Settings and activity
9 results found
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18 votes
Hi team, rounding back on this one again. Thanks for raising this with us, our team have confirmed they have been looking at this behaviour and are looking to make a change to default the cursor to the Contact field. I'll move to working on it and we'll keep you updated here :)
An error occurred while saving the comment -
14 votes
Ross Persson
supported this idea
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268 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
An error occurred while saving the comment Ross Persson
commented
The History and Notes are a mess.
When creating an invoice we end up with about 20 lines of invoice 'updated' in the history & notes. I think it's because of the auto-save, so it thinks that you are updating the invoice instead of just creating the original invoice.Ross Persson
supported this idea
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377 votes
An error occurred while saving the comment Ross Persson
commented
Now that we have been forced to use the "new invoicing" and this issue is now over a year old, what is Xero's response?
Does Xero have any comment on this issue, or do you not care?
Ross Persson
supported this idea
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851 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 Ross Persson
commented
I have to do about 25 unnecessary mouse movements per invoice.
The first two are moving the cursor to the "contacts box" and clicking; this should be the default position for the mouse when you open a new invoice, I should be able to simply start typing. There are so many basic issues with this, it is obvious that those who have been at the forefront of designing this "new improved invoicing" have never processed invoices as a job before, it's a complete mess.
Ross Persson
supported this idea
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6 votes
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
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12 votesRoss Persson
supported this idea
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An error occurred while saving the comment Ross Persson
commented
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: -
31 votesRoss Persson
supported this idea
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705 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.
Ross Persson
supported this idea
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I created a help ticket for this problem. It seems that their Auto-save feature is causing them problems, which is very frustrating because the auto- save feature is causing a lot of users problems too. Below is the reply I got:
Hi Ross
Thank you for giving access to your organisation.
We understand if the cursor starts with the contact name that would be convenient. In the new invoicing, the cursor doesn't start with the contact name because once you enter the contact name, the invoice will be automatically saved as a draft.
If the other information, such as description, price, quantity have been entered but the contact name hasn't been selected yet, in this case, if users cancel out this page or exit it, this invoice will not be recorded as a draft.
We can see this is a request that's already been raised with us and our Product Team is working on it according to the idea status. Our community manager has also commented in the post. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.