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9 votes
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Kathy Skinner
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159 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.
Kathy Skinner
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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 Kathy Skinner
commented
@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
commented
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
commented
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
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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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115 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.
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
commented
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
commented
@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.
Kathy Skinner
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61 votes
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
commented
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
commented
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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156 votes
An error occurred while saving the comment Kathy Skinner
commented
@Andrew
I had the same issue with that in the cover email. I have turned it off on all my clients as it was automatically set by Xero and again they never seem to mention that change. I didn't realise it had been changed till I saw another comment about it and Xero said it could be turned off if you didn't want it.
You need to go into settings - email templates then select the sales template and uncheck the box that says include action etc - I've re-set it back to default but it was a nuisance having to go through each clients templates to do that. This should have been left as an option for someone to turn on not set by Xero. Shows they have no respect for their customers in my opinion to do that and everything else they are doing with the upgrades/etc.An error occurred while saving the comment Kathy Skinner
commented
Xero doesn't really listen to their customers and seem to decide what they will do as far as development goes. Maybe if they actually had to use the system like we do then they might actually understand the complaints. Getting tired of them just going ahead regardless of what their subscribers say, none of this new invoicing or the email template should be implemented until it's fully sorted. Why not just update the classic instead or is that too difficult for them and leave the email template alone altogether.
Kathy Skinner
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208 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
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52 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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234 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.
Kathy Skinner
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15 votesKathy Skinner
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640 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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59 votesKathy Skinner
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77 votesKathy Skinner
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113 votesKathy Skinner
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66 votesKathy Skinner
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161 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
Kathy Skinner
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245 votes
Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.Kathy Skinner
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55 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
Kathy Skinner
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1,019 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Kathy Skinner
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654 votesKathy Skinner
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I agree, I've been using it from almost the time it launched and now it's getting overpriced for less functionality and less user friendly, and now they don't seem to actually listen to any of their customers. They do what they think are improvements when they aren't and yet still increase prices. They have lost sight of what they set out to do originally and now it's all about profit and not the end user.
I feel they are paying lip service to all the comments and just picking what they are changing. The GST report is horrible and I have one that is now 84 pages long since they changed the layout (lucky I don't need to print it off) - that's ridiculous.