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  1. 40 votes

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    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.

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    Fiona Davidson commented  · 

    And the ability to turn off recommendations such as payment services.

  2. 6 votes

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    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.

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    Fiona Davidson commented  · 

    DON'T DO IT! Your killing your customers will to work with this.

  3. 8 votes

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    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?

  4. 11 votes

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    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.

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    Fiona Davidson commented  · 

    Xero response to my query.

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    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  · 
  5. 58 votes

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    Hi team, we thoroughly appreciate the feedback we've received from our community here.

    I want to share that our product team have made a recent change for the banner that you receive in invoicing, so now if you choose to 'dismiss' this it'll be permanent and the banner will no longer appear.

    We want to be open that we don't have any plans to provide the ability to turn off online payments for an organisation completely.

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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  · 
  6. 496 votes

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    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.

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    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.

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    Fiona Davidson commented  · 

    @Jo Heuston - Its a countdown of doom. A ticking time bomb designed to impose as much stress as possible.

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/49231790-remove-the-countdown-and-default-to-new-invoicing

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    Fiona Davidson commented  · 
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    Fiona Davidson commented  · 

    Anyone else see some similarities here?

    Its just the start I'm sure.

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    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-payable

    These are the same kind of statements they made about new invoicing too...

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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  · 

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

    Fiona Davidson supported this idea  · 
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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...

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    Fiona Davidson commented  · 
  7. 21 votes

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    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.

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    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  · 
  8. 82 votes

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    Thanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.

    There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.

    We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.

    Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.

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    Fiona Davidson commented  · 
    Fiona Davidson supported this idea  · 
  9. 43 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  · 
  10. 95 votes

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    Firstly, thank you for all the support and detailed input on this idea. We know an automated Leave Liability Report could be a valuable tool for accurately reflecting a business’s financial position in AU Payroll.

    While it’s not something we’re planning to build in the immediate future, we’ve seen some useful suggestions from the community, such as using manual journal entries or tracking in spreadsheets, though we recognise these aren’t perfect solutions.

    We appreciate the time and thought you’ve put into sharing your feedback. While we’re moving this idea to Not in pipeline for now, we’ll continue to monitor its traction and share any updates if plans change.

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    Fiona Davidson commented  · 
    Fiona Davidson supported this idea  · 
  11. 346 votes

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    Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works. 

    For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.

    In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.

    You can continue to vote on this idea so if our position changes in the future we will update you all, here. 

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    Fiona Davidson commented  · 
    Fiona Davidson supported this idea  · 
  12. 480 votes

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    Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.

    As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.

    Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.

    I'll continue to provide updates on the development of roles for features as we progress.

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    Fiona Davidson commented  · 
    Fiona Davidson supported this idea  · 
  13. 558 votes

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    Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

    Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

    To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

    • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
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  14. 222 votes

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    Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.

    This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.

    We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.

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    Fiona Davidson commented  · 
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  15. 126 votes

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    Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.

    In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.

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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

  16. 34 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

  17. 245 votes

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    Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.

    While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.

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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  · 
  18. 31 votes

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    Fiona Davidson supported this idea  · 
  19. 58 votes

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    Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.

    So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.

    What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.

    We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…

    Fiona Davidson supported this idea  · 
  20. 97 votes

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    Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing. 

    With this new side-by-side view you'll find you can also CC and BCC other emails 🎉

    While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!

    Fiona Davidson supported this idea  ·