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71 results found
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9 votes
Thanks for sharing this idea. Being able to download an existing branding theme as a DOCX is something you would like to see in Xero. For now, we'd like to get a sense of the support for this from the community. Feel free to share your idea with colleagues that'd also like to see this so they can add their support too. 🙂
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Sarah Jacobs
supported this idea
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15 votes
Hi Stephanus, appreciate you bringing this suggestion to the community. We understand the request to replace the standard “Tax Number” wording with a preferred label, such as “VAT Number”, on customer invoices.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you’d like the label customisation to work.
Sarah Jacobs
supported this idea
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40 votes
⭐ Thanks so much for taking the time to share this idea in so much detail. The examples and use cases you’ve included do a great job of showing why more flexible repeating invoice schedules would make a real difference for businesses managing recurring and occasional charges.
This is an area that is continuing to gain support. The need for more flexibility, less manual admin, and better support for real-world billing arrangements is something we know matters to customers, and feedback like this helps reinforce that.
While I can’t make any specific promises on timing or delivery here, please know this idea is valuable and the level of detail you’ve provided genuinely helps inform those conversations. Thanks again for sharing it and helping highlight an important pain point.
An error occurred while saving the comment Sarah Jacobs
commented
Plus obviously the ability to generate a recurring invoice report or at least export to excel would be so helpful. ATM it is such a manual process to maintain over 200 recurring revenue invoice templates.
Sarah Jacobs
supported this idea
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118 votes
Thanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.
Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.
Sarah Jacobs
supported this idea
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41 votes
Thanks for bringing this Idea to us Johanna, we appreciate you taking the time to let us know what they want to see in Xero. We have reviewed this and have made it available for others to vote and comment on! Although we are continually updating and improving the overall experience, its great to get input from our customers on how we can make it even better 🙂
Sarah Jacobs
supported this idea
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136 votes
Hi Roger, thanks for the feedback on this idea. it’s clear that seeing the number of days overdue directly on the Send Statements screen would make it easier to prioritise follow-ups without interrupting your workflow.
At the moment, the Date and Due Date of each outstanding invoice are already displayed on the Send Statement screen, but having the actual days overdue visible would give immediate context and help you act faster when sending statements.
We have now move this idea to Gaining Support, which means it’s open for votes and comments. Hearing from the community will help our product teams understand how much value this visibility would add across different workflows.
Sarah Jacobs
supported this idea
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28 votes
Thanks for sharing this with us. 🌟
We acknowledge that the new invoice template can display two View and pay online links—one near the top of the invoice and another further down. We understand that this can make the invoice seem cluttered, particularly when it’s printed.
We’re opening this idea up so other customers can vote and comment on it. The additional feedback will help us understand how widely this affects customers and support future consideration of the requested change.
Sarah Jacobs
supported this idea
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137 votes
Thanks for all your engagement here, everyone. We get how easy it can be to approve a bill too early, then have to delete and recreate it just to make a correction.
Within the new bills approval workflow we’re developing, an approver will be able to reject a bill with a reason, returning it to Draft for changes and resubmission.
An admin will also have the ability to return a stalled bill to Draft before adjusting the rule or resubmitting it.
We want to acknowledge feedback from users in this idea that are interested in moving an already approved bill back to a draft state, and we have a separate idea that we’d recommend joining for updates.
The bills approval flow work is in flight right now, and I’ll be back with news when this is released.
Sarah Jacobs
supported this idea
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38 votes
Hi team, we've created this idea from recent feedback we heard about the new invoice editor.
Our product team are paying close attention to feedback to consider for future iterations, so we'll make sure to update if there's any news.
Sarah Jacobs
supported this idea
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131 votes
Hi everyone, thanks so much for taking the time to share your feedback and support this idea. We’ve taken another look here and, while we don’t have plans to develop DOCX further, we have released and are continuing to roll out our invoice editor. It’s replacing the Standard branding theme first, and from there will continue to evolve with more of the invoice customisation we know customers are looking for across things like logos, fonts and colours.
We know this won’t be the update some of you were hoping for, especially for those wanting more flexibility in how invoices look and feel. To help keep updates relevant to the specific changes being asked for, we’d really encourage you to add your vote to the ideas below, as they’re more closely related to those points:
Sarah Jacobs
supported this idea
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75 votes
Hi everyone, this idea has been created based on recent feedback received on the new invoice editor. Our product team are keen to get a wider understanding of overall interest so please add your vote if this would be useful for your business.
We'll share if there are any updates.
Sarah Jacobs
supported this idea
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88 votes
Hi team, we appreciate the feedback we've received from customers about the Amount Due and Due date sizing with the new invoice template editor.
Taking this on board our team did recently release a change to reduce the size of this text.
We're keen for your continued feedback here on if this change has had an impact for your business, for product's continued consideration of future improvements. Thanks
An error occurred while saving the comment Sarah Jacobs
commented
I will add that it is appalling customer service from Xero that I am relying on users to tell me how to remove the 'view online' link (on twice in massive font, which is akin to shouting) and how to remove the qr code, whereas Xero remains silent and unhelpful.
An error occurred while saving the comment Sarah Jacobs
commented
I echo Bronwym's comments. The inconsistent font is also embarrassing for us to send to our clients. We are also an Engineering business where accuracy is a huge part of our branding. Sending invoices with varied fonts just makes us look unprofessional. Also the positioning of the due date and amount due in large font at the top of the invoice is like we're shouting for our money and is also very unprofessional.
Sarah Jacobs
supported this idea
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112 votes
Thank you everyone, for sharing your feedback on the new invoice template editor.
While we hear your concerns, we don’t accept ideas asking us to remove a new feature or restore an old experience. That said we want to hear your feedback on how we can improve the new experience.
In relation to feedback on the invoice title - We've recently released an update in the Advanced section of the editor where you have multiple options for the Invoice title, a couple of preselections or the ability to set your own custom title.
I've linked some ideas started around changes users would like to see below, and encourage you to add your vote where of interest to you. This'll be highly valuable to the team and we'll be able to keep you updated on related changes
Sarah Jacobs
supported this idea
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804 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
An error occurred while saving the comment Sarah Jacobs
commented
Who on earth designed this?!! I don't want to play 'hunt the widget' every time I log in. The whole point of widgets is to make using Xero more efficient, not less effificent!!
An error occurred while saving the comment Sarah Jacobs
commented
To reiterate what someone else has already posted:
You said above "More options for the sizing of widgets so you can reduce these frames and better position this information on your screen" - I need to be able to organise widgets and fix their position, and stop the system re-adjust things every time we move just 1 box or change the size of the screen. The current re-arranging of the home page elements is too fluid so I waste time searching for the widget I want as it is in a different place on the screen every time I view with a different sized screen (ie laptop, home monitor, office monitor).Sarah Jacobs
supported this idea
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An error occurred while saving the comment Sarah Jacobs
commented
I agree with other responses, but will list the main things I am interested in:
- listing/locking widgets by column, not row (so that when using different size screens, the widgets do not reorder horizontally based on screen width)
- listing bank accounts separately - either with their own column or tab
- stop with the advertising popups or how to use Xero at the top of the screen - it takes up so much space
- why is there a widget for the expense module, but not payroll, products and services, or projects? -
187 votes
Hi everyone, we appreciate and want to thank everyone for feedback on the responsiveness of the new Homepage. This has been shared back with our product teams as they continue to develop this experience.
At this stage, there are no plans to fix the number of columns when using the Homepage. However, our team will continue to monitor usage on this closely.
One recent change we’ve introduced is that the Homepage layout can be saved at each screen size.
For example, if you set up and save the Homepage layout for your laptop and then move to a larger monitor you’ll see this adapt. However, if you ‘edit’ the Homepage and save the layout separately from your monitor Xero will remember the layout for each screen size. You should only need to do this once for each screen you use.
We’re looking at enhancing the edit layout experience soon to…
An error occurred while saving the comment Sarah Jacobs
commented
I am reposting Eric Dunn's comment as I agree with it:
'Please allow the widgets to be organised in columns - currently it automatically arranges them in rows. OR allow the auto arrangement to be turned off so I can put them where I want.'An error occurred while saving the comment Sarah Jacobs
commented
I am copying Steven Mallender's comment as I totally agree:
'Allow Widgets to be ordered into Columns.
My preference as below; but at least then everyone knows where to find a specific Widget - not in some random pool like it is now.
Column1 = Bank accounts;
Column2 = Tasks, invoices to chase, bills to pay;
Column3 = Business Performance.
(I have 30+ (multi-currency) bank accounts and currently there's no point trying to find them on the new Homepage).An error occurred while saving the comment Sarah Jacobs
commented
Agreed. I want to fix the position of the widgets, possibly with 'sections' so the banks accounts only ever take up the first 2 columns and the rest of the widgets can take up whatever is left. This i because I have a wide screen, but sometimes use a narrower screen and when I swap between the 2, the position of each of the widgets cahnges, which is confusing!
Sarah Jacobs
supported this idea
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407 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Edit homepage' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
Sarah Jacobs
supported this idea
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58 votes
Hi team, we've made reviewing auto-reconciled transactions easier. Review reconciled is now the main review step, and you can filter by reconciliation method and see why each transaction was reconciled.
At this time there's no way to mark transactions as reviewed yet, so we'll continue gathering support for this here. Thanks
Sarah Jacobs
supported this idea
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An error occurred while saving the comment Sarah Jacobs
commented
We can't rely on JAX AI to auto reconcile bank transactions, therefore if Xero want users to use this feature, there has to be an easy way for a viewer to check auto-reconciled transactions and mark those transactions as checked by a human.
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940 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
An error occurred while saving the comment Sarah Jacobs
commented
Important so that a credit note doesnt have to be match to a particular bill first
Sarah Jacobs
supported this idea
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111 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.
An error occurred while saving the comment Sarah Jacobs
commented
This functionality shouldn't have been released until it had been tested properly.
An error occurred while saving the comment Sarah Jacobs
commented
This is important as duplicate bills keeps telling me that the same bills are duplicates. Once I have said 'keep all', then it shouldn't ask me again. Today (29 Aug 25) I got a duplicate bills notification for 2 paid bills dated Jun 25, over 3 months ago!
Sarah Jacobs
supported this idea
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294 votes
Hi community, we appreciate your feedback here. We understand how valuable bulk actions would be for updating and processing repeating invoices, especially when you're managing changes at scale.
While this work isn’t currently roadmapped, we recognise this as a gap and it’s on our team’s radar as we look at the future of repeating invoices. If there’s any news or progress to share, we’ll be sure to update this idea.
An error occurred while saving the comment Sarah Jacobs
commented
Please can you give us a csv export like the one in 'products and services'? So we can check repeating invoices set up for periods in the future. We have over 100 set up, up to 10 years in advance.
An error occurred while saving the comment Sarah Jacobs
commented
I agree with Edelnet: I also highlight the invoice summaries on the screen, and copy and paste them into a spreadsheet. A rather laborious process. Plus the reference field is truncated, so doesn't give me all the info I require in my spreadsheet.
Sarah Jacobs
supported this idea
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Definitely agree! The docx custom templates are so old fashioned.