Settings and activity

6 results found

1. New Invoicing - Use the same button layout as other transaction entry screens

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Moyra Sang shared this idea  ·  19 April, 2024

2. New Invoicing - Keep the previous Contact when using Copy

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   41 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

   Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

   In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

   Moyra Sang supported this idea  ·  19 April, 2024

3. New Invoicing - Make the History & Notes the same as in Classic Invoicing

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

   Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here. 

   Moyra Sang supported this idea  ·  19 April, 2024

4. New Invoicing - Reduce number of steps and clicks

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

   Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
   Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
   
   Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

   There are really important reasons why we must go forward with sunsetting classic invoicing and investing in the newer version if we want a product that will continue to serve your needs in the future as classic has too many technological limitations. The leadership from our board, through our c-suite and regional leadership teams know this is the only path forward to give you the features you’ve been asking for. We shared more on this in this blog. 

   
   Since my last post there are other changes that have been made to enhance new invoicing, including;

   • the ability to attach a file from the files library, 
   • being able to view files in a side by side view so you no longer have to click across to another tab, 
   • automatically opening a new tab to take you to areas to add a new account, tracking category or tax rate, and 
   • being given the option to mark an invoice as sent when printing. 

   All of which help reduce the number of clicks that you’d have to make for these actions.

   We are continuing to explore more ways to reduce the clicks and steps required for other actions in new invoicing and will keep updating you on these here. You can keep up to date with ongoing updates and changes to new invoicing on this Xero Central hub.

   Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
   Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
   
   Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

   There are really important reasons why we must go forward with sunsetting classic invoicing… more

   Moyra Sang supported this idea  ·  19 April, 2024

5. New Invoicing - Typeable dates in Date fields

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   submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Moyra Sang supported this idea  ·  19 April, 2024

6. Navigation - More keyboard shortcuts in Xero

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   15 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hey everyone, thanks for sharing your thoughts here - love the drive for efficiency! In case you weren't already aware, Xero does have a number of shortcuts available. Check out our article about tips and shortcuts for the full list.

   
   

   Meantime, there are a number of other more specific ideas for keyboard shortcuts which you might like to vote too.

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   Moyra Sang commented  ·  30 May, 2022  ·  Edit…  ·  delete…

   Please can we get a keyboard shortcut for Approve in bills. If there is only one line in a bill, it would be soooooooo much quicker to use a keyboard shortcut to jump to approve. It would be good if Approve was at the end of each line of bill, it would be much quicker to tab past it, than take your hands off the keyboard and grab your mouse every time you want to add a bill. And could you also please consider adding the attachment option to your tab order, so again it would enable users to add an attachment without having to leave the keyboard.

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