Settings and activity
56 results found
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27 votes
Jim Morris
supported this idea
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37 votes
Hi Shawn, to make sure we understand the idea here - would you like this field to be visible to the contact. Say when a certain branding theme is applied? Or just an internal to view when creating invoices in Xero? Thanks
Jim Morris
supported this idea
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29 votes
An error occurred while saving the comment Jim Morris
supported this idea
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64 votes
Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
An error occurred while saving the comment Jim Morris
commented
Folks, the more we just keep commenting here, the more Xero can just ignore us. We need to start leveraging their system to support our goals.
Each time one of these issues arises, every single person needs to make a support ticket. If they offer no solution, refuse to close the ticket or make a new one.
They will be using a ticket system like Zendesk, and those are used as KPI indicators at high-level meetings with executives...the sort of meetings where KPIs actually mean things and where said KPIs also eventually find their way into annual share reports.
So, if there are a lot of open tickets, questions will be asked as to why...questions whose answers we can affect by refusing to bend to Xero's gaslighting.
We need to start hitting Xero where it will have an impact on those high enough up the ladder that can easily ignore our complaints here in this forum.
Couple that with commenting on every social media post you see to get the word out publicly. For example, every time you see Xero's ad on Facebook for 90% off for new customers, make a comment so other folks see it. I have a templated comment that I post every time I see their ads. I'm already starting to see more activity each time I post it.
Jim Morris
supported this idea
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491 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth 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.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment Jim Morris
commented
Folks, the more we just keep commenting here, the more Xero can just ignore us. We need to start leveraging their system to support our goals.
Each time one of these issues arises, every single person needs to make a support ticket. If they offer no solution, refuse to close the ticket or make a new one.
They will be using a ticket system like Zendesk, and those are used as KPI indicators at high-level meetings with executives...the sort of meetings where KPIs actually mean things and where said KPIs also eventually find their way into annual share reports.
So, if there are a lot of open tickets, questions will be asked as to why...questions whose answers we can affect by refusing to bend to Xero's gaslighting.
We need to start hitting Xero where it will have an impact on those high enough up the ladder that can easily ignore our complaints here in this forum.
Couple that with commenting on every social media post you see to get the word out publicly. For example, every time you see Xero's ad on Facebook for 90% off for new customers, make a comment so other folks see it. I have a templated comment that I post every time I see their ads. I'm already starting to see more activity each time I post it.
An error occurred while saving the comment Jim Morris
commented
@CELON Group this one is a serious enough issue that it deserves its own topic. Can you create it as one and then link us all to it so it gets the coverage it deserves?
Jim Morris
supported this idea
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81 votes
Thanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.
There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.
We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.
Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.
An error occurred while saving the comment Jim Morris
commented
Folks you need to create a support ticket about the issues. The only way to get any traction on these items now is to flood them with complaints and support tickets.
If they use a ticketing system (such as Zendesk) then it is a benchmark and KPI for them that they cannot ignore.
Jim Morris
supported this idea
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6 votes
Appreciate your feedback here and I see you have also found the idea around the Xero logo shown on invoices sent to customers.
We want to be transparent that we will not be bringing back classic invoicing, however we are still committed to developing and bringing further improvements to new invoicing that we know matter to our customers. You'll find a few ideas that have been raised across the forums here that are in the progress of being worked on by our product teams.
Jim Morris
supported this idea
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9 votes
Thanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.
With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.
We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.
Jim Morris
supported this idea
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5 votes
Hi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.
Jim Morris
supported this idea
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15 votes
Hi Samantha, when referring to send would this be the 'Email' button in classic?
If so this is actually still available in new invoicing, you'll find the option in the 3 dot menu at the top of the page 🙂
Jim Morris
supported this idea
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4 votes
Thanks for confirming, Nicki. I can confirm I've shared this back with the team. We are looking at further improvements to the invoicing grid, so I'll let you know here if there's any news for this.
Jim Morris
supported this idea
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88 votesJim Morris
supported this idea
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17 votesJim Morris
supported this idea
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110 votes
Hi everyone, thanks to everyone that completed and fed back through our earlier survey. We appreciate you sharing needs in sequential invoice numbering and will continue to consider these needs as we evolve invoicing in Xero.
Right now, we want to be upfront that there are no direct changes planned for how invoice numbers are assigned.
We'll keep monitoring interest of this here and will update if there are any developments.
An error occurred while saving the comment Jim Morris
commented
Yep, it's BS that it's still an issue—like so many other things that should have been fixed by now.
Jim Morris
supported this idea
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377 votes
Hi team, we appreciate having the payment option directly on the invoice screen has been widely anticipated by everyone on this idea. I'm happy to share that this feature has just started rolling out to customers and will be with everyone in the next couple of weeks.
When available you'll find this shows as a record payment section that sits beneath an Awaiting payment invoice on the page. I'll be back to confirm once this is fully rolled out.
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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343 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.
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
554 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…
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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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.
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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177 votes
Hey Community, thanks for all the support shown for this idea. We understand that the core of this request is for business owners and payroll admins to be able to view, edit and complete draft timesheets.
Our product teams have carefully considered this, however we want to be upfront that developing this capability isn't on our foreseeable roadmap at this time.
The idea will remain open for votes so we can continue to gauge interest, as it will be important for when we next review our payroll priorities. Thanks again for sharing with us here, we really do value your input.
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
commented
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
commented
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
commented
@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
commented
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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46 votes
Thanks for your patience whilst this idea is gaining traction.
We've reviewed your comments and can see the that this idea has been gaining a lot of support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
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
supported this idea
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If I want defaults, I'll start an invoice from scratch.
If I'm copying an invoice, then I'm doing it for a reason.
I don't need Xero's software guessing what I want, it just needs to do as it is told.