Settings and activity

9 results found

1. Invoicing - Add Expected Invoice Payment Date within Invoice

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   submitted  ·  23 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Evert Ehlers supported this idea  ·  19 March, 2025

2. New Invoicing - History to include if invoice is resent

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   81 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

   Evert Ehlers supported this idea  ·  19 March, 2025

3. Navigation - Freeze bar at the top of the page to save scrolling

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   37 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂

   Evert Ehlers supported this idea  ·  19 March, 2025

4. Invoicing - Remember default settings

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   31 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 in classic invoicing. 

   Lastly, but also of importance in this idea is that we have released a new line item grid, where along with other improvements we've renamed the button for column selection so you can now see if there are hidden columns, and your last selection will be retained - we know this was causing some strife for customers and this release will resolve this issue. 😊

   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… more

   Evert Ehlers supported this idea  ·  19 March, 2025

5. New Invoicing - Option to switch Autosave off

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   237 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate and thank you for contributing to product ideas. The implementation of autosave in new invoicing originally came from feedback we received from our community - Many customers entering invoices, where their data could be lost if they closed the window or logged out of Xero accidentally. 

   With the move from classic to new invoicing in the past year we appreciate hearing more feedback on this feature from our community. There are differing points of impact that you’ve shared, and is all highly valuable information to our product teams. 

   However, to set a realistic expectation we want to be honest that we don’t have any planned work for removing auto save.

   If you find something you suspect could be a bug and isn’t working correctly in autosave, we recommend raising this with our Support team via Xero Central and providing details - This way our team can investigate and escalate directly with our product team if there’s an issue.

   We know this isn’t the response you’re hoping for, but hope that giving more clarity will ease some ambiguity. This does not mean we’d never make a change, and should any plans surrounding autosave be made we’ll gladly update you of this, here. 

   For the time being, as autosave kicks in once you add a contact to your invoice, if you’d really like to prevent your invoice from saving as you're entering data you could avoid adding the Contact until you're ready for Save to kick in.

   Hi everyone, we appreciate and thank you for contributing to product ideas. The implementation of autosave in new invoicing originally came from feedback we received from our community - Many customers entering invoices, where their data could be lost if they closed the window or logged out of Xero accidentally. 

   With the move from classic to new invoicing in the past year we appreciate hearing more feedback on this feature from our community. There are differing points of impact that you’ve shared, and is all highly valuable information to our product teams. 

   However, to set a realistic expectation we want to be honest that we don’t have any planned work for removing auto save.

   If you find something you suspect could be a bug and isn’t working correctly in autosave, we recommend raising this with our Support team via Xero Central and providing details - This way our team can… more

   Evert Ehlers supported this idea  ·  19 March, 2025

6. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

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   497 votes

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   80 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

   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… more

   Evert Ehlers supported this idea  ·  19 March, 2025

7. Invoicing - Make the History & Notes the same as in Classic Invoicing

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   167 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   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. 

   Evert Ehlers supported this idea  ·  19 March, 2025

8. New invoicing - Change options when printing from 'Cancel' to 'Leave as is'

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Evert Ehlers supported this idea  ·  19 March, 2025

9. Xero Accounting app - Bill receipt analysis

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   submitted  ·  3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Evert Ehlers shared this idea  ·  23 July, 2024