Settings and activity
4 results found
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27 votes
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Rachel Erickson
supported this idea
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620 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.
Rachel Erickson
supported this idea
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353 votes
An error occurred while saving the comment Rachel Erickson
commented
Critical system to have linked to client account, if it is a "cc me " on the email it is significant additional administration to download the email and add to the clients file in xero or alternately try and maintain filing within standard mail system for every client.
Rachel Erickson
supported this idea
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7 votes
Understand the restriction on the current limits and appreciate your detail in how this'd help you, Kira. Is there an ideal # that'd fit for your business?
This isn't something we have immediate plans for atm but good to know when sharing your feedback with product.
For the time being, you'll need to apply a base template and can adjust as needed when sending individual items from Xero.
Rachel Erickson
supported this idea
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An error occurred while saving the comment Rachel Erickson
commented
I also have numerous clients who would need approx 20 templates to function, based on different invoice branding, if they have 3 brands under the same xero file, they only get 3 templates each, time consuming work around is to go to drive and copy the template needed if we cant fit in xero due to the limitation!
PLEASE ADD MORE PRETTY PLEASE !
New invoicing release,
Currently we use the "Expected Date" for Invoices awaiting payment as a "To do" list for our accounts receivable team, i.e in the process of their day they open the invoice, they contact or attempt contact with customer they "Add note" then write in the relevant details from the contact made with customer, then change the "expected date" to the next date they are expected to follow up or an agreed date with customer for an action to be taken.
From what I can see of the new invoicing this will not be able to be done from within the edit invoice? Instead staff will need to write the "note" then save, then exit to "Invoices" "Awaiting payment" and find the invoice and change the expected date from this screen ? This seems like a big step backwards, and more time consuming.
Xero has responded to the case I created with the only way in new invoicing to change "Expected date" is from the "Awaiting payment" screen, they are removing this feature from within the invoice screen.
Based on an accounts receivable team of 3 touching over 150 invoices each per day, this is adding an additional 10-12 seconds per invoice (this is if the pages load at their fastest also), based on this scenario the additional time cost is 7.5 hours per week..... for a feature that already exists to be removed.