Settings and activity
6 results found
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2 votes
Caiwen Fowler
shared this idea
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73 votes
Hi team, we appreciate all the feedback we've had from customers on how you enter dates when creating invoices in Xero. Our teams are considering improvements to the date picker, taking all feedback about this field on board. For now we'll move the idea to Under review and I'll be back to share when we can share more detail of what this will entail. Thanks
Caiwen Fowler
supported this idea
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344 votes
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…Caiwen Fowler
supported this idea
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312 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
Caiwen Fowler
supported this idea
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141 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.
Caiwen Fowler
supported this idea
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581 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.An error occurred while saving the comment Caiwen Fowler
supported this idea
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Agreed!
There are too many clicks to do the simplest things.
1. I want to change a due date on an invoice, now I need to click twice instead of once to "choose date"
2. I can't simply drop a file on the window to attach it, now I need to click on files first, thus also needing two steps instead of one
3. can we upload files BEFORE selecting a client, why does it have to be afterwards? this also leads to more clicking between programs
4. the billable expenses tab - in order to "add as separate items", this also needs two clicks now instead of one. There's plenty of room on the pop-up window to have them as two separate buttons. I use this function a lot and that is going to get really annoying!
5. approve and save are now needing me to scroll up the top after completing my invoice, thus not flowing nicely. I used to be able to finish my invoicing then just select approve without having to move the screen, making the overall flow of work smoother and therefore quicker
I really hope these features don't transfer across to the billing section if that ever gets changed too. This will make everything I enter take twice as long and be increasingly frustrating!
I'm not one to complain, I usually go with the flow; but the fact that I've spent the time writing this means that I'm extremely annoyed by the above changes and the flow of work has well and truly been interrupted for me and I'm not happy about that.