Settings and activity
12 results found
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3 votes
Sorry to hear you don't like this feature, Richard. We've heard from others that this helps them get a better picture of what their invoices will look like when sending to a customer and enables them to make changes on the fly without having to preview or send a copy to themselves first.
Appreciate it might not be everyone's cup of tea and while we don't have any plans for removing this atm, we'll get a sense of the interest through the idea here.
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Rachel Osborn
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6 votesRachel Osborn
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14 votesRachel Osborn
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6 votesRachel Osborn
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37 votesRachel Osborn
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63 votesRachel Osborn
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167 votes
Hi team, thanks for your contribution and sharing with us on your use of being able to see levels of stock when invoicing. Right now, our team are developing improvements to the line item grid in new invoicing, where you enter detail of your invoices. This work also involves providing visibility of your tracked inventory stock on hand so you know how many items you have to sell.
For now we'll move to working on it and I'll keep you updated of when this is released in new invoicing.
An error occurred while saving the comment Rachel Osborn
commented
This needs to be released now, so we can Beta Test it for you and make sure it works in your new system just as it does now in Classic Invoicing.
An error occurred while saving the comment Rachel Osborn
commented
Hi Kelly, can you please at least confirm this will be in the new invoicing by November?
Many thanks
RachelAn error occurred while saving the comment Rachel Osborn
commented
Hi Kelly,
Great to see you are listening to your users.
Please don't force us into the new invoicing until this current functionality is live.
Ideally you should release this in the beta version you are running now, so those of us who use tracked inventory can experience the new version to check there isn't anything else you guys have missed before you roll out the new version.
Many thanks,
RachelAn error occurred while saving the comment Rachel Osborn
commented
Can you please give me Sukhinder Singh Cassidy's contact details to escalate this issue to please as you don't seem to understand how crititcal this functionality is to those of use who use it and to say your team have other priorities makes me extremely nervous, as it simply needs to be retained for NZ'ers to use as a basic tool within Xero.
Many thanks
RachelAn error occurred while saving the comment Rachel Osborn
commented
Kelly, you don't seem to understand that the ability to track your tracked inventory is a critical function to many business's. It simply needs to be included and never removed with any new release.
How do we contact Sukhinder Singh Cassidy to raise our concerns please?
I'll look forward to hearing back from you.
Many thanks
RachelAn error occurred while saving the comment Rachel Osborn
commented
Classic invoicing was built on older technology that we simply can't continue to use, if we want to improve and upgrade the invoicing experience. New invoicing, on the other hand, allows us to be more flexible and scalable so our teams have been building all features directly into the product.
Though we can't give a definite date at this time, viewing stock on hand will be developed in the new invoicing experience. I will share further updates when there's more news.So, are you confirming that the ability to see the correct stock on hand while putting together a quote or invoice will be available in the New Invoicing when it's released or not? As it's not currently in your beta version.
Please just be honest - yes it will be there when you remove Classic or no it won't be.An error occurred while saving the comment Rachel Osborn
commented
removing this feature does not make me happy in anyway shape or form. It is extremely important to have this feature retained.
Can you imagine the extra work Xero would create for every user that tracks their inventory and the chaos this will cause.
As you will know you can put any number of items into a Packing Slip and only once you save an Invoice will you realise or not if there is actually stock on hand. But, to send your stock you have to create a Packing Slip first, so the logic of your argument doesn't really stack up.
We need to know how much available inventory we have to sell and this current feature is perfect.
It needs to be retained in the new invoicing. I find it laughable all the errors with the new invoicing. Clearly the IT Team working on this have never run their own business's and don't understand their customers needs.
Why do they keep removing functionality that we need as users. Please pass my feedback onto the Project Manager, it is critical as a business that you know how much stock you have to sell and I don't wish to make the process longer by having to open a new window and check my stock manually when it's current format works perfectly.
I'll look forward to your reply.
Warm regards
RachelAn error occurred while saving the comment Rachel Osborn
commented
We need the quantity of stock to be included in the new invoicing just as it is now please. So, that when you are keying in the Quantity we need for an order it Xero shows us how much is in stock for Tracked Inventory.
Many thanks
RachelRachel Osborn
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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 Rachel Osborn
commented
Please please please have Tracked Inventory put back into your new Invoicing so that we can Beta Test it before you force us all into the new invoicing which is truly not an improvement in any way and I don't know how you can feel proud of what you are doing quite frankly.
Many thanks
RachelAn error occurred while saving the comment Rachel Osborn
commented
I am trialing your new invoicing and every time I do, I wonder who in the world you have working for you to make changes that create more key strokes and therefore take more time to process and potentially create errors.
I am just sending invoices out to be paid - your screen says they are awaiting payment. They can't be awaiting payment as they haven't been sent. So, please change this.
Then if you chose send an invoice, please send it. Don't bring up another page that you then have to hit send invoice on again to send it. A complete waste of time and effort.
It makes me laugh when your GM releases a press release on our data saying we need to work smarter not harder in NZ to get efficiency gains and yet you continue to make changes that create more work and take longer to process??
Rachel Osborn
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46 votes
Thank you to everyone that contributed to the teams research in this space. We wanted to share that discovery for bulk updating stock quantities has been greatly insightful and we're pleased to share that we are moving forward to develop a solution.
We'll shift the idea to working on it as development begins, and as this moves along we'll return when there is more opportunity for you to get involved.
Rachel Osborn
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6 votesRachel Osborn
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3 votesRachel Osborn
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14 votes
An error occurred while saving the comment Rachel Osborn
commented
In the New Invoicing when you print a Packing Slip, it isn't populating the address from the contact details. So, we just need the address that is saved in Contacts to populate the Packing Slip, rather than leaving it blank.
Many thanksRachel Osborn
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When I send an invoice in the new invoicing I'd like to be able to turn off the additional steps you've added when sending.
I don't need to see a pop up of my template letter and the invoice again, after I've just checked it and want to send it.
These seem unnecessary steps for me, so I'd like to be able to turn the feature off.