Settings and activity

11 results found

1. Email Settings - Custom sending domain security SPF;Dkim;Dmarc

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   submitted  ·  15 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Jake Cormier commented  ·  11 January, 2025  ·  Edit…  ·  delete…

   So many of our invoices are going to spam now, because Xero stupidly uses one email address for sending out all their customers invoices across the world. So if one xero customer abuses this and gets labeled as spam, we all suffer.

   Xero absolutely needs to make this a priority.

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   Jake Cormier supported this idea  ·  11 January, 2025

2. New invoicing - Auto adjust the column width when additional columns are added

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

   Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.

   For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.

   I'll return to let you know when we're closer to release and can share more of the changes.

   Jake Cormier supported this idea  ·  11 May, 2024

3. New Invoicing - Option to switch Autosave off

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   submitted  ·  112 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jake Cormier supported this idea  ·  11 May, 2024

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

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   378 votes

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

   Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
   By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.

   We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.

   Jake Cormier supported this idea  ·  11 May, 2024

5. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

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   426 votes

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

   Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
   When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
   When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
   We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

   Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
   When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
   When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
   We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't… more

   Jake Cormier supported this idea  ·  11 May, 2024

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

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

   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. 

   Jake Cormier supported this idea  ·  11 May, 2024

7. New Invoicing - Reduce number of steps and clicks

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   748 votes

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   265 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

   Jake Cormier supported this idea  ·  11 May, 2024

8. Sales Invoices- Flag as 'in dispute / query'

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   submitted  ·  137 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jake Cormier supported this idea  ·  11 May, 2024

9. Invoice Reminders - Auto email Statements to customers

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   115 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

   Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

   Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

   Jake Cormier supported this idea  ·  11 May, 2024

10. Reporting - Automatic generation and emailing of reports

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    188 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

    We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

    Jake Cormier supported this idea  ·  11 May, 2024

11. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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

    Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

    As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

    We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

    That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

    In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

    • Include detail of any charges for late payments to your invoice template Payment terms & details, and
    • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
    • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
    • Explore Xero's app store to see if you can find an integration that works for your business needs
    • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

    We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

    Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

    As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

    We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

    That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

    In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

    Jake Cormier supported this idea  ·  11 May, 2024