Settings and activity
13 results found
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2 votes
Audrey Parnham
shared this idea
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203 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.
Audrey Parnham
supported this idea
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168 votes
Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.
For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.
I'll return to let you know when we're closer to release and can share more of the changes.
Audrey Parnham
supported this idea
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214 votes
An error occurred while saving the comment An error occurred while saving the comment Audrey Parnham
commented
On the new invoicing screen - when adding payment. Can the box run horizontally as opposed to vertically then we will be able to use the tab function to move between boxes?
Also I think reference is an essential box and needs to visible here (and you don't have to click + to get it) when entering a payment, but also on the bank reconciliations screen where you have to "Add details" for that box to appear.
All we want is efficient workflow.Audrey Parnham
supported this idea
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7 votesAudrey Parnham
supported this idea
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10 votesAudrey Parnham
supported this idea
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333 votes
Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Audrey Parnham
supported this idea
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550 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.Audrey Parnham
supported this idea
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253 votes
Thank you for your on-going input and attention to the idea here, everyone.
We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.
I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.
For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.
Audrey Parnham
supported this idea
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335 votes
Hi community, thank you for all sharing with us here in product ideas. We've been taking your feedback on board seriously and there is work underway atm for the line item grid that'll improve your experience when you enter detail of your invoices.
Along with other improvements one of the changes this work will provide is the ability to add new rows to your invoice, and be able to shift these around to where you'd like them placed within your invoice.
I'll shift to working on it and round back to confirm once this is released and available to you all to make use of.
Audrey Parnham
supported this idea
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57 votes
An error occurred while saving the comment Audrey Parnham
commented
Also why doesn't it copy over departments when you add last items?
Audrey Parnham
supported this idea
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150 votesAudrey Parnham
supported this idea
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An error occurred while saving the comment Audrey Parnham
commented
Moving from page to page arrows and page numbers are at the bottom of the screen.. It would be great if they were at the top of the analysis as well or instead.
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6 votes
Appreciate familiarity to the way your clients may have worked with another system.
As noted in the initial idea while there's specifically a report for uncoded statement lines, the Bank Reconciliation report will provide a list of all statement lines (coded and uncoded) - Is there something missing within this report that you're looking for in this?
@Wayne, livestock trading is quite different to what's being asked for in this thread - you can join the idea for this across here.
An error occurred while saving the comment Audrey Parnham
commented
"Found" the uncoded statement line report on a Xero webinar last week. The option appears on the bank account screen and in reports. It would be really good for such a useful report for the button to also appear on the individual bank account screens.
In the new version of invoicing, you click on add payment and then cursor is in date box and you have to use the mouse to select the date, you can then tab to the bank account, but you can't type say RBS and the bank is selected you have to use the mouse to select the bank and then you can tab and type in the amount and then you can't tab to the reference box, you have to use the mouse to open the option.
We are all basically data processors and use key strokes to input data as quickly as possible.
That is so much quicker with left hand using the tab key and the right putting in the required data.
I have read your comments and tried them out and see that the enter function does open some of the boxes, but I am still having to use the mouse to select most of the data.
I am a bookkeeper and therefore I am not usually posting a transaction that happened in the last few days, more likely in the last quarter and I can no longer type say 07/11/23, but instead have to click back through several months to get to the date I want.
In the classic version, I just used the mouse to press add payment, all the rest of the data was added using the tab on the left hand and typing with the right.