Settings and activity
24 results found
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904 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
An error occurred while saving the comment An error occurred while saving the comment 
Claire Parker
commented
Expected, but still disappointing Xero.
One wonders what other "important changes needed in product" are .... Stuffing up AP in the same way as you stuffed up AR with New Invoicing?An error occurred while saving the comment Claire Parker
commented
This has been a big issue from the start and it is critical. It's crazy that the credit has to be applied to random invoice(s) before payments can be made. This makes Remittance advice incorrect, and you have to manually type an explanation before sending remittance advices out. The credits are easy to miss when you're doing batch payments, if you don't know they are there. Please Xero, this can't be that hard to fix and your competitors win hands down on this issue.
Claire Parker
supported this idea
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59 votes
Hi team, we thoroughly appreciate the feedback we've received from our community here.
I want to share that our product team have made a recent change for the banner that you receive in invoicing, so now if you choose to 'dismiss' this it'll be permanent and the banner will no longer appear.
We want to be open that we don't have any plans to provide the ability to turn off online payments for an organisation completely.
An error occurred while saving the comment Claire Parker
commented
I too am sick of this spam clogging up the screen. We have only one large customer that pays over $5m each month (300-400 invoices) on the last day of every month. I'm not sure how these annoying ads will help us get paid faster. This must be aimed at micro businesses and not at all relevant to professional financial people using Xero. Please turn it off or let us have an option to dismiss the message for good once seen!!!!!
An error occurred while saving the comment Claire Parker
commented
Please reduce the amount of screen clutter. Example shown. This is pointless information and not needed. It interferes with the flow of the already terrible new invoicing. There should be an option to hide this.
Claire Parker
supported this idea
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89 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
Claire Parker
supported this idea
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68 votes
Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
An error occurred while saving the comment Claire Parker
commented
The new files screen has created unnecessary navigation issues.
When you navigate down the uploded file list to select a file to convert to a bill, the "Add to New" buttons disappear so you need ot navigate down and back up again. More unnecessary and unproductive steps to do what we could easily do before the change. Please fix these buttons as a header. It's less intuitive now as it no longer has similar layout to Office. Why is Xero so fixed on changing these unwanted cosmetic things at the expense of functionality?Claire Parker
supported this idea
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6 votes
Hi all, we appreciate the interest and hearing how you find autosave a useful feature when invoicing. At this stage, we don’t have any plans to roll out autosave to the editing of an invoice once it’s been approved.
We’ve made some recent improvements to autosave within the draft state of an invoice that we wanted to share with you - Our product team has optimised how invoices autosave to help reduce the lag, meaning invoices load and save faster. Thanks again for your feedback.
An error occurred while saving the comment Claire Parker
commented
NO No NO! Please don't hinder our invoicing any further by implementing this. I voted Not at all, but please know it is critical that this is not even considered.
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8 votes
An error occurred while saving the comment Claire Parker
commented
NO NO NO. This is a terrible idea. Xero, please don't mess with bills. They work fine just as they are. Autosave on invoicing is a nightmare. If you want consistency, please don't have autosave on either.
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477 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
An error occurred while saving the comment Claire Parker
commented
Re this comment: For the time being, as autosave kicks in once you add a contact to your invoice, if you’d really like to prevent your invoice from saving as you're entering data you could avoid adding the Contact until you're ready for Save to kick in.
This is patronising nonsense.
Of course we would really, really, pretty pleasey like to prevent our invoices from autosaving (unless we are just making this up to give ourselves high blood pressure?!!!)
As we have already stated many, many times, we bring info from the customer contact, so it's not reasonable to not add them at the end of the start of a new invoice. Also this makes the workflow more ridiculous than it is already.
Most of us work systematically from top to bottom, left to right. So your suggestion means more navigating up and down and around the houses.
Shame on you for suggesting this. Just shows another lack of understanding how finance professionals work. PITIFUL, Xero!!!
An error occurred while saving the comment Claire Parker
commented
Thank you, Scott Leonard. This is indeed a huge relief for those of us that cannot use New Invoicing in its current state. I'm not sure if Xero realise how much stress and anxiety this bungled rollout has caused. Why on earth have you dragged your feet for so long when it was clear that the New Invoicing was not ready or fit for purpose? As individuals dealing with this, Xero has caused an immense amount of both personal worry and business stress. Do you think an apology might be in order?
An error occurred while saving the comment Claire Parker
commented
@Scott Leonard. How rude of Pat at Xero support. You asked for support on a critical invoicing issue and he/she/they basically told you to ******** and go read something about quotes. This isn't support or customer service. Pat at Xero support needs to go back to school and learn some manners as well as some basic accounting skills. Invoices and quotes serve greatly different purposes in an accounting system.
Claire Parker
supported this idea
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554 votes
Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
An error occurred while saving the comment Claire Parker
commented
I also agree with Andrew. Xero, you have missed the point yet again!
We pay our FX directly through NAB to take advantage of the exchange rate fluctuations. All we want from Xero is the ability to do a batch for those paid invoices so we can send remittance advice on the day and not wait until the following day to reconcile the bank. We also 'pay' a lot of foreign invoices via a clearing account as it comes off our remittance for invoices we've issued. We do not actually make the payment but would like to use the batch method to record it.Claire Parker
supported this idea
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An error occurred while saving the comment Claire Parker
commented
This would be super useful for our business too. I guess the contacts bank account details would need to include fields for SWIFT codes etc. We have several freight forwarders that invoice in both AUD & USD. Would be great to do one batch payment.
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1,004 votes
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
An error occurred while saving the comment Claire Parker
commented
No thank you. This is a basic need that should be part of any payroll software. it's not as though it requires any complex coding or development. Pathetic, Xero!
Claire Parker
supported this idea
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209 votes
Hey team, 👋 "Can I take this holiday?" - Now, we know this is one of the most common questions employees ask, and it's one we'd like to be able to help you solve with Xero Payroll.
We'd love your help in shaping the future of Leave projections in Xero - As a start, please share any detail about;
- What information you normally need for calculating future leave balances currently?
- What would you need to see or understand to trust that the projected balance is accurate?
We're also looking to set up a research session to dive deeper into your current process and explore options wth us - If you'd be willing to give some time, take a few minutes to fill in our survey📝 and we'll be in touch in the coming days. Thanks!
Claire Parker
supported this idea
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317 votes
Hey everyone 👋 Thanks so much for all the detailed feedback on applying work patterns for part-time employees. We’ve been following the conversation and understand that manually adjusting pay runs for pro-rata entitlements can be a real challenge. It’s clear that having this automated could save time and give you greater peace of mind.
I’m pleased to let you know our product team has reviewed this idea and we’re updating the status to ‘Accepted’. This means that while it’s not on our immediate roadmap, it’s something we see real value in and want to bring into Xero when we can prioritise the work.
In the meantime, the workarounds shared here, like manually adjusting hours in each pay run, remain the best approach. We really appreciate you taking the time to share your thoughts, as your feedback plays a crucial role in shaping Xero. We’ll keep you updated on any developments…
Claire Parker
supported this idea
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435 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
An error occurred while saving the comment Claire Parker
commented
Another bug to report...when you type in the first few letters of the contact it brings up other contact options with absolutely no bearing on the letters typed. Thereby causing an extra couple of clicks to select the correct contact. I've never ever experienced a search option so flawed.
An error occurred while saving the comment Claire Parker
commented
Hi Kelly, Thanks for the feedback, but this is hugely disappointing. Xero is basically telling us to take it or leave it.
Would either of the following be possible work arounds: 1. create a false email address for your customer and email invoices into oblivion, or 2. Enter a batch of invoices saved only, and later approve all at one go instead of toggling the approve and send option every single time?Claire Parker
supported this idea
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An error occurred while saving the comment Claire Parker
commented
All our invoices are RCTIs - we never send them out. Need to remove this default option for me, please.
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245 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Claire Parker
supported this idea
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651 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Claire Parker
supported this idea
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351 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.
Claire Parker
supported this idea
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76 votes
Hi team, while this may be something we look to do in the future unfortunately we were not able to move along with the work the team had started exploring here.
We'll move to Accepted for now and if there are any updates I'll be back to share with you all. Thanks and continue to support this idea if it's something you'd like to see.
Claire Parker
supported this idea
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672 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
An error occurred while saving the comment Claire Parker
commented
Hi Xero, with the upcoming retiring of Classic invoicing in September with no suitable replacement as yet, many customers have expressed their intention to move away from Xero as it no longer meets our needs.
The only issue holding my company back from migrating on 1st July, is how to retrieve all the attached files in AP, invoicing and spend/receive money transactions.
Having been a huge fan of Xero since inception we have trusted you to assist with our transition to paperless by utilising the attach files function in Xero.
As we are required to keep these records for 5-7 years, we will need to hold on to Xero in some form or another if a bulk download of files is not possible.
Please look at this again to give the customers you have alienated a feasible migration outward process.Or can you please advise how these files will be retained to be retrieved, if required, for an audit.
Thank you.
Claire Parker
supported this idea
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487 votes
Thanks for your engagement with this idea to allow setting specific working days for part-time employees in AU Payroll. We understand wanting to handle these common working arrangements smoothly and accurately.
We know this is a key area for improvement and we'd like to look into this deeper in the long term, however it’s not in our roadmap just yet.
Right now you'll need to manually adjust leave requests.
We'll be sure to provide another update as we move forward with our investigations.
An error occurred while saving the comment Claire Parker
commented
Great idea. This would be really useful. Most of our employees work different days and hours. It would be great if this could also translate to employee leave requests as I almost always have to manually change them from the 7.6 hour day default.
Claire Parker
supported this idea
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486 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Claire Parker
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
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…
Claire Parker
supported this idea
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I echo Alison Langdon's comment. I believe Xero has completely misundersood what is necessary here. Non accounting-trained people, making changes for non accounting-trained people does not make any sense in an accounting system that has been widely used and previously successful by proper accounting people.