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  1. 388 votes

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    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.

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    Bianca Davitt commented  · 

    No idea what has changed, but the last couple of days, every time I download an invoice, it saves a copy into my download folder as usual (perfect!) HOWEVER it then also opens the acrobat PDF program and loads an open file on my screen.

    This is SO BLIMMING ANNOYING! How can I stop them for auto-opening!?!? I now have to use extra clicks to close the PDF viewer EVERY TIME. Please fix this urgently!

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    Bianca Davitt commented  · 

    Simply put, classic invoicing was fine, new invoicing is NOT FIT FOR PURPOSE!

    Classic invoicing was fast to use, all data I needed was clear to see, Never had a problem.

    New invoicing is horrendous!

    Until all of these issues are fixed, it is IMPOSSIBLE for us to use new invoicing.

    1) Copy invoice does not copy over contact details - when I copy, I want to copy EVERYTHING exactly per the original, including the contact!

    2) Autosave is NOT a feature that we want. I regularly open an invoice just to check a price or give a customer a quick verbal quote over the phone so that I don't have to do maths in my head. Autosave means I will have at least 20 or 30 false draft invoices saved every day that I do not want, and I will now have to allocate time to separating them from the real drafts i do want, and delete off the false ones.

    3) Item Code missing - there is a whole separate threat for just this issue. We physically CANNOT use new invoicing until Item Code has been re-instated as per classic invoicing. We do not use descriptions, our company runs on items codes only.

    4) Why is the Tax code hidden? I need to check see this at a glance for every line, just like on classic invoicing.

    5) Why is the account code hidden? I need to check see this at a glance for every line, just like on classic invoicing.

    6) TOO MUCH WHITE SPACE. I now have to scroll for miles. I need to see everything at a glance on one screen, just like on classic invoicing.

    7) I never use xero to email my invoices. I either download the PDFs and email them myself through outlook, OR I have to upload them into various customers online portals. The approve & send must be changed back to approve only.

    I have no idea what we will do if these are not fixed before September.....

    Bianca Davitt supported this idea  · 
  2. 1,009 votes

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    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…

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    Bianca Davitt commented  · 

    @Chris Curlett - unfortunately it's not 7 months..... I have been voting for this feature for the last 12 years. They deleted the old version of the forum with the old thread on it. So I would not hold your breath.

    Bianca Davitt supported this idea  · 
  3. 258 votes

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    Bianca Davitt supported this idea  · 
  4. 432 votes

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    Bianca Davitt supported this idea  · 
  5. 363 votes

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    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to…

    Bianca Davitt supported this idea  · 
  6. 550 votes

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    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Bianca Davitt supported this idea  · 
  7. 233 votes

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    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…

    Bianca Davitt supported this idea  · 
  8. 124 votes

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    Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.

    For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.

    Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.

    Bianca Davitt supported this idea  · 
  9. 188 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…

    Bianca Davitt supported this idea  · 
  10. 239 votes

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    Bianca Davitt supported this idea  · 
  11. 142 votes

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    Bianca Davitt commented  · 

    Autosave is NOT a feature that we want. I regularly open an invoice just to check a price or give a customer a quick verbal quote over the phone so that I don't have to do maths in my head. Autosave means I will have at least 20 or 30 false draft invoices saved every day that I do not want, and I will now have to allocate time to separating them from the real drafts i do want, and delete off the false ones.

    Bianca Davitt supported this idea  · 
  12. 211 votes

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    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.

    Bianca Davitt supported this idea  · 
  13. 201 votes

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    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. 

    Bianca Davitt supported this idea  · 
  14. 337 votes

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    Thank you everyone for continuing to connect with us on this, here. We know this is an important feature for many of our customers, and I can confirm that work is under way to develop the ability to copy the contact across to a new draft invoice when using the Copy to feature in new invoicing. 

    We'll shift the idea across to working on it and I'll be back to share when it's live for you to all start using. 😊

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    Bianca Davitt commented  · 

    Simply put, classic invoicing was fine, new invoicing is NOT FIT FOR PURPOSE!

    Classic invoicing was fast to use, all data I needed was clear to see, Never had a problem.

    New invoicing is horrendous!

    Until all of these issues are fixed, it is IMPOSSIBLE for us to use new invoicing.

    1) Copy invoice does not copy over contact details - when I copy, I want to copy EVERYTHING exactly per the original, including the contact!

    2) Autosave is NOT a feature that we want. I regularly open an invoice just to check a price or give a customer a quick verbal quote over the phone so that I don't have to do maths in my head. Autosave means I will have at least 20 or 30 false draft invoices saved every day that I do not want, and I will now have to allocate time to separating them from the real drafts i do want, and delete off the false ones.

    3) Item Code missing - there is a whole separate threat for just this issue. We physically CANNOT use new invoicing until Item Code has been re-instated as per classic invoicing. We do not use descriptions, our company runs on items codes only.

    4) Why is the Tax code hidden? I need to check see this at a glance for every line, just like on classic invoicing.

    5) Why is the account code hidden? I need to check see this at a glance for every line, just like on classic invoicing.

    6) TOO MUCH WHITE SPACE. I now have to scroll for miles. I need to see everything at a glance on one screen, just like on classic invoicing.

    7) I never use xero to email my invoices. I either download the PDFs and email them myself through outlook, OR I have to upload them into various customers online portals. The approve & send must be changed back to approve only.

    I have no idea what we will do if these are not fixed before September.....

    Bianca Davitt supported this idea  · 
  15. 368 votes

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    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Bianca Davitt supported this idea  · 
  16. 287 votes

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    Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

    ✍️ If this is something you’d like to be a part of, please …

    Bianca Davitt supported this idea  · 
  17. 322 votes

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    Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
    We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…

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    Bianca Davitt commented  · 

    Definitely need this! Our company cannot use the xero quoting system, because otherwise our sales people have access to all sorts of things that they should not be able to see/do.

    So we currently use a WORD template / PDFs for creating quotes, then once an order comes in, I have to manually duplicate it into Xero. Wastes time for both me and the sales people.

    Sales people should have access to raise quotes only.
    Finance people will then raise/edit/delete the invoices etc.

    So simple. Why is this still not possible?!?!?

    Bianca Davitt supported this idea  · 
  18. 99 votes

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    Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm. 

    We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks 

    Bianca Davitt supported this idea  · 
  19. 1,011 votes

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    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…

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    Bianca Davitt commented  · 

    As my mum used to say : "You've got 2 hopes - Bob Hope and No Hope!". lol

    I've been waiting for this update in Xero for almost 10 years (my boss won't let me move to a different programme - long story).

    Besides, even if Xero eventually do role it out, it will probably be a complete shambles like the New Reports which are not fit for purpose.

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    Bianca Davitt commented  · 

    I'm still waiting for this after it was first requested about 10 years ago (in the old version of the portal).......

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    Bianca Davitt commented  · 

    @ Lisa Gaudie @Sue-Ann Griffiths

    You can vote for the contacts feature to be fixed (to be put back on one page) here :

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45542638-contacts-show-information-on-one-page

    it has 179 votes already in less than a month!

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    Bianca Davitt commented  · 

    I have been waiting for this feature since it was first requested in 2012..... don't hold your breath......

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    Bianca Davitt commented  · 

    @Benjamin Patton - this has actually been a feature request for around 7 to 9 years..... they closed their old forum and created this one, so all of the requests that have been around for years now look new. I've been using Xero for over 10 years (boss refuses to let me move to different accounts program because he thinks it would be too much time and energy, so I have learnt to suffer) and this was one of the first features i voted on years ago. It used to have hundreds of votes but this new forum is much more difficult to navigate than the last one so I'm guessing a lot of users can't find this to vote on it again... or they have just lost the will to try after so many years....

    Bianca Davitt supported this idea  · 
  20. 14 votes

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    Bianca Davitt commented  · 

    Also, just realised that the "approved sent and paid" needs to actually be "approved sent paid AND UNPAID" !!!

    The old View recent invoices report showed both. The new version needs both also.

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    Bianca Davitt commented  · 

    Completely agree!!! I want to see the customers entire purchase history in date order in 1 click.

    I have just had a 20 minute phone call with one of the Xero support people. Sadly, there is no easy fix to this issue at the moment. You either have to

    A) spend loads of time customising the "new" report every time you use it for every customer
    or
    B) save a custom template, but again you have to customise it by changing the customer filter every time

    Both options are far too time consuming, especially when the old version was available with 1 click and took 1 second to load.

    Total farce that Xero did not think this one through. Please fix the "new" version ASAP !!!

    Bianca Davitt supported this idea  ·