Settings and activity

8 results found

1. New invoicing - When sending show organisation's trading name at top of invoice

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   submitted  ·  53 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Emma Nowak supported this idea  ·  15 November, 2024

2. New Invoicing - Move Save button to bottom of invoice like classic

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

   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. 

   Emma Nowak supported this idea  ·  15 November, 2024

3. New invoicing - zero balance invoice can't be saved

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

   Thanks for sharing this here, Olga. Appreciate the needs in being able to approve these sort of 0.00 invoices in your Xero organisation. I can confirm this is something our team are looking at so I'll keep you updated of any change of this, here.

   For the meantime, though I appreciate it may slightly change your flow you should find you can approve these type of invoices from the Draft list of your invoices. If you have a few of these waiting you'll be able to Approve these all at once to save a little time.

   Emma Nowak supported this idea  ·  15 November, 2024

4. New Invoicing - Add Payment details on invoice screen

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   submitted  ·  45 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Emma Nowak supported this idea  ·  15 November, 2024

5. New Invoicing - Make the History & Notes the same as in Classic Invoicing

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

   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. 

   Emma Nowak supported this idea  ·  15 November, 2024

6. New Invoicing - Reduce number of steps and clicks

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   717 votes

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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

   Emma Nowak supported this idea  ·  15 November, 2024

7. Customer Statements - Include prepayments

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   submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Emma Nowak commented  ·  15 November, 2024  ·  Edit…  ·  delete…

   I also have this problem. Why cant the customer balance show as a credit when a prepayment is made

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   Emma Nowak supported this idea  ·  15 November, 2024

8. Bills | Awaiting payment - Ability to overide maximum of 200 bills.

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   14 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

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   Emma Nowak commented  ·  21 September, 2023  ·  Edit…  ·  delete…

   I have the exact same problem and it is so annoying. Xero really need to rectify this problem. My old accounting program, which was ancient, had no problem with paying off any amount of bills.

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   Emma Nowak supported this idea  ·  21 September, 2023