Settings and activity
6 results found
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449 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
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Brent Godfrey
supported this idea
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821 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Brent Godfrey
supported this idea
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436 votes
Hi everyone, we appreciate and thank you for contributing to product ideas. The implementation of autosave in new invoicing originally came from feedback we received from our community - Many customers entering invoices, where their data could be lost if they closed the window or logged out of Xero accidentally.
With the move from classic to new invoicing in the past year we appreciate hearing more feedback on this feature from our community. There are differing points of impact that you’ve shared, and is all highly valuable information to our product teams.
However, to set a realistic expectation we want to be honest that we don’t have any planned work for removing auto save.
If you find something you suspect could be a bug and isn’t working correctly in autosave, we recommend raising this with our Support team via Xero Central and providing details - This way our team can…
Brent Godfrey
supported this idea
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748 votes
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.
Brent Godfrey
supported this idea
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39 votesBrent Godfrey
supported this idea
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44 votes
An error occurred while saving the comment Brent Godfrey
commented
Please make this feature, it would be very helpful in automating our monthly ordering.
Brent Godfrey
supported this idea
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08/02/2024
There are key features that are missing and feels like the New version is a design downgrade:
1. "Quantity on hand" no longer pops up when entering the quantity on the New version. This is important if our stock is running low for us to understand how best to prioritise remaining inventory.
2. Unable to undo unwanted auto-save changes. Most of our invoices are generated from our customers' Purchase Orders that are sent as XML files. In the Classic version we can make changes to the invoices and if we want to revert to the original we simply refresh our browser. There is no "undo" in the New version with all changes (including unwanted changes) automatically saved as a draft. There needs to be an "undo" option in the New version.
3. The design of the New version tends to be too spread out.
a) All the fields on the top of the New version are all larger.
b) We don't use 'online payments' - don't know why this setup option needs to appear on a working invoice? It could be moved into the overall settings page, under "features".
c) Branding theme options could be moved to the same line as the other invoice field options saving further space by having just one line of field options.
Happy to have a call with the right team members to provide my feedback if that would help?