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46 results found
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605 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment An error occurred while saving the comment 
Jim Morris
commented
After seeing someone's comment regarding file history, this morning, I went into the notes and history of the invoice I just created, more out of morbid curiosity than anything else.
For context, on each commission run from our Franchisor, my usual routine is just to go to the last invoice I did (for this particular purpose), copy it to a new invoice and then alter what I need, in order to create a new one.
I discovered that from the moment I created the draft, it was auto-saving each and everything I did...so now, I have 35 lines of utterly superfluous file history that don't contribute anything remotely useful to any sort of auditing history.
I knew other folks have been complaining about the history in the new system but I didn't realise it was this poxy and thought it had been fixed...maybe it has but that rollout hasn't yet made it to my business?
My god, what an absolute cesspool this is going to be for larger invoices if it's doing this level of rubbish for a small 12-line invoice...
To that end, IMO Autosave is poo. Either get rid of it or let us turn it off.
Not only does it save things that you don't need, it makes the process slower as it regularly won't register the 1st time you click into a field, or the second, or even the third. Copy and pasting data into a field is also a 50% success rate, depending on if you click correctly and Ctrl+v...
Seriously took me twice as long as it should have to make this invoice.
Setting aside the colour scheme, the spacing and font size, the controls in hidden places or just moved from where they were previously, I seriously hate "new" invoicing in its current form and capability.
Jim Morris
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78 votesJim Morris
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725 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
An error occurred while saving the comment Jim Morris
commented
Clicks to complete an invoice have increased at least 300%. Even using Tab more often to move between fields cannot solve the excessive click-fest that invoicing has become...
...and don't even get me started on the inconsistency of clicking into a field where sometimes it highlights the current data so you can overwrite and at other times doesn't or puts the cursor in the wrong place so you have to delete and start again...An error occurred while saving the comment Jim Morris
commented
Gaslighting at its finest again Xero. Seriously, we are 37 days from Classic being switched off and you are still at a stage of "we're working on it" when it comes to standard features that were in Classic and are yet to be implemented in New. This is not your finest work, to put it mildly, and it is going to cost you a lot of customers on November 20th. I just hope that the share price reflects how badly you folks have fluffed this play and your investors come asking WTAF happened....
Jim Morris
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346 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Jim Morris
commented
Nope, I hate "Approve and Email". Either make it just "Approve" or give us the option to set our own default.
An error occurred while saving the comment Jim Morris
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What happens if you find a mistake after you have approved, that you need to correct, but now the email has already been sent? Now you get to look like a moron in having to contact the customers, tell them to ignore the invoice and then correct and send another... all because Xero decided, via questionable arbitration, that it was a good idea to do 2 functions with the click of one button.
Sorry, but this is a dumb decision.
Default should be Approve.
Better yet, let us select our own defaults and not be dictated to by a majority of a minority of selected beta tester users.
An error occurred while saving the comment Jim Morris
commented
Yes, a selectable default would be fantastic as it can then cater for everyone
Jim Morris
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101 votes
Hi everyone, we appreciate the need for our customers that send invoices in foreign currency to be able to edit the exchange rate within new invoicing.
Our product team are working on this capability at present and we hope to have it with you all in the coming weeks.
An error occurred while saving the comment Jim Morris
commented
14 days and counting...Xero is gaslighting its own customers at the same time as charging them more for an inferior product. Time to get consumer affairs involved, start considering legal advice and maybe even speak to the media about this shambles...
If you haven't already seen this thread, jump on board and add your 2c to the ongoing discussion:
https://central.xero.com/s/question/0D53m00009lxGKdCAM/new-invoicing-layout?fromEmail=1
Jim Morris
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301 votes
An error occurred while saving the comment Jim Morris
commented
14 days and counting...Xero is gaslighting its own customers at the same time as charging them more for an inferior product. Time to get consumer affairs involved, start considering legal advice and maybe even speak to the media about this shambles...
If you haven't already seen this thread, jump on board and add your 2c to the ongoing discussion:
https://central.xero.com/s/question/0D53m00009lxGKdCAM/new-invoicing-layout?fromEmail=1
An error occurred while saving the comment Jim Morris
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@Olga, @Paul, in Xero's defence they didn't delete my post, I did.
It was in direct reaction to seeing what Sigmatech had posted. However, I wasn't happy with the way I had worded it and wanted to include some helpful links before reposting it to other threads for the wider community.
Nice to know that we are all looking out for one another here though, so thanks for jumping in.
An error occurred while saving the comment Jim Morris
commented
Autosave is a pain. Either get rid of it or let us turn it off. I just created a 12-line invoice and because this stupid system needs to autosave each time I enter or change data in a cell of field, I now have a file history on the invoice that is 35 lines of useless drivel. What a joke!
Not only does it save things that you don't need, it makes the process slower as it won't register the 1st time you click into a field, or the second, or event he thrid sometimes. Copy and pasting into a field is 50% success too depending on it you click in correctly and Ctrl+v...
Seriously took me twice as long as it should have to make this invoice.
I seriously hate "new" invoicing in it's current form and capability.
An error occurred while saving the comment Jim Morris
commented
I already didn't like Autosave as it causes such a slowdown in operation but now that I see it logs each and every time you change something it makes the file history utterly stupidly verbose and completely useless.
Seriously, either give us the option to turn it off or get rid of it completely. I cannot state strongly enough how dumb it is.
Jim Morris
supported this idea
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274 votes
An error occurred while saving the comment Jim Morris
commented
14 days and counting...Xero is gaslighting its own customers at the same time as charging them more for an inferior product. Time to get consumer affairs involved, start considering legal advice and maybe even speak to the media about this shambles...
If you haven't already seen this thread, jump on board and add your 2c to the ongoing discussion:
https://central.xero.com/s/question/0D53m00009lxGKdCAM/new-invoicing-layout?fromEmail=1
Jim Morris
supported this idea
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223 votes
An error occurred while saving the comment Jim Morris
commented
14 days and counting...Xero is gaslighting its own customers at the same time as charging them more for an inferior product. Time to get consumer affairs involved, start considering legal advice and maybe even speak to the media about this shambles...
If you haven't already seen this thread, jump on board and add your 2c to the ongoing discussion:
https://central.xero.com/s/question/0D53m00009lxGKdCAM/new-invoicing-layout?fromEmail=1
Jim Morris
supported this idea
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446 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
An error occurred while saving the comment Jim Morris
commented
14 days and counting...Xero is gaslighting its own customers at the same time as charging them more for an inferior product. Time to get consumer affairs involved, start considering legal advice and maybe even speak to the media about this shambles...
If you haven't already seen this thread, jump on board and add your 2c to the ongoing discussion:
https://central.xero.com/s/question/0D53m00009lxGKdCAM/new-invoicing-layout?fromEmail=1
An error occurred while saving the comment Jim Morris
commented
Yes, drag and drop is the way forward. Dropdowns and clicking buttons to find the file you already have in another window is doing it backwards
Jim Morris
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New 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
415 votesThanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…An error occurred while saving the comment Jim Morris
commented
14 days and counting...Xero is gaslighting its own customers at the same time as charging them more for an inferior product. Time to get consumer affairs involved, start considering legal advice and maybe even speak to the media about this shambles...
If you haven't already seen this thread, jump on board and add your 2c to the ongoing discussion:
https://central.xero.com/s/question/0D53m00009lxGKdCAM/new-invoicing-layout?fromEmail=1
Jim Morris
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167 votes
Hi team, thanks for your contribution and sharing with us on your use of being able to see levels of stock when invoicing. Right now, our team are developing improvements to the line item grid in new invoicing, where you enter detail of your invoices. This work also involves providing visibility of your tracked inventory stock on hand so you know how many items you have to sell.
For now we'll move to working on it and I'll keep you updated of when this is released in new invoicing.
An error occurred while saving the comment Jim Morris
commented
14 days and counting...Xero is gaslighting its own customers at the same time as charging them more for an inferior product. Time to get consumer affairs involved, start considering legal advice and maybe even speak to the media about this shambles...
If you haven't already seen this thread, jump on board and add your 2c to the ongoing discussion:
https://central.xero.com/s/question/0D53m00009lxGKdCAM/new-invoicing-layout?fromEmail=1
Jim Morris
supported this idea
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101 votes
An error occurred while saving the comment Jim Morris
commented
14 days and counting...Xero is gaslighting its own customers at the same time as charging them more for an inferior product. Time to get consumer affairs involved, start considering legal advice and maybe even speak to the media about this shambles...
If you haven't already seen this thread, jump on board and add your 2c to the ongoing discussion:
https://central.xero.com/s/question/0D53m00009lxGKdCAM/new-invoicing-layout?fromEmail=1
Jim Morris
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22 votes
Hi Olga, really appreciate all the detail in your steps and the screenshots you provided.
I tried testing this myself with a Chrome browser and did get the same errors and behaviour you described, so have raised this with our product team. I'll keep you updated of any information I get back from them on this, here.
An error occurred while saving the comment Jim Morris
commented
Ah, I see. My apologies, I misread your explanation.
In any case, I still agree, this is yet another example of why New invoicing is not ready for prime time release as it is simply not capable of replicating the system it replaces.
An error occurred while saving the comment Jim Morris
commented
Yep, I know that Olga.
My point was who gave Xero the right to dictate to us the how and when things get locked?
It is us, the business owner, that should be making the decision to lock the period when we are ready for it to be locked...and, by extension, if we need to unlock something to make a correction then that also needs to be our decision, not Xero's.
An error occurred while saving the comment Jim Morris
commented
Why are invoices being locked, by Xero, in the first place? Who gave them the right to dictate to us how and when invoices in our businesses get locked out?
Who the AF do they think they are?
Jim Morris
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164 votes
An error occurred while saving the comment Jim Morris
commented
Yeah, it is a joke that this is still an ongoing and unaddressed issue.
An error occurred while saving the comment Jim Morris
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That is wonderful Caryn, IF the employee has submitted them to begin with. We want to be able to see the timesheets and edit them while they are still in draft and be able to submit them ourselves if the employee has not. I should not have to hassle an employee on a Sunday night or, on a Monday morning, find myself and the entire pay run held up because one person has not hit the submit button. Xero is making this unnecessarily difficult by not making a simple function available, all the while introducing stuff none of us want (new reports and invoicing) and jacking up the monthly subs.
An error occurred while saving the comment Jim Morris
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Every time someone comes across this it gets support. Obviously, there is a perceived need in your userbase for this functionality. WTH is stopping you @xero?
An error occurred while saving the comment Jim Morris
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@daniel Yep, totally. Xero's "solution/workaround" is to manually do their payslip...which, of course, totally ignores our own record-keeping requirements.
I guess they don't care as long as we keep paying their ever increasing subs...
An error occurred while saving the comment Jim Morris
commented
The only time they comment is to offer up useless suggestions, totally miss the point of what we are asking for or to tell us to make a (this) suggestion in the ideas/feedback forum for new or additional features...
The most infuriating part is that they don't have to add anything! All the necessary systems are already in place and they just need to turn on the right switch so we can see draft timesheets!
An error occurred while saving the comment Jim Morris
commented
I'm normally all for automating things but, in this instance, it could potentially cause more issues than it solves.
The main solve here is easy - Xero giving us, payroll managers and owners, the ability to see and edit draft timesheets...It's been an ongoing request/issue for literal years now and, given the recent sub increase (now $99/month), I think this is the least they can do.
If I'm going to have to pay more each month, I'd much rather have added functionality rather than pretty accounting reports that I don't even use in the first place!
An error occurred while saving the comment Jim Morris
commented
Yeah, not happy to fix such a simple problem that would alleviate so much hassle for us...but certainly happy enough to up the price again (to nearly $100/month now for a Premium 10 sub!).
If I even used much of the vaunted added functionality they've put into Xero, I wouldn't be so annoyed...but I simply don't use much more than I did when we got it nearly 9 years ago - which, incidentally, has been the length of time this issue has been a thorn in my side!
An error occurred while saving the comment Jim Morris
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Nope, sorry Renee, that still misses the whole point of what we are trying to achieve. As the owner/payroll manager, I should not need to wait for the employee to press submit in the first place. I also should not need them to resubmit if it needs to be reverted. I should be able to see the draft, edit the draft and submit it for them if necessary.
Jim Morris
shared this idea
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An error occurred while saving the comment Jim Morris
commented
We want to be able to open and complete the employees timesheet, if it has already been started. I have enough to do without starting again from scratch what the employee may have already done but just not clicked the submit button.
It is idiotic that, as the owner and payroll manager, that I cannot see an employee's draft timesheets.
We have been asking for this sort of functionality for years! Xero keeps ignoring us or offering up completely useless alternatives because they don't appear to understand what it is like being the business owner/pay roll admin...ironic, isn't it?
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47 votes
Thanks for sharing this here, Olga. Appreciate the needs in being able to approve these sort of 0.00 invoices in your Xero organisation. I can confirm this is something our team are looking at so I'll keep you updated of any change of this, here.
For the meantime, though I appreciate it may slightly change your flow you should find you can approve these type of invoices from the Draft list of your invoices. If you have a few of these waiting you'll be able to Approve these all at once to save a little time.
An error occurred while saving the comment Jim Morris
commented
*facepalm*
Seriously? Folks, this is Accounting 101 FFS!
If you ever wanted a glaring example of why we have very little faith in the ongoing "improvements" being made to invoicing, then you need not look any further than this.
Not to be funny, but I cannot believe that this previously got approved by "thousands" of customers to only now being picked up 6 weeks before classic invoicing gets retired...
To say I'm gobsmacked by this is the understatement of the year.
Jim Morris
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419 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
An error occurred while saving the comment Jim Morris
commented
@SG.GS Billing - That is a really good suggestion!
An error occurred while saving the comment Jim Morris
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I disagree. Automatic new line is a pain as it just adds one line when you enter something in the last line.
When I'm building an invoice, I regularly add however many lines I want first then structure it the way I want.
If I want to add 5 or 7 or 11 or whatever, I just want to be able to click the add a line button, not **** around entering a character in the last line just to get one more.
An error occurred while saving the comment Jim Morris
commented
@Elise Edwards - You have to fill in some of the info in the last line and it then automatically adds another line.
However, you then need to put data in the quantity and/or unit value fields of the new line or it deletes the new line again.
It is a really stupid change IMO. Classic has an "Add line" button to add as many lines as you like, without auto deleting them again if they were blank for any length of time, which worked perfectly fine previously.
This is a classic example of change for change's sake, that does nothing to improve the UI and actively makes using the UI harder.
Jim Morris
supported this idea
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36 votes
An error occurred while saving the comment Jim Morris
commented
This is critical. It is stupid that you cannot add by USI and even more stupid that, when searching by name, you can't see the full name and USI next to it.
Given that Xero provides the ability to set all this stuff in their software, they should bear some of the responsibility of us being able to set it correctly so we aren't running afoul of the ATO etc.
I can tell you in no uncertain terms that if I do happen to run afoul of the ATO because something is done incorrectly I'll be damned sure to throw Xero under the bus if the mistake is due to their badly designed or implemented systems.
Jim Morris
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35 votesJim Morris
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186 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Jim Morris
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47 votesJim Morris
supported this idea
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@Kelly Munro - Kelly, please see Martin Danger's post below.
Now, please go to your executives and tell them that, as a result of the response from their support staff, we the Xero customers, take it to mean Xero is happy to be held liable for fraudulently altering financial records (because it is "the intended behaviour of the system") and thus misrepresenting our intentions when the inevitable legal case comes up where a company's financial records will need to be submitted as evidence.
Furthermore, as a result, Xero will happily cover the legal costs incurred by said company, as it is acknowledged that it is well within Xero's power to ensure that the system works so that the records can indeed reflect an accurate history of those particular books—they just choose not to.
FYI I have already taken screenshots of this and it will be being made a point of when speaking to Consumer Affairs.