Settings and activity
87 results found
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59 votes
Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
Annie Thorne
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4 votes
Hi Jo, interesting one here as some users would like the contact to be update but also others that wouldn't. It'll be good to get a sense of users that would like to see the contact record updated with the email used when sending from your idea here.
No plans to change this behaviour at present but we'll share if there's any news.
An error occurred while saving the comment An error occurred while saving the comment Annie Thorne
commented
Yes, I support this. 100%
I have just been caught out as I didn't realise this was a "feature" of new invoicing. Overdue invoice and the reminder didn't get sent as there was no email attached to the contact despite the invoice being emailed out to the client.
I rarely email invoices (which is why I want 'approve' as my default), but when I do I really don't want to have yet more additional steps.Annie Thorne
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8 votesAnnie Thorne
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9 votes
An error occurred while saving the comment Annie Thorne
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Yep, another unexpected and unwelcome change ..
I'm my only employee and I hate it! Takes me at least twice as long now.
Not intuitive, more steps, more clicks, no thanks!Annie Thorne
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28 votesAnnie Thorne
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3 votes
An error occurred while saving the comment Annie Thorne
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100% in support of this
Annie Thorne
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4 votesAnnie Thorne
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6 votesAnnie Thorne
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66 votes
Appreciate your feedback on how you use invoicing and the benefit you find in being able to approve and view the next invoice in sequential invoice number order. As we continue to plan further developments within this space, our product teams would like to engage you all here to get a better sense of our invoicing users for future improvements. We’d find your feedback invaluable and if you’d be interested in sharing with us, please fill in our survey here.
Annie Thorne
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36 votes
Hi all, we appreciate detail you've shared on the value to you in being able to add multiple lines to an invoice at a time.
As a step toward making this process easier, we've released a new line item grid in invoicing, in which you can now manually add singular rows to your invoice.
Our team are keen to continue monitoring feedback for adding multiple rows at once here, and while we don't have any plans for this at present, I'll update you if there's any news.
An error occurred while saving the comment Annie Thorne
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Yep, same here. We asked for the add lines function that was previously available to be reinstated. And yet again we're being asked to 'vote'/beg for it.
Sure, having an add lines button is progress, but really Xero? Really?Annie Thorne
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19 votes
Hi team, we want to be upfront that we don't have immediate plans for enabling the ability to create multiple draft pay runs in NZ Payroll.
If this is something you'd like to see developed for NZ Payroll please add your vote here and we will continue to get a sense of the overall interest from community, and can share if there are any plans made.
Annie Thorne
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798 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Annie Thorne
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2 votes
Hi Shyam, this likely depends on your needs as a Sole trader and the type of features you need when using Xero. If you're wanting to process payroll for yourself the Ignite plan offers this for 1 person, as well as access to many features across Xero that will help you record expenses, track and manage your business on Xero. Is there something in particular about this plan or it's offerings that don't fit your needs? See more of our plan offerings on our website.
Annie Thorne
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5 votesAnnie Thorne
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5 votes
Hi everyone, we've created this idea based on feedback received here.
With careful design and research around the placement of action buttons, there are no planned changes for moving the the 'File with IR' button.
However, we'd still like to get a sense of the interest from community in this, here.
Annie Thorne
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5 votes
Hi community, this idea has been created from feedback in this initial idea. While we are interested to get a better pulse on the interest in this, we want to front foot that we don't have any plans for this change.
Switching from landscape to portrait was made based on a lot of feedback and testing, so we'd want to see a fair amount of support through the idea here to consider making another change.
Annie Thorne
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433 votes
An error occurred while saving the comment Annie Thorne
commented
Any progress on this?
At this point I'd take this over reducing the grid size if I was forced to make a choice. The permanent auto save is an absolute nightmare, and the fact that there is no back/undo option is beyond bonkersAn error occurred while saving the comment Annie Thorne
commented
Yes, yes, yes! I'm in agreement with both of these points.
Annie Thorne
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341 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
An error occurred while saving the comment Annie Thorne
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Unbelievable! Utterly unbelievable!
This is not a new idea. What we're asking for is for a function that was in place, working well, and then inexplicably removed ... to be reinstated.Kelly, you keep telling us that the product team are "engaged" (whatever that means) with our feedback ... but the lack of action implies otherwise.
An error occurred while saving the comment Annie Thorne
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Removing the option to enter in payment details is nuts! Please, Xero, put this basic, useful feature back in (it should never have been removed in the first place)
Annie Thorne
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84 votes
Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
An error occurred while saving the comment Annie Thorne
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Is there an update on this?
We've been forced in to using 'new' invoicing for a couple of weeks now, and still basic features (that were a standard function of the previous invoicing) are missing.Annie Thorne
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32 votes
An error occurred while saving the comment Annie Thorne
commented
Yes, I support this. I loathe the new email template with the amount yelling at the top of the page. Gross.
Annie Thorne
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@Kelly, when the final push to new invoicing was being forced on us and there were the consult calls with users and the product team, we were assured there would be "feature parity". How is changing the behaviour like this feature parity?