Settings and activity
10 results found
-
41 votes
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.
An error occurred while saving the comment 
Damon O'Keefe
supported this idea
·
-
113 votes
Hi everyone, thank you for all your valuable insights of how we could improve Xero inventory to suit your business.
Atm, we don't have direct plans for providing capability to track assembly inventory within Xero, however our product team are doing some early testing of concepts for being able to bundle inventory in Xero.
Quite related to your interests here, we wanted to provide you the opportunity to be a part of this,
If you'd be interested in giving some time to share back with our team on their concepts please answer a few questions through our form here.✍️
This will be a limited pool, however we'll be back to share outcomes of this work with you all here.
An error occurred while saving the comment Damon O'Keefe
commented
We have contractors and also internal labour, and would like to split their revenue on the invoice between accounts, but not to show this on the invoice.
eg
Sales - internal labour hours
Sales - contract labour hoursinvoice shows:
Labour Hours
Damon O'Keefe
supported this idea
·
-
354 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Damon O'Keefe
supported this idea
·
-
56 votesDamon O'Keefe
supported this idea
·
-
231 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Damon O'Keefe
supported this idea
·
-
14 votes
Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve…
An error occurred while saving the comment Damon O'Keefe
commented
New invoicing feedback
Copy to invoice - REMOVE the intermediary step of confirming it's for the same client - superfluous "grist".
If we want to change the client, easy to do this in the one screen!Emailing - Make CC line visible when starting the email process,
- Allow to prepopulate the CC line based on prior interactions with the client. -
124 votes
An error occurred while saving the comment Damon O'Keefe
commented
I understand Xero are trying to make invoicing easy and visible for the plumber on the go using their tablet and pudgy fingers.
But a great many of us have 24-36" screens and sit at a desk either in stand-alone finance roles, or as business partners for the tradie/small business person.
As the finance partners that help a business make decisions, Xero may wish to develop "new" invoicing for the mobile users, and maintain "classic" for those of us that suffer RSI from the data entry.Damon O'Keefe
supported this idea
·
-
38 votes
It’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
An error occurred while saving the comment Damon O'Keefe
commented
The ability to rearrange the order of data entry would be a big improvement in New invoicing.
Currently, the expense code and the Profit Centre are separated by the tax code.
This is not logical or intuitive when entering data.Damon O'Keefe
supported this idea
·
-
Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
-
241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
514 votesThanks 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…Damon O'Keefe
supported this idea
·
-
-
69 votesDamon O'Keefe
supported this idea
·
when entering dates, it is easier and less taxing (haha) to use a period -- . -- rather than a forward slash -- / --.
I could do this in classic, but not in "improved".
Bring back this functionality.
It saves stress on my right hand!