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  1. New Invoicing - Keep the previous Contact when using Copy

    241 votes

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    43 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

    Julia Williams supported this idea  · 

  2. Bank Transaction - Rename "Overpayment" to "Payment on account"

    13 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Julia Williams supported this idea  · 
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    Julia Williams commented  · 

    I wish the term overpayment would be renamed. When clients see overpayments it looks like I have made mistakes when it is not the case. It is usually called payment on account on other systems.

  3. Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'

    75 votes

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    submitted  ·  40 comments  ·  For small businesses » Business features  ·  Admin →
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    Julia Williams commented  · 

    It would be really useful to add this to the dashboard.
    My client keeps thinking he has more money available than he has.
    The report for this is not very helpful as it has duplicate lines that have to be removed before sending to client.

    Julia Williams supported this idea  ·