Settings and activity

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1. New Invoicing - Typeable dates in Date fields

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   26 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).

   We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.

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   Alexander Sheldon commented  ·  31 May, 2024  ·  Edit…  ·  delete…

   Same for choosing payment account. On classic invoicing I type the amount, tab to date , type the 2 digit date, tab to account, type 1 to 7 to choose the right account, then click add. It annoys me I can't tab to the add payment button and enter it.

   Now I have to click add payment to get the useless payment overlay up. Then click three times to enter the date. Then click twice to choose account. Then click and change the amount. It's just so much extra work that is not necessary.

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   Alexander Sheldon supported this idea  ·  31 May, 2024

2. Pricing Plans - Option for a more basic version of Xero

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   submitted  ·  1 comment  ·  For small businesses » Subscription & support  ·  delete…  ·  Admin →
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   Alexander Sheldon shared this idea  ·  31 May, 2024

3. New Invoicing - Add Payment details on invoice screen

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   submitted  ·  45 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Alexander Sheldon supported this idea  ·  31 May, 2024

4. New Invoicing - Reduce number of steps and clicks

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

   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 down, and we’ll be bringing back the ability to view the number of stock on hand.

   As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

   We also have some updates coming to;

   • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
   • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
   • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

   Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

   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… more

   Alexander Sheldon supported this idea  ·  31 May, 2024