Settings and activity
20 results found
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9 votes
Hoi team, we do appreciate hearing your feedback on the new Purchase orders experience. In order for our product teams to get a good understanding of the direct changes that our customers would like to see, as well as help others in community understand what they've voting for we ask that each idea be created as a separate post. I've updated the title of the idea here to reflect the first point that Carl noted around the centring of the product line. We welcome you to each create a new idea for each change you'd like to see.
Jonathan Loake
supported this idea
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10 votes
Hi team, thanks for sharing with us in Product ideas.
We appreciate hearing this and I'd like to provide some clarity that may help with the points that have been raised.
- Only products and services that have selected that you purchase that item will show the item code when copied from a Sales invoice to PO - It may be worth double checking your inventory to see if you need to make any updates to check this option.
- Within the PO you'll want to make sure the Attention to for the contact has been entered in the Contact address details. You can click on the contact name to edit then select to edit the full address details where you can update and save this information.
- Once a PO has been approved, you'll be able to click the 3 dot menu and Edit which will open the Delivery address field where…
Jonathan Loake
supported this idea
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10 votes
Hi Maria, really appreciate your feedback on the new PO experience here. To make sure others in community understand what they're adding their support for it's best for each post to be about a single idea for a feature - I've updated the title of your idea here to reflect your second point around supplier default application. This is something our product team are looking into atm and I'll keep you updated here.
In relation to the editing of a delivery address - once a PO has been approved you can click the 3 dots in the top right to Edit which will open the PO so you can edit the address.
I have made sure all your feedback here is shared with the team however in order for us to track and jeep community updates we request that you start new ideas for the other points you've shared.
Jonathan Loake
supported this idea
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12 votes
Appreciate the feedback and understanding how you preferred the formatting of your delivery address before, Julie. While we don't have immediate plans for changing this we'll start to get a sense of the interest through your idea.
Our product team are watching the feedback around this closely and I'll be sure to share if there are any updates planned.
In terms of the name of the client - this will be driven by the name entered in the Attention to field of the Contact. Within the po you can click on the Contact name to Edit, if you select the 'Edit all address fields' option this will expand the fields so you can edit or add a client name in the Attention to.
An error occurred while saving the comment An error occurred while saving the comment Jonathan Loake
commented
Kelly, within the purchase order screen I can only see "edit all address fields" on the supplier contact. I see no way of editing the address of the delivery contact?
The name in the attention to field is the contact name of the person on site to contact for delivery, we still need the company name to be pulled through, I can't believe this is intended behaviour, I assumed it was a bug!
Jonathan Loake
supported this idea
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14 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Jonathan Loake
supported this idea
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13 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Jonathan Loake
supported this idea
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487 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
Jonathan Loake
supported this idea
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5 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Jonathan Loake
shared this idea
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170 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
An error occurred while saving the comment Jonathan Loake
commented
The request for multiple delivery addresses per contact is over a decade old. Don't expect quick action from Xero. The maddening thing is that this used to be possible in classic invoicing, and it is still possible in new quotes, so why not here!
An error occurred while saving the comment Jonathan Loake
commented
It's baffling that new quotes has a copy to purchase order option but new invoicing doesn't. They've made the code to drag things from the sales side to the purchase side but haven't implimented it in the amazing new invoicing, which we were told would make it easier for them to add new things.
We're still waiting for them to add the old things!
I just asked Jax to copy an invoice to purchase order and it couldn't do it, has anyone found a use for Jax yet? Every time I try it, it either can't do it, or does such a poor job I end up doing it again myself from scratch.
Stop shoehorning in AI where it doen't belong and fix the broken mess that is new invoicing!
Jonathan Loake
supported this idea
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330 votes
Thanks for your feedback on the new homepage here. We appreciate what works well and not so well for our customers with the new experience. Our product team have been taking this all onboard as they continue to plan their roadmaps. Since initially released in beta, they've made some changes to the 'Cash in and out' and 'Chart of accounts' widgets so when customising your view you'll now have the options to 'Make larger' or 'Make smaller'.
Right now, they're also considering sizing of other widgets and your contributions in this idea are super useful to their exploration of this. I'll be sure to share any further updates of the sizing of widgets with you all here.
Jonathan Loake
supported this idea
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79 votes
Hi team, work for negative inventory is well in development and we really value all of your inputs here as we've picked into how we solve the needs of backorders in both the purchase and sales flows.
We look forward to being able to share more updates soon with detail of how this works within your Xero organisation. Thanks!
Jonathan Loake
supported this idea
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15 votes
Appreciate your feedback on this here, everyone. This has been shared with our product team.
They did thoroughly consider how and where this prompt was shown in the product, and I want to be open that we don't have any plans for enabling the ability to hide the Make Payments option from this screen.
Jonathan Loake
supported this idea
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462 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
Jonathan Loake
supported this idea
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92 votes
Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
An error occurred while saving the comment Jonathan Loake
commented
A big thanks to Olga who brought this idea to my attention via the new invoicing disaster discussion. The blank character input is a genius idea, thank you Ben. I've found the keyboard shortcut to it on windows:
Hold alt, then type 0173, release alt.
This is very handy for me as I'm always using alt+0176 to produce the ° symbol in my work. Remembering alt+0173 will be easy!
I wish the people working at Xero has half the initiative of Olga or Ben, then we wouldn't be in this mess!
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110 votes
Hi everyone, we wanted to return and give you an update here. As mentioned in our last post - we want to be forth right that we don't have any plans to remove 'Powered by Xero' from emails sent from Xero, with intentional purpose and based on findings from interactions we can see having true benefit to customers in getting paid faster.
That said, we appreciate the feedback we've received and have made changes since this was initially raised to reduce the size of the footer where this is shown and have removed the hyperlink to xero.com. We will continue to develop the invoice email to continue to drive improvements for our customers and the ways you receive payments.
An error occurred while saving the comment Jonathan Loake
commented
I am also manually downloading the pdf and sending it via our own mail client to avoid the Xero branding. The Xero branded emails makes it look like I'm using a free software solution to cut costs. It's not a good look.
An error occurred while saving the comment Jonathan Loake
commented
I've been sending emails manually since the start of the year to avoid advertising Xero to my customers. Today I sent a test invoice to myself through Xero to see if anything had changed for the better.
Nope.
My logo is now microscopic at the top, and there are 2 massive view online buttons, and a pay online link which divert attention from my bank details (which would be my preferred method of payment, no card fees!)
Looks like I'll continue to be manually sending emails with attachments for the foreseeable.
Every change for the worse, every price increase, pushes me closer to abandoning Xero. That would be such a shame as it was so good a couple of years ago!
An error occurred while saving the comment Jonathan Loake
commented
Well played Xero. You've "added legitimacy" to spam emails lmao.
An error occurred while saving the comment Jonathan Loake
commented
And what metric did you use do decide that 'engagement' increased? What do you call 'engagement'?
Do you have data to show that fewer people are using Xero to send invoices because I am now doing it manually until I can switch to another platform.
An error occurred while saving the comment Jonathan Loake
commented
I was too late raising this with support, I've received this:
"The 'Powered by Xero' footer on emails was previously released as a trial so some customer could opt out.
However, this has now been fully released to all organisations so it is not currently possible to remove it.
We recommend voting and adding your thoughts to our products ideas page. This is where our product team review your ideas for possible future features in Xero."
They've made it live and permanent despite all the feedback here. This isn't the first time they've ignored their customer's feedback on unnecessary changes. I doubt it will be the last.
An error occurred while saving the comment Jonathan Loake
commented
I'm now downloading the PDF and sending it as an attachment via the normal email. Everything is taking longer to do, which is par for the course these days with these wonderful updates they keep forcing on us.
Jonathan Loake
supported this idea
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An error occurred while saving the comment Jonathan Loake
commented
I didn't agree to give free advertising for Xero. You can keep the logo in the emails if I can get 50% off the monthly subscription.
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1,352 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
An error occurred while saving the comment Jonathan Loake
commented
Although this idea thread goes back to 2022, multiple delivery addresses is something which has been asked for now for over a decade.
You are all shouting into the void, Xero is now in the part of the product cycle where they are removing features, not adding them.
An error occurred while saving the comment Jonathan Loake
commented
@Martin you'll find many standard features missing in Xero vs Sage, multiple addresses is one whichever has been requested for over 10 years.
You'd be better off sticking with Sage.
Jonathan Loake
supported this idea
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109 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.
An error occurred while saving the comment Jonathan Loake
commented
I put this in one of the general new invoicing moan topics, but I'll also put it here as it is relevant. You could code a toggle to switch between currency and discount, see the attached example. You can have this idea for free.
As you keep saying that the new invoicing platform allows you to more easily add new features going forward this shouldn't take long to implement.
Unless you've been lying about the new invoicing platform...
Jonathan Loake
supported this idea
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104 votes
Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Remember, you can keep switching between the two products between now and September. Thanks
An error occurred while saving the comment Jonathan Loake
commented
If 3 out of every 10 people told me my product wasn't good I'd be horrified. I certainly wouldn't be patting myself on the back for a job well done.
Jonathan Loake
supported this idea
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15 votes
An error occurred while saving the comment Jonathan Loake
commented
It's like they're actively looking for things which work well in order to ruin in it for everyone. I'm used to every new xero update to be worse than what came before it, but now they've managed to get their incompetent hands on stripe!
Did you like having everything all on one Stripe account? Of course you did, it is the simplest solution. Who is it benefiting now having to look for transactions on 2 different accounts?
Xero will probably do a drive-by gaslighting reply assuring us that the change is now somehow faster and more secure.
Jonathan Loake
supported this idea
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109 votes
Hi team, thank you for the input from you all that helped with our team's research.
Over the coming months we'll be delivering a new purchase orders experience, that'll provide the ground work for new features like the ability to create part bills from a Purchase order.
We understand the appetite from our community in this and will be sure to keep you looped in on progress. 🙂
Jonathan Loake
supported this idea
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Following on from my previous comment with screenshots, not having the company name pull through on the address field is a big issue. Some companies exist in the same building as others (Xero uk for example) "same address different companies" attachment.
Then you say that we need to put the company name in the attention to field? "address comes out like this" attachment shows how that looks. Does that look right to you? Is that what your designers were going for?