Settings and activity
16 results found
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75 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
An error occurred while saving the comment 
Naomi Gibbins
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169 votesNaomi Gibbins
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An error occurred while saving the comment Naomi Gibbins
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Invoices that are only in DRAFT should be able to be deleted. Once approved they must be retained.
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6 votes
An error occurred while saving the comment Naomi Gibbins
commented
This would be very useful. Have had to follow the steps above more than once to make corrections.
Naomi Gibbins
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22 votes
An error occurred while saving the comment Naomi Gibbins
commented
Essential to know when an invoice has been sent. Useful to know who sent it.
Naomi Gibbins
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6 votes
Appreciate you raising this again, Tom. While it's possible to Delete a draft invoice as new invoicing has autosave built in it's not possible to just cancel out without saving once a contact has been entered.
We'll keep track of the specific interest for this here, and I have merged the original idea that was created around this in with this one.
An error occurred while saving the comment Naomi Gibbins
commented
Sometimes an error is made & the cancel button is much more efficient than trying to remember what was there & put it back. Cancel is essential.
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3 votes
An error occurred while saving the comment Naomi Gibbins
commented
This is crazy. We've had this problem too. Surely everyone sends copies of invoices when one is overdue? We certainly need to be able to send the email from in Xero & for there to be a record of having done so. The current method does not record that the invoice has been followed up & therefore we need to make a note - another wasted of our time for something that we used to be able to do automatically.
Naomi Gibbins
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381 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Naomi Gibbins
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An error occurred while saving the comment Naomi Gibbins
commented
I don't what keyboard shortcuts - I want to be able to choose between Approve & Approve & email depending on which client it is. We do not always need to email.
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16 votes
An error occurred while saving the comment Naomi Gibbins
commented
Great idea.
I'd also add there's little point in having changes saved when an invoice is in draft - it's not approved yet so this detail is a waste of time.
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29 votes
Thanks for raising the idea here, Maria. Will be good to get a sense of the interest in being able to view invoices as exclusive when entered as inclusive. We don't have any immediate plans for changing this but I'll be sure to let you know if there's any change.
We have a separate idea tracking the ability to view the account number that I'd recommend joining for any information or updates around this.
An error occurred while saving the comment Naomi Gibbins
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MUST MUST MUST be able to see invoices in gst exclusive state. Not negotiable!
Naomi Gibbins
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300 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
Naomi Gibbins
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8 votes
An error occurred while saving the comment Naomi Gibbins
commented
Agreed - it would be much better to be able to credit and charge clients on the same document. They like having less processing to do, and so do we. This would is a necessary change.
Naomi Gibbins
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52 votes
An error occurred while saving the comment Naomi Gibbins
commented
This would be such an amazing improvement.
I'd add to this that it would be good if Xero used the whole screen instead of just the half in the middle.
Naomi Gibbins
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5 votesNaomi Gibbins
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838 votes
Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.
I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.
While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.
Naomi Gibbins
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An error occurred while saving the comment Naomi Gibbins
commented
Can we have the "Approve" button back? We don't need to email every invoice - can you just give us two buttons - it would keep customers happy & I'm guessing be pretty easy to create.
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321 votes
An error occurred while saving the comment Naomi Gibbins
commented
I've already put this item in too - Xero you NEED to listen to your customers - we hate having extra buttons to click - especially when you've added steps that add no value!
Naomi Gibbins
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699 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.
An error occurred while saving the comment Naomi Gibbins
commented
Could you also get rid of all the silly lines that say indicate a person has added a line & changed the total - this is the whole point of creating an invoice & ridiculous to list line by line - we have invoices with 80 lines sometimes & any useful history just gets lost in the 100s of lines in the history. It provides no additional information of use.
MUST be able to define user capabilities depending on our own delegated authorities. C'mon Xero - not everyone is the same!