Settings and activity
7 results found
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856 votes
Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.
I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.
While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.
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Haidee Nightingale
supported this idea
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385 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Haidee Nightingale
supported this idea
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709 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.
An error occurred while saving the comment Haidee Nightingale
commented
This has NOT been fixed. From the new invoicing layout, when you resend an invoice to a different email address (which often happens when a business will email or phone and request it to be resent to a different email address or if it needed to be altered and resent) it just shows in the history as Edited and 'invoice updated' and doesn't show a history of having been emailed and where to. Being able to prove something was emailed and a history of where it was emailed is critical!
Haidee Nightingale
supported this idea
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476 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Haidee Nightingale
supported this idea
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224 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.
Haidee Nightingale
supported this idea
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433 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.
Haidee Nightingale
supported this idea
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28 votesHaidee Nightingale
shared this idea
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@Kelly Munro - when will these updates be implemented? I tried new invoicing again today and the date picking hasn't been changed yet. At this point I cannot even fathom the amount of time entering hundreds of invoices is going to take me with the new invoicing. It is clunky and slow (it doesn't register my code input as quickly as the classic, there is a few second lag so I am constantly getting a pop up box for New Item on a code that already exists because I'm moving faster than your new invoicing can keep up). See attached screenshot. New Invoicing does not respond quickly, it isn't showing me a preview of my invoice on the odd occassion I hit approve and send (and don't get me started on approve and send being the default and at the top right instead of the bottom). This is a major issue for us. I had hope it would be fixed in time for the roll out but we're 20 days away and nothing has changed.