Settings and activity
166 results found
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96 votes
Anura Ranasinghe
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17 votesAnura Ranasinghe
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11 votes
Hi team, appreciate the interest and clarification that we've received through this idea fro customers.
Right now adding additional placeholders to email templates isn't in our short term plans but we're continuing to follow the interest of this here.
For the time being I know not the 'set and forget' solution you're after here - you can edit the default email to add the Contact Account Number before sending the invoice.
We'll share if there are any updates for you here.
Anura Ranasinghe
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72 votes
An error occurred while saving the comment Anura Ranasinghe
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164 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
An error occurred while saving the comment Anura Ranasinghe
commented
Can you do the other way, Add link to customer invoices from standard customer statement?
Anura Ranasinghe
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126 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.
Anura Ranasinghe
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346 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Anura Ranasinghe
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745 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Anura Ranasinghe
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647 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
An error occurred while saving the comment Anura Ranasinghe
commented
This is a very useful feature
Anura Ranasinghe
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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
559 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…
Anura Ranasinghe
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80 votesAnura Ranasinghe
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67 votesAnura Ranasinghe
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6 votesAnura Ranasinghe
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30 votesAnura Ranasinghe
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32 votesAnura Ranasinghe
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150 votes
Hi team, pleased to share another update as progress moves along in this space.
We'd now doing some early testing of the teams concepts for being able to bundle inventory in Xero.
With the high interest for this in the idea, we'd like to offer the opportunity to be involved in the process - If you'd be willing to give some of your time to share back with the team, we'd love you to fill in this short questionnaire ✍️
While this will be limited to a small group, we'll keep you updated on the outcomes, here. Thanks!
Anura Ranasinghe
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13 votesAnura Ranasinghe
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120 votes
Hi everyone, thank you for all your valuable insights of how we could improve Xero inventory to suit your business.
Atm, we don't have direct plans for providing capability to track assembly inventory within Xero, however our product team are doing some early testing of concepts for being able to bundle inventory in Xero.
Quite related to your interests here, we wanted to provide you the opportunity to be a part of this,
If you'd be interested in giving some time to share back with our team on their concepts please answer a few questions through our form here.✍️
This will be a limited pool, however we'll be back to share outcomes of this work with you all here.
Anura Ranasinghe
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997 votes
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
Anura Ranasinghe
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49 votesAnura Ranasinghe
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DEvelop this as general and publish