653 results found
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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.
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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
381 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.
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New Invoicing - Add new Tracking option
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.288 votesHi everyone, we've now released the ability to add a new tracking option within new invoicing to all customers!
Just like classic, you'll find using the option +Create new tracking opens a modal within the screen that allows you to easily add a new option for that tracking category on the fly.😊
Thanks again for all your feedback around this improvement and it's meaning to you here.
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New Invoicing - Hide detailed summary on email
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…
159 votesHi everyone, we appreciate all the attention this idea has received and while I know this has been mentioned by others earlier in the conversation we wanted to confirm it is currently possible to remove the detailed summary from showing within the invoice email.
This is controlled within Email settings and updating your email templates for sales invoice.
If you open your template you'll see an option for 'Include action to online invoice and detailed summary'.
Having checked in with our team we have no plans for changing this flow in the short term, however this is a one time action so once you uncheck and save the template you'll find this removes this formatting from any invoices you send with the template applied.
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New Invoicing - Reset to Default Due Date option
New invoicing is missing the ability to select the default due date that is against the customer. I had to change the invoice date for a customer with set payment terms of 30 days from the invoice date and there were several suggestions listed but the old option to reset to default date was missing.
160 votesQuick roll out here 😊 the improvements for the date selector are now live to all users including the ability to Reset to default due date.
Just remember the default will be based on the setting in the contacts record, or if there is none saved this will default to the options set in your Invoice Settings.
Appreciate all your feedback and sharing with us through the idea here.
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New Invoicing - Print PDF option
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.
144 votesHi everyone, as of today we have released a change to this process. Rather than opening the PDF in a new browser window, now when you click Print PDF in new invoicing the file will automatically download for you to Print from your device. We thank you for your feedback on this.
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New Invoicing - Date picker without using "Pick another date"
Can the New Invoicing Template have a the original way to change the date instead of opening the date dropdown to then have to open the "Pick another Date" option if it's not today or yesterday.. If it was today it would already have that day selected, so why is it an option? just added extra steps to select the correct date..
101 votesHi team, the improvements to the date selector are now live to everyone! Thank you again, for all your feedback.
Along with this change, we also recently released an update to date entry shortcuts so you can now enter the same shortcuts that you had with classic invoicing such as +0 or 't' for today's date.
With copy and paste you'll find you can copy and paste dates however these will currently need to contain a '/' or '-' between the day-month-year to appear correctly.
We appreciate there are other options when selecting dates that our customers would like to see and there are other ideas that you may also like to vote and join for updates.
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AU Payroll | Payroll Activity Detailed report - Separate date and Employee name columns
I hope that there's separate columns for date and employee name as seen in the previous report as it's totally useful when summarising data for various period. For instance, when generating the old report, it's completely quicker to use the pivot table and other excel formulas to calculate the total hours work and the corresponding cost in a certain period and prepare a comparative report for various pay item/period and employee using the old payroll activity detailed report. It's a single payroll report where all the relevant information is included.
32 votesHiya team, thank you for sharing your feedback and letting us know the detail and why this is valuable to you. Based on feedback we received on the Employee name and Date columns the team have just released an update to the Payroll Activity Detailed report to include Employee name and Date as separate columns in the report and these will now show by default.
This will help as noted when exporting and using the data for further analysis outside of Xero.
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New Invoicing - Show Branding theme on an approved invoice
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
68 votesUnderstand the sentiment and urgency in wanting this feature available. We've just released an update so now you can view the branding of an invoice when viewing. This is visible on invoices with Awaiting Payment and Paid status 🙂
Thanks for your feedback and staying across the progress with us here.
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New invoicing - Ability to enter +0 for due date
New Invoicing - Due Date: entering +0 currently records the due date as 7 days from invoice date. This feature is useful when due date is same as invoice date. All other numbers work (eg +5, +6, +7 etc) but +0 does not. Please fix this.
23 votesHi everyone, we appreciate your patience while we worked on developing shortcuts into new invoicing.
We have now released an update and you'll find you can use the same shortcuts you used to in classic such as +0 or 't'. Thanks for all your feedback on this here.
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New Invoicing - Open attached files in the current window
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 tab78 votesHi team, thanks for staying tuned into the idea here for update of files preview. Our team have released a change, and you'll now find when you 'view' a file attached to an invoice this'll now show a side by side view so you can transcribe any detail as needed from the attachment to your invoice. ✨
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Financial Settings - Shorten financial year
Ability to shorten a financial year end on Xero without messing up reporting.
E.g. when a company's financial year end is shortened from 30 June to 31 December so there is a 6 month transition period needed.45 votesSorry we've not updated on this idea sooner.
We've now added the ability for you to create a short transition period (between 1 - 12 months long) when changing the Financial Year End date within your organisations Financial Settings.
To confirm the work in this space - Aligning with the UK basis period reforms we've made a change to Financial settings in Xero, so you can add start and end dates to different periods.
This change impacts multiple areas of Xero;
- Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.
- The same story will apply in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.
- In Xero Tax, you’ll…
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New invoicing - Display the item code
Display the item PRODUCT CODE (similar to the old invoicing) - we have a lot of similarly named products, so need to see the product code to differentiate.
103 votesQuick turn around on this one, team. Today we've released a change, and you'll now find item code is shown when viewing an invoice with new invoicing. Thank you for your feedback and voting on this idea.
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Invoicing - Add the 'unicorn' Easter egg to New Invoicing
On the classic invoicing, you could type 'I want to see a unicorn!' and this would appear across your screen for a brief moment however the classic invoicing is retiring soon so is it possible to add this also to the new Xero invoicing as well?
30 votesIt's really nice to see more light hearted ideas like this come through community from time to time. For anyone that was around when we first introduced the unicorn in classic invoicing there is probably some sentiment tied to seeing this inherited in new invoicing, too!
I'm happy to share that we have re-introduced the unicorn in new invoicing 🦄
Now, if you type 'unicorn!' in the Description field and tab or click across to the next field you'll see how we've added this little easter egg back into the mix. We hope to bring a smile back into your day as you're working in Xero 😁
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Reconciliation - Manually mark as reconciled multiple items at a time
There are some cases where banks do not have feeds available and the items posted as received or paid from these banks must be reconciled on an individual basis which takes a lot of time!
We need a reconcile all or a tick box system down the left hand side to be speed this reconciliation process up. I have many clients with these manual banks and it's extremely time consuming marking everything individually as reconciled.15 votesHi team, this is already possible. However you'll need to enable the mark as reconciled option on the Account Transactions tab of the bank account. If you click on the '?' icon in the top right of the blue banner you'll see an option to switch this on. Once turned on you can check the lines you need and select the More option where you'll be able to bulk Mark as Reconciled or Unreconciled. 😊
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New Invoicing - 1-click option to delete lines
In Classic Invoicing there is an X to delete a line. In New Invoicing I have to click on the 3 dots then select Remove from the 2 options that are displayed (Save to inventory or Remove). Please can the function of a single click on the X be retained.
34 votesThanks for your feedback and tuning into the idea here, everyone. Our team have been doing a lot of work in this space to iterate on new invoicing and improve the experience for our customers.
With one of our most recent updates the team implemented a change to the way you delete lines of your invoice. You'll now see a small 'bin' icon at the end of each line enabling you to easily delete lines as needed, without any extra clicks. 🙂
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Contacts - Money in/out graph from the contact overview Why removed?
Why has this been removed? I genuinely can't understand any good reason for doing so from a Xero user perspective. Please reinstate as soon as possible! It is such a helpful, immediate visual tool to be able to qet a quick insight into a client, or suppliers, payment history and patterns of behaviour. It highlights immediately where there may be gaps and is something I (and others in our business) make use of on a daily basis. Additionally, as someone who benefits from visual learning, to completely take this option away is hugely disappointing. I'm now faced with a page…
95 votesHi all, if you hadn’t already spotted, the Money in/out graph is back 🎉
It shows the cash in and out over last 12 months, and you can still mouse over the graph to show the actual amounts. The bars now have a minimum size for visibility! In the old graph depending on the difference in cash amounts the smaller bar would sometimes not be visible.
With this updated version you can switch to a table view that was added for our accessibility users/ those who prefer seeing a table rather than a graph. You can also choose to show or hide the graph entirely, just use the overflow menu above - see screenshot for illustration.
Thanks again for all your feedback on this change, we’re glad to be able to bring back an improved version!
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Xero Me - split accounts on expense
Can we have added the ability to split an expense new claim over more than one account from within Xero me, or at least be able to edit this from within Xero once claimed submitted.
19 votesHi team, sorry we've not updated you here sooner. You'll find you can itemise expense claims using the Xero Me app on Android and iOS.
You'll find this option at the top of the screen;
- On Android this looks like an arrow that splits
- On iOS there is the word 'Itemise' followed by an arrow that splits
When you click this option you should see the ability to add multiple items to a single claim where you can set the Account and Tax rate for each item within the claim.
Thanks for sharing on this with us, and contributing to ideas in the forums here.
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New Invoicing - Show invoice number on tab
The new invoicing system no longer shows the invoice number on the tab. It's handy when going between programs to use the said invoice number
35 votesAppreciate you all staying tuned into the idea with us here, everyone. We've made a recent update where you can now see the invoice number in the browser tab when viewing an invoice with new invoicing.
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Contacts - Attach file to contact from file library
Can I also please say, how frustrating it is that you can not now attach a file to a contact from the file library. This is how we have always attached our end of month creditor statements, that are emails to us, we have always forwarded these directly the file library, re name as required and then attach to the contact from the file library when completing the checking process for each creditor. This now will mean that statements can not be forwarded directly from the creditor email but will have to now be saved into a PC desktop file…
76 votesHi team, we've now released the ability to upload files directly from your computer to a contacts record! As noted in our last update, you'll find;
- The file library uploader option is now back on the Files tab of the Contact overview
- We display all files (including previously attached ones) allowing you to attach a file to multiple documents (e.g. Contact, Invoices…)
- We've enabled the ability to add multiple files from file library in one go
Thanks again for all your feedback around this and we appreciate you staying tuned to the idea here. 🙂
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