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46 results found
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737 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
supported this idea
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403 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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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
commented
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
supported this idea
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341 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
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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296 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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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
494 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
supported this idea
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114 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.
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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32 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
supported this idea
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170 votes
An error occurred while saving the comment Jim Morris
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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
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An error occurred while saving the comment Jim Morris
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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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40 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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38 votes
It’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
Jim Morris
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55 votesJim Morris
supported this idea
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226 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Jim Morris
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31 votes
An error occurred while saving the comment Jim Morris
commented
They have put this stupid requirement into classic as well.
WHY DO I NEED TO INPUT A NON-ZERO VALUE IN THE QUANTITY AND UNIT VALUE FIELD FFS!?!?!!?
Why is it such an issue to let us have a blank info line? What is your problem with that Xero? What about making our jobs easier offends you so much?
Jim Morris
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104 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.
Jim Morris
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9 votesJim Morris
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22 votes
Hi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
Jim Morris
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15 votesJim Morris
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28 votesJim Morris
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26 votesJim Morris
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56 votes
Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm.
In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm.
You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template.
Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created.
Jim 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.