Settings and activity
57 results found
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Bank Reconciliation - Ability to make bank rec turn green even when there's something in discuss tab
19 votesAn error occurred while saving the comment 
Shannon McMonigal
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5 votesShannon McMonigal
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14 votesShannon McMonigal
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2 votesShannon McMonigal
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5 votesShannon McMonigal
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14 votesShannon McMonigal
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431 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 Shannon McMonigal
commented
I agree with the comments here about an option for a compact view
An error occurred while saving the comment Shannon McMonigal
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I note you've made some changes already, but there is still way too much white space, I find myself having to scroll after only entering a few products. Especially annoying with the buttons at the top of the invoice too!
Shannon McMonigal
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223 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.
An error occurred while saving the comment Shannon McMonigal
commented
Agreed, especially since they've spread it out so much more, it only takes a few lines & suddenly you're constantly needing to scroll.
Shannon McMonigal
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26 votesShannon McMonigal
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4 votesShannon McMonigal
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17 votes
An error occurred while saving the comment Shannon McMonigal
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Commenting on this again as this is such an important feature for accounting software to have.
An error occurred while saving the comment Shannon McMonigal
commented
Can we get thousands separators on line totals brought into new invoicing? Screenshots attached to clarify.
Shannon McMonigal
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21 votes
Appreciate the short videos and can see what you're saying, Chris - Have you raised a case with our Xero Support team about the slowness in loading?
Actual slowness in the page loading are issues that we'd like to dig into deeper as they aren't occurring for all users so it'd be good to be able to investigate one on one with our Xero Support team who can escalate if needed. Thanks
Shannon McMonigal
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61 votes
Appreciate your feedback on how you use invoicing and the benefit you find in being able to approve and view the next invoice in sequential invoice number order. As we continue to plan further developments within this space, our product teams would like to engage you all here to get a better sense of our invoicing users for future improvements. We’d find your feedback invaluable and if you’d be interested in sharing with us, please fill in our survey here.
Shannon McMonigal
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18 votes
An error occurred while saving the comment Shannon McMonigal
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Yes, so annoying! I'm finding this new way of searching for products takes longer too. Previously, I would just type in the item code then tab across and xero had already found the product. Now if I do that and tab across, xero hasn't found the product yet so it defaults to opening the "create new" screen. So now I have to type the product code, then wait until it finds it, then I can tab across.
I'm also having a similar issue when searching for contacts - I can type the contact's entire name, but because that word is contained within another contact's email, the other contact pops up first.
Shannon McMonigal
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20 votes
Hi team, rounding back on this one again. Thanks for raising this with us, our team have confirmed they have been looking at this behaviour and are looking to make a change to default the cursor to the Contact field. I'll move to working on it and we'll keep you updated here :)
Shannon McMonigal
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41 votesShannon McMonigal
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9 votes
Hi community, thanks for sharing your feedback in the idea here. Since first raised, we have made some improvement to the Bills to pay page including the ability to quick view and edit bills on the fly from the list, a duplicates review feature and the ability to directly upload to create draft bills in your organisation.
Taking some of the more recent development into play it'd be good to hear if there are still particular aspects of this page that you feel could be improved.
An error occurred while saving the comment Shannon McMonigal
commented
The quick view screen to me is completely unusable; it takes up almost the entire screen and yet still can't fit each column since it's all so widely spaced. The amount you have to scroll if you have a few lines is ridiculous when there's still so much white space on the screen. It's similar to the issues with the new invoicing layout.
I also don't know how to edit from the quick view screen?
Viewing the attached PDF will now cause the screen to jump way up the list of bills, so you have to scroll back down to get back to the bill you're viewing the PDF for.
I think you're already aware of all the issues most users are having with the duplicate bills review and how useless that feature has been so far.Shannon McMonigal
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114 votes
An error occurred while saving the comment Shannon McMonigal
commented
Coming back to comment again as I've just received a stack of bills from a supplier who also uses Xero, who noted a PO as well as having the auto-generated invoice number on each. I WAS going to have dext auto-publish all their bills to save time, but I now have to manually go through every one just to copy the reference into the invoice number section. So time consuming for something Xero already has on their invoices!
An error occurred while saving the comment Shannon McMonigal
commented
Yeah I notice you can add a PO & Invoice number to invoices, not sure why this isn't possible for bills. Would certainly be super helpful, as currently we just have to squeeze both into the one field.
Shannon McMonigal
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18 votesShannon McMonigal
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32 votesShannon McMonigal
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This is a great idea. I also use the discuss tab and then have no way of knowing if the transaction is now able to be matched, aside from occasionally clicking on the match tab to see if anything pops up.