Settings and activity
49 results found
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26 votes
Jim Morris
supported this idea
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57 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
supported this idea
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86 votes
Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
Jim Morris
supported this idea
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5 votesJim Morris
supported this idea
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41 votes
Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.
Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.
Jim Morris
supported this idea
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74 votes
Appreciate your feedback on how you use invoicing and the benefit you find in being able to approve and view the next invoice in sequential invoice number order. As we continue to plan further developments within this space, our product teams would like to engage you all here to get a better sense of our invoicing users for future improvements. We’d find your feedback invaluable and if you’d be interested in sharing with us, please fill in our survey here.
Jim Morris
supported this idea
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161 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
Jim Morris
supported this idea
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21 votesJim Morris
supported this idea
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95 votes
Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source 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.
Remember, you can keep switching between the two products between now and September. Thanks
An error occurred while saving the comment An error occurred while saving the comment Jim Morris
commented
Hi Kelly,
Thanks for missing the point of the complaint and then replying in such a condescending tone...it is so much appreciated as one of Xero's customers. /sarcasm
For the record, we don't have an issue with good and sensible changes; we don't have an issue with updating the platform.
We do have issues with changes being made to take away functionality that we use and updates being made that look like nothing more than cosmetic alterations.
Take the invoicing system changes for instance...if the new interface had the same functionality but just a different look, then no one would be complaining. The issue is you have both changed the layout AND taken away functionality and then replaced it with functionality that we do not use and a more annoying and less useful interface.
The point of using Xero is that it is meant to increase our productivity and decrease the time we have to spend doing various aspects...not increase the time/clicks and aggravation we feel trying to run our already time-poor businesses and lives.
If the old version is based on old tech then fine, update the tech and give it a coat of paint, but don't mess around with functionality that till now has worked perfectly fine.
Additionally, I couldn't care less about what Xero needs to do for customers in the US, Europe, the UK, etc. I run my business in Australia under Australian Tax and Business law. If that means that Xero needs to make multiple system templates for invoicing to service different countries' needs, then so be it! You extract enough of a subscription fee each month that you should be able to sort it out.
I respectfully suggest that you guys get with the program or you're going to start losing customers.
An error occurred while saving the comment Jim Morris
commented
100% agree.
Stop "fixing" things that aren't broken and start fixing things your users have requested for years.
Jim Morris
supported this idea
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@Kelly Munro, burying your head in the sand and insulting your customers is not generally seen as good business practice.
Given that this has now spawned multiple threads and even migrated to Twitter/X maybe you should re-think your response here?
An apology would also not be unwelcome, just saying.