Settings and activity
49 results found
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119 votes
Hi everyone, we wanted to share another update here. The ability to schedule and send a one-off invoice at a date and time that works best is now available to all organisations.
You can find this feature in the send window by clicking the dropdown arrow next to the Send email button.
As mentioned in my last update, we understand there’s strong interest in extending this functionality to repeating invoices as well. While this isn’t currently in the pipeline, it’s something our product team will closely consider as they shape the future of repeating invoices in Xero.
I’ll be sure to share any further updates with you here.
An error occurred while saving the comment An error occurred while saving the comment 
Bee Hesketh
commented
It's been years without an update. Any update on this Xero?
I can see you've implemented scheduled sending for standard invoices. But yet again, repeating invoices are left in the dark ages.
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
This should probably be considered alongside this "product idea" which has been marked as 'in discovery' - https://productideas.xero.com/forums/967115-invoices-quotes/suggestions/44960947-email-settings-specify-date-time-to-send-transac
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
It doesn't even need to be a specific time. We just want them to be sent during waking hours and not in the middle of the night.
Again, we have to send all of our invoices manually because of this limitation.
An error occurred while saving the comment Bee Hesketh
commented
How difficult is this to setup really? Come on Xero this is so important! We have to manually send all of our repeating invoices, which could be automated if it weren't for this. Such a waste of time
An error occurred while saving the comment Bee Hesketh
commented
Getting really sick of not being able to automate the sending of our invoices because of this. Very frustrating!
We don't even need to specify a specific time, just make it so that it is during the daytime in our country.
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero. When are you get round to bringing repeating invoices in to the 21st century? The lack of this feature means we have to send all of our invoices manually every month.
An error occurred while saving the comment Bee Hesketh
commented
I complained about this to Xero and their solution is to set repeating invoices to be drafts and then manually send them all. Thus making the process even less automated. Great.
An error occurred while saving the comment Bee Hesketh
commented
This is becoming a real bugbear for us now. Please fix!
An error occurred while saving the comment Bee Hesketh
commented
Surely at the very least you can set these to send within business hours if we give you our timezones? Come on Xero.
An error occurred while saving the comment Bee Hesketh
commented
Around 90% of our invoices are repeating. All of these get sent out just after midnight.
It looks so unprofessional. I don't even want to be able to set a specific time. I would just like it to be at a more reasonable time that isn't the middle of the night for our customers.
An error occurred while saving the comment Bee Hesketh
commented
This really is a must. Even if you can only set a single time/window for all repeating invoices in general. Anything to stop them going out at night would be helpful for us. Seems really unprofessional to get an invoice in the middle of the night.
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15 votes
🌟 Thanks so much for sharing this idea with us.
We can see why having more flexibility around how VAT shows on invoices would be useful, especially for businesses that need their invoice layout to better reflect their tax setup and how they present this to customers.
We’ve now moved your idea to Gaining Support so other customers can add their vote and share how this would help them too. This helps our product team better understand the level of interest and the impact this change could have.
While we can’t confirm if or when this may be developed, we really appreciate you taking the time to share your feedback with us. Ideas like this are valuable in helping shape future improvements.
An error occurred while saving the comment Bee Hesketh
commented
Seeing as the new Invoice Templates are set to eventually replace the current ones, it would be good if this could be removed before we are forced to use it.
We are non-VAT (like a lot of other businesses) so this is a real pain, we will also never need the 'view online' option on our invoices, but that can't be removed either.
Why implement this if it wasn't ready to be rolled out? Doesn't seem to have been tested by anyone.
Bee Hesketh
supported this idea
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33 votes
Hi everyone, we're excited to share that we are in the process of releasing a new experience for branding with the new Invoice template editor!
Eventually replacing the Standard branding experience, the new editor allows you to customise and personalise the look of your invoices in a simple form, with a side by side view so you can instantly see how changes will look on invoices sent to your customers. This is in the process of rolling out to all regions, already readily available in AU, NZ, US and the UK. 😊
I'll be back to share once the roll out is complete.
An error occurred while saving the comment Bee Hesketh
commented
Seeing as the new Invoice Templates are set to eventually replace the current ones, it would be good if this could be improved to actually work for all businesses.
We will NEVER want a 'view online' option on our invoices. There are also issues with how the tax is displayed which needs looking at.
Why implement this if it wasn't ready to be rolled out? Doesn't seem to have been tested by anyone.
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182 votes
An error occurred while saving the comment Bee Hesketh
commented
We need to be able to state the previous month and year. Using [Month-1] [Year] works fine apart from the January invoice, because then obviously the year is then wrong.
Giving us a little more flexibility with the placeholders would be super useful. In it's current form it is pretty unusable for repeating invoices.
Bee Hesketh
supported this idea
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1 vote
Hi Bee, thanks for sharing this idea. We understand the request for a more streamlined invoice view within a contact's profile. The idea is to expand the contact's invoice list table in the Contact Activity screen to improve visibility and access to the information you need without navigating elsewhere.
If this would improve your workflow, please add your vote and share more detail about how you'd like to see this work.
Bee Hesketh
shared this idea
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29 votesBee Hesketh
supported this idea
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59 votesBee Hesketh
supported this idea
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78 votes
Thanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.
Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.
Bee Hesketh
supported this idea
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71 votes
Hi Roger, thanks for the feedback on this idea. it’s clear that seeing the number of days overdue directly on the Send Statements screen would make it easier to prioritise follow-ups without interrupting your workflow.
At the moment, the Date and Due Date of each outstanding invoice are already displayed on the Send Statement screen, but having the actual days overdue visible would give immediate context and help you act faster when sending statements.
We have now move this idea to Gaining Support, which means it’s open for votes and comments. Hearing from the community will help our product teams understand how much value this visibility would add across different workflows.
Bee Hesketh
supported this idea
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56 votes
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
About half of the world's population start their week on a Monday - https://www.timeanddate.com/calendar/days/first-day-of-the-week.html
Bee Hesketh
supported this idea
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An error occurred while saving the comment Bee Hesketh
commented
Please fix this. It is archaic.
An error occurred while saving the comment Bee Hesketh
commented
This would be really useful. I don't know any businesses personally who start their week on a Sunday.
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32 votes
Thanks for your feedback, Sally. We appreciate there may be different preference for this.
You're right this was a brief change that was made in invoicing however in consistency with how calendars appear in other areas of Xero this has been changed back and we also received feedback for calendars to run Sunday - Saturday.
While we will track the interest from others in this here we want to be upfront that we don't have any further plans for changing start dates of this calendar.
Bee Hesketh
supported this idea
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An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
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29 votes
Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.
We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
This would be so beneficial for our business. It would help us actually get paid... Surely one of the most important features of accounting software?
An error occurred while saving the comment Bee Hesketh
commented
Any movement on this? This would be helpful to so many users. Especially those with direct debits for some clients.
Bee Hesketh
shared this idea
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246 votes
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero it's been over a decade since this (very basic) feature was requested
An error occurred while saving the comment Bee Hesketh
commented
Can't take GoCardless payments until the invoices are generated. If this falls on a weekend (especially a bank holiday), GoCardless only count working days so it means we go an additional 2-3 days (on top of the 5 days) without receiving payment. Not good for cash flow.
Not to mention that it is annoying having to login to do the accounts in the middle of a bank holiday.
An error occurred while saving the comment Bee Hesketh
commented
Still waiting...... Come on Xero. When are you get round to bringing repeating invoices in to the 21st century?
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero...... This is such a necessity. It bugs me that it's even down as a 'product idea' when it should be a standard feature.
An error occurred while saving the comment Bee Hesketh
commented
I'm so sick of the lack of the most basic features for repeating invoices. I thought Xero was supposed to make running a business easier?
An error occurred while saving the comment Bee Hesketh
commented
We need this so that we can use GoCardless automated payments. Currently we have to manually take every single direct debit when the repeating invoices are created, but generating the invoices earlier would make it easier to automate that process.
An error occurred while saving the comment Bee Hesketh
commented
Yep, so many problems with repeating invoices. It looks so unprofessional sending out invoices at 2am.
An error occurred while saving the comment Bee Hesketh
commented
Xero just tell us if you aren't going to fix this and then we can stop waiting and move to a different accounting software.
An error occurred while saving the comment Bee Hesketh
commented
Edit - Purpose: To make the GoCardless automated payments for repeating invoices a usable feature
An error occurred while saving the comment Bee Hesketh
commented
This would be so helpful. We take payment via direct debit which we can only collect once the invoice is generated. So quite often you get customers who forget and then manually pay as well because it hasn't been paid at the point the invoice is sent.
Then you have the ongoing saga of not being able to apply a credit to a future repeating invoice.
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789 votes
Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.
A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:
- Widgets that remain stationary until they are dropped into a new placement
- A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
- Refined animations for a much smoother visual experience
- Improved on-page guidance regarding how to save multiple layouts across different screen sizes
In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash…
An error occurred while saving the comment Bee Hesketh
commented
Aside from the new widgets no longer displaying the key information we used to be able to see at a quick glance.
The other big issue for me is that I either work from my desktop at the office, or my laptop when working remotely. Because the new layout has been designed to be responsive, but without the ability to pin or group widgets, this means the home layout is now totally different depending whether I'm on my desktop or laptop. On my laptop the bank accounts are nowhere near each other, and everything is in a completely illogical order.
I really don't understand why this was changed when there wasn't much wrong with the old layout. And at least it was uniform across my devices.
An error occurred while saving the comment Bee Hesketh
commented
In the old view, we could see draft invoices clearly at the top. But now that has moved and is harder to see.
We are also missing the graphs for the bank account feeds. And can't see the full account watchlist without scrolling.
It feels busier but is actually providing us with less vital information.
Bee Hesketh
supported this idea
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2 votes
Thanks for sharing that you'd like the notifications to be enabled on certain posts
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Bee Hesketh
shared this idea
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98 votes
Hi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.
I've split your feedback here to multiple ideas so we can track interest in each change separately.
I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂
- Navigation - Control which apps are recommended
- Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
- Purchases overview - View Billable expenses not billed.
- Sales overview - Ability to customise and shift Billable expenses above Quotes
- Navigation - Setting to turn off help for all…
Bee Hesketh
supported this idea
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192 votes
Thanks everyone, we appreciate the appetite in being able to view outstanding or a summary of unpaid invoices from the homepage.
Being closely engaged and feeding back with our product teams I can confirm your feedback's been taken onboard, however at this time there are no plans for developing a widget of this nature.
We will keep assessing the votes this idea continues to receive overtime and should there be an opportunity that this is picked up I will be happy to share an update with you all. Thanks
Bee Hesketh
supported this idea
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486 votes
Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:
Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.
Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.
Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…
Bee Hesketh
supported this idea
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403 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Edit homepage' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
An error occurred while saving the comment Bee Hesketh
commented
Agreed. The main things we need to see easily and quickly in the dashboard are now hidden, messy or unclear.
Totally unnecessary update in my opinion.
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134 votes
Hi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
An error occurred while saving the comment Bee Hesketh
commented
Agreed. It's also a lot less obvious now whether a bank account is fully reconciled or not.
It's also impossible to keep all of our bank accounts together in the same view, as the columns move around depending on the viewport size.
No idea why this pointless update was made when there are so many fundamental features that have gone ignored for years.
Bee Hesketh
supported this idea
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Any update on this? It's been years and we still have to manually approve all of our repeating invoices each month to avoid them being sent out at Xero's default time of 2am in the UK.
Simply telling us that this feature is available for standard invoices is frustrating. Are you expecting us to manually create all of our hundreds of repeating invoices every month as standard invoices? Not helpful.