← Share and support customer ideas for Xero

Settings and activity

63 results found

  1. New Invoicing - Reduce number of steps and clicks

    853 votes
    358 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.

    I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.

    While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.

    An error occurred while saving the comment
    Annie Thorne commented  · 

    Thanks, Maria, for sharing the response you received.

    I don't buy it! I keep seeing the same platitudes -

    "We understand your frustration with the recent changes to the invoicing platform. Since the retirement of Classic Invoicing was announced, our Product Team have been actively listening to the feedback out customers have provided.
    We have some exciting enhancements coming soon based on customer feedback, including easier row additions, reduced scrolling, drag-and-drop functionality, and real-time validation which should be introduced in coming weeks."

    And can't help but wonder what the heck they have all been up to for the past year (and then some). We've been asking for the various features, that were inexplicably removed, to be reinstated for over a YEAR.

    When are we going to see them? Why are they not here already, working on go live day??

    It's madness. Absolute madness.

    Annie Thorne supported this idea  · 

  2. Schedule invoice to send on future date

    31 votes
    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Annie Thorne supported this idea  · 

  3. New Invoicing - Add Expected Invoice Payment Date within Invoice

    45 votes
    submitted  ·  20 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Annie Thorne supported this idea  · 

  4. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    384 votes
    197 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

    There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

    • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
    • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
    • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
    • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

    While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central. 

    …

    An error occurred while saving the comment
    Annie Thorne commented  · 

    Shortcuts? This is not what has been requested. What has been requested is quite simple - leave the function that is currently available in 'classic' in place in 'new'.

    An error occurred while saving the comment
    Annie Thorne commented  · 

    Make it a user configurable option. Problem solved. Bonkers that we have to keep yelling about this.

    Annie Thorne supported this idea  · 

  5. New Invoicing | Files - Ability to attach files before adding contact

    58 votes
    30 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team. 

    I’ll keep you updated on any progress around this idea specifically.

    Annie Thorne supported this idea  · 

  6. Repeating bills - Due date options to include 'working days' not just 'calendar days'

    4 votes
    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Annie Thorne supported this idea  · 

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

    709 votes
    157 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    An error occurred while saving the comment
    Annie Thorne commented  · 

    The history and notes field in 'new' invoicing is hopeless - a long list of meaningless "edited" (thanks, autosave). And then, because 99% of my invoices aren't sent from Xero I get "Invoice has been unmarked as sent." which is an absolute lie as it was never marked as sent in the first place.

    Thankfully it's just me in my business, so it's not particularly relevant, although I suspect the one time I actually need accurate date to resolve some kind of issue I'll be cursing madly. Heaven help the bigger teams who need this to be accurate to be able to comply with their business regs.

    Annie Thorne supported this idea  · 

  8. Bills to Pay - Remove 'New bill' drop down

    2 votes
    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Annie Thorne supported this idea  · 

  9. New invoicing - Option to leave date field blank like classic invoicing

    31 votes
    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Annie Thorne supported this idea  · 

  10. New Invoicing - Reduce the amount of empty space on screen

    431 votes
    74 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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
    Annie Thorne commented  · 

    @Claire Parker, I don't know that they are focusing on tiny sole trader businesses - I mean, I'm just me in my business and I absolutely loathe the changes they are implementing. It's awful to use, not fit for purpose. No idea which small business would want this inflicted upon them, truly.

    An error occurred while saving the comment
    Annie Thorne commented  · 

    Echoing @Raewnyn Dawson's comment about the item drop down - the current view is terrible and adds extra time and faff to the process. Another crackers "improvement" that I can't get my head around.
    Who tested this? Who approved it?
    Bonkers

    Annie Thorne supported this idea  · 

  11. History & Notes - Xero Mail - Log of mail sent via Xero

    388 votes
    submitted  ·  167 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?
    Annie Thorne supported this idea  · 

  12. New invoicing - Emailing Invoice where invoice date in locked period

    48 votes
    13 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?

    Annie Thorne supported this idea  · 

  13. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

    278 votes
    submitted  ·  26 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Annie Thorne supported this idea  · 

  14. New Invoicing - Allow fields to be populated in any order

    38 votes
    3 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    It’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.

    Annie Thorne supported this idea  · 

  15. New Invoicing - History to include if invoice is resent

    273 votes
    60 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

    Annie Thorne supported this idea  · 

  16. Invoicing / Bills | List views - Freeze top row and first column

    52 votes
    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Annie Thorne supported this idea  · 

  17. NZ GST - GST return note

    14 votes
    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Annie Thorne supported this idea  · 

  18. Dashboard | Support - Ability to access My cases

    9 votes
    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Annie Thorne supported this idea  · 

  19. Subscriptions - Rewards program for loyal customers.

    25 votes
    submitted  ·  5 comments  ·  For small businesses » Subscription & support  ·  Admin →
    How important is this to you?
    Annie Thorne supported this idea  · 

  20. Xero App store - Connected apps price and feature comparison

    5 votes
    0 comments  ·  For small businesses » Subscription & support  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate for many small businesses having more information about connected apps pricing is important when making and choosing solutions for your business.

    While this isn't currently available, it's something our team are looking into surfacing through the Xero App store.

    There's a bit of work to go into it, but we'll keep you updated of any progress for this here. 😊

    Annie Thorne supported this idea  · 
2 4