Settings and activity
13 results found
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70 votes
Megan Hale
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14 votesMegan Hale
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4 votes
Interesting to here your feedback here, and would be good to get a wider sense of customers that have similar scenario here. We don't have any plans for adding this option atm, but we'll update you here if anything changes. Thanks
Megan Hale
shared this idea
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5 votes
Hi Trudi, while the Business menu option I mentioned in my last update remains the best flow for what you're after here currently.
I thought it may be useful to share that we've recently released some keyboard shortcuts for common actions in new invoicing that may help improve your efficiency when invoicing. Our product team have added small prompts to highlight these in the product while our customers familiarise, and if you’d like to view the full list of options you can see them all on Xero Central.
We'll continue to track the interest in an approve & close option here, and share if there are any changes planned that may impact this.
Megan Hale
supported this idea
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38 votes
Hi team, we appreciate there is some interest in this idea, however at this time we don't have any plans for enabling bulk send of receipts.
For now, we'll continue to track the support in this idea. I'll share if there are any updates.
Megan Hale
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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
560 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 Megan Hale
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338 votes
Hi everyone, thank you for continuing to share your feedback on invoice subtotals.
We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.
While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.
As previously shared current options that you may want to explore include;
- adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
- exporting the invoice as a PDF and editing it externally, or
- exploring invoicing tools in the Xero App Store that offer more extensive services
We know these aren’t ideal substitutes, but they may help bridge the…
Megan Hale
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110 votesMegan Hale
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149 votes
Appreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.
Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.
We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks
An error occurred while saving the comment Megan Hale
commented
This option shouldn't be an option extra. A choice between my logo appearing or a clients where the Logo has already been added in the settings - organisation details should hopefully easy to implement.
Megan Hale
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212 votesMegan Hale
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1,244 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Megan Hale
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184 votes
Hey everyone! Thanks so much for your feedback and for sharing your thoughts on this. It’s clear from the support this idea has gained that automated reminders for superannuation payments could be a huge help for many of you. We hear you and can see how this could make managing your obligations smoother.
Our product team has taken a look at this and we’re exploring how we can build it in to help you stay on top of the proposed PayDay Super changes. It’s on our roadmap, and we’ll keep you posted as things move forward. 🙂
Megan Hale
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70 votesMegan Hale
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We need the option of using products and service codes as a descriptive field. For me I use this for adding who the invoice is being emailed to where a very large customer has a number of staff that we invoice to. I can then also use this information to view when a particular staff member at the large client was last invoiced.
As this option is currently available in classic invoicing it needs to be available in new invoicing.
If Xero has restrictions due to coding that don't allow a product or service code to be used without quantity, unit price etc perhaps it might be possible for another option to be availabe in this area that does not require quantity, unit price and GST.