Settings and activity
19 results found
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138 votes
Jill Fechner
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237 votes
Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.There are really important reasons why we must go forward with sunsetting classic invoicing…
Jill Fechner
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46 votes
An error occurred while saving the comment Jill Fechner
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15 votes
An error occurred while saving the comment Jill Fechner
commented
agree
An error occurred while saving the comment Jill Fechner
commented
Agree, employee name should form part of the filename
Jill Fechner
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3 votesJill Fechner
shared this idea
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64 votesJill Fechner
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13 votesJill Fechner
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3 votes
Sorry to hear you've not warmed to the new layout. In order to turn this thread into an idea we can collect direct feedback for change on, I've adjusted the title to reflect the point Jill raised on customising the columns that are shown in the table.
You're welcome to start new ideas for specific points of the new page that you'd like to see changed, and you'll find we have a couple of others that I've linked below and you're welcome to support.
We appreciate hearing how we can continue to adapt the new view to help you do business, however I want to be upfront that with this upgrade being a necessity to Xero's platform we will not provide the ability to go back to the previous page.
An error occurred while saving the comment Jill Fechner
commented
Totally agree.
Not beautiful at all.
Hard to read.
No way to revert back to the old layout.
No way to hide the planned date panel at the top, which is unnecessary.
Why is the planned date font smaller.
The icon on the date if overdue is distracting.
Contact column not wide enough.
The only useful thing about this update is the ability to set a default view.Jill Fechner
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263 votesJill Fechner
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395 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
Jill Fechner
supported this idea
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553 votes
Hi team, further on from our last update we are extending the ability to automatically record Xero subscription invoices in your organisation to UK customers via einvoicing.
As a first cut if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll need to enter your businesses VAT. Over the following months we'll be building on the experience so you can eventually choose this option from the online invoice itself. We'll keep you updated of progress for this, here.An error occurred while saving the comment Jill Fechner
commented
Done, will have to wait til next month to see how it lands
Jill Fechner
supported this idea
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158 votes
An error occurred while saving the comment Jill Fechner
commented
This is a must have. This feature was available in Quickbooks and I was really surprised that such a basic thing was not available in Xero.
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966 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.…
An error occurred while saving the comment Jill Fechner
commented
https://central.xero.com/s/learning-assignment/a3O3m000007UcgnEAC/lea31109729 noting your learning still references the single page contact form !!
An error occurred while saving the comment Jill Fechner
commented
The ability to change the primary contact without re-entering it would also be appreciated. Contacts change all the time, I should be able to mark another contact as primary which unchecks the existing primary person.
An error occurred while saving the comment Jill Fechner
commented
Data Relationship 101 - create 1 company (type = Customer or Supplier) with many contact records allowed
An error occurred while saving the comment Jill Fechner
commented
Critical for a lot of users. Update please.
Jill Fechner
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26 votesJill Fechner
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44 votesJill Fechner
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37 votesJill Fechner
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194 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
Jill Fechner
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225 votesJill Fechner
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451 votes
Hey community, 👋 thanks for all your support on this idea, I’m pleased to let you know that this has been delivered for UK Payroll initially! It includes the ability to select the date range you’re interested in, and check boxes to either select all results or multiple. Then you can download your selection as a single PDF of multiple payslips.
For users in AU and NZ we know this is a highly anticipated feature, however to be open this is not any immediate plans for those teams so we’ll leave this idea open. While we appreciate it doesn’t help employers needing bulk downloads, employees can be invited into the Xero Me portal to self-serve payslip collection.
Customer moving to Peppol and requires einvoicing. I cannot do this with the current repeating template I have. Seriously !! The New Invoicing template can not be used for a repeating invoice. Why??