Settings and activity

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1. New invoicing - Ability to cancel out of draft sales invoice

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   4 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate you raising this again, Tom. While it's possible to Delete a draft invoice as new invoicing has autosave built in it's not possible to just cancel out without saving once a contact has been entered.

   We'll keep track of the specific interest for this here, and I have merged the original idea that was created around this in with this one.

   Olga O'Keefe supported this idea  ·  13 August, 2024

2. New invoicing - Untick sent when invoice is edited

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   4 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your idea and feedback, Maria. I'm just checking in with the team on the history for the send in the second part of your post here.

   In terms of the sent box being ticked. This is automatically ticked when the invoice is initially sent and does not change when an invoice is subsequently edited. Appreciate this might be something that would help your processes and I've slightly amended the title of the idea for this.

   While we don't have any plans for this right now, we'll begin to get a sense of the interest in this, here.

   Olga O'Keefe supported this idea  ·  13 August, 2024

3. New invoicing - Option to turn off 'mark as sent' pop-up

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   submitted  ·  9 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Olga O'Keefe supported this idea  ·  13 August, 2024

4. New invoicing - Issue date end of last month

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   submitted  ·  4 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Olga O'Keefe supported this idea  ·  13 August, 2024

5. New Invoicing - Type the date manually, without / delimiters

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   8 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.

   Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.

   Olga O'Keefe supported this idea  ·  13 August, 2024

6. New invoicing - Set default for 'save'

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   5 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we've recently released shortcuts in new invoicing that cut down the number of mouse clicks and help you perform actions on your invoice with the use of your keyboard. 

   We've added small prompts to highlight these shortcut combinations in product, and if you’d like to view the full list of options you can view them all on Xero Central. 

   While save options were explored as part of this work, the only keyboard shortcut right now is Save & close (Alt-Shift-C).

   Another option you may want to test for yourself is the '/i' keyboard shortcut. As new invoicing has auto save when you're ready to add another invoice, you could simply type '/i' on your screen. This will open the global search in the blue header with options to go to All invoice, or Create new invoice which you could either click or use Tab to select.

   I appreciate this isn't a direct solution to what's been asked here and we'll continue to track and update if there are any more changes to share, here. Thanks

   Hi community, we've recently released shortcuts in new invoicing that cut down the number of mouse clicks and help you perform actions on your invoice with the use of your keyboard. 

   We've added small prompts to highlight these shortcut combinations in product, and if you’d like to view the full list of options you can view them all on Xero Central. 

   While save options were explored as part of this work, the only keyboard shortcut right now is Save & close (Alt-Shift-C).

   Another option you may want to test for yourself is the '/i' keyboard shortcut. As new invoicing has auto save when you're ready to add another invoice, you could simply type '/i' on your screen. This will open the global search in the blue header with options to go to All invoice, or Create new invoice which you could either click or use Tab to select.

   I… more

   Olga O'Keefe supported this idea  ·  13 August, 2024

7. New invoicing - Option to leave date field blank like classic invoicing

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   submitted  ·  11 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Olga O'Keefe supported this idea  ·  13 August, 2024

8. New invoicing - Searching items by start of field

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   submitted  ·  5 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Olga O'Keefe supported this idea  ·  13 August, 2024

9. New invoicing - Print packing slip in one click

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   submitted  ·  6 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Olga O'Keefe supported this idea  ·  13 August, 2024

10. Invoicing - Include PDF attachment when emailing invoice

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    16 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.

    So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.

    What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.

    We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research and testing around this flow - finding that businesses that have a payment service attached are likely to get paid faster, along with this taking customers directly to the payment screen has increased the rate at which businesses receive payment.

    While it's only shown for some users that have payment services set up at present, we're looking to roll this change out wider to all invoices. We know it can take a bit of getting used to the change but believe that many people will quickly grow familiar with this.

    Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.

    So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.

    What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.

    We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research… more

    Olga O'Keefe supported this idea  ·  13 August, 2024

11. New invoicing - Assign next number in sequence when number removed

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    54 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks to everyone that completed and fed back through our earlier survey. We appreciate you sharing needs in sequential invoice numbering and will continue to consider these needs as we evolve invoicing in Xero.

    Right now, we want to be upfront that there are no direct changes planned for how invoice numbers are assigned.

    We'll keep monitoring interest of this here and will update if there are any developments.

    Olga O'Keefe supported this idea  ·  13 August, 2024

12. Email - Ability to cc and bcc sent emails

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    15 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing. 

    With this new side-by-side view you'll find you can also CC and BCC other emails 🎉

    While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!

    Olga O'Keefe supported this idea  ·  13 August, 2024

13. New Invoicing | Send - Placeholder for reference

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    submitted  ·  1 comment  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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    Olga O'Keefe supported this idea  ·  13 August, 2024

14. Invoicing - Add Expected Invoice Payment Date within Invoice

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    submitted  ·  27 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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    Olga O'Keefe supported this idea  ·  13 August, 2024

15. Batch payments - Ability to include credit notes

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    186 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  delete…  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.

    This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.

    We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.

    At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions, and work specifically on credit note application within batch payments hasn’t been roadmapped.

    We’ll keep reviewing this opportunity through our regular product planning process, and we’ll share any updates here as soon as there’s more to report.

    Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.

    This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.

    We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.

    At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,… more

    Olga O'Keefe supported this idea  ·  13 August, 2024

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

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    267 votes

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    72 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks

    Olga O'Keefe supported this idea  ·  13 August, 2024

17. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

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    31 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works. 

    For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.

    In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.

    You can continue to vote on this idea so if our position changes in the future we will update you all, here. 

    Olga O'Keefe supported this idea  ·  13 August, 2024

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

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    98 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

    Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

    To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

    • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax rate.

    Work required to enable inventory only description lines is deeper than the surface of invoicing itself. The teams required to develop this are very much across the idea here, and would like to dive deeper into this but it's not in our pipeline just at this point. We'll be sure to keep you updated if this work is picked up. Thanks for your engagement.

    Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

    Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

    To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

    • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax… more
    Olga O'Keefe supported this idea  ·  13 August, 2024

19. Invoicing / Bills | List views - Freeze top row and first column

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    submitted  ·  9 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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    Olga O'Keefe supported this idea  ·  13 August, 2024