Settings and activity
25 results found
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4 votes
Hi Cath, when you say you have to log out and then into the other org, are you using 2 separate Xero account logins?
Appreciate not the ideal solution but you could use incognito mode atm, to open the organisation you need to reference?
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Cath Lamb
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9 votesCath Lamb
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319 votesCath Lamb
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An error occurred while saving the comment Cath Lamb
commented
Also find a way to turn off expense notifications for the rest of us who have absolutely nothing to do with expense claims but get a notification every times one is uploaded
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25 votesCath Lamb
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62 votesCath Lamb
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9 votesCath Lamb
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27 votesCath Lamb
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42 votes
Thanks for all your engagement on this idea. We understand that the option to post receive money transactions from Hubdoc is important to all who've supported this, however we want to be transparent that this isn't a feature we're currently working on.
Please continue to add your support to this idea and if there are any changes around this we'll share with you all, here.
An error occurred while saving the comment Cath Lamb
commented
Or at least allow a negative spend?
Cath Lamb
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7 votesCath Lamb
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21 votes
An error occurred while saving the comment Cath Lamb
commented
I'm here again, this shouldn't be a product idea, I should be able to report a problem with the software. Search isn't working. If I type in Chesterfield, it tells me there is only one contact containing Chesterfield. This is rubbish, we have at least 3... Come on Xero, Quickbooks has its limitations but its search facility actually works.
An error occurred while saving the comment Cath Lamb
commented
This drives me mad on a daily basis. Has anyone ever worked out how the results are sorted? Things from years ago. 99% of the time I know the date, I just need to find the transaction. Let us filter or sort by date
Cath Lamb
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290 votesCath Lamb
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724 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.
Cath Lamb
supported this idea
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397 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Cath Lamb
supported this idea
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225 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Cath Lamb
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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
489 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…Cath Lamb
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7 votesCath Lamb
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575 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Cath Lamb
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6 votesCath Lamb
shared this idea
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4 votes
An error occurred while saving the comment Cath Lamb
commented
Ability to order search results by date. When I search for an amount or contact and click on bank transactions it gives the results in a totally random order. I end up scrolling through pages and pages trying to pick out certain dates. Please can we have a filter or sort function. Or at least give the results in date order
Cath Lamb
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56 votes
An error occurred while saving the comment Cath Lamb
commented
Filter/ Search/ Anything to make it easier!
Cath Lamb
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Hi, I'm using the same login for both companies.
Thanks for the tip on the incognito mode, that seems to be working! I've tried using a different browser before but it still seems to switch companies after a while. This is working much better