Settings and activity
6 results found
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103 votes
Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.
We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks
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Alison Walker
supported this idea
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413 votes
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…
Alison Walker
supported this idea
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231 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.
Alison Walker
supported this idea
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346 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
Alison Walker
supported this idea
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600 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
An error occurred while saving the comment Alison Walker
commented
Sorry but this sounds like a cop out by Xero - the solution that so many of your end users are asking for is a bit challenging for your technical team so lets offer a slightly better than the current work around as an option. The history behind any posting, though not always referred to, needs to be available as it is useful on the occasions that you need it. Your solution above does not allow for the history to be carried over and is still very cumbersome. In summary - no your proposed work around is not good enough. Please work on the option to 'unapprove' a bill which so many of us end users are asking for.
An error occurred while saving the comment Alison Walker
commented
This has been requested over & over in the years that I've been using Xero, it may seem like a small issue to you developers but it really isn't to us end users. There are many reasons why an approved invoice may need to be unapproved and deleting it and starting again (all be it by copying the original posting first) is not an acceptable answer.
An error occurred while saving the comment Alison Walker
commented
I can't believe that this option is not yet available and that Xero have no intention at the current time to introduce this option. Surely it's not that challenging an update that your developers can't deal with it?
Alison Walker
supported this idea
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493 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
An error occurred while saving the comment Alison Walker
commented
Tim - you have a point, I still struggle to refer to bills as bills (too many years referring to them as invoices!) I suspect that most commentators are actually referring to bills even though they've said invoices.
An error occurred while saving the comment Alison Walker
commented
To reply to Tim Sneller I can see your point regarding sales ledger invoices but a lot of the commentators are referring to the invoices within the purchase ledger where approving an invoice for payment which subsequently needs to be unapproved is an issue. Copying the invoice in question and saving for approval before deleting the approved invoice is the current way that this issue has to be addressed but then you are losing the history attached to the invoice that was initially input plus it's ok if it's just one or two invoices but if you have a batch of invoices that need to be removed from approval this really is not an acceptable solution. Being able to unapprove the original invoice keeps all the history visible as well as showing that the invoice went from approved back to waiting approval which is also useful.
Considering all the changes (downgrades) that Xero has recently introduced it's amazing that this issue remains.An error occurred while saving the comment Alison Walker
commented
Such a simple thing for you to introduce and certainly more important than the some of the upgrades (downgrades!) that you've introduced recently.
An error occurred while saving the comment Alison Walker
commented
This seems to be constantly requested, it seems crazy that it's not already a feature
Alison Walker
supported this idea
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An error occurred while saving the comment Alison Walker
commented
Have been asking for this for far too long now, I do not understand why this feature is not already available.
I will be changing jobs in the New Year and I'm considering turning down job opportunities with any future employer who uses Xero as I fully expect the abomination that is the new Sales Ledger process to be transferred over to Purchase Ledger once Xero have railroaded us to use their new Sales Ledger. The phrase 'if it ain't broke, don't fix it' springs to mind - the Classic version works so well for so many of us end users why won't Xero listen???