Settings and activity
30 results found
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384 votes
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Laine Ratsep
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15 votesLaine Ratsep
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112 votesLaine Ratsep
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182 votesLaine Ratsep
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709 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 Laine Ratsep
commented
@Kate Singleton - I'm told that the email address is recorded on the *initial email only*, not on subsequent re-sends. Are you saying that you can see the detail even when you send an invoice a second time (say, when chasing payment)? (That's quite beyond the fact that you can't even send out an aged invoice, as it's a 'locked' period, sorry, tough luck.)
An error occurred while saving the comment Laine Ratsep
commented
Hang on - if I read @Joana Mendes comment correctly, Xero have addressed the issue of not having emailing details show in the history, by tying the email detail to the default 'Approve and Email' only? The same 'Approve and Email' forced default which so many of us are screaming over in another thread? THAT was their fix for this issue?
Say it ain't so.
Please, tell me I understood that incorrectly.Laine Ratsep
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13 votesLaine Ratsep
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1,116 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Laine Ratsep
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173 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Laine Ratsep
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279 votesLaine Ratsep
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385 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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An error occurred while saving the comment Laine Ratsep
commented
Please reconsider making this an option a user can set for a default that suits their workflow. While I'm sure Xero's own accounts staff wanted this for their monthly invoicing process, many many other businesses have a workflow for which 'Approve and Email' is potentially harmful to their brand. Digging in your heels on this one is harmful to *your* brand.
An error occurred while saving the comment Laine Ratsep
commented
Our invoices get sent out in batches by accounts, from among the ones the various managers have approved. There can be different timings, or email address customising needed, but if 'Approve and Email' is the default, then the ability to do that is lost. Training each and every manager to manually select 'Approve' instead of 'Approve and Email' for each and every invoice they have to approve is simply not going to work.
Laine Ratsep
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275 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Laine Ratsep
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52 votesLaine Ratsep
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224 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.
Laine Ratsep
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432 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.
Laine Ratsep
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855 votes
Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.
I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.
While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.
An error occurred while saving the comment Laine Ratsep
commented
Hear hear, @Andrew Chadwick! This is a well-expressed summary of the issues surrounding putting the invoice details directly into the email. That is one of many 'enhancements' to the invoicing system that are aggrieving not only your customers but also our customers!
An error occurred while saving the comment Laine Ratsep
commented
I understand that Xero had to take their software onto a new coding platform at some point to effect some of the items we have been asking for for years (f.ex the ability to choose from multiple addresses) and to keep up with a new security environment. Cool.
I don't understand why the functionalities offered on the older platform were not the easy first thing to put into the new platform, and then added onto from there.
It looks like perhaps somebody sold Xero a lemon of a platform to build upon, and now they have to suck said lemon.Laine Ratsep
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2 votes
Hi Laine, it sounds like you're using a browser from your mobile device here. Did you know that you can now use Find and Match on the Xero Accounting app? As the apps are optimised for use on a mobile device this maybe a solution to the issue faced.
Laine Ratsep
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610 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Laine Ratsep
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682 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Laine Ratsep
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309 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.
Laine Ratsep
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326 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
Laine Ratsep
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@Scott Leonard - are they for real?? Quotes =/= Invoices - the legal requirements and ramifications are VERY different between the two functions. Completely leaving aside the dodgy tactic of trying to pit users against one another, they are also deflecting from the main request.
For reference, Pat at Xero Support, that comment was: Put it on a toggle and let an organisation decide whether they want Autosave on any or all functions. that way they are responsible for the legal ramifications, not Xero.
(Reference: "From Pat at Xero Support 29 Oct 24: Hi Scott
I want to make it clear that it is not our intention to remove the autosave feature or make it optional. We've got some very interesting feedback on autosave on quotes, which is yet to be implemented. If you're interested in seeing the sentiment from users around the lack of the autosave feature for quotes, feel free to have a read through the comments on the product idea." sent to that user)