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46 results found
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112 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
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Jim Morris
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31 votes
Hi Olga, really appreciate all the detail in your steps and the screenshots you provided.
I tried testing this myself with a Chrome browser and did get the same errors and behaviour you described, so have raised this with our product team. I'll keep you updated of any information I get back from them on this, here.
An error occurred while saving the comment Jim Morris
commented
Ah, I see. My apologies, I misread your explanation.
In any case, I still agree, this is yet another example of why New invoicing is not ready for prime time release as it is simply not capable of replicating the system it replaces.
An error occurred while saving the comment Jim Morris
commented
Yep, I know that Olga.
My point was who gave Xero the right to dictate to us the how and when things get locked?
It is us, the business owner, that should be making the decision to lock the period when we are ready for it to be locked...and, by extension, if we need to unlock something to make a correction then that also needs to be our decision, not Xero's.
An error occurred while saving the comment Jim Morris
commented
Why are invoices being locked, by Xero, in the first place? Who gave them the right to dictate to us how and when invoices in our businesses get locked out?
Who the AF do they think they are?
Jim Morris
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167 votes
An error occurred while saving the comment Jim Morris
commented
Yeah, it is a joke that this is still an ongoing and unaddressed issue.
An error occurred while saving the comment Jim Morris
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That is wonderful Caryn, IF the employee has submitted them to begin with. We want to be able to see the timesheets and edit them while they are still in draft and be able to submit them ourselves if the employee has not. I should not have to hassle an employee on a Sunday night or, on a Monday morning, find myself and the entire pay run held up because one person has not hit the submit button. Xero is making this unnecessarily difficult by not making a simple function available, all the while introducing stuff none of us want (new reports and invoicing) and jacking up the monthly subs.
An error occurred while saving the comment Jim Morris
commented
Every time someone comes across this it gets support. Obviously, there is a perceived need in your userbase for this functionality. WTH is stopping you @xero?
An error occurred while saving the comment Jim Morris
commented
@daniel Yep, totally. Xero's "solution/workaround" is to manually do their payslip...which, of course, totally ignores our own record-keeping requirements.
I guess they don't care as long as we keep paying their ever increasing subs...
An error occurred while saving the comment Jim Morris
commented
The only time they comment is to offer up useless suggestions, totally miss the point of what we are asking for or to tell us to make a (this) suggestion in the ideas/feedback forum for new or additional features...
The most infuriating part is that they don't have to add anything! All the necessary systems are already in place and they just need to turn on the right switch so we can see draft timesheets!
An error occurred while saving the comment Jim Morris
commented
I'm normally all for automating things but, in this instance, it could potentially cause more issues than it solves.
The main solve here is easy - Xero giving us, payroll managers and owners, the ability to see and edit draft timesheets...It's been an ongoing request/issue for literal years now and, given the recent sub increase (now $99/month), I think this is the least they can do.
If I'm going to have to pay more each month, I'd much rather have added functionality rather than pretty accounting reports that I don't even use in the first place!
An error occurred while saving the comment Jim Morris
commented
Yeah, not happy to fix such a simple problem that would alleviate so much hassle for us...but certainly happy enough to up the price again (to nearly $100/month now for a Premium 10 sub!).
If I even used much of the vaunted added functionality they've put into Xero, I wouldn't be so annoyed...but I simply don't use much more than I did when we got it nearly 9 years ago - which, incidentally, has been the length of time this issue has been a thorn in my side!
An error occurred while saving the comment Jim Morris
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Nope, sorry Renee, that still misses the whole point of what we are trying to achieve. As the owner/payroll manager, I should not need to wait for the employee to press submit in the first place. I also should not need them to resubmit if it needs to be reverted. I should be able to see the draft, edit the draft and submit it for them if necessary.
Jim Morris
shared this idea
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An error occurred while saving the comment Jim Morris
commented
We want to be able to open and complete the employees timesheet, if it has already been started. I have enough to do without starting again from scratch what the employee may have already done but just not clicked the submit button.
It is idiotic that, as the owner and payroll manager, that I cannot see an employee's draft timesheets.
We have been asking for this sort of functionality for years! Xero keeps ignoring us or offering up completely useless alternatives because they don't appear to understand what it is like being the business owner/pay roll admin...ironic, isn't it?
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37 votes
An error occurred while saving the comment Jim Morris
commented
This is critical. It is stupid that you cannot add by USI and even more stupid that, when searching by name, you can't see the full name and USI next to it.
Given that Xero provides the ability to set all this stuff in their software, they should bear some of the responsibility of us being able to set it correctly so we aren't running afoul of the ATO etc.
I can tell you in no uncertain terms that if I do happen to run afoul of the ATO because something is done incorrectly I'll be damned sure to throw Xero under the bus if the mistake is due to their badly designed or implemented systems.
Jim Morris
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38 votes
It’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
Jim Morris
supported this idea
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280 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
Jim Morris
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52 votesJim Morris
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210 votes
Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.
For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.
I'll return to let you know when we're closer to release and can share more of the changes.
Jim Morris
supported this idea
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225 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.
Jim Morris
supported this idea
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31 votes
An error occurred while saving the comment Jim Morris
commented
They have put this stupid requirement into classic as well.
WHY DO I NEED TO INPUT A NON-ZERO VALUE IN THE QUANTITY AND UNIT VALUE FIELD FFS!?!?!!?
Why is it such an issue to let us have a blank info line? What is your problem with that Xero? What about making our jobs easier offends you so much?
Jim Morris
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104 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
Jim Morris
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9 votesJim Morris
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19 votes
Hi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
Jim Morris
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15 votesJim Morris
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28 votesJim Morris
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26 votesJim Morris
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56 votes
Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm.
In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm.
You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template.
Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created.
Jim Morris
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78 votes
Hi team, thank you for all your feedback. We're in the process of developing the edit view of the line item grid within new invoicing and will be incorporating the ability to manually add a row and the ability to move blank rows within the invoice. Once released blank lines will be able to be saved within the invoice so you can separate lines or groups of lines as you need. I'll keep you updated on when this goes live.
Jim Morris
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437 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.
Jim Morris
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5 votesJim Morris
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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