Settings and activity
30 results found
-
4 votes
Appreciate the screenshots and detail in your idea. While we've released an updated line item grid when viewing a saved/approved invoice in new invoicing, this is still being worked on for the edit page. We know being able to see the full Tracking option and Account name is important to our customers and this is something that we're working on and will be coming soon. I'll keep you in the loop of when this goes live.
Melissa Fowler
supported this idea
·
-
11 votesMelissa Fowler
supported this idea
·
-
259 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
Melissa Fowler
supported this idea
·
-
5 votesMelissa Fowler
supported this idea
·
-
3 votesMelissa Fowler
supported this idea
·
-
3 votesMelissa Fowler
supported this idea
·
-
2 votesMelissa Fowler
supported this idea
·
-
26 votes
Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?
An error occurred while saving the comment Melissa Fowler
supported this idea
·
-
208 votes
An error occurred while saving the comment Melissa Fowler
commented
Keep the possibility to revert changes (no autosave triggered all the time). For those of us who work heavily on complex and lengthy invoices, please allow us the ability to turn off auto-saving as this is going to cause huge issues when you don't want to save the changes made.
Melissa Fowler
supported this idea
·
-
2 votesMelissa Fowler
shared this idea
·
-
330 votes
Hi community, thank you for all sharing with us here in product ideas. We've been taking your feedback on board seriously and there is work underway atm for the line item grid that'll improve your experience when you enter detail of your invoices.
Along with other improvements one of the changes this work will provide is the ability to add new rows to your invoice, and be able to shift these around to where you'd like them placed within your invoice.
I'll shift to working on it and round back to confirm once this is released and available to you all to make use of.
Melissa Fowler
supported this idea
·
An error occurred while saving the comment Melissa Fowler
commented
Cannot add multiple, new empty lines within new invoice, we used to be able to add 5 or 10 new/empty lines. New lines now have to be added one at a time in new invoicing and you can't add subsequent new lines without adding text into each line which slows down adding multiple items. (add a new line button to be reintroduced)
-
6 votesMelissa Fowler
shared this idea
·
-
6 votesMelissa Fowler
shared this idea
·
-
2 votesMelissa Fowler
shared this idea
·
-
32 votes
An error occurred while saving the comment Melissa Fowler
commented
Yes, this is so annoying!
Melissa Fowler
supported this idea
·
-
86 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
An error occurred while saving the comment Melissa Fowler
commented
Please fix this Xero, this impacts our ability to track changes vs re-sends!
Melissa Fowler
supported this idea
·
-
39 votesMelissa Fowler
supported this idea
·
-
164 votes
Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.
For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.
I'll return to let you know when we're closer to release and can share more of the changes.
An error occurred while saving the comment Melissa Fowler
commented
Yes, please fix this!
Melissa Fowler
supported this idea
·
-
67 votes
Hi team, we appreciate all the feedback we've had from customers on how you enter dates when creating invoices in Xero. Our teams are considering improvements to the date picker, taking all feedback about this field on board. For now we'll move the idea to Under review and I'll be back to share when we can share more detail of what this will entail. Thanks
Melissa Fowler
supported this idea
·
-
305 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 Melissa Fowler
commented
Looking at new invoicing makes my eyes hurt! So much white space that is very ******* the eyes. Obviously bookkeepers don't spend hours staring at this screen *sarcasm*. I also hate having to scroll right to view all fields, such a horrible 'improvement' to classic invoicing.
Melissa Fowler
supported this idea
·
I have tried today to email a June 2024 invoice reminder to a customer - obviously Xero thinks I'm trying to revise it within a locked period when all I'm doing is re-sending it. Refreshing the invoice shows the invoice was not sent due to this perceived error, this is a huge issue for small businesses simply trying to chase an outstanding invoice payment.