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6 results found
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431 votes
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.
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Simon Tarling
supported this idea
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852 votes
Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.
I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.
While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.
An error occurred while saving the comment Simon Tarling
commented
The new Invoicing has a poor User Interface (UI). The form takes too much space, requires too many clicks and mouse mileage is higher than on the Classic form.
I suggest you extend the period users can continue to use the Classic (and superior) form whilst you correct the mistakes. In a perfect world you would allow users to keep both, but if you cannot do this, at least allow us another year.
More over, Xero needs to improve it's functional QA and these types of mistakes should never go live.
There are other examples in the New Xero approach which display the same failings.
Simon Tarling
supported this idea
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223 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Simon Tarling
supported this idea
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307 votes
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.
Simon Tarling
supported this idea
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394 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Simon Tarling
supported this idea
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707 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.
Simon Tarling
supported this idea
·
The new Invoicing has a poor User Interface (UI). The form takes too much space, requires too many clicks and mouse mileage is higher than on the Classic form.
I suggest you extend the period users can continue to use the Classic (and superior) form whilst you correct the mistakes. In a perfect world you would allow users to keep both, but if you cannot do this, at least allow us another year.
More over, Xero needs to improve it's functional QA and these types of mistakes should never go live.
There are other examples in the New Xero approach which display the same failings.