Settings and activity
3 results found
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458 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
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Amy Russell
commented
The new invoicing isnt fit for purpose! Please bring back classic invoicing. On the new one you cant do the following (as far as I can see?) - add in a payment, - add in an expected date of payment, - see notes at a glance, - add in tracking categories, - create a credit note (it creates a duplicate invoice if you use the create and allocate credit), - copy using the same contact, - drop down to just approve, - see who an invoice was sent to, - change the date easily without having to click loads of options to get the calender view, and I am sure there are other things that i havent come across yet! PLEASE keep classic inovicing!!!
Amy Russell
supported this idea
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158 votes
An error occurred while saving the comment Amy Russell
commented
At the moment the start/previous or jump to page options are only at the bottom of the page on the bank rec screen.
It would be really handy if these could be at the top of the screen as well - saves having to scroll down every single time you need to find a transaction/date rangeAmy Russell
supported this idea
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152 votes
Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
Please please do not retire classic invoicing! Just "some" of the issues we are facing:
1. you cannot add an expected payment date within the invoice, you have to go to the awaiting payment screen and add in there. This is now adding extra time to our processes of adding remittance advice notes to invoices and the payment dates.
2. adding files is so much longer and often doesn't work the first time. So you have to repeat the long winded processed again.
3. if you change the date of the invoice, it automatically changes the due date to 7 days - regardless of any payment terms the contract has saved. And then you have to do 3 extra steps to put the right date in.
4. You used to be able to type in "+7" to put in a due date 7 days from now. This was such a time saved but seems impossible to do now.
5. editing an invoice is harder to do as the edit button is hidden away.
6. emailing an invoice is much harder to do as the email button is hidden away.
Please listen to your customers - although I dont think anyone from Xero is even reading these comments anymore?