Settings and activity
14 results found
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293 votes
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Pyroclassic Fires
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713 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…
An error occurred while saving the comment Pyroclassic Fires
commented
We are getting closer to when Xero says they will be turning off classic Invoicing and still there are way to many bugs to make this a useable system.
Come on Xero, how about you delay the go live until the issues are sorted. we pay you enough to deliver a system that is robust and fir for purpose.
There's way too much to list here and besides everyone else ahs already said it.
There is no point in saying what's coming as you don't seem to get how stressed we are that come November we will be forced to use an inferior product.
You say this is fixed etc but I'm not sure as when I try in my version it isn't. Are you rolling out the fixes to every customer or just a select few?An error occurred while saving the comment Pyroclassic Fires
commented
We need the discount to be default as Percent. We would maybe one in 200 invoices apply a cash discount. It is taking so long and I'm chasing staff up all the time so the remember to do this. And tis is just the first day. God help us.
We need Approve not approve and email. you have to find the approve only which again takes more time.
The there's the copy to a PO feature, Where is it?
Why do you not listen XERO, we are all under the pump to get work finished and now you have foisted this on us today with no thought for the extra work required just to get to where we are in old invoicing and charge us for the privilege, joke.
You are fast becoming the elephant in the room here, and I suggest you stop your developers from deciding what's best for YOUR CUSTOMERS rather than what we require. This is a step back to the 90s when developers gave us what they thought and to **** with us if we said it doesn't work.
An error occurred while saving the comment Pyroclassic Fires
commented
I agree with the saving, Printing and emailing. It is now taking extra time which I don't have to complete invoicing and not in the best interests of our business. Time is money so is XERO going to pay us for the extra time needed to complete tasks that took little time before? Or is it time for us to move away and find another user friendly app with support who listen to us?
Pyroclassic Fires
supported this idea
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96 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
An error occurred while saving the comment Pyroclassic Fires
commented
New Invoicing Discounts
Apply percent discount by default on New invoicing.
We need the default discount to be a Percent not Dollar value. this is causing huge issues when I have to review every invoice. I am now having to get them all set to Submit for approval to ensure the correct value has been applied.
This is not the best use of my time when staff have been quite capable of applying the discount in the past.
It seems XERO have thrown everything out and started again with invoicing which has caused a heap of discontent with customers not to mention added work having to double check everything
I've been doing IT for over 40 years and same old same old. Developers think they know best how to run my business.An error occurred while saving the comment Pyroclassic Fires
commented
I don't think you did ask your customer community. I do not know of any business that uses $ and not % and all the comments are to put it back in place. I don't think there ever been a Please default the discount to a dollar value.
Come on Xero stop being so patronising. We know what we have and we know what works. Start listening.An error occurred while saving the comment Pyroclassic Fires
commented
This was a feature in the old invoicing and now takes a long time to do as extra key strokes and remembering it has changed.
ve already had invoices done with a $ rather than % which if I had not caught, would have cost us money.
Ive put all invoicing on to approve which now causes me to have to do an extra task on top of a busy schedule.Come on XERO, how about some UI testing before you roll stuff out
Pyroclassic Fires
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An error occurred while saving the comment Pyroclassic Fires
commented
Be able to enter the discount without having to type the % on everyline.
Old invoicing did this and it now takes longer to do this for each invoice we do.An error occurred while saving the comment Pyroclassic Fires
commented
Its the same in invoicing. I have my contacts already with the discount applied. I'm talking about those we offer a discount to outside of our regulars. This is a time wasting, frustrating ide when you are in the middle of doing invoicing and then realize you've added a $ value and not the % and have to go back and change. Its very embarrassing having our customers contact us saying we made a mistake.
I suggest you leave it as it was. I'm surely not the only client you have who have this issue. -
369 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
An error occurred while saving the comment Pyroclassic Fires
commented
Still cant see the whole invoice on my laptop. and then tried it on my phone as i often have to approve etc when out of the office. what a pain this is. Just made my job 10 times more difficult and take longer than ever. Why the old invoicing worked amazingly well on desktop, laptop and Phone.
Pyroclassic Fires
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An error occurred while saving the comment Pyroclassic Fires
commented
Yet again Xero you are not listening. The new invoicing is not fit for purpose. There ae too many items outstanding and now you send an email saying in a weeks time we will be forced to use the new xero, but wait there's more... We will get the opportunity to use the old system until November. What does that tell us, you are not ready. If you were you would go live and thats it.
How about you listen and correct the errors we are having with the new system before you force it on us.
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183 votes
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.
An error occurred while saving the comment Pyroclassic Fires
commented
We need this at the bottom. If you have 50 lines in an invoice, having to scroll all the way to the top to Save is a pain in the proverbial.
An error occurred while saving the comment Pyroclassic Fires
commented
So you'll just do as you please yet again
Leave the invoicing alone!!! From the user feedback being submitted, can you not understand this, your business analysts don't do a great job as we constantly get what Xero thinks is best not what is actually beneficial to our business.
Pyroclassic Fires
shared this idea
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An error occurred while saving the comment Pyroclassic Fires
commented
New invoicing
Put the save at the bottom like before. Its a pain having to scroll up on an invoice that in very long (50plus lines) to save.Why does XERO think they know best and not ask users how things should work, user experience counts!!!!!
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599 votes
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.
An error occurred while saving the comment Pyroclassic Fires
commented
We need to see the date/time, who it was sent to and the seen detail. When we often ask about invoice payments we are often told it was not received and we can show it has and to who.
Also as a legal document, we can use the details in the history if needed. I've worked at other companies where this has been tabled in court during a dispute between parties and it was accepted as proof.An error occurred while saving the comment Pyroclassic Fires
commented
I cant see email to and when either.
This is crucial especially when there may be a legal requirement to prove this was done. Which we have had to prove this previously.Please leave classic in unitl all the issues are fixed.
Pyroclassic Fires
supported this idea
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157 votes
Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.
Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.
Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.
When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…
Pyroclassic Fires
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270 votesPyroclassic Fires
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347 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Pyroclassic Fires
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416 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Pyroclassic Fires
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738 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Pyroclassic Fires
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66 votes
An error occurred while saving the comment Pyroclassic Fires
commented
I have this happen a lot and have to do a screen shot to send when asked about Overpayment that has shown up on a statement.
Pyroclassic Fires
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26 votes
An error occurred while saving the comment Pyroclassic Fires
commented
Display the Group data for a contact or a customer in the Customer Tab instead of having to go to each individual customer to see what group they are in. Maybe even export the Group data to excel. Currently you can open the Group to see who is listed but not when you are looking at your Customer List.
Pyroclassic Fires
supported this idea
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119 votes
An error occurred while saving the comment Pyroclassic Fires
commented
This would be the best feature. We often miss expenses as we dont go in there every day. and if an expense is rejected we need to be able to let the submitter know so it can be rectified in a time manner.
Pyroclassic Fires
supported this idea
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Please turn this off or give us the option to use. its useless in its current form