Settings and activity
28 results found
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296 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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9 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
supported this idea
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260 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
supported this idea
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283 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.
Tim Rutter
supported this idea
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345 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.
Tim Rutter
supported this idea
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349 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
supported this idea
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444 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.
Tim Rutter
supported this idea
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371 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
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
411 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
supported this idea
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419 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
supported this idea
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515 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
supported this idea
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659 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
supported this idea
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749 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
supported this idea
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1,077 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
supported this idea
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29 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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24 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
supported this idea
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603 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
supported this idea
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718 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…
Tim Rutter
supported this idea
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9 votes
An error occurred while saving the comment Tim Rutter
commented
Hi we have stopped using the GoCardless integration and moved our repeating invoicing to another service.
Xero does not even support moving the Direct Debit charge date ahead of the due date, as our current platform supports and where to find any large opperator do this a norma practise.
Tim Rutter
supported this idea
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6 votes
An error occurred while saving the comment Tim Rutter
commented
I was using the old 'GoCardless for Xero' integration, Which is not longer under deleopment by GoCardless.
The new GoCardless as a payment method integration is developed direcly by Xero.
Now a long list of non working fetature since we switch over, which was recommended by Xero.
Soy you may need to look elsewhere, as Xero has clearly communicated to me that the new integration is working as expected
Tim Rutter
supported this idea
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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.