Settings and activity
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8 votes
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Darren Kondysar (SOE)
supported this idea
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451 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.
An error occurred while saving the comment Darren Kondysar (SOE)
commented
I tried the new invoicing now that we are being forced to. I strongly DISLIKE.
1. Not smooth moving from field to field (tab worked great for speed in Classic, not great in new format)
2. Date picking fields cumbersome and time consuming to enter.
3. Remove default of "Approve and Email" as I want to review the invoice before sending. In fact, I want to add a payment to the invoice first before sending so that the customer doesn't freak out that they got an invoice when they already gave me a cheque and that it should be zero dollars.
4. Adding a payment - it took me a bit to figure out adding a payment until I saw the button in the top right.
5. Emailing the invoice once a payment is added - I couldn't find the email button as it is buried with other pull down options.
6. When I add a payment, classic closes the invoice and says payment added, and asks if I want to send a receipt - which I always do. Now I had to go back to the invoice, click on the payment, which goes to the payment screen, then click the pull down to send receipt. SO SLOW.
7. Full invoice doesn't fit on the screen. I couldn't see the full G/L account name, so I only see "Registration Fees" - well I have multiple accounts starting with "Registration Fees" - is it for programs? tournaments? event? Had to press approve in order to see it in the description. At least let me see the account number if there isn't enough space!The time it took me to enter and process payment on one invoice under new format, I could have done 4 in the classic mode.
Terrible. This needs more refinement before releasing.
Darren Kondysar (SOE)
supported this idea
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752 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.
Darren Kondysar (SOE)
supported this idea
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Is there any way that Xero could pull the date settings from the user's computer for all date fields? When I manually enter dates using numbers, Xero requires me to use month/day/year, so 02152024 for Feb 15, 2024. However, my computer date format is set for 20240215 because that is the ISO 8601 standard and it matches how I file documents in folders (by date, so I can sort in order). The month/date/year isn't the standard for all countries, so I'd like the option for users to change.
Thank you!