Settings and activity
4 results found
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169 votes
Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.
For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.
I'll return to let you know when we're closer to release and can share more of the changes.
An error occurred while saving the comment 
Terry-Anne McPhail
supported this idea
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144 votes
An error occurred while saving the comment Terry-Anne McPhail
commented
Why is this not a standard feature?
Terry-Anne McPhail
supported this idea
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12 votes
An error occurred while saving the comment Terry-Anne McPhail
commented
One option as a work around is that before you visit your client open their organisation in your Xero app, then log out. That organisation will be the one that appears when you log back in.
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305 votes
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.
An error occurred while saving the comment Terry-Anne McPhail
commented
Ridiculous change! Why make a task take longer? That is not an improvement but a step backwards.
Terry-Anne McPhail
supported this idea
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Not sure who is making the decisions as to what to change when making "improvements" but xero needs to get more input from experienced users before making changes. Not showing tracking codes in the invoice view before opening an invoice to edit it, is a critical error for us who use tracking all the time.