Settings and activity
10 results found
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5 votes
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Ruth Accounts
supported this idea
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68 votes
Thanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.
There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.
We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.
Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.
An error occurred while saving the comment Ruth Accounts
commented
Agree with all the below - my time invoicing has now increased due to this issue. Being able to create an invoice from the file worked perfectly, now I need to be psychic and no who the customer is before being able to attach and open the file.
the layout is also very large and the more compact layout of the classic worked better, now I'll end up with whiplash just to complete one invoice!
Ruth Accounts
supported this idea
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4 votesRuth Accounts
shared this idea
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303 votes
An error occurred while saving the comment Ruth Accounts
commented
When following a file through from uploads to sale invoice, and you click on the arrow to 'include upload on invoice' be able to either one click include all uploads, or just make in default. Why would you be uploaded a document if you didn't want to attach it?
Such a faff.Ruth Accounts
supported this idea
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117 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Ruth Accounts
supported this idea
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17 votes
Hi everyone, while we appreciate your feedback here. With the retirement of classic invoicing in February, and to help customers get used to the new invoicing experience this default will continue to apply.
As we continue to improve the new experience this means customers may find updates that help their workflow and adopt the new experience.
The option to switch back to classic will be available and we understand this is the experience some customers may choose to use up until the retirement date.
Ruth Accounts
supported this idea
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753 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.
Ruth Accounts
supported this idea
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122 votesRuth Accounts
supported this idea
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197 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
Ruth Accounts
supported this idea
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182 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
Ruth Accounts
supported this idea
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An error occurred while saving the comment Ruth Accounts
commented
In bills to pay! Be able to search and select multiple invoices to create a remittance.
Currently if you select one and then search for another, the previous selected one is deleted.
Completely agree. Or rather an opt our from adding it - surely the reason to add the file to the invoice is for the customers benefit, so why the need to select each time.