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52 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
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Andrew Syme
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2 votesAndrew Syme
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429 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.An error occurred while saving the comment Andrew Syme
commented
@Glenda Brown. The Function to add new tracking Options is already there.
An error occurred while saving the comment Andrew Syme
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Ust a quick note to all those that want the Classic version to continue. I'm sure that Xero would be happy to consider this as long as you agree that any errors or bugs will not be fixed.
The first function to fail, I suspect will be the Xero to Xero Network as it is decommisioned.
The second failure will be with Contacts as the changes for Multiple Delivery Addresses is rolled out.
The Third function to fail, will be repeating Invoices being accessible in Classic, as the changes to contacts are rolled thru.
and on and on it goes.So Please, Be careful what you wish for !!
An error occurred while saving the comment Andrew Syme
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@Rae Stanton. Can you please explain how this is a bug ? It behaves as I would expect. Once a Contact has been entered, the Invoice is auto saved and the Invoice number control is progressed by 1. Until a Contact is entered, the invoice cannot be saved, therefore the invoice number control is NOT updated.
An error occurred while saving the comment Andrew Syme
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@Kelly, Can you PLEASE fix the Form for the Beta test on New New Invoicing !!
Andrew Syme
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102 votes
An error occurred while saving the comment Andrew Syme
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Hi Terri Orozco, Can you explain a bit further what isn't working for you. For me, the default terms on a new invoice are correctly calculated from today, which covers approx 90% of use cases. Its only after I modify the invoice date that I then need to adjust the due date by whatever number of days relative to today that I changed the invoice date. Very easy to do using the date picker.
Andrew Syme
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8 votesAndrew Syme
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95 votes
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 🙂
Andrew Syme
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234 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
Andrew Syme
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55 votesAndrew Syme
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1 voteAndrew Syme
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9 votes
Is there a specific element / field of the transactions that you're trying to search by?
Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled)
Andrew Syme
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8 votes
Hi all, I wanted to share that while there's no export option on the Account Transactions screen itself, it is possible to export a list of unreconciled Account Transactions with the Business Bank Account Reconciliation Summary report. If you export a copy of this to Excel you'll find the sections for Plus Outstanding Payments and Less Outstanding Receipts which are the unreconciled account transactions. Hope that helps 😊
An error occurred while saving the comment Andrew Syme
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Hi Hannah, How can I run the Business Bank Account Reconciliation Summary report for ALL the Bank Accounts in one Report ?
Andrew Syme
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287 votesAndrew Syme
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5 votes
Hi team, appreciate the feedback we've received on this, here. While I've made sure to share the needs back with our team, I also wanted to highlight how you can make sure you keep a copy of your file in your library for now.
If you shift files to a folder when you upload them to Xero, they will remain in the folder once you add them to a new invoice. So, this way you have it both attached to the invoice and available in the files library.
An error occurred while saving the comment Andrew Syme
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Hi Kelly,
Thankyou for that useful tip. But the Attach to NEW Invoice DOESN'T WORK from the files or from a folder. The screen goes to the invoice, but it doesn't attach it as there is no contact. Please see product IdeaAndrew Syme
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11 votesAndrew Syme
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13 votes
An error occurred while saving the comment Andrew Syme
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The functionality to Add a New Invoice from the files area is Broken as the file is not attached to the New Invoice.
Andrew Syme
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7 votesAndrew Syme
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9 votesAndrew Syme
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95 votesAndrew Syme
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35 votesAndrew Syme
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2 votesAndrew Syme
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Can someone please explain this request to me ?
New Invoicing has Auto Save. So All changes are automatically saved unless there is no Contact. Xero will not save an Invoice without a contact.
When does anyone intend to use the Save Button ?
As for Save and Close, What point ? Just click on the Breadcrumbs to get back to Invoices.