Settings and activity
6 results found
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149 votes
David Rose
supported this idea
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429 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.An error occurred while saving the comment David Rose
supported this idea
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4 votes
Hey all, just popping in with a quick status change!
Whilst we have added in a column for original currency, it's not possible to view subtotals for this column.
Understand that there's some interest from the community in this feature, so we're re-opening this idea to continue to collect feedback 😊
An error occurred while saving the comment David Rose
commented
Hi Ethan
more than just interest, it's ridiculous not being there. We have suppliers that bill us in US dollars and we pay them in US dollars, yet there's no where in Xero to see what we owe them in US dollars, only on UK sterling, which is no use to man nor beast.
I find it incredible that to use this (paid for feature) I have to get out a calculator before paying any supplier !!David
David Rose
supported this idea
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4 votes
An error occurred while saving the comment David Rose
commented
Absolutely. Or at least a way to configure the default (which for us would always be checked)
Why would anyone create a scheduled invoice and not want autopay turned on.(What's worse is that someone with Invoice only access rights can't turn it on. They can raise an invoice, they can approve and invoice, they can email out the invoice, but they can't set that the customer should be offered autopay (so more work for me) !!
David Rose
supported this idea
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283 votes
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
An error occurred while saving the comment David Rose
commented
Does anyone at Xero actually use their product to run a real business ?
I'm guessing not, otherwise they'd realise that making it simple for customers to pay outstanding balances trumps all other features."Building on beautiful" - what a load of BS. Seems that marketing is of more importance than actual functionality. Very poor.
An error occurred while saving the comment David Rose
commented
So current workflow
Email statement, customer opens pdf, customer copies contents of pdf to email, customer emails requesting copies of invoices, we email invoices, customer opens them one by one to pay !!!
This is really a waste of everyone's time.We just want a link in the statement email where the customer can view all outstanding invoices and pay all of them or a subset, in one click
David Rose
supported this idea
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163 votesDavid Rose
supported this idea
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The new invoicing really isn't fit for purpose. Some features have been removed from classic invoicing, others are still "under development" and many are much more long winded than they are with Classic.
I think it's time for the product manager to realise that they've made a big mistake with this redesign. Read the room and go back to the drawing board. We're all for change, but only when it makes our businesses more efficient, not when it adds stumbling blocks.