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6 results found
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188 votes
Hi community, thanks for on-going engagements with us about how you use the Xero network in this idea. As our team continue work on new invoicing, development for building the Xero Network within new invoicing is now underway, and we'll keep you updated of further news of this, here.
In the meantime, if you've set up Xero network for your contacts you can continue to send these through the Invoices awaiting payments list. As mentioned in my last updated we still strongly recommend exploring eInvoicing as a solution.
An error occurred while saving the comment -
326 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
Gregory Yorke
supported this idea
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384 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.
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Gregory Yorke
supported this idea
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855 votes
Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.
I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.
While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.
An error occurred while saving the comment Gregory Yorke
commented
Probably in a minority, but we use Xero Network all the time for AR/AP between our two entities, and it's not possible w/ New Invoicing, greatly increasing the chances for error. A big step backwards.
Gregory Yorke
supported this idea
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41 votes
An error occurred while saving the comment Gregory Yorke
commented
Same. We write several thousand checks per month, using the "make payment > pay by check" screen perhaps 15 times in a row, and each time we have to be positive we've selected the correct bank account out of six. And then once we've selected the correct bank account, we have to wait for them to renumber.
Gregory Yorke
supported this idea
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9 votes
An error occurred while saving the comment Gregory Yorke
commented
Following up … any process where checks are printed in an unpredictable, unrepeatable order can not by definition have an "expected behavior."
A normal user expects that, if they void checks and delete the check numbers and repeat the selection process step-by-step, then the new checks will be numbered exactly the same as the initial, voided batch.An error occurred while saving the comment Gregory Yorke
commented
Xero support states that this order is random -- it is not even repeatable if you select n checks, save (number) them, void those checks, and try to create the checks again. The check numbers will be in a different order. They should have a logical order, like the sort used on the bills screen they were selected from, or always in vendor alphabetical order. That way if there is a problem (and right now I have 3000 checks worth of problem) you can always reissue checks in a predictable order.
Gregory Yorke
supported this idea
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If you have multiple Xero entities and do intracompany transactions, Xero-to-Xero is the easiest and safest way to be sure invoices and bills are recorded on both sides. All of the suggested alternatives are worse options.