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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.
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Jean Marc Zanni
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55 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
An error occurred while saving the comment Jean Marc Zanni
commented
1725 ideas... It is amazing that the overall New invoicing topic had to create such a long list of request when it was claimed this would simplify our work...
The most distressing is the fact that on the XERO central dedicated page for the whole project, it clearly state copy invoice to Purchase order, a feature THAT is existing today in the "old world" will not be implemented until AFTER the old world is gone....
I can Imagine, Noah, telling a few creatures, Sorry, we will only build room for you after the flood... What do you think will happen to them...An error occurred while saving the comment Jean Marc Zanni
commented
Copy to Purchase order is critical to our work Flow. I will switch platform if not available at least 30days prior to the "retirement" of the old invoicing.
Jean Marc Zanni
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7 votesJean Marc Zanni
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28 votesJean Marc Zanni
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147 votesJean Marc Zanni
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239 votes
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…An error occurred while saving the comment Jean Marc Zanni
commented
In the Same Vain, You can directly approve an Invoice as it is created., but for a Purchase order, You need to:
- Submit for approval
- Approve from the Waiting approval list,
- Switch to approved
- Re-open the Purchase Order from the approved list
- Then you can Send...I can understand in large organization, that Approval by a separate person is critical. But I am one person Office... I do not need to have that level of protection.
Jean Marc Zanni
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1 voteJean Marc Zanni
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1 voteJean Marc Zanni
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71 votes
Thanks everyone, we thoroughly appreciate your feedback on changes when adding or editing a contact.
Since the initial release, our team have made an update and you'll find you can now enter IBAN and SWIFT into account number without it throwing errors.
Currently, if you save information into the account number field it'll spread across the bank account prefix and bank account number fields - The thing to note is that this will not impact processing of batch payments and will be one field when exported for batch payments.
We understand it’s not the perfect solution and are looking at further enhancing this - I'll keep you updated here.
Jean Marc Zanni
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1,030 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Jean Marc Zanni
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212 votes
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.
Jean Marc Zanni
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391 votes
Hi 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.
Jean Marc Zanni
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654 votesJean Marc Zanni
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110 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Jean Marc Zanni
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26 votes
Hey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.
However, if anything changes in this space, we’ll update you on this idea!
Jean Marc Zanni
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5 votes
An error occurred while saving the comment Jean Marc Zanni
commented
The Ability to use the MAp to calculate the Trip distance is good. But It is not at all convenient not to have the ability to mark the trip as round trip forcing us to either double the mileage rate which looks odd on the report or enter two separate claim.
Like wise a multi point tracking would be welcome. Meaning Trip from A to B, B to C then C to A in a single Expense report. This would be good When i send my employee shopping or do Service calls.Jean Marc Zanni
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90 votesJean Marc Zanni
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24 votesJean Marc Zanni
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148 votesJean Marc Zanni
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213 votesJean Marc Zanni
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Fourth time I try to switch to New Invoicing... Still No copy to Purchase order a key feature for me... But this is not the topic.
I notice some change on the page layout But not in the direction I expected.. We asked for less white space. I get a scroll bar instead... Until My page is used to it full width Would I expect a Scroll bar.
Since apparently this is still work in progress, I am holding my breath... Please surprise me...