Settings and activity
5 results found
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2 votes
TJ Biddle
shared this idea
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782 votes
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
An error occurred while saving the comment -
532 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
An error occurred while saving the comment TJ Biddle
commented
I'll comment on Xero's response:
Boooooooooooooooooooooooo 👎🏻👎🏻👎🏻👎🏻👎🏻👎🏻👎🏻
An error occurred while saving the comment TJ Biddle
commented
*Custom Columns on Bills & Invoices*
Often, we'll be tracking an order in our own system under it's own number, say #1234. Currently we put this in the Reference field. However, our supplier will have their own order number as well, say "INV00123"
It would be nice to track both of these, be able to search, and be able to see them in the list view.
What I'll often do when I'm about to send a payment is select all the invoices, take the sum that Xero shows, and send a wire transfer for that. Then I'll copy/paste the text from Xero (Clean it up a bit) and email that to our supplier so they can reconcile all the bills we're attaching to that payment. Currently, they get a list of our order numbers - but then they need to reverse search and look up their own. We're already tracking this info on the description of a line-item, but this is impossible to see on the list view.
TJ Biddle
supported this idea
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103 votes
An error occurred while saving the comment TJ Biddle
commented
Lol, an 8 year old suggestion? It's literally a hyperlink. C'mon xero.
TJ Biddle
supported this idea
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13 votesTJ Biddle
supported this idea
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Please allow us to set the default one-click method. I *never* use the Xero email feature. I just want to click approve on the invoice; not "approve and email".
I don't even have emails in any of my xero contacts.