Settings and activity
15 results found
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55 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
An error occurred while saving the comment 
Mathi Rai
supported this idea
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19 votes
Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
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An error occurred while saving the comment Mathi Rai
commented
I really really need the ability to copy invoice to PO - this is available in the old system and MUST be included in the new invoicing system. Once payment is received against an invoice, I like to use the invoice to cerate a PO on my supplier - I only have to change the "customer" field to by supplier AND I have a good way to track from quote to invoice to po to bill.
Mathi Rai
supported this idea
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391 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.
An error occurred while saving the comment Mathi Rai
commented
I also need the ability to edit invoices as I like to add details like serial number of equipment supplied - I do not have that information when I send invoices out for payment as we are always prepaid before we place an order with the suppler. When we receive the bill from supplier, the serial numbers are received and we can populate the invoice to maintain a record.
An error occurred while saving the comment Mathi Rai
commented
Please retain classic invoicing as this will resolve a lot of issues being raised.
Mathi Rai
supported this idea
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149 votes
An error occurred while saving the comment Mathi Rai
commented
I too would find it difficult to continue with Xero if this isn’t fixed. PLEASE DO NOT DISCONTINUE OLD SYSTEM. let the users decide what they would rather use. There is too much wrong with new invoicing and it is being hurried through with no choice
Mathi Rai
supported this idea
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11 votes
An error occurred while saving the comment Mathi Rai
commented
I woukd actually prefer if there is an option to change the address. Many times, I bill a certain entity (say Queensland Health) but goods are being delivered to a client at a specific address. Also an option to change quantity of items in pick slip as we may be short shipping. Adding phone number and name of contact accepting delivery when shipping, a free fill field to add these things woukd make the pick slip a more powerful form. I end up printing as pdf and adding these later. No reason zero can’t add a free fill field. Very useful to have these features.
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5 votesMathi Rai
supported this idea
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4 votesMathi Rai
supported this idea
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155 votes
An error occurred while saving the comment Mathi Rai
commented
I hadn’t realised this was already under discussion. Would be SO good and time saving as st present, I have to send a separate email to supplier to indicate my adjustments. VERY CRITICAL
Mathi Rai
supported this idea
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147 votesMathi Rai
supported this idea
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1,019 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…
Mathi Rai
supported this idea
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266 votesMathi Rai
supported this idea
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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.
Mathi Rai
supported this idea
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255 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…Mathi Rai
supported this idea
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488 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Mathi Rai
supported this idea
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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.
Mathi Rai
supported this idea
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It’s ridiculous that Xero developers need to be told to retain this feature. Very disappointing. To create an order from scratch after having been paid on an invoice is prone to errors- copying from invoice is natural.