Settings and activity
51 results found
-
369 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
An error occurred while saving the comment 
Claire Annals
supported this idea
·
-
270 votes
An error occurred while saving the comment Claire Annals
commented
the pop up box and having top open a calender pop up to select the date instead of just tabbing and typing are slowing my processes down. I have 100s of payments to add which takes several hours normally and this new style has doubled the time it takes. Not cost effective to me or my clients!
An error occurred while saving the comment Claire Annals
commented
I'm a bookkeeper and this is crucial to some of my clients who have customers who pay their bills in several instalments from different sources. Using the new style it took three times the amount of time that it takes in classic invoicing which not only impinges on my time but on my client's budget paying for my time - what used to take me 3 hours a week would potentially now take 9 hours with the new invoicing layout - which means it can't be done in one day and this will affect my time in his office around other staff and my other clients as I need to 'find' more time to complete his work just because the system is slower.
Claire Annals
supported this idea
·
-
23 votes
Quick return from me here, Lita. I can confirm our team are working on enabling more keyboard shortcuts for the date field in new invoicing which includes the ability to enter +0 in the Due date to copy the Issue date of the invoice.
We'll move this over to working on it and I'll confirm once it's live so you can use it 😊
Claire Annals
supported this idea
·
-
108 votesClaire Annals
supported this idea
·
-
256 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.
Claire Annals
supported this idea
·
-
46 votes
Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
Claire Annals
supported this idea
·
-
11 votes
Hi team, appreciate the feedback we've received on this, here. While I've made sure to share the needs back with our team, I also wanted to highlight how you can make sure you keep a copy of your file in your library for now.
If you shift files to a folder when you upload them to Xero, they will remain in the folder once you add them to a new invoice. So, this way you have it both attached to the invoice and available in the files library.
Claire Annals
supported this idea
·
-
49 votes
Thanks for letting us know how useful this feature is to you when creating invoices for your customers in Xero. We have some improvements the team are focusing on within the contact card to provide our customers more efficiency, which includes the ability to search to add an address for a Contact.
For the time being we'll change this to working on it, and I'll keep you up to date with any progress for this, here.
Claire Annals
supported this idea
·
-
17 votesClaire Annals
supported this idea
·
-
23 votesClaire Annals
supported this idea
·
-
218 votesClaire Annals
supported this idea
·
-
54 votes
Hi team, thank you for all your feedback. We're in the process of developing the edit view of the line item grid within new invoicing and will be incorporating the ability to manually add a row and the ability to move blank rows within the invoice. Once released blank lines will be able to be saved within the invoice so you can separate lines or groups of lines as you need. I'll keep you updated on when this goes live.
Claire Annals
supported this idea
·
-
23 votes
Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.
Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.
Claire Annals
supported this idea
·
-
712 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
Claire Annals
supported this idea
·
-
9 votesClaire Annals
supported this idea
·
-
40 votesClaire Annals
supported this idea
·
-
4 votesClaire Annals
supported this idea
·
-
13 votesClaire Annals
supported this idea
·
-
19 votesClaire Annals
supported this idea
·
-
313 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Claire Annals
supported this idea
·
The new invoicing layout seems to be designed for widescreen monitors and those of us working on laptops (for example, self-employed bookkeepers, small businesses etc.) have to do a lot of scrolling to enter details into the invoice and can't see the whole thing at once. This is very frustrating and time-consuming for us and our clients. Please make the layout more accessible for laptop users.