Settings and activity
27 results found
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449 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment An error occurred while saving the comment 
Heather Barclay
commented
Kelly Munro - when a significant number of your customers tell you that something like new invoicing that you think is an improvement to your product is actually a dysfunctional mess that makes their working lives more difficult and exposes them to the possibility of serious errors in invoicing, smart companies take notice. They do not ignore, belittle and gaslight those customers. It's time to stop digging that hole (which must be somewhere near the Earth's core by now), step back and REALLY LISTEN to what your customers are saying. Xero has lost its way here, but it's not too late to dig out the map and trace your steps backwards. Better to delay that to commit yourself to a change that is so much less effective that the system it replaces.
It's already too late for me. This time last year, all my clients were on Xero. Now I have only one (who doesn't use invoicing). The rest are using Free Agent and Sage, both of whom have much better customer service and (bonus) are significantly cheaper and better value for money. The pain of making the change was short term. No regrets.
An error occurred while saving the comment Heather Barclay
commented
By the end of November, I will have just one client using Xero. The rest will have migrated by then. If Xero ruin billing, as they have ruined invoicing, that last client will be away, too. The only reason they aren't moving yet is because they use a till and don't invoice.
Xero has become over expensive and is no longer competitive. And that was before the "improvements" that made users' lives more difficult Well done, Kelly - you have been the public face of a company gaslighting and ignoring its customer base to the extent that droves professional bookkeepers and accountants are taking their business elsewhere.
Most of my clients are off to Sage (who have really upped their customer service game, and even HAVE A BUTTON TO MARK BILLS AS DISPUTED. How cool is that? Why didn't Xero think of that? Oh. It was suggested years ago by multiple users, but Xero didn't think it was worth doing).
The rest will be with FreeAgent. I have already moved a small business that I run independently of my bookkeeping practice to Freeagent, (which is free with a Mettle, RBS or Nat West account in the UK), thus dodging the massive price increase which Xero informed me about after I had ended that subscription. The process was smooth and very straightforward.
My bookkeeping business accounts will go to Sage, and I already have a transition timetable in place for the other clients not there already. Sage offer me better discounts, and is cheaper, too. Xero Bronze status is very easy to give up. The discount is tiny, and Xero's Practice Directory discriminates against smaller practices. My own is much lower down in the list for "local" accountants and bookkeepers than large accountancy practices several hundred miles away, who just happen to have one or two clients in my area.
I never used Xero payroll, because Moneysoft's Payroll manager is much cheaper and more flexible.
To anyone else thinking that changing software is too daunting, do please look around and see what else is out there. Most of the other software providers will help you manage the change and will cover the cost of "Move My Books" to get your data from Xero into your chosen replacement.
Finally - a huge "Well done!" to Xero. I am not the first previously loyal customer you have alienated. I won't be the last. I do hope you aren't labouring under the delusion that your business is too big to fail, because self-destruct like this in a company is truly frightening.
An error occurred while saving the comment Heather Barclay
commented
The new invoicing system is not an improvement - it takes longer and is less efficient and user friendly. Rub it out and start again. It takes longer, and having to scroll down the drop down button to avoid "approve and email" is a nuisance if I am not ready to send it right away. Classic invoicing wasn't perfect, but it worked. And bring back Xero to Xero. I can't believe you abandoned this time-saving measure.
Heather Barclay
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350 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
An error occurred while saving the comment Heather Barclay
commented
Translation: "Xero is so busy ruining the invoicing process, we haven't yet got round to a basic change that our customers really want."
Thanks, Kelly. You have confirmed that my decision to move the majority of my clients (all bar one) to different software was definitely the right one.
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8 votes
Hi everyone, we appreciate interest from non-VAT registered businesses that would like to make use of the efficiencies eInvoicing brings.
As the UK do not have a standard business number, this create complexity in being able to identify and register non-VAT registered businesses on the Peppol network.
While this is an idea that we'd like to continue to gain interest from our community in, we want to be upfront we don't have any plans to support eInvoicing for non-VAT registered businesses in the near term.
We're actively advocating for this with the UK Government as part of their recent e-Invoicing consultation.
Heather Barclay
supported this idea
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An error occurred while saving the comment Heather Barclay
commented
Many small businesses aren't VAT registered. They pay the same subscription to Xero as VAT registered businesses - they just can't claim back the VAT. So why is Xero treating them like second class citizens and denying them benefits that bigger businesses can access?
I am tired of having to manually download Xero invoices every month. Why can't this be automated?
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94 votes
Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Remember, you can keep switching between the two products between now and September. Thanks
An error occurred while saving the comment Heather Barclay
commented
I agree.
Heather Barclay
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231 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
An error occurred while saving the comment Heather Barclay
commented
Rather than faff about with that, Kelly, it would be a lot easier if the software was able to just do the bulk update without users having to update templates whenever they need changes like this.
If there's "no way at the moment", when will there be? "We hear you and we ignore you" is not responsive customer service.
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3 votesHeather Barclay
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3 votesHeather Barclay
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43 votes
An error occurred while saving the comment Heather Barclay
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It took me a long time and much frustrating searching before I discovered that the well understood term "payment on Account" was named "Overpayment" in Xero. While I understand that "overpayment" is the term used in New Zealand and Australia, isn't is possible to support international variations on the term? I log into Xero UK. Why can't the version of the software I use (which copes with specific UK functions such as our VAT setup) also cope with the concept of "Payment on Account"?
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704 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Heather Barclay
supported this idea
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333 votes
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!Heather Barclay
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An error occurred while saving the comment Heather Barclay
commented
This would be a real time saver
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49 votesHeather Barclay
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An error occurred while saving the comment Heather Barclay
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In the bank reconciliation window, it would be really helpful if the "find and match" feature allowed searching by date range as well as name, reference and amount. This is particularly important where there are a high volume of individual payments of the same amount over a long period of time. This would speed up clean-up work significantly.
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418 votes
An error occurred while saving the comment Heather Barclay
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This would save me hours every month!
Heather Barclay
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18 votesHeather Barclay
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3 votes
Hi Heather, while maybe slightly brash do appreciate the feedback.
With your added detail we're happy to have the idea in the forums here that we can get a feel for the appetite on - You're always welcome to reply to an update I've shared on an idea too and we can review this.
Please understand it's not my intention to inhibit customer feedback, but will do our best to highlight and share places where features and capability in the product do exist but may just be unknown by users.
Heather Barclay
shared this idea
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1,158 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…
Heather Barclay
supported this idea
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88 votes
An error occurred while saving the comment Heather Barclay
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At present, only 5 bills can be posted each month using Xero starter. This is unrealistically low. If business can post 20 sales invoices, why can't the number of bills be increased to match? The jump in price between Starter and Xero is quite steep for new small businesses, and they are more likely to go to a rival software that offers more features and functionality for a very small price increase than to upgrade to standard.
Heather Barclay
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214 votesHeather Barclay
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57 votesHeather Barclay
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21 votes
Hi team, reviewing this idea our team are exploring the possibility of adding the ability to add a number of Freeform Notes in some of the Financial statements for FRS102 1a as part of our plans to improve the Notes & Disclosures and offer greater flexibility. We'll round back to share once we have confirmation for you all. 🙂
Heather Barclay
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979 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Heather Barclay
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@Platypus Billing it's fairly straightforward to move to new software at the end of each business' financial year. Sage will even pay for you to use "Move My Books" to make the change. FreeAgent have their own system to help copy data over.
My costs are now significantly down. It's sad that after an 8 year business relationship, things should end this way, but I can't, in all conscience, recommend a product to my clients from a company which treats its own customers with such contempt.