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  1. 107 votes

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    Sarah Jacobs commented  · 

    The way Account, Tax rate and Tracking codes are shown under the main line of the invoice needs to be fixed too. Ideally all the information for one line of invoicing shown be shown on the SAME ROW in tabular format.

    Not underneath and in a smaller font like the info is less important. It is important. Just because this information doesn't appear on the pdf version of the invoice that is sent to the customer, doesn't mean it's not as important.

    The way this information is shown seems to be an afterthought/quick fix which makes a mockery of accessible fonts, but also makes the invoice really hard to check for accuracy.

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    Sarah Jacobs commented  · 

    Would like to be able to have option to adjust column width (Or decrease font size as also suggested below).

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    Sarah Jacobs commented  · 

    Agreed. And bring back the grid lines too when you click on an invoice. It's very difficult to check rows without it. I know the grid lines appear when you edit an invoice, but sometimes you just want to view an invoice without editing it.

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  2. 87 votes

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    Sarah Jacobs commented  · 

    Yes, date column is needed. Also, having the employee name in the row is also very important

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  3. 16 votes

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    Sarah Jacobs commented  · 

    when I search for 'Telstra', transactions dating back to 2013 are deemed more relevant than transactions in 2024 because the contact name and the reference were both entered as 'Telstra'. This needs to be addressed please. Records from 2013 with 'Telstra' in both the contact name and the reference field are not more relevant than records with Telstra in only one field but from 2024.

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    Sarah Jacobs commented  · 

    When I use the Xero search function magnifying glass, it is not returning the most relevant records. For example, when I type 'water', the search function only returns bills from Sydney Water, but
    1. fails to return any contacts with 'water' in their name,
    2. doesn't sort the bills from Sydney water in any logical order, where it should be returning the results in descending date order.

    See screenshots showing Sydney water bills in an illogical order and showing a contact name which begins with 'Water'

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    Sarah Jacobs commented  · 

    I've been told by Xero support that the global search function errors are in fact product ideas and I should put my results here.

    'Hi Sarah

    Thanks for sending over your examples, we've noted this as well.

    We’re currently unable to provide a timeframe as to when any changes may be made, however it will be taken into consideration for future developments.

    We would also recommend adding your thoughts to the Product Ideas link below, as this is another way to get requests in front of our product team.

    Xero Product Ideas: Global Search - Sort results by Date, Total, or Status

    Kind regards

    Delia'

    Sarah Jacobs supported this idea  · 
  4. 9 votes

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    Sarah Jacobs supported this idea  · 
  5. 202 votes

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    Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually. 

    For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
    Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
    Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…

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    Sarah Jacobs commented  · 

    Also I don't want 'approve and email' to be my default option. I want to just approve invoices, then email them later.

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  6. 7 votes

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    Sarah Jacobs supported this idea  · 
  7. 275 votes

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    Sarah Jacobs commented  · 

    And do we need to use up a whole row to for the 'sent' box to be shown - what a waste of space causing more scrolling. Surely it can be put at the top next to the status 'awaiting payment'

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    Sarah Jacobs commented  · 

    Agreed - being forced to click any more than the current method is an inefficiency that needs to be removed.
    There now seems to be 2 sections in new invoicing where you have to action in order to attach a document when emailing invoices:
    1. Attach files - in the invoice edit screen, rather than just drag and drop attachments onto the invoice, you now have to open the 'attach files section' and click on 'send with invoice'
    2. Email - you are forced to click 'attach files to email' again, even though I've already clicked 'send with invoice'
    Also this section is unclear - if there's more than one attachment, does it send all attachments?

    2.

  8. 158 votes

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    Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).

    We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.

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    Sarah Jacobs commented  · 

    Agreed - being forced to use a mouse to use a dropdown calendar is an inefficiency compared to using a keyboard to type dates.

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  9. 13 votes

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    Sarah Jacobs supported this idea  · 
  10. 42 votes

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    Sarah Jacobs supported this idea  · 
  11. 17 votes

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    Sarah Jacobs supported this idea  · 
  12. 20 votes

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    Sarah Jacobs supported this idea  · 
  13. 11 votes

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    Sarah Jacobs supported this idea  · 
  14. 102 votes

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    Sarah Jacobs supported this idea  · 
  15. 154 votes

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    Sarah Jacobs supported this idea  · 
  16. 51 votes

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    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. 

    Sarah Jacobs supported this idea  · 
  17. 63 votes

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    Sarah Jacobs supported this idea  · 
  18. 143 votes

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    Sarah Jacobs supported this idea  · 
  19. 20 votes

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    Sarah Jacobs commented  · 

    And the currency doesn't appear at all on the new invoicing screen. I need to know what currency each invoice is using.

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  20. 16 votes

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    Sarah Jacobs commented  · 

    Another example of the search screen not behaving in a logical way:
    1. When I type in 'bar' I would expect the contacts that begin with 'bar' to show first, then contacts with 'bar' in their name.
    2. Why does Barista Buddy appear before Bargain car rentals?
    3. Why does a bill from MM electrical from 2015 with 'bar' in it's tracking code appear before bills from Barista Buddy from 2024? Who decided that tracking codes have higher priority in the search over the most recent bills?

    I just don't get the logic and now find the search function very frustrating as it returns irrelevant and illogical results

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    Sarah Jacobs commented  · 

    The search function is still not behaving in a logical way - ie contact name first. As you can see in my screenshot, if I search for 'pm', the contact group that matches this search is returned first, then the contact email address, then with the letters contained in the contact name, then back to email address, and finally letters at the beginning of the contact name.
    Similarly, the search is not showing the transactions in a logical way - ie most recent first. As you can see in my screenshot a transaction from 2021 is first on the list before the transaction from 2024.

    When we search contacts for 'water', the first result is a contact with water in it, but the 4th contact BEGINS with 'water'. Why wouldn't the contact beginning with 'water' be the first result? Or at least in alphabetical order. Also Pittwater Engineering hasn't had any transactions since 2018 and are not the highest value, so not the highest relevance.

    When I search for ATO the contact 'ATO' doesn't appear at all as a search result. It only appears in the search if I limit the search to 'contacts' only. The first result is a tracking code with ato contained in the text. This means that the search function has made some wild assumptions about relevancy, isn't reliable and can't be trusted.

    When I search for Telstra the first transactions listed are for 2013 even though the client has entered a bill or bank transaction from Telstra every month from 2013 to 2024. How can Xero possibly assume that bills from 2013 are more relevant than bills from 2024?

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