Settings and activity
14 results found
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47 votes
Rochelle Dalziel
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22 votes
An error occurred while saving the comment Rochelle Dalziel
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78 votesRochelle Dalziel
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741 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
An error occurred while saving the comment Rochelle Dalziel
commented
That sounds pretty positive Kelly, thanks for the update. Could you please also confirm whether there will be any changes/updates to the history/notes section, so it is clearer for all users regarding when and to whom an invoice has been emailed?
I realise that there is a work-around for this (which I successfully used this morning), however having to resort to using a work-around for something that worked perfectly previously is a big step backwards, that shouldn't need to happen. I've attached an example of the history/notes work-around.^ Effectively, for the email address to show, the user now has to uncheck the "Sent" checkbox, and enter the address of the recipient (as it may have changed) before clicking send. Doing this means that the recipient's address appears in the history. If this is not done, the history only says that the invoice has been "updated".
I look forward to hearing that this issue has been resolved.
Rochelle Dalziel
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5 votes
Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.
Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.
To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.
We understand…
Rochelle Dalziel
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41 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?
Rochelle Dalziel
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6 votesRochelle Dalziel
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194 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 Rochelle Dalziel
commented
A correct audit trail is a non-negotiable when it comes to customer service and financial history. This is absolutely critical and should not be messed with at all.
Rochelle Dalziel
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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.
Rochelle Dalziel
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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.
Rochelle Dalziel
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190 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.
Rochelle Dalziel
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194 votes
Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.
For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.
I'll return to let you know when we're closer to release and can share more of the changes.
Rochelle Dalziel
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47 votesRochelle Dalziel
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35 votesRochelle Dalziel
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Adding my support for this product "idea", which used to be available but appears to have been discounted in favour of using the Reports functions. I don't want to run a report on a list of transactions in our credit card account, I want to search for transactions using a specific reference as noted in the Reference field that I populate when I reconcile these transactions.
I find it really useful to be able to click on these transactions to edit or view them in full, from the bank transactions screen. I really don't want to resort to using Reports and going back and forth between screens and functions to do what I need to do. It's frustrating and time consuming.
Please reinstate searching by reference.