For small businesses

4205 results found

1. 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.

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   96 comments  ·  Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here. 

   As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;

   • You can now tab to select a highlighted contact and move through to the next field - related idea
   • Create a new repeating template from a draft invoice - related idea 

   Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.

   Once the team's work has concluded, and they've confirmed next steps I'll come back to share more with you, here. 

   Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here. 

   As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;

   • You can now tab to select a highlighted contact and move through to the next field - related idea
   • Create a new repeating template from a draft invoice - related idea 

   Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.

   Once the team's work has concluded,… more

2. New 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

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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   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. 

3. 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

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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

   Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

   In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

4. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

   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.

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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
   When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
   When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
   We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

   Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
   When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
   When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
   We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't… more

5. 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.

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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, following on from my recent update we have a design for a new layout and we'd really like to get your feedback on this to help the team's work on improving the experience in new invoicing. They are also looking to interview a small pool of users for their research, too. 

   If you'd like to be involved, please use the form here ✍️to add your details and the team will be in touch. 

   We appreciate all your feedback on how we can make things better for you when working in Xero. I'll come back to share any outcomes with you all surrounding this. 

6. 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.

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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here. 

7. Batch payments - Ability to include credit notes

   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.

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   submitted  ·  56 comments  ·  Business features  ·  delete…  ·  Admin →
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8. New Invoicing - Option to switch Autosave off

   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?

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   submitted  ·  24 comments  ·  Business features  ·  delete…  ·  Admin →
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9. 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!

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   submitted  ·  10 comments  ·  Business features  ·  delete…  ·  Admin →
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10. New Invoicing - Remember default settings

    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 :)

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    submitted  ·  7 comments  ·  Business features  ·  delete…  ·  Admin →
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11. 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 and defeats the purpose of this new invoicing portal.

    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… more

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    submitted  ·  15 comments  ·  Business features  ·  delete…  ·  Admin →
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12. Navigation - Freeze or make sticky to save scrolling

    Can the main pull down bar (Dashboard, Business, Accounting, Projects, Contacts) be fixed at the top of the page? When viewing a screen that has 100 or more lines, it would be a lot more convenient to have immediate access to this than having to scroll all the way back up.

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    20 comments  ·  Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂

13. 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"

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    submitted  ·  10 comments  ·  Accounting features  ·  delete…  ·  Admin →
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14. New 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.

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15. Bills - Flag a Bill as 'in dispute / query'

    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'

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    192 comments  ·  Business features  ·  delete…  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    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 thought that the community would appreciate knowing that this is being looked into. As always we’ll return here when we have more to share 😊

    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… more

16. User Role - Access to specific feature only

    "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.

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    25 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.
    ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
    We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
    We'll return to share on the outcomes of our research and any progress around development of roles in Xero.

    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct… more

17. New invoicing - Auto adjust the column width when additional columns are added

    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.

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    submitted  ·  5 comments  ·  Accounting features  ·  delete…  ·  Admin →
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18. 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.

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    submitted  ·  9 comments  ·  Business features  ·  delete…  ·  Admin →
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19. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

    New Invoicing - I need to print invoices regularly for counter sale customers. Using new invoicing it used to open a new chrome tab when you clicked Print PDF from there you could print or download the invoice easy.

    In a recent update (See link https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47646932-new-invoicing-print-pdf-option) the Print button now only allows you to Download invoices.

    Please revert to the old system where printing or downloading took the same number of clicks

    or

    • Change the current Print PDF button to read "Download PDF"
    • Add a new "Print PDF" Button that actually prints the invoice.
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20. Reporting - Option to remove the Date from the Footer of all reports

    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 we have a resolution signed date, then a report date at the bottom that is completely different. It does not look very professional at all.

    Rather than having to re-run these reports each time, which creates inefficiencies, we need the ability to be able to toggle this date on and off - at least at a template level, or alternatively at the report level.

    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… more

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    submitted  ·  2 comments  ·  Accounting features  ·  delete…  ·  Admin →
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