Settings and activity
16 results found
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77 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
An error occurred while saving the comment 
Naomi Gibbins
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175 votesNaomi Gibbins
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An error occurred while saving the comment Naomi Gibbins
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Invoices that are only in DRAFT should be able to be deleted. Once approved they must be retained.
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16 votes
Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
An error occurred while saving the comment Naomi Gibbins
commented
This would be very useful. Have had to follow the steps above more than once to make corrections.
Naomi Gibbins
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353 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
An error occurred while saving the comment Naomi Gibbins
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Essential to know when an invoice has been sent. Useful to know who sent it.
Naomi Gibbins
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8 votes
Appreciate you raising this again, Tom. While it's possible to Delete a draft invoice as new invoicing has autosave built in it's not possible to just cancel out without saving once a contact has been entered.
We'll keep track of the specific interest for this here, and I have merged the original idea that was created around this in with this one.
An error occurred while saving the comment Naomi Gibbins
commented
Sometimes an error is made & the cancel button is much more efficient than trying to remember what was there & put it back. Cancel is essential.
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5 votes
An error occurred while saving the comment Naomi Gibbins
commented
This is crazy. We've had this problem too. Surely everyone sends copies of invoices when one is overdue? We certainly need to be able to send the email from in Xero & for there to be a record of having done so. The current method does not record that the invoice has been followed up & therefore we need to make a note - another wasted of our time for something that we used to be able to do automatically.
Naomi Gibbins
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410 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Naomi Gibbins
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An error occurred while saving the comment Naomi Gibbins
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I don't what keyboard shortcuts - I want to be able to choose between Approve & Approve & email depending on which client it is. We do not always need to email.
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24 votes
An error occurred while saving the comment Naomi Gibbins
commented
Great idea.
I'd also add there's little point in having changes saved when an invoice is in draft - it's not approved yet so this detail is a waste of time.
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103 votes
Hi everyone, we wanted to return and give you an update here. As mentioned in our last post - we want to be forth right that we don't have any plans to remove 'Powered by Xero' from emails sent from Xero, with intentional purpose and based on findings from interactions we can see having true benefit to customers in getting paid faster.
That said, we appreciate the feedback we've received and have made changes since this was initially raised to reduce the size of the footer where this is shown and have removed the hyperlink to xero.com. We will continue to develop the invoice email to continue to drive improvements for our customers and the ways you receive payments.
An error occurred while saving the comment Naomi Gibbins
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What clap-trap. Purely marketing. Stop treating your customers like fools Xero. Our clients trust us to invoice properly, not Xero.
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34 votes
Thanks for raising the idea here, Maria. Will be good to get a sense of the interest in being able to view invoices as exclusive when entered as inclusive. We don't have any immediate plans for changing this but I'll be sure to let you know if there's any change.
We have a separate idea tracking the ability to view the account number that I'd recommend joining for any information or updates around this.
An error occurred while saving the comment Naomi Gibbins
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MUST MUST MUST be able to see invoices in gst exclusive state. Not negotiable!
Naomi Gibbins
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20 votes
An error occurred while saving the comment Naomi Gibbins
commented
Agreed - it would be much better to be able to credit and charge clients on the same document. They like having less processing to do, and so do we. This would is a necessary change.
Naomi Gibbins
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56 votes
An error occurred while saving the comment Naomi Gibbins
commented
This would be such an amazing improvement.
I'd add to this that it would be good if Xero used the whole screen instead of just the half in the middle.
Naomi Gibbins
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5 votesNaomi Gibbins
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4 votes
Thank you for your feedback, Kathy - I've made sure your feedback here has also been shared with our product team and thank you for also adding your voice and votes to specific ideas across the forums here.
We will move the thread here itself to not planned, however we will continue to iterate new invoicing to keep improving the experience for all our customers.
An error occurred while saving the comment Naomi Gibbins
commented
I too have had customers tell me the price per unit is wrong - this is essential & cannot continue - especially in businesses where the government sets the top price chargeable.
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346 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
An error occurred while saving the comment Naomi Gibbins
commented
I've already put this item in too - Xero you NEED to listen to your customers - we hate having extra buttons to click - especially when you've added steps that add no value!
Naomi Gibbins
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761 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 Naomi Gibbins
commented
Could you also get rid of all the silly lines that say indicate a person has added a line & changed the total - this is the whole point of creating an invoice & ridiculous to list line by line - we have invoices with 80 lines sometimes & any useful history just gets lost in the 100s of lines in the history. It provides no additional information of use.
MUST be able to define user capabilities depending on our own delegated authorities. C'mon Xero - not everyone is the same!