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29 results found
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209 votes
Hi community, we’ve been working hard to continue delivering valuable enhancements for our customers, and we know from your feedback being able to send via the Xero network from an invoice was important to how you invoice with Xero.
I’m pleased to share this feature is in the process of being released, currently with 50% of users we expect to have this in everyone’s hands soon.
Once available, when creating an invoice if you enter a Contact you’ve saved a Xero network key for you’ll see an option beneath the invoice appear ‘Send via Xero network’ (similar to when you send an eInvoice). As an addition, with the way we’ve rebuilt this feature you can now also include any attachments when sending the invoice. These'll be received on the draft bill created in your customers org! I’ll round back to confirm when this is live to everyone 🙂
Robynne Clements
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16 votesRobynne Clements
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32 votes
Can see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.
Robynne Clements
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31 votes
Thanks for raising the idea here, Maria. Will be good to get a sense of the interest in being able to view invoices as exclusive when entered as inclusive. We don't have any immediate plans for changing this but I'll be sure to let you know if there's any change.
We have a separate idea tracking the ability to view the account number that I'd recommend joining for any information or updates around this.
Robynne Clements
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27 votesRobynne Clements
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21 votes
Hi community, we've recently released shortcuts in new invoicing that cut down the number of mouse clicks and help you perform actions on your invoice with the use of your keyboard.
We've added small prompts to highlight these shortcut combinations in product, and if you’d like to view the full list of options you can view them all on Xero Central.
While save options were explored as part of this work, the only keyboard shortcut right now is Save & close (Alt-Shift-C).
Another option you may want to test for yourself is the '/i' keyboard shortcut. As new invoicing has auto save when you're ready to add another invoice, you could simply type '/i' on your screen. This will open the global search in the blue header with options to go to All invoice, or Create new invoice which you could either click or use Tab to select.
I…
Robynne Clements
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38 votes
It’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
Robynne Clements
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19 votesRobynne Clements
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12 votesRobynne Clements
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35 votesRobynne Clements
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32 votesRobynne Clements
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49 votes
Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
Robynne Clements
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55 votesRobynne Clements
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85 votes
Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
Robynne Clements
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101 votes
Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.
We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks
Robynne Clements
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62 votesRobynne Clements
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136 votesRobynne Clements
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405 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…Robynne Clements
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115 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Robynne Clements
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639 votesRobynne Clements
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Hi Kelly
When CLASSIC was RETIRED it wasn't blown to smithereens — was it?
It's still there — isn't it?
It's just turned off — correct?
Surely it wouldn't take very much to "flick the switch" and turn CLASSIC back on — correct?
And this must be a hot topic of discussion at management level within Xero — correct?
We get that some people will feel like they have egg on their faces if they admit NEW Invoicing has been a monumental fail — they just need to keep their egos in check
No-one cares that they gave it a red hot go and it didn't work, good on them for having a go — but don't keep flogging this dead horse (NEW) — be brave, pull the pin, turn CLASSIC back on — and be our hero ... CAPTAIN CLASSIC
Otherwise — could you please have this proposal put in front of Xero Management ... Xero customers wanting to use CLASSIC pay an additional amount per month — I don't know, 50 bucks or something — because currently the nightmare of using NEW is costing me more than $600 a year — plus the extra stress is just a heart attack waiting to happen
Please ask them to be one of the first technology companies to admit they got it wrong, to listen to their customers and to provide the software solution their very loyal customers have supported for many years
Or offer both — CLASSIC and NEW — charge a premium for CLASSIC, I don't care how its done ... I just need CLASSIC back and I'm not alone
VOTE 1 FOR CAPTAIN CLASSIC ... making the boring lives of us CFOs / Financial Controllers / Finance Directors / Finance Managers / Finance Department Team Members just that little bit brighter with every saved keystroke ... "To Infinity and Beyond”
Cheers
Robynne