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70 results found
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33 votes
Thanks for feeding back and sharing why this is useful to you here, everyone. Our team are working on developing the new invoicing and are in the process of building this feature into the experience. I'll be back to share once it's available.
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Sarah Jacobs
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15 votes
An error occurred while saving the comment 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.
An error occurred while saving the comment 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'
An error occurred while saving the comment 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
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7 votesSarah Jacobs
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84 votes
An error occurred while saving the comment 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.
Sarah Jacobs
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4 votesSarah Jacobs
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55 votes
An error occurred while saving the comment 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.
Sarah Jacobs
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260 votes
An error occurred while saving the comment 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'
Sarah Jacobs
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An error occurred while saving the comment 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.
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47 votes
An error occurred while saving the comment 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.
Sarah Jacobs
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4 votesSarah Jacobs
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17 votesSarah Jacobs
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17 votesSarah Jacobs
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17 votesSarah Jacobs
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11 votesSarah Jacobs
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9 votesSarah Jacobs
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40 votesSarah Jacobs
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13 votesSarah Jacobs
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11 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.
Sarah Jacobs
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27 votesSarah Jacobs
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97 votes
Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊
As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.
Sarah Jacobs
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70 votes
Hi community, to keep you updated of progress in this space. Our product team recently released an update so you can view more detail in history such as where an issue or due date has changed or total amounts of the invoice have changed and who these were made by. We have more improvements coming for history and notes in new invoicing and will share more as it's made available, here.
Sarah Jacobs
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I agree with Glen: Very annoying to be constantly told these things are new ideas, when in fact it's functionality Xero has dropped from the product all the while forcing us to use the new forms that are incomplete.
The users are being used to test functionality that's worse than the previous version. Do better, Xero.