469 results found
-
Navigation | Reporting menu - Move Favourite Reports above Analytics
We use reports every day, far more often than analytics. I would prefer Favourite Reports to be above both of the Analytics sections in the Reports menu.
110 votesHi team, we really value your input and sharing back on the new navigation. We'd like to confirm as those in the beta may have already noticed - we have released a change to the order of the Reports menu!
As raised here we have moved your Favourite reports up and shifted Analytics beneath. Thanks again for your feedback and keep letting us know what else you think good improve things through Product Ideas 😊
-
New Invoicing - Reduce number of steps and clicks
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.865 votesHi everyone, thanks for continuing to share and keep us informed of the differing flows and actions that could be improved in how you invoice with Xero. All feedback through these forums and across Xero Central discussions has been shared with our product team and will be carefully considered as we continue to build on your invoicing experience.
About a month ago we changed the behaviour of how defaults are applied, so now when you copy an invoice for the same Contact their defaults will automatically be applied to the new draft invoice.
Most recently, and as you may have noticed we've released a new line item grid (where you enter the details of your invoice). Many changes that come with the new grid are based on feedback we've received from our customers the most prominent for this idea being that we've optimised padding, font size and column widths to…
-
Invoice - Set the calendar to Sunday to Saturday
Set the calendar to Sunday to Saturday for everything, including Invoices. - Xero recently changed the Calendar for only the invoices. The week day now starts on Monday. I was informed this change was intentional and is currently not going to be changed back. Credit Notes, Recurring payments, quotes, bills, reports, literally everything else has the week starting on Sunday. This is very cumbersome for our business. My staff are constantly putting the wrong date on invoices. We operate at very high speeds because we have a lot of customers come in at a time, and a lot to do…
18 votesHi team, we appreciate all the feedback we've received on the invoice calendar here. I want to confirm that our team have released an update and you'll find the calendar now runs Sunday - Saturday consistently with other areas of Xero. Thank you again for feeding back with us, here.
-
New Invoicing | Files - Drag & drop anywhere on the page
In old invoicing, you can just drag and drop the file into the window and it uploads. In new invoicing, you have to drop it in the box at the bottom of the page. Fair to say this is tedious!
451 votesHi team, returning to confirm that the ability to drag & drop files anywhere on the page in new invoicing has now been released to everyone. We hope you find this enhancement helps speed up and make attaching your files more efficient as you invoice.
Just a reminder that you'll need to add a contact to the invoice first, and if you'd like to include files when sending to your customer, select the 'Attach files to email' checkbox once uploaded.
Thank you all for your engagement, votes and staying updated with us through this idea.
We understand some customers workflows mean they would like to attach files before adding contacts and while this isn't something that's available right now, I'd recommend making sure you've joined this idea for any updates.
-
Navigation - Ability to Favourite Chart of Accounts page
The “Favourite” feature in the Reporting section is excellent, please consider expanding this to other dropdowns or sections across the platform.
This could help address the long-standing need for sub-menu shortcuts or easier navigation, especially for commonly used tools like Repeating Invoices or the Chart of Accounts.
Note: historically, I’ve used browser bookmarks as a workaround for this. However, recent updates seem to have made these bookmarks unreliable, some now fail to link correctly, and this issue appears to be getting worse. I fear with this update It may no longer be viable to rely on bookmarks as quick links.
16 votesHi community, thanks for your feedback here! Chart of accounts page is now available within the Accounting menu 😊
In terms of bookmarks you may have saved, there's a chance with the change some bookmarks may have stopped working - In this scenario you should be able to bookmark the page again and it'll work in the new experience.
-
New Invoicing - Reduce the amount of empty space on screen
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.
437 votesHi team, taking a lot of our customers feedback onboard we've just released a new line item grid that encompasses many improvements our customers have been asking for. With this change, our product team have optimised padding, font size and column width, reducing the amount of white space and providing a more compact view. For many customers this means less scrolling and better visibility of the contents of fields like Account and Tax Rate which are now wrapped so you can see the full contents.
We value all the feedback we've received from customers as we keep developing this experience. Please continue to add your votes to what matters most to you, our product teams continuously lean into your feedback and trending ideas from the forums here as they plan more improvements.
-
Search for an Organisation in Navigation Menu
With the new Navigation menu, the Search for an Organisation will only appear once you have gone into more than four Organisations on the one day - per response from Xero Support:
"Currently, the Search option to swap between organisation only appear if you've recently accessed four or more organisation from your Xero HQ.
So, it may happen that at the start of the day you won't have the search option, but once you have accessed four or more organisation from Xero HQ you will get the Search option."Need to have the Search option available when first login -…
8 votesHi everyone, I wanted to share that our team have resolved the issue that was raised with this idea. All users should find they can view and use the Search option from the blue navigation when wanting to change organisations 😁Again, thanks for sharing with us here!
-
New Invoicing - Keep the previous Contact when using Copy
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
382 votesHi everyone, we've introduced a change to new invoicing so you now have the ability to copy an invoice to a draft invoice and keep the existing contact. 🙂
When you select this option, you'll see a pop up where the current contact is selected by default, however you can choose another contact or leave this blank if you'd prefer.
Thank you for all your support and sharing back on the idea for this feature, here.
-
New invoicing - Option to use Xero Network
xero to xero Invoicing
We use the Classic Invoicing version on Xero to send Invoices to our inter-companies and clients who are also registered with Xero.
On 02 Sept 2024 this version will retire and only New Invoicing will be available.
We are not able to select "send via Xero Network" from the New Invoicing option (using our Xero Network Key).Are the technical teams still working on this to have the option available or will this option fall away?
Thank you
ChantelleMichael
Support specialist
Yesterday 5:05 PM
Hi ChantelleAs you’ve found, there’s no functionality in New Invoicing…
210 votesHi everyone! Back to share that Xero to Xero is now live within invoicing. Thank you for all your valuable contributions and sharing in product ideas.
As mentioned in my last update, with the way that we've built this within invoicing we've been able to also enable the ability to include file attachments when sending via the network 😊
See more details on how to send via a single invoice, or multiple, on Xero Central.
Right now, this is live to all but Singapore organisations. We're still doing a bit of work to provide this capability to Singapore and I'll update again when available in this region.
-
New invoicing - zero balance invoice can't be saved
Xero, it is another shocking mistake in new invoicing. To do the job I had to switch to classic invoicing.
I had to correct a "GST on income" amount in the locked period. So, I had to record a zero-balance invoice. I hope that somebody in the production team does understand accounting and knows why this correction is done as a zero-balance invoice.
An error message popped up in new invoicing: Zero balance invoice can't be saved.
It is a joke, right!?
Please fix it as soon as possible.
71 votesHi team, thanks for all adding your interest and following the idea here. Our product team have recently taken a closer look over the root cause of the error users were receiving when trying to approve a 0.00 invoice with negative tax.
They've released a change that resolves this, so you should no longer receive an error when trying to approve invoices of this nature.
We appreciate the feedback raised on this through the idea. If you do run into any scenario where receive this error again, please raise a case with our specialists at Xero Support who can deep dive in with you to investigate.
-
New invoicing - Add lines button
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!478 votesHi community, we've now released a new line item grid within invoicing. There are a few changes that come with this release, with the most relevant for you here being the ability to manually add rows to your invoice.
While you can still tab through to create a new row, you'll also have the option to click the Add row button to manually add and move blank rows within your invoice.
I do want to note, that though you can move blank rows within your invoice, blank rows will be removed when you save the invoice (this is the same behaviour as classic). If you'd like to retain these rows once saved you'll just need to add a character within the Description field for example '.' or '|' will ensure the line is saved with the invoice.
We understand there is still some appetite for being able to add multiple…
-
Navigation | Search - Auto place cursor when clicked
Please make it so that the user can begin typing immediately upon pressing the Search Magnifying Glass Icon. The new Search Magnifying Glass Icon button for this prototype needs to be manually clicked on twice before anything can be typed in via keyboard due to the cursor not automatically placing itself inside the search box that pops up. This is bad.
10 votesHi team, as you may have noticed we've made an update within the new navigation, and you'll now find that your cursor will automatically default to the Search field when you click on the magnifying glass icon from the blue navigation menu. 😊
Thank you for sharing with us on this idea.
-
New Invoicing - Typeable dates in Date fields
On the old invoices/bills I could type "18/2/23" and it would auto fill 18th February 2023. Now I have to scroll back multiple months to get there. It would be good if I could type in the date field boxes again. Specifically on "Add Payment"
310 votesWe're pleased to announce that with our latest update you have the ability to directly type dates when making payments on invoices! We know this was a highly requested feature, and we appreciate everyone who voted and shared their input.
For those familiar with our Xero Central article on keyboard shortcuts, you'll be happy to know that all those shortcuts are now fully functional in this date field, as well as all other date fields throughout your invoices.
While a direct dropdown for "yesterday" isn't available, you can quickly enter the previous day's date by typing 't-1'.
As this update delivers the majority of the changes discussed in this idea, we'll now mark it as delivered.
We also heard the feedback from some users who prefer to use a full stop (.) as a date separator instead of the forward slash (/) or hyphen (-). There's a specific idea,…
-
Navigation - Projects to be it's own Menu
I would prefer Projects to remain with its own Menu dropdown on the Homepage, not included under the Sales menu. I like the introduction of the "Expenses to review" and "Recent Invoice payments", but I would prefer to see them as a sub-menu from the Homepage dropdowns, not on the homepage.
10 votesWe appreciate receiving feedback on how adding Projects to the main navigation would be useful to you.
As you may have noticed this is something our Product team paid close attention to and you'll find if you use Projects it is now its own menu on the new navigation experience.
Thanks again for sharing, and keep letting us know what other enhancements could make a difference for you on Xero Product Ideas!
-
New Invoicing - Allow manual typing of a Date in 'Add Payment' screen
Hello,
When you go to add in a 'add payment' in new invoicing, today's date auto populates. If you click on this field to change the date, you HAVE to use the calendar and arrows, it won't let you type in a date.
Can you please add this feature, like is available in most other areas of Xero?
If you could also please allow any date format to be entered in his field this would be preferred, (yes like bank reconciliation dates, not like fixed assets dates which only allow 1 format of date to be entered)
30 votesHey everyone, we've heard your feedback loud and clear, and we're happy to share that you can now directly type dates when entering payments on invoices.
You can use the forward slash (/) or hyphen (-) as separators, making it quick and easy to enter the dates you need. Plus, all the handy keyboard shortcuts you already know will work in these date fields too, making the process even smoother.
Thanks so much for letting us know what's important to you. Your input helps us make Xero even better 🙂
-
New Invoice - Cursor Default Position
In the old Invoicing, when creating a new invoice the cursor would default to contact field so as soon as the screen opened you could start typing to bring up the contact. With the new Invoicing you have to click on the screen in the desired field to be able to type anything.
Please fix this, it is extremely frustrating.
21 votesWe're grateful to everyone who participated in the discussion and provided valuable feedback regarding the cursor positioning. I'm pleased to announce that we have released a change, and upon opening your next invoice, the cursor will now default to the Contact field. Thanks again for your contributions.
-
Invoicing - Option to Add Multiple New Lines at once (5, 10, 15 or 20)
When using Classic version of invoicing, there was an option to Add a new line and then a drop down option to Add 5, Add 10, Add 20 lines.
In the New version of invoicing, this option seems to have disappeared?
Please provide this option if this has not already been provided. I can only seem to add a new line after entering the first line of information.
I found the Add 5 and Add 10 lines really helpful when I'm copying similar job items down a list than having to tab across to get to the next line when…
41 votesHi community, thanks for your on-going support and letting us know how useful you find adding multiple rows at once is to you.
Our teams have stayed tuned into feedback we're receiving and I'm pleased to share you'll now see a drop down next to the 'Add row' button where you'll get the ability to add 5, 10 or 20 rows to an invoice at a time 😊
-
Malaysia E-Invoicing - Button for 'Send to MyInvoic'
I suggest on putting "Send to MyInvois" button instead of copy and paste the e-mail MyInvois@invoi.ci for every invoice. This is too troublesome.
9 votesHi Maggie, after checking back in with our product team I wanted to confirm - though not a specific button in itself you could add the email address on the Contact record. If you select to 'Include in emails' the email will appear each time you're creating an invoice for that contact, saving you from having to copy & paste.
-
Navigation - Favourite more than 20 reports
Unlimited favourite reports on dropdown menu as previously existed.
The new dashboard only allows for 20. It's disappointing that we have less functionality in this area.2 votesHi team, pleased to share that we've had a quick turn around here. We appreciate there are some organisation's that customise and favourite multiple reports and would like these easily accessible from the Reporting menu. We have added the ability to favourite >20 reports and make these available from the Reporting menu.
While there's no limit now to the # of reports you can favourite - for ease of access we'd recommend regularly reviewing and limiting the number of reports you favourite in your organisation.
-
Pricing Plans - Keep Payroll accessible from the Ignite and Grow plans
I currently pay for the Standard Plan (15/month) plus Payroll (5/month) and use it for 2 payroll users.
Under the newly unveiled pricing plans my business has been completely shafted.
In order to use Payroll at all, I need to upgrade to the new Grow plan (33/month), already an increase of 13/month. But on top of that, that isn't even enough because you're restricted this plan to only 1 payroll user. So actually I have to jump all the way to the second from top plan which is the Comprehensive at 47/month.
This is a complete joke.
This shift in…
83 votesHi team, sorry a little late off the mark updating you all here. We'd like to confirm that, the changes mentioned in my last post are now live and implemented across existing and for any new customers adding an organisation or moving plans.
In UK you can now add individual employees to Payroll on Ignite, Grow, and Comprehensive plans for £1.50 per employee per month (Ultimate will remain at £1). For Australia payroll is once again included in all Xero business plans, offering more choice and flexibility when it comes to paying yourself and employees, and making it easier to keep up with compliance obligations. On Xero Ignite plan you can pay one person(as you could with Starter), and two people on Xero Grow (as you could on Xero Standard). You can also process automated super payments on both plans.
We appreciate the importance of flexibility in payroll to our…
- Don't see your idea?