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  1. 8 votes

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    Fiona Davidson commented  · 

    HATE the constant prompts to set up payment services!

    Payment Services now an in software Marketing Scam from Xero?!

    These have become the equivalent of a Marketing Scam so Xero makes more money from kickbacks.

    We DO NOT pay for you program to be bombarded with promotions for things that make YOU more money.

    Seriously it used to be a lovely little discreet option, not its on everything and is not appropriate for all staff to see, or my clients who do not know how to map accounts for that matter.

    I know Xero will not do what I am asking, they cant even get core functions of new invoicing to work why would they let us turn off something that makes them more money?!

    I'm so angry and over their newspeak.

    Fiona Davidson supported this idea  · 
  2. 846 votes

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    Fiona Davidson commented  · 

    This has been continually requested for at least the last 9 years since I have been using Xero, its not planned anytime soon.

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    Fiona Davidson commented  · 

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44993782-payroll-employees-upload-attach-files-in-notes

    Kelly Munro (Community Manager, Xero) responded · Mar 2, 2023
    ".....that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here."

    How can something be "top of mind" but have "no plans at present for this development"

    I strugle to comprehend the alleged complexity of a function that is already established in so many other areas of Xero?

    Fiona Davidson supported this idea  · 
  3. 782 votes

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    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…

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    Fiona Davidson commented  · 

    “1.5 seconds per extra click/scroll/feature distance increase at an average of 4 extra clicks/scrolls/distance increase per process x 10 per day x 5 days per week x 48 weeks in the work year x 4.2 million subscribers boasted by Xero = 16.8 million extra hours (that’s 1917+ years that Xero customers have to work, or pay their staff to work, because programmers/designers/tech team think its comparable.
    So Divya Jolly you claim 70% of people are 'happy' with new invoicing, the other 30% still have have to work (1917 years x 30%) an extra 575 years.... thanks...

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    Fiona Davidson commented  · 
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    Fiona Davidson commented  · 

    I cant right click on the contact to open in a new tab, I have to click on the contact then right click in the pop up. The pop us is great but I should still be able right click on the contact without opening the pop up.

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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

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    Fiona Davidson commented  · 
    Fiona Davidson supported this idea  · 
  4. 51 votes

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    Fiona Davidson commented  · 
    Fiona Davidson supported this idea  · 
  5. 26 votes

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    Fiona Davidson commented  · 
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    Fiona Davidson commented  · 

    Have the ability to search attachments by name. For example I attach delivery dockets to bills and I always save the it with the corresponding document number, it would be good if search results showed attachment name matches too.

    Fiona Davidson supported this idea  · 
  6. 75 votes

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    Fiona Davidson commented  · 
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  7. 247 votes

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    Fiona Davidson commented  · 
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  8. 218 votes

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    Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

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    Fiona Davidson commented  · 
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  9. 337 votes

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    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…

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    Fiona Davidson commented  · 
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  10. 330 votes

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    Fiona Davidson commented  · 
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    Fiona Davidson commented  · 
  11. 291 votes

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    Fiona Davidson commented  · 
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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

    Fiona Davidson supported this idea  · 
  12. 445 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…

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  13. 172 votes

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    Fiona Davidson commented  · 
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  14. 44 votes

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    Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?

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  15. 440 votes

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    Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.  

    I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.

    Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.

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  16. 662 votes

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    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

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  17. 155 votes

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    Hi community, thanks for on-going engagements with us about how you use the Xero network in this idea. As our team continue work on new invoicing, development for building the Xero Network within new invoicing is now underway, and we'll keep you updated of further news of this, here.

    In the meantime, if you've set up Xero network for your contacts you can continue to send these through the Invoices awaiting payments list. As mentioned in my last updated we still strongly recommend exploring eInvoicing as a solution.

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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

  18. 17 votes

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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

  19. 106 votes

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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

  20. 30 votes

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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

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