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  1. 25 votes

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    Lloyd Knipe supported this idea  · 
  2. 21 votes

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    Hi all, appreciate how this suggestion would make life easier 😊 This is a feature that our team are looking to improve, and they have plans to enable a quick link to go to the COA (similar to quotes today). They do hope to enable the ability to add a new account directly within the Invoices screen however there are a few other pieces of work lined up before they can tackle that.

    We'll shift to Under review and I'll keep you updated of any progress!

    Lloyd Knipe supported this idea  · 
  3. 49 votes

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    Appreciate wanting this within the individual bill and through creation, Ruth. We'll track interest of this here,  


    As a solve for right now, you can jump across to the Awaiting Payment tab and select the Bills you'd like to assign a planned date too you'll see the Action for 'Add planned date' turn blue and you can use this to bulk assign a plan to date to multiple bills at once 🙂


    If you're not sure which bills you've assigned a planned date too, you can click the plan Planned date header to sort all bills without a date assigned. 

    Lloyd Knipe supported this idea  · 
  4. 130 votes

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    Lloyd Knipe supported this idea  · 
  5. 12 votes

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    Hi Sara, along with Credit Notes, there is also facilities for Overpayment and Prepayments. Would these commonly fit the scenarios in which you're describing here where large amounts of funds are transferred and perhaps a business overpays their invoices to the business through which a refund is then issued? 

    Bein quite a tied in feature to the payments model I want to be open that we don't have any immediate plans for changing this or adding a new type of transactions that would directly add refunds to an invoice. 

    Lloyd Knipe supported this idea  · 
  6. 131 votes

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    Hi everyone, we appreciate the importance of being able to view and understand where billable expenses have and haven't been assigned. While we have keen eyes on the idea here, with other big pieces of work on the go we want to be open that this is not in the roadmap atm.
    We want you to know we're taking on board all your feedback here, and will continue to stay across this, and keep you updated of any news or progress that'll improve visibility for your needs here.

    Lloyd Knipe supported this idea  · 
  7. 125 votes

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    Lloyd Knipe supported this idea  · 
  8. 182 votes

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    Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.

    While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.

    With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.

    As always, if there's any change we will…

    Lloyd Knipe supported this idea  · 
  9. 150 votes

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    Hi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂

    Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here? 


    Lloyd Knipe supported this idea  · 
  10. 126 votes

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    Lloyd Knipe supported this idea  · 
  11. 446 votes

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    Lloyd Knipe supported this idea  · 
  12. 86 votes

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    Lloyd Knipe supported this idea  · 
  13. 91 votes

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    Lloyd Knipe supported this idea  · 
  14. 141 votes

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  15. 58 votes

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    Hi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here

    Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team. 

    Lloyd Knipe supported this idea  · 
  16. 29 votes

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    Appreciate wanting to see a direct option within customer statements that exist in Xero. 

    An option here would be to run the Customer Invoice Activity report where you can filter by Source to remove payment type sources such as 'Receivable Payment'. Once set up this could be saved as a custom report to be run with your filters at any time. 🙂

    Lloyd Knipe supported this idea  · 
  17. 157 votes

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    Lloyd Knipe supported this idea  · 
  18. 87 votes

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    Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.

    With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.

    Lloyd Knipe supported this idea  · 
  19. 53 votes

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    Lloyd Knipe supported this idea  · 
  20. 149 votes

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    Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.

    Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.

    Lloyd Knipe supported this idea  · 
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