Settings and activity
48 results found
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598 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment An error occurred while saving the comment 
Kathy Skinner
commented
@Fiona - petition signed and shared.
@ Jim Morris & Martin Danger - I agree the history needs to be the same as in classic. I have used this to prove that an invoice/s have been sent when not only filing with a Debt Collection agency but also for clients to prove that an invoice has been sent and to who, when and the email address it was sent to when they have claimed they never received it.
It is an audit trail and especially important in the case of a dispute about something.
I find the reply about it to Martin absurd as it seems they can't be bothered to bring that over or else they the developers are too dumb to actually do it. According to Kelly's answer above we'll see all that. I also want to know who made changes to an invoice and when not just "edited" or whatever.
I don't want to have to copy and paste the email address/es I have sent the invoice to into history as a note just incase there is issues in the future.So tired of these so called improvements that don't work. The new invoicing has supposedly been in the pipeline for 7 years yet it's just rubbish at the moment. If it's been this long coming then it should be as good as classic with improvements needed not going backwards. It also shouldn't be getting forced on us till it actually works properly.
An error occurred while saving the comment Kathy Skinner
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Seriously the notes and history is total **** - every time they say something is fixed it's got worse or something else has disappeared altogether or is worse than it was originally.
Now I get an email about the change over of our plans and when they will happen and what the new price is effective as of the 12th September yet they haven't fixed the issues with this new invoicing but are expecting us to pay the increase. No choice either since they only allow Direct Debit and no doubt if you blocked that then they'd block your access.Surely there is something under the Fair Trading Act that might cover this as being a service that's not fit for purpose under the circumstances yet they are increasing the price and forcing us to use it. Maybe the Commerce Commission could help?
I saw a post earlier from another user (not sure which forum they posted it on though) who said they would lay a complaint if this went ahead but not sure if it was with the Commerce Commission or another agency.Time Xero admitted their failure on this and pulled it until it actually works, not force it on users saying ***'ll be all sorted by November. Considering all the things that have been requested over the years that is highly unlikely this will be sorted like they say but we'll be stuck using it.
I've had more problems since they started this new so called invoicing with things not loading or just going into a cycle of trying to load or just taking me back to log in etc plus in some cases the back button takes me to a totally different screen than what I was in and just needed to go back to the original page.Kathy Skinner
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An error occurred while saving the comment Kathy Skinner
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Maybe only works from their end. They are totally not listening and it's frustrating to say the least.
An error occurred while saving the comment Kathy Skinner
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I've noticed it only mentioned the name of the person the invoice got sent to which is no help if the actual email address doesn't also show. Having to click back to "email" to see what that was is so time wasting.
This whole history is rubbish it needs to stay exactly as classic as I've used this in disputes where they claim never to have received an invoice and I can provide exactly the time, date and to who it was sent to.
I also had to use this when I lodged a Debt Collection against a client who refused to pay saying they didn't get emails however I was able to prove they had been sent using this.These developers seem to have no idea of the implications that can arise when things are changed so much in this regard.
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434 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
An error occurred while saving the comment Kathy Skinner
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This shouldn't be a "working on it" it should have been done from the start. Supposedly there's been over 30 improvements on the new invoicing yet it seems like it's been over 30 useless improvements or downgrades - multiple drop downs to get to what you want, failure with the history side of things, approve & email default is not an improvement either. All the additional scrolling along with everything else that isn't user friendly.
Sorry but new invoicing is not an improvement on the classic. Big fail on Xero's part.
Kathy Skinner
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712 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
An error occurred while saving the comment Kathy Skinner
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That's because they don't even know why it does that. I get similar answers when I have issues with other sites, log in under incognito mode still doesn't help in some cases even after clearing cookies etc - I use Google Chrome all the time and generally there is no issue so it's at their end with all the changes I bet and they just don't want to admit they are failing their customers.
An error occurred while saving the comment Kathy Skinner
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They can't even get the correct due date on their own invoices for Xero subscriptions - invoice shows due the date of issue, the cover email then tells you it will show as overdue for up to 15 days but payment will be taken by DD on the correct date - bad from a bookkeeping side when entering a due date - I change it to the actual due date otherwise it would throw out any reports for the month.
If they can't fix this then no wonder they can't get new invoicing correct or fix what everyone is asking for.An error occurred while saving the comment Kathy Skinner
commented
Time Xero admitted they have STUFFED UP BIG TIME with the new invoicing and stop the conversion over to it till it actually works like the classic with maybe some improvements.
Your users are telling you what's wrong but you are basically ignoring that and doing what suits you with these so called fixes or upgrades.
This is even worse than the new look GST reports and the fact you took away the ability to Publish them was a big failure as well.
An error occurred while saving the comment Kathy Skinner
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@Claire - cause they don't want to admit they have mucked this up and it shouldn't go ahead till it's all sorted so they use the excuse that they are continuing to take in our feed back and make changes but to me it seems they are just being selective on those as well as to what they do first.
An error occurred while saving the comment Kathy Skinner
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Yep and I tried to do one draft invoice for a group of customers like in the classic version and I can't do them. It requires a contact name to be entered not the Group name I want to generate the invoices for which then generates all the draft invoices for them. To me it seems I will have to copy to 30+ Individual customers in a tier taking up even more time when I have over 100 membership invoices in different ranges to generate already.
Unfortunately it seems Xero really doesn't care about all this negative feed back otherwise they would be sorting all these issues out before forcing the new versions on us and hold off increasing the price for the subscriptions.
The same with the GST report which we will be forced to use from end of June - it's totally horrible to look and read and again they don't care otherwise they would hold that as well till it was more user friendly. Bad enough they aren't even including the ability to publish the report but also aren't addressing the layout issue, I found it actually increased the number of pages to print should you need a hard copy by almost double because of the new layout.
Their answer seems to be either close the thread, or as Kelly wrote above asking us to sign up to supply feedback but will they even really consider everything considering there's been so much negative feedback on both new invoicing and GST returns among other things. Plus they ignore things that have been requested for years and instead do what they think is best for their users when that isn't always the case.
Seems all they're interested in is profit now and have such a monopoly now so to speak that their subscribers no longer truly matter as it is difficult when you multiple clients to move them to another.
They've lost their core value from when they started out as being a competitor to other packages out there and who they wanted to represent.
An error occurred while saving the comment Kathy Skinner
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I just checked the new invoicing to see if it allows me to do bulk invoicing like the old system and it doesn't. Under the old version I have multiple groups that get invoiced a membership depending on their tiers. I have been able to generate one draft invoice which then allows me to create the same invoice for everyone in that group and then approve them all at the same time. Some have up to 30 in a group and it saves so much time when you have over 100 invoices to do.
The new version doesn't appear to allow it that I can see as when I switched while trying to do it for a group instead I get a message it doesn't have a contact name and the next invoice number would be allocated.If it's to do with the old platform that this change has to happen then everything on the classic should have been moved over not be done piece meal like you are doing then adding things on the way as people complain.
Plus this should have been sorted before making your customers use it and retiring Classic - you have gone backwards on this badly. It's what I would expect when you first started out years ago and actually listened to people about what was missing or their suggestions on what was needed or wanted.The screen view is still horrible and despite multiple complaints on the view it's had nothing done about it and I haven't seen anything to say this is going to be looked at.
Has anyone else worked out how to do a bulk invoicing in the new version or do we have to do individual ones all the time and using "copy to" for the next client who has exactly the same invoice details.
I should bill Xero as doing over 100 invoices like this is going to take up so much time. I feel for everyone who has way more invoices than this to issue and send out each month.
Also does anyone have a suggestion on another NZ based accounting option, I have another client who doesn't issue invoices at all as they are a POS mainly and any invoices that are issued are done outside of Xero via a Hospitality program but does need bill entry etc, the Starter version isn't suitable as it only allows 5 bills a month and we need to enter more than that so she has to be on the Standard which is a higher fee and basically a waste of money for her. Not interested in using MYOB as I don't like that one either. I looked at Hnry but that also doesn't work for her.
The only one I have been able to find that is pretty competitive as far as what I need is "Reckon" that is giving 50% off for 6 months but I think it is AUS based but still cheaper after conversion to NZ$ and has more options for their Accounting Plus plan which would probably be suitable and much better than Xero's Starter plan is. Has anyone used this one or knows a bit more about it?Time Xero realised their customers maybe starting to look elsewhere for cheaper options that have basically the same if not more functions. Pity they have such a hold on customers that it can be difficult to change over to someone else, especially when you have multiple clients and then it can also depend on other factors outside of your control in regards to moving to a new program e.g Accountants, Auditors etc who all use Xero and won't use anything else.
An error occurred while saving the comment Kathy Skinner
commented
The new invoicing is horrible and takes up way too much screen. I hate it and I use "tracking" categories for two of my clients and now that is also no longer visible and all I've been able to find out on that is that it's now behind the scenes somewhere. Doing invoicing on the new version is totally frustrating. I also use inventory items for sales and that no longer shows. When you're sending out over 200 invoices and have groups set up for certain items doing one drat invoice for the group is so much easier.
Whoever comes up with these ideas needs to spend time doing accounts like some of their subscribers who have to issue multiple invoices then maybe they'd stop bringing in useless time consuming changes that don't work.
Actually sick of Xero and their updates, unfortunately they've made it quite difficult to switch over to another option when some of the Chartered Accounts and also Auditors who I work with use Xero and like the fact that they can access my clients files without having to export stuff then import into a different system
You are becoming overpriced for your packages, considering you started out as another option for users over other packages. Seems now you have a good market share world wide all you want is better profit for shareholders and no longer care what your customers want or need. You will end up out pricing yourself and loosing customers and I'm no longer recommending Xero to anyone.Kathy Skinner
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74 votes
An error occurred while saving the comment Kathy Skinner
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Agree - they are all about the money now, increase the price for a package that is going backwards especially now.
Kathy Skinner
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343 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Kathy Skinner
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NO DEFINITEY DO NOT like the option.
Kelly claims through testing they found the majority do email straight away more likely a minority but they are never going to admit they have stuffed up Xero in a big way from what it started out as.Who is the majority and what line of business are they from as they should say as maybe it is suited to some type of businesses but it doesn't work for every business.
Never in all the years have I been using Xero do I send the invoices out straight away.
They are double checked first as sometimes changes have to be made afterwards, and it's a nuisance when you have to then either re-send it with the changes or even if you cancel that one then send a new one entirely as they then sometimes think they've been invoiced twice even though you have told them ignore the first invoice.This option is a big failure and they shouldn't have done this. Who are they actually listening too in the end? Seems no-one of any significance especially the majority of users.
An error occurred while saving the comment Kathy Skinner
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I spoke to someone the other day who knew the original developers of Xero and knew what was needed, he agrees that these ones that are now doing the so called upgrades have no idea about how things need to work from an accounts side if not actually using it all the time.
Xero is slowly going backwards not forwards ever since it was sold yet they increase their prices every year for something that is getting less user friendly because they want pretty not functional and really don't care about their everyday users.
If they did they would be implementing everything that was in Classic and then looking at improvements from there.
All we get is gaslighted - all the recent changes across it are or weren't asked for then Kelly has the cheek to say that publishing of the GST returns is not in the immediate plans to bring it back but may be in the future.
I still won't use new invoicing until I have no choice in the matter and it definitely should be pushed out further until everything is sorted that is wrong with it.An error occurred while saving the comment Kathy Skinner
commented
Their majority is what they decide it is - unless it's based on their developers/IT who don't actually use the program in everyday life.
How about you survey all your customers on this not do it based on a majority - bet you there would be way more against the approve and email option than they are saying.
An error occurred while saving the comment Kathy Skinner
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No doubt the majority is what Xero thinks it is. Maybe suitable for ones who invoice on the go and don't have to worry about other issues and can send straight away.
This should never have been set as the default, once again Xero decide how we use things. If they can change it to this then they should be able to easily set up how it was originally or allow the user to set their own default. I don't even approve and send invoices straight away and I imagine this is going to cause a lot of issues for one of my clients when its forced on them, as they are in the Travel Industry so need to double check invoices before they are even sent out as sometimes there are changes needed to the invoice after it's generated.XERO AREN'T LISTENEING TO THEIR USERS - MAYBE IT WORKS FOR THEM BUT NOT EVERYONE OPERATES THE SAME WAY SO STOP FORCING THINGS ON YOUR USERS THAT AREN'T PRACTICAL.
An error occurred while saving the comment Kathy Skinner
commented
I also never approve and email straight away as sometimes these get sent to another person first for review so SHOULD NOT BE THE DEFAULT. Stupid that they set that option as the default when it wasn't the option in classic.
They don't care what their users are saying judging by Kelly's comment above. They should have migrated everything from classic across then looked at adding options to that not change everything when moving over.
It is horrible to use and I dread having to use it when classic is no longer available.
So many requests have been put forward over the years and they ignore those and just do what they want because maybe there haven't been enough votes for a suggestion, or they turn off the ability to vote. Gone down hill and continuing to go downhill from what I see yet put their prices up but offer big discounts to new users and never mind long term users. Seems we're paying to cover the difference.Kathy Skinner
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New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
407 votesThanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…An error occurred while saving the comment Kathy Skinner
commented
Typical reply from Kelly above remove features that everyone used with no plans to bring them back but will monitor instead or keep them under review.
They are totally ignoring what everyone is saying is wrong with new invoicing and forcing us to move to a substandard version as I see it. I refuse to use it and constantly switch back to classic. If this has been in the pipeline for some years then all the classic should have been able to be brought across with additional features added not completely revamped like they have done.
An error occurred while saving the comment Kathy Skinner
commented
Seems this is typical of Xero now, don't like the negative feed back they are getting on this so called new invoicing so either "not planned", will keep the idea under review blah blah blah … all excuses as to why they don't do things asked for.
Don't see why they couldn't have just brought classic over to the new platform then asked or implemented changes from there that people have asked for.It is still horrible to work with and despite what little they have done to it it still is inefficient for users across multiple businesses.
They really don't seem to care anymore just want to up prices for a program that is going backwards in more ways than one.
Kathy Skinner
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48 votes
Appreciate your feedback, everyone. Currently our team are doing some work on improving the line item grid (where you enter details of your invoice) this also involves providing the ability to view the full account name both when editing and viewing the invoice. For now we'll shift this idea to working on it and I'll share more news when this goes live. Thanks
Kathy Skinner
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42 votesKathy Skinner
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218 votesKathy Skinner
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369 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
An error occurred while saving the comment Kathy Skinner
commented
They're too busy forcing unwanted changes, seems they're now ignoring everyone and just suggesting links to help when they do respond.
The new invoicing is still hideous in general to look at and use. I switched straight back to classic only you have to do that every time you log in as it only remembers it for 24 hours.
It seems they really don't care now about getting this right and the fact their users are telling them everything that is wrong with it. Yet they are putting the price up for something that is now not as user friendly as the old version was. Not sure who they're listening to when they say they're taking in the feedback since most of the requests aren't being implemented that should have been there in the first place when it was switched.Bad customer service and any one else would loose customers if they treated theirs this way.
An error occurred while saving the comment Kathy Skinner
commented
Xero really don't care it seems. The new invoicing should not be implemented fully until such time as it actually works and has the same features as Classic has now. It's inferior in so many ways and I am not looking forward to using it and will stay with classic until the end.
If this has been in the development stage for so long then your programmers can't be that great as they should be able to move over everything to the new platform and adjust accordingly so it works the same as Classic.I suspect you are going to lose a lot more customers in the coming months because you don't listen to your current ones.
Everyone works differently so you can't assume what you have implemented is going to work for everyone, stop with the generic answers and admit you have actually gone backwards in this case.
Kathy Skinner
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69 votes
An error occurred while saving the comment Kathy Skinner
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They have never increased the bill limit. They increased the invoice limit and the bank reconciliation lines (used to be only 20 lines a month if I remember when this one started) Invoices were only 5 like bills, they increased that and the bank lines but have never addressed the bill limit.
Due to this one of my clients has to use the next one up just to process her bills and she doesn't issue invoices from Xero these are done from outside Xero.
For this reason I am moving her to a cheaper option that allows everything and more in their package that would be equal to what she is currently on and is going to save her over $600.00 a year in fees. While you do have to go with some of what is set up I can work with that for what she needs without having to upgrade to their next one which is still cheaper than Xero.
Xero no longer seem to be what they started out to be - competitive against other packages and for the small business, yet justify these constant price increases due to the so called improvements they push on their customers yet continue to ignore what is asked and in some cases been asked for over a number of years.An error occurred while saving the comment Kathy Skinner
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@Joana - they are money grabbing now as I see it with these increased costs - increased the Ignite Plan but no additional bill increase limit at all. I would move my one to that plan but as mentioned before the bill limit doesn't work so she is stuck with the Standard/Grow one unless I can find another package elsewhere that will reduce her costs.
An error occurred while saving the comment Kathy Skinner
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Has anyone looked at or used Instabooks New Zealand? They have a plan that is cheaper than what is currently the Standard and if paid for the year gives you 25% off for a limited time. Based on that alone if I moved my client who issues no invoices but has upwards of 20 bills a month would save her over $500 a year if I paid it based on the yearly one and it would also mean she doesn't have to worry about that cost each month. Just not sure if it's inclusive or exclusive of GST but either way still works out cheaper for her.
The first plan (Launch) has a disadvantage of not tracking GST but could be good for someone who isn't GST registered so doesn't require that and is again cheaper than even Xero's Starter/Ignite and even if GST is added to the cost would still be cheaper than Xero. That said would probably also depend on your invoices/bills per month in which case then the next one may be suitable.
You get the option of paying yearly or monthly as well which is a bonus.The fact they've put the price of the Starter/Ignite up but no increase in the bill limit is just plain greed, so basically poor you if you have more than five bills a month we'll either make you have to upgrade into the next package or else really don't care if they lose those customers. Like some have said they issue very few invoices in a year but have way more bills. They have diverged from what they set out to do when they launched being for SME and competitive with other packages.
Maybe they need to lose 1/2 million customers worldwide and take a hit in their profits to wake up to what they are doing to loyal customers.An error occurred while saving the comment Kathy Skinner
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I agree - I have a client who will be have to stay with the Grow Plan just because of the number of bills per month. I can't downgrade her to the Starter/Ignite Plan as they only allow 5 bills - this has never been increased since it was brought in and I'm sure a lot of companies have more than 5 bills but I guess it's Xero's way of making you go to the next plan up and that sucks if you don't need everything in that plan. The invoices used to be 5 as well with limit of 20 reconciliation bank lines and the bank lines were insufficient as well. They increased those two but have never adjusted the bill limit.
I tried a journal to see if it could be a work around so I could downgrade her as cash flow is tight a lot of the time so being able to drop her down would have been great. She also doesn't issue invoices so doesn't need 20 a month, unfortunately it isn't as they don't appear on the payable's list which I use to see what needs to be paid or has been missed/overdue. As I see it the Ignite is still no different to the Starter version but costing more for no change anywhere.
Kathy Skinner
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165 votes
Hi community, appreciate your feedback on the new GST return and detail of how the Publish feature is useful to you. While we don't have immediate plans for developing this in the new return, this is something we're monitoring and will consider as a future improvement. If there is any change around this we'll share this with you all through the idea here.
Kathy Skinner
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An error occurred while saving the comment Kathy Skinner
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Agree @Heather - it seems they're using the moving to a new platform as an excuse to not bring things across which should be moving over with future improvements made/considered. Xero appear to be going backwards with all these changes to new versions of things in some cases.
An error occurred while saving the comment Kathy Skinner
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Agree wholeheartedly. I sent the latest return for review and there were 84 pages to it for the GM to go through. Absolutely hideous layout. Why they changed to landscape I have no idea. It was embarrassing to say that is was 84 pages long.
Way too much white space and way too big a gap between lines.
They must all be half blind that they need something bigger to look at.An error occurred while saving the comment Kathy Skinner
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It is a pain to have to export returns to keep a copy of what you file, auditors use the Published reports to view returns and it is so much quicker for them to view there especially if changes are needed to what has been filed.
Pretty sure none of these so called IT people even consider the implications of the changes they make that actually take away functionality or what is needed in every day accounts let alone when Audits are done.An error occurred while saving the comment Kathy Skinner
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@Chris - thanks for that, I will do. I'm still exploring other options at this stage.
An error occurred while saving the comment Kathy Skinner
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They have to give their IT developers something to do to justify the price increases which are becoming all too frequent - can't see how changes always require a price increase.
They are now getting too expensive for some who they were supposed to be working for when they first started out by offering a cheaper and easier version than other packages out there.
As much as I don't like MYOB I'm looking at their Lite package for one of mine which will be cheaper even after the six months at the discounted rate and gives me what I need that Xero aren't giving in the Ignite package - eg ability to enter more bills than the stingy 5 Xero allow. Not sure why they think some companies have no more than 5 bills a month which has been in place since they launched.An error occurred while saving the comment Kathy Skinner
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It's because they now think they know what's best for their users so will go ahead anyway. Agree less than a months notice that from end of June the old report and options will no longer be available is terrible.
I hate the new look report and the fact that it now increased the number of pages to be printed if you need a hard copy is even worse. Meant to be reducing our use of printed matter and Xero are increasing it - so much for helping the planet.An error occurred while saving the comment Kathy Skinner
commented
I just gave both responses a thumbs down on my feed back along with negative feed back.
One for the Publish report and one for the late claims. They don't seem to care that they're actually adding time and clicks to things that were once easy to get to with no consideration to their actual users.An error occurred while saving the comment Kathy Skinner
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@Maree - totally agree and they're retiring the classic at the end of June so very little notice of this as well, as only just seen the message come up when checking upcoming returns that are due. They have given no thought again on their changes and seem to be totally ignoring comments about this.
When switching back to classic it asks for feedback as to why and I've put that it is horrible to look at along with too many pages etc etc. Landscape is a horrible option to view this type of report. The cover page is hideous as well.
They are becoming more and more less user friendly in my opinion with all these so called upgrades - don't seem to care what their users have to say about them - basically we're doing it and tough if you don't want a lot of it - but happy to increase prices for these which to me shouldn't be happening every year. They're starting to get too expensive especially for my smaller clients who have to use a package that isn't ideal for their situation because the Starter/Ignite has a limit of 5 bills and 20 invoices a month which I don't need as they don't even issue that many invoices in a year, but I do need to enter more bills than five in a month for another one.
I really want to move away now and I've been with them for years so imagine if all their long term uses left wonder how that would affect their profits and how much they would then sting the ones who do stay to make up for the loss.An error occurred while saving the comment Kathy Skinner
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@Debbie - exactly - the new layout increased the number of pages, I did a check as well and it's totally ridiculous to have so many pages added because they have decided to "change" the style of report. Pretty sure when I send the reports out for review clients aren't going to be happy having to scroll through so many pages plus try and see where late claims etc are.
This style is totally un-user friendly and if for some reason you need to print a hard copy it is a total waste of paper even double siding it.An error occurred while saving the comment Kathy Skinner
commented
Agree but also keep the old format, the new layout is absolutely hideous. Bet most of these developers don't have to actually use these so called updated reports in an actual accounting basis so have no idea what works and what doesn't but they think it looks better. I also publish the GST returns and have had to go back and look at returns from 3 - 4 years ago so it's handy when they are there as I don't have to look into just the filed section of the GST returns.
I'm so over these so called upgrades everything is less user friendly and I spend more time trying to find things that are no longer immediately viewable without clicking somewhere else then clicking again and again to get to something that was originally easy.
How many extra pages would have to be printed under the new layout, compared to the old one if for some reason you needed to do that. Having the Income and such on landscape is also a fail, the portrait view was much easier to follow.
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458 votes
An error occurred while saving the comment Kathy Skinner
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@Angela - agree with you - I have one that is still to be paid due to the work not being completed and should have been billed accordingly however till Xero sort this I put a note next to the Invoice # - DO NOT PAY so it's visible when looking at the awaiting payment list as it shows in the Reference.
An error occurred while saving the comment Kathy Skinner
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Seems they only upgrade what they want, this along with adding additional reply to email addresses should be something that's done not dependant on the number of votes to get their attention and then to only consider doing.
It would also be nice to be able to attach copies of invoices to statements when sending instead of having to send two separate emails, currently I download and attach the statement to invoices and then send and that's a pain when you have multiple ones to send.Kathy Skinner
supported this idea
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244 votes
An error occurred while saving the comment Kathy Skinner
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Like all the other requests over the years they ignore. Maybe start submitting a case for everything wanted then it's going direct to support, but then again they would find a way to stop you from doing that if it had certain words involved, seems they have no ears or eyes on that end and pick and choose what suits them to do.
Or they are incapable of working out how to do it.Kathy Skinner
supported this idea
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323 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
An error occurred while saving the comment Kathy Skinner
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Wow been requested since April 2022 in this thread and still nothing but they do all these other changes that don't work or not user friendly. No doubt there's other threads requesting this as well.
Show they really don't listen to the users.Kathy Skinner
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1,076 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
An error occurred while saving the comment Kathy Skinner
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@ John - I've taken to putting either (DD) or (AP) next to the Invoice number so it shows up after a bill is entered and also if I do a batch payment I can ignore those ones. It also means if someone else is viewing unpaid bills they can see as well any DD or AP ones straight off.
Maybe that will help on the meantime. I may also put other comments there e.g "hold payment" then just add a note in the history as to why it's on hold.Kathy Skinner
supported this idea
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347 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…An error occurred while saving the comment Kathy Skinner
commented
I tried the new invoicing out for one client where I have groups set up which are set up under membership tiers. Old invoicing allowed me to create one draft invoice for a particular tier and then click create invoices for everyone that was in that group and then be able to approve from there. I switched to new invoicing after selecting the tier I wanted to generate the draft invoice for and all I got was "I needed to enter a contact name" it wouldn't accept the tier group to then generate the invoices for everyone. When you have over 130 invoices to generate across multiple tiers I don't want to have to do them all individually or do copy and paste for 30+ in some cases. Under the old version I can make sure I'm not missing any being invoiced as well for a particular tier.
This option should be included in new invoicing as well but it appears it's just another thing they haven't taken into account.
Kathy Skinner
supported this idea
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183 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.
Kathy Skinner
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18 votesKathy Skinner
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748 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Kathy Skinner
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It should be the same as it was and show all email addresses it's been sent to. They don't seem to grasp the fact that this history is used when chasing overdue invoices and shows where it has been sent in the past. I use this a lot especially when they claim they never got it but history shows that it has been sent and when and to who.
I'm starting to copy and paste email addresses into Notes/history for now so Xero better get their act together and sort this out as it's time consuming when you have to this just to make sure you can prove it's been sent.
The new invoicing is a nightmare and agree with Danny they need to admit they have stuffed it up completely and wouldn't be the first company to do that.
Their improvements are all backwards and the screen is still too big, it should be as compact as Classic is to look at.