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  ·  63 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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   36 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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   11 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  ·  49 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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   140 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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   782 votes

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

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items you have on hand to sell. 

   This year we’ve made updates to bring more actions into the body of the invoice, so you can now add tracking options on the fly, or set or edit the exchange rate on foreign currency invoices. And, as of this week we’ve released a whole set of new shortcuts to save clicks and help you quickly perform common actions like being able to Approve an invoice which we know is valuable to our customers! While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.  

   We have more updates in store like changes to the Contact ‘To’ field that I mentioned in my last update and improvements to the line item grid within the body of your invoice. You can read more of what’s to come on Xero Central. 

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items… 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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   16 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