Settings and activity
13 results found
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25 votes
Mike Johnston
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10 votesMike Johnston
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27 votesMike Johnston
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770 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.
Mike Johnston
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366 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Mike Johnston
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448 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
An error occurred while saving the comment Mike Johnston
commented
I'm speculating here (as there has been no transparency) - this is what's happened and what we're not being told. First off, and what's pretty clear, is Xero product team has screwed this up majorly.
Auto-save aside, it seems to have taken their product team 3 years to build new invoicing (were there 3 or 4 failed cut-overs? How many "new features" were added to new invoicing which were available back in 2011?). Considering it took original Dury-led team 5 years to take the whole product to market, 3 to re-write just invoicing...
Part of this stuff-up (I am again speculating) may have been Xero product owners/developers having the idea Auto-save would be good, assumed everyone would like it, and didn't check widely with users. They probably got so excited in their echo-chamber they never considered making it optional, like MSExcel/Word and other products we use daily.
As “everyone would want it”, the biggest mistake of all - Autosave (speculating again) is buried deep into the very foundation of the Invoicing code (which is why it saves every key-stroke with no undo).
It cannot be fixed or even modified, without building the code from the ground up again - which took 3 years to do last time.
I am guessing that, behind the scenes, Xero Product Team are really thinking not that they don't want to fix this, but they can't afford to because it would take a rebuild from bottom up, some careers ending, and cost millions. Do the Board and Exec Team even know?
They’re hoping it all settles down, and we move on - either figuratively or literally. And possibly, if this is all true, they don't have any option.
That’s what I think. I might be incorrect, but don’t see (or hear) any other explanation for why this fix has been rejected.
An error occurred while saving the comment Mike Johnston
commented
Sharing this as it might help others frustrated with invoice auto-save (isn't everyone?).
I'm not sure if this is working in every situation but I am now avoiding auto-save by not entering a contact until the last step of invoice creation. most of our invoices are copies of previous month's so I delete the contact out as part of the copying process. Seems to be working much better and faster this way, just entering the contact as the last step before approval/saving.
Here's hoping Xero kills autosave ASAPAn error occurred while saving the comment Mike Johnston
commented
Have customers complaining that some invoices are doubled-up this month. One could claim user error, but it shouldn't be this easy for my team to make mistakes. The real cause... autosave creating copies of previous month's invoices, which someone then sent in the end of the month rush. One has been voided as it was clearly an error, creating more problems, which wouldn't have happened if a) autosave had been off and/or b) the classic had stayed on overnight. Now talking to my accountant about moving our 4 businesses off Xero - March/April would be the best timing after all.
An error occurred while saving the comment Mike Johnston
commented
Surely this auto-save bug/oversight in new invoicing is going to be fixed before 27-Feb??!!??
I had assumed the outright hatred of this was the reason new invoicing was delayed from Dec 2024, but didn't see it mentioned in an update email today...
Every time I copy an invoice without changing to classic first it causes issues and drives me crazy with lost time having to re-draft again.
An error occurred while saving the comment Mike Johnston
commented
I have just read the comments re auto-save for quotes and agree with them - for quotes. Quotes are complicated and take a lot more time to put together - often spread over hours of consideration (what will my competitors quote, what's the customer's budget, what are the costs etc).
As anyone who has worked in a SB one would know, small businesses work very different with quotes than they do with invoices.
Invoicing is quite different, often copied from a a quote (hence double ups, thanks to the auto save functioning), take less time and if not copied from a quote, they are most often for us either repeat invoices or copy from last month's invoice with minor changes to text. Often a different person is doing the quotes versus invoicing at the completion of work or for a step payment invoice.
Invoicing and quoting are very different scenarios.
An error occurred while saving the comment Mike Johnston
commented
Any chance this will be fixed (ie a no autosave option) before it's forced on us in 20 days' time.
Doing end of month invoicing now and autosave is frustrating & screwing things up. Resorting to Classic for October but November...?Mike Johnston
supported this idea
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An error occurred while saving the comment Mike Johnston
commented
So many unwanted blank or half invoices are being created and throwing off the invoice numbering - need to either be able to turn this off or have it not save when exiting.
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18 votesMike Johnston
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An error occurred while saving the comment Mike Johnston
commented
Agree - yet another backward redesign.
Good to see the fundamental alphabetical order oversight has been addressed, so maybe someone is listening here...
Add to these 'needs improvements'
1/ bring back the default earnings rate - don't need to scroll done the list for every employee to get to 'ordinary earnings'
2/ Now takes 3 clicks with the mouse to over-write the 0:00 for each entry - used to be one click in the box. Getting RSI here...
3/ The display is only 1 week, so invariably entering for the current week instead of last week and then
4/ can no longer delete a draft timesheet, leading to oversight the following week and then having to back-out a pay run to readdress.
5/ too big on the screen, using a lot of white space = a lot of eye movement strain flicking left/right/left to capture all the days of the week and total
6/ pointless pop-up to approve your approve
7 still cannot enter more than one employee's timesheet at once - basic feature to enter the whole team at once on one page is still missing -
42 votes
An error occurred while saving the comment Mike Johnston
commented
Agree - need to be able to edit the invoice email like we used to. Business clients do not want due date, amount on it and we don't want our logo on it (but need it on the invoice as we have a different trading name than business name).
If we untick include logo from the invoice settings, we lose it from the email (good) but also from the invoice (bad). Editing email templates has no access to the unwanted top - bring back email editing
Logo is looking like attached when delivered and then gets distorted when forwarded. Need to be able to edit all of the email as we could. -
11 votes
An error occurred while saving the comment Mike Johnston
commented
Agree - need to be able to edit the invoice email like we used to. Business clients do not want due date or amount on it, and we don't want our Logo on it (but need it on the invoice as we have a different trading name than business name).
Logo is looking like attached when delivered and then gets distorted when forwarded. Need to be able to edit all of the email as we could.Mike Johnston
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10 votesMike Johnston
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An error occurred while saving the comment Mike Johnston
commented
There must be another request for this somewhere as I voted for this several years ago...
Please add this - every invoice that we email we have to copy the subtotal from the invoice and paste it into the email followed by the text "+GST" (used to have this text as standard until forgetting the copy-and-paste led to complaints). We do this as customers have an ex-GST in their expectations and react badly when they get the standard GST-included email.
New invoicing emailing makes it easier, as can review the invoice to get the subtotal, but it's still extra work, something to remember and an opportunity for errors. How difficult is it to add an email placeholder from an invoice field? -
3 votesMike Johnston
shared this idea
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573 votes
Hey everyone 👋thanks so much for your ongoing feedback and commitment to supporting this idea.
We understand the need for a straightforward process to download all payslips at once, particularly for WorkCover claims or employee requests where multiple payslips are required. We’re excited to let you know that our product team is now actively working on a solution to allow bulk downloading of payslips.
In the meantime, you can use the Payroll Activity Details report to get a detailed breakdown of each payslip. It's also worth noting that employees can access and download their own payslips directly through the Xero Me portal.
We'll keep you updated on our progress right here. 🙂
Mike Johnston
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943 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
Mike Johnston
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This bug fix request is further outlined in community discussions, but doesn't appear to be raised as a feature request / fix.
Xero has started pre-filling the price field (after the quantity field) with 0.00, which remains (not over-written), such that entering the price comes after the 0.00 (eg entering 50.00 becomes 0.0050 - then have to either swipe over the price or click into it x5 and re-enter.
Used to be able to <tab> enter <tab> enter <tab> etc, now have to use mouse which is slow and/or errors
https://central.xero.com/s/question/0D5Uv00000cXyGDKA0/automatic-filling-in-the-price-000-on-invoices-and-quotes?fromEmail=1&s1oid=00Do0000000biwC&s1nid=0DB1N0000008Yml&s1uid=0051N000006wzhv&s1ext=0&emkind=chatterCommentNotification&emtm=1754953211226