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9 results found

  1. NZ GST - Add Publish Function to new style GST report

    171 votes
    60 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  2. New Invoicing - Remember default settings

    394 votes
    27 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  3. New Invoicing - Reduce the amount of empty space on screen

    431 votes
    74 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  4. New Invoicing - Make the History & Notes the same as in Classic Invoicing

    707 votes
    157 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  5. New Invoicing - Reduce number of steps and clicks

    853 votes
    357 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.

    I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.

    While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.

    Jo Archer supported this idea  · 

  6. NZ GST - New GST return layout

    42 votes
    submitted  ·  28 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Jo Archer commented  · 

    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.

  7. Account Transactions - Tab through fields for data entry

    2 votes
    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    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  · 

  8. Sales Invoicing - Automate 'send me a copy' on invoices

    118 votes
    submitted  ·  69 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    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  · 

  9. Quote Template - Condense to single page

    5 votes
    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    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