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179 votes
Hi everyone, apologies for the gap since our last update.
We appreciate your ongoing feedback and additional detail that’s been shared in this thread.
A dedicated units-of-measure field for line items isn't something we've committed to building as a standalone feature, though it's one we're actively considering as part of a wider look at extending invoice documents to better serve our customers.
For now, connected apps in the Xero App Store remain an immediate option to meet needs expressed. We'll post an update here as this broader work develops.
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Admin Operator
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HELLO - IS there any one Home at Xero as no ONE is Listening !!
An error occurred while saving the comment Admin Operator
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Why does it take so long to get any changes with xero? this is an essential
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32 votesAdmin Operator
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168 votesAdmin Operator
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14 votesAdmin Operator
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153 votes
Hi everyone, thanks for continuing to raise your needs in proforma invoicing with us here.
Atm, deposits can only be taken against approved invoices(powered by Stripe), and taking payment against quotes or draft invoices isn’t supported at this point.
We understand that pre-invoice and proforma-style workflows matter for some businesses, especially where payment needs to be secured before the final invoice is raised.
Earlier-stage deposit workflows is something we’re considering for the direction in this space, and we’ll share more here if that progresses further.
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485 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
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32 votes
An error occurred while saving the comment Admin Operator
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How Annoying & Time consuming is this for Bills & Invoices with payments applied having to remove the payment !!!!! What I have noticed is we are all wasting our breath posting thing that are ESSENTIAL, day after day, minute after minute - Units of measures, 30 60 90days etc - all Basic requirement - no customer service you can phone - "Building Beautiful" how about just Building the BASICS ?
Admin Operator
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82 votes
Hi community, happy to provide an update to you all here. As some may have already started using - we've introduced our invoice template editor which is currently available to all NZ, AU, UK and US organisations and soon to be with all other regions.
Along with a slicker, smoother experience being able to customise and personalise the look of your invoices this new standard branding option has no restrictions on logo resolution or size. Find out more about this feature on Xero Central.
I'll be back to confirm once this has been release to remaining regions!
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67 votes
Hi community, circling back on this idea we want to be upfront that we don’t have plans in the near term to add Description as a column in the Invoice list.
That said, we really appreciate everyone who shared their use cases, and our new JAX tool may help with many of these needs.
With JAX, you can ask questions about your invoices, such as:
- “Show me invoices from the last 30 days that include <product or description>”
- “Summarise my last 20 invoices in a table, including a summary of the product and/or description for each line item”
While we’re not planning to add this field directly to the Invoice list, I’d really encourage you to give JAX a try and see whether it helps achieve what you need here. Thanks
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253 votes
Hi community, thanks for sharing the challenges you face around deleting invoices.
Right now in Xero, invoices with a Draft status can be deleted in bulk from the list view - simply select the invoices and you’ll see an option to Delete at the top of the list.
We understand that for many in the thread here you’re referring to the ability to bulk remove invoices that have an approved status(bulk void) and I have just updated the title of this idea to better reflect this.
This isn’t a feature we have planned at this stage, but maybe something we explore longer term as a possible enhancement to the list view. For the time being, while not within the product for those with more technical resources there’s capability via our API that you may like to consider.
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112 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
Admin Operator
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192 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
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508 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
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33 votes
Hi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.
There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.
Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.
We appreciate the interest here but want to be honest and open with you here.
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32 votesAdmin Operator
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310 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
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188 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
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134 votes
Hi community, thanks for continuing to support this idea and share the situations where it matters most to your business.
We’re now rolling out backorders for tracked inventory, that enables you to keep selling and invoice customers even when you don’t currently have enough stock on hand.
When this becomes available in your organisation, you’ll be able to approve a sales invoice for tracked items even where there isn’t enough available quantity to fully supply it. Xero will allocate any stock that's available straight away, place the remainder on backorder, and then automatically allocate incoming stock to those outstanding backorders as inventory increases.
We’ll continue to monitor feedback as this rolls out more broadly, and I’ll return to share another update once the release is complete.
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313 votes
Hey everyone, we know it can be tricky when you're managing lots of client accounts and need a way to easily tell them apart in Xero.
Thanks for your feedback on how a visual cue, like being able to set different colours for each organisation, would help cut down on confusion and those accidental data entries.
We've seen some of you have found workarounds, like using Chrome extensions or third-party Google add-ons for customisation. It's great to see the community finding creative ways to tackle this in the interim.
Right now, adding this feature isn't in our immediate plans. This is something we'll continue to keep an eye on the support for and may reconsider in future planning. I'll share if there are any updates around this here.
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103 votesAdmin Operator
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"Building on Beautiful" how about just Building the BASICS ?
How Annoying & Time consuming is Xero - Invoice templates, UOM - qty/amount gives you the unit price, Sort and Filter to the Main reconciliation screen, the number of lines per page - scroll back to the botton to go to the next page plus for Bills & Invoices with payments applied having to remove the payment !!!!! What I have noticed is we are all wasting our breath posting thing that are ESSENTIAL, day after day, minute after minute - Units of measures, 30 60 90days etc - all Basic requirement - no customer service you can phone -