Settings and activity
70 results found
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2 votes
Vicki Carlisle
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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.Vicki Carlisle
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7 votesVicki Carlisle
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1 voteVicki Carlisle
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1 vote
Hi Vicki, while Xero acquired Hubdoc, these are still two quite separate products. We don't have any plans for renaming tags in Hubdoc, or vice versa for Tracking in Xero. We'll get a sense of the interest for this here, however I do want just want to be open from the get go that this isn't in our plans.
Vicki Carlisle
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31 votes
An error occurred while saving the comment Vicki Carlisle
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An error occurred while saving the comment Vicki Carlisle
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When we are signed in to Xero and go to access Product ideas we need to log in again, why don't we just have a single sign on process?
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9 votesVicki Carlisle
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11 votesVicki Carlisle
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255 votes
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…Vicki Carlisle
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58 votes
Hi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
Vicki Carlisle
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156 votesVicki Carlisle
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28 votesVicki Carlisle
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45 votes
An error occurred while saving the comment Vicki Carlisle
commented
We really need a date restriction in Hubdoc to stop it posting into 100 years earlier. How it even interprets 20/10/23 as being 1923 is crazy. Ideally the lock period in Xero would link through and limit what can be done in Hubdoc, but in the absence of that functionality it should be able to be set in HubDoc
Vicki Carlisle
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13 votesVicki Carlisle
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73 votesVicki Carlisle
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84 votesVicki Carlisle
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16 votes
An error occurred while saving the comment Vicki Carlisle
commented
I agree - when there's many rows, having to drag and drop them into the right (ascending!) order is a nuisance. Why can't they just come out in ascending order?
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16 votes
Hi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.
At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.
We'll keep watching the support for ideas closely and share any updates with you all.
Vicki Carlisle
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85 votesVicki Carlisle
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12 votesVicki Carlisle
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When we are logged into Xero and we come over to Product Ideas, we need to log in again for some reason. Can we have this so when we are signed into Xero that login transfers over and we don't need to sign in again?