Settings and activity
16 results found
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3 votes
Thanks for the additional detail, it helps when reviewing the needs and for others to be able to understand if they'd like to support this too.
Can see how this additional detail would help when reviewing your files in the archive folder.
We'll start to get a sense of the community interest here and I'll share if there are any updates.
Smart Accounting HB Ltd
shared this idea
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43 votes
Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
An error occurred while saving the comment Smart Accounting HB Ltd
supported this idea
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425 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
An error occurred while saving the comment Smart Accounting HB Ltd
commented
We too do not use approve and email. Please default to approve only or give us the option to select it as our default!
Smart Accounting HB Ltd
supported this idea
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459 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
An error occurred while saving the comment Smart Accounting HB Ltd
commented
Autosafe is a very frustrating default function, please Xero, have an option to switch it off, otherwise there are too many versions of the same invoice or a bill and it is extremely unprofessional and confusing!
Smart Accounting HB Ltd
supported this idea
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17 votes
An error occurred while saving the comment Smart Accounting HB Ltd
commented
100% agree, please put the GST return how it was. The new report is a downgrade.
Smart Accounting HB Ltd
supported this idea
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786 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.
Smart Accounting HB Ltd
supported this idea
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Navigation - Freeze bar at the top of the page to save scrolling
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240 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
Smart Accounting HB Ltd
supported this idea
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332 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.
Smart Accounting HB Ltd
supported this idea
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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543 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…
Smart Accounting HB Ltd
supported this idea
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214 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.
Smart Accounting HB Ltd
supported this idea
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43 votes
Hi everyone, we appreciate all your feedback on the new GST return and while I've made sure your feedback has been shared with product, we're going to close this idea being too broad to focus in on a particular change.
We've created individual ideas for the following points raised as it'd be good to track the interest in each separately. Please do add your vote to each that you'd like to see.
- NZ GST - Export customised return
- NZ GST - Compact export (landscape v portrait)
- NZ GST - Move File with IR to top of page
- NZ GST - Styling PDF export
I'd also encourage raising a case with our specialists at Xero Support if you're having any issues with performance or usability as it'd be good to get more detail and our team can investigate.
Smart Accounting HB Ltd
supported this idea
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482 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.
Smart Accounting HB Ltd
supported this idea
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186 votes
Hi team, thanks for continuing to share and support in this idea.
While our team has continued to consider this idea since our last update, being upfront with you all here we want to share that this isn't in our current roadmap and unlikely to be developed in the near term.
For this reason, we'll move this to Not in pipeline however should anything change this we'll certainly share an update with you all here.
Smart Accounting HB Ltd
supported this idea
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501 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
An error occurred while saving the comment Smart Accounting HB Ltd
commented
That is a useful feature as sometimes invoices are approved in error and it would be very helpful to have the option to revert them back to Draft - like GST report for example, can be reverted back to Draft.
An error occurred while saving the comment Smart Accounting HB Ltd
commented
It would be a very helpful option. Agree.
An error occurred while saving the comment Smart Accounting HB Ltd
commented
Invoicing: please do not retire the current invoicing option. Also adding the button to be able to reverse the invoice to DRAFTS would be quite helpful. Other than that, the current invoicing features are working well and very user friendly as apposite to the new invoicing.
Smart Accounting HB Ltd
supported this idea
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367 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.🙂
Smart Accounting HB Ltd
supported this idea
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22 votes
Appreciate you starting an idea, Paula. It really helps if we can share detail of how or when this idea would help your business.
Come back to let us know 🙂
Smart Accounting HB Ltd
supported this idea
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Absolutely agree! This change was not communicated to us as a customers at all and caused a massive disruption to our clients when their files all of a sudden disappear from Inbox to Archive. Xero now stores ALL HISTORICAL files in Archive, accumulating hundreds pages of files. And to make it worse it not possible to sort the files by "Associated with" to at least be able to browse all files which were not attached to bills/invoices/transactions. Extremely disappointed! After contacting Xero support and starting the case, the answer received was that the update was "a result of feedback form customers and we consistently use your feedback as the foundations of any updates to Xero". This is a disruptive, useless and unnecessary change :(