Settings and activity

6 results found

1. New Invoicing - Reduce number of steps and clicks

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   264 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

   Jessica Black supported this idea  ·  18 October, 2024

2. New Invoicing - Option to switch Autosave off

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   submitted  ·  109 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jessica Black supported this idea  ·  18 October, 2024

3. Payroll | Employees - Upload/attach files in notes section

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   submitted  ·  190 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Jessica Black commented  ·  18 October, 2024  ·  Edit…  ·  delete…

   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

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   Jessica Black commented  ·  21 September, 2022  ·  Edit…  ·  delete…

   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.

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   Jessica Black supported this idea  ·  21 September, 2022

4. Invoices - Ability to send Invoices and statement to seperate email addresses

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   60 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

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   Jessica Black commented  ·  05 January, 2024  ·  Edit…  ·  delete…

   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.

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   Jessica Black supported this idea  ·  05 January, 2024

5. Dashboard - Ability to add sticky notes/notes

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   submitted  ·  37 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Jessica Black supported this idea  ·  21 September, 2022

6. Sales overview - View payment method in invoice list

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   11 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

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   Jessica Black commented  ·  21 September, 2022  ·  Edit…  ·  delete…

   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.

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   Jessica Black supported this idea  ·  21 September, 2022