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  1. 908 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

    Claire Barning supported this idea  · 
  2. 133 votes

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    Claire Barning supported this idea  · 
  3. 204 votes

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    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

    Claire Barning supported this idea  · 
  4. 221 votes

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    Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
    Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.

    Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

    There are really important reasons why we must go forward with sunsetting classic invoicing…

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    Claire Barning commented  · 

    Hi Kelly - in the original invoicing system, we could tab through easily, selecting customers, date, etc = now we need to use our mouse all the time to select options (customer, date etc), and if you do tab from one of these, it starts back at the top of the internet browser. Please fix this also.

    Claire Barning supported this idea  · 
  5. 495 votes

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    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

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    Claire Barning commented  · 

    Hi Kelly, can you please also add to the scope of this - the ability to select credit notes when setting up a creditors payment. So that way the remittance actually matches the payment, instead of having to allocate all credit notes against invoices (whether they are relevant or not).

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    Claire Barning commented  · 

    Thanks Valerie Hague, hopefully they have actually listened to you, as so many of us have asked for this for YEARS and been fobbed off constantly.

    I hope they are looking to set up credit notes to be allocated against both creditor and debtor payments (depending on whether the credit note has originated from ourselves or our suppliers).

    I've lost count of how many times they have added a comment, saying it's not on their current list of things to do, and then they close the thread.

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    Claire Barning commented  · 

    Hi Xero, I've been asking for this to be done since we joined Xero in 2012. Will this ever be done??? The number of times that we get an email from Xero, saying it is not a priority at the moment and then they close this item, but never do anything.

    PLEASE, PLEASE, PLEASE - sort this out.

    Claire Barning supported this idea  · 
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    Claire Barning commented  · 

    Hi Kelly, thanks for your response - however your customers have been asking for this for many years, I've been with Xero now for 10 years and have been one of many asking for this change. Every time we get the same response that there are no plans for making this change. No doubt this thread will again be deleted an a new one will have to be created as this is a big issue for so many of us!

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    Claire Barning commented  · 

    I have been asking for this for 10 years, since our business moved to Xero. The ability to allocate credit notes against a payment (whether receiving or paying) shouldn't be a huge ask.

  6. 56 votes

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    Claire Barning supported this idea  · 
  7. 70 votes

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    Hi community, to keep you updated of progress in this space. Our product team recently released an update so you can view more detail in history such as where an issue or due date has changed or total amounts of the invoice have changed and who these were made by. We have more improvements coming for history and notes in new invoicing and will share more as it's made available, here.

    Claire Barning supported this idea  · 
  8. 136 votes

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    Claire Barning supported this idea  · 
  9. 97 votes

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    Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊

    As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.

    Claire Barning supported this idea  · 
  10. 220 votes

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    Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here. 

    Claire Barning supported this idea  · 
  11. 288 votes

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    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…

    Claire Barning supported this idea  · 
  12. 538 votes

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    Claire Barning supported this idea  · 
  13. 282 votes

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    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!

    Claire Barning supported this idea  · 
  14. 963 votes

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    Hi everyone

    We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.

    I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.

    The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please

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    Claire Barning commented  · 

    I only use the app occasionally if I'm away - 99% of the time I'm working on my desktop computer, and I'm assuming the majority of users are also. Please fix this for desktop users.

    Claire Barning supported this idea  · 
  15. 141 votes

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    Claire Barning commented  · 

    Please Xero - change the credit note system so instead of it only being able to allocate against an invoice, the system let us use them against a payment (whether creditors or debtors). 20 years ago the system I used was able to do it and Xero just doesn't and constantly tells us that they are not going to do this at present. COME ON just do it!

    Claire Barning supported this idea  · 
  16. 94 votes

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    Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this. 

    If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill. 

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    Claire Barning commented  · 

    Yes, need this - we have often had instances of supplying a part, sending our customers an invoice which gets paid by their accounts department and then they return the part as it was no longer required, so instead of being able to select the original invoice and create a credit note, which will then be taken up against the next months payment.
    If only we could allocate credit notes against payments (in and out) and not just invoices!!!!!!!

    Claire Barning supported this idea  · 
  17. 550 votes

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    Hi team, further on from our last update we are extending the ability to automatically record Xero subscription invoices in your organisation to UK customers via einvoicing.
    As a first cut if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll need to enter your businesses VAT. Over the following months we'll be building on the experience so you can eventually choose this option from the online invoice itself. We'll keep you updated of progress for this, here.

    Claire Barning supported this idea  · 
  18. 617 votes

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    Hi everyone, thanks for joining and supporting this idea.

    We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.


    To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.

    That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.


    As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.

    Claire Barning supported this idea  · 
  19. 243 votes

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