Settings and activity
14 results found
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294 votes
Elizabeth Mpilias
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271 votes
An error occurred while saving the comment Elizabeth Mpilias
supported this idea
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184 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
An error occurred while saving the comment Elizabeth Mpilias
commented
Action buttons should remain at the bottom - it's still at the bottom in the Bills entry and having the button at the bottom is much more functional
Elizabeth Mpilias
supported this idea
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343 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Elizabeth Mpilias
commented
We would choose Approve & Print PDF as our default.
Currently the popup asking me to mark as sent also overlaps with the file download pop up.
Elizabeth Mpilias
supported this idea
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145 votes
An error occurred while saving the comment Elizabeth Mpilias
commented
It would also be of benefit if this was a widget on the Dashboard too reminding us of the due dates for Super payments and BAS/PAYG due dates too
There is a notification already but it's not in your face enough and you have to remember to check the notifications - most of them are useless notifications anyway.
Elizabeth Mpilias
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286 votesElizabeth Mpilias
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369 votesElizabeth Mpilias
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1,076 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Elizabeth Mpilias
supported this idea
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600 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.
Elizabeth Mpilias
supported this idea
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282 votes
Thank you for your on-going input and attention to the idea here, everyone.
We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.
I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.
For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.
Elizabeth Mpilias
supported this idea
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An error occurred while saving the comment Elizabeth Mpilias
commented
Currently can add a tracking code from the invoice module, but once this is has been created the new tracking code can't be selected, it only becomes available once the invoice window has been refreshed - making it moot. Have notified Xero Support with no positive outcome even though I provided a video of the exact issue. Just received a standard cut and paste reply / offer for a support call - neither of which will resolve their poor coding as the video clearly explains the issue.
Having to refresh or switch windows to accomplish basic tasks like adding a tracking code or client's email address is poor software design.
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348 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Elizabeth Mpilias
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
408 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…Elizabeth Mpilias
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440 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
An error occurred while saving the comment Elizabeth Mpilias
commented
Agree regarding the unnecessary annoyingness of having to scroll to the bottom of the window and open up a small drop area rather than just being able to drop the file straight out of the Chrome downloads and in to the window area. The Chrome downloads recently got moved to the top bar instead of the bottom too.
Making basic tasks take an excessive amount of steps and time is bad business
Elizabeth Mpilias
supported this idea
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714 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
Elizabeth Mpilias
supported this idea
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The Add Payment button with it's silly pop up is much more time consuming than just having the fields ready to go at the bottom like Bills and Classic (working) invoicing