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  1. New Invoicing - Add Payment details on invoice screen

    210 votes

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    submitted  ·  29 comments  ·  For small businesses » Business features  ·  Admin →
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    Kim Goodger supported this idea  · 

  2. New Invoicing | Files - Drag & drop anywhere on the page

    277 votes

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    70 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.

    Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.

    This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.

    Kim Goodger supported this idea  · 

  3. New Invoicing - Reduce number of steps and clicks

    540 votes

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    198 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Kim Goodger commented  · 

    Xero has done it again! As of the last few weeks there is an extra mouse click needed to attach a document to an invoice. Used to be you could just drag the file across from another window and drop it anywhere on the invoice screen. Now you have to click on the "attachments" button and drop it in a specific box to have it attach. Clearly the people making changes have no experience using bookkeeping software - it seems like every "exciting new feature" just makes the software more painful and time consuming to use.

    Kim Goodger supported this idea  ·