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  1. 100 votes

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    Lisa Collis supported this idea  · 
  2. 159 votes

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    Lisa Collis supported this idea  · 
  3. 152 votes

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    Hi community, following on from my recent update we have a design for a new layout and we'd really like to get your feedback on this to help the team's work on improving the experience in new invoicing. They are also looking to interview a small pool of users for their research, too. 

    If you'd like to be involved, please use the form here ✍️to add your details and the team will be in touch. 

    We appreciate all your feedback on how we can make things better for you when working in Xero. I'll come back to share any outcomes with you all surrounding this. 

    Lisa Collis supported this idea  · 
  4. 171 votes

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    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Lisa Collis supported this idea  · 
  5. 246 votes

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    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

    Lisa Collis supported this idea  · 
  6. 277 votes

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    Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here. 

    Lisa Collis supported this idea  · 
  7. 259 votes

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    Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here. 

    As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;

    • You can now tab to select a highlighted contact and move through to the next field - related idea
    • Create a new repeating template from a draft invoice - related idea 

    Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.

    Once the team's work has concluded,…

    Lisa Collis supported this idea  · 
  8. 71 votes

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    Moving along with the project, our team are now in the process of developing a new send modal that'll enable you to cc and Bcc when using the new invoicing experience. 😊

    We're not too far off with this work and I'll continue to keep you updated on news for this, here! 

    An error occurred while saving the comment
    Lisa Collis commented  · 

    This solution is to just add to the To: line. There is a distinct difference between To: and CC:
    To: - is the person that is required to take action on the email
    CC: - is to allow for other parties to know about the communication, without any responsibility for action.

    That might seem trivial, but it is important to a lot of people.

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    Lisa Collis commented  · 

    This would be really good as a lot of our clients like to you send the invoice to their accounts team and then CC in the project manager.

  9. 27 votes

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    Lisa Collis supported this idea  · 
  10. 241 votes

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    Lisa Collis supported this idea  · 
  11. 686 votes

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    Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.

    As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.

    With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.

    Lisa Collis supported this idea  · 
  12. 13 votes

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    Lisa Collis commented  · 

    Could you please create email notifications triggered by an @ mention in the Discuss box in the Bank Feeds. That way if I @ mention a Manager or our accountant with a question, they are notified that they need to respond. Thank you

    Lisa Collis supported this idea  · 
  13. 110 votes

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    Lisa Collis supported this idea  · 
  14. 53 votes

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    Lisa Collis commented  · 

    Please add this as it would be amazing to not have to manually apply the trackers with each line item (because it would already be applied with the item template). Thanks