Settings and activity

5 results found

1. New Invoicing - Reduce number of steps and clicks

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   261 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 down, and we’ll be bringing back the ability to view the number of stock on hand.

   As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

   We also have some updates coming to;

   • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
   • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
   • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

   Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

   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… more

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   Stuart Brown commented  ·  07 February, 2024  ·  Edit…  ·  delete…

   NEW invoicing is not good for me for many reasons. I will be forced to move my invoking away from Xero if you choose to implement only New Invoicing. And if that’s the case, I’ll move my accounting away too (as my Accountant is not a Xero fan). Up to you Xero.

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   Stuart Brown supported this idea  ·  07 February, 2024

2. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

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   227 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.

   As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.

   While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.

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   Stuart Brown commented  ·  09 September, 2023  ·  Edit…  ·  delete…

   I need this feature. As my business grows I need to add staff and delegate functions. Creation of tracked inventory items is almost a daily task for a growing business and I need this function to be available to a staff member without them seeing my P&L and bank balance.

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   Stuart Brown supported this idea  ·  09 September, 2023

3. Sales Invoices - Ability to collect an electronic signature

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   submitted  ·  8 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Stuart Brown supported this idea  ·  09 September, 2023

4. Sales Invoice - Include files attached to an invoice when sending

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   287 votes

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   submitted  ·  42 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Stuart Brown supported this idea  ·  09 September, 2023

5. Contact creation - Restrict or confirm new contact

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   8 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Stuart Brown supported this idea  ·  09 September, 2023