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  1. 2 votes

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    Eric Tsang supported this idea  · 
  2. 148 votes

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    Eric Tsang supported this idea  · 
  3. 82 votes

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    Eric Tsang supported this idea  · 
  4. 33 votes

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    Eric Tsang supported this idea  · 
  5. 4 votes

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    Eric Tsang commented  · 

    We would like to have some additional fields so we can work easier
    For example we can add the info of user (eg full name and email) who create the transaction (eg quotation) into the quotation template

    so the end user can contact the right person and easier for tracing

    also suggest to provide few custom fields for us

    Eric Tsang supported this idea  · 
  6. 321 votes

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    Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.

    Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!

    Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.

    Eric Tsang supported this idea  · 
  7. 308 votes

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    Eric Tsang commented  · 

    we need this feature too!
    We do not suggest using specific user email to send out the quotation and invoice

    now we need to change everytime before sending, very stupid and wasting of time

    Eric Tsang supported this idea  · 
  8. 150 votes

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    Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).

    We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.

    Eric Tsang supported this idea  · 
  9. 233 votes

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    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…

    Eric Tsang supported this idea  · 
  10. 137 votes

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    Eric Tsang supported this idea  · 
  11. 1,010 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

    Eric Tsang supported this idea  · 
  12. 192 votes

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    Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually. 

    For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
    Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
    Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…

    Eric Tsang supported this idea  · 
  13. 143 votes

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    Eric Tsang supported this idea  · 
  14. 244 votes

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    Eric Tsang supported this idea  · 
  15. 649 votes

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    Eric Tsang supported this idea  · 
  16. 203 votes

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    Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here. 

    Eric Tsang supported this idea  · 
  17. 239 votes

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    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Eric Tsang supported this idea  · 
  18. 349 votes

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    Thank you everyone for continuing to connect with us on this, here. We know this is an important feature for many of our customers, and I can confirm that work is under way to develop the ability to copy the contact across to a new draft invoice when using the Copy to feature in new invoicing. 

    We'll shift the idea across to working on it and I'll be back to share when it's live for you to all start using. 😊

    Eric Tsang supported this idea  · 
  19. 374 votes

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    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Eric Tsang supported this idea  · 
  20. 394 votes

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    Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
    Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
    We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.

    Eric Tsang supported this idea  ·