Settings and activity
14 results found
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5 votes
Yana Kalugina
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3 votes
An error occurred while saving the comment Yana Kalugina
commented
It is great that we are now able to add repeating transactions to the Short-Term Cash Flow. Can an option for repeating quarterly be added please? For example, as an accountant using Xero and invoicing from XPM, I need to add repeating quarterly invoices for lodging BAS into the Short-term cash flow, rather than into repeating invoices.
Yana Kalugina
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16 votesYana Kalugina
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2 votes
Thanks for raising with us in Product Ideas here, Yana. It helps to have each idea separate so others know what they're adding their vote for and we can share the demand of each back with our product teams. I've slightly amended the title of your idea here to fit your first idea.
In terms of employee selections this is actually already possible - From the timesheets filter just click on the names on the employees you'd like to filter timesheets for.
We don't appear to have an existing idea for your 3rd point, but welcome to start a new idea so we can begin to track interest of this, too.
Yana Kalugina
shared this idea
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2 votes
An error occurred while saving the comment Yana Kalugina
commented
I believe that you can use a filter at the top to only show pending approval timesheets, and then you can select all by ticking the box just above the other tick boxes.
However, I agree that the tick boxes in timesheets are too small and it is very easy to accidentally click into the timesheet instead of ticking it. Perhaps the tickboxes can bigger and positioned be next to the timesheet line, instead of in it?Yana Kalugina
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9 votes
An error occurred while saving the comment Yana Kalugina
commented
Agreed. We have taken on new clients, whose payroll records are a mess, but we are not engaged to fix up any previous mistakes. There are about 8 years worth of timesheets that weren't used in payruns (owner used to create an unshceduled payrun every week and manually put in the hours from the submitted timesheet!). Would be great if we could clear them out or mark as Processed, so that they don't appear for us every week when we process current payroll
Yana Kalugina
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51 votesYana Kalugina
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123 votes
Hey folks, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding timesheet reminders ⏰
We understand that the ability to easily remind employees to fill out timesheets would make things easier and save you time.
Our product team is currently investigating potential solutions for this but at this early stage there are no specific time frames available. We’ll be sure to let you know if there’s any change, though!Yana Kalugina
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402 votesYana Kalugina
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334 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
Yana Kalugina
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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…
Yana Kalugina
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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…Yana Kalugina
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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.
Yana Kalugina
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6 votesYana Kalugina
shared this idea
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When reconciling bank feed transactions, can we please have a drop down at the top of the page (maybe next to the new search and filters), where we can choose how many items are shown per page? For example, 10 / 25 / 50 / 100 items per page?