Settings and activity
31 results found
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294 votes
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Laine Ratsep
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13 votesLaine Ratsep
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90 votesLaine Ratsep
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153 votesLaine Ratsep
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600 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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7 votesLaine Ratsep
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1,076 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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147 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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219 votesLaine Ratsep
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343 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
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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181 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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45 votesLaine Ratsep
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184 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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370 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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714 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
An error occurred while saving the comment Laine Ratsep
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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 votesLaine Ratsep
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597 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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659 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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88 votesLaine Ratsep
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257 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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@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)