Settings and activity
5 results found
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147 votes
Gregory Yorke
supported this idea
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159 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.
Gregory Yorke
supported this idea
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429 votes
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.An error occurred while saving the comment Gregory Yorke
supported this idea
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34 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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8 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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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.