Settings and activity
2 results found
-
15 votes
Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve…
An error occurred while saving the comment -
423 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Philip Brookes
supported this idea
·
An error occurred while saving the comment Philip Brookes
commented
We have 200+ invoices per month that need to be Approved and DEFINITELY not invoiced (they're already uploaded to the NDIS through another process, and it wreaks havocs when clients receive invoices they're not expecting). A default to approve only and only email if consciously selected is definitely the way to go. Another friend's business also don't like sending individual emails to a client who receives 10 invoices per month - instead, they download all the PDFs and attach them to a manually created email and send them through. Then, when the client pays one invoice but says "Oh I didn't receive that other invoice" they know it's not the case.
The key here is to give businesses control over our processes rather than forcing us to conform to your preferences. You don't know our business, you don't know what we want, and you absolutely should not be defaulting to an email option when so many business still don't want to/need to email out an invoice from Xero.
At present, the New Invoicing just simply isn't working (reliably). It frequently doesn't load properly - e.g. Tracking Category columns don't show up, reload the page and they'll show up when they feel like it. We import lots of invoices and then need to make tweaks and adjustments before Approving (usually without emailing, though some do get emailed). We can open an invoice, go through 70 line items making corrections, and then get to the end and discover none of the AJAX is working properly and we can't save, Approve, or email. 2 days of invoicing is taking 4 days. Also finding that changing a contact on the invoice can change all the accounts for each line item and you've only got a few seconds to notice and click "Don't Apply". Also, if you change the customer on the invoice it will autosave (when working as designed) and even if you just jump out of the screen you've now lost the original customer name. It should only save if we choose to save it, not before. We used to be able to return to Business > Invoices > Draft and start from scratch again with all the original information intact.