Settings and activity
23 results found
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312 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
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Jacqueline TRIMBLE
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45 votes
An error occurred while saving the comment Jacqueline TRIMBLE
commented
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.
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
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4 votes
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
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341 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
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403 votes
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…
Jacqueline TRIMBLE
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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
494 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
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737 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
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27 votesJacqueline TRIMBLE
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14 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
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47 votesJacqueline TRIMBLE
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369 votesJacqueline TRIMBLE
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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
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1 voteJacqueline TRIMBLE
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433 votesJacqueline TRIMBLE
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902 votesJacqueline TRIMBLE
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6 votesJacqueline TRIMBLE
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20 votesJacqueline TRIMBLE
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12 votesJacqueline TRIMBLE
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14 votesJacqueline TRIMBLE
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31 votesJacqueline TRIMBLE
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NEW INVOICING-HISTORY-NOW DRIVEN BY LOCK DATE - PLEASE BRING BACK THE HISTORY
NO HISTORY of emailing invoices (today) that were created before the lock date.
Xero suggestion/reply:
"When you send an invoice dated before the lock date, the invoice will be sent, however the History & notes cannot be updated as it falls within the locked period.
You can temporarily edit the lock date to send the invoice emails then reset the lock date"
THE INVOICE WAS SENT AFTER THE LOCK DATE, BUT THE HISTORY IS NOW DRIVEN BY THE DATE THE INVOICE WAS CREATED, NOT THE DATE YOU ARE SENDING/EMAILING THE INVOICE - WHAT A JOKE TO HAVE TO CHANGE THE LOCK DATES EVERY TIME YOU WANT TO SEND A COPY OF THE INVOICE, THE LOCK DATES ARE USUALLY SET BY AN ADMINISTRATOR, NOT SOMEONE ONLY HAVING CONTROL OVER INVOICING OR FOLLOWING UP ON OVERDUE INVOICES-THIS HAPPENS WHEN ONLY SENDING A COPY OF THE ORIGINAL INVOICE, NOT EVEN EDITING/CHANING THE INVOICE
NEVER HAVE I SEEN THIS IN ANY ACCOUNTING PROGRAMMES.