Settings and activity
23 results found
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266 votes
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Evert van Eeden
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276 votesEvert van Eeden
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208 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Evert van Eeden
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156 votesEvert van Eeden
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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…Evert van Eeden
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654 votesEvert van Eeden
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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…Evert van Eeden
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234 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
Evert van Eeden
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149 votesEvert van Eeden
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1,019 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Evert van Eeden
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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.
Evert van Eeden
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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.
Evert van Eeden
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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.Evert van Eeden
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55 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
An error occurred while saving the comment Evert van Eeden
commented
Xero please keep the functionality of certain things the same. Even if the layout or look changes.
Evert van Eeden
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287 votesEvert van Eeden
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1 voteEvert van Eeden
shared this idea
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11 votes
Quick turn around, as we were able to roll this out rather fast 😁!
You should all have access to the new Notes feature I mentioned - Found at the bottom of the Contact details section when adding or editing a contact.
As I mentioned, this’ll enable you to enter text such as a requirement for a Purchase order that you’ll be able to see when viewing the Contact record.
It’d be great to get feedback - if this helps with your needs here.Evert van Eeden
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245 votes
Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.Evert van Eeden
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643 votes
Hi everyone, we value your input to this idea and how adding files directly to a fixed asset in Xero would be of use and improve efficiency for our customers.
Noted in my last update - our team are now in the midst of building Fixed Assets with updated technology. We plan to begin releasing this in the latter part of this year.
Our product team have paid close attention to the requests related to Fixed Assets here in community as they develop, and we do have intentions of providing the ability to attach files to assets.
For now, we'll shift to Under review and I'll keep you updated when we're closer to making this available to you all.
Evert van Eeden
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6 votesEvert van Eeden
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If you had a look at the new invoicing you would see that the moment you start entering data in the first line it automatically adds a new line below.
And that's only by tapping on the TAB button.
Can't see how the old invoicing is better in that regard.
With the old invoicing you have to manually click to add a new line even if it's just one extra line.