Settings and activity
29 results found
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240 votes
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Andrew MacRobert
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224 votesAndrew MacRobert
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10 votesAndrew MacRobert
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224 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
An error occurred while saving the comment Andrew MacRobert
commented
When you update the inventory/product & service selling price of an item you expect that this is reflected when a repeated invoice is generated. This is not currently the case. The price is ONLY updated when you edit the repeated invoice.
Could Xero update this so that the next repeating invoice price update automatically and that there is no need to go into each repeating invoice and update it mannually.
Time consuming to do it manually. We oncharge Xero fees and with Xero subscription price increase, we need to manually update each repeating invoice.
Andrew MacRobert
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5 votes
An error occurred while saving the comment Andrew MacRobert
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This is crucial for our practice, as the majority of our clients make use of this depreciation method.
Xero please add this to the depreciation options.
Andrew MacRobert
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75 votesAndrew MacRobert
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384 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Andrew MacRobert
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832 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
An error occurred while saving the comment Andrew MacRobert
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Please add a facility to add late payment fees and interest on overdue invoices. It's very simple and used very occasionally, no business should buy any add-ons/app for this simple function.
Andrew MacRobert
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148 votes
An error occurred while saving the comment Andrew MacRobert
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Highly important feature that is much needed.
Andrew MacRobert
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12 votesAndrew MacRobert
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22 votesAndrew MacRobert
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78 votes
Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
Andrew MacRobert
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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
483 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…Andrew MacRobert
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24 votesAndrew MacRobert
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134 votesAndrew MacRobert
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14 votes
An error occurred while saving the comment Andrew MacRobert
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Please include the business registration number in the default invoice template
Andrew MacRobert
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106 votes
An error occurred while saving the comment Andrew MacRobert
commented
Also agree, needs this function/feature urgently.
Andrew MacRobert
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3 votes
An error occurred while saving the comment Andrew MacRobert
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Yes please fix year end for leap year. Why not just choose Feb as year end (Month only) and not choose a specific date like 28 or 29 Feb. Do not know of a entity that has a mid month year end date.
Management report for Feb 2024, the Feb figures were correct, but the Year to date figures was only 29 Feb figures and not the whole financial year.
Andrew MacRobert
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285 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
An error occurred while saving the comment Andrew MacRobert
commented
Please provide this feature to users in South Africa
Andrew MacRobert
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195 votesAndrew MacRobert
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If we can have all the code prices update automatically on repeating invoices it would be amazing. It would same time doing it manually every time price change.