Settings and activity
6 results found
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78 votes
Glenda Brown
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352 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…Glenda Brown
supported this idea
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194 votes
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
Glenda Brown
supported this idea
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620 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.
Glenda Brown
supported this idea
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741 votes
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…
An error occurred while saving the comment Glenda Brown
supported this idea
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286 votes
Thank you for your on-going input and attention to the idea here, everyone.
We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.
I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.
For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.
An error occurred while saving the comment Glenda Brown
commented
Hi I need to be able to add a tracking number from the Invoice as in the classic version, annoying that this isn’t a feature, please put this back in. Thanks Glenda
Glenda Brown
supported this idea
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Add tracking option at time of Invoicing is a must for me. Approval only button not approve & email as first option. Then I agree with all others posting on the community page, please read & implement urgently, beginning to wish I had never left MYOB.