Settings and activity
6 results found
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344 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
An error occurred while saving the comment 
K C
supported this idea
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104 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
K C
supported this idea
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377 votesK C
supported this idea
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754 votes
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.
K C
supported this idea
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An error occurred while saving the comment K C
commented
Every time we go to each step of order processing a different email is sent and the "history" may say "sent", but to whom was it sent to?
There is no way to check what has gone before...this is an ACCOUNTING program so as to account for things...
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454 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment K C
commented
I don't know why companies choose to change things so drastically sometimes. Is there some market you are trying to appeal to that we are not from? The "upgrade" is more like a stripped down version, it is a downgrade. If you want some simple version for people selling at a farmers market on their phone, then give them that option, just don't take away the classic invoicing we have all developed long-seated workflows around.
SIDE NOTE: Congratulations to XEROs original development team, the invoicing is deep and customizable (with the .doc files). I'm sorry your version is being taken away.
K C
supported this idea
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242 votesK C
supported this idea
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I'm just going to copy-paste what another user has written because this function was "lost" and should not be "under review" but, rather, "Sorry we forgot": "Beginning to review this idea"...ffs Xero this is a critical compliance issue. We simply MUST have a correct audit trail for invoices. It's not really an idea at all but a critical missing feature in new invoicing that was working perfectly in Classic."