Settings and activity
5 results found
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440 votes
Thanks 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…Jacqui Rood | Girl Friday Ltd supported this idea · -
1,095 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…
Jacqui Rood | Girl Friday Ltd supported this idea · -
773 votes
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
An error occurred while saving the comment Jacqui Rood | Girl Friday Ltd supported this idea · -
650 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.
An error occurred while saving the comment Jacqui Rood | Girl Friday Ltd commentedI have decided to trial your new invoicing for the 2nd time since Xero is now forcing us to... as you'll be removing classic invoicing at the end of the year... our whole team have trialled the new invoicing and we have all aborted as we do not like it and it SLOWS US DOWN! It certainly is NOT faster. When I review invoices, we have multiple documents attached to the invoice. I open all these to reconcile the invoice that has been drafted, before I can approve and send. The new invoicing system, opens each document up in a new tab. Classic invoicing has the pop up window and I can just click next for each view. Now I have to toggle between multiple tabs and work on two screens. It is slow and is adding at least 5min to each approval and we have LOADS of invoices. Your new system also does not keep track of who we emailed the invoice to. We have multiple departments per client and we like to refer to the prior invoice to see who we have emailed the invoice to. That log has not disappeared in history and notes. You have also removed the expected date button in history and notes as we add in another date before exiting out of the invoice. Now we have to go to awaiting approval and search for the invoice to add the date. This adds TIME. And there are a few clients that we have to manually send the invoice to, as their inboxes will not accept invoices sent from Xero due to security reasons. With the old system, we could mark the invoice as sent to show that we have sent it. The new system just reflects as not sent. Now we have to go into the invoice and manually check a box. I fear November as this system is CLUNKY. It's not streamlined.
Jacqui Rood | Girl Friday Ltd supported this idea · -
762 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Jacqui Rood | Girl Friday Ltd supported this idea ·
In classic invoicing if you want to delete a line, it's one click. Now it's two clicks. If there are 25 lines... that increases to 50 clicks!!!!!