Settings and activity
15 results found
-
391 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
supported this idea
·
-
102 votesPyroclassic Fires
supported this idea
·
-
147 votesPyroclassic Fires
supported this idea
·
-
208 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
supported this idea
·
-
156 votesPyroclassic Fires
supported this idea
·
-
149 votesPyroclassic Fires
supported this idea
·
-
266 votesPyroclassic Fires
supported this idea
·
-
234 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.
Pyroclassic Fires
supported this idea
·
-
654 votesPyroclassic Fires
supported this idea
·
-
52 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
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
·
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!!!!!
-
429 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.Pyroclassic Fires
supported this idea
·
-
81 votes
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
supported this idea
·
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. -
51 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
supported this idea
·
-
24 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
·
-
111 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
·
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.