Settings and activity
17 results found
-
5 votes
Yana Kalugina
supported this idea
·
An error occurred while saving the comment -
1 voteYana Kalugina
shared this idea
·
-
13 votesYana Kalugina
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.
Yana Kalugina
supported this idea
·
-
2 votesYana Kalugina
shared this idea
·
-
2 votes
An error occurred while saving the comment Yana Kalugina
commented
I believe that you can use a filter at the top to only show pending approval timesheets, and then you can select all by ticking the box just above the other tick boxes.
However, I agree that the tick boxes in timesheets are too small and it is very easy to accidentally click into the timesheet instead of ticking it. Perhaps the tickboxes can bigger and positioned be next to the timesheet line, instead of in it?Yana Kalugina
supported this idea
·
-
8 votes
An error occurred while saving the comment Yana Kalugina
commented
Agreed. We have taken on new clients, whose payroll records are a mess, but we are not engaged to fix up any previous mistakes. There are about 8 years worth of timesheets that weren't used in payruns (owner used to create an unshceduled payrun every week and manually put in the hours from the submitted timesheet!). Would be great if we could clear them out or mark as Processed, so that they don't appear for us every week when we process current payroll
Yana Kalugina
supported this idea
·
-
49 votesYana Kalugina
supported this idea
·
-
115 votes
Hey folks, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding timesheet reminders ⏰
We understand that the ability to easily remind employees to fill out timesheets would make things easier and save you time.
Our product team is currently investigating potential solutions for this but at this early stage there are no specific time frames available. We’ll be sure to let you know if there’s any change, though!Yana Kalugina
supported this idea
·
-
330 votesYana Kalugina
supported this idea
·
-
291 votesYana Kalugina
supported this idea
·
-
370 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Yana Kalugina
supported this idea
·
-
440 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Yana Kalugina
supported this idea
·
-
New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
-
241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
445 votesThanks 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…Yana Kalugina
supported this idea
·
-
-
662 votes
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.
Yana Kalugina
supported this idea
·
-
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…
Yana Kalugina
supported this idea
·
-
6 votesYana Kalugina
shared this idea
·
When reconciling bank feed transactions, can we please have a drop down at the top of the page (maybe next to the new search and filters), where we can choose how many items are shown per page? For example, 10 / 25 / 50 / 100 items per page?