Settings and activity
27 results found
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1 vote
Nadine Hyslop
shared this idea
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49 votes
Hi everyone, returning from my last update I wanted to confirm that we have released generative answers in Xero in app help for all customers.
We appreciate this isn't a direct live chat feature that is being asked for in this idea and will move the status back to Submitted, however we'd recommend giving this a try when you're next looking for an answer while working in Xero.
This feature takes into account what page you’re viewing, and the version of Xero you use, to do the best to ensure that the information provided is relevant to you.
Live chat is not something we have planned at this stage but if any steps are planned toward this, we'll let you know here.
Nadine Hyslop
supported this idea
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31 votes
Thanks for the detail of why the Short term cashflows option is not viable for you here, Karl.
We don't have any immediate plans around this but will keep an eye on the appetite here and let you know if there's any plans made.
An error occurred while saving the comment Nadine Hyslop
supported this idea
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6 votes
An error occurred while saving the comment Nadine Hyslop
commented
I agree with the title on this one - group transactions by month.
We need this option when pulling reports to sort/fix/tidy over multiple months. Currently it still sorts it by invoice date which doesnt help anything, rendering date sorting useless.
Nadine Hyslop
supported this idea
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13 votes
An error occurred while saving the comment Nadine Hyslop
commented
Yes! I've just been directed to the 'receivable invoice detail' report, however for a year of transactions I can see that being a big job to sift through everything.
Basically we are not a retail business but use untracked item codes for pricing reasons on our services for easy adjustment (and some line items have set line info which saves time). We cant use the tracking categories as that is used to track which truck was used.
We are only human - so we need to be able to run a report to see a certain range of our sales accounts have been mistakenly left out being assigned to these items as it will affect the overall pricing at EOY.Nadine Hyslop
supported this idea
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419 votes
An error occurred while saving the comment Nadine Hyslop
commented
YES! Firstly, I actually really like the auto-save feature, as some afternoons our internet gives up for an hour or so.
BUT, I can't count how many times I've been interrupted and thought I copied the invoice then wind up completely clearing that customers one only to find out I never copied it and have now lost the info. This means a lot more work going back through papers to re-create the original invoice (hopefully we haven't lost income from this).Please Xero, if you can't turn it off (or don't want to) at least create some sort of 'undo' feature to avoid these kinds of mistakes happening!
Nadine Hyslop
supported this idea
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9 votes
An error occurred while saving the comment Nadine Hyslop
commented
Yes! have attached screenshot. It seems pointless to have the selection of 'today' when it defaults to today when creating the invoice.
"end of last month" would be better for us, however "Yesterday" would be a start I could live with haha.Nadine Hyslop
supported this idea
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476 votes
An error occurred while saving the comment Nadine Hyslop
commented
Hi Kelly, "Credit Limits" does not work for service businesses it just adds more admin. Please match the same option of being able to "flag/marker" both invoices + bills in the case of an instalment plan or in dispute.
Maybe something as simple as making all the info red similar to how the due dates are highlighted red when overdue? It would be good to show on the dashboard to below the 'overdue' ones.Nadine Hyslop
supported this idea
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485 votes
An error occurred while saving the comment Nadine Hyslop
commented
Yes! Expenses also. Also ability to flag both invoice/bill if instalment plan or query happening.
An error occurred while saving the comment Nadine Hyslop
commented
Yes I need this option! So many times I've accidentally hit the Approve button instead of save!
I use the awaiting approval as editing draft invoices that get more added to them before the end of the month (such as weekly corporate contracts) cause then I'm not creating a new invoice every single time.
An alternative would be to swap the save and approve buttons, so the 'Save' is in the green on the right side.Nadine Hyslop
supported this idea
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23 votes
Hi everyone, along with AU and NZ it is now possible to send approved invoices electronically through the Peppol network in the UK. 😊
We'll shift the idea back to submitted again with other regions interested in this feature and will let you know if there are any further plans made around this.
For those interested in the ability to bulk send eInvoices - we have a separate idea for this that you can join and follow.
An error occurred while saving the comment Nadine Hyslop
commented
***Please allow these to be sent in bulk too! Currently you have to go into each individual invoice to send by e-invoice! ***
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724 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment Nadine Hyslop
commented
Very important to show the invoice # copied from, I use this feature frequently and sometimes make mistakes and need to track back to this!
Nadine Hyslop
supported this idea
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402 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Nadine Hyslop
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
491 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…Nadine Hyslop
supported this idea
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104 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
An error occurred while saving the comment Nadine Hyslop
commented
This is infuriating on the new invoicing!! We add discounts to 3/4 of our invoices mostly for FAF so the option to set % as default is going to keep invoicing smooth for me. If not, it will be yet another feature that adds to my workload. Xero, fix this before September!
Also the accounts/tracking categories need to stay in the columns (not hidden underneath each line) for large invoices this will also make things difficult.Nadine Hyslop
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8 votesNadine Hyslop
supported this idea
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An error occurred while saving the comment Nadine Hyslop
commented
So... I didnt realise this was a total separate thing, and have been cashing out AL using AL and putting 'Cash out' in the comment.
Because of this ridiculousness, I literally only just found out a couple of weeks ago that we have been overpaying annual leave to our employees due to this cashed up leave being included in the calculations AND also Xero's auto calculations have been excluding actual information entered on payslips and timesheets (our employees have varied hours every week).
Alt leave balance in hours is also not lawfully correct - should be in days.Such a nightmare Xero's payroll is around Leave atm.
Cmon Xero sort it out, shouldnt need to do things manually when you have the information in the system. There are laws we need to be following here and you are making it very hard!
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24 votesNadine Hyslop
supported this idea
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3 votes
An error occurred while saving the comment Nadine Hyslop
commented
Hmm I wonder if you can just put it as per pic attached? Only problem is, it wont have the expiry date option, and I dont know if it affects IRD when posted through.
We have an employee considering doing this in the near future so Id love to know what Xero's solution is here too - seems unfair to stop our payments to them.
Nadine Hyslop
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8 votesNadine Hyslop
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12 votesNadine Hyslop
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An error occurred while saving the comment Nadine Hyslop
commented
Yes! Super annoying every week to right click on timesheets under first employee and open like 10 tabs to separately click on each employee haha. Minor but frustrating.
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18 votes
An error occurred while saving the comment Nadine Hyslop
commented
I agree! We just did a mini loan for an employee and they are paying it back on a weekly basis. It would be good to set up the total balance owed + weekly deductions (statutory deductions have this option already on some things - see photo). Doing it manually is just yet another thing to try and remember when its all paid up (and a risk of over-deducting!).
Nadine Hyslop
supported this idea
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Super annoying! We deal with a few corporate companies with strict dates of payment, so it makes it easier for reporting when I add the expected dates for those.
Currently we can multi-select which is great, but there is no option for adding an expected payment date in the drop-down menu!
If it can be done in billing, why not invoicing?