Settings and activity

3 results found

1. Sales Invoices- Flag as 'in dispute / query'

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   145 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

   Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

   1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
   2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
   3. Update the reference to add a notation such as [reference number] - 'In dispute'

   While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

   We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that will continue to be reviewed as the team plan and prioritise their roadmap, so we make sure to share if there's any news around this to share.

   Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

   Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

   1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
   2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
   3. Update the reference to add a notation such as [reference number] - 'In dispute'

   While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

   We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that… more

   Sue-Ann Griffiths supported this idea  ·  13 February, 2026

2. Invoicing - Duplicate draft invoice warning

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   15 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate the interest in a duplicates warning for sales invoices. This isn't something we have in the works at present but will continue to track the appetite around this here.

   If there is any update we'll let you all know through this idea. Thanks

   Sue-Ann Griffiths supported this idea  ·  13 February, 2026

3. Homepage - Simplify layout

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   424 comments  ·  New Homepage » Homepage  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.

   A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:

   • Widgets that remain stationary until they are dropped into a new placement
   • A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
   • Refined animations for a much smoother visual experience
   • Improved on-page guidance regarding how to save multiple layouts across different screen sizes

   In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. This includes customisation of the data within these widgets to best suit your needs, such as removing the charts. We’ll provide a confirmation once these updates are live.

   There are also other enhancements that our teams are beginning to explore to further solve needs shared in feedback here, so we’ll continue to keep you updated.

   If you need help setting up or editing your homepage, please reach out to the Xero Support team. They can help you design a view that best supports your specific workflows. Thanks

   Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.

   A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:

   • Widgets that remain stationary until they are dropped into a new placement
   • A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
   • Refined animations for a much smoother visual experience
   • Improved on-page guidance regarding how to save multiple layouts across different screen sizes

   In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash… more

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   Sue-Ann Griffiths commented  ·  13 February, 2026  ·  Edit…  ·  delete…

   I agree, the new home page is not what I want to see, to be able to customise this and make it more user friendly would be better for all.
   I am open to change but it needs to be for the right reasons not just because some designer thinks it will look better because it doesn't. I find it harder now to see what I really want to see, not all these fancy graphs that attracts other staff eyes to look at my screen when they walk into my office. Change is good but how about you ask for input before you roll changes out.

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