Settings and activity
4 results found
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30 votes
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Joe Van Elburg
supported this idea
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855 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Joe Van Elburg
supported this idea
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475 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
Joe Van Elburg
supported this idea
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455 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
An error occurred while saving the comment Joe Van Elburg
commented
Users - allow for full customizability of users in Xero.
I have a client that needs to have users to just invoice for sales. This is needed as the upgraded access to standard gives them access to the bank account and payables, potentially more confidential information. They can create invoices, edit and pay them. Unfortunately one the payment is posted, they can no longer edit the invoice and needs to contact the bookkeeper every time they need something changed. It would be nice to have full customizable user access in Xero where you can tailor to the specific needs of the client.
Joe Van Elburg
supported this idea
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There should be an option to Show Payment Date on a paid invoice. When you preview, print or email an invoice that has been paid, it just shows "Less Amount Paid". There should be an ability to show that item in the invoicing options in Xero.