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4028 results found

  1. KEEP THE CLASSIC FORMAT FOR INVOICING

    233 votes

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  2. New invoicing has introduced more clicks, taps, steps at almost every level.
    Please remove the added friction as it increases processing time.

    The "new invoicing" messages are full of comments regarding where these pressure points have been added.
    We are paid subscribers, and beta testing/seeking feedback is wonderful, but being forced onto an inferior model is.. suboptimal.

    129 votes

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  3. Please leave the history of an invoice EXACTLY as it was in the classic invoicing.

    The new invoicing doesn't show the invoice that it was copied from or copied to and this is very important as a trail.

    I really don't understand why so many important features from the classic invoicing has been omitted.

    OR

    let your customers continue using the classic invoicing as they like

    126 votes

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    Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here. 

  4. Please change the new invoicing so when we copy the invoice, the previous contact automatically appears as default

    We should not be choosing the customer each time we copy an invoice

    109 votes

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  5. Provide the ability to directly save invoice as a pdf like it did in classic invoicing, rather than opening it in Chrome and then having to click the download button etc, the old way was more efficient.

    110 votes

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  6. When choosing item code and description, I want the ability to leave the rest of the fields blank. Classic invoicing had no problems with it. The new invoicing wants to populate QTY, UNIT PRICE and AMOUNT. Makes the invoice look unappealing.

    92 votes

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  7. Allow the inclusion of Credit Notes in Batch Payments where the total to be paid to a supplier is still positive. This would allow a single batch for a Supplier to match their Statement, particularly where credit notes are not related to specific Bills.

    469 votes

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  8. The ability to add a tracking code from within the 'new invoicing' bills.
    Classic invoicing has this ability and it would be excellent to have it in the new invoicing also.

    95 votes

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  9. Have less white space on new invoicing as it fills screen. The notes section which is in contacts 4000 chars make visable and editable on the new invoice page so we can see it whilst creating and invoice. We dont then have to keep jumping from one page to the next.

    71 votes

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  10. Ability to flag individual bills as in dispute

    Purpose | To enable review and ensure the business does not make payment for a bill when it's currently 'under query'

    859 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

  11. I don't want autosave on for invoicing - I use third party software to copy invoice details to a Trello Card, this is triggered when the invoice is saved.
    Auto saving will send the invoice info through to Trello before the invoice is complete, meaning not all the info will be sent to Trello.
    Are we able to turn off the auto save function in new invoicing?

    46 votes

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  12. The new invoicing email sends a detailed summary of the invoice as part of the email. We would like the option to opt out for this like the old email template. We like to breakdown our invoicing internally for reporting purposes but the client does not need a breakdown of line items, just a total. We use custom invoicing templates so that we dont show line by line breakdown and the new email overrides this. Please do not switch off the old invoicing module until this is fixed. Downloading an invoice and sending it through my emails is time consuming…

    43 votes

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  13. New invoicing - bring back 'add new line' button and dropdown +5/+10...
    This is an existing feature on classic invoicing, why would you drop it!

    83 votes

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  14. New Invoicing should be the same as the classic in that it remembers default settings for emailing like sending yourself a copy and attaching files. Until this is resolved do not discontinue the classic invoicing setup.
    It's going to be very frustrating otherwise :)

    50 votes

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  15. With the new invoicing the branding theme is not available which is an important feature for us since for different clients we had different branding theme. Can this be added to the new invoicing system? Please refer to the attached. We cannot switch to this new invoicing if branding them is not added and it seems in September we will not have a choice. Clicking on edit invoice is not a solution. This info was available with the old system without clicking edit invoice

    38 votes

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    Hi Community, thanks for your interest and sharing why you'd like to be able to see the branding theme when viewing an invoice, without having to click Edit. Our team are monitoring feedback on this and while we don't have direct plans at present we will let you know if there's any progress on the idea, here.

  16. open attached files (especially PDFs) in the current window (same as old invoicing), not in a new tab which is automatically happening with new invoicing.
    is frustrating as you now need to go back and forth between tabs if you want to transpose info from the attachment into the invoice.
    Much more user friendly the old way with a resize-able/move-able viewing window within the same tab

    40 votes

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    Hi community, thanks for your feedback on how you use files when invoicing. We're currently working on changes to how files are shown when viewing an invoice, to make this more consistent with other areas of Xero. Once released, viewing a file will open a modal on the same page as the invoice in your browser.

    However, we appreciate the need for being able to transpose information from a file to your invoice and our team are looking into improvements to enable this as well. For now we'll shift to Under Review and keep you updated of changes.

  17. Have the option to remove links to invoices on Customer Statements

    95 votes

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  18. On the new invoicing, when additional columns are selected, a scrollbar is added to the invoice layout and interrupts the smooth capture process. Having to manually scroll from one side to the other to view details is not ideal.

    Consider either auto-adjusting the column widths or allow for the automatic expansion of the invoice layout width when additional columns are selected. This way, users could view all necessary details without the need for manual scrolling.

    36 votes

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  19. "Business and accounting" role needs ability to more narrowly define. I want an employee to access invoices (receivables) but that then gives them access to ALL financial reporting, e.g. P&L, which I don't want them to see.

    105 votes

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  20. The print date that now appears at the bottom of reports is useful for some reports and circumstances, and I understand this date is now turned off for Published Reports.

    However we do not 'publish' our financial statements - we send our financial statements to clients in a practical and informative pack instead. This is a more efficient, professional and streamlined approach for us.

    Showing the print date on these financial statements is of concern, due to various issues including the lag time between preparing and approving the report. It is also not ideal when preparing the directors resolution and…

    28 votes

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