Settings and activity

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1. Expenses: Set default due date

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   27 comments  ·  Payroll & expenses » Expense claims  ·  delete…  ·  Admin →
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   In development  ·  AdminSophie Lewis (Admin, Xero) responded

   Hey everyone! Thank you all for supporting this idea.

   We agree that having the ability to set a default due date would bring efficiency and consistency to your workflow.

   I'm thrilled to announce that we’ve started active work on this feature.

   While we can't share a specific release date, please know that our product team is dedicated to building a solution that addresses the pain points you've raised.

   We appreciate all of your valuable contributions to improving Xero. We'll post another update here as soon as we have more news to share. 😊

   Paul Clifford supported this idea  ·  19 February, 2026

2. Sales Invoicing/Files - Enable Seamless Attachment of Files Inbox Documents to Sales Invoices

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   123 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

   As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

   To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

   A caveat to this is when you are working in incognito mode, or refresh your browser settings at which point the next invoice will revert to this option being deselected.

   We want to transparent with you here that we don't have intentions of changing behaviour of how the send modal works in the near term.

   Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

   As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

   To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

   A caveat to this is when you are working in incognito mode, or refresh your browser… more

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   Paul Clifford commented  ·  04 March, 2025  ·  Edit…  ·  delete…

   Ability to automatically tick the 'include with online invoice' option when attaching files to an invoice.
   It would be useful to choose in the invoice settings or something the ability to 'automatically include all attached files when emailing invoices'

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   Paul Clifford supported this idea  ·  04 March, 2025