Settings and activity
31 results found
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67 votes
Thanks for sharing this here, Olga. Appreciate the needs in being able to approve these sort of 0.00 invoices in your Xero organisation. I can confirm this is something our team are looking at so I'll keep you updated of any change of this, here.
For the meantime, though I appreciate it may slightly change your flow you should find you can approve these type of invoices from the Draft list of your invoices. If you have a few of these waiting you'll be able to Approve these all at once to save a little time.
Tim Rutter
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291 votesTim Rutter
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247 votesTim Rutter
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218 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Tim Rutter
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136 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
Tim Rutter
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330 votes
An error occurred while saving the comment Tim Rutter
supported this idea
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An error occurred while saving the comment Tim Rutter
commented
Autosave is broken!
Why is it even on by default?
Who used for this feature?
Just opening a daft invoice apparently classifies as an edit in "New Invoicing"!Programming Autosave #101, Before implementing Autosave, implement versioning and versioning rollbacks.
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12 votes
Appreciate the short videos and can see what you're saying, Chris - Have you raised a case with our Xero Support team about the slowness in loading?
Actual slowness in the page loading are issues that we'd like to dig into deeper as they aren't occurring for all users so it'd be good to be able to investigate one on one with our Xero Support team who can escalate if needed. Thanks
An error occurred while saving the comment Tim Rutter
commented
Kelly, this is a regular problem that is regally reported on the community posts.
New Invoicing loads 156 resources, loads in around 15-20 seconds
Classic loads in 7-8 secondsTested on a very fast NBN connection on the computer with 12-cores and 96GB of memory
Classic by no means has a good load time but New Invoicing is 2-3x slower. Not on mention actually using New Invoicing, start typing a customer wait ..... add a new item wait ....Why does New invoicing have to load 17 CSS resources some of which are loaded 3 times with the same contents or sorted slightly differently and 30 scripts.
Tim Rutter
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286 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
Tim Rutter
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367 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Tim Rutter
supported this idea
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370 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…Tim Rutter
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396 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
Tim Rutter
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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
445 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…Tim Rutter
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440 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Tim Rutter
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554 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Tim Rutter
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675 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Tim Rutter
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795 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Tim Rutter
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1,103 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…
Tim Rutter
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32 votes
An error occurred while saving the comment Tim Rutter
commented
I was able to write an app within a few hours to pull all the infomation that would be required to create a 'bank feed' from the GoCardless API.
As for the obtuse Xero API, there is no ability push 'bank feeds' or write new entries into 'bank accounts'.
I've previously spoken the Xero about their API imitations, which some feture are apparently only available to select partners.
Surely a Xero dev would be faster than me a part-time basic level programer. Surly they could get this task completed and tested in 1-2 hours.I've given up on GoCardless + Xero. It does not work
Tim Rutter
shared this idea
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26 votes
An error occurred while saving the comment Tim Rutter
commented
Why has Xero merged the seperate topic of 'WebAuthn - passwordless, 1 step, 2FA' into this idea?
This idea is not the same, And Microsoft dev article does not even metion WebAuthn even thought its been a standard for 8 years.
For best authenticaion practises just go copy how Google does it!
Mainly choice of 2FA/MFA
- Passkey / WebAuthn < Xero does not support
- Hardware FIDO2 keys < Xero does not support
- OATH RFC6238 TOTP < Only one device supported
- In app prompt via push < Xero does not support
- SMS TOTP < Xero does not support
- Email TOTP < Xero does not support
- Backup OTP Codes < Xero does not supportGoogle supports any and all of these, any mix it the users (or Workspace admin perference).
Google allows multiple of the same type can be used, i.e. two OATH apps or multiple hardware FIDO2 keys. All very easily audited, each method can be separately removed and is tracked when it was used.Whereas Xero currently only supports a single OATH device/app. :'(
Microsoft's short number match is very insecure, nobody else in the industry uses this method!
If you want Microsoft's short number match to be supported, it would be better for Xero to intergrate single-signon OAUTH with Microsoft, Google, and other auth providers.
An error occurred while saving the comment Tim Rutter
commented
Really should of had WebAuthn support years ago.
We use YubiKeys' for WebAuthn authentication with all other online services, even internal sites.Apple also uses WebAuthn for Passkey which was announced Jun 6th 2022 at WWDC 2022.
Information links
https://www.yubico.com/authentication-standards/webauthn/
https://support.apple.com/en-au/102195#About-the-security-of-passkeysDeveloper Info
https://developers.yubico.com/WebAuthn/
https://developer.apple.com/documentation/authenticationservices/public-private_key_authentication/supporting_passkeys/Tim Rutter
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662 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.
Tim Rutter
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Be told by (Natascha - Support specialist) to vote here again.
As Xero will not be fixing the bugs I've reported with Autosave.