Settings and activity
27 results found
-
5 votes
An error occurred while saving the comment 
Andrew MacRobert
supported this idea
·
-
71 votesAndrew MacRobert
supported this idea
·
-
316 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
supported this idea
·
-
767 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
commented
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
supported this idea
·
-
113 votes
An error occurred while saving the comment Andrew MacRobert
commented
Highly important feature that is much needed.
Andrew MacRobert
supported this idea
·
-
11 votesAndrew MacRobert
supported this idea
·
-
16 votesAndrew MacRobert
supported this idea
·
-
55 votes
Hi team, thank you for all your feedback. We're in the process of developing the edit view of the line item grid within new invoicing and will be incorporating the ability to manually add a row and the ability to move blank rows within the invoice. Once released blank lines will be able to be saved within the invoice so you can separate lines or groups of lines as you need. I'll keep you updated on when this goes live.
Andrew MacRobert
supported this idea
·
-
286 votes
Thank you for your on-going input and attention to the idea here, everyone.
We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.
I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.
For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.
Andrew MacRobert
supported this idea
·
-
New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
-
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
423 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
supported this idea
·
-
-
376 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
Andrew MacRobert
supported this idea
·
-
16 votesAndrew MacRobert
supported this idea
·
-
123 votesAndrew MacRobert
supported this idea
·
-
13 votes
An error occurred while saving the comment Andrew MacRobert
commented
Please include the business registration number in the default invoice template
Andrew MacRobert
supported this idea
·
-
96 votes
An error occurred while saving the comment Andrew MacRobert
commented
Also agree, needs this function/feature urgently.
Andrew MacRobert
supported this idea
·
-
3 votes
An error occurred while saving the comment Andrew MacRobert
commented
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
supported this idea
·
-
270 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
supported this idea
·
-
188 votesAndrew MacRobert
supported this idea
·
-
150 votesAndrew MacRobert
supported this idea
·
-
19 votesAndrew MacRobert
supported this idea
·
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.