Settings and activity

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1. New Invoicing - Reduce number of steps and clicks

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   261 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 down, and we’ll be bringing back the ability to view the number of stock on hand.

   As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

   We also have some updates coming to;

   • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
   • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
   • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

   Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

   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… more

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   Meredith Hammond commented  ·  12 June, 2024  ·  Edit…  ·  delete…

   New Invoicing is a nightmare. We use tracking categories and once a category was assigned to a company or client it would auto populate in the invoice. Now even though the tracking category is assigned to the contact, it no longer auto populates, I have to select it from the drop down menu. If someone else is doing the invoicing and is not familiar with the client category it means going into the contact in Xero to find that information and then back to the invoice to select the category. its very clunky and not productive. I dont like the new invoicing at all.

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   Meredith Hammond supported this idea  ·  12 June, 2024

2. AU Payroll - Option to enter withholding tax variation as an additional percentage

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   submitted  ·  13 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Meredith Hammond commented  ·  29 February, 2024  ·  Edit…  ·  delete…

   First time i have had an employee request a % amount to be taxed over and above his normal. Cant believe that Xero does not allow for this calculation. Manually having to calculate this percentage every pay week is simply not OK. Fix it. if the ATO allows for employees to do this then the accounting program should also comply.

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   Meredith Hammond supported this idea  ·  29 February, 2024

3. AU Payroll - Nominate multiple accounts for payroll batch payments

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   submitted  ·  0 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Meredith Hammond shared this idea  ·  16 May, 2023

4. Sales Invoices - Issue progress payments on invoices for project/instalment

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   submitted  ·  92 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Meredith Hammond supported this idea  ·  20 September, 2022