Settings and activity
4 results found
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407 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
An error occurred while saving the comment Spencer Clarke supported this idea ·
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101 votes
Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.
We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks
Spencer Clarke supported this idea ·
An error occurred while saving the comment Spencer Clarke commented
Why oh why has Xero not ensured that New Invoicing includes all the functionality of Classic?
The numbering system auto-saves before I can renumber (we use two numbering systems - one for online automated sales and one for offline Xero sequential numbering).
New Invoicing then skips sequential numbering when we add an online invoice (for which its sequential numbering system starts with 999).
As it stands, I am concerned that Xero has made us uncompliant in the UK with HMRC sequential numbering rules - and that this could lead to financial penalties. Thank you Xero. You've managed to create a problem when there wasn't one before...
Oh - and another thing - your survey does not allow for multiple answers to explain how and when we invoice. So even that has been poorly thought-out.
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449 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment Spencer Clarke commented
Please ensure the following is transferred to New Invoicing - it is essential:
Make manual tax adjustments from the invoice subtotalAn error occurred while saving the comment Spencer Clarke commented
Please do not insist on a 24-hour switchback - it's annoying. Also, I'd like to see Classic Invoicing remain a choice. If you did this - your clients would vote with their feet!
Spencer Clarke supported this idea ·
An error occurred while saving the comment Spencer Clarke commented
New Invoicing for us is very slow (takes x2 as long for our monthly invoicing), doesn't automatically send invoices via the Xero network (so clients now have to manually create our invoices as bills) - and there are countless other features which are WORSE than the current 'Classic' invoicing, which have been listed by users on their support page. Please Xero, listen to customers and cancel/postpone the changes.
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102 votes
Hi everyone, we wanted to return and give you an update here. As mentioned in our last post - we want to be forth right that we don't have any plans to remove 'Powered by Xero' from emails sent from Xero, with intentional purpose and based on findings from interactions we can see having true benefit to customers in getting paid faster.
That said, we appreciate the feedback we've received and have made changes since this was initially raised to reduce the size of the footer where this is shown and have removed the hyperlink to xero.com. We will continue to develop the invoice email to continue to drive improvements for our customers and the ways you receive payments.
An error occurred while saving the comment Spencer Clarke commented
Xero - please remove your logo from my email communications ASAP - or I will switch to an alternative product.
Spencer Clarke supported this idea ·
Adopting default settings when copying an invoice (e.g. payment terms/due date) WAS working for us when using Classic (I used it every month) and is now available on New Invoicing - so thank you. This should have been available right from the start...