Settings and activity
8 results found
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447 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
An error occurred while saving the comment 
Clare Tayler
supported this idea
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453 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 Clare Tayler
commented
Utter Madness. The only other software I know that has autosave is the Google docs suite, but at least you have the ability to return to saved point, there is no such thing in Xero. All mistakes are autosaved and there is no means of returning to the correct version. - Awful Software Design!
An error occurred while saving the comment Clare Tayler
commented
Xero Support just advised me to switch back to Classic Invoicing!!! I Just found yet another thing in New Invoicing that doesn't work properly - Unbelievable!
Beware some of the placeholders in New Invoicing do not work. I've been sending out Jan invoices, but the message header says 'Feb invoice' - because it is rubbish!
I think the fact that people are resorting to swearing, expresses the level of frustration of being moved to a totally inadequate and time consuming alternative. I am really trying to give New Invoicing a go, but every time I do, it fails. I hate autosave, not only is it better to manually save when you're done, but also it's quicker. I have to actually wait for the autosave to kick in before I 'print' the invoice, or it misses the last thing I entered - utterly ridiculous & timewasting.
I also signed up to the research panel, but no-one has bothered to ask my opinion - just a PR exercise I expect, sadly.Clare Tayler
supported this idea
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12 votes
An error occurred while saving the comment Clare Tayler
commented
This used to work in Classic Invoicing, but no longer does.
In our email template for sending out Invoices the email subject reads:
"RE: [Reference] - [Month] Invoice [Invoice Number] from [Company Name]"In 'Classic Invoicing' this placeholder picked up the month of the invoice date, so if I emailed a Feb invoice on 1st March, it would say 'February Invoice'. This has been lost with Classic Invoicing, and now says it is a March Invoice instead. We are by far the only company to send month end invoices out after the invoice date - incredibly frustrating that this is another backwards step. Please update ASAP.
Clare Tayler
supported this idea
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472 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 Clare Tayler
commented
Xero Support just advised me to switch back to Classic Invoicing!!! I Just found yet another thing in New Invoicing that doesn't work properly - Unbelievable!
Beware some of the placeholders in New Invoicing do not work. I've been sending out Jan invoices, but the message header says 'Feb invoice' - because it is rubbish!
I think the fact that people are resorting to swearing, expresses the level of frustration of being moved to a totally inadequate and time consuming alternative. I am really trying to give New Invoicing a go, but every time I do, it fails. I hate autosave, not only is it better to manually save when you're done, but also it's quicker. I have to actually wait for the autosave to kick in before I 'print' the invoice, or it misses the last thing I entered - utterly ridiculous & timewasting.
I also signed up to the research panel, but no-one has bothered to ask my opinion - just a PR exercise I expect, sadly. -
9 votesClare Tayler
shared this idea
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101 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 Clare Tayler
commented
Wow! Basically you need to make new invoicing more like classic invoicing but using the new technology, and not tell your users you think they are inflexible "We know that learning new product features can be a challenge when you have established ways of working"- frankly rude!
I hope you use practicing accountants to test it this this time.Clare Tayler
supported this idea
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70 votes
An error occurred while saving the comment Clare Tayler
commented
Please can you have a 'known as' box in the employee name details. So many people don't use their given first name day to day. E.g. workers from other countries, (e.g. China, Hong Kong, (who often choose to use an anglicised name), and others that use a shortened version of their name which does not begin with the same letter as their first name, (e.g. Catherine & Kate, Rebecca & Becky), or those who go by their second name.
Basically, this simple addition would save so much time searching for people in payroll, where the user basically has to know and remember to look for the individuals official names (which have to be used for HMRC purposes) in the employee list.
Not having this feature could easily lead to errors in adjusting the wrong (but similarly surnamed) employee.Clare Tayler
supported this idea
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35 votes
An error occurred while saving the comment Clare Tayler
commented
Yes please! I have to change the order every time I go into an account this way, as who really wants to look at transactions from years ago! If I'm looking at the account it's because I'm looking for recent transactions. Please can you change the default to be recent transactions first, it would be much more intuitive and save lots of time and frustration! Thank You!
Clare Tayler
supported this idea
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Yes, we really do need to be able to secure the nominal ledger & bank accounts, & have some restricted 'files' access too.
I can only assume that Xero actively want anyone with more than 1 accounts person to go elsewhere!