Settings and activity
24 results found
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13 votes
Richard Bergen
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7 votes
An error occurred while saving the comment Richard Bergen
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With Auto save, there is no way to correct a mistake. Xero needs to have a GO BACK option, so that mistakes can be corrected without having to redo the entire invoice.
Richard Bergen
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5 votesRichard Bergen
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24 votesRichard Bergen
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458 votesRichard Bergen
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25 votesRichard Bergen
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535 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Richard Bergen
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270 votesRichard Bergen
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343 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 Richard Bergen
commented
Simply have an Approve button, and a separate Approve and Email button. There are many Xero users, and we are NOT "One size fits all"
The flexibility to adjust the accounting software to our individual business is needed.Richard Bergen
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2 votes
An error occurred while saving the comment Richard Bergen
commented
I need the ability to copy and paste a portion (2 or 3 Line items and descriptions) of a previous invoice into an newer existing draft invoice. Line item descriptions are not always the same with every invoice, so just saving it as a description wont work.
Richard Bergen
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3 votes
Sorry to hear you don't like this feature, Richard. We've heard from others that this helps them get a better picture of what their invoices will look like when sending to a customer and enables them to make changes on the fly without having to preview or send a copy to themselves first.
Appreciate it might not be everyone's cup of tea and while we don't have any plans for removing this atm, we'll get a sense of the interest through the idea here.
Richard Bergen
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157 votes
Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.
Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.
Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.
When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…
Richard Bergen
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256 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.
Richard Bergen
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294 votesRichard Bergen
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180 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
Richard Bergen
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15 votes
An error occurred while saving the comment Richard Bergen
commented
Invoicing - Only display the Item Code and Name when searching
In the old invoice version, when adding an item it would search just by the item code which was great.Now it searches and displays even in the item description, so now end up with a big list to scroll through with description also showing, and especially as the font is bigger.
Any chance this can be looked into and item search just looks at item code/name, without searching and displaying description,?
Richard Bergen
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7 votes
An error occurred while saving the comment Richard Bergen
commented
This is now happening in INVOICING as well. Please go back to Item codes first, then in description if needed.
I have noticed that when in QUOTE mode, item codes don't work well.
I will type in an item name, and the drop down will give me EVERY item that has that word somewhere in the item, including the description. And then I have to scroll down to the one I want. This could be 20 items. And alphabetical by item name, so the one I want could be a long way at the bottom.
When in Invoice mode, the same word just gives me the item names with that word, usually 2-3 items.
I prefer the less items!!
Can they make it the same?Richard Bergen
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416 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Richard Bergen
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347 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Richard Bergen
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434 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.
Richard Bergen
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New invoicing wont allow copy and paste at all for me.