Settings and activity
26 results found
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291 votes
Maria McAdam
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247 votesMaria McAdam
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370 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Maria McAdam
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396 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
Maria McAdam
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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…Maria McAdam
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218 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Maria McAdam
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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…
Maria McAdam
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115 votes
Hey folks, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding timesheet reminders ⏰
We understand that the ability to easily remind employees to fill out timesheets would make things easier and save you time.
Our product team is currently investigating potential solutions for this but at this early stage there are no specific time frames available. We’ll be sure to let you know if there’s any change, though!Maria McAdam
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35 votes
An error occurred while saving the comment Maria McAdam
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332 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.
Maria McAdam
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7 votes
An error occurred while saving the comment Maria McAdam
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This is not yet critical to our organisation as we are an association, but anticipate it will become very important since the February 2024 reporting of the WGEA data. Please xero, it can't be that hard to make this report for us!
Maria McAdam
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376 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment Maria McAdam
commented
@Wendy Xing I'm surprised auditors are not jumping up and down about this. It's a huge risk to businesses. It seems that Xero is not designed to support businesses in their growth phase - either they grow (and allow additional users into Xero (risking their data/confidentiality)) or the owner/bookkeeper has to remain the sole authority on the accounts.
An error occurred while saving the comment Maria McAdam
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Need to be able to distribute tasks to staff without them accessing bank data!
Maria McAdam
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464 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
An error occurred while saving the comment Maria McAdam
commented
@Ethan depends on the size of your business, but this is a good start: https://arielle.com.au/best-accounting-software-for-small-business/
My personal preference is QuickBooks but it's expensive
An error occurred while saving the comment Maria McAdam
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@Tzippy, that's an idea worth exploring thank you - we are so frustrated with the inefficiencies of being unable to assign basic work to staff. Since Xero indicates no intent to make Xero more user-friendly for businesses larger than just one or two people, cashbook might be the way to go.
An error occurred while saving the comment Maria McAdam
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I agree wholeheartedly with Carol. When I am asked my opinion on Xero I advise it's great for a one or two man business, but unfortunately struggles to grow with a business - due to the inflexibility of user level access. When our business changed over 7 years ago, we were much smaller and this inflexibility was not a problem, but now it means I am unable to delegate aspects of my work without allowing access to sensitive information.
Maria McAdam
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An error occurred while saving the comment Maria McAdam
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@Jamie Foale QuickBooks allows very granular permissions - you can decide exactly what your roles are and what each role can see. Despite the pain of changing again I'm preparing our business to go back to QuickBooks. Unfortunately Xero is not positioning itself to grow as its clients grow,and we've outgrown it.
An error occurred while saving the comment Maria McAdam
commented
I have an employee who attends to accounts payables for her area (pay bills and send remittances). This used to be possible through "approve and pay (sales and purchases)". Some update over the last few months means that now sending remittances is only possible with full access to all bank accounts, which means she can see payroll transactions and information that is outside of her area.
An error occurred while saving the comment Maria McAdam
commented
I'll be on leave and need to train an employee to reconcile our main operating bank account in my absence, but not see the remaining financial picture of the business.
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846 votes
An error occurred while saving the comment Maria McAdam
commented
This is the perfect place to store employment contracts (required by law / as best practice) while retaining privacy. Adding this functionality would be brilliant
Maria McAdam
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230 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
An error occurred while saving the comment Maria McAdam
commented
Whenever anyone asks my experience of Xero, I tell them that it's great for single business owners / single bookkeepers, but has serious shortcomings when it comes to distributed roles. Until Xero fixes the really basic requirements of different users being able to access only "their" areas of Xero, I steer people away from it. Unsure why accounting firms continue to recommend it, knowing of these serious shortcomings.
An error occurred while saving the comment Maria McAdam
commented
I've been in touch with xero support on this - Tori kindly replied : The only action I can do here is pass on your feedback to our Product team. I've had a look at the votes and comments on Xero Product Ideas and I can see the frustration from not only yourself but other users of Xero.
Of course the difficulty is that Xero is ideal for small business owners but unable to cope with workforce segmentation eg with A/R / A/P roles requiring access only to aspects of Xero specific to their areas (eg reporting, not bank recons).
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146 votes
An error occurred while saving the comment Maria McAdam
commented
You can appreciate that as businesses get bigger (thanks in part to Xero) the inflexibility to allocate users to "siloed areas" within Xero becomes a limiting factor.
So an employee dealing with payables or receivables cannot run reports specific to their area (eg to chase up outstanding invoices)) without also having access to the bank accounts, which is unworkable for a business.
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23 votes
An error occurred while saving the comment Maria McAdam
commented
Not exactly the same, but related to this, a manager needs to be able to run timesheet reports but without having access to all other reports or payroll.
Maria McAdam
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45 votesMaria McAdam
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17 votesMaria McAdam
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9 votes
An error occurred while saving the comment Maria McAdam
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I set up an aba file for batch payments of payroll (Xero Aus), which then can be imported into the bank account (same as I do for bills). See attached, once you have posted the payroll this option is available to you.
If ATO provides it as an option, it should be enabled in Xero.