Settings and activity

2 results found

1. Chart of Accounts - Ability to lock individual accounts

   32 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   15 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your idea, Sarah - We'll get a sense of the interest here.

   Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this? 

   An error occurred while saving the comment
   Jim Harrop commented  ·  06 June, 2025  ·  Edit…  ·  delete…

   I assume Xero hasn't looked at developing the option to lock CoA for some users. We have 200 + Xero accounts (volunteer groups) and each Xero file they keep playing with the CoA and now nearly impossible to consolidate the figures.

   Save Submitting...

2. New Invoicing - Feedback

   • 

   14 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   46 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
   We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.

   There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve also developed smart suggestions for due dates based on common dates people use most, or you can use Xero’s keyboard shortcuts to save time entering dates in Xero. If you have set a default due date in your invoice settings this will be applied when using new invoicing.

   Not being focused on a single idea alone, we’re going to close this thread, but please rest assured that we are taking on board your valuable feedback and there are even a couple of existing ideas mentioned in your feedback that you could join to monitor progress on, such as being able to reduce the number of steps and clicks involved in new invoicing, New Invoicing - Add line number, Invoice | Less clicks for printing PDF and sending receipts, and Invoicing | History - Show detail of action made.

   Our invoicing product team are very keen to keep improving new invoicing and encourage you to start a new idea if you’re unable to find an existing one that matches your needs.

   Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
   We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.

   There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve… more

   An error occurred while saving the comment
   Jim Harrop commented  ·  30 August, 2024  ·  Edit…  ·  delete…

   when you copy to invoice in new invoicing the tracking categories are a nightmare to delete with the massive pop ups. Can you please reduce the size back to how it was.

   Also, the account code box is too small to see most of the account code name, now I have to click on the box and tap the right key.

   Curious was this even beta tested??

   Save Submitting...