Settings and activity
1307 results found
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123 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Freya Pieroz
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5 votesFreya Pieroz
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48 votesFreya Pieroz
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3 votes
Hi team, while not a solve for an updated 'look' of the dashboard we wanted to make sure everyone on this idea was aware of some of the shortcuts that can help you get around and create transactions from many screens.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features such as bank accounts, the files library or reports. See more on these in our help article here.
Freya Pieroz
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4 votesFreya Pieroz
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7 votes
Great to have this feedback on the improvements that'll help you get the most out of using Xero especially purchase orders. As you might've seen in our news we're refreshing purchase orders in Xero and as part of this will be giving the overview screens an uplift too! 😊
Product teams have paid close attention to the ideas represented through our community and I'm pleased to share this will be something we're bringing in with the new experience. I'll keep you updated when this work rolls out to our customers.
Freya Pieroz
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24 votesFreya Pieroz
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5 votesFreya Pieroz
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9 votes
An error occurred while saving the comment Freya Pieroz
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11 votes
An error occurred while saving the comment Freya Pieroz
commented
It's amazing when talking to clients to be able to refer to line item #1, line item #2, etc - not just with quotes, but with invoices too!
Freya Pieroz
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6 votes
Rounding back on your idea here, Abigail - It'd be good to get more understanding of your business flow and why you'd be wanting to create invoices of another status. For example is here a specific reason you'd like to import invoices that have already been paid for? Could these potentially be entered as Receive monies or is there a reason they need to be raised in Xero once they've already been paid? TIA
Freya Pieroz
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56 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
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780 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.
Freya Pieroz
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127 votesFreya Pieroz
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4 votes
An error occurred while saving the comment Freya Pieroz
commented
For Xero's edification, here's the relevant page from Fair Work Australia - unpaid leave and public holidays is covered about 3/4 of the way down:
https://www.fairwork.gov.au/employment-conditions/public-holidays/not-working-on-public-holidays
Freya Pieroz
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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
536 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
Freya Pieroz
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14 votesFreya Pieroz
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18 votesFreya Pieroz
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153 votes
Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
Freya Pieroz
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19 votesFreya Pieroz
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It's important for Australian payroll too, as there's rules to follow depending on if it is or is not 'reasonable overtime', and depending on if the employee is paid sufficiently above Award rates. You can't determine if someone is working unsafely long hours if you don't record the hours they work!