Settings and activity
46 results found
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405 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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An error occurred while saving the comment An error occurred while saving the comment 
Jim Morris
commented
Nope, I hate "Approve and Email". Either make it just "Approve" or give us the option to set our own default.
An error occurred while saving the comment Jim Morris
commented
What happens if you find a mistake after you have approved, that you need to correct, but now the email has already been sent? Now you get to look like a moron in having to contact the customers, tell them to ignore the invoice and then correct and send another... all because Xero decided, via questionable arbitration, that it was a good idea to do 2 functions with the click of one button.
Sorry, but this is a dumb decision.
Default should be Approve.
Better yet, let us select our own defaults and not be dictated to by a majority of a minority of selected beta tester users.
An error occurred while saving the comment Jim Morris
commented
Yes, a selectable default would be fantastic as it can then cater for everyone
Jim Morris
supported this idea
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7 votes
An error occurred while saving the comment Jim Morris
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Agree with the calls for consistency but, equally, I want to see Autosave made optional. In its current form, it is simply utter **** and causes way more headaches than it solves.
For the record, I'm not voting this up as I simply don't trust Xero not to use my vote to falsely claim that we asked for more Autosave, while conveniently ignoring the issues it causes.
Jim Morris
supported this idea
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6 votes
An error occurred while saving the comment Jim Morris
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Agree with the calls for consistency but, equally, I want to see Autosave made optional. In its current form, it is simply utter **** and causes way more headaches than it solves.
For the record, I'm not voting this up as I simply don't trust Xero not to use my vote to falsely claim that we asked for more Autosave, while conveniently ignoring the issues it causes.
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328 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
An error occurred while saving the comment Jim Morris
commented
They'll change their tune the moment they get sued because someone got fined after a poor audit result.
I wonder what ATO would say if they knew about the poor auditing being forced on us by Xero's poor development practices?
Jim Morris
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406 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
An error occurred while saving the comment Jim Morris
commented
Olga is 100% correct. Classic did not do this.
It is a pretty poor indictment of your service when your customers know more about how your systems work than your staff do...
If I am copying an invoice, it is because it already has a layout that I want to use or change minimally.
If I want defaults for a contact, I will start an invoice from scratch.
Xero, you have 2 ears and 1 mouth, so you should be listening twice as much as talking. Stop telling us what we want and start listening more instead.
Jim Morris
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13 votesJim Morris
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16 votesJim Morris
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24 votesJim Morris
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31 votes
Hi Shawn, to make sure we understand the idea here - would you like this field to be visible to the contact. Say when a certain branding theme is applied? Or just an internal to view when creating invoices in Xero? Thanks
Jim Morris
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22 votes
An error occurred while saving the comment Jim Morris
commented
If I want defaults, I'll start an invoice from scratch.
If I'm copying an invoice, then I'm doing it for a reason.
I don't need Xero's software guessing what I want, it just needs to do as it is told.
Jim Morris
supported this idea
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61 votes
Hi everyone, we appreciate your engagement with us about Just Ask Xero(JAX) and concerns shared on the data this model uses.
To confirm the LLMs are not trained using any Xero data. The AI behind JAX uses LLMs available from commercial vendors like Microsoft, Google and Amazon, (we have commercial agreements that prevent them from training their models with our customers data), as well as proprietary technology, JAX Assure, that works in concert to support accuracy and security.
JAX is currently in beta - Once your organisation is invited to opt-in to the beta, you can trigger the opt-in buy sending JAX a message in the pop-up window of your dashboard.
However, if you’re not interested in using JAX, don’t send a message, and the assistant won’t be activated. You can also dismiss the pop-up using the 'x' in the top right corner. You'll be prompted once more and can…
An error occurred while saving the comment Jim Morris
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@Xero If Jax, as Kathy has stated below, is supposed to learn from what I do, then that means I'm teaching it.
Seeing as I get paid to teach our staff, I don't train anyone or anything for free.
If you want to me to train your AI then you can pay me a consulting fee and I'll happily put in the time to do so. Until then, you can keep it the **** away from my business.
An error occurred while saving the comment Jim Morris
commented
Yep, as usual they turn on this before it's been properly tested...expecting us to test it for them for free.
Jim Morris
supported this idea
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60 votes
Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
An error occurred while saving the comment Jim Morris
commented
Folks, the more we just keep commenting here, the more Xero can just ignore us. We need to start leveraging their system to support our goals.
Each time one of these issues arises, every single person needs to make a support ticket. If they offer no solution, refuse to close the ticket or make a new one.
They will be using a ticket system like Zendesk, and those are used as KPI indicators at high-level meetings with executives...the sort of meetings where KPIs actually mean things and where said KPIs also eventually find their way into annual share reports.
So, if there are a lot of open tickets, questions will be asked as to why...questions whose answers we can affect by refusing to bend to Xero's gaslighting.
We need to start hitting Xero where it will have an impact on those high enough up the ladder that can easily ignore our complaints here in this forum.
Couple that with commenting on every social media post you see to get the word out publicly. For example, every time you see Xero's ad on Facebook for 90% off for new customers, make a comment so other folks see it. I have a templated comment that I post every time I see their ads. I'm already starting to see more activity each time I post it.
Jim Morris
supported this idea
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68 votes
Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team.
I’ll keep you updated on any progress around this idea specifically.
An error occurred while saving the comment Jim Morris
commented
Folks you need to create a support ticket about the issues. The only way to get any traction on these items now is to flood them with complaints and support tickets.
If they use a ticketing system (such as Zendesk) then it is a benchmark and KPI for them that they cannot ignore.
Jim Morris
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8 votes
Thanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.
With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.
We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.
Jim Morris
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5 votes
Hi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.
Jim Morris
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10 votes
Hi Samantha, when referring to send would this be the 'Email' button in classic?
If so this is actually still available in new invoicing, you'll find the option in the 3 dot menu at the top of the page 🙂
Jim Morris
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4 votes
Thanks for confirming, Nicki. I can confirm I've shared this back with the team. We are looking at further improvements to the invoicing grid, so I'll let you know here if there's any news for this.
Jim Morris
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60 votesJim Morris
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210 votes
Hi community, we’ve been working hard to continue delivering valuable enhancements for our customers, and we know from your feedback being able to send via the Xero network from an invoice was important to how you invoice with Xero.
I’m pleased to share this feature is in the process of being released, currently with 50% of users we expect to have this in everyone’s hands soon.
Once available, when creating an invoice if you enter a Contact you’ve saved a Xero network key for you’ll see an option beneath the invoice appear ‘Send via Xero network’ (similar to when you send an eInvoice). As an addition, with the way we’ve rebuilt this feature you can now also include any attachments when sending the invoice. These'll be received on the draft bill created in your customers org! I’ll round back to confirm when this is live to everyone 🙂
Jim Morris
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11 votesJim Morris
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Na, that's not how software development works these days @Sam.
Why would they pay devs to test, when they can just get us to pay for the privilege of testing it for them?