Settings and activity
9 results found
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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.
Jo Archer
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…Jo Archer
supported this idea
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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.
Jo Archer
supported this idea
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599 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.
Jo Archer
supported this idea
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713 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…
Jo Archer
supported this idea
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42 votes
An error occurred while saving the comment -
2 votes
An error occurred while saving the comment Jo Archer
commented
It would be great to get some consistency between screens, stopping to click in the account box then add the code or name, and then click again to choose it is cumbersome, to say the least. This applies to products and services, quotes and invoices. It certainly isn't designed for efficiency.
Jo Archer
supported this idea
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105 votes
An error occurred while saving the comment Jo Archer
commented
I use this feature in my CRM and email management of jobs, it is vital and just another box to remember to tick for every invoice.
You've thrown the baby out with the bathwater.Jo Archer
supported this idea
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5 votes
An error occurred while saving the comment Jo Archer
commented
The new format for quotes is so large on my desktop screen I need to navigate around it!
I'd like a compact form as I don't have eyesight problems requiring LARGER THAN NECESSARY SPACES AND FONT SIZES.
Thank you
66 pages for the new format report to print while in the Classic Report was 30. I have not found anywhere on the tool to change it to portrait.