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8 results found
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12 votes
Feedback from concept testing has been really useful to the team - Thanks to all participants that interacted with the team on this.
We have now moved forward with developing functionality to detect and help you identify duplicate bills in your workflow. I'll come back to share more detail on the in's and out's of this when it available to you all 🙂
Barbara Bailey
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33 votes
An error occurred while saving the comment Barbara Bailey
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215 votesBarbara Bailey
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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.Barbara Bailey
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116 votes
Hi community, we appreciate how useful the ability to view stocks on hand are to our customers that are using tracked inventory. This is something we're looking to build in to new invoicing, however there are a few other things lined up in the teams agenda first.
We'll keep you updated here as things progress, and you can also get more understanding of the features we have planned in this space through our Xero central page.
An error occurred while saving the comment Barbara Bailey
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This feature is elementary to tracking inventory. All the other accounting software packages allow for this. It is extremely inconvenient to look up every item in a different screen to check stock levels. Please we need this feature to be available ASAP. Thank you.
Barbara Bailey
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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…Barbara Bailey
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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.
Barbara Bailey
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266 votesBarbara Bailey
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I have loved that Xero is usually great at allowing you to customise your own templates for invoices. It would be wonderful if we could customise the packing slip as we need to be able to put some background check details on them. I currently use the branding themes to do this but streamlined would be a great feature. Thanks