Settings and activity

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1. New invoicing - Classic Invoicing to remain default invoicing

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   submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Claire Jones supported this idea  ·  12 November, 2024

2. New Invoicing - Reduce number of steps and clicks

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   264 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

   Claire Jones supported this idea  ·  12 November, 2024

3. Bills - View PDF without downloading

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Claire Jones shared this idea  ·  12 November, 2024

4. New Invoicing - View Exchange Rate Used

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   submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Claire Jones commented  ·  12 November, 2024  ·  Edit…  ·  delete…

   Need to be able to view the exchange rate when editing a draft of a repeating invoice each month to make sure it is picking up the correct month end rate before the invoice is saved and emailed. It's creating so many more uneccesary clicks and errors that need amending when it could be simply solved by having it come up when editing as it used to PLEASE! It is critical for our business as all of our sales invoices are in foreign currency and it is a nightmare using the new version for me

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   Claire Jones supported this idea  ·  12 November, 2024

5. New invoicing - Edit exchange rate

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

   Hi everyone, we appreciate the need for our customers that send invoices in foreign currency to be able to edit the exchange rate within new invoicing.

   Our product team are working on this capability at present and we hope to have it with you all in the coming weeks.

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   Claire Jones commented  ·  12 November, 2024  ·  Edit…  ·  delete…

   Also need to be able to see the exchange rate when editing a draft from a repeating invoice like before, this is essential for us as a business and is yet again creating unnecessary steps on the new version

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   Claire Jones supported this idea  ·  12 November, 2024