Settings and activity
99 results found
-
36 votes
Annie Thorne
supported this idea
·
-
8 votes
Thanks for sharing your feedback with us. Though not a direct solution of what’s being asked here we wanted to share that our product team has been focused on autosave improvements to help reduce lag, and help your invoices load and save faster.
As we continue to develop invoicing in Xero, our team will keep considering how autosave events are displayed in your invoice history. We'll share any future updates on reducing these events or providing more control over what you see, here. Thanks
Annie Thorne
supported this idea
·
-
43 votesAnnie Thorne
supported this idea
·
-
28 votes
Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
An error occurred while saving the comment Annie Thorne
supported this idea
·
-
4 votes
Hi Fiona and Annie, thanks for raising this here. Appreciate the need to move the feature to an area where it is accessed with intention and not accidentally. We've moved this idea to gain more support from the community and allow other users like yourself to share their thoughts. We'll monitor this space for more traction.
Annie Thorne
supported this idea
·
An error occurred while saving the comment Annie Thorne
commented
I've just logged a support case to have this info bar removed from my screen. Having switched auot-reconcile OFF I don't need this taking up space (or being clicked inadvertently).
We were told that using the JAX stuff would be optional. I have never opted in. This should not be just appearing at random.
-
87 votesAnnie Thorne
supported this idea
·
-
16 votes
We understand why this idea is quickly gaining traction. Being able to start typing in the search bar as soon as the contacts page loads would be a small but meaningful improvement.
Right now, the cursor doesn’t land in the search bar by default, so it’s an extra click each time.
This idea's now in the Gaining Support stage. If it’s something that would make a difference to your workflow, adding your vote or comment helps us understand the wider demand—and gives our product team more to work with when prioritising updates.
We’ll post here with any changes or progress.
Annie Thorne
supported this idea
·
-
174 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
An error occurred while saving the comment Annie Thorne
commented
The contact name field is coming up as "Contact name must be unique", which is limiting when it's entirely possible there's more than one person with the same name.
Can Xero find a solution to this? If other attributes, such as email address, are unique?
How do other people get around this scenario?
Annie Thorne
supported this idea
·
-
42 votes
Hi team, we want to be upfront that we don't have immediate plans for enabling the ability to create multiple draft pay runs in NZ Payroll.
If this is something you'd like to see developed for NZ Payroll please add your vote here and we will continue to get a sense of the overall interest from community, and can share if there are any plans made.
An error occurred while saving the comment Annie Thorne
commented
This would be such a useful feature and make life easier and more efficient, particularly over holiday periods
Annie Thorne
supported this idea
·
-
28 votes
Thanks for your feedback about this.
The community can now get behind and support this idea.
Along with votes, other members can now comment to share their thoughts.
Annie Thorne
supported this idea
·
-
790 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Annie Thorne
commented
Any progress on this? I need to be able to account & reconcile for two invoice payments and a credit in a single transaction and can't see how this is possible unless I do them all individually which then doesn't reflect the actual line in the bank account. So frustrating
Annie Thorne
supported this idea
·
-
114 votes
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
An error occurred while saving the comment Annie Thorne
commented
It baffles me that this is not an option.
Currently trying to credit an invoice that was paid two months ago and to have to go through all the steps and create from scratch is painful.
Not to mention that as I started with trying to create from invoice I've also created an unnecessary invoice that has, of course, magically autosaved ... so now I have to void that as well.Annie Thorne
supported this idea
·
-
44 votesAnnie Thorne
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
538 votesHi 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…
An error occurred while saving the comment Annie Thorne
commented
Yet another example of where 'new' invoicing doesn't have the "feature parity" we were promised, and still no acknowledgment that this was a feature that was working perfectly and was inexplicably removed.
I guess the team being "across the idea" is something ... now we wait for them to finish their "deep dive". I think there's enough buzz words for a full bingo card
An error occurred while saving the comment Annie Thorne
commented
I'll add my support to this - I need to be able to have text only lines in some invoices. For frequently used text - reiteration of my payment and cancellation policies, as an example - I have this saved as a "product" so it can be quickly added when needed. Obviously there is no financial value to this, and so it currently looks absolutely ridiculous.
Please listen to your users requesting this - really useful, really simple - feature to be retained in the 'new' invoicing.Annie Thorne
supported this idea
·
-
-
11 votes
Thanks for sharing your thoughts and adding your vote to this idea! We totally get how important it is to keep your customer contact info accurate and up to date. An automatic update feature through invoicing sounds like a great way to save you some valuable time.
Right now, if you send an invoice to an email that’s not already linked to a contact, you’ll need to add that email manually in Xero. The current setup is designed to be flexible so you can send invoices to multiple emails without changing the contact record. But we can definitely see how this feature would speed things up for you.
This idea is now in the “Gaining Support” phase, which means it’s open for votes and comments. We’re keeping an eye on how much interest it gets from the community. Your vote really helps us understand how much this feature matters to…
An error occurred while saving the comment Annie Thorne
commented
Thing is, this was a change from the original invoicing.
Now, it sounds like a good idea!
Why was it removed?
Why does nobody at Xero ever acknowledge that some of the changes (removal of features) isn't the "feature parity" we were assured of?An error occurred while saving the comment Annie Thorne
commented
@Kelly, when the final push to new invoicing was being forced on us and there were the consult calls with users and the product team, we were assured there would be "feature parity". How is changing the behaviour like this feature parity?
An error occurred while saving the comment Annie Thorne
commented
Yes, I support this. 100%
I have just been caught out as I didn't realise this was a "feature" of new invoicing. Overdue invoice and the reminder didn't get sent as there was no email attached to the contact despite the invoice being emailed out to the client.
I rarely email invoices (which is why I want 'approve' as my default), but when I do I really don't want to have yet more additional steps.Annie Thorne
supported this idea
·
-
457 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
An error occurred while saving the comment Annie Thorne
commented
Please reconsider the decision around autosave in 'new' invoicing. It's a nightmare. Users should have the option to use it or not.
Because there is a lag in invoicing and I type and tab more quickly than invoice can manage ... I tab through the dates and find myself in the invoice number field, which means I type over it and get a nonsense invoice number. Then I have to come out. Find what the next invoice number in the sequence should be and start all over again.
All extra - maddening - steps I never had before.
Either xero needs to speed up and lose the lag, or autosave needs to go, or - ideally - both things could happen.An error occurred while saving the comment Annie Thorne
commented
This is - yet again, and unsurprisingly - so disappointing. I mean, great that you take some used feedback on board and implement changes. But, why is it that you can't also see that there's a group of users who don't want this 'feature'?
Provide an option to switch it off, like Microsoft does! Provide an option to undo, like ... everybody else does.Autosave is slowing things down - I have to slow my tabbing (or flipping clicking) for it to keep up. Which is bonkers.
I see comments, including in this thread, that Xero is changing stuff to appeal to the small time users, which I find odd. I mean, that's how they started, right? I can't speak for anyone else, but I am a single-person, solopreneur TINY business that does very little invoicing. I can assure you the changes don't appeal to me at all. They drive me batshit crazy. When I first started with Xero I could just do it all intuitively, and without any coaching or experience. It just worked. I use a range of tech in my - just me, doing all the things - business, and am not unable to figure things out and pick things up as I go. I actively loathe Xero and the recent changes they have implemented, and dread what else is coming our way. Very sad.
An error occurred while saving the comment Annie Thorne
commented
Any progress on this?
At this point I'd take this over reducing the grid size if I was forced to make a choice. The permanent auto save is an absolute nightmare, and the fact that there is no back/undo option is beyond bonkersAn error occurred while saving the comment Annie Thorne
commented
Yes, yes, yes! I'm in agreement with both of these points.
Annie Thorne
supported this idea
·
-
22 votes
Hi everyone, an update to my earlier message:
This change was specific to users of the Australian payroll.
Apologies, and we'll shift this idea back to 'Submitted' so we can continue to track and share if there are developments in New Zealand Payroll.
However, at the moment this is not in the team's plans.
- If you operate across multiple regions, and are interested in reading more, I've updated this idea. which is specific to AU.
Thanks for your understanding.
Annie Thorne
supported this idea
·
-
4 votes
Thank you for your idea to add a timesheets widget to the dashboard to show the number of timesheets awaiting approval.
We've reviewed your idea and have opened it up to other members to vote and share any additional ideas about how your idea could improve their experience with Xero. We'll keep you updated!
Annie Thorne
supported this idea
·
-
6 votes
An error occurred while saving the comment Annie Thorne
commented
agree! It would make the process much smoother if an approved leave absence imported in to the timesheet.
Annie Thorne
supported this idea
·
-
14 votes
An error occurred while saving the comment Annie Thorne
commented
Any update on this request? It would make my admin much, much smoother - particularly over holiday periods and other absences - if I could batch up my time sheet entry.
I'm sure there are more than 13 users that would vote for this if they knew it existed!!!Annie Thorne
supported this idea
·
Yes, this would absolutely be a smart thing to be able to do. Baffles me that we can't already.