Settings and activity
6 results found
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851 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 An error occurred while saving the comment 
Lloyd Preston
commented
Its been mentioned before in this post or some of the other post re new invoicing - trying to attach doc's to a new invoice is a paid. You have to open a window and not only that you have to save the invoice/quote before it will let you drag the doc into a specific area that you have to click on to allow attachments - more clicks and pain for uses and the customer whom pays for the solution which is becoming more a nightmare than a world winning solution.
Why will Xero not listen - even tried to get Herald to investigate - don't think they did but how do we communicate with management and shareholders that persisting with this forced change will lose a lot of goodwill and in the long run customers - hopefully they will do a survey - you know - how likely are you to recommend Xero to customer - 0 Unlikely
An error occurred while saving the comment Lloyd Preston
commented
Lots of comments and I agree with most of them - Classic works fine so why try to fix it - however, Classic has been built on an old platform and Xero needs to move to a new platform, hence the reason for the new invoicing layout - however again, they should have taken the classic and mirrored on the new platform and then added any enhancements to improve classic rather than developers trying to re-invent the wheel and making a big botch of it. So my suggestion to Xero - listen to your customers/users, deploy classic on the new platform and then add any enhance that would make classic even better - this way you won't annoy the heck out of your customers nor lose customers or get bad publicity - this whole development of new invoicing is a nightmare - and I don't know of any software provider that has or would make this kind of PR and development mistake.
An error occurred while saving the comment Lloyd Preston
commented
Might be time to go to NZ Hearld and get them to investigate and write in the paper - so that the shareholders know how the developers are destroying the share value of the company - not to mention very likely to lose customers.
Lloyd Preston
supported this idea
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An error occurred while saving the comment Lloyd Preston
commented
Re Kim comment - re drag and drop - this was a nice feature of Xero, if this goes then Xero is going backward to the MYOB stage who also have trouble with drop and drag, especially from Outlook/emails. Come on Xero keep up with it - maybe get AI to help ;)
An error occurred while saving the comment Lloyd Preston
commented
Good morning,
Just to let you know that I had a call from Xero yesterday evening, had a good discussion and was able to express my concerns (and hopefully other users also). I was assured that we are being listened too and that in the words of the caller, that 'New Invoicing will be on par with the classic invoicing before it gets switched off.' Let's hope so, but I did express my concerns that it should have been on par before being submitted as an option.
Let's hope that this is the case. But I can recommend that we keep pushing and monitoring this matter until they do get the new (interface) on par or preferable even better than the classic version which for most of use works fine.An error occurred while saving the comment Lloyd Preston
commented
Out of interest has anyone tried or got any comments about another online accounting system: https://www.odoo.com/
Interest to hear if anyone has tried this system.
An error occurred while saving the comment Lloyd Preston
commented
Thanks Chris
Have emailed both CEO and company secretary. Lets keep pushing forward and appreciate any action taken to get Xero's attention.
An error occurred while saving the comment Lloyd Preston
commented
Thanks - have emailed in the hope that this will get some hearing.
An error occurred while saving the comment Lloyd Preston
commented
Agree - would be good to for someone to post on Facebook or some other media or even better go to someone higher up at Xero - as this really is a step backwards and I suspect if they proceed (please no) that they will bring in same format for Bills also - which will be just as bad.
Does anyone have connection higher up at Xero and connection with media to get some real outside discussion going.
An error occurred while saving the comment Lloyd Preston
commented
Agree entirely with last two comments - thanks Fiona for stating it clearly - if it isn't broke then don't mess with it.
What would be good for you to play with is the inventory system - a few years back you brough up another company inventory system and was supposed to incorporate it into Xero - this included the batch and location facility - here we are years later with no update on that which would add a lot more value to the basic Xero package - but instead you mess up invoicing. Listen to the users - or at least talk to them about what is working and what could be improved - unless there is some big picture stuff we are missing?? -
New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
473 votesThanks 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…An error occurred while saving the comment Lloyd Preston
commented
Just jumping in on this one - along with the other many threads about the issue with the new invoice format issues - agree with discussion here - being able to add lines to an invoice for notes to customer about detail related to service etc is very important, under new invoice, the addition of qty 1 and $0.00 lines is very unprofessional and looks terrible - another reason to start looking at alternative solutions out there.
Lloyd Preston
supported this idea
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30 votes
An error occurred while saving the comment Lloyd Preston
commented
Just following up on this as had a call last night from Xero about the new invoicing and mentioned that I was also wondering when Locate integration was going to be released - understand by my research that it has been released in the USA but why not in NZ or world wide - its a good product you paid good money for so why not use it. Even happy to pay a little more in monthly fee for it (but not as much as unleash - which I expect are stopping this being integrated or released in NZ,
Anyway an update on this would be appreciated.
Lloyd Preston
supported this idea
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472 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Lloyd Preston
supported this idea
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705 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.
Lloyd Preston
supported this idea
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6 votes
Hi Zoe, thanks for sharing an image of the comparison in XPM. Would this be particularly for when you're running the management reports or another set of reports from Xero?
Lloyd Preston
supported this idea
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An error occurred while saving the comment Lloyd Preston
commented
As accountants it is at time useful to be able to print a report onto paper - to do this currently you have to produce a export to PDF and then print - save time by having a Print option or allow the ctrl-p function as a short cut with the report in proper format filing the paper (Currently it is trying to print a web page not the actual report).
Well just over a month to go before they supposably close of Classic Invoicing and force all users to use an inferior user interface.
Have they listened to any users? Nope, still have not got New to anywhere near like the functionality and efficient layout of the Classic - actually the name sames its Classic - judged over a period of time to be of the highest quality and outstanding of its kind.
Now on their, Xero, web site they say: We’re with you every step of the way
Our new and improved invoicing has been designed to bring you more flexibility and customization options – and help you get paid on time. We’re committed to evolving every product we offer, to create the best experience for our customers now, and into the future.
That is a lot of political cover up in my opinion and based on continual comments coming through I think a lot of users will agree.
They even go further and say: As always, your feedback is essential, so please share your thoughts on Xero Product Ideas. Your input ensures new invoicing can continue to meet and we hope, exceed your expectations as we evolve it. Please check out Xero Central for the latest updates and helpful resources.
Have they (Xero) listened to users feedback - don't think so, still same old issues keep coming through on feedback including no proper history tracking, payment detail at top of invoice (Xero keep pushing for getting users to use their payment system - get paid quicker - will I don't want to so stop trying to push something onto me - its like spam in my opinion - would like to push this to the Commerce Commission - might be an idea.)
Anyway - I will stick with Classic until it dies - but must say Xero, users are not happy and I don't see how your shareholders can be - given you haven't paid them a dividend yet - as far as i know - and will this push to New drop the share price - it would in my opinion.
Ok, back to work on Classic invoice for a new sale - quick and easy in Classic horrible and time consuming in New :(.