Settings and activity
37 results found
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42 votes
Yazz Bhatti
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354 votes
Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.
I can confirm this idea has been continually reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.
When there is opportunity to pick this up, I will share any news with you all here.
Yazz Bhatti
supported this idea
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44 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
Yazz Bhatti
supported this idea
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67 votes
Hi community, with reconcile period being the most frequently requested feature by our Xero customers in the US and Canada, this feature was released to these regions as a primary. We know in these regions this workflow is more familiar than Xero’s existing bank reconciliation workflow where you categorize and match transactions as you go.
We're evaluating the need for the feature in other regions but at this stage no decision has been made. Our product teams will continue to track the support for this on the idea here, and I'll be sure to share if there are any updates on expanding this feature to other regions.
An error occurred while saving the comment Yazz Bhatti
supported this idea
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62 votesYazz Bhatti
supported this idea
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354 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Yazz Bhatti
supported this idea
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713 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!
An error occurred while saving the comment Yazz Bhatti
commented
@Ethan M - I don't think you have read the comments from your users here.
To dismiss something that we (as paying users) are requesting is not ideal and cements the idea that you're a software developer company completely disinterested in the needs of your clients.
There are multiple reasons why the 'existing methods' are not ideal. They are workarounds. Workarounds that most of your competitors don't have to use.
Can we have some engagement with your clients to have some understanding of what is needed. Remember the 'new invoicing' debacle? I would personally like to speak to someone who decides these things and find out where their head is at.
Yazz Bhatti
supported this idea
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9 votes
An error occurred while saving the comment Yazz Bhatti
commented
Global Search - is broken.
If I am searching for a customer, say EE Limited, even if I type in the full name, it won't show me the contact, but it will show me transactions.
How about always show contacts at the top?Yazz Bhatti
supported this idea
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137 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Yazz Bhatti
supported this idea
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410 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.
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Yazz Bhatti
supported this idea
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124 votesYazz Bhatti
supported this idea
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412 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 Yazz Bhatti
commented
It would be interesting to talk with the people who designed the new invoicing system interface and ask them why they would change the interface so much by removing existing functionality?
Users would easily move to a newer system as you're changing the underlying api's to move to a better more expandable and efficient system right?
Well, if that is the case, why have your developers ignored users by removing existing functionality or changing it to the point where it is no longer user-friendly.
Users will resist change - especially if that change is going to increase time to perform a task. The person in charge of the UI needs to be sat down and spoken with.
Yazz Bhatti
supported this idea
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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
514 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 Yazz Bhatti
commented
@kellymunro - it is entirely possible to transfer a user interface (which is basically what the invoicing system is) from one underlying technology to another. If it is not transferable then surely you need to ask your developer team why not?
If you duplicated old invoicing to the new invoicing system and then added the additional features you were considering, then perhaps you wouldn't have so much push-back.Instead what you're doing is ignoring your customers and stating that there are no plans (in other words, we don't care what you, our customer, thinks).
The way you treat your customers is with utter contempt.
Yazz Bhatti
supported this idea
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23 votes
An error occurred while saving the comment Yazz Bhatti
commented
OMG I thought I was going crazy, because it takes so much more time to find a contact now.
Honestly, it seems haphazard.
Whomever is the head of app development needs to speak directly with end users - not their shareholders with respect to what features work and how they are used by customers.Yazz Bhatti
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231 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Yazz Bhatti
supported this idea
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303 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Yazz Bhatti
supported this idea
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1,282 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Yazz Bhatti
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84 votesYazz Bhatti
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627 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
Yazz Bhatti
supported this idea
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201 votes
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.
Yazz Bhatti
supported this idea
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Surely it makes more sense for features to be rolled out to the entire codebase at once? Who decides to segment your product in this manner? It would simplify support, training and roll out.