Settings and activity
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644 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
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14 votes
Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve…
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Michelle Merrigan
commented
I figure I will add to this rather than starting a new post. I run 5 different companies through Xero. The new invoicing is FAR from faster.
Things we do not like:
- agree everything is too big. I have ended up hiding columns I don't use on one of the companies to make it smaller, but then realised that change also goes over to the other companies that I do need the columns for.
- I used to be able to start typing a customer name and then hit tab when it landed on the correct one. Now I have to scroll down and hit enter and tab multiple times to get to the date field.
- the date. I used to be able to type (for example - 1 01) and it would automatically know I wanted the first of the first. Failing that, it was one click to get to the calendar. Now I have to click twice just to get to the calendar every time as I am rarely entering invoices on the 2 provided dates.
- no add multiple lines anymore. The automatically adding is fine for some of my customers, but not all. Some customers have multiples of the same 2 items which need to alternate on the invoice up to 20 lines. It was a lot easier to add 20 lines at once and then copy and paste all the info where I needed it to be. Now I have to enter the lines one by one.
- There are too many drop down menus for saving/emailing/printing. Put them all under one so I don't have to go to each one to find the function I need. For that matter, there is a lot of seemingly unnecessary functions there.
- We have a lot of customers that are payment before dispatch, so we use prepayments a lot. It takes A LONG TIME for the "add credit" button to appear when you open the invoice. I actually thought initially that I'd put the payments under the wrong account when I first started using it as it took that long to appear.
- The add payment button is now an extra step. We used to be able to add it at the bottom of the page, now we have to open an extra box to add it.
- You can no longer send an invoice xero to xero (which I do ALL THE TIME) when you're in the invoice. You need to leave the invoice, go into your unpaid invoice section, search for the invoice you have just entered, select the check box beside the invoice, click the email button which opens a popup, select the checkbox in the popup that says send via xero network. This is possibly the most frustrating of all.To be honest, at this point, there is nothing to add to the things we like section. I have been using it for about a week or so, trying to give it a good chance. It's still not happening.
I am not actually sure the people that designed this "faster" system use it on a day to day basis, and if they do, they have designed it so it is faster for their particular input, not the broader community.
I will add to this - I have been using Xero since 2012 for multiple companies across multiple countries. I am not a new user to it and I am 100% on board with changes for the better, of which there has been many over the years. This is not one of them.
I asked Xero for this function YEARS ago. We have been using Xero since 2012..... hopefully they do something.