Settings and activity
10 results found
-
45 votes
An error occurred while saving the comment 
Jackie Townsend
supported this idea
·
-
753 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.
An error occurred while saving the comment Jackie Townsend
commented
Please allow us the option of choosing between the new invoice or classic. THAT would solve ALL the problems! Thank you!
Jackie Townsend
supported this idea
·
-
228 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
·
-
408 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
…
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
·
-
409 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Jackie Townsend
supported this idea
·
-
451 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth 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.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment Jackie Townsend
commented
PLEASE LET US HAVE TO OPTION TO CHOOSE IF WE WANT TO USE CLASSIC INVOICING VS THE NEW INVOICING... because the new invoicing really stinks - too many clicks, too clunky.. The Classic Invoicing was so user friendly; I do not understand the change to add so many clicks ugh!! When a lot of us work 50-60 hours a week, all these extra clicks per invoice just adds more time to complete our work. And I do not see any resulting improvement with the new invoicing.
-
67 votes
Thanks for signalling your interest and sharing with us through this idea, team.
We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.
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
·
-
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
supported this idea
·
-
23 votesJackie Townsend
supported this idea
·
-
205 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
·
Before the update, the Contact activity page was my "Go To" page for all the invoices, payments, credit, overpayments etc. This page was very valuable previously; it was laid out in a very logical fashion and super helpful to us accountants. Since the update, I spend valuable time trying to understand and fix Contact records with erroneous information entered. The biggest time consumer is going back and forth to the "Activity Report" trying to find Payment Reference numbers and amounts. It is ridiculous that you no longer reflect REFERENCE numbers i.e. check numbers, source, dates, etc. on the main page. Of course I know I am wasting my breath and energy right now.