Settings and activity
10 results found
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633 votes
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.
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Jackie Townsend
supported this idea
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751 votes
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…
An error occurred while saving the comment Jackie Townsend
commented
I just struggled through creating a "new invoice"... what is this ridiculous "Pick Another Date" choice under Issue Date and Due Date???!!!!! More extra clicks!! First you have to click on "Pick Another Date" THEN you have the calendar. Just have the calendar there and let us click on it from the start.
An error occurred while saving the comment Jackie Townsend
commented
Please just let it be our choice if we want to remain on the Classic version or switch to the new version. Problem solved. I used to highly recommend Xero because of the "user friendliness" of the accounting software... this new invoicing version is NOT user friendly ~ it does not flow, too may clicks, Approvals are at top versus bottom, it's ridiculous! Another pet peeve - I use "copy" a lot as we have a lot of the same invoices monthly... now it does not bring forward the same vendor name like it used to, so there is one more additional step we have to take! Again, you are adding to our workflow not making it better.
Jackie Townsend
supported this idea
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194 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.
An error occurred while saving the comment Jackie Townsend
commented
This is another one of your new "features" that I just can't wrap my head around at all! I wish someone would explain the "pro" of having the "Save" button at the top? I realize if we don't speak up, we won't be heard, but Dear Lord - I am soooo busy that stopping to try to add my voice to this is consuming time I don't have. Especially when I fear no-one will even consider our thoughts and suggestions!! We've been using XERO since 2017 - I can assure you I have seen you ignore many requests and recommendations, the majority of the changes you have made do not positively affect my work flow but do the exact opposite - more key strokes, more scrolling, more tedious steps!
Jackie Townsend
supported this idea
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353 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Jackie Townsend
commented
Kelly Munro - Please listen to the comments here... again I'm not sure about who was included in your "testing", but it is crazy to "approve and email" in one step. As many have said here, most businesses have split responsibilities in the Accounting Department, so that one person will create and approve the invoice, a Manager will then approve and email the invoice on out. It's that whole division of responsibilities concept for security purposes.
Jackie Townsend
supported this idea
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359 votes
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…Jackie Townsend
supported this idea
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431 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Jackie Townsend
supported this idea
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61 votes
Appreciate the detail, and thanks for raising this here in the forums.
While this isn't something we have direct plans for atm, we're keeping an active eye on the idea here and will share if there's any change.
An error occurred while saving the comment Jackie Townsend
commented
Just like everyone else in this group says, we should be able to remove the columns we don't want ONCE and then be able to run the Transaction Report that way from now on. This absolutely does create a LOT of extra work for us to click on the edit section to remove columns every time we need a Transaction Report - or we have to download to Excel and fix it there.
Jackie Townsend
supported this idea
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13 votes
Hey community! As a few of you have rightly pointed out, the previously posted workaround isn’t suitable if your end date is prior to your start date. In this case, you will have to update both start and end fields.
Thank you to everyone that flagged that, and apologies for the confusion.
Because the the Bank Reconciliation summary lives in the Bank Reconciliation reporting pack, the date picker available is the same as the other bank reports (Bank Statement and Statement Exceptions).
Understand that some users would prefer an ‘as-at’ date instead, similar to the older report. In the meantime, you can select the same date in both fields to achieve this.
As that doesn't quite solve this for some users, we're leaving this idea open to continue to collect and share your feedback with our product team.
An error occurred while saving the comment Jackie Townsend
commented
Seriously, how hard is it to allow us to be able to set the report to default date of "last month" (or whatever) and save it as a custom report the same as we can do with all our other reports?
An error occurred while saving the comment Jackie Townsend
commented
As accountants we are busy busy busy and I understand everyone is busy today but we are up against HARD DEADLINES almost daily in our business. Every extra "click" added in Xero over the last months have added extra time it takes to do our jobs. The extra clicks it takes to get to the "last month" Bank Rec is stupid crazy. No one reconciles their bank to "today" - we don't even have bank statements to reconcile to until month end and that is what we need our bank recs to reflect.
Jackie Townsend
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22 votesJackie Townsend
supported this idea
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189 votes
An error occurred while saving the comment Jackie Townsend
commented
The fact that this critical issue has been a non-issue for Xero since 2013 speaks volumes!
Jackie Townsend
supported this idea
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Please allow us the option of choosing between the new invoice or classic. THAT would solve ALL the problems! Thank you!