Settings and activity
13 results found
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205 votes
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
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Michael Warwick
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139 votes
Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…An error occurred while saving the comment Michael Warwick
commented
Thanks Kelly, good to know that part of the old functionality is still availble. So now three useful options exist for you at Xero, 1. allow that item code is not in itself financial, 2. add the ability to insert boilerplate text in another way, 3. allow old invoicing to continue indefinitely until new invoicing reaches equivalent functionality. If you want to stick with "no solid plans" then it would be good to announce that the removal of old invoicing will not be forced any time soon (i.e. option 3).
Michael Warwick
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134 votesMichael Warwick
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45 votes
Hi everyone, we've added you to this idea that we split away from the original one you voted for (AU & UK Payroll - Show leave balances on payslip in days and hours) as we have an exciting update applicable to NZ Payroll only.
Our product team has started some work around enabling Xero customers the ability to show Annual Leave in Weeks and FBAPS in Days👩💻. While in early stages at present we'll keep you updated on progress for this here!
Michael Warwick
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40 votesMichael Warwick
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30 votes
An error occurred while saving the comment Michael Warwick
commented
Also, as a small business a lot of my bookwork is done in evenings and on weekends, but I don't want clients to know when I am working, last thing I want is a phone call on Saturday afternoon because they know I'm working. Being able to load the invoices up for sending on Monday morning is much better and a standard feature on mail software now.
Michael Warwick
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55 votesMichael Warwick
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962 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Michael Warwick
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84 votesMichael Warwick
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136 votesMichael Warwick
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221 votes
Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here.
Michael Warwick
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221 votes
Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.There are really important reasons why we must go forward with sunsetting classic invoicing…
Michael Warwick
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260 votes
An error occurred while saving the comment Michael Warwick
commented
If this worked on mobile too that would be great, thanks.
Michael Warwick
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In that case, when an invoice is copied the contact needs to be applied, but contacts need to contain multiple recipients, with each recipient having the ability to override the defaults for the contact. Copying an invoice would then apply our company defaults, then load the contact, apply the contact defaults, then apply the recipient and apply their defaults. Or you just copy the invoice, kind of do what the label says. The majority of users have been working with old invoicing, so start there.