14 results found
-
New Invoicing - History to include if invoice is resent
When an amendment is made and the invoice resent it needs to record who it has been sent to
352 votesHi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
-
Invoicing - Make the History & Notes the same as in Classic Invoicing
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
760 votesHi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
-
Invoicing - Add Payment details on invoice screen
When using the new style of invoicing, it is no longer possible to enter a customer payment which having to click on the receive payment option. Using classic invoicing, the fields to enter the payment are present on the invoice screen. The classic invoicing method is much more efficient when entering a large number of customer invoices, so it would be great if these fields could be added to the invoice screen on the new style.
346 votesHey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
-
New Invoicing | Contact - Change default selection on tab from "add new"
Currently trying to use the new invoicing, but I'll start typing a contact name then tab across before seeing the contact pop up, since I use this contact daily. Under the old invoicing, it would just find the contact once I hit tab. Under the new invoicing, a new contact is created. And since the invoice is saved immediately, this new contact is also saved, so once I finish with the invoice, I then need to go and archive the contact that was created.
Can we change the defaults or something to fix this?
It does the same thing with…11 votesHi community, appreciate your feedback. Currently our team are working on some improvements to the To field in new invoicing and the contacts card that appears when selecting a contact. We understand some of our customers make use of the keyboard much more than the mouse and in reviewing the flow when using Tab the team will be making a change to make selection of a contact and movement to the date field smoother. I'll come back to confirm the detail of the change when this is released.
-
New Invoicing - Type the date manually, without / delimiters
It would be really useful to have a way of typing the date without having to use a / in between the numbers, like you could on classic invoicing
e.g. 20012024 used to convert automatically to 20th January 2024 on classic invoicing
41 votesThanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.
Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.
-
Invoicing - Sending Invoices by SMS
ADD SMS OPTION TO SEND INVOICE VIA SMS. LOT OF PEOPLE SEND VIA IPHONE OR IPAD ECT
46 votesHi all, we wanted to share an update for our US customers that sending invoices via SMS is now available! We have just released this functionality and you can use the same Xero Central article as shared in the last update to understand the in's & out's of how this works. After this release we will be working on delivering this to the UK and NZ markets. As mentioned initially this is limited to the Stripe payment service but we will also be expanding this other payment services down the line.
-
Invoice templates - Set defaults for show/hide fields
When creating/editing an invoice with the new style, you can select fields to show/hide. We would like to be able to change these and set the changes as default - at the moment you have to go in and select the ones you would like to see every time you are editing an invoice. The main one for us is the discount column - we would like to see this on every invoice. Having this functionality to show/hide is good, but just don't want to change this every time.
13 votesHi everyone, we appreciate your feedback on the show/hide fields option. As you may have seen in other updates we're working on a new line item grid that will encompass a few enhancements we know our customers want to see, and will also include an improvement to the behaviour of the show/hide fields so the options you select will be retained. I'll come back to confirm when this is released.
-
Xero with Stripe: Support for Afterpay payments
Now that Stripe offers Afterpay, it would be helpful to add Afterpay to Xero's native Stripe integration.
48 votesHi team, we're developing more ways to pay with Stripe!
Soon you'll have the option to offer Afterpay as a payment method to your customers which we know is important to all of you who've voted on this idea.
I'll round back to confirm when it's live and more detail of how to do this. 🙂
-
Xero to Xero - Send the attached files on the invoice
When sending invoices from Xero to Xero it doesn't attach the actual invoice in the draft bill as an attached so we don't have this invoice for record keeping purposes and can't even see if there's VAT or No VAT charged on the invoice as it is not attached to the bill. This needs to be added.
9 votesHi team, apologies as we have jumped the gun a little - While it's currently possible to include a PDF of the invoice when sending via the Xero network, including attached files is not available just yet.
However, I want to confirm this is something the team are currently working on and we will share as soon as there is another update on this.
-
Invoicing | History - Show detail of action made
With the currect feature History and note report we are able to see which invoice for example has been edited - change name of invoice - reconciled etc. However we would like to have a more detailed view, for example if an invoice is booked in USD and someone will change the currency in EUR we are not able to see this change , we can see only that the invoice is edited by X person but we are not able to see the change. How can we have this feature?
26 votesHi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.
We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.
-
Inventory - Bulk update/import stock quantities
Ability to have bulk updates and import stock quantities into Xero.
Purpose: To save users time from having to adjust/update inventory one by one.
58 votesThank you to everyone that contributed to the teams research in this space. We wanted to share that discovery for bulk updating stock quantities has been greatly insightful and we're pleased to share that we are moving forward to develop a solution.
We'll shift the idea to working on it as development begins, and as this moves along we'll return when there is more opportunity for you to get involved.
-
Bills - Auto-populate fields when Files is used to create the bill
A number of bills are received via supplier portals rather than by email. The simplest entry point into Xero is therefore to drag and drop the pdf into the "Files" area of Xero and then create the bill. However using this method doesn't auto-populate any of the information for the draft bill like when using the email to Xero method.
I'm sure all the functionality is there for this suggestion : It would be great if files could be dropped into a specific "Bills" folder from which then Xero a) automatically created draft bills and b) auto-populated fields on these…
27 votesHi everyone, we're pleased to share that we have some work underway atm that will provide what you'd like to see here. Right now, along with work for managing duplicate bills, and providing a quick view of bills we're developing a bills upload feature where you'll be able to upload or drag & drop a file from your device to create a bill in your Xero organisation. You can read more of the detail on our blog and I'll round back to share once this is released for you all.
-
Chat - Insights and actions
I'd like to see a chat /conversational interface like ChatGPT where we can ask it questions like
What was our profitability last month?
Where is our biggest opportunity to cost cut?If I want to get profit to $*** with the same revenues what areas should I focus on cutting the most?
The goal here is to have conversational chat with Xero to dig through the data that's there and find action items to improve the business finances.
3 votesHi team, coming back across your idea here I wanted to share a new AI tool that we've launched that is currently in beta Just Ask Xero (JAX).
Currently JAX can automate some tasks and answer your questions ab out using Xero. We're continue to develop on JAX capabilities so you can stay up to date with what's coming next with JAX through our releases page here.
-
Bills - Draft Bills overview, add GST and Account columns
Is it possible to add GST and Account columns to the draft bills screen in Xero to check the account and GST total before approving?
11 votesHi everyone, right now our team are doing lots of work in the bills space to help you streamline your accounts payable. Soon, we'll be adding a quick view so you can review bills and make changes on the fly without leaving the list view. Read more on other changes coming to this space on our blog.
I'll keep you updated when this is released and you can try it out for yourself.
- Don't see your idea?