Settings and activity
113 results found
-
73 votes
Annie Thorne
supported this idea
·
-
514 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
·
-
37 votes
Hi Natascha thanks for raising this here. Appreciate the need for having Split payment available on both steps. We're moving this idea to gain more support from the community. We'll monitor this space for more traction. You can now share this idea with your friends and colleagues so they can add their vote too.
Annie Thorne
supported this idea
·
-
56 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
·
-
36 votes
Thanks for everyone's feedback on your experience with auto bank rec, here. The aim of this feature is to improve and build more efficiency in your reconciling your bank account, however we understand and appreciate feedback here on where users would prefer to more control and options, as well as the option to dismiss the banner.
Right now, as some in the thread have noted auto reconcile can be turned off for each of your bank accounts at any time. From the main Bank Reconciliation screen, click on the ‘Auto-reconcile’ settings button to manage your settings.
We're currently looking into more controls and settings for auto reconcile that may better suit needs shared in this thread, I'll round back to share more on this as it develops.
Annie Thorne
supported this idea
·
An error occurred while saving the comment -
88 votes
Hi team, thanks for the additional insights to those that have shared via the poll in my last update - You can still rank the importance of stats with us anonymously through the link here. 😊
It's truly valuable to get this feedback from customers to understand what insights would be most valuable for our customers to see and action on quickly.
Right now we don't have immediate plans, but we'll take these learnings into future planning to continue to develop automated bank rec, and I'll share if there are any updates with you all 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.
-
41 votesAnnie Thorne
supported this idea
·
-
12 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
·
-
49 votesAnnie Thorne
supported this idea
·
-
37 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
·
-
20 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.
-
98 votesAnnie Thorne
supported this idea
·
-
24 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
·
-
187 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
·
-
63 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
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
·
-
Homepage - Ability to control what messages and adverts appear
-
Xero%20homepage.docx 64 KB -
Auto%20Reconcile%202.png 7 KB -
Set%20Up%20Payments%20-%20every.%20single.%20invoice..png 76 KB -
Auto%20Reconcile%201.png 5 KB -
Syft.png 7 KB -
Chasing%20Payment%201.png 4 KB -
Case%20-%20Dashboard%20Banner%20%E2%80%93%20Xero%20Central.pdf 133 KB -
Screenshot%202025-09-02%20at%2011.40.45.jpg 153 KB
72 votesThanks 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
·
-
-
122 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
·
-
49 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
563 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
·
-
-
14 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
·
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 ...