Settings and activity
7 results found
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108 votes
Thanks for the on-going support in this idea, everyone. We're pleased to share that work in inventory and purchase orders is moving along well.
As noted in our last update, work for negative inventory is in progress, and our team are looking at how this flow works through to sales invoices for backorders. We'll share more as soon as there's news.
Lydia Ryabtseva
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10 votesLydia Ryabtseva
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61 votes
An error occurred while saving the comment Lydia Ryabtseva
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422 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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An error occurred while saving the comment Lydia Ryabtseva
commented
The APPROVE only options is used 90% of the time in our business.
Lydia Ryabtseva
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114 votes
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
An error occurred while saving the comment Lydia Ryabtseva
commented
In our hotel business we often get situations when a customer pays for an invoice but later the booking gets cancelled and a refund is applied. If the invoice is already marked as paid, the only way to to create a completely a new credit note and manually copy all the details of the invoice. When the invoice contains a lot of information, this becomes combersome. Having an option to copy the invoice to a credit note would come very handy. Thank you.
Lydia Ryabtseva
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14 votes
An error occurred while saving the comment Lydia Ryabtseva
commented
It would be great to have smiliar "Copy To" options menu on Bills as there are on Invoices. Bills then coupd be copied to to Purchase Orders (we can copy PO to Bills but not the other way around) or an Invoice to Bill a customer for the purchased items.
Lydia Ryabtseva
supported this idea
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29 votes
Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
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Lydia Ryabtseva
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Please create the ability to search and filter transactions within the Cash Coding screen! At this stage it only supports sorting by column, but that’s not enough when managing high-volume feeds (say, 2,000+ lines).
Particularly problematic is the way credit card feeds dump the full statement description into the Payee field. For example:
“DEBIT CARD PURCHASE ACCOR* IBIS SYDNEY AIR SYDNEY AUS.”
This makes manual sorting and selecting a real time-sink because the Payee field ends up cluttered with long, inconsistent strings.
What would be great to have:
- A search box for keywords in Payee or Description (e.g., “Accor,” “Countdown”).
- Filters by Contact, Amount range, Date, and Account code.
- Allow multi-select of filtered results for efficient bulk coding.
These capabilities would transform Cash Coding into a genuinely efficient tool - especially for small businesses managing multiple feeds from credit cards and high-volume accounts.
Thank you!