Settings and activity
7 results found
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25 votes
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Lucia TomazzoliSantarosa
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Navigation - Freeze bar at the top of the page to save scrolling
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Freeze%20top%20row.png 24 KB -
Screenshot%202026-01-14%20102726.png 48 KB -
photo2.png 168 KB -
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Screenshot%202025-10-16%20140059.png 4 KB -
Screenshot%202025-08-06%20120523.png 119 KB -
Xero ribbon 2024-11-22.jpg 74 KB -
Xero Ideas.pdf 188 KB -
Screenshot 2024-05-21 091159.png 7 KB -
Blue banner heading fix.doc 252 KB -
Blue banner heading fix.pdf 173 KB -
Xero headings.jpg 20 KB
244 votesHi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
Lucia TomazzoliSantarosa
supported this idea
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244 votes
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.
Lucia TomazzoliSantarosa
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374 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
Lucia TomazzoliSantarosa
supported this idea
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462 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
Lucia TomazzoliSantarosa
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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 -
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Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
550 votesHi 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…
Lucia TomazzoliSantarosa
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21 votes
Hi team, we appreciate the interest in being able to pin contact notes so these show more prominently.
Right now, as you may be aware there is a Notes field (separate to the Files & Notes on a contact s record). This is within the Contact Information section when adding or editing contact details.
Information you enter here will be shown on the Contact main page to the right side of the screen and can be edited as needed
Being open we don't have plans for enabling the ability to pin a note on a contact at present but will continue to track the interest in this through the community. Thanks
An error occurred while saving the comment Lucia TomazzoliSantarosa
commented
On normal "blue" Xero, for each contact there is a Files and Notes Tab - it would be great if on the top banner there is a an icon to flag when there is content in that tab.
Also, on the Activity Tab, there could a column to indicate when an invoice or bill has an File attached, as it appears when viewing all invoices or all bills (not under each specific contact).
Lucia TomazzoliSantarosa
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Definitely a very crucial feature missing!
Another simple example is for remuneration versus other expenses: the monthly wages payment amount equals X , so I can create a rule for wages.
For all other payments to the same person, for instance dividends, in various amounts, we can only create a rule with payee name, regardless of amount, and this rule picks up all payments, including the wages.
There should be a rule conditions for amount DIFFERENT / NOT EQUAL to X.