Settings and activity
20 results found
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40 votes
Helen Schafer
supported this idea
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155 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
An error occurred while saving the comment Helen Schafer
supported this idea
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371 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
Helen Schafer
supported this idea
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41 votesHelen Schafer
supported this idea
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46 votes
An error occurred while saving the comment Helen Schafer
commented
Hi Simon. it just sounds like you are not a good fit for Xero Projects which really is entry level Project Management. Take a look at WorkflowMax by BlueRock - it can do all that and more with incredible flexibility with chargeout rates - happy to show you - find me at www.livingbusiness.co.nz
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209 votesHelen Schafer
supported this idea
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21 votes
An error occurred while saving the comment Helen Schafer
commented
Yes. It's also a case of how to keep track of which clients have e-invoicing capability or not. I'm thinking at the moment we'll need to put a code in the name like "John Smith (E)" to be able to tell - unless there is a better idea.
Also, most of my invoices are repeating subscription invoices so if that's not an option for e-invoicing it's pretty much a non starter for me.
Helen Schafer
supported this idea
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719 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Helen Schafer
supported this idea
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445 votes
Hi everyone, thank you for all the interest and we appreciate the needs for those using foreign currency to have more efficiency in how you process these bills for payment. Your feedback and votes here have not gone unnoticed - We have a team that have been doing some ground work in this space and at this time we have beta that we'd like to invite any UK customers to join and feedback to our team on the experience. If you'd like to be a part of this please fill in our form here and we'll be in touch.
We appreciate this idea is farther reaching than UK alone and while the beta is limited to this region for the time being, based on results we will look at expanding this to other places.
We'll keep you updated of further developments here.
Helen Schafer
supported this idea
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13 votes
Hi everyone, we appreciate your feedback on the show/hide fields option. As you may have seen in other updates we're working on a new line item grid that will encompass a few enhancements we know our customers want to see, and will also include an improvement to the behaviour of the show/hide fields so the options you select will be retained. I'll come back to confirm when this is released.
Helen Schafer
supported this idea
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41 votesHelen Schafer
supported this idea
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7 votes
Thanks for getting back to me on your needs here, Janet. I'll move the idea back to submitted as we don't have direct plans around this atm. We'll get a sense of the interest from the community here and will keep you updated if any progress is planned.
An error occurred while saving the comment Helen Schafer
commented
I don't get it? Normally text font size can be controlled from the screen settings - whatever software is showing on the screen?
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400 votes
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…
Helen Schafer
supported this idea
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New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
483 votesThanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…An error occurred while saving the comment Helen Schafer
commented
So, long story short, we can keep our long description items in Products and Services as normal, but when we use them will need to copy and past the description part into a new line so that all the other 0s don't follow. Not really consistent with Xero's aim of being efficient, and adds another step that none of us needed.
Good that it is technically possible to have a description with no 0's though.
An error occurred while saving the comment Helen Schafer
commented
I should hope so. Considering there are no other custom fields available on invoices and Xero themselves in the past have recomnended using inventory items as a work around!
An error occurred while saving the comment Helen Schafer
commented
Hi Barbara. I have voted for this functionality also. However, I think in your case you could solve the issue with a Custom Invoice Template which can only show the total on the invoice and not individual unit prices, quantities or individual line items. Happy to have a complimentary chat about it and point you in the right direction. Find me at Living Business in NZ.
Helen Schafer
supported this idea
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41 votesHelen Schafer
supported this idea
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77 votes
An error occurred while saving the comment Helen Schafer
commented
Will make the difference to whether I will be able to send a significant portion by e-invoice. Most of my invoices are repeating.
Helen Schafer
supported this idea
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198 votes
Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.
If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.
However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…
Helen Schafer
supported this idea
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150 votes
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.An error occurred while saving the comment Helen Schafer
commented
Hi. This feature was released in NZ the last couple of month - but only for assigning to Projects, not assigning to Contacts. But still, that's a massive improvement. So now under the extra options dots you can have a view of bills to only show those that have not been assigned to a Xero Project.
Helen Schafer
supported this idea
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11 votesHelen Schafer
shared this idea
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15 votes
Thanks for your support here, everyone. Appreciate there is some interest in this from people emailing bills to their organisation, or importing via a 3rd party application.
We wanted to share a recent change we've made for those using eInvoicing - invoices received via Xero's eInvoicing will apply Contact defaults (such as a set default 'Purchase account) when creating the invoice in Xero. 😁
Helen Schafer
shared this idea
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Doesn't look like it will happen for a while. The work around seems to be to copy from an invoice to a quote, and then copy the quote to a Purchase Order....