Settings and activity
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2 votes
TJ Biddle
shared this idea
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741 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…
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514 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
An error occurred while saving the comment TJ Biddle
commented
I'll comment on Xero's response:
Boooooooooooooooooooooooo 👎🏻👎🏻👎🏻👎🏻👎🏻👎🏻👎🏻
An error occurred while saving the comment TJ Biddle
commented
*Custom Columns on Bills & Invoices*
Often, we'll be tracking an order in our own system under it's own number, say #1234. Currently we put this in the Reference field. However, our supplier will have their own order number as well, say "INV00123"
It would be nice to track both of these, be able to search, and be able to see them in the list view.
What I'll often do when I'm about to send a payment is select all the invoices, take the sum that Xero shows, and send a wire transfer for that. Then I'll copy/paste the text from Xero (Clean it up a bit) and email that to our supplier so they can reconcile all the bills we're attaching to that payment. Currently, they get a list of our order numbers - but then they need to reverse search and look up their own. We're already tracking this info on the description of a line-item, but this is impossible to see on the list view.
TJ Biddle
supported this idea
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101 votes
An error occurred while saving the comment TJ Biddle
commented
Lol, an 8 year old suggestion? It's literally a hyperlink. C'mon xero.
TJ Biddle
supported this idea
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12 votesTJ Biddle
supported this idea
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Please allow us to set the default one-click method. I *never* use the Xero email feature. I just want to click approve on the invoice; not "approve and email".
I don't even have emails in any of my xero contacts.