Settings and activity

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1. New Invoicing - Reduce lag in items column and change pop up message location

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

   Appreciate your feedback here, we're currently working on some updates to the line item grid where you enter the detail of your invoices and the 'Item' field is located. Part of the work the team are doing in this space should also address issues you've noted in the loading of items when you're invoicing.

   We'll keep you updated of this change here.

   Ross Persson supported this idea  ·  17 August, 2024

2. New Invoicing - add "Hide invoice summary in email" option

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   submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Ross Persson supported this idea  ·  17 August, 2024
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   Ross Persson commented  ·  17 August, 2024  ·  Edit…  ·  delete…

   The problem seems to be that they think they have fixed the issue but they have only partly fixed it. You can go into your email settings and uncheck "Include action to online invoice and detail summary".

   Now what happens is, if you sent the email from an open invoice "approve and email" it sends the email 'new invoice settings'. If you go to the list of invoices and check the boxes of the invoices you want to email, it sends the email like the Classic Invoicing.
   I have attached the same invoice emailed each of these ways:

   Save Submitting...

3. New Invoicing - Reduce number of steps and clicks

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   264 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

   Ross Persson supported this idea  ·  02 August, 2024

4. New invoicing - Option to leave date field blank like classic invoicing

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   submitted  ·  10 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Ross Persson supported this idea  ·  02 August, 2024

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

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   133 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. 

   Ross Persson supported this idea  ·  02 August, 2024