Settings and activity
7 results found
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717 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…
Jessica Black
supported this idea
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443 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
Jessica Black
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294 votesJessica Black
supported this idea
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823 votes
An error occurred while saving the comment An error occurred while saving the comment Jessica Black
commented
Considering we can attach to contact cards, I'm suprised we can't attach contracts, warnings, licenses etc to Employee Files. We would definitely use the attach docs feature for employees.
Jessica Black
supported this idea
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296 votes
An error occurred while saving the comment Jessica Black
commented
Please Xero....add a separate field for statement emails! Majority of our customers request invoices are sent to a specified invoice email and statements are sent to a different statement email. We manually have to adjust the email addresses from a hardcopy list when issuing statements to make sure they're sent correctly.
Jessica Black
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148 votesJessica Black
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25 votes
An error occurred while saving the comment Jessica Black
commented
I also believe this will be beneficial to avoid paying a supplier that we have a direct debit arrangement set up with. It's easy to accidently select a direct debit supplier in batch payments and could be avoided if there was an option to mark "direct debit" next to the due date or something similar.
Jessica Black
supported this idea
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We are another who will not be using this add-on. I used to highly recommend Xero for accounting software but since the changes made to invoicing which created more work for our admin staff and did NOT streamline anything....
Now this optional extra cost "add-on" we won't be recommending your software at all. Very disappointing