Settings and activity
175 results found
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1 vote
Really appreciate your feedback on the new navigation, Fiona. I've made sure to share this back with our product team. They are taking on board and considering all feedback carefully.
For now we'll get an understanding of the interest from community in this through your idea, and I'll let you know if there are any plans made for this, here.
Fiona Davidson
shared this idea
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459 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
An error occurred while saving the comment An error occurred while saving the comment Fiona Davidson
commented
@Mike Johnson - Here, here.... their recent marketing strategy appears to be the solution, give new customers 3-6 months @ 90% off that way they don't know that it used to be better and by the time their pricing goes up they are too deep into it to change anytime soon. So it doesn't matter if they lose "old" customers that complain all the time.
An error occurred while saving the comment Fiona Davidson
commented
https://www.change.org/p/petition-for-xero-to-stop-making-changes
Please sign and share this petition.
Fiona Davidson
supported this idea
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An error occurred while saving the comment Fiona Davidson
commented
Petition for Xero Executives Regarding Alleged "Improvements"
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970 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
An error occurred while saving the comment Fiona Davidson
commented
I still don't understand how this has not happened yet....?
I would love a REAL reason as to why this has been ignored for so many years and not just a fluffy explanation about competing priorities and demand and other more important things..... @ Kelly Munro.....?
An error occurred while saving the comment 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.
An error occurred while saving the comment Fiona Davidson
commented
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
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425 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Fiona Davidson
supported this idea
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411 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Fiona Davidson
supported this idea
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501 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Fiona Davidson
supported this idea
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627 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Fiona Davidson
supported this idea
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660 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Fiona Davidson
supported this idea
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744 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
Fiona Davidson
supported this idea
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732 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Fiona Davidson
supported this idea
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804 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Fiona Davidson
supported this idea
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1,082 votes
Hi everyone, we appreciate the interest surrounding this idea, however we want to be open that we're unable to extend our log-out time past 60 minutes. Xero hold a lot of sensitive information including bank data and we're required to be as secure as online banking.
Any session information running on a web browser can potentially be stolen. If the session does not time out. You then have an infinitely long vulnerability window to session hijacking. Our best option is to keep a tight expiration window on the session cookie, and regenerate them frequently. Even setting a long timeout doesn't help with this - too long a timeout will greatly increase the risk of invasion or potentially jeopardise your personal data and the safety and integrity of the Xero application itself. This is why we maintain control of this.
If we detect there's been no activity on a page (e.g…Fiona Davidson
supported this idea
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40 votes
We're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Fiona Davidson
commented
And the ability to turn off recommendations such as payment services.
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59 votes
Hi everyone, I appreciate feelings shared in not seeing traction as fast as you'd like to ideas you're interested across Xero Product Ideas.
Our community team are pure advocates for our customers ideas internally, making sure these are shared and highlighted to the teams and individuals that can make a difference, and doing our best to get ideas reviewed and into our teams planning wherever possible.
We receive ideas for incremental, and large changes to existing products, as well as for new features entirely. With so many customers the range of ideas coming from our users is large, and we cannot action all things at once.
We try to be transparent in our communication and updates to ideas across the site, even if this means there is no current development planned for a feature.
I can assure you the site here is a tool that all our product teams find…
An error occurred while saving the comment Fiona Davidson
commented
@ Anthony Kear - Agree.
But they do that for all the new users who never knew it existed before.Fiona Davidson
supported this idea
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6 votes
Hi all, we appreciate the interest and hearing how you find autosave a useful feature when invoicing. At this stage, we don’t have any plans to roll out autosave to the editing of an invoice once it’s been approved.
We’ve made some recent improvements to autosave within the draft state of an invoice that we wanted to share with you - Our product team has optimised how invoices autosave to help reduce the lag, meaning invoices load and save faster. Thanks again for your feedback.
An error occurred while saving the comment Fiona Davidson
commented
DON'T DO IT! Your killing your customers will to work with this.
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7 votes
An error occurred while saving the comment Fiona Davidson
commented
PLEASE DO NOT DO THIS!!!!!!
Autosave in invoicing is a nightmare and I use bills 10 times more than invoicing. I cannot justify the increase in work hours to my customers and employer for the program lagging. Not to mention the mental health impacts.There has to be another solution, or at the very least be able to have it optional, not mandatory like in invoicing.
@Peter Rickert - I'm not sure what other programs you are using that have autosave?
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11 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
An error occurred while saving the comment Fiona Davidson
commented
Xero response to my query.
An error occurred while saving the comment Fiona Davidson
commented
I have just had this happen.
If a negative leave balance exists on termination then ATO/STP rejects it.
Xero has a workaround that then entitles the employee to additional superannuation.By my understanding in these instances they are only STP compliant after manipulation.
Fiona Davidson
supported this idea
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48 votes
An error occurred while saving the comment 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
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482 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment Fiona Davidson
commented
Has anyone else noticed that 'new' invoicing spelling is defaulted to US but classic is UK/NZ/AU?
I also noticed a pop up today asking if I liked new invoicing on a scale of 1-5, then more follow up questions, so I filled it out again.... I am surprised they keep asking and expecting a different answer given the amount of issues there still are.
An error occurred while saving the comment Fiona Davidson
commented
@Jo Heuston - Its a countdown of doom. A ticking time bomb designed to impose as much stress as possible.
An error occurred while saving the comment Fiona Davidson
commented
https://www.change.org/p/petition-for-xero-to-stop-making-changes
Please sign and share this petition.
An error occurred while saving the comment Fiona Davidson
commented
Anyone else see some similarities here?
Its just the start I'm sure.
An error occurred while saving the comment Fiona Davidson
commented
Is anyone else terrified about what Xero might to do bills?
With the debacle that is "New Invoicing" and the increased issues with functionality and glitches elsewhere within Xero, am I the only one that is anxious about what they might do to Bills? Such as replicating the style of new invoicing?I use the bills screen at least 20 times more than invoicing and I am feeling sick about the many extra work hours each week that I would have to do for my employer and my clients, on top of that I already work more than full time hours so the thought of adding even more to this is stressing me out.
This was in their newsletter this last week:
New features to streamline accounts payable
Over the next few months, we’re making some enhancements to the way you manage bills in Xero. These updates will help to streamline the end-to-end accounts payable process, saving time and gaining efficiencies.
https://blog.xero.com/product-updates/new-features-help-streamline-accounts-payableThese are the same kind of statements they made about new invoicing too...
An error occurred while saving the comment Fiona Davidson
commented
I have now created and Off Site petition..... Petition for Xero to stop making changes...
An error occurred while saving the comment Fiona Davidson
commented
I have now created and Off Site petition..... Petition for Xero to stop making changes...
https://chng.it/wYWMHwp9tdFiona Davidson
supported this idea
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An error occurred while saving the comment Fiona Davidson
commented
I have now created and Off Site petition..... Petition for Xero to stop making changes...
An error occurred while saving the comment Fiona Davidson
commented
Petition for Xero Executives Regarding Alleged "Improvements"
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19 votes
Hi everyone, while we appreciate your feedback here. With the retirement of classic invoicing in February, and to help customers get used to the new invoicing experience this default will continue to apply.
As we continue to improve the new experience this means customers may find updates that help their workflow and adopt the new experience.
The option to switch back to classic will be available and we understand this is the experience some customers may choose to use up until the retirement date.
An error occurred while saving the comment Fiona Davidson
commented
If you INSIST on making us chose classic invoicing every24 hours then PLEASE remove the countdown of doom. It is ticking time bomb designed to impose as much stress as possible.
However I would prefer you allow me to say I don't want to use New invoicing until further notice.
I know Xero has the power to do this...... So.... why not?Fiona Davidson
supported this idea
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I am with you on this. New Invoicing is a as efficient as a square wheel.