Settings and activity
6 results found
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255 votes
Thanks 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…
Jacqui Rood | Girl Friday Ltd
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212 votes
Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here.
Jacqui Rood | Girl Friday Ltd
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1,019 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Jacqui Rood | Girl Friday Ltd
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429 votes
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.An error occurred while saving the comment Jacqui Rood | Girl Friday Ltd
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391 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.
An error occurred while saving the comment Jacqui Rood | Girl Friday Ltd
commented
I have decided to trial your new invoicing for the 2nd time since Xero is now forcing us to... as you'll be removing classic invoicing at the end of the year... our whole team have trialled the new invoicing and we have all aborted as we do not like it and it SLOWS US DOWN! It certainly is NOT faster. When I review invoices, we have multiple documents attached to the invoice. I open all these to reconcile the invoice that has been drafted, before I can approve and send. The new invoicing system, opens each document up in a new tab. Classic invoicing has the pop up window and I can just click next for each view. Now I have to toggle between multiple tabs and work on two screens. It is slow and is adding at least 5min to each approval and we have LOADS of invoices. Your new system also does not keep track of who we emailed the invoice to. We have multiple departments per client and we like to refer to the prior invoice to see who we have emailed the invoice to. That log has not disappeared in history and notes. You have also removed the expected date button in history and notes as we add in another date before exiting out of the invoice. Now we have to go to awaiting approval and search for the invoice to add the date. This adds TIME. And there are a few clients that we have to manually send the invoice to, as their inboxes will not accept invoices sent from Xero due to security reasons. With the old system, we could mark the invoice as sent to show that we have sent it. The new system just reflects as not sent. Now we have to go into the invoice and manually check a box. I fear November as this system is CLUNKY. It's not streamlined.
Jacqui Rood | Girl Friday Ltd
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654 votesJacqui Rood | Girl Friday Ltd
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In classic invoicing if you want to delete a line, it's one click. Now it's two clicks. If there are 25 lines... that increases to 50 clicks!!!!!