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  1. 194 votes

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    Hi community, following on from my recent update we have a design for a new layout and we'd really like to get your feedback on this to help the team's work on improving the experience in new invoicing. They are also looking to interview a small pool of users for their research, too. 

    If you'd like to be involved, please use the form here ✍️to add your details and the team will be in touch. 

    We appreciate all your feedback on how we can make things better for you when working in Xero. I'll come back to share any outcomes with you all surrounding this. 

    Shane Ham supported this idea  · 
  2. 626 votes

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    Shane Ham supported this idea  · 
  3. 352 votes

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    Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here. 

    As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;

    • You can now tab to select a highlighted contact and move through to the next field - related idea
    • Create a new repeating template from a draft invoice - related idea 

    Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.

    Once the team's work has concluded,…

    Shane Ham supported this idea  · 
  4. 26 votes

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    Shane Ham supported this idea  · 
  5. 63 votes

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    Shane Ham supported this idea  · 
  6. 7 votes

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    Shane Ham supported this idea  · 
  7. 71 votes

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    Shane Ham supported this idea  · 
  8. 5 votes

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    Shane Ham supported this idea  · 
  9. 8 votes

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    Shane Ham supported this idea  · 
  10. 181 votes

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    Shane Ham commented  · 

    Xero raised this back in 2016 and no action ever since, it’s likely not going to happen which is a shame

    Shane Ham supported this idea  · 
  11. 40 votes

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    Shane Ham supported this idea  · 
  12. 268 votes

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    Hi everyone, we wanted to return and give a little more information with the update of this idea's status.

    Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.

    Though it's early days at present we'll keep you updated of their progress, here.

    Shane Ham supported this idea  · 
  13. 230 votes

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    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…

    Shane Ham supported this idea  · 
  14. 467 votes

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    Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

    The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

    Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

    • Void the bill
    • Copy the bill
    • Reattach any files (IF any) from the voided bill to the copy of the bill

    A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…

    Shane Ham supported this idea  · 
  15. 48 votes

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    Shane Ham commented  · 

    All other platforms have this field separate in both invoices and bills. It is a basic feature that should be implemented.

    Shane Ham supported this idea  · 
  16. 44 votes

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    Appreciate wanting this within the individual bill and through creation, Ruth. We'll track interest of this here,  


    As a solve for right now, you can jump across to the Awaiting Payment tab and select the Bills you'd like to assign a planned date too you'll see the Action for 'Add planned date' turn blue and you can use this to bulk assign a plan to date to multiple bills at once 🙂


    If you're not sure which bills you've assigned a planned date too, you can click the plan Planned date header to sort all bills without a date assigned. 

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    Shane Ham commented  · 

    Please add this functionality as improving workflow of processing bills this will eliminate at least 2-3 extra clicks and navigating to a different page.

    Shane Ham supported this idea  · 
  17. 75 votes

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    Shane Ham supported this idea  · 
  18. 161 votes

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    Shane Ham supported this idea  · 
  19. 33 votes

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    Shane Ham supported this idea  · 
  20. 14 votes

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    Shane Ham supported this idea  ·