Settings and activity
27 results found
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5 votes
An error occurred while saving the comment 
Nadine Hyslop
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11 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
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330 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
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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
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464 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
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470 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
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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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440 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Nadine Hyslop
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662 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
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396 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
An error occurred while saving the comment Nadine Hyslop
commented
Is this going to include the loading time too? The classic invoicing you can quickly tab between the columns, although new invoicing you have to wait for it to load and select before changing to next tab. All adds time and causes mistakes/incorrect account charging.
An error occurred while saving the comment Nadine Hyslop
commented
Xero - please add a compact button for this? Like in your reports screen.
"Turn Compact view on or off Compact view reduces the white space between report results."
Compact ON, should significantly reduce the white space and the account/tax/discount/track categories columns all on the right side like it does in classic,
whereas compact OFF should have normal white space plus leaving the accounts etc under the description like you have now.Currently I have to zoom out to 70% to get the view I need on new invoicing which is super annoying when navigating to a new page, and the darn tracking/info columns are in an annoying spot very hard to see what I am looking for!
Nadine Hyslop
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782 votes
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
Nadine Hyslop
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370 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Nadine Hyslop
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New 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
445 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
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97 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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7 votesNadine Hyslop
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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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23 votesNadine Hyslop
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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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11 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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17 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
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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.