Settings and activity
62 results found
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2 votes
Linda Carlos
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6 votesLinda Carlos
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7 votes
Hi Stewart, is there a way you see the export being more helpful for you. For example would you be looking for a summary of each invoice? The Receivable Summary and Detail reports maybe useful for this sort of view and can be exported.
Linda Carlos
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4 votesLinda Carlos
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2 votes
Hi Bid, trying to better understand the purpose of your idea here and how it would help you when using Xero.
When you say you'd like to change the name of spend or receive money - Is there a place or flow you're using in Xero that causes confusion when looking at these transaction types?
Linda Carlos
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12 votes
Hi Samantha, when referring to send would this be the 'Email' button in classic?
If so this is actually still available in new invoicing, you'll find the option in the 3 dot menu at the top of the page 🙂
Linda Carlos
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8 votes
Hi Rebecca, I've just amended the title of your idea for your first request. In terms of the second when you're mentioning the input of dates. You should find you can currently enter dates in number format, however you'll need to make sure you keep the '/' or '.' to separate day month and year, alternatively you may find shortcuts help you cut down the time needed to enter your dates here.
Linda Carlos
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3 votes
Thanks for raising this, please do look out for the sharks! Atm, Xero Tax pulls the information at the date the filing is created so providing they're directors at that date, they should be included in the company information we receive back.
This'll include all active directors, whether they're appointed in the year of afterwards.
However, we're planning to improve this to offer more flexibility around the Directors information, including improving the format of the names themselves. We'll be in touch when we have more detail to share.
Linda Carlos
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23 votesLinda Carlos
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12 votes
Hi everyone, sorry we've not responded here sooner. As we upgrade technology we are mindful of the impact this can have for our customers. We understand changing features and learning new flows and the ways of performing some actions can be a big transition for customers.
In particular, as mentioned in your feedback here with new invoicing. To support as much as possible during this time, we're providing lots of information through means of blogs, education and guides on Xero Central.
We're also continuing to iterate and develop new features into new invoicing that we know our customers want.
An example of this are recent improvements we made to the 'Contact' field adding the ability to look up your contact address, edit or add the Attention field, and adding more address lines.
I have made sure your feedback here is shared with the team, however we do want to be…
Linda Carlos
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461 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
Linda Carlos
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415 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Linda Carlos
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25 votesLinda Carlos
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116 votesLinda Carlos
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38 votes
It’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
Linda Carlos
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47 votesLinda Carlos
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45 votesLinda Carlos
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53 votes
Hi everyone, we appreciate seeking urgent help, however right here you're in Xero Product Ideas. This is where you can join and vote on ideas for change at Xero, this is not a direct line to support. This is a public forum where anything you post is visible to others - Please keep this in mind when sharing your details.
While we don't have an inbound number you can contact our Xero Support team, you can reach them anytime by raising a case through the Contact Xero Support tile found at the bottom of most pages throughout Xero Central.
If you can provide a little detail on your questions or what you're needing help with we'll be bale to get you in touch with someone with the best skills to help, and generally our specialists are happy to arrange a phone call at a time that suits you.
Linda Carlos
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50 votes
Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
Linda Carlos
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76 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Linda Carlos
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