Settings and activity
9 results found
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639 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Ross Persson
supported this idea
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819 votes
Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.
We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.
We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.
You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.
When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically),…
Ross Persson
supported this idea
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467 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
Ross Persson
supported this idea
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An error occurred while saving the comment -
47 votes
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.
Ross Persson
supported this idea
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51 votes
An error occurred while saving the comment Ross Persson
commented
I logged this issue with support in order to make sure I get a response from them. In my communication with Xero support I found another thing that was very concerning.
If you are sending an invoice to a customer using gmail, in the heading there will be a "is this correct?" with a "thumbs up / thumbs down" icon. If your customer pushes the thumbs down button (maybe thinking that there is a mistake) it will block all future communication to that customer, or send you emails into their spam.Below is the part of my communication with Xero:
The heading of the email, where you find the thumb up / down buttons, is part of GMail feature that we implement into our product. The thumb icons will not appear for non GMail users.
I tested the thumb icons on my end, and found that when the thumb down is clicked, it will send the data to GMail telling them the email is not correct and block or forward to spam any future communication.
Ross Persson
supported this idea
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345 votes
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.
Ross Persson
supported this idea
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29 votesRoss Persson
supported this idea
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12 votesRoss Persson
supported this idea
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An error occurred while saving the comment Ross Persson
commented
The problem seems to be that they think they have fixed the issue but they have only partly fixed it. You can go into your email settings and uncheck "Include action to online invoice and detail summary".
Now what happens is, if you sent the email from an open invoice "approve and email" it sends the email 'new invoice settings'. If you go to the list of invoices and check the boxes of the invoices you want to email, it sends the email like the Classic Invoicing.
I have attached the same invoice emailed each of these ways: -
33 votesRoss Persson
supported this idea
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Now that we have been forced to use the "new invoicing" and this issue is now over a year old, what is Xero's response?
Does Xero have any comment on this issue, or do you not care?