Settings and activity
503 results found
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8 votes
CHRISTOPHER TENG
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19 votesCHRISTOPHER TENG
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10 votesCHRISTOPHER TENG
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5 votes
Thanks for sharing this idea. We appreciate you explaining how viewing full invoice amounts on sales list summary screens could help with reconciliation.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
In the meantime, if you are looking at a specific contact then you may like to view the invoices via the contacts screen for that contact as here you can add a column for the total invoice amount.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
CHRISTOPHER TENG
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22 votes
Hi everyone, while we appreciate your feedback here. With the retirement of classic invoicing in February, and to help customers get used to the new invoicing experience this default will continue to apply.
As we continue to improve the new experience this means customers may find updates that help their workflow and adopt the new experience.
The option to switch back to classic will be available and we understand this is the experience some customers may choose to use up until the retirement date.
CHRISTOPHER TENG
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38 votes
Hi team 👋
I'm Johnathan, one of the Product Managers in Invoicing.
With an aim to reduce the manual burden of entering invoices and automating more workflows for our users, we're diving deeper into how we might solve needs in the idea here.
I'd love to connect with some of our customers directly, to better understand your use and workflows with invoicing in Xero!
If you'd be interested in giving up a little of your time please book in via this Calendly link - I look forward to meeting with you soon
We'll work with the community team to round back and keep you updated of where this research takes us 😁
CHRISTOPHER TENG
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3 votes
Appreciate you raising this idea with us, Darren and have just updated the forum it's in 🙂
We'll get a sense of the community interesst in this here. While we don't have any plans around this at present I'll share if there's any news.
CHRISTOPHER TENG
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4 votes
Hi Courtney, thanks for the suggestion. We understand that when processing a high volume of payments, being able to move quickly between invoices could improve your workflow.
At the moment, after adding a payment directly to an invoice, you’ll be redirected back to the main invoice list. From there, there’s a “View invoice” link available in the list, which lets you quickly reopen the invoice the payment was applied to.
We can also see how having a more direct navigation option from the payment confirmation screen could help streamline the process further. We'll continue tracking interest and share an update if this progress.
CHRISTOPHER TENG
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4 votes
Thanks for sharing this suggestion, Anzelle. For businesses handling walk-ins or one-off custom work, creating a new contact for each interaction can add extra records to manage. A way to generate temporary or single-use invoices without saving a permanent contact could help support simpler record keeping while still allowing proof of payment.
We’ve moved this to Gaining Support so interest can be tracked and shared with our product teams for review alongside other workflow improvements.
CHRISTOPHER TENG
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510 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
CHRISTOPHER TENG
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5 votes
Hi, thanks for sharing this idea about having invoice links available from the Sales overview/Invoices lists.
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues that this could benefit, so they can add their votes anbd comments too!
CHRISTOPHER TENG
supported this idea
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8 votes
Hi Malki! Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
CHRISTOPHER TENG
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4 votes
Thanks for sharing your idea, where you'd like to freeze the attachment preview side of the page, and keep it in view when you're scrolling up and down for entering larger bills.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how this would be helpful for them, too!
CHRISTOPHER TENG
supported this idea
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4 votes
Hi there, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! We can keep monitoring this idea in the meantime to see if it gains more traction.
CHRISTOPHER TENG
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9 votes
We're grateful for your engagement and letting us know how adding a payment/receipt directly from the dashboard menu would be beneficial for you.
Our Community have reviewed your idea and moved it to the 'Gaining Support' status. Along with votes, other community members can now comment to share additional detail about how your idea could improve their experience with Xero.
CHRISTOPHER TENG
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6 votes
Hi Phil, it'd be good to get a bit more detail to better understand your needs from what is currently available with billable expenses.
Right now, you can assign lines of a bill directly to a customer (rather than project). When you add the items to your customers invoice you can edit the remove the item code if you don't want it directly associated to the inventory item.
Would it be more something like the idea here that you're after with more visibility of the linkage between the invoice and bill?
CHRISTOPHER TENG
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16 votesCHRISTOPHER TENG
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5 votes
Thanks for sharing your idea, Shijo.
We've reviewed your idea and now it's up to the Xero community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
CHRISTOPHER TENG
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8 votes
Hi Alan
Thanks for sharing this idea about being able to move popups, to see what's underneath them.
Now it's up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their votes and comments too!
CHRISTOPHER TENG
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18 votesCHRISTOPHER TENG
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