Settings and activity
21 results found
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16 votes
Sue Packer
supported this idea
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29 votes
Can see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.
Sue Packer
supported this idea
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8 votes
Hi Rebecca, I've just amended the title of your idea for your first request. In terms of the second when you're mentioning the input of dates. You should find you can currently enter dates in number format, however you'll need to make sure you keep the '/' or '.' to separate day month and year, alternatively you may find shortcuts help you cut down the time needed to enter your dates here.
Sue Packer
supported this idea
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8 votes
Thanks for the added detail, Becky. This is good to know when sharing back with the team. While this may be something we look closer at down the line, I want to be open that we don't have direct change planned in the near term.
Understand it's a few more clicks at present, potentially to save tabbing 8 time clicking on the Tax Rate column and then tabbing once may save a little time atm. Completely get it's not a resolve though.
Account Team - Is it possible that this would be when you're copying an invoice to a new draft invoice? If so, and you select the same Contact defaults aren't automatically applied and you'd need to remove and re-add the contact on the new draft invoice to trigger defaults to be applied. Otherwise, I'd recommend raising a case with our team of specialists for a closer look as…
Sue Packer
supported this idea
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223 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.
Sue Packer
supported this idea
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852 votes
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.
Sue Packer
supported this idea
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188 votes
Hi community, thanks for on-going engagements with us about how you use the Xero network in this idea. As our team continue work on new invoicing, development for building the Xero Network within new invoicing is now underway, and we'll keep you updated of further news of this, here.
In the meantime, if you've set up Xero network for your contacts you can continue to send these through the Invoices awaiting payments list. As mentioned in my last updated we still strongly recommend exploring eInvoicing as a solution.
Sue Packer
supported this idea
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60 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
Sue Packer
supported this idea
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473 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Sue Packer
supported this idea
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707 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.
Sue Packer
supported this idea
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379 votes
An error occurred while saving the comment Sue Packer
supported this idea
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18 votes
An error occurred while saving the comment Sue Packer
commented
Why is the ability to round to 2 decimals places unavailable? Awards are to 2 decimal places. To resolve the issue by changing each pay rate in a pay run is unacceptable. Over 400 employees with this issue relating to multiple pay items. Govt departments (applying for subsidies) are querying why an employee's pay rate isn't @ 2 decimal places. Why????
Sue Packer
supported this idea
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171 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 🙂
An error occurred while saving the comment Sue Packer
commented
The blue menu bar at the top of each tab. Can this be frozen at the top of each tab. This will then be easily accessible. For example, the bank reconciliation now has 50 lines to a page. When want to create a bill, invoice, search contact you have too scroll to the top of the page.
Sue Packer
supported this idea
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7 votes
Thanks for the confirmation, Andrew and Sue. While it's possible to add the organisations email in the Contact details field of a Standard branding theme, and could be inserted as Static text on an Advanced template, appreciate there is no specific field for this atm, and why you may like to make this mandatory or a default on the template.
We'll leave your idea for making this mandatory here and you may like to also join this idea for providing as a specific field for this in advanced templates. Being open it's not something we have direct plans for atm, but we'll keep an eye on the interest here and share if there's any plans made.
An error occurred while saving the comment Sue Packer
commented
Hi Kelly - I am referring to the invoice which a business creates. When setting up the template they aren't prompted what information to include in the contact details field eg phone number, email address. Therefore small business are emailing invoices directly from Xero without contact details. Have had to google the business for email etc. Which can be difficult for a sole trader. I believe it would be beneficial for these details to be highlighted to included when setting up an invoice template
Sue Packer
shared this idea
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73 votes
An error occurred while saving the comment Sue Packer
commented
A report is required listing employee bank account details. Currently we can't compare employee and supplier bank account details.
It would be highly beneficial to be able to run a report which lists all bank account details for employees and suppliers. Another which highlights any bank account details within a supplier and employee -
3 votesSue Packer
supported this idea
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An error occurred while saving the comment Sue Packer
commented
This is a feature that should be available. Employees change employment status. It is confusing to a casual employee to view leave balances which they aren't entitled. Even when it is a 0 balance, questions are raised.
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383 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Sue Packer
supported this idea
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An error occurred while saving the comment Sue Packer
commented
I totally agree with this suggestion. I am assuming that the approve & email has been used as the default due to usage by subscribers. But there are many who don't. Each user should be able to choose the default.
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23 votes
An error occurred while saving the comment Sue Packer
commented
At times deleting a payrun doesn't delete timesheets. Having to delete 80+ individually is extremely time consuming
Sue Packer
supported this idea
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10 votesSue Packer
shared this idea
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360 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Sue Packer
supported this idea
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I edit invoices and will close to reopen to the last time 'I' saved. I understand that some users prefer auto save. But how could this be implemented without the considering the user who don't. Always need on / off option.