Settings and activity
11 results found
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23 votes
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Jordana Gray
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180 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Jordana Gray
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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.
Jordana Gray
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270 votesJordana Gray
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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…
Jordana Gray
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23 votes
Hi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.
We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.
An error occurred while saving the comment Jordana Gray
commented
100%! It's good to know that something has been changed/edited and by who but it would be so much more helpful to know exactly what has been changed. So far it seems that the only changes you can see are the total invoice amount and the contact name.
Jordana Gray
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5 votesJordana Gray
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370 votesJordana Gray
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160 votesJordana Gray
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62 votes
An error occurred while saving the comment Jordana Gray
commented
Yes, for invoice file attachments this would be very helpful. Instead of 'Invoice INV-XXXX' we could customise it to have our company name in it.
Jordana Gray
supported this idea
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13 votes
An error occurred while saving the comment Jordana Gray
commented
Other systems we use have this option when a user is deleted: you can allocate all their tasks to another employee. Very useful! See image for an example.
An error occurred while saving the comment Jordana Gray
commented
YES! This is very frustrating, especially for a company that uses repeating invoices frequently. We recently had an employee leave and now all their repeating invoices are showing up as drafts. Manual fixing them all is going to require a lot of work. If I had of known, I would not have deleted their Xero account just to save all the time and energy.
Yes, we use this feature from within the invoice itself a lot and having to go to the Business > Invoices page is time consuming. I'm still using the Classic Invoicing because every time I try the New Invoicing it takes me so much longer to do everything. Feels so backwards!