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4 results found

  1. New Invoicing - Keep the previous Contact when using Copy

    227 votes

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    41 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

    Joanne Potter supported this idea  · 
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    Joanne Potter commented  · 

    What's the point of copying if you don't copy everything?!

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

    258 votes

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    46 comments  ·  For small businesses » Business features  ·  Admin →
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    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. 

    Joanne Potter supported this idea  · 

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

    84 votes

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    submitted  ·  37 comments  ·  For small businesses » Business features  ·  Admin →
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    Joanne Potter supported this idea  · 

  4. New Invoicing - Reduce the amount of empty space on screen

    142 votes

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

    Hi everyone, thank you for all your feedback into this idea. We appreciate the change takes a bit of getting used to, but we also understand and are concentrating on changes we can make to help condense and improve this for you all. For the time being we'll move this to working on it and I'll come back to share when we have further updates.  

    Joanne Potter supported this idea  ·