Settings and activity
11 results found
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454 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
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Heather Perry
commented
Keep classic invoicing. These updates have been a time syphon and the product does not even match the functionality of the classic invoicing. Still no drag to drop, no keyboard interface (tab through type over options and enter to accept), and the oversized bulkiness are just a few of the problems that cause it to not match the features we have now. This large overhaul of moving buttons from the bottom to the top and no real feel of continuity with what is currently available in the software is very unappealing. Add that to the ridiculous amount of clicks needed now, and you get a bunch of folks who don't like the "forward" **read backwards** move that is being made in this platform.
An error occurred while saving the comment Heather Perry
commented
New invoicing is clunky and oversized. It does not function as smoothly as the classic invoicing and the whole layout of the page is changed. The full data of an invoice now needs a left to right scroll (WHY?) and pretty much whatever was at the top is at the bottom and vice versa. Payment application is now less efficient with clicks into the add payment when it was just available at the bottom with tab/text write over capability. Why are we moving backwards in the features and not able to tab/type anything here? Also the add payment bubble now covers account numbers so if you need to offset something, open yet another screen to look over the invoice data while you complete entries. Adding a payment also now dumps you in the paid screen where the classic invoicing put you back in awaiting payment and was great because that's where most people working the file need to go next. I know I added a payment, now I need to add a payment to the next invoice not click back into the old paid one again. In addition to all that, you can't just drag drop attachments anymore...more clicks.
A lot of people are just using classic invoicing until time runs up and these issues on the front end are going to multiply exponentially as people who are already adverse to transitioning are forced to. Time is a commodity in this job, and the inefficiency/full overhaul of this page makes it feel like a different software, not just a Xero update. I hope you hear us on this because right now, this is the most unappealing update I have worked with in my experience with the platform. -
17 votes
Hi everyone, while we appreciate your feedback here. With the retirement of classic invoicing in February, and to help customers get used to the new invoicing experience this default will continue to apply.
As we continue to improve the new experience this means customers may find updates that help their workflow and adopt the new experience.
The option to switch back to classic will be available and we understand this is the experience some customers may choose to use up until the retirement date.
Heather Perry
supported this idea
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198 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
Heather Perry
supported this idea
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229 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.
Heather Perry
supported this idea
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410 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Heather Perry
supported this idea
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345 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Heather Perry
supported this idea
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754 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.
Heather Perry
supported this idea
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346 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
An error occurred while saving the comment Heather Perry
commented
New invoicing is so inefficient with everything hidden in drop downs, no place on screen to add payments, and left to right scrolling. Horrible update experience thus far.
Heather Perry
supported this idea
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89 votesHeather Perry
supported this idea
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503 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
Heather Perry
supported this idea
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988 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Heather Perry
supported this idea
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New layout is still lacking majorly. Still oversized and scrolling around, still cannot use the tab plus type over features available in the old screens (i.e payments area and other edits). Still requires clicks and additional work to add payments. New invoicing is not better than the old invoicing. I am still failing to see why we are being pushed into a new product that is subpar.
How can you say that the new layout is better when we still cant even get everything on one screen when the old does it just fine?