Settings and activity
24 results found
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442 votes
An error occurred while saving the comment 
Nadine Hyslop
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446 votes
An error occurred while saving the comment Nadine Hyslop
commented
Yes! Expenses also. Also ability to flag both invoice/bill if instalment plan or query happening.
An error occurred while saving the comment Nadine Hyslop
commented
Yes I need this option! So many times I've accidentally hit the Approve button instead of save!
I use the awaiting approval as editing draft invoices that get more added to them before the end of the month (such as weekly corporate contracts) cause then I'm not creating a new invoice every single time.
An alternative would be to swap the save and approve buttons, so the 'Save' is in the green on the right side.Nadine Hyslop
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17 votes
Hi everyone, along with AU and NZ it is now possible to send approved invoices electronically through the Peppol network in the UK. 😊
We'll shift the idea back to submitted again with other regions interested in this feature and will let you know if there are any further plans made around this.
For those interested in the ability to bulk send eInvoices - we have a separate idea for this that you can join and follow.
An error occurred while saving the comment Nadine Hyslop
commented
***Please allow these to be sent in bulk too! Currently you have to go into each individual invoice to send by e-invoice! ***
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347 votes
Hi community, thank you for all sharing with us here in product ideas. We've been taking your feedback on board seriously and there is work underway atm for the line item grid that'll improve your experience when you enter detail of your invoices.
Along with other improvements one of the changes this work will provide is the ability to add new rows to your invoice, and be able to shift these around to where you'd like them placed within your invoice.
I'll shift to working on it and round back to confirm once this is released and available to you all to make use of.
Nadine Hyslop
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502 votes
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 Nadine Hyslop
commented
Very important to show the invoice # copied from, I use this feature frequently and sometimes make mistakes and need to track back to this!
Nadine Hyslop
supported this idea
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321 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 Nadine Hyslop
commented
Is this going to include the loading time too? The classic invoicing you can quickly tab between the columns, although new invoicing you have to wait for it to load and select before changing to next tab. All adds time and causes mistakes/incorrect account charging.
An error occurred while saving the comment Nadine Hyslop
commented
Xero - please add a compact button for this? Like in your reports screen.
"Turn Compact view on or off Compact view reduces the white space between report results."
Compact ON, should significantly reduce the white space and the account/tax/discount/track categories columns all on the right side like it does in classic,
whereas compact OFF should have normal white space plus leaving the accounts etc under the description like you have now.Currently I have to zoom out to 70% to get the view I need on new invoicing which is super annoying when navigating to a new page, and the darn tracking/info columns are in an annoying spot very hard to see what I am looking for!
Nadine Hyslop
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573 votes
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.Nadine Hyslop
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222 votesNadine Hyslop
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291 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Nadine Hyslop
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341 votes
Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Nadine Hyslop
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87 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
An error occurred while saving the comment Nadine Hyslop
commented
This is infuriating on the new invoicing!! We add discounts to 3/4 of our invoices mostly for FAF so the option to set % as default is going to keep invoicing smooth for me. If not, it will be yet another feature that adds to my workload. Xero, fix this before September!
Also the accounts/tracking categories need to stay in the columns (not hidden underneath each line) for large invoices this will also make things difficult.Nadine Hyslop
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6 votesNadine Hyslop
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An error occurred while saving the comment Nadine Hyslop
commented
So... I didnt realise this was a total separate thing, and have been cashing out AL using AL and putting 'Cash out' in the comment.
Because of this ridiculousness, I literally only just found out a couple of weeks ago that we have been overpaying annual leave to our employees due to this cashed up leave being included in the calculations AND also Xero's auto calculations have been excluding actual information entered on payslips and timesheets (our employees have varied hours every week).
Alt leave balance in hours is also not lawfully correct - should be in days.Such a nightmare Xero's payroll is around Leave atm.
Cmon Xero sort it out, shouldnt need to do things manually when you have the information in the system. There are laws we need to be following here and you are making it very hard!
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23 votesNadine Hyslop
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3 votes
An error occurred while saving the comment Nadine Hyslop
commented
Hmm I wonder if you can just put it as per pic attached? Only problem is, it wont have the expiry date option, and I dont know if it affects IRD when posted through.
We have an employee considering doing this in the near future so Id love to know what Xero's solution is here too - seems unfair to stop our payments to them.
Nadine Hyslop
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7 votesNadine Hyslop
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8 votesNadine Hyslop
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An error occurred while saving the comment Nadine Hyslop
commented
Yes! Super annoying every week to right click on timesheets under first employee and open like 10 tabs to separately click on each employee haha. Minor but frustrating.
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15 votes
An error occurred while saving the comment Nadine Hyslop
commented
I agree! We just did a mini loan for an employee and they are paying it back on a weekly basis. It would be good to set up the total balance owed + weekly deductions (statutory deductions have this option already on some things - see photo). Doing it manually is just yet another thing to try and remember when its all paid up (and a risk of over-deducting!).
Nadine Hyslop
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48 votes
An error occurred while saving the comment Nadine Hyslop
commented
We need the ability to edit the due date completely! Just like with bills/invoices. All our expense claims are generally from the directors buying extra equipment in a quiet month, so they don't expect to be reimbursed for a couple of months. It is very annoying showing in 'overdue' on the dashboard/ in AP.
If we have the ability to amend the date then I can focus on paying creditors who need the payment.
Some of them automate to approval date - but if I don't approve them on entry I will forget!Nadine Hyslop
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10 votes
An error occurred while saving the comment Nadine Hyslop
commented
Currently Xero have a lot of complaints regarding Annual Leave having to be manually calculated and adjusted every time an employee takes AL, unless they work set hours every week.
Our workplace work varied hours every week, but in the winter its the minimum hours in their contract (40 hours). The AWE that is calculated and compared with OWP on the pay run is incorrectly calculating their average hourly rate by using this minimum rate (under employee information) and not actually using all the hours we have been entering under the payslips or timesheets every week! If we can pull the pay history report showing these figures, why is Xero not using this in the calculations??
We have been grossly overpaying Annual Leave because of this failure, and the assumption all the information entered into Xero was actually being used for this.
I feel for any larger business that uses Xero payroll and has to do this manually EVERY time!Nadine Hyslop
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1,047 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Nadine Hyslop
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Hi Kelly, "Credit Limits" does not work for service businesses it just adds more admin. Please match the same option of being able to "flag/marker" both invoices + bills in the case of an instalment plan or in dispute.
Maybe something as simple as making all the info red similar to how the due dates are highlighted red when overdue? It would be good to show on the dashboard to below the 'overdue' ones.