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9 results found
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156 votes
Damon O'Keefe
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234 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.
Damon O'Keefe
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90 votes
An error occurred while saving the comment Damon O'Keefe
supported this idea
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429 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.Damon O'Keefe
shared this idea
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3 votes
An error occurred while saving the comment Damon O'Keefe
commented
The ability to rearrange the order of data entry would be a big improvement in New invoicing.
Currently, the expense code and the Profit Centre are separated by the tax code.
This is not logical or intuitive when entering data.Damon O'Keefe
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21 votesDamon O'Keefe
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255 votes
Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Damon O'Keefe
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266 votesDamon O'Keefe
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47 votesDamon O'Keefe
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I understand Xero are trying to make invoicing easy and visible for the plumber on the go using their tablet and pudgy fingers.
But a great many of us have 24-36" screens and sit at a desk either in stand-alone finance roles, or as business partners for the tradie/small business person.
As the finance partners that help a business make decisions, Xero may wish to develop "new" invoicing for the mobile users, and maintain "classic" for those of us that suffer RSI from the data entry.