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376 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.
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Maggie Kavanagh
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1 voteMaggie Kavanagh
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145 votes
An error occurred while saving the comment Maggie Kavanagh
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Xero Budgets - Xero needs the function to allow users to total up multiple individual budgets (in the same way the actual business is for all our clients in the P&L. Xero budgets are currently useless to companies with multiple budgets.
We enter about 50 client budgets into budget manager annually, but it's a totally pointless stand alone operation. We have to put everything into Excel so that we can actually manage budgets, actuals and variances through the year.
Maggie Kavanagh
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36 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
Maggie Kavanagh
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6 votesMaggie Kavanagh
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41 votesMaggie Kavanagh
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113 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
Maggie Kavanagh
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10 votesMaggie Kavanagh
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476 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
Maggie Kavanagh
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73 votesMaggie Kavanagh
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31 votesMaggie Kavanagh
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85 votes
Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful?
Maggie Kavanagh
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598 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Maggie Kavanagh
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16 votesMaggie Kavanagh
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45 votesMaggie Kavanagh
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74 votes
Hi community, thanks for all your input into this idea. Right now, our product team are looking into this space and we'd like to invite any US based users in this idea to participate in some early concept testing.
✍️If you'd like to be a part of this please fill in this short questionnaire.
Spots are limited, and please note that we may not be able to contact or schedule everyone who registers their interest.
We'll round back to share any progress with you all on the idea here.Maggie Kavanagh
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45 votesMaggie Kavanagh
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71 votesMaggie Kavanagh
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194 votes
Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.
For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.
I'll return to let you know when we're closer to release and can share more of the changes.
Maggie Kavanagh
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80 votesMaggie Kavanagh
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The cut off date for removal of the original layout must be postponed to give the developers time to fix the glitches. I regularly try the new layout and it's definitely not yet good enough for hard launch. The builders don't actually use these layouts in practice, so they need much more testing time to understand the necessary functionalities - then the new layout can be an improvement on the original, as it was intended.