Settings and activity
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741 votes
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…
David Roff
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7 votesDavid Roff
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An error occurred while saving the comment David Roff
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I think this is a no brainer for Xero, its the same for all banking apps btw (Revolut, Tide and Starling) the bank triggers you to upload a photo from teh app as the transaction goes through meaning you always have the receipt.
Some of these banking apps are trying to flog their own accounting package which might be great for some but not all, but all data is available on the API surely. depends who is the driver here Starling OR Xero ?
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4 votesDavid Roff
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An error occurred while saving the comment David Roff
commented
I have this same issue its so frustrating, I incur travel expenses for a client when travelling, pay from my euro bank card and when reconciling assign to a customer, then the amount on the invoice is ALWAYS out.
I cant add as an expense from the mobile app as it ONLY allows base currency expenses, which means I would have to convert and then enter (pointless) and for the same thing to happen.
I think this is so easy to resolve for Xero but a daily headache for many of us.
Not sure why its not as simple as this from mobile app.
1. Add receipt - assign to customer, and for the currency I paid in (from my euro bank)
2. Rebill on expense invoice, if incurred cost is in same currency as invoice no conversion otherwise convert? -
183 votesDavid Roff
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18 votes
An error occurred while saving the comment David Roff
commented
I support this issue, I have a similar point about files attached to billable costs incurred and would like to include the file ideally Or the hyperlink as noted.
When incurring an expense which is to be rebilled to a customer on reconciliation I add the original receipt
However when invoicing I can add the billable expenses to the invoice but cannot easily add the uploaded receipt, I suggest this could be pulled to the invoice for selection or in the attached files but not to customer allowing me to choose what to add
Without this I have to find the cost in xero and download the receipt and then come back to the invoice to attach as they have to be passed to clients for expenses invoice to be paid
David Roff
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The drag and drop attachments in new invoicing is SO BAD, you have to click a button to get a window to appear and then drag before it closes, the old way was better just drop on the invoice, im not sure who thought that this new way was better.
The other thing that's now unusable in the new invoicing it the file library, try taking pictures of the receipts or things you need to add and put them in file library for use later. When you go in the invoicing you can no longer preview them, and they just get a random file name from the camera i.e. photo-1, photo-2. so which ones do I need to add to THIS invoice is impossible to do. I have to have two windows side by side.
I really want to like the new invoicing but its nowhere near as usable as the old version (yet) and I feel we are fighting to make that clear to Xero there are so many points raised on this its not against change and this post sums it up well, 'sub optimal' and 'forced into'. The product manager for invoicing should take a day out and read the posts and talk to the users and ask them to show why its not great and could be better.