Settings and activity
49 results found
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408 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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442 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've recently optimised autosave to require less processing power, leading to faster invoice loading and saving.
Our decision remains that we won’t be adding an option to turn off autosave on invoices. However, we hope this change improves your experience with autosave in draft invoices over time. Thanks again for your feedback.
An error occurred while saving the comment Jim Morris
commented
@Jane Skinner - Here, here! Well said Jane!
An error occurred while saving the comment Jim Morris
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@Kelly Munro - That's the problem though...it doesn't JUST autosave when you select a contact. It autosaves every bloody time you enter data in a cell! That delay, of even a second or two, quickly throws you off your rhythum, if you are used to doing rapid data entry, and almost guarantees mistakes (some of which can be VERY costly if they don't get picked up in time - % vs $ discount ring any bells?).
This feature needs to be an option to be turned on or off, if you aren't prepared to remove it entirely. Anything short of that is not acceptable and makes the product less useful to people like us and harder to recommend to prospective clients.
An error occurred while saving the comment Jim Morris
commented
We don't use third-party software or integrations...Autosave just plain sucks and is probably the singular, most disruptive and dumbest part of the "upgrades" brought in with "new" invoicing.
I know there are some folks out there that appear to like it, but so many of us don't and it is causing us no end of issues including monetary ones, in terms of staff time and productivity losses, not to mention direct fiscal hits (when mistakes caused by autosave lags don't get spotted before the invoices are sent!)...
Xero is all about the money, these days, so surely you should understand that?
Make it optional for Pete's sake!
An error occurred while saving the comment Jim Morris
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@Mike Johnston - I've tried that and then as soon as I add a contact, all of the customer defaults kick in and it changes my accounts and tax rates or, if I haven't got any defaults set, deletes them entirely. Either way, it forces me to redo work for no reason other than Xero's dev incompetence.
An error occurred while saving the comment Jim Morris
commented
That's a good point, Chris. I might have to look into getting some shares just for that purpose.
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.
An error occurred while saving the comment Jim Morris
commented
I've just about had it with this autosave stuff. I have far better things to be doing with my time, at the moment, than dealing with stupid software and/or the idiotic implementation of so-called "new" updates.
Either get rid of this Autosave feature or give us the option to turn the blasted thing off.
Thanks to this (or the forced revert to "new invoicing"), I've just completely lost YET ANOTHER HOUR OF F***ING WORK!!!!
I'M SO SICK OF MY TIME AND MONEY BEING WASTED BY YOUR SOFTWARE DOWNGRADE!!!
An error occurred while saving the comment Jim Morris
commented
14 days and counting...Xero is gaslighting its own customers at the same time as charging them more for an inferior product. Time to get consumer affairs involved, start considering legal advice and maybe even speak to the media about this shambles...
If you haven't already seen this thread, jump on board and add your 2c to the ongoing discussion:
https://central.xero.com/s/question/0D53m00009lxGKdCAM/new-invoicing-layout?fromEmail=1
An error occurred while saving the comment Jim Morris
commented
@Olga, @Paul, in Xero's defence they didn't delete my post, I did.
It was in direct reaction to seeing what Sigmatech had posted. However, I wasn't happy with the way I had worded it and wanted to include some helpful links before reposting it to other threads for the wider community.
Nice to know that we are all looking out for one another here though, so thanks for jumping in.
An error occurred while saving the comment Jim Morris
commented
Autosave is a pain. Either get rid of it or let us turn it off. I just created a 12-line invoice and because this stupid system needs to autosave each time I enter or change data in a cell of field, I now have a file history on the invoice that is 35 lines of useless drivel. What a joke!
Not only does it save things that you don't need, it makes the process slower as it won't register the 1st time you click into a field, or the second, or event he thrid sometimes. Copy and pasting into a field is 50% success too depending on it you click in correctly and Ctrl+v...
Seriously took me twice as long as it should have to make this invoice.
I seriously hate "new" invoicing in it's current form and capability.
An error occurred while saving the comment Jim Morris
commented
I already didn't like Autosave as it causes such a slowdown in operation but now that I see it logs each and every time you change something it makes the file history utterly stupidly verbose and completely useless.
Seriously, either give us the option to turn it off or get rid of it completely. I cannot state strongly enough how dumb it is.
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
Hi all, we appreciate the interest and hearing how you find autosave a useful feature when invoicing. At this stage, we don’t have any plans to roll out autosave to the editing of an invoice once it’s been approved.
We’ve made some recent improvements to autosave within the draft state of an invoice that we wanted to share with you - Our product team has optimised how invoices autosave to help reduce the lag, meaning invoices load and save faster. Thanks again for your feedback.
An error occurred while saving the comment Jim Morris
commented
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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340 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
supported this idea
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409 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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33 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
supported this idea
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23 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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71 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
commented
@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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451 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
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.
An error occurred while saving the comment Jim Morris
commented
@CELON Group this one is a serious enough issue that it deserves its own topic. Can you create it as one and then link us all to it so it gets the coverage it deserves?
Jim Morris
supported this idea
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68 votes
Thanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.
There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.
We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.
Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.
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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4 votes
Appreciate your feedback here and I see you have also found the idea around the Xero logo shown on invoices sent to customers.
We want to be transparent that we will not be bringing back classic invoicing, however we are still committed to developing and bringing further improvements to new invoicing that we know matter to our customers. You'll find a few ideas that have been raised across the forums here that are in the progress of being worked on by our product teams.
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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12 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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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?