Settings and activity
10 results found
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2 votes
Clare Tayler
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88 votesClare Tayler
supported this idea
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256 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.
Clare Tayler
supported this idea
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157 votes
Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.
Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.
Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.
When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…
Clare Tayler
supported this idea
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302 votes
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…Clare Tayler
supported this idea
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369 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.
An error occurred while saving the comment Clare Tayler
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293 votesClare Tayler
supported this idea
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416 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Clare Tayler
supported this idea
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55 votes
An error occurred while saving the comment Clare Tayler
commented
Please can you have a 'known as' box in the employee name details. So many people don't use their given first name day to day. E.g. workers from other countries, (e.g. China, Hong Kong, (who often choose to use an anglicised name), and others that use a shortened version of their name which does not begin with the same letter as their first name, (e.g. Catherine & Kate, Rebecca & Becky), or those who go by their second name.
Basically, this simple addition would save so much time searching for people in payroll, where the user basically has to know and remember to look for the individuals official names (which have to be used for HMRC purposes) in the employee list.
Not having this feature could easily lead to errors in adjusting the wrong (but similarly surnamed) employee.Clare Tayler
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20 votes
An error occurred while saving the comment Clare Tayler
commented
Yes please! I have to change the order every time I go into an account this way, as who really wants to look at transactions from years ago! If I'm looking at the account it's because I'm looking for recent transactions. Please can you change the default to be recent transactions first, it would be much more intuitive and save lots of time and frustration! Thank You!
Clare Tayler
supported this idea
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I often need to work with Xero sized at half a screen (ie. with another window alongside, e.g. emails of invoice requests), this is going to be very difficult/ incredibly annoying, when new invoicing takes up the whole screen, Or (in half size) you have to scroll side to side all the time to see all the columns.
Classic invoicing manages fine to shrink down to half page size, please can you do this in new invoicing? I also just don't like everything being so massive and spread out on the page, it looks like it's the kids (& beta) version or something(!)
Please help - thanks!