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  1. Petition for Xero Executives Regarding Alleged "Improvements"

    95 votes

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    140 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

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    Debbie Sermon commented  · 

    New Invoicing! GRRRR
    Just made the switch and you can no longer attach documents from xero files - what an utter, utter, backward step!
    My clients upload supporting paperwork to files for me to attach to the records in xero - so Im supposed to download it to my laptop and then upload via drop and drag?
    Also if I go into files and pick option to add to new invoice - it doesnt work either (not that I like this method as it leaves the document in files rather than clearing it out of there).
    It was bad enough when we lost the ability to add documents (contracts, bank statments etc) to contact records from files but this is now becoming unworkable software where every update is a backwards step.
    Xero you are ruining your own product.

  2. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    712 votes

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    193 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

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    Debbie Sermon commented  · 

    Fundamental functionality that is lacking. Should be a priority over new reports no one likes

    Debbie Sermon supported this idea  ·