Settings and activity
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15 votes
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Sarah Jacobs
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10 votes
An error occurred while saving the comment 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
An error occurred while saving the comment 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?
Sarah Jacobs
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143 votesSarah Jacobs
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78 votesSarah Jacobs
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79 votesSarah Jacobs
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921 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Sarah Jacobs
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151 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.
Sarah Jacobs
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150 votes
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…Sarah Jacobs
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221 votes
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.
Sarah Jacobs
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253 votes
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.
Sarah Jacobs
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241 votes
Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.There are really important reasons why we must go forward with sunsetting classic invoicing…
Sarah Jacobs
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14 votesSarah Jacobs
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13 votes
Appreciate the interest shown on the idea here, everyone. Atm, we don't have any plans for adding a specific field for a Contact / Business Registered name.
While not a perfect solution as another user has shared, perhaps adding the name to the contact's address field could help surface this detail where required at present.
We'll continue to gauge interest in this, and share if there are any updates.
Sarah Jacobs
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141 votesSarah Jacobs
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5 votesSarah Jacobs
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5 votesSarah Jacobs
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120 votesSarah Jacobs
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238 votesSarah Jacobs
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147 votes
An error occurred while saving the comment Sarah Jacobs
commented
Don't get me started on repeating invoices. I set up repeating invoices with different amounts for up to 10 years in advance.
1. There needs to be a copy repeating invoice function, so I don't have to recreate each one.
2. When I do set them up in year order (ie 2023, 2024, 2025), Xero always reorders them on the screen to a random order (ie 2024, 2023, 2025) and tell me I can just use the search/sort functionality myself.The very least Xero can do is default the order of repeating invoices to the same client in the order they were created.
An error occurred while saving the comment Sarah Jacobs
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And the ability to import/export repeating invoices too.
At the moment I have to recreate a spreadsheet with the 107 repeating invoices we have!!An error occurred while saving the comment Sarah Jacobs
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At the very least I need to be able to view the repeating invoices list screen without the reference field being truncated. This is especially annoying as the 'next invoice date' field width is the same width as the reference field width - which is a poor design as any date field only needs to be 11 characters wide.
If I can't have a report, then I would expect to be able to export the repeating invoices with all fields included in the export
An error occurred while saving the comment Sarah Jacobs
commented
Thanks Nick, beanbox looks good. I agree, having to use a third party appfor basic functionality not available in Xero is very silly.
I manually populate my spreadsheet, then import it into monday.com so I can report forecast recurring revenue using their executive dashboardAn error occurred while saving the comment Sarah Jacobs
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Very important as I have over 50 repeating invoices and have to manually populate a spreadsheet with their details
Sarah Jacobs
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29 votesSarah Jacobs
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And the currency doesn't appear at all on the new invoicing screen. I need to know what currency each invoice is using.