Settings and activity
37 results found
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120 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Yazz Bhatti
supported this idea
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312 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Yazz Bhatti
supported this idea
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171 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
Yazz Bhatti
supported this idea
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659 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Yazz Bhatti
supported this idea
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1,182 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Yazz Bhatti
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Yazz Bhatti
commented
I would like to know the threshold Xero has for votes before an idea is accepted as something they are willing to even consider working on.
There are countless things that Xero could do better, instead they're focussed on beautification projects that do nothing but break the consistency of the software.
Can someone from Xero support answer this simple question?
What is the threshold of votes before Xero deems an idea or feature request as something to be considered?
Do we have to badger your CEO Sukhinder Cassidy's office for a response?
Is your CEO even aware that there are glaring holes in basic functionality that your software should have but doesn't and that can't be solved with a third party plugin?
An error occurred while saving the comment Yazz Bhatti
commented
The assumption is that Xero cares what its users want.
For the most part Xero software works, it has a myriad of peculiarities which should have been ironed out and features should be easily added to the system. This also assumes their developers created some modularity in their system in such a manner as to allow these kinds of changes without rewriting whole sections of code. They clearly haven't. This must be why there is often resistance to them making changes.
For example, I recently took one of the Xero support staff on a guided tour of how I have to reconcile payments. I want references on the account sheet - but it won't pull them through. So there is a workaround but it is far from elegant nor is it quick. The advisor then understood that reconciliation can sometimes take half an hour - whereas if the system worked the way it should, it would take maybe 5-10 minutes.
They don't care and until people stop using the software, they won't take notice.
An error occurred while saving the comment Yazz Bhatti
commented
Xero have already stated that they have no plans to develop this at this time. Read that as "Xero will not develop this, ever"
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225 votes
Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
Yazz Bhatti
supported this idea
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447 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
Yazz Bhatti
supported this idea
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349 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
Yazz Bhatti
supported this idea
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835 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…
Yazz Bhatti
supported this idea
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769 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.
Yazz Bhatti
supported this idea
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461 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 Yazz Bhatti
commented
People! Xero don't read these comments.
It's jus useless gas.
Someone at Xero had the bright idea of 'beautification' - something that NO ONE asked for. They went ahead and steamrolled it, just like they 'beautified' the bank reconcilation page. Useless changes and a waste of resources.Meanwhile, the features are being crippled whilst they put up their fees.
There's only one solution - migrate away from Xero, when their bottom line is hurt, that's when they'll perhaps realise that they're investing in the wrong things.
Yazz Bhatti
supported this idea
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335 votes
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!An error occurred while saving the comment Yazz Bhatti
commented
Xero thinks that batch payment is only for making a 'payment file' to send to a bank.
Whilst this is useful - there should be another option to simply mark something as a batch payment - then each individual invoice or bill needs to have the same reference number applied against it.At the moment, when paying a customer, say 5 invoices, I go in to each invoice, mark as paid and send a remittance for each individual invoice.
The alternative is to 'mark as paid' as a batch - send the remittance, unreconcile it, then go in and mark each individual invoice as paid and then reconcile them together against the bank reconciliation page.
LONG winded - unnecessary and downright useless.
Bank reconciliation needs to be better thought out. Or at least listen to your users.
Yazz Bhatti
supported this idea
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602 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Yazz Bhatti
supported this idea
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68 votesYazz Bhatti
supported this idea
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176 votes
Hey Community, thanks for all the support shown for this idea. We understand that the core of this request is for business owners and payroll admins to be able to view, edit and complete draft timesheets.
Our product teams have carefully considered this, however we want to be upfront that developing this capability isn't on our foreseeable roadmap at this time.
The idea will remain open for votes so we can continue to gauge interest, as it will be important for when we next review our payroll priorities. Thanks again for sharing with us here, we really do value your input.
Yazz Bhatti
supported this idea
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92 votes
An error occurred while saving the comment Yazz Bhatti
commented
The only way I have gotten round this is to no longer reconcile a payment for multiple invoices or bills and go in manually note that a payment has been received on each bill and then go back to reconcile them one by one. It is a painful process.
Batch reconciliation does not work as intended. It is not fit for purpose and I don't think anyone at Xero cares about this quite fundamental 'feature'...
Just let us change references and/or customer names when doing batch reconciliation - STOP writing 'multiple items' - it is useless.
Yazz Bhatti
supported this idea
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12 votes
An error occurred while saving the comment Yazz Bhatti
commented
Yes please!
References should be editable at any time - it helps when checking items off at the end of the month and end of year.
Yazz Bhatti
supported this idea
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Any suggestions on an alternative accounting software provider instead of Xero? This software is getting 'beautified' without actually sorting out the lack of features.
Definitely time to jump ship.