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  1. 420 votes

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    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…

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    Simon Richardson commented  · 

    New Invoicing - default checkboxes - attach pdf and email me a copy -

    apparently this has been solved already (see other thread), but I still find i have to go and re-tick the checkboxes every time - please can these default back to whatever the last setting was for that client, when copying an invoice, like classic invoicing?

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    Simon Richardson commented  · 

    i need to manually send a pdf copy to some clients every time - even though xero sends a copy direct to their accounting package at head office.
    They will not pay unless they get a copy of the pdf emailed manually to the local office-

    Simon Richardson supported this idea  · 
  2. 18 votes

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    Simon Richardson supported this idea  · 
  3. 416 votes

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    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

    Simon Richardson supported this idea  · 
  4. 528 votes

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    Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

    Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

    To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

    • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
    Simon Richardson supported this idea  · 
  5. 15 votes

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  6. 213 votes

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    Hi everyone, thanks for your feedback and votes on adding birthday notifications to Australian payroll - we understand how this could help with team celebrations and managing age-based award rate compliance.

    After reviewing with our product team, this feature isn't currently on our roadmap, and we'll update the status to 'Not in Pipeline'. Right now, setting up an external calendar could help you track these important dates.

    We appreciate you all taking the time to share your feedback with us, and will continue to watch the traction this idea receives through Votes. If there is any change, we will share an update here. 

  7. 43 votes

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    Hi community, we recognise it's been some time since our last update on this idea and apologise for the delay in coming back here.

    After our last post, priorities for the team did pivot and work for showing current VAT liability was put on hold.

    While not actively underway atm, we have intentions of surfacing an organisation's VAT liability total on the dashboard on our longer terms roadmap. While we'll move this idea to Accepted for now, as soon as there is movement we'll be back to update you again. Thanks

  8. 35 votes

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    Simon Richardson shared this idea  · 
  9. 44 votes

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    Hi community 👋

    Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:

    Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!

    They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.

    The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.

    They aim to discover:

    • Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
    • Whether this conceptual solution…
  10. 49 votes

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    Simon Richardson commented  · 

    handy to show liability on dashboard too