Settings and activity

9 results found

1. Sales Invoice - Revert Approved invoice to Draft

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

   
   

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   Smart Accounting HB Ltd commented  ·  08 April, 2024  ·  Edit…  ·  delete…

   It would be a very helpful option. Agree.

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   Smart Accounting HB Ltd commented  ·  04 April, 2024  ·  Edit…  ·  delete…

   Invoicing: please do not retire the current invoicing option. Also adding the button to be able to reverse the invoice to DRAFTS would be quite helpful. Other than that, the current invoicing features are working well and very user friendly as apposite to the new invoicing.

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   Smart Accounting HB Ltd supported this idea  ·  04 April, 2024

2. New Invoicing - Use item sales price when copying from Sales invoice

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Smart Accounting HB Ltd shared this idea  ·  04 April, 2024

3. New Invoicing - Typeable dates in Date fields

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   submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Smart Accounting HB Ltd supported this idea  ·  04 April, 2024

4. New Invoicing - Reset to Default Due Date option

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   submitted  ·  9 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Smart Accounting HB Ltd supported this idea  ·  04 April, 2024

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

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   submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Smart Accounting HB Ltd supported this idea  ·  04 April, 2024

6. New Invoicing - Add Payment details on invoice screen

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   submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Smart Accounting HB Ltd supported this idea  ·  04 April, 2024

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

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   141 votes

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   submitted  ·  18 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Smart Accounting HB Ltd supported this idea  ·  04 April, 2024

8. New Invoicing - Reduce number of steps and clicks

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

   Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
   Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
   
   Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

   There are really important reasons why we must go forward with sunsetting classic invoicing and investing in the newer version if we want a product that will continue to serve your needs in the future as classic has too many technological limitations. The leadership from our board, through our c-suite and regional leadership teams know this is the only path forward to give you the features you’ve been asking for. We shared more on this in this blog. 

   
   Since my last post there are other changes that have been made to enhance new invoicing, including;

   • the ability to attach a file from the files library, 
   • being able to view files in a side by side view so you no longer have to click across to another tab, 
   • automatically opening a new tab to take you to areas to add a new account, tracking category or tax rate, and 
   • being given the option to mark an invoice as sent when printing. 

   All of which help reduce the number of clicks that you’d have to make for these actions.

   We are continuing to explore more ways to reduce the clicks and steps required for other actions in new invoicing and will keep updating you on these here. You can keep up to date with ongoing updates and changes to new invoicing on this Xero Central hub.

   Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
   Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
   
   Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

   There are really important reasons why we must go forward with sunsetting classic invoicing… more

   Smart Accounting HB Ltd supported this idea  ·  04 April, 2024

9. NZ Payroll - 63 day holiday report

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   1 comment  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate you starting an idea, Paula. It really helps if we can share detail of how or when this idea would help your business. 

   
   

   Come back to let us know 🙂

   Smart Accounting HB Ltd supported this idea  ·  29 February, 2024