Settings and activity
13 results found
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197 votes
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.
Nerissa Cope-Allen
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139 votesNerissa Cope-Allen
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107 votes
Hi everyone, as you may have seen in recent communications - We've rolled out a new and improved New Zealand GST experience.
While we've made many changes, we want to be open that transactions will only print in date order. This isn't something we have plans for changing in the near future and we'll move the idea to not planned. If our position of this changes at any point we'll be sure to update you of this here.
Nerissa Cope-Allen
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172 votesNerissa Cope-Allen
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42 votesNerissa Cope-Allen
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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
503 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…Nerissa Cope-Allen
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753 votes
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.
Nerissa Cope-Allen
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93 votes
Hi community we appreciate your interest and sharing how we could improve payroll for your business. Each regions payroll has been designed and built separately to meet regional requirements, and taking this into consideration development for being able to view future leave balances would also be worked on separately.
We have an separate ideas that have been started for this in the AU version, another for NZ payroll, and I'll adjust the title of this idea for UK specifically. We will keep you updated on any progress of this on these ideas.
I'd highly encourage adding your vote to the relative idea based on the region of payroll you use. Thanks
Nerissa Cope-Allen
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561 votes
Hey community, 👋 thanks for all your support on this idea, I’m pleased to let you know that this has been delivered for UK Payroll initially! It includes the ability to select the date range you’re interested in, and check boxes to either select all results or multiple. Then you can download your selection as a single PDF of multiple payslips.
For users in AU and NZ we know this is a highly anticipated feature, however to be open this is not any immediate plans for those teams so we’ll leave this idea open. While we appreciate it doesn’t help employers needing bulk downloads, employees can be invited into the Xero Me portal to self-serve payslip collection.
Nerissa Cope-Allen
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57 votesNerissa Cope-Allen
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155 votesNerissa Cope-Allen
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438 votesNerissa Cope-Allen
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451 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.
Nerissa Cope-Allen
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The new invoicing is missing most of the efficiency functions that I use in Classic invoicing and that's the reason that I absolutely won't use the new Invoicing format (and am now exploring other accounting tools). I was finding the pop-up telling me to "switch to new invoicing to save time" absolutely laughable at first as I was definitely not going to save time, then when there was no option to "don't see this message again" it was bloody annoying and now I am appalled at the new messaging that Xero is retiring Classic Invoicing all together. I don't want or need any fancy tools - I want plain, simple, stock-standard, template driven (efficient) invoicing, which is why I chose Xero. I'm sure there are many businesses that need to create a new invoice each time they make a sale, but we are a carpentry business that only invoices on Purchase orders. We don't deal with little piddly jobs that cost more than they make with the amount of time it takes to invoice.
I gave the new invoicing a couple of tests. I did what I would normally do in Classic invoicing and attempted to copy an old invoice to a new invoice. I was a bit thrown by no "copy to new invoice" option, but I figured copy to draft invoice would be the same.
OK...so not the same....I'm not a fan of the new display format of the draft invoice. I want to see how it's going to look to my client, while I'm editing it.... but I guess that's not a deal breaker....
......but then I notice...........
Efficiency fail #1: Instead of just copying the old invoice contact across, I now have to start typing it in (WHY???!!! - If I wanted a different contact, I would have copied a different invoice!). Super annoying and this is going to add time to my invoicing tasks.
I was only testing it, so I then tried to cancel/discard the draft.....
- but the only option is to Save and Close... (and it auto saves the draft whether you want it to or not).
I went to the elipses, assuming that's where the option to disgard the draft was.....
NOPE! The only potential option was "delete" which may as well be "void", as, lo and behold..... the next test (draft) invoice that I tried didn't re-utilise the discarded draft invoice number, it was a subsequent invoice number. It's a draft for a reason - I may or may not want to keep it! I should be able to discard it without screwing up my invoice number sequence. Now I'm going to have missing numbers when I reconcile and I'll think that they have been voided!
THIS is both an epic fail for efficiency and good governance. What happens if the ATO decide to audit me? Are they going to accept my explanation for apparent missing invoices? There's no audit trail of a voided invoice - looks like I'm hiding something. FFS!
So, I'm with Claire Parker: Fix the issues with new invoicing before even considering adding new features and retiring Classic Invoicing.
- copy invoices should have a default setting to use the same contact
-The only change to this that I would find useful would be radio buttons to choose whether the copied invoice defaults to (option 1) the same date as the copied invoice or (option 2) today's date (and then making this the default selection for subsequent copies until changed to the other option). For one client, they demand all invoices be dated on their end of period date - it's annoying and something I often miss when editing.
I need functional efficiency, not fancy **** that I'm never going to use in my invoicing tool. Your reason for retiring the classic tool is stupid - just add all the classic features into the new invoicing tool and make it customisable in settings to allow the user to select the default functions they want.
If your developers are bored, rather than replacing a near perfect tool, maybe add some additional functionality to existing tools eg:
- it would be useful to be able to search by key words in the "description" section of the invoice to save time when trying to find something a bit left of centre that I've previously invoiced.
And there is a bucket load of stuff that I would change in other areas of Xero, such as making invoice templates more flexible so that all fields can be customised (eg: save existing invoice as template) and making payroll item settings more user friendly, with more information available so that you don't need an accounting degree to select the correct option.
And here's my final idea: before completely overhauling an essential part of your platform, survey your users to see if they want a change!