Settings and activity
5 results found
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31 votes
Kirsten Hensel
supported this idea
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391 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.
Kirsten Hensel
supported this idea
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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.Kirsten Hensel
supported this idea
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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 Kirsten Hensel
supported this idea
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159 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.
An error occurred while saving the comment Kirsten Hensel
commented
Please make this work for everyone Xero! As suggested again and again, simply allow the user to set their invoice approval function to what best suits their business - Approve / Approve and PDF / Approve and Email. Please action this urgently :)
Kirsten Hensel
supported this idea
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As mentioned, for the multitude of business that track their stock, it is critical that we can see stock on hand when entering an invoice please. You can see this when entering a quote, so surely this can easily be added back into the invoice system. Please action asap!