Settings and activity
7 results found
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36 votes
An error occurred while saving the comment 
Sonya Lees
supported this idea
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309 votes
An error occurred while saving the comment Sonya Lees
commented
Unnecessary invoices are being created regardless of whether I chose to select save options, very frustrating.
Same is happening with contacts.
Autosaving should be an optional feature ideally.
Sonya Lees
supported this idea
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538 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
An error occurred while saving the comment Sonya Lees
commented
I enter bills into draft during the month and for certain suppliers there are various transactions all going to one supplier which is then only approved once the statement has been received and checked. Being able to revert to draft if the approve option has been prematurely selected would be very helpful, or at the least a double warning for approvals.
Currently I just remember and edit the approved invoices accordingly as I don't want multiple voided entries in the system.
Sonya Lees
supported this idea
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464 votes
An error occurred while saving the comment Sonya Lees
commented
This would be incredibly helpful! Reverting to draft for invoices and bills also, would greatly assist when the incorrect options have been selected instead of having to make a mental note.
Sonya Lees
supported this idea
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29 votes
An error occurred while saving the comment Sonya Lees
commented
Now that this is coming into play I cannot stress how frustrating it is not to be able to chose what information I enter on to a draft invoice e.g. dates. Dates allow me a regulate the status of projects. Having to add a date at an early stage will just waste my time having to adjust it, potentially multiple times. Please allow for more flexibility on the draft invoice.
Sonya Lees
shared this idea
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25 votes
Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.
Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.
Sonya Lees
supported this idea
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New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
423 votesThanks 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…Sonya Lees
supported this idea
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Recently noticing new contacts are being created when i'm merely searching for a contact when drafting an invoice. Definitely should require further confirmation than nudging a tab button which I habitually use to confirm my search criteria.