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19 results found
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26 votes
Thanks Daniel, and really appreciate your feedback in relation to the recent release and update of the idea you've linked - Feedback you share on our Status updates also get back to the teams involved so they've received your comments there too!
Not meaning to cut the curb the conversation, but we do sometimes need to make tough decisions of when to change the status of an idea.
It's great to get a fresh sense and understanding of interest in further improvements to this feature that our Projects product team can consider development for.
I've slightly amended the title of your idea to reflect the abilities to search and filter within this view and it's really good to have this detail from you of the specific fields and ways in which you'd make use of this change.
We'll begin feeling out the community interest on the idea here, and can…
Joseph Cronin
supported this idea
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10 votes
Hi team, rounding back on this idea I want to be open that as each line of your bill can be assigned to a different project of contact this isn't something we have direct plans of adding to the list view.
However, as you may have found we have released quick view of bills for all users (the eye icon) that will allow you to open a bill on the right side of the page so you can review and take action on bills without having to leave the list.
We appreciate this isn't the exact result as asked for here, but may help solve some needs.
Joseph Cronin
supported this idea
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28 votes
An error occurred while saving the comment Joseph Cronin
supported this idea
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485 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
Joseph Cronin
supported this idea
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418 votes
Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.
We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.
Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;
- Edit the invoice to apply a discount directly
- Edit the invoice to add a negative line that directly draws down the total amount of the invoice
- Apply a credit to the invoice for the portion of the discount
We'd recommend connecting with your Xero advisor…
Joseph Cronin
supported this idea
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515 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
Joseph Cronin
supported this idea
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452 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Joseph Cronin
supported this idea
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499 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
Joseph Cronin
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
572 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…
Joseph Cronin
supported this idea
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622 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
Joseph Cronin
supported this idea
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540 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Joseph Cronin
supported this idea
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542 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Joseph Cronin
supported this idea
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525 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 &…
Joseph Cronin
supported this idea
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541 votes
Hi team, thank you for sticking with us on this one. Online bill payments are now live in Australia through Airwallex, so you can pay supplier bills directly from Xero without logging into online banking.
As mentioned in my last update;
- In the US we have bill pay powered by Melio, with quick payments and contact syncing.
- We offer bill pay with Crezco for our UK customers, including international payments with 32+ currencies supported.
We’re reviewing the experience across additional regions and will continue to share updates as we learn more and make further progress.
Joseph Cronin
supported this idea
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
Joseph Cronin
supported this idea
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940 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Joseph Cronin
supported this idea
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1,296 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
Joseph Cronin
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9 votesJoseph Cronin
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26 votesJoseph Cronin
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Please allow for the export of bills from a specific project instead of exepnse line items from bills which are completely meanigless. When preparing a customer invoice for a project it is impossible to provide the required documentation for a claim as Projects does not export bills assoicated with the project. For example, air faires, hotel bills, parts, services should be easily exportable to send with an invoice.
This is the most basic function of project expense accounting.