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  1. 102 votes

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    Hi everyone, this is a feature that our team are looking to bring to new invoicing however there are a few other pieces of work lined up before.

    We'll shift to Under review and I'll keep you updated of any progress, here 📢

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    Bianca Davitt commented  · 

    Agree - we simply cannot use New Invoicing without the item code, account code & vat clearly visible on the main screen (ie. with no clicks to see it). This MUST be fixed before the switch. New invoicing is NOT FIT FOR PURPOSE without this.

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    Bianca Davitt commented  · 

    I also need the account code and vat info for every line visible too!

    Classic invoicing has this, why has new invoicing removed it?!?!?

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    Bianca Davitt commented  · 

    I can't believe that there are only 16 votes so far - surely there must be hundreds of businesses that need this fixed?!?

    As far as we are concerned, the "new invoicing" is not fit for purpose until this is fixed.

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    Bianca Davitt commented  · 

    Our company only uses product codes!!! Descriptions are more for the customers benefit.

    1) I type the product codes when creating an invoice. I cannot create an invoice without the product code.

    2) our dispatch team cannot pick/pack orders without the product codes showing on the delivery notes as they will not be able to find the bin locations.

    Without the product code, we can NEVER use the new invoicing.

    Bianca Davitt supported this idea  · 
  2. 248 votes

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    Hi community, thanks for sharing how deposits are used in your business and adding support for a direct way to apply a deposit to an invoice in Xero.

    Bringing this idea over from our previous forums we appreciate interest for this.

    Our team have done a fair bit of research to define what deposits could look like. Right now, there's dependency on work that is being done to upgrade technology through sales and payments, and no direct work for deposits.

    • As others have mentioned in the thread - there are options through payment service providers like Stripe to collect deposits, and you may want to look into

    We'll stay tuned to the support and feedback here, and share any updates.

    Bianca Davitt supported this idea  · 
  3. 266 votes

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    Bianca Davitt commented  · 

    Definitely need this! Our company cannot use the xero quoting system, because otherwise our sales people have access to all sorts of things that they should not be able to see/do.

    So we currently use a WORD template / PDFs for creating quotes, then once an order comes in, I have to manually duplicate it into Xero. Wastes time for both me and the sales people.

    Sales people should have access to raise quotes only.
    Finance people will then raise/edit/delete the invoices etc.

    So simple. Why is this still not possible?!?!?

    Bianca Davitt supported this idea  · 
  4. 84 votes

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    Bianca Davitt supported this idea  · 
  5. 924 votes

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    Hi everyone, appreciate wanting more of an update from us here. To share on our progress - Multiple addresses has been enabled in the back end of contacts. As mentioned in our previous update this is a complex piece of work, as we need to now build this into other areas of Xero where it'll add value.

    For this reason the work within Contacts is not live yet, as without building this feature across these other areas it wouldn't have much practical use. But to confirm, work's moving along and we look forward to being able to share more.

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    Bianca Davitt commented  · 

    As my mum used to say : "You've got 2 hopes - Bob Hope and No Hope!". lol

    I've been waiting for this update in Xero for almost 10 years (my boss won't let me move to a different programme - long story).

    Besides, even if Xero eventually do role it out, it will probably be a complete shambles like the New Reports which are not fit for purpose.

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    Bianca Davitt commented  · 

    I'm still waiting for this after it was first requested about 10 years ago (in the old version of the portal).......

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    Bianca Davitt commented  · 

    @ Lisa Gaudie @Sue-Ann Griffiths

    You can vote for the contacts feature to be fixed (to be put back on one page) here :

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45542638-contacts-show-information-on-one-page

    it has 179 votes already in less than a month!

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    Bianca Davitt commented  · 

    I have been waiting for this feature since it was first requested in 2012..... don't hold your breath......

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    Bianca Davitt commented  · 

    @Benjamin Patton - this has actually been a feature request for around 7 to 9 years..... they closed their old forum and created this one, so all of the requests that have been around for years now look new. I've been using Xero for over 10 years (boss refuses to let me move to different accounts program because he thinks it would be too much time and energy, so I have learnt to suffer) and this was one of the first features i voted on years ago. It used to have hundreds of votes but this new forum is much more difficult to navigate than the last one so I'm guessing a lot of users can't find this to vote on it again... or they have just lost the will to try after so many years....

    Bianca Davitt supported this idea  · 
  6. 937 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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    Bianca Davitt commented  · 

    I agree - totally pointless. We are a small business and I tried the app on my android tablet (was working from home one week when I had a cold).

    The app was SO BAD that I deleted it, and instead used a webpage on my tablet instead as the desktop version is much better than the app. And even the desktop version was worse when using a tablet. Now I always use a laptop unless I have completely no other choice.

    So stop trying to push the rubbish app, and fix the desktop version please!!!

    Bianca Davitt supported this idea  · 
  7. 842 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…

    Bianca Davitt supported this idea  · 
  8. 12 votes

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    Bianca Davitt commented  · 

    Also, just realised that the "approved sent and paid" needs to actually be "approved sent paid AND UNPAID" !!!

    The old View recent invoices report showed both. The new version needs both also.

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    Bianca Davitt commented  · 

    Completely agree!!! I want to see the customers entire purchase history in date order in 1 click.

    I have just had a 20 minute phone call with one of the Xero support people. Sadly, there is no easy fix to this issue at the moment. You either have to

    A) spend loads of time customising the "new" report every time you use it for every customer
    or
    B) save a custom template, but again you have to customise it by changing the customer filter every time

    Both options are far too time consuming, especially when the old version was available with 1 click and took 1 second to load.

    Total farce that Xero did not think this one through. Please fix the "new" version ASAP !!!

    Bianca Davitt supported this idea  ·