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67 results found
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234 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.
An error occurred while saving the comment An error occurred while saving the comment 
Sarah Jacobs
commented
I have a tab especially for the new invoicing screen opened in Chrome so I can zoom to 80% (but then have to squint to see the tracking info), whilst using the rest of Xero in Edge so I 'only' have to zoom to 90% in order to fit as much data on the screen as possible - this solution is so un-user-friendly
An error occurred while saving the comment Sarah Jacobs
commented
You need to do something about the white space or the font size, because if I zoom to 80% to reduce the scrolling, then I can't read the
'Account: x Tax rate: x and tracking codes as you have tagged these on to the line as an after-thought in a TINY FONT. Also, I thought you were going to revert back to a tabular format where all the information for one row was on the SAME row! IT's so much harder to read a sent invoice without clicking twice to edit it and no one wants to go to edit a sent invoice just to view it.An error occurred while saving the comment Sarah Jacobs
commented
Agreed - Like everyone else, I am having issues with the new invoice format. I use both a laptop for work and a 27 inch monitor and the new version of invoices does not fit on either screens. It means that I have to scroll down loads more than with classic invoicing. Please make new invoicing more efficient by reducing the white space.
Sarah Jacobs
supported this idea
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161 votes
An error occurred while saving the comment Sarah Jacobs
commented
Agreed as this will reduce the amount of additional clicks and scrolling the new invoicing requires over classic invoicing. Please reduce the number of clicks and amount of scrolling
Sarah Jacobs
supported this idea
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147 votes
An error occurred while saving the comment Sarah Jacobs
commented
Agreed
Sarah Jacobs
supported this idea
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52 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.
An error occurred while saving the comment Sarah Jacobs
commented
I can't find the save button either
An error occurred while saving the comment Sarah Jacobs
commented
Product development needs to focus on how efficient they have made the new screens. Unnecessary scrolling is inefficient. Please try to think of the user when developing positioning for placement of buttons.
Sarah Jacobs
supported this idea
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212 votes
Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here.
An error occurred while saving the comment Sarah Jacobs
commented
The ability to add a tracking code from within the 'new invoicing' bills.
Classic invoicing has this ability and so users shouldn't have to ask for current functionality to be carried across to new invoicing.Sarah Jacobs
supported this idea
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159 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Sarah Jacobs
commented
Please make the default APPROVE
An error occurred while saving the comment Sarah Jacobs
commented
Need Approve to the be the default. We always approve first, then send later.
Sarah Jacobs
supported this idea
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26 votesSarah Jacobs
supported this idea
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An error occurred while saving the comment Sarah Jacobs
commented
This is needed in the new invoicing. The old invoicing has the Find Address feature without going into the contact. The new invoicing needs to also offer this option. Users shouldn't have to ask for current functionality to be carried across to new invoicing.
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429 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.An error occurred while saving the comment Sarah Jacobs
commented
It's crazy that users should have to ask for this - product development should be made aware of the amount of processing users do and as such need to use Xero as efficiently as possible.
Sarah Jacobs
supported this idea
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113 votes
An error occurred while saving the comment 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.
An error occurred while saving the comment Sarah Jacobs
commented
Would like to be able to have option to adjust column width (Or decrease font size as also suggested below).
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
supported this idea
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87 votes
An error occurred while saving the comment Sarah Jacobs
commented
Yes, date column is needed. Also, having the employee name in the row is also very important
Sarah Jacobs
supported this idea
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17 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
supported this idea
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9 votesSarah Jacobs
supported this idea
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208 votes
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…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
supported this idea
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7 votesSarah Jacobs
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276 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
supported this idea
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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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161 votes
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.
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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15 votesSarah Jacobs
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42 votesSarah Jacobs
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17 votesSarah Jacobs
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21 votesSarah Jacobs
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And why when editing an invoice in new invoicing are the line item fonts SO LARGE - they are larger than the header fonts (ie to, due date,invoice number etc) - why can't the line item fonts be the same size as the header fonts?