Settings and activity
5 results found
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347 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Faye Willmott
supported this idea
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An error occurred while saving the comment -
76 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Faye Willmott
supported this idea
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650 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…
Faye Willmott
supported this idea
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62 votesFaye Willmott
supported this idea
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442 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've recently optimised autosave to require less processing power, leading to faster invoice loading and saving.
Our decision remains that we won’t be adding an option to turn off autosave on invoices. However, we hope this change improves your experience with autosave in draft invoices over time. Thanks again for your feedback.
An error occurred while saving the comment Faye Willmott
commented
This feature is handy sometimes, but it also massively slows down the admin process - see the attachment, which is just one screenshot of an invoice that we have to edit before we can print it. It'd be really helpful to turn off the 'auto save to drafts' feature at times.
To explain - we take orders over the phone, and then we re-order the items ordered to make it easier for our warehouse to pick. Due to the auto-save, when we re-order the invoice it takes a long time as the webpage is using significant energy re-saving all the time. Dragging the items up and down the invoice is very slow and laborious - what used to take say 5 minutes, is easily doubled. And this is something we do 20-30 times a day. We've cleared the cache, cleared history, used different web browers - its still slow.An error occurred while saving the comment Faye Willmott
commented
autosave slows down the inputting of data so much, I dont think i can use the new invoice system. When I want to add an item to my invoice it takes too long to load because the web page is saving itself. PLEASE have the option to switch off autosave (or scrap it all together!)
Faye Willmott
supported this idea
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I dont think this feature has carried over properly from the old xero - when I email an invoice from drafts, 'awaiting approval' or paid, it doesn't always show that I've sent the email over to my customer (in the history and notes section) Is anyone else experiencing this?