Settings and activity
11 results found
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1 vote
Selwyn Cook
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136 votes
Hi everyone, we appreciate the importance of being able to view and understand where billable expenses have and haven't been assigned. While we have keen eyes on the idea here, with other big pieces of work on the go we want to be open that this is not in the roadmap atm.
We want you to know we're taking on board all your feedback here, and will continue to stay across this, and keep you updated of any news or progress that'll improve visibility for your needs here.Selwyn Cook
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1 voteSelwyn Cook
shared this idea
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1 voteSelwyn Cook
shared this idea
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1 voteSelwyn Cook
shared this idea
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17 votes
An error occurred while saving the comment Selwyn Cook
supported this idea
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309 votes
An error occurred while saving the comment Selwyn Cook
commented
Or at least a cancel option in case you make an error on the invoice and need to go back into it to correct it. Autosave has no ability to cancel a stuff up.
Selwyn Cook
supported this idea
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741 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…
Selwyn Cook
supported this idea
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4 votesSelwyn Cook
supported this idea
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116 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Selwyn Cook
supported this idea
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An error occurred while saving the comment Selwyn Cook
commented
Yes a search function that gives a in-depth search, of descriptions of line items.
When I note a serial number or have sold a item and need to track when it was sold for a warranty claim, rather than having to search through several invoices over a 1 or 2 year period then find that item for warranty is a very long process.
Should be basic functionality. -
3 votes
Hi team, while not a solve for an updated 'look' of the dashboard we wanted to make sure everyone on this idea was aware of some of the shortcuts that can help you get around and create transactions from many screens.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features such as bank accounts, the files library or reports. See more on these in our help article here.
An error occurred while saving the comment Selwyn Cook
commented
How about having the ability to get fast access to some functions.
Example , on the billing page, where the New Bill Dropdown is, how about a new Credit Note Button, and the same appropriate on the Invoices page.
Also these would be great if they were available on the Dashboard.
Really so you don't have to go through 3-4 paged to get to a new credit note etc...Selwyn Cook
supported this idea
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Yes, This option would be good, when you have a list of items on the billable expenses page from multiple bills for a customer that you have already invoiced,
Would be nice to have a Unassign button next to the customer.