Settings and activity

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1. Projects - Default account for invoice raised from projects

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   2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here? 

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   Chantelle Rogers commented  ·  14 April, 2025  ·  Edit…  ·  delete…

   Yes this really needs to be added along with the cost centers. We had this auto populating & now it doesn't work as of todays update.
   The tasks in the Projects has the costs attached & they use different account codes depending on the task.

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2. Projects account codes, tax codes & cost centres missing when creating draft invoices from projects now since new invoicing

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   0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Chantelle Rogers shared this idea  ·  14 April, 2025

3. Projects - Task list templates

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   submitted  ·  3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Chantelle Rogers supported this idea  ·  14 April, 2025

4. Make projects better

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Chantelle Rogers supported this idea  ·  14 April, 2025

5. New Invoicing - Remember default settings

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   30 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 in classic invoicing. 

   Lastly, but also of importance in this idea is that we have released a new line item grid, where along with other improvements we've renamed the button for column selection so you can now see if there are hidden columns, and your last selection will be retained - we know this was causing some strife for customers and this release will resolve this issue. 😊

   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… more

   Chantelle Rogers supported this idea  ·  14 April, 2025

6. New Invoicing - Make it work with Projects

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   2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Karen, this does sound like odd behaviour and would be good to get a closer look into. I see you've also come into our Xero Support team and they've suggested booking a time to connect and share screen so they can see the behaviour occurring for you. If you can respond to them through your My Cases they can investigate this with you 1-on-1. Thanks

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   Chantelle Rogers commented  ·  14 April, 2025  ·  Edit…  ·  delete…

   Since today the information from the XP projects we have set up is not coming across automatically into the invoicing & I am having to manually enter everything in, the account code, the cost centre & other details that we have automatically set up to populate. This was working fine up until today, I was doing invoicing as per our usual process on late Friday evening early Saturday morning. What update has been done to mess this up? I have also had to hide the discount column & the tax code column as they were ticked to appear again, it is like all of our settings have been changed?? Also why is the invoicing appearing so small now? Its like it is on a compacted view?

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   Chantelle Rogers supported this idea  ·  14 April, 2025