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6 results found

  1. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    279 votes

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    133 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.

    While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.

    Alan Liefting supported this idea  · 

  2. New invoicing - Add lines button

    354 votes

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

    Hi community, thank you for all sharing with us here in product ideas. We've been taking your feedback on board seriously and there is work underway atm for the line item grid that'll improve your experience when you enter detail of your invoices.

    Along with other improvements one of the changes this work will provide is the ability to add new rows to your invoice, and be able to shift these around to where you'd like them placed within your invoice.

    I'll shift to working on it and round back to confirm once this is released and available to you all to make use of.

    Alan Liefting supported this idea  · 

  3. New invoicing - use links instead of dropdown boxes

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Alan Liefting shared this idea  · 

  4. History & Notes - Xero Mail - Log of mail sent via Xero

    295 votes

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    submitted  ·  112 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Alan Liefting supported this idea  · 

  5. New Invoicing - Reduce number of steps and clicks

    586 votes

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

    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.

    Alan Liefting supported this idea  · 

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

    511 votes

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

    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. 

    Alan Liefting supported this idea  ·