch) has a disadvantage of not tracking GST but could be good for someone who isn't GST registered so doesn't require that and is again cheaper than even Xero's Starter/Ignite and even if GST is added to the cost would still be cheaper than Xero. That said would probably also depend on your invoices/bills per month in which case then the next one may be suitable.
You get the option of paying yearly or monthly as well which is a bonus.The fact they've put the price of the Starter/Ignite up but no increase in the bill limit is just plain greed, so basically poor you if you have more than five bills a month we'll either make you have to upgrade into the next package or else really don't care if they lose those customers. Like some have said they issue very few invoices in a year but have way more bills. They have diverged from what they set out to do when they launched being for SME and competitive with other packages.
Maybe they need to lose 1/2 million customers worldwide and take a hit in their profits to wake up to what they are doing to loyal customers.An error occurred while saving the comment Kathy Skinner
commented
I agree - I have a client who will be have to stay with the Grow Plan just because of the number of bills per month. I can't downgrade her to the Starter/Ignite Plan as they only allow 5 bills - this has never been increased since it was brought in and I'm sure a lot of companies have more than 5 bills but I guess it's Xero's way of making you go to the next plan up and that sucks if you don't need everything in that plan. The invoices used to be 5 as well with limit of 20 reconciliation bank lines and the bank lines were insufficient as well. They increased those two but have never adjusted the bill limit.
I tried a journal to see if it could be a work around so I could downgrade her as cash flow is tight a lot of the time so being able to drop her down would have been great. She also doesn't issue invoices so doesn't need 20 a month, unfortunately it isn't as they don't appear on the payable's list which I use to see what needs to be paid or has been missed/overdue. As I see it the Ignite is still no different to the Starter version but costing more for no change anywhere.
Kathy Skinner
supported this idea
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1,159 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
An error occurred while saving the comment Kathy Skinner
commented
@Stacey - I currently add a note in the reference part of the bill after entering the bill number so when looking at the Awaiting payment it shows up there alongside of the invoice/bill. I've taken to adding if they are Direct Debits or AP's also as part of the reference as it makes it easier for anyone looking at them. I even make a note if a copy of the bill is still to come and then just remove that once it comes as we need to account for those in our reports as well in some cases.
Not an ideal solution but would enable you to know which bill is in dispute and could have more details in the history about why. I've attached a sample of a DD and once it was sorted you could just remove the reference but still retain the history.An error occurred while saving the comment Kathy Skinner
commented
@ John - I've taken to putting either (DD) or (AP) next to the Invoice number so it shows up after a bill is entered and also if I do a batch payment I can ignore those ones. It also means if someone else is viewing unpaid bills they can see as well any DD or AP ones straight off.
Maybe that will help on the meantime. I may also put other comments there e.g "hold payment" then just add a note in the history as to why it's on hold.Kathy Skinner
supported this idea
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822 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
An error occurred while saving the comment Kathy Skinner
commented
Xero no longer seem to really care about what their users are telling them. The new invoicing is still not user friendly and they haven't done anything about minimising the size of it on the screen. After 7 years of supposedly developing this it should be similar to classic but with improvements like being able to add interest to overdue, credit notes etc etc. All these have been asked for over the years so why haven't they worked on bringing all that in with this so called improved version that they're going to force us to use at the end of February.
Kathy Skinner
supported this idea
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101 votes
Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.
We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks
An error occurred while saving the comment Kathy Skinner
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Agree - they are all about the money now, increase the price for a package that is going backwards especially now.
Kathy Skinner
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405 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
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.
…
An error occurred while saving the comment Kathy Skinner
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NO DEFINITEY DO NOT like the option.
Kelly claims through testing they found the majority do email straight away more likely a minority but they are never going to admit they have stuffed up Xero in a big way from what it started out as.Who is the majority and what line of business are they from as they should say as maybe it is suited to some type of businesses but it doesn't work for every business.
Never in all the years have I been using Xero do I send the invoices out straight away.
They are double checked first as sometimes changes have to be made afterwards, and it's a nuisance when you have to then either re-send it with the changes or even if you cancel that one then send a new one entirely as they then sometimes think they've been invoiced twice even though you have told them ignore the first invoice.This option is a big failure and they shouldn't have done this. Who are they actually listening too in the end? Seems no-one of any significance especially the majority of users.
An error occurred while saving the comment Kathy Skinner
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I spoke to someone the other day who knew the original developers of Xero and knew what was needed, he agrees that these ones that are now doing the so called upgrades have no idea about how things need to work from an accounts side if not actually using it all the time.
Xero is slowly going backwards not forwards ever since it was sold yet they increase their prices every year for something that is getting less user friendly because they want pretty not functional and really don't care about their everyday users.
If they did they would be implementing everything that was in Classic and then looking at improvements from there.
All we get is gaslighted - all the recent changes across it are or weren't asked for then Kelly has the cheek to say that publishing of the GST returns is not in the immediate plans to bring it back but may be in the future.
I still won't use new invoicing until I have no choice in the matter and it definitely should be pushed out further until everything is sorted that is wrong with it.An error occurred while saving the comment Kathy Skinner
commented
Their majority is what they decide it is - unless it's based on their developers/IT who don't actually use the program in everyday life.
How about you survey all your customers on this not do it based on a majority - bet you there would be way more against the approve and email option than they are saying.
An error occurred while saving the comment Kathy Skinner
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No doubt the majority is what Xero thinks it is. Maybe suitable for ones who invoice on the go and don't have to worry about other issues and can send straight away.
This should never have been set as the default, once again Xero decide how we use things. If they can change it to this then they should be able to easily set up how it was originally or allow the user to set their own default. I don't even approve and send invoices straight away and I imagine this is going to cause a lot of issues for one of my clients when its forced on them, as they are in the Travel Industry so need to double check invoices before they are even sent out as sometimes there are changes needed to the invoice after it's generated.XERO AREN'T LISTENEING TO THEIR USERS - MAYBE IT WORKS FOR THEM BUT NOT EVERYONE OPERATES THE SAME WAY SO STOP FORCING THINGS ON YOUR USERS THAT AREN'T PRACTICAL.
An error occurred while saving the comment Kathy Skinner
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I also never approve and email straight away as sometimes these get sent to another person first for review so SHOULD NOT BE THE DEFAULT. Stupid that they set that option as the default when it wasn't the option in classic.
They don't care what their users are saying judging by Kelly's comment above. They should have migrated everything from classic across then looked at adding options to that not change everything when moving over.
It is horrible to use and I dread having to use it when classic is no longer available.
So many requests have been put forward over the years and they ignore those and just do what they want because maybe there haven't been enough votes for a suggestion, or they turn off the ability to vote. Gone down hill and continuing to go downhill from what I see yet put their prices up but offer big discounts to new users and never mind long term users. Seems we're paying to cover the difference.Kathy Skinner
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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
497 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…An error occurred while saving the comment Kathy Skinner
commented
Typical reply from Kelly above remove features that everyone used with no plans to bring them back but will monitor instead or keep them under review.
They are totally ignoring what everyone is saying is wrong with new invoicing and forcing us to move to a substandard version as I see it. I refuse to use it and constantly switch back to classic. If this has been in the pipeline for some years then all the classic should have been able to be brought across with additional features added not completely revamped like they have done.
An error occurred while saving the comment Kathy Skinner
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Seems this is typical of Xero now, don't like the negative feed back they are getting on this so called new invoicing so either "not planned", will keep the idea under review blah blah blah … all excuses as to why they don't do things asked for.
Don't see why they couldn't have just brought classic over to the new platform then asked or implemented changes from there that people have asked for.It is still horrible to work with and despite what little they have done to it it still is inefficient for users across multiple businesses.
They really don't seem to care anymore just want to up prices for a program that is going backwards in more ways than one.
Kathy Skinner
supported this idea
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42 votes
Hi everyone, we appreciate all your feedback on the new GST return and while I've made sure your feedback has been shared with product, we're going to close this idea being too broad to focus in on a particular change.
We've created individual ideas for the following points raised as it'd be good to track the interest in each separately. Please do add your vote to each that you'd like to see.
- NZ GST - Export customised return
- NZ GST - Compact export (landscape v portrait)
- NZ GST - Move File with IR to top of page
- NZ GST - Styling PDF export
I'd also encourage raising a case with our specialists at Xero Support if you're having any issues with performance or usability as it'd be good to get more detail and our team can investigate.
Kathy Skinner
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302 votesKathy Skinner
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14 votes
Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve…
An error occurred while saving the comment Kathy Skinner
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I put feedback on the new invoicing via the "Tips & Tricks" showing on the new invoicing as suggested by another poster on another thread.
You rate it then put your feedback after that, that may be the only way Xero will even consider the negative impact the new invoicing is having and how unusable it is for most of us, since they don't seem to respond to comments or turn off the ability to vote or comment on these threads because they don't like what's being written.
If they actually cared they would delay the retirement of classic or else keep both options till new invoicing actually worked like classic and was user friendly.
Bet most of those doing the upgrades don't even use it on a day to day basis especially considering the vast difference in how companies work and what they need. Pity we can't bill Xero for all the extra time things take to process using this new system.
An error occurred while saving the comment Kathy Skinner
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They've closed voting on this thread, typical when they don't like comments against what they are doing. As someone else suggested maybe start sending the complaints via their submit a case option (maybe they'll get sick of getting comments via there and actually pay attention) as they also appear not to be taking any notice of comments across anything to do with the new invoicing.
Seems they are now all blind and deaf to their users and only care about what they want to do as far as changes or so called upgrades go.
This should not be implemented until it works similar to the classic version, and price increases and plan changes also should not be taking affect until it's all sorted and actually fit for purpose to use.
An error occurred while saving the comment Kathy Skinner
commented
If Xero had any decency and respect for their users they would halt the upcoming price increases and also not go ahead with all the so called improvements which are failures in multiple ways until everything is sorted and runs the same as the current versions. Not force these changes on everyone like they are doing.
Of course Xero won't admit to making any mistakes or apologise to their users for the shambles that these upcoming changes are causing. They are becoming less user friendly but happy to charge more for a less than ideal version of things.Kathy Skinner
supported this idea
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180 votes
Hi community, appreciate your feedback on the new GST return and detail of how the Publish feature is useful to you. While we don't have immediate plans for developing this in the new return, this is something we're monitoring and will consider as a future improvement. If there is any change around this we'll share this with you all through the idea here.
Kathy Skinner
supported this idea
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An error occurred while saving the comment Kathy Skinner
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Agree @Heather - it seems they're using the moving to a new platform as an excuse to not bring things across which should be moving over with future improvements made/considered. Xero appear to be going backwards with all these changes to new versions of things in some cases.
An error occurred while saving the comment Kathy Skinner
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Agree wholeheartedly. I sent the latest return for review and there were 84 pages to it for the GM to go through. Absolutely hideous layout. Why they changed to landscape I have no idea. It was embarrassing to say that is was 84 pages long.
Way too much white space and way too big a gap between lines.
They must all be half blind that they need something bigger to look at.An error occurred while saving the comment Kathy Skinner
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It is a pain to have to export returns to keep a copy of what you file, auditors use the Published reports to view returns and it is so much quicker for them to view there especially if changes are needed to what has been filed.
Pretty sure none of these so called IT people even consider the implications of the changes they make that actually take away functionality or what is needed in every day accounts let alone when Audits are done.An error occurred while saving the comment Kathy Skinner
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@Chris - thanks for that, I will do. I'm still exploring other options at this stage.
An error occurred while saving the comment Kathy Skinner
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They have to give their IT developers something to do to justify the price increases which are becoming all too frequent - can't see how changes always require a price increase.
They are now getting too expensive for some who they were supposed to be working for when they first started out by offering a cheaper and easier version than other packages out there.
As much as I don't like MYOB I'm looking at their Lite package for one of mine which will be cheaper even after the six months at the discounted rate and gives me what I need that Xero aren't giving in the Ignite package - eg ability to enter more bills than the stingy 5 Xero allow. Not sure why they think some companies have no more than 5 bills a month which has been in place since they launched.An error occurred while saving the comment Kathy Skinner
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It's because they now think they know what's best for their users so will go ahead anyway. Agree less than a months notice that from end of June the old report and options will no longer be available is terrible.
I hate the new look report and the fact that it now increased the number of pages to be printed if you need a hard copy is even worse. Meant to be reducing our use of printed matter and Xero are increasing it - so much for helping the planet.An error occurred while saving the comment Kathy Skinner
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I just gave both responses a thumbs down on my feed back along with negative feed back.
One for the Publish report and one for the late claims. They don't seem to care that they're actually adding time and clicks to things that were once easy to get to with no consideration to their actual users.An error occurred while saving the comment Kathy Skinner
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@Maree - totally agree and they're retiring the classic at the end of June so very little notice of this as well, as only just seen the message come up when checking upcoming returns that are due. They have given no thought again on their changes and seem to be totally ignoring comments about this.
When switching back to classic it asks for feedback as to why and I've put that it is horrible to look at along with too many pages etc etc. Landscape is a horrible option to view this type of report. The cover page is hideous as well.
They are becoming more and more less user friendly in my opinion with all these so called upgrades - don't seem to care what their users have to say about them - basically we're doing it and tough if you don't want a lot of it - but happy to increase prices for these which to me shouldn't be happening every year. They're starting to get too expensive especially for my smaller clients who have to use a package that isn't ideal for their situation because the Starter/Ignite has a limit of 5 bills and 20 invoices a month which I don't need as they don't even issue that many invoices in a year, but I do need to enter more bills than five in a month for another one.
I really want to move away now and I've been with them for years so imagine if all their long term uses left wonder how that would affect their profits and how much they would then sting the ones who do stay to make up for the loss.An error occurred while saving the comment Kathy Skinner
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@Debbie - exactly - the new layout increased the number of pages, I did a check as well and it's totally ridiculous to have so many pages added because they have decided to "change" the style of report. Pretty sure when I send the reports out for review clients aren't going to be happy having to scroll through so many pages plus try and see where late claims etc are.
This style is totally un-user friendly and if for some reason you need to print a hard copy it is a total waste of paper even double siding it.An error occurred while saving the comment Kathy Skinner
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Agree but also keep the old format, the new layout is absolutely hideous. Bet most of these developers don't have to actually use these so called updated reports in an actual accounting basis so have no idea what works and what doesn't but they think it looks better. I also publish the GST returns and have had to go back and look at returns from 3 - 4 years ago so it's handy when they are there as I don't have to look into just the filed section of the GST returns.
I'm so over these so called upgrades everything is less user friendly and I spend more time trying to find things that are no longer immediately viewable without clicking somewhere else then clicking again and again to get to something that was originally easy.
How many extra pages would have to be printed under the new layout, compared to the old one if for some reason you needed to do that. Having the Income and such on landscape is also a fail, the portrait view was much easier to follow.
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490 votes
An error occurred while saving the comment Kathy Skinner
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@Angela - agree with you - I have one that is still to be paid due to the work not being completed and should have been billed accordingly however till Xero sort this I put a note next to the Invoice # - DO NOT PAY so it's visible when looking at the awaiting payment list as it shows in the Reference.
An error occurred while saving the comment Kathy Skinner
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Seems they only upgrade what they want, this along with adding additional reply to email addresses should be something that's done not dependant on the number of votes to get their attention and then to only consider doing.
It would also be nice to be able to attach copies of invoices to statements when sending instead of having to send two separate emails, currently I download and attach the statement to invoices and then send and that's a pain when you have multiple ones to send.Kathy Skinner
supported this idea
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277 votes
An error occurred while saving the comment Kathy Skinner
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Like all the other requests over the years they ignore. Maybe start submitting a case for everything wanted then it's going direct to support, but then again they would find a way to stop you from doing that if it had certain words involved, seems they have no ears or eyes on that end and pick and choose what suits them to do.
Or they are incapable of working out how to do it.Kathy Skinner
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350 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
An error occurred while saving the comment Kathy Skinner
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Wow been requested since April 2022 in this thread and still nothing but they do all these other changes that don't work or not user friendly. No doubt there's other threads requesting this as well.
Show they really don't listen to the users.Kathy Skinner
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86 votes
Thank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.
Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.
We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.
An error occurred while saving the comment Kathy Skinner
commented
Now you can't even vote for this. Seems this is their response when they don't like push back on things that they are implementing even when users don't like it.
Maybe we should find a way to start billing Xero for the extra work instead of our clients. Obviously they don't care any more about their end users otherwise they would listen and work with them not against them with these enforced changes.An error occurred while saving the comment Kathy Skinner
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The new layout is horrible, who came up with this version? Not user friendly, horrible to read and why the landscape view for the income etc. What's with all the white space yet again? Is the person who created the layout partially blind that they couldn't see it under the old layout. I don't even remember seeing a request/suggestion that this even be touched.
Just noticed a pop up message that the old version is being retired at the end of June. Also exported the new version and an increase in pages to print if for some reason you need a hard copy compared to the number of pages you would print under the old version. So much for trying to reduce printing of things.
I made sure to put a feedback comment as to why I reverted back to the classic version. Again no thought on what their users are saying just disregard everything and go ahead and do what they want and think is best for everyone.Kathy Skinner
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407 votes
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…
An error occurred while saving the comment Kathy Skinner
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I tried the new invoicing out for one client where I have groups set up which are set up under membership tiers. Old invoicing allowed me to create one draft invoice for a particular tier and then click create invoices for everyone that was in that group and then be able to approve from there. I switched to new invoicing after selecting the tier I wanted to generate the draft invoice for and all I got was "I needed to enter a contact name" it wouldn't accept the tier group to then generate the invoices for everyone. When you have over 130 invoices to generate across multiple tiers I don't want to have to do them all individually or do copy and paste for 30+ in some cases. Under the old version I can make sure I'm not missing any being invoiced as well for a particular tier.
This option should be included in new invoicing as well but it appears it's just another thing they haven't taken into account.
Kathy Skinner
supported this idea
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Xero turned off voting for this now how rude of them as they know this is hated by the majority. Post on Trust pilot or where ever else you can so anyone looking for an accounting package sees all this. The suggestion to not include the contact before completing the invoice so it doesn't save with every entry is bull and it's not always convenient to do that anyway.
The same goes for when resending a copy of an invoice - you have to unselect "sent" before you do that so instead of getting "Edited" in the history it will show the email address you re-sent the invoice to. That is bull as well.
They have totally destroyed what worked when they brought in new invoicing and should have been able to bring everything from classic over. Their IT development team sound more like DOGE employees who went in and did things without understanding how things actually work.