Settings and activity
68 results found
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74 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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86 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
Linda Carlos
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383 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…Linda Carlos
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359 votesLinda Carlos
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183 votesLinda Carlos
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225 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Linda Carlos
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478 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.
Linda Carlos
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397 votesLinda Carlos
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285 votesLinda Carlos
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398 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…Linda Carlos
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437 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.
Linda Carlos
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717 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.
Linda Carlos
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3 votesLinda Carlos
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7 votesLinda Carlos
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11 votesLinda Carlos
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45 votesLinda Carlos
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9 votesLinda Carlos
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23 votes
Thanks for continuing to share your feedback on new invoicing and your needs in increasing the description field. As mentioned in my last update, currently each line of your invoice can contain up to 4,000 characters within the 'Description' field.
Though we don’t have immediate plans for extending this, our product teams have started some more research to get a deepened sense of our invoicing users for future improvements. If you'd like to share further feedback we'd love to hear from you, through our survey here.
Linda Carlos
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8 votes
Thanks for your idea and feedback, Maria. I'm just checking in with the team on the history for the send in the second part of your post here.
In terms of the sent box being ticked. This is automatically ticked when the invoice is initially sent and does not change when an invoice is subsequently edited. Appreciate this might be something that would help your processes and I've slightly amended the title of the idea for this.
While we don't have any plans for this right now, we'll begin to get a sense of the interest in this, here.
Linda Carlos
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44 votesLinda Carlos
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