Settings and activity

10 results found

1. Advanced Inventory - Assembly Inventory

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   submitted  ·  14 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Tracy Rigby supported this idea  ·  26 February, 2024

2. New Invoicing - Reduce number of steps and clicks

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   91 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
   Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
   
   Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

   There are really important reasons why we must go forward with sunsetting classic invoicing and investing in the newer version if we want a product that will continue to serve your needs in the future as classic has too many technological limitations. The leadership from our board, through our c-suite and regional leadership teams know this is the only path forward to give you the features you’ve been asking for. We shared more on this in this blog. 

   
   Since my last post there are other changes that have been made to enhance new invoicing, including;

   • the ability to attach a file from the files library, 
   • being able to view files in a side by side view so you no longer have to click across to another tab, 
   • automatically opening a new tab to take you to areas to add a new account, tracking category or tax rate, and 
   • being given the option to mark an invoice as sent when printing. 

   All of which help reduce the number of clicks that you’d have to make for these actions.

   We are continuing to explore more ways to reduce the clicks and steps required for other actions in new invoicing and will keep updating you on these here. You can keep up to date with ongoing updates and changes to new invoicing on this Xero Central hub.

   Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
   Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
   
   Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

   There are really important reasons why we must go forward with sunsetting classic invoicing… more

   Tracy Rigby supported this idea  ·  08 February, 2024

3. New Invoicing - Add Payment details on invoice screen

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   submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Tracy Rigby supported this idea  ·  08 February, 2024

4. New Invoicing - Alert if the contact has available credit

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Tracy Rigby supported this idea  ·  08 February, 2024

5. New Invoicing - Add new Tracking option

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   41 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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. 

   Tracy Rigby supported this idea  ·  08 February, 2024

6. New Invoicing - Make the History & Notes the same as in Classic Invoicing

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   44 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here. 

   Tracy Rigby supported this idea  ·  08 February, 2024

7. New invoicing - Add lines button

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   submitted  ·  7 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Tracy Rigby supported this idea  ·  08 February, 2024

8. Bank Statement report to show who the contact is that the transaction has been reconciled to

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   0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Perhaps the Account Transactions report would be of help to you here, Tracy? You can adjust the report to add related account and Contact columns so you could see which account a payment came from as well as the contact it was assigned too. 

   Tracy Rigby shared this idea  ·  16 March, 2023

9. Bank Reconciliation: Cash Coding - Bank Transfers

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   submitted  ·  33 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tracy Rigby supported this idea  ·  16 March, 2023

10. Bank Reconciliation: Add the ability to search by contact account number when matching transactions

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    submitted  ·  14 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Tracy Rigby commented  ·  16 March, 2023  ·  Edit…  ·  delete…

    We use the account number field to ID the Payee on the statement as this is not always the Customers Account name, it is inconvenient that we cannot search on it.

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    Tracy Rigby supported this idea  ·  16 March, 2023