Settings and activity
14 results found
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1,106 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
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Rachel Nichols
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374 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Rachel Nichols
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209 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Rachel Nichols
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369 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Rachel Nichols
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771 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Rachel Nichols
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794 votes
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
Rachel Nichols
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6 votesRachel Nichols
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215 votesRachel Nichols
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59 votesRachel Nichols
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163 votesRachel Nichols
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104 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
Rachel Nichols
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495 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Rachel Nichols
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68 votesRachel Nichols
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An error occurred while saving the comment Rachel Nichols
commented
I agree with the other comments and would like to add..
The Reference column it is not nearly wide enough either - especially as we have to use this to indicate any Invoices/Bills in dispute - and will wrap on to the next line.
The ability to change column sizes yourself (or even leave out if not important to you) would be greatly appreciated. (This used to be possible in some screens.)
The "Forwarded Bill" comment on the reference is only vaguely helpful in the Draft section and completely unhelpful everywhere else once it has been processed. It doesn't show within the bill while it's being processed so why does it show on the snapshot after it's been approved?
Also, the sort functionality (anything other than Date) has been butchered so that it no longer carries through when the bills are being processed. Sort alphabetically for example, process the bill and Approve and view next, and instead of showing the next in the sort it will show a random one. This means that you have to come out of the new bill and find the one you actually wanted before processing it. This might not seem like a huge thing but it wastes so much time. I have already raised this with support but they've stated there is no plan to change this and suggested a work around of opening a new window showing the sort I want then processing the bill I want in another window and switching between the two. (Like I don't already have more than a few windows/applications open for reference.) -
36 votes
Hey everyone, just a quick update on this one, as it was shifted to delivered in error.
Whilst we have refreshed the VAT dashboard widget with a new look, it does not display your current VAT liability - apologies for the confusion.
We’ll be opening this idea back up to votes and feedback from the community.
As the team have confirmed this is one they’re exploring, we’ll pop it in ‘working on it’ for now.
Rachel Nichols
supported this idea
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Sarah Verge, I cannot agree with you enough on this. The amount of time I spend with work-arounds to not pay bills by accident is painful and wasteful. Then having to explain to others what the method to the madness is, is just embarrassing.
The threat of Xero "improving" Bills, and this not being part of that improvement only leaves me to believe that they will be taking the same backwards steps that they have just made with Invoicing. If this is the case and actual improvements to the use of Xero are not made, we will be moving our business elsewhere. The software is meant to help not hinder.
Come on Xero, instead of continuously spending millions on adverts to entice new clients, spend it once sorting out what really matters to your current client base. We will then be the biggest ongoing free advert of your product that could be asked for. Right now, I couldn't recommend it to anyone.