Settings and activity
12 results found
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98 votes
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Damon O'Keefe
supported this idea
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194 votes
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
Damon O'Keefe
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47 votesDamon O'Keefe
supported this idea
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190 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
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376 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
Damon O'Keefe
supported this idea
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108 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
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741 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
Damon O'Keefe
shared this idea
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35 votes
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
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106 votes
Hi everyone, we appreciate the need for our customers that send invoices in foreign currency to be able to edit the exchange rate within new invoicing.
Our product team are working on this capability at present and we hope to have it with you all in the coming weeks.
Damon O'Keefe
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New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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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
423 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
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428 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Damon O'Keefe
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64 votesDamon O'Keefe
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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 hours
invoice shows:
Labour Hours