Settings and activity
114 results found
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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
565 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 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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16 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
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480 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
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27 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 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.
To help this idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
Annie Thorne
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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
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9 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.
To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
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
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17 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.
To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
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
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115 votesAnnie Thorne
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12 votes
An error occurred while saving the comment Annie Thorne
commented
I've just noticed that it only pulls in the description, and not the item code.
Xero - when you get round to reviewing this, please can you fix it properly?
Annie Thorne
supported this idea
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17 votes
Thanks for submitting your idea on Xero Product Idea's, Tasha. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
Annie Thorne
supported this idea
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64 votes
Hi everyone, we appreciate all contributions and votes this idea has received overtime.
There are a few different features we'd like to highlight that can aid in the entry of a lot of transaction entry and solve for many of the needs here.
- Non tracked inventory can be used as a means to save details for items you regularly purchase or sell and reduce the need to repetitively enter information such as Description, Price and Account
- Contact defaults can additionally save time from having to enter or update account, and tracking options of your lines
- Add contacts last items from the previous transaction you entered for them if you have contacts you regularly purchase or sell the same items
- NEW drag & drop contents of a field up or down the column - hovering over a field you can click and drag from the dot in the bottom right corner…
Annie Thorne
supported this idea
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9 votes
An error occurred while saving the comment Annie Thorne
commented
Dear god, no!
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43 votes
Thanks for supporting this idea on having leave days visible when submitting timesheets.
We've split this idea up to gauge interest across NZ and AU. You can view and support the NZ idea here.
Make sure you share the idea with your colleagues that this feature could benefit.
All members can also comment to share additional detail about how this idea could improve their experience with Xero.
Annie Thorne
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6 votesAnnie Thorne
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14 votesAnnie Thorne
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7 votesAnnie Thorne
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6 votes
Hi all, we appreciate this feedback raised through a broader idea and would like to better understand the direct interest in this through this idea.
While not in our roadmap atm, this is something we understand the needs in and will keep you updated if there is news to share, here.
Annie Thorne
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461 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
Annie Thorne
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43 votesAnnie Thorne
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29 votesAnnie Thorne
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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