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

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   11 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   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?

   Michelle Marshall supported this idea  ·  18 November, 2024

2. New Invoicing - Date picker without using "Pick another date"

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   36 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, I know it's been a while since my last update and we'd like to confirm that our team are working to address your concerns, here. We'll be providing quicker access to the calendar picker for both the invoice due and issue dates. Work's underway atm and we plan to have this released to you all before classic invoicing retirement. I'll swing back again as soon as it's ready 🙂

   Michelle Marshall supported this idea  ·  18 November, 2024

3. Invoices - Ability to send Invoices and statement to seperate email addresses

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   296 votes

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   55 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Michelle Marshall supported this idea  ·  18 November, 2024

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

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   126 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   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. 

   Michelle Marshall supported this idea  ·  18 November, 2024

5. New invoicing - "add last items" adds last PAID items

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   submitted  ·  1 comment  ·  For small businesses  ·  delete…  ·  Admin →
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   Michelle Marshall commented  ·  11 November, 2024  ·  Edit…  ·  delete…

   Can the "add contacts last items" actually use the last invoice not the last paid invoice!!
   Learnt the hard way when all clients had new rates and got their invoices with old rates on them because it did not copy the LAST INVOICE.

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   Michelle Marshall supported this idea  ·  11 November, 2024

6. New invoicing - Issue date end of last month

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   submitted  ·  3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Michelle Marshall supported this idea  ·  11 November, 2024

7. New Invoicing - Remember default settings

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   26 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 me a copy' are based on the last email you sent. This uses settings stored in your web browser - for example, if you often change computers, or clear your browsers cache this will revert back to the default of the options being 'unchecked'.
   We do have plans for looking deeper into possible default controls, however this will come later once we've got everyone across to the new invoicing experience. We'll keep you updated of any further progress for this here.

   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… more

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   Michelle Marshall commented  ·  08 November, 2024  ·  Edit…  ·  delete…

   When invoicing 'add contacts last items' it does not copy contacts LAST items it is copying the contacts last paid invoice I think. This is a major problem as when our clients prices are uprated it has copied old invoices with old costings! not the previous monthly invoice.

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   Michelle Marshall supported this idea  ·  08 November, 2024

8. New Invoicing - Option to switch Autosave off

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   submitted  ·  103 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Michelle Marshall supported this idea  ·  08 November, 2024

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

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   41 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   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

   Michelle Marshall supported this idea  ·  08 November, 2024

10. New Invoicing - Reduce number of steps and clicks

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    716 votes

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    261 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

    We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop down, and we’ll be bringing back the ability to view the number of stock on hand.

    As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

    We also have some updates coming to;

    • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
    • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
    • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

    Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

    Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

    We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop… more

    Michelle Marshall supported this idea  ·  08 November, 2024

11. New Invoicing | Files - Drag & drop anywhere on the page

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    105 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Michelle Marshall supported this idea  ·  08 November, 2024