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  1. 218 votes

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    Hi community, we appreciate the efficiency businesses require in being able to create and enter their invoices. Since we first announced there are a few changes we've made to help reduce the steps and clicks involved in some of the actions throughout your invoicing process. This includes;

    • Adding a 'bin' icon to the end of line items so you can now delete a line in one click
    • Directly downloading an invoice when you click Print PDF, so you don't have to navigate to another browser tab
    • Adding the prompt to send receipt to the confirmation note that's shown once you add a payment to an invoice
    • Enabling the ability to see branding of an invoice, when viewing an invoice, rather than having to Edit

    We know there is more that can be done to enhance this space and there's more change on the horizon, like improving keyboard navigation and more…

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    Kathy Skinner commented  · 

    I just checked the new invoicing to see if it allows me to do bulk invoicing like the old system and it doesn't. Under the old version I have multiple groups that get invoiced a membership depending on their tiers. I have been able to generate one draft invoice which then allows me to create the same invoice for everyone in that group and then approve them all at the same time. Some have up to 30 in a group and it saves so much time when you have over 100 invoices to do.
    The new version doesn't appear to allow it that I can see as when I switched while trying to do it for a group instead I get a message it doesn't have a contact name and the next invoice number would be allocated.

    If it's to do with the old platform that this change has to happen then everything on the classic should have been moved over not be done piece meal like you are doing then adding things on the way as people complain.
    Plus this should have been sorted before making your customers use it and retiring Classic - you have gone backwards on this badly. It's what I would expect when you first started out years ago and actually listened to people about what was missing or their suggestions on what was needed or wanted.

    The screen view is still horrible and despite multiple complaints on the view it's had nothing done about it and I haven't seen anything to say this is going to be looked at.

    Has anyone else worked out how to do a bulk invoicing in the new version or do we have to do individual ones all the time and using "copy to" for the next client who has exactly the same invoice details.

    I should bill Xero as doing over 100 invoices like this is going to take up so much time. I feel for everyone who has way more invoices than this to issue and send out each month.
    Also does anyone have a suggestion on another NZ based accounting option, I have another client who doesn't issue invoices at all as they are a POS mainly and any invoices that are issued are done outside of Xero via a Hospitality program but does need bill entry etc, the Starter version isn't suitable as it only allows 5 bills a month and we need to enter more than that so she has to be on the Standard which is a higher fee and basically a waste of money for her. Not interested in using MYOB as I don't like that one either. I looked at Hnry but that also doesn't work for her.
    The only one I have been able to find that is pretty competitive as far as what I need is "Reckon" that is giving 50% off for 6 months but I think it is AUS based but still cheaper after conversion to NZ$ and has more options for their Accounting Plus plan which would probably be suitable and much better than Xero's Starter plan is. Has anyone used this one or knows a bit more about it?

    Time Xero realised their customers maybe starting to look elsewhere for cheaper options that have basically the same if not more functions. Pity they have such a hold on customers that it can be difficult to change over to someone else, especially when you have multiple clients and then it can also depend on other factors outside of your control in regards to moving to a new program e.g Accountants, Auditors etc who all use Xero and won't use anything else.

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    Kathy Skinner commented  · 

    The new invoicing is horrible and takes up way too much screen. I hate it and I use "tracking" categories for two of my clients and now that is also no longer visible and all I've been able to find out on that is that it's now behind the scenes somewhere. Doing invoicing on the new version is totally frustrating. I also use inventory items for sales and that no longer shows. When you're sending out over 200 invoices and have groups set up for certain items doing one drat invoice for the group is so much easier.
    Whoever comes up with these ideas needs to spend time doing accounts like some of their subscribers who have to issue multiple invoices then maybe they'd stop bringing in useless time consuming changes that don't work.
    Actually sick of Xero and their updates, unfortunately they've made it quite difficult to switch over to another option when some of the Chartered Accounts and also Auditors who I work with use Xero and like the fact that they can access my clients files without having to export stuff then import into a different system
    You are becoming overpriced for your packages, considering you started out as another option for users over other packages. Seems now you have a good market share world wide all you want is better profit for shareholders and no longer care what your customers want or need. You will end up out pricing yourself and loosing customers and I'm no longer recommending Xero to anyone.

    Kathy Skinner supported this idea  · 
  2. 63 votes

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    Kathy Skinner supported this idea  · 
  3. 43 votes

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    Kathy Skinner supported this idea  · 
  4. 73 votes

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    Kathy Skinner commented  · 

    Xero doesn't really listen to their customers and seem to decide what they will do as far as development goes. Maybe if they actually had to use the system like we do then they might actually understand the complaints. Getting tired of them just going ahead regardless of what their subscribers say, none of this new invoicing or the email template should be implemented until it's fully sorted. Why not just update the classic instead or is that too difficult for them and leave the email template alone altogether.

    Kathy Skinner supported this idea  · 
  5. 221 votes

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    Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero.  Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology. 


    However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.


    As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.

    Kathy Skinner supported this idea  · 
  6. 27 votes

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    Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰 

    As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.

    Kathy Skinner supported this idea  · 
  7. 904 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

    Kathy Skinner supported this idea  · 
  8. 530 votes

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    Kathy Skinner supported this idea  · 
  9. 53 votes

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    Kathy Skinner commented  · 

    Should be one of the automated features, Instabooks has this as part of their accounting package.

    "Charge late fees
    Add due dates and payment terms to your invoices. Automatically charge late fees for overdue invoices to motivate customers to pay your invoices on time. This practice will guarantee your positive cash flow and profit margin.

    Kathy Skinner supported this idea  · 
  10. 280 votes

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    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
    Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!

    Kathy Skinner supported this idea  · 
  11. 33 votes

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    Kathy Skinner supported this idea  · 
  12. 87 votes

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    Kathy Skinner supported this idea  · 
  13. 139 votes

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    Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here. 

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    Kathy Skinner commented  · 

    As usual they change things do some testing saying they're improvements but don't listen to everyday users. Maybe if they actually had to spend a month doing actual accounts and processing via their supposedly improved option versus the classic they would finally understand. Time they actually listened to real time users of these things.
    Getting tired of their attitude towards these upgrades and their blase response to peoples complaints about how they're an improvement. Maybe for them but not us.

    Kathy Skinner supported this idea  · 
  14. 8 votes

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    Kathy Skinner supported this idea  · 
  15. 15 votes

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  16. 5 votes

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    Kathy Skinner supported this idea  · 
  17. 55 votes

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    Kathy Skinner supported this idea  · 
  18. 27 votes

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  19. 26 votes

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    Kathy Skinner supported this idea  · 
  20. 83 votes

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    Kathy Skinner supported this idea  · 
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