Settings and activity
12 results found
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3 votes
Something doesn't seem right there, Jean Marc. I'd recommend raising a case with our team of specialists who have tools to take a closer look into a few examples you may have of recent invoices that have been sent with this option selected and if possible an example of the email your customers received that shows this option?
Luke Armstrong
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16 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.
Luke Armstrong
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92 votesLuke Armstrong
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85 votesLuke Armstrong
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27 votes
An error occurred while saving the comment Luke Armstrong
supported this idea
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152 votes
Hi community, following on from my recent update we have a design for a new layout and we'd really like to get your feedback on this to help the team's work on improving the experience in new invoicing. They are also looking to interview a small pool of users for their research, too.
If you'd like to be involved, please use the form here ✍️to add your details and the team will be in touch.
We appreciate all your feedback on how we can make things better for you when working in Xero. I'll come back to share any outcomes with you all surrounding this.
Luke Armstrong
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246 votes
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
Luke Armstrong
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259 votes
Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here.
As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;
- You can now tab to select a highlighted contact and move through to the next field - related idea
- Create a new repeating template from a draft invoice - related idea
Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.
Once the team's work has concluded,…
Luke Armstrong
supported this idea
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277 votes
Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here.
Luke Armstrong
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68 votesLuke Armstrong
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20 votesLuke Armstrong
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An error occurred while saving the comment Luke Armstrong
commented
Yes, trying to add [Balance With Symbol] placeholder to an email INVOICE, but apparently you can only add it to an email STATEMENT. Would be good to be able show the customers current account balance on their most recent email invoice.
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159 votes
An error occurred while saving the comment Luke Armstrong
commented
I don't think Xero are going to fix this. As part of ATO regulations (in Australia) digital service providers linked to ATO are required to have MFA or two factor authentication (I'm assuming specifically for income tax/BAS security).
Not sure why this also affects the 60 minute time out but seems related due to previous information from Xero community.They could split tax payments and reporting into a separate part of Xero that needs it's own extra authentication.
In the meanwhile, if you are using your own desktop PC that only you can access, a possible workaround is to use your internet browser's password manager to remember your details*.
You will still need to authenticate every 24 hours. You will still need to log in again after whatever arbitrary time period Xero deems as inactivity, but it's only a few clicks instead of re-typing everything again and again and again and again.
It is unfortunate that we need to come up with workarounds for this obviously common problem and that Xero can offer no alternatives.
*You know how secure your PC is or is not. Caveat Emptor Let the buyer beware.
Luke Armstrong
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I have set up a custom email template for email invoices but new invoicing has altered it and includes our organization name instead of using my email template.
This has caused confusion with customers as the Company and trading as Business names are different. At least if I customize a template it should show my chosen name, but looks like new invoicing overwrites that altogether!
Please do not retire Classic invoicing until new invoicing is fit for purpose.