Settings and activity
20 results found
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49 votes
Collis Marrett
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57 votes
Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
Collis Marrett
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400 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Collis Marrett
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719 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.
Collis Marrett
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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
483 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…Collis Marrett
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112 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Collis Marrett
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78 votes
Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
Collis Marrett
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26 votesCollis Marrett
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31 votesCollis Marrett
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63 votes
An error occurred while saving the comment Collis Marrett
commented
Agree with all the comments here. A simple basic function that is standard on your competitors equivalent products, and a reason to choose them over Xero. Sub accounts is hardly reinventing the wheel, should not be an issue to implement.
Collis Marrett
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389 votesCollis Marrett
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9 votes
Hi Belinda, to check in on your idea here are you looking for similar to the Pay History report that allows you to search the employee versus drop down and select as you do in the Leave Transactions report?
An error occurred while saving the comment Collis Marrett
commented
Or perhaps an alternative would be to make it so that when you return to the employee list, you return to the next employee on the list from which you just left, instead of returning right back to the very first employee on the list every time.
Collis Marrett
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6 votesCollis Marrett
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6 votes
Hi Zoe, thanks for sharing an image of the comparison in XPM. Would this be particularly for when you're running the management reports or another set of reports from Xero?
Collis Marrett
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An error occurred while saving the comment Collis Marrett
commented
I can't believe you have to save a report in a file location EVERY SINGLE TIME just to simply view or print it??? This is one of the most basic features that ALL of your competitors provide. It is EXTREMELY inconvenient, as not only do we have to waste time saving a PDF that should simply be displayed on the screen, but we also have to waste more time deleting all these files once finished. Why have you made this simple process so user unfriendly? How can you possibly think that this is somehow more environmentally sustainable when all the customer wants to do is simply view it on screen 90% of the time. And if they want to print the document they're going to do it anyway? All you have done is made a very simple process into an unnecessarily long one for no reason at all. Not happy!
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1,125 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…
An error occurred while saving the comment Collis Marrett
commented
After reading the comments on this thread, what I don't understand is why Xero even bothers with this forum. It's very clear they don't want to listen to their customers. Time to start looking at alternative suppliers methinks.
Collis Marrett
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85 votes
An error occurred while saving the comment Collis Marrett
commented
Many suppliers only accept payment by BPAY on their invoices these days. At present BPAY invoices can only be paid one at a time, which makes the process of paying BPAY bills an unnecessarily time consuming process compared to paying batch payments with direct credit bank account details. We need to have the ability to batch pay BPAY invoices so we can pay multiple BPAY invoices more efficiently, ASAP.
Collis Marrett
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22 votesCollis Marrett
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14 votesCollis Marrett
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30 votesCollis Marrett
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7 votesCollis Marrett
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And the ability to specify an "as at" date for the report. At present your only choice is the current day.