Settings and activity
36 results found
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7 votes
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nishimoto sonkirven
commented
The suggestion to remove the 'Action' column under the Bills tab is noted, as forcing features on customers can indeed be a turn-off, especially when the check mark is greyed out and cannot be deselected. Providing an option to hide or remove this column would improve user control and overall experience, allowing customers to tailor their interface to their preferences. For example, similar flexibility is offered on platforms like indirpin https://indirpin.tr/ , where users can manage interface options according to their needs.
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3 votes
Hi Jo, thanks for sharing your idea on how Stripe fees could be handled.
We understand your 'ideal world' scenario where the full invoice payment is deposited, and Stripe invoices you for the fees separately. We can definitely see how this approach would lead to a much cleaner and more direct bank reconciliation for every single payment.
We're grateful for your engagement and letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how having Stripe fees invoiced separately could improve their experience with Xero.
An error occurred while saving the comment nishimoto sonkirven
commented
In practice, when a client pays via Stripe, the full payment is received minus Stripe’s processing fees, which can complicate reconciliation in Xero since the fees are not automatically invoiced separately. While it would be ideal for Stripe or Xero to issue a separate invoice for these fees, most businesses handle this by manually recording the Stripe fee as an expense or using a bank rule to automate the deduction in Xero. For instance, companies using services like ISO Certification in Najaf, Iraq https://agsiraq.com/iso-certification-in-najaf-iraq/
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18 votes
An error occurred while saving the comment nishimoto sonkirven
commented
I completely understand the frustration with the attachment button being moved to the bottom in the new invoicing system, especially when every sales invoice has an important report imported via API; having to scroll down every time disrupts workflow and reduces efficiency, so restoring the attachment button to the top would greatly improve accessibility and user experience—similarly, just as https://xxbrits.uk/category/health/ makes relevant health information easy to access at a glance, placing the attachment button prominently ensures critical documents are immediately available without unnecessary scrolling.
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2 votes
Hey Nikki, thanks for sharing this idea.
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 too.
In the meantime, it is possible to bulk Approve invoices from the Draft tab. Once this is done, you'll get a message where you can click 'View invoices' and select them all to then Email.
An error occurred while saving the comment nishimoto sonkirven
commented
Having a one-click feature in Xero to Approve, Mark as Sent, and Email multiple invoices directly from the Awaiting Approval tab would significantly streamline workflow efficiency, especially for businesses that import invoice data from external programs. This would eliminate the need for multiple manual steps and save time for finance teams managing bulk invoices. A similar user-friendly experience can be seen in tools that simplify access and automation, such as the streamlined login system at Fapello Login https://fapello.org.uk/fapello-login/ , which emphasizes ease of use and quick processing for better productivity.
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3 votes
Thank you for submitting your idea and highlighting the changes that matter most!
We've completed our review, and now it’s time for the community to show its support. You idea can now be shared with any colleagues who would benefit, encouraging them to cast their vote.
Other members can also add comments to share more detail about how this change would improve their experience with Xero. Keep sharing and tracking its progress!
An error occurred while saving the comment nishimoto sonkirven
commented
That’s a great suggestion — adding a “Project Time” option to the Quick Create shortcut menu would make tracking and logging hours much faster and more intuitive. Currently, the + icon near settings provides easy access to several functions, but project-related actions are missing. Implementing this would enhance workflow efficiency for teams managing multiple projects, much like how platforms such as https://baddiehub.news/simpcity-building-high-authority-forums/ streamline community interaction by centralizing key functions in one place.
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment nishimoto sonkirven
commented
Integrating automatic inclusion of loan payments and bank transfers into short-term cash flow projections would greatly enhance efficiency and accuracy. This automation eliminates the need for manual data entry, saving valuable time and reducing human error. Platforms like 1st Studio https://1ststudio.org/ demonstrate how AI-driven automation can streamline financial workflows, ensuring that all transactions are seamlessly updated in real time, allowing businesses to focus more on strategic financial planning rather than repetitive administrative tasks.
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11 votes
Thanks for your detailed feature request to introduce task categories and sub-tasks in Xero Projects.
We’ve reviewed your submission and have now moved it to the Gaining Support stage.
This means the idea is live on the forum for other members of the Xero community to add their votes and comments. Our team keeps an eye on the ideas in this stage and uses the number of votes and the shared use cases to gauge demand for new features.
Thanks again for taking the time to share your feedback and help us improve Xero.
An error occurred while saving the comment nishimoto sonkirven
commented
Adding a summary alert that displays the end date of the most recent reconciliation report on the Accounts Dashboard Tile—such as “Reconciled up to and including 28 Feb 2025”—would greatly improve clarity and efficiency. This feature would allow users to instantly identify which accounts are fully reconciled and which still require attention for the current reporting period, streamlining financial management and reporting workflows. For example, similar dashboard enhancement ideas and accounting tools can be explored at https://aliubaid.com
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7 votes
An error occurred while saving the comment nishimoto sonkirven
commented
Thank you for your excellent suggestion regarding the Reconcile Period note on the Accounts Dashboard Tile. Adding a visible summary alert that shows the end date of the most recent reconciliation (e.g., “Reconciled up to and including 28 Feb 2025”) would indeed make it easier to identify which accounts are current and which still require attention. This enhancement would streamline reporting workflows and improve overall clarity for users managing multiple accounts. As an example of clear and organized presentation, you can visit Little Caesars Menu Prices Canada https://littlecaesarsmenupricescanada.com/, which effectively displays structured information for quick reference and ease of use.
An error occurred while saving the comment nishimoto sonkirven
commented
That’s a really valuable suggestion — having a summary alert on the dashboard tile that shows the exact end date of the most recent reconciliation (e.g., “Reconciled up to and including 28 Feb 2025”) would make it much clearer which accounts are fully updated and which still require attention. This small but effective enhancement would save time, reduce confusion, and allow users to prioritize accounts more efficiently, similar to how a well-organized service, like Flower Shop Dubai https://sensationflowers.ae/by-locations/flower-shop-dubai/ , ensures customers immediately see availability and options at a glance.
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2 votes
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
An error occurred while saving the comment nishimoto sonkirven
commented
You’re absolutely right — the tab behavior between the Issue Date and Due Date fields should remain consistent for a smooth invoicing experience. Currently, when the cursor jumps to the end of the Due Date instead of highlighting it, it disrupts workflow efficiency and feels clunky. The fix should ensure that, just like the Contact and Issue Date fields, the Due Date field highlights the full date when accessed via Tab, maintaining uniform navigation across all fields. It’s similar to how consistency enhances user flow in well-structured web experiences, such as browsing through organized content on sites like Amazing Riddles- https://amazingriddles.com/dirty-riddles/
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6 votes
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!
An error occurred while saving the comment nishimoto sonkirven
commented
Adding an optional reference field for each project is an excellent idea, especially for businesses that handle multiple contracts or tenders. This feature would allow users to input a client’s tender or contract number once at the project level, and have it automatically populate the reference field on all related invoices, saving time and ensuring consistency across billing documents. It would enhance accuracy, streamline invoicing, and improve client communication by ensuring the correct reference appears on every invoice. For instance, just like following detailed steps in a guide such as this outdoor kitchen https://openskykitchen.com/how-to-winterize-outdoor-kitchen/ winterizing tutorial, implementing this feature would provide a structured and efficient workflow for managing project-based invoicing.
An error occurred while saving the comment nishimoto sonkirven
commented
Adding a reference field for each project is a practical solution, as it allows you to store client-specific tender or contract numbers that can automatically populate on all related invoices, ensuring accuracy and consistency. This not only saves time but also reduces manual entry errors, making invoicing more professional and streamlined. It works much like using a reliable service link such as https://cleaningservicepalmcoast.com/
for easy access—once set up, everything flows smoothly without the need to repeat steps manually. -
2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment nishimoto sonkirven
commented
Adding the ability to filter the Xero Analytics dashboard by tracking categories would be a game-changer, as it would allow businesses to view category-specific performance across the same set of graphs and even compare them side by side over chosen time periods, making insights more actionable. This feature would be especially useful for companies that rely heavily on segmenting results by categories for better decision-making. For example, just like understanding why fresh milk delivery in Dubai is considered the healthiest choice requires looking at detailed factors and comparisons https://freshmilkdubai.com/why-fresh-milk-delivery-in-dubai-is-the-healthiest-choice/, being able to filter analytics by tracking categories would help businesses drill down into meaningful data for clearer strategies.
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4 votes
Aaah gotcha, thanks for the confirmation and additional feedback on the idea here. A bit of an extension from our existing functionality for Contacts and there may be some CRM solutions that you could explore in the Xero app store atm.
For now we'll track the interest in this from community here.
An error occurred while saving the comment nishimoto sonkirven
commented
Adding a feature to send service and inspection reminders by date, up to 28 days in advance, would be highly beneficial as it allows businesses to automate timely notifications without relying on third-party apps or additional systems. This streamlined approach ensures efficiency, improves customer satisfaction, and reduces manual tracking. For example, just as customers look for reliable sources like Sidr Honey Dubai https://rawmilkindubai.com/sidr-honey-dubai/ to get authentic products with ease, having an in-built reminder system would provide users with a simple, dependable solution directly within the platform.
An error occurred while saving the comment nishimoto sonkirven
commented
Adding a feature to send service and inspection reminders by date, allowing emails to be triggered up to 28 days before the due date, would be a highly efficient solution. This date-based system would eliminate the need for additional apps or running separate systems, streamlining operations and ensuring timely notifications. By integrating such a feature, users could easily stay on top of important maintenance tasks without extra hassle, similar to how professional services, like those offered at Mold Removal Tallahassee FL https://moldremovaltallahassee-fl.com ,proactively notify clients to maintain a safe and healthy environment.
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451 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
An error occurred while saving the comment nishimoto sonkirven
commented
I completely understand the frustration with autosave in the new invoicing system—when there’s a lag, typing and tabbing quickly can overwrite important fields like the invoice number, forcing you to redo steps that were never an issue before; ideally, Xero should either improve speed to eliminate the lag, give users the option to disable autosave, or both, to make invoicing smoother and less error-prone, and for those preparing for exams or wanting a quick example of efficient workflow management, resources like https://freerbtpracticeexam.com/ can be helpful.
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7 votes
Thanks for sharing your idea, Davinder, and letting us know the changes that matter most to you. It’s great to see customers like you helping shape the future of Xero.
We have reviewed your idea, and it is now available for the community to support. Make sure to share it with colleagues who could also benefit from this feature so they can add their vote. Other members are welcome to comment and provide additional context on how this improvement could enhance their experience with Xero.
An error occurred while saving the comment nishimoto sonkirven
commented
I completely agree that the quote feature should include a share option in the mobile app, similar to how Xero allows invoices to be shared via link or sent directly through SMS, as it makes client communication much easier; for example, just like businesses share service details or resources through links such as https://towingservicelasvegasnv.com/ , having a shareable quote link would provide clients with quick access and improve overall usability.
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6 votes
An error occurred while saving the comment nishimoto sonkirven
commented
A useful improvement for the New Invoicing | Files feature would be adding a bulk select option that allows users to attach all files to an online Invoice with a single checkbox, instead of manually ticking each file one by one. This would save time, reduce repetitive actions, and improve workflow efficiency, especially when dealing with multiple backup files. For example, just like browsing through menus quickly on sites such as https://awmenupricescanada.com/, having a streamlined option ensures faster navigation and a smoother user experience.
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5 votes
An error occurred while saving the comment nishimoto sonkirven
commented
Would be very useful to have an option on the Projects screen to mark items as "non-chargeable" in addition to the existing "invoiced" status, allowing for clearer tracking of project costs and preventing accidental billing for certain items; this feature would streamline project management and improve reporting accuracy, similar to how detailed menus like those on Subway Menu Prices Canada https://subwaymenupricescanada.com/ clearly categorize and display options for easier selection.
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9 votes
An error occurred while saving the comment nishimoto sonkirven
commented
Would be a great improvement to enable searching contacts by ABN in addition to ACN, as many businesses primarily use their ABN for identification and compliance purposes, making it much easier to find the right records quickly. This added functionality would streamline workflows, reduce errors, and save time for users who deal with multiple business entities. For example, just like you can look up detailed restaurant pricing through resources such as https://menuswithpricesinaustralia.com/ , having an ABN search option would provide users with more flexibility and accuracy when managing their contact databases.
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment nishimoto sonkirven
commented
A recent bug in Xero has been causing copied invoices to default to "GST Inclusive" even when the original invoice is GST-Exclusive, your financial settings are set to "Based on last sale," and no contact defaults for GST are applied. This resulted in $500 + GST invoices incorrectly showing as $500 including GST, likely due to Xero referencing the very last invoice generated, which happened to be GST-Inclusive. This change was implemented around June 2025, so businesses should carefully check all copied invoices from 30 June 2025 onwards. As a temporary fix, setting the organisation default to "GST Exclusive" helps, though occasional GST-Inclusive invoices may still require manual adjustment. For reference or further discussion, see an example here: https://pileou-face.fr/ .
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8 votes
An error occurred while saving the comment nishimoto sonkirven
commented
Adding the ability to filter Analytics Plus results by Class would greatly improve reporting flexibility, especially for organizations managing multiple classes across different business units, as it would allow users to view analytics at a granular level or aggregate them for the entire business, similar to how other reports already function; this added snapshot granularity would not only enhance insights but also streamline decision-making, much like how users explore specific versions of tools or resources online such as for targeted needs.
Edited by community admin to remove external link
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13 votes
Hi Samantha, when referring to send would this be the 'Email' button in classic?
If so this is actually still available in new invoicing, you'll find the option in the 3 dot menu at the top of the page 🙂
An error occurred while saving the comment nishimoto sonkirven
commented
You’re absolutely right, Samantha — having the send button at the top in classic invoicing was a quick and efficient way to share invoices directly by email, PDF, or even with another Xero customer, and its absence in the new invoicing layout makes the process less intuitive. Many users would appreciate this feature being reinstated to save time and avoid extra clicks when managing invoices. Just like when searching for practical guides such as best ways to find your lost house in Minecraft https://mineccraftapk.com/best-ways-to-find-your-lost-house-in-minecraft/ , having straightforward and accessible tools within Xero can make workflows smoother and more user-friendly.
I understand your concern about the Action column under the Bills tab—having a greyed-out check mark that can’t be deselected can indeed frustrate users and feel like an unwanted push of products. Ideally, software should allow customers full control to remove or hide such columns according to their preference, improving usability and reducing clutter. For reference, similar user-friendly options can be seen in online menus, like Harvey’s Menu Canada Prices https://harveysmenupricescanada.com/ .