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68 results found

  1. Email - Ability to cc and bcc sent emails

    97 votes

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    15 comments  ·  Users & setup » Navigation  ·  Admin →
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    submitted  ·  AdminKelly M (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  · 

  2. New Invoicing | Send - Placeholder for reference

    4 votes

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    submitted  ·  0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  3. Invoicing - Add Expected Invoice Payment Date within Invoice

    91 votes

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    submitted  ·  27 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  4. Batch payments - Ability to include credit notes

    904 votes

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    167 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminKelly M (Community Manager, Xero) responded

    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.

    Olga O'Keefe supported this idea  · 

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

    257 votes

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    61 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  AdminKelly M (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  · 

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

    351 votes

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    27 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly M (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  · 

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

    560 votes

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    97 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly M (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…
    Olga O'Keefe supported this idea  · 

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

    60 votes

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