Settings and activity
16 results found
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12 votes
Lorna Phipps
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440 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Lorna Phipps
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New 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
445 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…Lorna Phipps
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662 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.
Lorna Phipps
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782 votes
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…
Lorna Phipps
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153 votesLorna Phipps
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34 votesLorna Phipps
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2 votesLorna Phipps
shared this idea
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219 votes
An error occurred while saving the comment Lorna Phipps
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46 votes
Hi team, appreciate not exactly what's being asked here but to confirm what's available at present.
In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like.
Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report.
You can also Save as custom so you can then access this layout anytime you need.
To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in.
An error occurred while saving the comment Lorna Phipps
commented
The Budget manager account naming convention is eg Car sales (4001) whereas in the new PL reports it is either just Car sales or 4001 - Car sales. This means we can't use vlookups to populate the budget manager templates when we do our quarterly reforecasts - we have to type them into manually. The naming convention should be the same across all reports.
Lorna Phipps
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49 votesLorna Phipps
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10 votesLorna Phipps
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150 votesLorna Phipps
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An error occurred while saving the comment Lorna Phipps
commented
Ability to use the Overall Budget / new budget with the tracking category so that Xero adds up the tracking categories. Currently you have to manually calculate the total in eg excel and import. I haven't found an app that does this. Fathom charges per category for budgets which is too expensive.
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175 votesLorna Phipps
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675 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Lorna Phipps
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27 votesLorna Phipps
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Joiin and fathom both consolidate multiple entities and take feeds straight from Xero. Joiin I think is better as it will also consolidate budgets based on tracking categories.