Settings and activity
80 results found
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286 votes
Thank you for your on-going input and attention to the idea here, everyone.
We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.
I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.
For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.
Anastasiia Dorodnaia
supported this idea
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351 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
Anastasiia Dorodnaia
supported this idea
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An error occurred while saving the comment -
New 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
423 votesThanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…An error occurred while saving the comment Anastasiia Dorodnaia
commented
I am in the same position as Janet. We need site, partner, address, and client data on each invoice, and this does not require financial data to be entered. I've tried very hard to switch our procedure to "new invoicing," but it is so time-consuming and lacks basic required functionality that we have to revert to "Classic invoicing" every time. I am horrified that there are less than two months left before Classic invoicing is retired on Xero, and we will be left with only these ugly, dysfunctional "improvements."
Anastasiia Dorodnaia
supported this idea
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72 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
It is essential to be able to set up and send recurring invoices as e-invoices. This will save a huge amount of time, especially considering that Xero is going to retain the ability to send invoices through Xero-to-Xero connection. I am surprised that it is not available yet.
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46 votes
Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Absolutely necessary!! and ability to copy Bill to invoice as well! It would really be a time saver. I do not understand why Xero is so resistant to introduce this function!
An error occurred while saving the comment Anastasiia Dorodnaia
commented
absolytly nessesary. I do not understand why Xero so resist to this functionality?
Anastasiia Dorodnaia
supported this idea
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127 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
An error occurred while saving the comment Anastasiia Dorodnaia
commented
We use it every time! Our purchase order is aligned with the corresponding invoice, and we track which PO is related to which invoice through the history and notes on the invoice/PO. Please add this functionality; it is absolutely necessary!
Anastasiia Dorodnaia
supported this idea
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741 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
An error occurred while saving the comment Anastasiia Dorodnaia
commented
I absolutely agree that the new invoicing is a step backwards! I've just started to use it – never bothered to do it before – and I find the new invoicing ugly and clumsy. It seems obviously designed and created by someone who never used it :(
Additional issues include:
1. Too many clicks to email. It is better to have the "Email" button available first than "Add payment". We email every invoice, but only a few invoices require added payments manually. Most invoice payments are reconciled from the bank account. It is waste of our time and space on window.
2. Downloading PDFs: Why does it need to be opened in a browser first? I want to download it, not look at it.
3. Adding a contact when copying the invoice: Why is it not copying?
4. Attaching a file: Why do I have to save the invoice before attaching the file?
5. No Xero-to-Xero sending available.
6. No "Unicorn" fun available :(Please do not retire the "Old invoicing". It is very rude to do to Xero users.
Anastasiia Dorodnaia
supported this idea
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338 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
Anastasiia Dorodnaia
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102 votesAnastasiia Dorodnaia
supported this idea
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430 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Anastasiia Dorodnaia
supported this idea
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106 votes
Hi everyone, we thoroughly appreciate all the feedback we've heard from our customers on their use of the Xero network and the importance this is for helping you move efficiently when using new invoicing. Where possible we highly encourage setting up and using eInvoicing as a solution which is wider reaching than just those businesses on Xero, and has more functionality.
In it's current state you can continue to send invoices using the Xero Network from the Awaiting payments list. That said, we've been listening closely and our product team are now considering development to incorporate sending invoices from Xero to Xero within new invoicing, as well as developing on this feature to enable attachments to be included when sending. We'll shift the idea to Under review for now and I'll share as there is more progression of this to update you on.
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Hi. We require Xero-to-Xero invoicing for intercompany transactions. The proposed e-invoicing solution is not suitable for us because some of our Xero companies are part of the same legal entity, such as trust funds. They are not separate entities, making it impossible to register them individually for e-invoicing.
While I understand that Xero may not want to develop the Xero-to-Xero function, why completely remove it from the new invoicing system? I agree with the previous comments that the new invoicing system is unattractive and malfunctioning. Personally, I am concerned about the upcoming retirement of the old version in September. It's disheartening to witness a once elegantly designed accounting software now comprised of unappealing and unnecessary modules.
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24 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.
…
An error occurred while saving the comment Anastasiia Dorodnaia
commented
@Leanne Aldridge Because our business model involves receiving bills from suppliers first and then invoicing our clients (not the other way around), it becomes cumbersome to remember the order or duplicate efforts by copying and pasting. It seems logical to have a simple feature in Xero that allows copying a bill to an invoice, just as it is possible to copy an invoice to a bill. Perhaps it would be beneficial to inquire with Xero about the lack of this functionality and explore the possibility of its implementation then ask me.
An error occurred while saving the comment Anastasiia Dorodnaia
commented
HI,
The billable expenses do not solve the problem! It is frustrated why we can copy invoice to bill but can't copy bill to invoice. What is rational behind such limited functionality? It is common when we reinvoice the customer for the bill paid. It would save us (users) time to do it straight away and not to looking way around or manually retype/copy-passed information.Anastasiia Dorodnaia
supported this idea
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223 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
It would significantly reduce administrative time if bulk import/export functionality were available for repeating invoices, similar to what is already in place for 'normal' invoices. Why can't this be extended to repeating ones?
Anastasiia Dorodnaia
supported this idea
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324 votes
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
An error occurred while saving the comment Anastasiia Dorodnaia
commented
It would be amazing to have it.
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20 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
It would also be beneficial to have the option to set up a statement template instead of using the default invoice template or manually choosing a personalized statement template every time when sending an email or printing a statement (this process is time-consuming). It is unusual that statements do not have their own dedicated templates and defaulted to Invoice one.
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38 votes
See where you're coming from and thanks for the confirmation, Malcolm (I've just slightly adjusted the title here 🙂)
This isn't something we have planned at present but will get a sense of the appetite here and let you know if there's any change.
Anastasiia Dorodnaia
supported this idea
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131 votes
Appreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
Anastasiia Dorodnaia
supported this idea
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93 votes
We appreciate the support in being able to combine multiple expenses, here.
At present, this isn't something we have planned, but we'll continue to keep a pulse on the interest for this here.
Currently, from the web there is an option to 'Approve all' expenses for a single employee. 🙂
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Currently Xero does not allow to reconcile single Expense clime line to multiple bank spending lines. You could do "split" to invoices reconciliation, but Xero does not allow it to Expense claim. You need to work way around it to do it simple reconciliation through Decline Expenses and add it by to lines and so on... Could you, Xero, please, add "Split" function to Expenses reconciliation.
Anastasiia Dorodnaia
supported this idea
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538 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Anastasiia Dorodnaia
supported this idea
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836 votesAnastasiia Dorodnaia
supported this idea
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definitely want to have