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  1. 517 votes

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    Thanks 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  · 
  2. 28 votes

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    Andrew MacRobert supported this idea  · 
  3. 144 votes

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    Andrew MacRobert supported this idea  · 
  4. 15 votes

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    Andrew MacRobert commented  · 

    Please include the business registration number in the default invoice template

    Andrew MacRobert supported this idea  · 
  5. 132 votes

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    Andrew MacRobert commented  · 

    Also agree, needs this function/feature urgently.

    Andrew MacRobert supported this idea  · 
  6. 4 votes

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    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  · 
  7. 295 votes

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    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!

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    Andrew MacRobert commented  · 

    Please provide this feature to users in South Africa

    Andrew MacRobert supported this idea  · 
  8. 201 votes

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    Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

    We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

    As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

    To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it

    We see the value in providing more customisation in reporting. Right now we have some more codes…

    Andrew MacRobert supported this idea  · 
  9. 173 votes

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    Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.

    The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.

    We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.

    We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…

    Andrew MacRobert supported this idea  · 
  10. 20 votes

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    Andrew MacRobert supported this idea  · 
  11. 216 votes

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    Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.

    We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;

    • Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish 
    • Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
    • Improved the accuracy of the supplier 

    Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…

    Andrew MacRobert supported this idea  · 
  12. 205 votes

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    Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.

    Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.

    We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.

    Andrew MacRobert supported this idea  · 
  13. 627 votes

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    Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
    We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
    We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.

    Andrew MacRobert supported this idea  · 
  14. 18 votes

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    Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file. 

    Andrew MacRobert supported this idea  · 
  15. 92 votes

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    Andrew MacRobert supported this idea  · 
  16. 77 votes

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    Andrew MacRobert supported this idea  · 
  17. 151 votes

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    Andrew MacRobert supported this idea  · 
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