Settings and activity
33 results found
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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.
An error occurred while saving the comment 
Claire Parker
supported this idea
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An error occurred while saving the comment Claire Parker
commented
All our invoices are RCTIs - we never send them out. Need to remove this default option for me, please.
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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 Claire Parker
commented
Andrew Syme, I get what you're saying, but think we all just want the functionality of Classic. No one cares if we migrate to the new tech as long as it's behind the scenes and not front and center of the changes.
An error occurred while saving the comment Claire Parker
commented
Hello Xero team - are there any updates on this, please? Xero responses seem to be missing in action since May 17th, meanwhile more and more users are getting more and more frustrated and providing feedback to you about your lousy system upgrade. As the cut-off deadline looms ever closer, surely the progress towards having a useable module increases? I just wonder why you cannot communicate effectively with all these engaged people here who have given their time and effort to test a system that your team obviously have not.
An error occurred while saving the comment Claire Parker
commented
Good work Lloyd. Thank you for pushing this issue and representing our concerns. It's a pity Xero have not communicated effectively with all their paying customers, but we will take this as a small win.
Xero - I'd love to see a message from you stating that New Invoicing will have ALL the functionality of Classic before retiring Classic. Ideally we would like to have a trial period of New Invoicing once it's fit for purpose and before Classic is switched off so we can re-train our staff and iron out any remaining issues. September is looming and is cutting it fine, to do proper testing and training. Thank you.
An error occurred while saving the comment Claire Parker
commented
Great, but these are additional features and not ones that most users are having issues with. This is the proverbial re-arranging the deckchairs on the Titanic - we need the basic functionality sorted out before you switch off Classic.
Claire Parker
supported this idea
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156 votes
An error occurred while saving the comment Claire Parker
commented
The layout of emails generated in New Invoicing is causing a problem for bill entry too. Please see attached. The new invoicing email contains 4 separate links to the invoice. 2 are green bars Review and Pay, one is a https: link and the fourth is just blue text View full invoice and pay. This is both ugly and confusing for a customer, and needs to be cleaned up. The green Review and Pay links take us to a blank tab and nothing happens when we try to login and save the invoice. Apparently this is a known bug, but has not been communicated and users are having to create time-consuming support requests to find out. We cannot manually enter multiple lines on an invoice, as it is affecting productivity, and need the link to work to bring across all the information.
Claire Parker
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391 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 Claire Parker
commented
Look at the state of this screen. Its an utter mess. Why are the notes showing changes that are completely irrelevant, why was an invoice number created and need to be changed? Why was it created with $0.00 and then changed. I was simply entering the details on my invoice, not making changes. We would never use online payments method so this needs to be removable. Sorry but this is garbage.
Claire Parker
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52 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.
Claire Parker
supported this idea
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161 votes
An error occurred while saving the comment Claire Parker
commented
Agree, it's another step backwards!
Claire Parker
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124 votes
Hi everyone, we're currently working on a feature that will automate the process of updating employees' NI categories. When released Xero payroll will automatically update the NI categories of employees who are transitioning out of their current category. This ensures that the calculation of NI contributions in the Pay run is accurate, and the correct amount is paid to HMRC.
Rather than having to notify, and then you needing to update this yourself Xero will save you this step and do it for you!
I'll come back to share when this is released for you all, here.
An error occurred while saving the comment Claire Parker
commented
Great idea, and it would also be handy to have a notification when an employee reaches their 7 years of employment for LSL to kick in in Australia.
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37 votesClaire Parker
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488 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Claire Parker
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106 votesClaire Parker
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58 votesClaire Parker
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212 votes
Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here.
Claire Parker
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559 votes
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…An error occurred while saving the comment Claire Parker
commented
Hi Xero, with the upcoming retiring of Classic invoicing in September with no suitable replacement as yet, many customers have expressed their intention to move away from Xero as it no longer meets our needs.
The only issue holding my company back from migrating on 1st July, is how to retrieve all the attached files in AP, invoicing and spend/receive money transactions.
Having been a huge fan of Xero since inception we have trusted you to assist with our transition to paperless by utilising the attach files function in Xero.
As we are required to keep these records for 5-7 years, we will need to hold on to Xero in some form or another if a bulk download of files is not possible.
Please look at this again to give the customers you have alienated a feasible migration outward process.Or can you please advise how these files will be retained to be retrieved, if required, for an audit.
Thank you.
Claire Parker
supported this idea
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332 votes
An error occurred while saving the comment Claire Parker
commented
Great idea. This would be really useful. Most of our employees work different days and hours. It would be great if this could also translate to employee leave requests as I almost always have to manually change them from the 7.6 hour day default.
Claire Parker
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239 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Claire Parker
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266 votesClaire Parker
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255 votes
Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Claire Parker
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4 votes
An error occurred while saving the comment Claire Parker
commented
How about adding this feature to New Invoicing?
This would be a real improvement, unlike so many of the new invoicing features that most of your existing customers do not need or want.
Every month we can have up to 500 invoices paid on one remittance. We have to do many batch Deposits, meaning there is much more processing than should be necessary. It also makes doing the bank rec for the receipts more tricky as we have to pick up multiple payments and outgoings (contras). Thank you.Claire Parker
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113 votesClaire Parker
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64 votesClaire Parker
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Hi Kelly, Thanks for the feedback, but this is hugely disappointing. Xero is basically telling us to take it or leave it.
Would either of the following be possible work arounds: 1. create a false email address for your customer and email invoices into oblivion, or 2. Enter a batch of invoices saved only, and later approve all at one go instead of toggling the approve and send option every single time?