Settings and activity

5 results found

1. New Invoicing - Reduce number of steps and clicks

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   260 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop down, and we’ll be bringing back the ability to view the number of stock on hand.

   As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

   We also have some updates coming to;

   • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
   • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
   • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

   Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop… more

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   Tara Broderick commented  ·  02 April, 2024  ·  Edit…  ·  delete…

   Hahahahaha - Ignoring every comment here AND updates showing that they are ignoring them. That's bloody hilarious.

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2. AU Payroll | Reporting - Run by State

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   submitted  ·  5 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Tara Broderick supported this idea  ·  19 July, 2023

3. Profit and Loss - Filter tracking category by actual and budget

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   submitted  ·  13 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tara Broderick supported this idea  ·  07 July, 2023

4. Reporting - Show average Days to Pay by customer

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   27 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.

   To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.

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   Tara Broderick commented  ·  04 May, 2023  ·  Edit…  ·  delete…

   Days to payment should be standard in any accounting system.

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   Tara Broderick supported this idea  ·  04 May, 2023

5. Email Settings: UK Payroll | Payslips - Schedule date for payslips to be emailed

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   submitted  ·  47 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Tara Broderick commented  ·  29 March, 2023  ·  Edit…  ·  delete…

   They don't look at our comments, they don't like to fix bugs, and they don't really know or care how the UX and UI Interfaces work with their users.
   It's shame that they don't seem to do what the users want, nor listen to their concerns. They've been contacted about illegal settings by myself, and they've denied it's illegal - in print. Then, quietly, they've make a change because it was indeed illegal, and don't bother to contact anyone to let them know.

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   Tara Broderick supported this idea  ·  23 December, 2022