Settings and activity
62 results found
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3 votes
Cathy Purcell
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56 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
Cathy Purcell
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67 votesCathy Purcell
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3 votesCathy Purcell
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36 votesCathy Purcell
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350 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.
Cathy Purcell
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11 votes
Hi team, appreciate the feedback we've received on this, here. While I've made sure to share the needs back with our team, I also wanted to highlight how you can make sure you keep a copy of your file in your library for now.
If you shift files to a folder when you upload them to Xero, they will remain in the folder once you add them to a new invoice. So, this way you have it both attached to the invoice and available in the files library.
Cathy Purcell
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338 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
Cathy Purcell
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11 votesCathy Purcell
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8 votesCathy Purcell
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4 votes
Hi Michael, we have an idea for Xero to Xero in new invoicing and want to be open that this isn't something we'll be building into new invoicing however there is still a way to use this feature. You can have a read of my full post on the idea.
In relation to your second idea around auto attaching the PDF of an invoice when it's created as a bill in the recipients organisation. I'll slightly amend your idea for this here and we can get a sense of the appetite for this.
Cathy Purcell
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25 votes
Hi Shawn, to make sure we understand the idea here - would you like this field to be visible to the contact. Say when a certain branding theme is applied? Or just an internal to view when creating invoices in Xero? Thanks
Cathy Purcell
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49 votes
Thanks for letting us know how useful this feature is to you when creating invoices for your customers in Xero. We have some improvements the team are focusing on within the contact card to provide our customers more efficiency, which includes the ability to search to add an address for a Contact.
For the time being we'll change this to working on it, and I'll keep you up to date with any progress for this, here.
Cathy Purcell
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17 votesCathy Purcell
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6 votesCathy Purcell
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10 votesCathy Purcell
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16 votes
Hi everyone, thanks for sharing your feedback and what would help you in the new invoicing experience. Currently our team are looking at possible keyboard shortcuts for drop down fields within new invoicing that'd enable you to more efficiently choose the action that was most suitable for you. As this firms up and we can give more detail of what this looks like I'll keep you updated, here.
Cathy Purcell
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23 votesCathy Purcell
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78 votesCathy Purcell
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376 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 Cathy Purcell
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I hate looking at it!!! Won't use it until the last minute!!