Settings and activity
13 results found
-
370 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 
Peter Kerly
shared this idea
·
-
151 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
An error occurred while saving the comment Peter Kerly
commented
also a feature to increase all products and services by an amount (% or £) each year or whenever it becomes necessary.
Dont want to keep importig/exporting data.
This was a feature on qb desktop.Peter Kerly
supported this idea
·
-
1,109 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
An error occurred while saving the comment Peter Kerly
commented
100% agree with Roy Brown.
All this tinkering is not necessary.
Add some worthwile content as has been requested by many people and do it soon and keep it comming.
Thats what we are looking for.Peter Kerly
supported this idea
·
An error occurred while saving the comment Peter Kerly
commented
could we have a customer address and then an invoice address and delivery address all seperate and all easily seen on one page and easy to edit - what you have is rubbish and does not work for me easily. I find it impossible to enter customer details without 1st checking or modifying contact and then back to invoices and then have to approve it just to see how the address looks and then have to edit approved invoice.
I used quickbooks desktop previously and this was the easist system to use. Maybe take a look at this.Regards
Peter
-
148 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Peter Kerly
supported this idea
·
-
451 votesPeter Kerly
supported this idea
·
-
451 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Peter Kerly
supported this idea
·
-
1 vote
Hi Peter, good to get your feedback on this feature and though we appreciate hearing the changes you'd like to see it's good to keep each idea on a separate thread so we can get an understanding of the interest for each alone that the team can consider.
We have an idea surrounding the ability to view contact notes when invoicing over here that I'd recommend joining, and have adjusted the title of your idea here to reflect your first ask of moving this notes section somewhere it could be more readily edited on their record. You're welcome to start new ideas for each of the additional points you've made here.
Peter Kerly
shared this idea
·
-
148 votesPeter Kerly
supported this idea
·
-
117 votesPeter Kerly
supported this idea
·
-
505 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
Peter Kerly
supported this idea
·
-
161 votes
-
279 votes
-
459 votes
An error occurred while saving the comment Peter Kerly
commented
Yes lets unaprove invoices. its so annoying when I need to make a chage to cusdetails before sending
Agree with Sally it takes up much more screen and I have to keep scrolling up/down side to side. A waste of effort..