Settings and activity
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11 votes
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Jason Grant
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370 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.
An error occurred while saving the comment Jason Grant
commented
Nuno I sympathise. I don't use Invoicing myself so much myself, but your Idea and Images are excellent points. The point about not seeing the Account Code is an issue throughout Xero. It's probably been there since Xero started 20 years ago. I wouldn't hold your breath waiting, but I have added my vote anyway.
Jason Grant
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1 voteJason Grant
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5 votesJason Grant
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An error occurred while saving the comment Jason Grant
commented
It would be great to be able to expand the supporting documents, without downloading them, as they are small and difficult to read.
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6 votesJason Grant
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160 votes
An error occurred while saving the comment Jason Grant
commented
The History & Notes is not an adequate Audit trail report in my opinion for the following reasons:
1. Export - It does not export to Excel
2. Visibility - It does not show all the details of the transactions and in journal form with previous versions (see first link below)
3. Filters - there are too few key filters (eg Date of transaction itself is not there)
4. Columns (similar to 2) - there are currenly not enough columns in the report
5. Detail - this column actually combines too much information in one field eg the amount and date shouldn't be concatenated
6. Technical log vs Audit log (see second link below) - these logs are not separated eg the date the document was uploaded is not part of the Audit (transaction) log.For a classic Audit trail report see the old QB desktop audit trail report here
https://www.youtube.com/watch?v=s9rP24cQ0psFor the 5 requirements for good audit trail in software, see here
https://tallysolutions.com/accounting/5-features-to-look-in-audit-trail-edit-log-accounting-software/ -
3 votes
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370 votes
An error occurred while saving the comment Jason Grant
commented
please please please can you get on with this?
Xero please play Snakes and Ladders and move this to the top of your
list of "product ideas" !I know you have lots of ideas to deal with some 1030 from Accountants and bookkeepers and 3634 from Small businesses...
But this is like so important.
Don't say you haven't been warned.
Does anyone actually read these comments?
Anyway in case you do and you have no idea what Audit trail and why History and Notes really doesn't hit the mark (do you want me to do a Ted Talk on this?) have a look at criteria for good audit trail here:
https://tallysolutions.com/accounting/why-do-we-need-an-audit-trail-for-businesses/
🙏
Hi
Would be amazing if there was a feature to roll forward the documentation on Work Papers, like other good Work Papers software have.
This allows everyone to see the history of each working paper in Excel - see attached image.
Hunting for prior year's working papers can be a chore and to have it at hand makes life so much simpler.
(Tree emoji - represents digital recycling ;) )