Settings and activity
20 results found
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590 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
Melissa Fowler
supported this idea
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397 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Melissa Fowler
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5 votesMelissa Fowler
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4 votesMelissa Fowler
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3 votesMelissa Fowler
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4 votesMelissa Fowler
supported this idea
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49 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
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419 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
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7 votes
Thanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.
With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.
We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.
An error occurred while saving the comment Melissa Fowler
commented
When clicking on a customers name within an invoice it now forces a new tab to open to view the customers file. This means you now have multiple tabs being continually opened and forces you to keep closing tabs which is just another useless step added to our workflow
Melissa Fowler
supported this idea
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53 votesMelissa Fowler
shared this idea
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295 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
When re-sending an invoice it now doesn't show that you simply emailed the invoice again, instead it shows that you have 'updated' the invoice which isn't the case at all. Not helpful when reviewing the invoice history during AR processes.
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
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38 votes
It’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
An error occurred while saving the comment Melissa Fowler
commented
Yes, this is so annoying!
Melissa Fowler
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52 votesMelissa Fowler
supported this idea
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225 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Melissa Fowler
supported this idea
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1,131 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Melissa Fowler
supported this idea
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402 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Melissa Fowler
supported this idea
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724 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.
Melissa Fowler
supported this idea
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338 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
Melissa Fowler
supported this idea
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291 votesMelissa Fowler
supported this idea
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23 votes
Thanks for continuing to share your feedback on new invoicing and your needs in increasing the description field. As mentioned in my last update, currently each line of your invoice can contain up to 4,000 characters within the 'Description' field.
Though we don’t have immediate plans for extending this, our product teams have started some more research to get a deepened sense of our invoicing users for future improvements. If you'd like to share further feedback we'd love to hear from you, through our survey here.
An error occurred while saving the comment Melissa Fowler
commented
We also need a much larger character limit due to our invoicing needs. This means larger invoices will need to be split across multiple invoices which is a huge step backwards in functionality. Why was it limited to 4000 characters anyway?
Melissa Fowler
supported this idea
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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.