Settings and activity

6 results found

1. Invoicing - Make the History & Notes the same as in Classic Invoicing

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   161 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   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. 

   Nicola Rutter supported this idea  ·  Feb 22, 2024

2. Invoicing - Remember default settings

   402 votes

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   31 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

   Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

   As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

   Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked in classic invoicing. 

   Lastly, but also of importance in this idea is that we have released a new line item grid, where along with other improvements we've renamed the button for column selection so you can now see if there are hidden columns, and your last selection will be retained - we know this was causing some strife for customers and this release will resolve this issue. 😊

   Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

   Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

   As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

   Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked… more

   Nicola Rutter supported this idea  ·  Feb 22, 2024

3. Quotes - Attach file from library

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   2 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Nicola Rutter shared this idea  ·  Oct 27, 2022

4. Quotes - Title and Summary to flow through to Sales Invoices

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   209 votes

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   submitted  ·  116 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   Nicola Rutter supported this idea  ·  Oct 27, 2022

5. Audit Trail Report

   383 votes

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   submitted  ·  22 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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   Nicola Rutter commented  ·  Sep 5, 2022  ·  Edit…  ·  Delete…

   I find the xero audit trail painful. To be of value to me I would also like to see quantity as a choice

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   Nicola Rutter supported this idea  ·  Sep 5, 2022

6. Invoices - Unapprove option

   487 votes

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   submitted  ·  160 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   Nicola Rutter supported this idea  ·  Mar 12, 2023
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   Nicola Rutter commented  ·  May 31, 2022  ·  Edit…  ·  Delete…

   This function would save a lot of frustration - if I press approve instead of submit for approval - I have to avoid and redo. This in turns makes for messy audit trails as I have to remember to filter out voided/deleted transactions when running a report.

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