Settings and activity
42 results found
-
782 votes
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
An error occurred while saving the comment 
Claire Annals
supported this idea
·
-
396 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
commented
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.
Claire Annals
supported this idea
·
-
291 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
·
-
126 votesClaire Annals
supported this idea
·
-
286 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
·
-
48 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
·
-
23 votesClaire Annals
supported this idea
·
-
17 votesClaire Annals
supported this idea
·
-
23 votesClaire Annals
supported this idea
·
-
247 votesClaire Annals
supported this idea
·
-
58 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
·
-
29 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
·
-
14 votesClaire Annals
supported this idea
·
-
44 votesClaire Annals
supported this idea
·
-
5 votesClaire Annals
supported this idea
·
-
15 votesClaire Annals
supported this idea
·
-
320 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
·
-
55 votes
Appreciate your feedback, everyone. Currently our team are doing some work on improving the line item grid (where you enter details of your invoice) this also involves providing the ability to view the full account name both when editing and viewing the invoice. For now we'll shift this idea to working on it and I'll share more news when this goes live. Thanks
Claire Annals
supported this idea
·
-
37 votesClaire Annals
supported this idea
·
-
218 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Claire Annals
supported this idea
·
I tried it again after the email this week. It still doesn’t work for me as I still have to click on several drop down lists to do what I used to be able to just tab through, I still can’t just type the date - you have to select from a drop down calendar - but I’m glad it no longer assumes every invoice is dated ‘today’. Entering a payment in an invoice takes several seconds longer. Multiply that by the amount of payments I deal with each week and new invoicing still adds unnecessary hours to my workload compared to using the old version, I can’t justify passing that cost for my time on to my clients when the workload has increased, just xero is forcing us to use a slower process from March.