Settings and activity
104 results found
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54 votes
Annie Thorne
supported this idea
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501 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Annie Thorne
supported this idea
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13 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Annie Thorne
supported this idea
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47 votes
Great to see you're getting in to test our new automated bank reconciliation. Can see how this would be useful if you often work with a lot of Xero organisations.
We'll start gauging the interest for this from others here, and our product teams are taking on board all feedback so I'll share if there are any updates. Thanks!
Annie Thorne
supported this idea
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15 votes
Hi!
Thanks for sharing your suggestion about hiding this prompt.
We've reviewed your idea and you might like to share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
Annie Thorne
supported this idea
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An error occurred while saving the comment -
75 votes
Thanks so much for the interest in this idea, everyone! We're currently exploring how we could make automation more visible from the Homepage/Dashboard. 🙂
So, imagine we updated the bank account widgets. How would you rank the importance of different statistics? Complete our short, anonymous poll here.📊
An error occurred while saving the comment Annie Thorne
commented
Once I've switched off/opted out I do NOT want to see it again.
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36 votesAnnie Thorne
supported this idea
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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
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44 votesAnnie Thorne
supported this idea
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30 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
commented
Yes, this would absolutely be a smart thing to be able to do. Baffles me that we can't already.
Annie Thorne
supported this idea
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6 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
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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.
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87 votesAnnie Thorne
supported this idea
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17 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
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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
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43 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
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32 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
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801 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
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115 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
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45 votesAnnie Thorne
supported this idea
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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
541 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
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Agreed.
Having switched it off/opted out it should not be cluttering up my screen.
Helpfully, when I logged this as a support issue I was advised I could just get a bigger monitor ...