Settings and activity
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293 votes
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Sarah Jacobs
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An error occurred while saving the comment Sarah Jacobs
commented
Agreed - being forced to click any more than the current method is an inefficiency that needs to be removed.
There now seems to be 2 sections in new invoicing where you have to action in order to attach a document when emailing invoices:
1. Attach files - in the invoice edit screen, rather than just drag and drop attachments onto the invoice, you now have to open the 'attach files section' and click on 'send with invoice'
2. Email - you are forced to click 'attach files to email' again, even though I've already clicked 'send with invoice'
Also this section is unclear - if there's more than one attachment, does it send all attachments?2.
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286 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
An error occurred while saving the comment Sarah Jacobs
commented
Agreed - being forced to use a mouse to use a dropdown calendar is an inefficiency compared to using a keyboard to type dates.
Sarah Jacobs
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30 votesSarah Jacobs
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22 votesSarah Jacobs
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58 votes
Hi team, thank you for all your feedback. We're in the process of developing the edit view of the line item grid within new invoicing and will be incorporating the ability to manually add a row and the ability to move blank rows within the invoice. Once released blank lines will be able to be saved within the invoice so you can separate lines or groups of lines as you need. I'll keep you updated on when this goes live.
Sarah Jacobs
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23 votesSarah Jacobs
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106 votesSarah Jacobs
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16 votes
An error occurred while saving the comment Sarah Jacobs
commented
Another example of the search screen not behaving in a logical way:
1. When I type in 'bar' I would expect the contacts that begin with 'bar' to show first, then contacts with 'bar' in their name.
2. Why does Barista Buddy appear before Bargain car rentals?
3. Why does a bill from MM electrical from 2015 with 'bar' in it's tracking code appear before bills from Barista Buddy from 2024? Who decided that tracking codes have higher priority in the search over the most recent bills?I just don't get the logic and now find the search function very frustrating as it returns irrelevant and illogical results
An error occurred while saving the comment Sarah Jacobs
commented
The search function is still not behaving in a logical way - ie contact name first. As you can see in my screenshot, if I search for 'pm', the contact group that matches this search is returned first, then the contact email address, then with the letters contained in the contact name, then back to email address, and finally letters at the beginning of the contact name.
Similarly, the search is not showing the transactions in a logical way - ie most recent first. As you can see in my screenshot a transaction from 2021 is first on the list before the transaction from 2024.When we search contacts for 'water', the first result is a contact with water in it, but the 4th contact BEGINS with 'water'. Why wouldn't the contact beginning with 'water' be the first result? Or at least in alphabetical order. Also Pittwater Engineering hasn't had any transactions since 2018 and are not the highest value, so not the highest relevance.
When I search for ATO the contact 'ATO' doesn't appear at all as a search result. It only appears in the search if I limit the search to 'contacts' only. The first result is a tracking code with ato contained in the text. This means that the search function has made some wild assumptions about relevancy, isn't reliable and can't be trusted.
When I search for Telstra the first transactions listed are for 2013 even though the client has entered a bill or bank transaction from Telstra every month from 2013 to 2024. How can Xero possibly assume that bills from 2013 are more relevant than bills from 2024?
Sarah Jacobs
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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.
Sarah Jacobs
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330 votesSarah Jacobs
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1,103 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Sarah Jacobs
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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…Sarah Jacobs
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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.
Sarah Jacobs
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18 votesSarah Jacobs
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21 votes
Appreciate the interest shown on the idea here, everyone. Atm, we don't have any plans for adding a specific field for a Contact / Business Registered name.
While not a perfect solution as another user has shared, perhaps adding the name to the contact's address field could help surface this detail where required at present.
We'll continue to gauge interest in this, and share if there are any updates.
Sarah Jacobs
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6 votesSarah Jacobs
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153 votesSarah Jacobs
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316 votesSarah Jacobs
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210 votes
An error occurred while saving the comment Sarah Jacobs
commented
Don't get me started on repeating invoices. I set up repeating invoices with different amounts for up to 10 years in advance.
1. There needs to be a copy repeating invoice function, so I don't have to recreate each one.
2. When I do set them up in year order (ie 2023, 2024, 2025), Xero always reorders them on the screen to a random order (ie 2024, 2023, 2025) and tell me I can just use the search/sort functionality myself.The very least Xero can do is default the order of repeating invoices to the same client in the order they were created.
An error occurred while saving the comment Sarah Jacobs
commented
And the ability to import/export repeating invoices too.
At the moment I have to recreate a spreadsheet with the 107 repeating invoices we have!!An error occurred while saving the comment Sarah Jacobs
commented
At the very least I need to be able to view the repeating invoices list screen without the reference field being truncated. This is especially annoying as the 'next invoice date' field width is the same width as the reference field width - which is a poor design as any date field only needs to be 11 characters wide.
If I can't have a report, then I would expect to be able to export the repeating invoices with all fields included in the export
An error occurred while saving the comment Sarah Jacobs
commented
Thanks Nick, beanbox looks good. I agree, having to use a third party appfor basic functionality not available in Xero is very silly.
I manually populate my spreadsheet, then import it into monday.com so I can report forecast recurring revenue using their executive dashboardAn error occurred while saving the comment Sarah Jacobs
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Very important as I have over 50 repeating invoices and have to manually populate a spreadsheet with their details
Sarah Jacobs
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40 votesSarah Jacobs
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And do we need to use up a whole row to for the 'sent' box to be shown - what a waste of space causing more scrolling. Surely it can be put at the top next to the status 'awaiting payment'