Settings and activity
27 results found
-
1 vote
Jacqueline TRIMBLE
shared this idea
·
-
41 votes
An error occurred while saving the comment An error occurred while saving the comment Jacqueline TRIMBLE
commented
Please update Xero Payroll so that employees are sorted in SURNAME ORDER and not FIRST name order as is currently the case. Can you imagine what happens when you have four John's working for you. Superannuation and Tax all require SURNAME ORDER whenever reporting.
An error occurred while saving the comment Jacqueline TRIMBLE
commented
Please sort all Payroll functions (pay employees, search, reports etc.) in SURNAME ORDER. For every functions about Payroll including Taxation & Superannuation, this is normal practice to have SURNAME ORDER FIRST THEN CHRISTIAN NAMES.
Jacqueline TRIMBLE
supported this idea
·
-
1 vote
Thanks for your feedback, Jacqueline. We don't have immediate plans for being able to set a default bank account for payment on an invoice, but we'll start to track this here and I'll share if there's any plans made.
Jacqueline TRIMBLE
shared this idea
·
-
18 votes
We appreciate the importance of being able to manually enter dates in new invoicing, and thank you for sharing your interest in being able to do this specifically in the payment date field here.
I want to confirm that this is something our team are working on. While you'll be able to still use the date picker if you choose, we'll enable the ability to manually enter a date using / or - delimiters, or alternatively using date entry shortcuts - same capabilities that are available with the Issue and Due date atm.
I'll be back to share when it's released and you can start to make use.
Jacqueline TRIMBLE
supported this idea
·
An error occurred while saving the comment Jacqueline TRIMBLE
commented
NEW INVOICING
Allow manual entering of date-having when adding a payment. Having to use a drop down calendar is time consuming. -
307 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
Jacqueline TRIMBLE
supported this idea
·
-
324 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
Jacqueline TRIMBLE
supported this idea
·
-
394 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…Jacqueline TRIMBLE
supported this idea
·
-
New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
-
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
474 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…Jacqueline TRIMBLE
supported this idea
·
-
-
271 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Jacqueline TRIMBLE
supported this idea
·
-
707 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.
Jacqueline TRIMBLE
supported this idea
·
-
27 votesJacqueline TRIMBLE
supported this idea
·
-
10 votes
An error occurred while saving the comment Jacqueline TRIMBLE
commented
Add column in contact list showing date of last transactions or create a bulk delete function for current contacts that have no activity before a certain period of time. Ridiculous to have to open each contact to see how "Current" they are, then archive them.
Currently have 3500 contacts to check who is not current and archive.
Also the ability to DELETE contacts that have no transactions, we had a lot of contacts imported originally (9 YEARS AGO) who have had NO TRANSACTIONS and archiving seems to be a waste of data space.An error occurred while saving the comment Jacqueline TRIMBLE
commented
Would also like a bulk delete function for current contacts that have no activity before a certain period of time. Ridiculous to have to open each contact to see how "Current" they are, then archive them.
Jacqueline TRIMBLE
supported this idea
·
-
33 votesJacqueline TRIMBLE
supported this idea
·
-
349 votesJacqueline TRIMBLE
supported this idea
·
-
12 votes
An error occurred while saving the comment Jacqueline TRIMBLE
commented
Would also like a bulk delete function for current contacts that have no activity before a certain period of time. Ridiculous to have to open each contact to see how "Current" they are, then archive them.
Jacqueline TRIMBLE
supported this idea
·
-
852 votes
Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.
I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.
While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.
Jacqueline TRIMBLE
supported this idea
·
An error occurred while saving the comment Jacqueline TRIMBLE
commented
BRING BACK THE EDIT BUTTON
-
1 voteJacqueline TRIMBLE
shared this idea
·
-
422 votesJacqueline TRIMBLE
supported this idea
·
-
866 votesJacqueline TRIMBLE
supported this idea
·
-
6 votesJacqueline TRIMBLE
supported this idea
·
Can we please get all PAYROLL tasks and reports sorted in SURNAME ORDER. This is just a no brainer, every type of programme does this. Imagine a business with 10 "Johns" or "Davids" etc!!! Very hard for anything required with Payroll.
Been years since this was first asked.