Settings and activity
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63 votes
Audrey Parnham
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62 votesAudrey Parnham
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1 vote
Hi Audrey, appreciate your feedback however I do want to confirm that in it's current form you are able to tab between the fields of the Payment window. If you'd like to enter something in a field press enter and this will open the selection, then tab to get to the next option. This includes reference - once highlighted press enter and this'll open the reference field for you to enter detail
An error occurred while saving the comment Audrey Parnham
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4 votesAudrey Parnham
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10 votesAudrey Parnham
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19 votesAudrey Parnham
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14 votes
Hi community, thanks for your engagement through the idea here. This is something we're looking to build into new invoicing. Atm, the team are a little busy with other pieces of work to improve the experience. I'll round back in to keep you updated of any progress toward overpayments in new invoicing with you all here.
Audrey Parnham
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158 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
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229 votes
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
Audrey Parnham
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246 votes
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…
Audrey Parnham
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154 votes
Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here.
Audrey Parnham
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150 votesAudrey Parnham
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52 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
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144 votesAudrey Parnham
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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.