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  1. 109 votes
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    Robynne Clements supported this idea  · 
  2. 321 votes
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    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 supported this idea  · 
  3. 102 votes
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    Robynne Clements supported this idea  · 
  4. 313 votes
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    Robynne Clements supported this idea  · 
  5. 97 votes
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    Robynne Clements supported this idea  · 
  6. 752 votes
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    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…

    Robynne Clements supported this idea  · 
  7. 272 votes
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    Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).

    We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.

    Robynne Clements supported this idea  · 
  8. 431 votes
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    Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.  

    I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.

    Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.

    Robynne Clements supported this idea  · 
  9. 282 votes
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    Robynne Clements supported this idea  · 
  10. 231 votes
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    Robynne Clements supported this idea  · 
  11. 353 votes
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    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…

    Robynne Clements supported this idea  · 
  12. 377 votes
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    Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
    By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.

    We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.

    Robynne Clements supported this idea  · 
  13. 196 votes
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    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

    Robynne Clements supported this idea  · 
  14. 425 votes
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    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Robynne Clements supported this idea  · 
  15. 625 votes
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    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. 

    Robynne Clements supported this idea  · 
  16. 745 votes
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    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…

    Robynne Clements supported this idea  · 
  17. 194 votes
    How important is this to you?

    Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.

    For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.

    I'll return to let you know when we're closer to release and can share more of the changes.

    Robynne Clements supported this idea  · 
  18. 193 votes
    How important is this to you?

    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. 

    Robynne Clements supported this idea  · 
  19. 287 votes
    How important is this to you?

    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.

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    Robynne Clements commented  · 

    Not only would it be "excellent to have" in the NEW invoicing format --- it is critical that we do.

    We are a Concreting Company, our crews go to 30-40+ different addresses every week. We create a new TRACKING CATEGORY for every job address. The extra time it takes so save the invoice, open Accounting, Advanced, Tracking Categories and then wait while Xero thinks is painful. I can still add a new Tracking Category from within a Bill, but there seems to be a problem doing so now from within Classic Invoicing. I DO NOT want to move to NEW Invoicing - I can't find a single thing I like better about it than Classic. It just looks like someone in marketing or creativity wanted it to look prettier. It's a business tool, for us, your clients, to repeatedly do the same tasks day after day. We don't need it to look prettier, we need it to help us be as efficient as we possible can.

    Every few months we are dealing with some new piece of Legislation or some additional Legal Compliance issue or increased Financial Management Reporting requirements. We are so time poor and so stretched as it is, please have your focus be on improving functionality not on appearance ... PLEASE !!!

    I have fought with Board Level Management people for decades to keep Xero ... please don't let this be the thing that makes me give up fighting for the ONLY software application I've ever fought so hard for.

    Keep introducing additional modules for the pretty stuff, but please keep the core part of Xero 100% focused on functionality.

    Cheers
    Robynne

    Robynne Clements supported this idea  · 
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