Settings and activity

2 results found

1. New Invoicing - Reduce number of steps and clicks

   261 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   97 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here. 

   As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;

   • You can now tab to select a highlighted contact and move through to the next field - related idea
   • Create a new repeating template from a draft invoice - related idea 

   Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.

   Once the team's work has concluded, and they've confirmed next steps I'll come back to share more with you, here. 

   Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here. 

   As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;

   • You can now tab to select a highlighted contact and move through to the next field - related idea
   • Create a new repeating template from a draft invoice - related idea 

   Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.

   Once the team's work has concluded,… more

   Marie Dilley supported this idea  ·  09 February, 2024

2. New Invoicing - Make the History & Notes the same as in Classic Invoicing

   278 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   57 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here. 

   An error occurred while saving the comment
   Marie Dilley commented  ·  09 February, 2024  ·  Edit…  ·  delete…

   Keep the Classic Invoicing New Invoicing is not faster & is missing key features that classic has!

   Save Submitting...
   Marie Dilley supported this idea  ·  09 February, 2024