Settings and activity
24 results found
-
456 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment -
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 
Jacqueline TRIMBLE
commented
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.
Jacqueline TRIMBLE
supported this idea
·
-
48 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
supported this idea
·
-
7 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
·
-
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.🙂
Jacqueline TRIMBLE
supported this idea
·
-
412 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
supported this idea
·
-
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
514 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
·
-
-
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.
Jacqueline TRIMBLE
supported this idea
·
-
33 votesJacqueline TRIMBLE
supported this idea
·
-
19 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
·
-
64 votesJacqueline TRIMBLE
supported this idea
·
-
653 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Jacqueline 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
·
-
1 voteJacqueline TRIMBLE
shared this idea
·
-
441 votesJacqueline TRIMBLE
supported this idea
·
-
927 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
Jacqueline TRIMBLE
supported this idea
·
-
7 votesJacqueline TRIMBLE
supported this idea
·
-
33 votes
Hello everyone, we appreciate you engaging with us about this topic. To clarify, we acknowledge support in this idea has arisen from a new requirement from the ATO that means large orgs that withhold over $1M annually to submit PAYGW weekly via STP.
While we appreciate why you'd like to automate this flow of information from Payroll to BAS within Xero there are two current options;
- Within Payroll settings you could untick “Reportable as W1 on Activity Statement” so your payroll data is not included in BAS, or
- Manually remove the W1 and W2 figures from your Activity Statement to lodge activity statements for clients that are submitting weekly PAYGW.
This idea is on our product teams radar, however we want to be upfront that at this stage we don't have any plans for developing an automation of these fields.
We'll continue to monitor this idea closely, and share if…
Jacqueline TRIMBLE
supported this idea
·
-
15 votesJacqueline TRIMBLE
supported this idea
·
-
17 votesJacqueline TRIMBLE
supported this idea
·
When are the features that are not working going to be fixed. eg. Correct email trail.
Stop all the click, click, click. Why cant we enter a payment without having to CLICK in the bank account. The bank accounts should automatically show up as used to in old invoicing and BE ABLE TO USE THE TAB BUTTON, like we used to with old invoicing.