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  1. 836 votes

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    Fiona Davidson commented  · 

    This has been continually requested for at least the last 9 years since I have been using Xero, its not planned anytime soon.

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    Fiona Davidson commented  · 

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44993782-payroll-employees-upload-attach-files-in-notes

    Kelly Munro (Community Manager, Xero) responded · Mar 2, 2023
    ".....that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here."

    How can something be "top of mind" but have "no plans at present for this development"

    I strugle to comprehend the alleged complexity of a function that is already established in so many other areas of Xero?

    Fiona Davidson supported this idea  · 
  2. 2 votes

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    Fiona Davidson shared this idea  · 
  3. 741 votes

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    Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

    We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…

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    Fiona Davidson commented  · 

    “1.5 seconds per extra click/scroll/feature distance increase at an average of 4 extra clicks/scrolls/distance increase per process x 10 per day x 5 days per week x 48 weeks in the work year x 4.2 million subscribers boasted by Xero = 16.8 million extra hours (that’s 1917+ years that Xero customers have to work, or pay their staff to work, because programmers/designers/tech team think its comparable.
    So Divya Jolly you claim 70% of people are 'happy' with new invoicing, the other 30% still have have to work (1917 years x 30%) an extra 575 years.... thanks...

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    Fiona Davidson commented  · 
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    Fiona Davidson commented  · 

    I cant right click on the contact to open in a new tab, I have to click on the contact then right click in the pop up. The pop us is great but I should still be able right click on the contact without opening the pop up.

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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

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    Fiona Davidson commented  · 
    Fiona Davidson supported this idea  · 
  4. 47 votes

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    Fiona Davidson commented  · 
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  5. 26 votes

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    Fiona Davidson commented  · 
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    Fiona Davidson commented  · 

    Have the ability to search attachments by name. For example I attach delivery dockets to bills and I always save the it with the corresponding document number, it would be good if search results showed attachment name matches too.

    Fiona Davidson supported this idea  · 
  6. 70 votes

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    Fiona Davidson commented  · 
    Fiona Davidson supported this idea  · 
  7. 229 votes

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    Fiona Davidson commented  · 
    Fiona Davidson supported this idea  · 
  8. 194 votes

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    Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

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    Fiona Davidson commented  · 
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  9. 316 votes

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    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…

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    Fiona Davidson commented  · 
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  10. 309 votes

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    Fiona Davidson commented  · 
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  11. 279 votes

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    Fiona Davidson commented  · 
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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

    Fiona Davidson supported this idea  · 
  12. 89 votes

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    Fiona Davidson commented  · 
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  13. 423 votes

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    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…

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  14. 160 votes

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    Fiona Davidson commented  · 
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  15. 41 votes

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    Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?

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    Fiona Davidson commented  · 
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  16. 428 votes

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    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.

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    Fiona Davidson commented  · 
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  17. 620 votes

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    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. 

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  18. 106 votes

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    Hi everyone, we thoroughly appreciate all the feedback we've heard from our customers on their use of the Xero network and the importance this is for helping you move efficiently when using new invoicing. Where possible we highly encourage setting up and using eInvoicing as a solution which is wider reaching than just those businesses on Xero, and has more functionality.

    In it's current state you can continue to send invoices using the Xero Network from the Awaiting payments list. That said, we've been listening closely and our product team are now considering development to incorporate sending invoices from Xero to Xero within new invoicing, as well as developing on this feature to enable attachments to be included when sending. We'll shift the idea to Under review for now and I'll share as there is more progression of this to update you on.

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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

  19. 17 votes

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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

  20. 101 votes

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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

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