Settings and activity
10 results found
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26 votes
Liz Patterson
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34 votes
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?
Liz Patterson
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320 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
Liz Patterson
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257 votesLiz Patterson
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34 votesLiz Patterson
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140 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
Liz Patterson
supported this idea
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634 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…
Liz Patterson
supported this idea
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82 votes
Hi team, I know it's been a while since my last update and we'd like to confirm that our team are working to address your concerns, here. We'll be providing quicker access to the calendar picker for both the invoice due and issue dates. Work's underway atm and we plan to have this released to you all before classic invoicing retirement. I'll swing back again as soon as it's ready 🙂
Liz Patterson
supported this idea
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161 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.
Liz Patterson
supported this idea
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153 votes
Hi team, thanks for your contribution and sharing with us on your use of being able to see levels of stock when invoicing. Right now, our team are developing improvements to the line item grid in new invoicing, where you enter detail of your invoices. This work also involves providing visibility of your tracked inventory stock on hand so you know how many items you have to sell.
For now we'll move to working on it and I'll keep you updated of when this is released in new invoicing.
An error occurred while saving the comment Liz Patterson
supported this idea
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Just backing up previous comments. This feature is not 'useful' it is critical to many of us.
Please extend the change over date if this cannot be included before you retire the classic version.