Settings and activity
6 results found
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73 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
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Samantha Klimecki
supported this idea
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279 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.
An error occurred while saving the comment Samantha Klimecki
commented
I agree. I don't mind having to change the default on my first invoice upon logging in each day, but it would be nice if my selection could be remembered.
Samantha Klimecki
supported this idea
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354 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.
An error occurred while saving the comment Samantha Klimecki
commented
I like the way I can finish the first line and it automatically adds a new line for the next item.
But that is just the way I invoice - I can see how it would be annoying for others .
Why can't we have both features? -
216 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
Samantha Klimecki
supported this idea
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177 votesSamantha Klimecki
supported this idea
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315 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
Samantha Klimecki
supported this idea
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In Classic invoicing, tabbing in to the date field defaulted to today's date but it was highlighted allowing immediate overwriting.
Now I have to change to mouse to "Pick another date" or mess around with tab and shift+tab to be able to enter another date.
Can we highlight for immediate overwritiing please?