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6 results found

  1. New Invoicing | Files - Drag & drop anywhere on the page

    305 votes

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    75 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.

    Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.

    This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.

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    Tarah Toohey commented  · 

    This is driving me insane! So inefficient, especially when it used to work so well.

    Tarah Toohey supported this idea  · 

  2. Xero Sign - Send copy to self

    65 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Tarah Toohey supported this idea  · 

  3. New Invoicing - Approve and view next in sequential order

    41 votes

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    17 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tarah Toohey supported this idea  · 

  4. New Invoicing - Option to switch Autosave off

    221 votes

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    submitted  ·  56 comments  ·  For small businesses » Business features  ·  Admin →
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    Tarah Toohey supported this idea  · 

  5. New Invoicing - Make the History & Notes the same as in Classic Invoicing

    501 votes

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    100 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Tarah Toohey supported this idea  · 

  6. New Invoicing - Reduce number of steps and clicks

    572 votes

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    206 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Tarah Toohey supported this idea  ·