Settings and activity
5 results found
-
442 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've recently optimised autosave to require less processing power, leading to faster invoice loading and saving.
Our decision remains that we won’t be adding an option to turn off autosave on invoices. However, we hope this change improves your experience with autosave in draft invoices over time. Thanks again for your feedback.
Rachael Maddox
supported this idea
·
-
409 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Rachael Maddox
supported this idea
·
-
166 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
An error occurred while saving the comment Rachael Maddox
supported this idea
·
-
753 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.
Rachael Maddox
supported this idea
·
-
451 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment Rachael Maddox
commented
The new invoicing is AWFUL!! Absolutely HATE it!!
A few specific gripes:
- The clients address details don't show so this is screaming out for mistake/human error and you cant add the address easily either
- History only shows that the invoice was sent and doesn't show who to. This is a major problem when clients claim invoice was never received and you cant actually check/confirm where it was sent
- Attached files - you are no longer able to scroll through these to check them, but have to open them in separate tabs individually
- The payment icons in the email are obnoxiously large and you have no way of selecting which ones you offer, so currently we have HUGE payment icons displayed for options that we do not offer. This is false advertising.I could go on but I dont believe xero actually cares or would bother reading this.
Rachael Maddox
supported this idea
·
This is CRITICAL and the current suggestion of changing/bastardising clients names by randomly adding capitals and special characters is incredibly rude don't you think x#r0? Seems to me that some idiot made the client name the unique identifier for a contact instead of using a truly unique identifier such as email and that person should be fired. We have multiple clients with the same common names and also multiple clients/contacts for the same company (where the invoices need to be addressed to the company but sent to different people) and this bug/flaw/oversight is an absolute nightmare!