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1314 results found
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5 votes
Freya Pieroz
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3 votes
Appreciate your feedback here, Helen. We already have existing idea that we've added your vote to for the first 3 points you've shared. You'll receive any updates of progress for these separately. I'll just adjust the title for your idea here to reflect your last point around the formatting of a contact name. We'll let you know if there is any change planned for this, here.
Freya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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4 votesFreya Pieroz
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3 votes
Hi Lisa, it'd be good to get a closer look at some of the invoices you've copied and merged from and to, so we can get a better look at what's going on for you here.
I've just tested creating invoices with Copy and merge from the list view using the same inventory items, however these are created as separate lines on the new draft invoice.
If you can raise a case with our team of specialists through the Contact Xero Support option at the bottom of this page, they can get more detail to investigate and confirm.
Freya Pieroz
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4 votesFreya Pieroz
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5 votes
Appreciate you sharing here, Mike. Keen to get a bit more detail on the actions that are occurring for you here. When you say you remove the invoice number and it's changing - Are you trying to save the invoice with another number that you're entered or would you be trying to save this blank?
If not already I'd recommend raising a case with our Xero Support team of specialists to take a closer look at why this may be changing for you.
Freya Pieroz
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2 votes
We released the ability to copy an invoice to a new draft invoice with new invoicing a few months back, Anna. Is there something particular about this workflow in new invoicing that doesn't work for you?
Freya Pieroz
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7 votesFreya Pieroz
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143 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
Freya Pieroz
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3 votesFreya Pieroz
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7 votes
An error occurred while saving the comment Freya Pieroz
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782 votes
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
An error occurred while saving the comment Freya Pieroz
commented
The drag and drop spot in invoicing closes when autosaving. If you wait (forever!) until it's finished saving that you clicked somewhere before starting to attach documents, the drag and drop spot is more likely to stay open.
An error occurred while saving the comment Freya Pieroz
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@Claire Barning that's just one of the many reasons the New Invoicing doesn't meet the Accessibility requirements of the Web Content Accessibility Guidelines. Anything that requires mouse usage is unusable for people who can't use a mouse (like when I had hand surgery)
Freya Pieroz
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2 votesFreya Pieroz
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5 votes
Perhaps the Receivable Invoice Summary or Detail reports would accommodate your needs here? Omitting the aging periods this report can be filtered to only show the Status and Source(Receivable Prepayment, Receivable Invoice etc.) of transactions you'd like to see.
Freya Pieroz
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51 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votes
Hi Jackie, lovely to see you engaging with community. However, I'd recommend posting this across in Xero Central as a discussion where you're likely to find more of your peers that may be able to share tips on their similar experiences and the different solutions they've found to suit their needs.
Product ideas here, is really more of a place to share and vote on changes you'd like to see within Xero to help improve your experience.
I see you've mentioned how you'd like to be able to sync Projects with your employee groups which sounds similar to the idea across here. If you'd agree I can merge your post in there so we can get a better view of the interest and if there's any updates you'll be kept in the loop. 🙂
Freya Pieroz
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@Melvyn Simonson - actually, I use YYYYMMDD all the time for file naming, because then sorting by name gets a chronological order. It's not common, but the ISO 8601 standard is YYYY-MM-DD or YYYYMMDD for international communication of date-related data, because it removes ambiguity.